LINCOLN HEALTH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN HEALTH FOUNDATION (EIN 72-1335146)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-07-21
- IRS object ID
- 202142029349101014
- Schema version
- 2019v5.0
- 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 | 2021-07-21T16:52:57-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | 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 | 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 | 2019-10-01 | 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 | 2021-07-20 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI WOODARD | PreparerPersonNm |
| PTIN | P02411876 | PTIN |
| Phone | 3183872672 | PhoneNum |
| Preparation | 2021-07-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $27,212,190 | 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 | $171,824 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $675,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $675,751 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $284,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,520,436 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $284,803 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,144 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,147,522 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $960,554 | 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 | $9,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $178,215 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $122,215 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $56,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $277 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $277 | TaxesNetInvstIncmAmt |
| 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 | $27,597 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,614 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,983 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $329,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $194,695 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $134,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,088,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,088,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,417,788 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $194,695 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,223,092 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,270,266 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $765,859 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $601,582 | CashBOYAmt |
| Cash EOY | $482,642 | CashEOYAmt |
| Cash EOYFMV | $482,642 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $301,507 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $995,866 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $995,866 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,656,204 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,369,480 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,369,480 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,739,404 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,666,802 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,666,802 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $234,360 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $697,400 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $697,400 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,533,057 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,212,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,212,190 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $27,132,514 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $26,789,408 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $400,543 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $422,782 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,533,057 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,212,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,533,057 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,212,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,533,057 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,270,266 | ExcessRevenueOverExpensesAmt |
| Other Increases | $949,399 | OtherIncreasesAmt |
| Subtotal | $27,212,190 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $27,212,190 | 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 | $7,520,436 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,235,633 | CostOrOtherBasisAmt |
| Gain Or Loss | $284,803 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $284,803 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $284,803 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,133,132 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,744,664 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079759 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,862,828 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,229,462 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065989 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,735,317 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,331,898 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063491 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,489,243 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,592,006 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056003 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,519,716 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,042,931 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054192 | DistributionYr5Rt |
| Total Distribution | 0.319434 | TotalDistributionRt |
| Average Distribution | 0.063887 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,168,438 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,671,823 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,659 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,679,482 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,223,092 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,659 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,659 | SubtotalAmt |
| Tax Based On Investment Income | $7,659 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,505 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,705 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,046 | OverpaymentAmt |
| Applied To ES Tax | $8,000 | AppliedToESTaxAmt |
| Refund | $1,046 | RefundAmt |
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 | ||||||||
| P O BOX 2635 | RUSTON | LA | 71273 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| WILBERT ELLIS | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | VICE CHAIR | 000.00 | $0 | $0 | $0 |
| JAMES DAVISON | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| JOHN BELTON | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| SONYA CARDWELL | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| ALLEN HERBERT | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| JO TATUM | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| MARK TAYLOR | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| WILLIE WASHINGTON | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| NORMAN L HANES | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | CEO | 25.00 | $99,329 | $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 | $26,259,503 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $307,439 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,566,942 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $26,566,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $398,504 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,168,438 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,308,422 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,308,422 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,659 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,659 | TotalTaxAmt |
| Distributable Before Adj | $1,300,763 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,300,763 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,300,763 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,223,092 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,223,092 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,659 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,215,433 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,300,763 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,292 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $167,395 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $393,196 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $489,667 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $818,051 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,876,601 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,223,092 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,300,763 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $922,329 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,798,930 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,292 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,790,638 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $167,395 | ExcessFromYear4Amt |
| Excess From Year3 | $393,196 | ExcessFromYear3Amt |
| Excess From Year2 | $489,667 | ExcessFromYear2Amt |
| Excess From Year1 | $818,051 | ExcessFromYear1Amt |
| Excess From Current Year | $922,329 | 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 | $31,000 | |
| LIFE CHOICES OF NORTH CENTRAL LA | ||||||||
| 211 WEST TEXAS AVENUE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | MOMS PROGRAM | $56,935 | |
| LINCOLN PARISH HEALTH UNIT | ||||||||
| 405 E GEORGIA AVE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | CLERICAL POSITION 1 | $35,816 | |
| LINCOLN PARISH HEALTH UNIT | ||||||||
| 405 E GEORGIA AVE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | CLERICAL UNIT 2 | $35,185 | |
| LINCOLN PARISH SCHOOL BOARD | ||||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALS X | $180,581 | |
| LOUISIANA TECH UNIVERSITY | ||||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | WISE NUTRITION GRANT | $54,425 | |
| LTP MEDICAL MOBILE | ||||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALTH HUT CLINIC | $700,000 | |
| LOUISIANA TECH UNIVERSITY | ||||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUB CHAR | BULLDOG BOOK CLUB | $53,912 | |
| LINCOLN PARISH SCHOOL BOARD | ||||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUB CHAR | HEALS XII PROGRAM | $75,029 | |
| SEEKER SPRINGS | ||||||||
| 1280 OKALOOSA ROAD | EROS | LA | 71238 | NONE | PUB CHAR | TEAM-UP | $35,195 | |
| 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 | $7,333 | |
| LMCH FCC | ||||||||
| 904 DEVILLE LANE | RUSTON | LA | 71270 | NONE | PUB CHAR | MENTAL HEALTH | $116,067 | |
| LA TECH VISTA | ||||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | NUTRITION EDU | $5,700 | |
| 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 | $93,000 | |
| LMCH FCC | ||||||||
| 904 DEVILLE LANE | RUSTON | LA | 71270 | NONE | PUB CHAR | MENTAL HEALTH 8 | $172,600 | |
| BOYS & GIRLS CLUB | ||||||||
| 1201 HUDSON LANE | MONROE | LA | 71201 | NONE | PUBLIC CHAR | YEAR 9 | $85,262 | |
| LPS | ||||||||
| 5905 O STREET | LINCOLN | NE | 68510 | NONE | PUB CHAR | BACKPACK PROGRAM YR. 4 | $40,147 | |
| LOUISIANA TECH UNIVERSITY | ||||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | GSU | $7,333 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,088,520 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $675,751 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $284,803 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| OTHER INCOME-SETTLEMENT | $1,040 |
| REFUND GRANTS PAID PRIOR YE | $12,307 |
| MISC REVENUE | $1,797 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $960,554 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,144 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $975,698 | 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 | $171,824 | 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 | $9,450 | Amt |
| Net Investment Income | $4,725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,725 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC EQUITY | $14,666,802 | $14,666,802 |
| 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 | $197,400 | $197,400 |
| MISC ASSETS | $500,000 | $500,000 |
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 | $6,367 | $6,367 | |
| BANK FEES | $60 | $30 | $30 |
| COMPUTERS & SOFTWARE | $2,000 | $1,000 | $1,000 |
| DUES, SUBSCRIPTIONS, RESOURCE | $438 | $219 | $219 |
| FOOD & MEALS | $732 | $366 | $366 |
| INSURANCE | $11,186 | $5,593 | $5,593 |
| POSTAGE, SHIPPING, DELIVERY | $37 | $19 | $18 |
| PRINTING & COPYING | $3,600 | $1,800 | $1,800 |
| TELEPHONE, TELECOMMUNICATIONS | $2,277 | $1,139 | $1,138 |
| SUPPLIES | |||
| WEBSITE EXPENSES | $900 | $450 | $450 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| OTHER INCOME-SETTLEMENT | $1,040 |
| REFUND GRANTS PAID PRIOR YEAR | $12,307 |
| MISC REVENUE | $1,797 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $949,399 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADMINISTRATION FEES | $122,215 | $122,215 | |
| PROFESSIONAL FEES - OTHER | $20,000 | $20,000 | |
| MEDICAL DIRECTOR FEES | $36,000 | $36,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES-OTHER | CategoryTxt |
| Amt | $277 | Amt |
| Net Investment Income | $277 | NetInvestmentIncomeAmt |
Comments