LINCOLN HEALTH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN HEALTH FOUNDATION (EIN 72-1335146)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-17
- IRS object ID
- 202022309349100422
- Schema version
- 2018v3.2
- 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 Decreases Schedule
- 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 | 2020-08-17T12:14:38-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | 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 | 2018-10-01 | 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 | 2020-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCIS I HUFFMAN | PreparerPersonNm |
| PTIN | P01404670 | PTIN |
| Phone | 3183872672 | PhoneNum |
| Preparation | 2020-08-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.145.108.105 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-17 | IPDt |
| IP Tm | 12:14:38 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 568C6D7408D3021F46C8C4F8576B175417B7C7CB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 568C6D7408D3021F46C8C4F8576B175417B7C7CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,533,057 | 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 | $173,593 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $708,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $708,814 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $628,928 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,703,443 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $628,928 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $34,863 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,546,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,337,742 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $99,329 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $49,665 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $49,664 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,382 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,191 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,191 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $139,432 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,432 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,522 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,522 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $14,400 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,200 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,200 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,141 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,071 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,070 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,658 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,061 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,597 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $335,864 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $230,142 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $105,722 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,038,486 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,038,486 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,374,350 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $230,142 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,144,208 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$828,152 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,107,600 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $469,163 | CashBOYAmt |
| Cash EOY | $601,582 | CashEOYAmt |
| Cash EOYFMV | $601,582 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $243,339 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $301,507 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $301,507 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,511,077 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,656,204 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,656,204 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,481,199 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,739,404 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,739,404 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $234,360 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $234,360 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,704,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,533,057 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,533,057 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $28,314,664 | UnrestrictedBOYAmt |
| Unrestricted EOY | $27,132,514 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $390,114 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $400,543 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,704,778 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,533,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,704,778 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,533,057 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,704,778 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$828,152 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $27,876,627 | SubtotalAmt |
| Other Decreases | $343,570 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,533,057 | 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 | $9,703,443 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,074,515 | CostOrOtherBasisAmt |
| Gain Or Loss | $628,928 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $628,928 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $628,928 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,862,828 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,229,462 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065989 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,735,317 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,331,898 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063491 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,489,243 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,592,006 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056003 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,519,716 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $28,042,931 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054192 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,471,882 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,070,065 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047373 | DistributionYr5Rt |
| Total Distribution | 0.287048 | TotalDistributionRt |
| Average Distribution | 0.057410 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,744,664 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,535,411 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,076 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,546,487 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,144,208 | 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 | $11,076 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,076 | SubtotalAmt |
| Tax Based On Investment Income | $11,076 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $19,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $8,123 | OverpaymentAmt |
| Applied To ES Tax | $8,123 | 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 | ||||||||
| 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 |
| SONJA CARDWELL | ||||||||
| 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 | PRESIDENT | 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 |
| MARVIN GREEN MD | ||||||||
| 2200 WALES COURT | RUSTON | LA | 71270 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| ELDRED HARDISON | ||||||||
| 2510 HILLSIDE DRIVE | RUSTON | LA | 71270 | BOARD MEMBER | 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 | $26,558,416 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $593,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,151,943 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $27,151,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $407,279 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,744,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,337,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,337,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,076 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,076 | TotalTaxAmt |
| Distributable Before Adj | $1,326,157 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,326,157 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,326,157 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,144,208 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,144,208 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,076 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,133,132 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,326,157 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $8,292 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $167,395 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $393,196 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $489,667 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,058,550 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,144,208 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,326,157 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $818,051 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,876,601 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,876,601 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,292 | ExcessFromYear4Amt |
| Excess From Year3 | $167,395 | ExcessFromYear3Amt |
| Excess From Year2 | $393,196 | ExcessFromYear2Amt |
| Excess From Year1 | $489,667 | ExcessFromYear1Amt |
| Excess From Current Year | $818,051 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB - UNITED WAY NELA | |||||||
| 1201 HUDSON LANE | MONROE | LA | 71201 | NONE | PUBLIC CHAR | SUMMER FEEDING | $15,000 |
| ELISHA MINISTRIES | |||||||
| 608 SOUTH TRENTION ST | RUSTON | LA | 71271 | NONE | PUBLIC CHAR | MEDICAL | $28,000 |
| FOOD BANK OF NELA | |||||||
| 4600 CENTRAL AVE | MONROE | LA | 71203 | NONE | PUB CHAR | FOOD BACKPACK PROGRAM | $44,713 |
| LA UNITED METHODIST CHILDREN & FAM | |||||||
| 901 S VIENNA STREET | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | MENTAL HEALTH - 1 | $58,033 |
| 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 | $61,000 |
| LINCOLN ECONOMIC DEV COUNCIL | |||||||
| 401 NORTH TRENTON ST | RUSTON | LA | 71270 | NONE | PUB CHAR | IMPROVING HEALTH EQUITY | $250,000 |
| LINCOLN PARISH HEALTH UNIT | |||||||
| 405 E GEORGIA AVE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | CLERICAL POSITION 1 | $37,020 |
| LINCOLN PARISH HEALTH UNIT | |||||||
| 405 E GEORGIA AVE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | CLERICAL UNIT 2 | $41,191 |
| LINCOLN PARISH SCHOOL BOARD | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALS X | $259,098 |
| LINCOLN PARISH SCHOOL BOARD | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALS XI | $90,290 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | WISE NUTRITION GRANT | $72,535 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | NURSING SCHOLARSHIPS | $16,105 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUB CHAR | BULLDOG BOOK CLUB | $60,813 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | STI AWARENESS CAMPAIGN | $2,500 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | VISTA - UP WITH PEOPLE | $5,000 |
| LTP MEDICAL MOBILE | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALTH HUT CLINIC 8 | $481,160 |
| LTP MEDICAL MOBILE | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALTH HUT - BRIDGE FUNDS | $182,571 |
| LTP MEDICAL MOBILE | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALH HUT RENOVATION | $120,000 |
| SEEKER SPRINGS | |||||||
| 1280 OKALOOSA ROAD | EROS | LA | 71238 | NONE | PUB CHAR | TEAM-UP | $35,195 |
| UNITED WAY OF NE LOUISIANA | |||||||
| 1201 HUDSON LANE | MONROE | LA | 71201 | NONE | PUBLIC CHAR | BOYS & GIRLS CLUBS | $85,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,038,486 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $708,814 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $628,928 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| OTHER INCOME-SETTLEMENT | $262 |
| REFUND GRANTS PAID PRIOR YE | $34,601 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,337,742 | ExclusionAmt |
| Related Or Exempt Function Incm | $34,863 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,372,605 | 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 | $173,593 | 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 | $14,382 | Amt |
| Net Investment Income | $7,191 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,191 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DOMESTIC EQUITY | StockNm |
| EOY Book Value | $15,739,404 | EOYBookValueAmt |
| EOYFMV | $15,739,404 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $234,360 | BookValueAmt |
| EOYFMV | $234,360 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $343,570 | Amt |
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 | $11,534 | $11,534 | |
| BANK FEES | $71 | $36 | $35 |
| COMPUTERS & SOFTWARE | $2,000 | $1,000 | $1,000 |
| DUES, SUBSCRIPTIONS, RESOURCE | $403 | $202 | $201 |
| FOOD & MEALS | $1,633 | $817 | $816 |
| INSURANCE | $11,132 | $5,566 | $5,566 |
| POSTAGE, SHIPPING, DELIVERY | $48 | $24 | $24 |
| PRINTING & COPYING | $3,600 | $1,800 | $1,800 |
| TELEPHONE, TELECOMMUNICATIONS | $2,000 | $1,000 | $1,000 |
| SUPPLIES | $92 | $46 | $46 |
| WEBSITE EXPENSES | $3,145 | $1,572 | $1,573 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| OTHER INCOME-SETTLEMENT | $262 |
| REFUND GRANTS PAID PRIOR YEAR | $34,601 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECT BEG FUND BAL | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADMINISTRATION FEES | $124,432 | $124,432 | |
| PROFESSIONAL FEES - OTHER | $15,000 | $15,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES-OTHER | $26,352 | $26,352 |
| FOREIGN TAX WITHELD | $170 | $170 |
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