LINCOLN HEALTH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN HEALTH FOUNDATION (EIN 72-1335146)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-03-25
- IRS object ID
- 202210849349100021
- Schema version
- 2020v4.0
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-25T14:24:07-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 1100 N 18TH ST STE 200 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | 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 | 2022-03-21 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NORMAN | PersonFirstNm |
| Person Last | HANES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA VALLERY | PreparerPersonNm |
| PTIN | P01507734 | PTIN |
| Phone | 3183872672 | PhoneNum |
| Preparation | 2022-03-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,515,045 | 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 | $172,938 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $614,555 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $614,555 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $944,010 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,298,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $944,010 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $533,851 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,265,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,558,565 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $99,329 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $49,664 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $49,664 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,225 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $190,219 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $132,204 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $58,015 | OtherProfFeesDsbrsChrtblAmt |
| 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 | $26,950 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,168 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,784 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $345,348 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $207,461 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $137,888 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,802,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,802,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,148,015 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $207,461 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,940,555 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $117,339 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,351,104 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $482,642 | CashBOYAmt |
| Cash EOY | $513,119 | CashEOYAmt |
| Cash EOYFMV | $513,119 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $995,866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $702,736 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $702,736 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,369,480 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,083,334 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $100,834 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,666,802 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,490,114 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,490,114 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $697,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $708,242 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $708,242 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,212,190 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,497,545 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,515,045 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,789,408 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,034,343 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $422,782 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $463,202 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,212,190 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,497,545 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,212,190 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,497,545 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,212,190 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $117,339 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,168,016 | OtherIncreasesAmt |
| Subtotal | $30,497,545 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,497,545 | 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 | $6,298,066 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,354,056 | CostOrOtherBasisAmt |
| Gain Or Loss | $944,010 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $944,010 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $944,010 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,780 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,780 | SubtotalAmt |
| Tax Based On Investment Income | $18,780 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $10,780 | TaxDueAmt |
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 | 25.00 | $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 | $29,285,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $234,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,519,880 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $29,519,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $442,798 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,077,082 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,453,854 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,453,854 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,780 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,780 | TotalTaxAmt |
| Distributable Before Adj | $1,435,074 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,435,074 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,435,074 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,940,555 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,940,555 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,940,555 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,435,074 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $167,395 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $393,196 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $489,667 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $818,051 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $922,329 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,790,638 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,940,555 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,435,074 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $505,481 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,296,119 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $167,395 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,128,724 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $393,196 | ExcessFromYear4Amt |
| Excess From Year3 | $489,667 | ExcessFromYear3Amt |
| Excess From Year2 | $818,051 | ExcessFromYear2Amt |
| Excess From Year1 | $922,329 | ExcessFromYear1Amt |
| Excess From Current Year | $505,481 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB - UNITED WAY NELA | ||||||||
| 1201 HUDSON LANE | MONROE | LA | 71201 | NONE | PUBLIC CHAR | SUMMER FEEDING 2020 | $15,000 | |
| ELISHA MINISTRIES | ||||||||
| 608 SOUTH TRENTION ST | RUSTON | LA | 71271 | NONE | PUBLIC CHAR | MEDICAL | $28,000 | |
| LIFE CHOICES OF NORTH CENTRAL LA | ||||||||
| 211 WEST TEXAS AVENUE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | LIFE CHOICES OF NORTH CENTRAL LA | $93,000 | |
| LIFE CHOICES OF NORTH CENTRAL LA | ||||||||
| 211 WEST TEXAS AVENUE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | MOMS PROGRAM | $50,757 | |
| LINCOLN PARISH HEALTH UNIT | ||||||||
| 405 E GEORGIA AVE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | CLERICAL POSITION 1 | $36,912 | |
| LINCOLN PARISH HEALTH UNIT | ||||||||
| 405 E GEORGIA AVE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | CLERICAL UNIT 2 | $37,939 | |
| LINCOLN PARISH SCHOOL BOARD | ||||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALS X | $150,058 | |
| LOUISIANA TECH UNIVERSITY | ||||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | WISE NUTRITION GRANT | $53,041 | |
| LTP MEDICAL MOBILE | ||||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALTH HUT CLINIC YR 10 | $771,169 | |
| LOUISIANA TECH UNIVERSITY | ||||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUB CHAR | BULLDOG BOOK CLUB | $45,350 | |
| LINCOLN PARISH SCHOOL BOARD | ||||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUB CHAR | HEALS XII PROGRAM | $75,408 | |
| SEEKER SPRINGS | ||||||||
| 1280 OKALOOSA ROAD | EROS | LA | 71238 | NONE | PUB CHAR | TEAM-UP | $7,120 | |
| LINCOLN ECONOMIC DEV COUNCIL | ||||||||
| 401 NORTH TRENTON ST | RUSTON | LA | 71270 | NONE | PUB CHAR | IMPROVING HEALTH EQUITY | $250,000 | |
| LOUISIANA TEC UNIVERSITY | ||||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | TECH | $9,428 | |
| TECH 1 LEAD 1 | ||||||||
| 3104 CREEKSIDE VILLAGE DR | KENNESAW | GA | 30144 | NONE | PUB CHAR | STUDENT MENTORING | $10,000 | NW SUITE 303 |
| LIFE CHOICES | ||||||||
| 211 WEST TEXAS AVE | RUSTON | LA | 71270 | NONE | PUB CHAR | GGK 10 | $31,000 | |
| BOYS & GIRLS CLUB | ||||||||
| 1201 HUDSON LANE | MONROE | LA | 71201 | NONE | PUBLIC CHAR | YEAR 10 | $85,262 | |
| LPS | ||||||||
| 5905 O STREET | LINCOLN | NE | 68510 | NONE | PUB CHAR | BACKPACK PROGRAM YR. 5 | $18,200 | |
| LOUISIANA TECH UNIVERSITY | ||||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | GSU | $9,428 | |
| NE LOUISIANA FARM FRESH | ||||||||
| 411 SOUTH SPARTA ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAIR | YEARS 5-6 | $4,600 | |
| THE WELL OF NORTHEAST LOUISIANA | ||||||||
| 413 NORTH HOMER ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAIR | MENTAL HEALTH COUNESLING | $7,155 | |
| UNITED WAY OF NE LOUISIANA | ||||||||
| 1201 HUDSON LANE | MONROE | LA | 71201 | NONE | PUBLIC CHAIR | DEFICIT FUNDING - LP | $13,840 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,802,667 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $614,555 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $944,010 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| OTHER INCOME-SETTLEMENT | $489,452 |
| REFUND GRANTS PAID PRIOR YE | $44,399 |
| MISC REVENUE |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,558,565 | ExclusionAmt |
| Related Or Exempt Function Incm | $533,851 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,092,416 | 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 | $172,938 | 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 | $14,450 | Amt |
| Net Investment Income | $7,225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,225 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC EQUITY | $18,490,114 | $18,490,114 |
| INTERNATIONAL EQUITY |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | FMV | $255,360 | $255,360 |
| MISC ASSETS | $452,882 | $452,882 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING & PROMOTION | $4,610 | $4,610 | |
| BANK FEES | $30 | $15 | $15 |
| COMPUTERS & SOFTWARE | $2,000 | $1,000 | $1,000 |
| DUES, SUBSCRIPTIONS, RESOURCE | $478 | $239 | $239 |
| FOOD & MEALS | $711 | $356 | $355 |
| INSURANCE | $12,037 | $6,019 | $6,018 |
| POSTAGE, SHIPPING, DELIVERY | $241 | $121 | $120 |
| PRINTING & COPYING | $3,600 | $1,800 | $1,800 |
| TELEPHONE, TELECOMMUNICATIONS | $2,343 | $1,172 | $1,171 |
| SUPPLIES | |||
| WEBSITE EXPENSES | $900 | $450 | $450 |
| $2 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| OTHER INCOME-SETTLEMENT | $489,452 |
| REFUND GRANTS PAID PRIOR YEAR | $44,399 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $3,168,013 |
| ROUNDING | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADMINISTRATION FEES | $132,204 | $132,204 | |
| PROFESSIONAL FEES - OTHER | $10,015 | $10,015 | |
| MEDICAL DIRECTOR FEES | $48,000 | $48,000 |
Comments