LINCOLN HEALTH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN HEALTH FOUNDATION (EIN 72-1335146)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-02-16
- IRS object ID
- 201820479349100502
- Schema version
- 2016v3.1
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-16T09:19:54-06:00 | ReturnTs |
| Tax Period End | 2017-09-30 | 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 | HUFFMAN & SOIGNIER (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 | 2016-10-01 | 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 | 2018-01-29 | 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 | 2018-01-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 022BCD49D6B404FF2F2B6C43C3D26EED0D5CF3F2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9293070C3A5C60B579B2C6CB643BA93759159DAB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,480,196 | 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 | $356,323 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $641,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $641,317 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $829,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,870,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $829,474 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,736 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,831,850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,470,791 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $93,706 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $46,853 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $46,853 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $400 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $400 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,510 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,755 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,755 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $188,562 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $176,062 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,500 | OtherProfFeesDsbrsChrtblAmt |
| 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 | $146 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $73 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $73 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,031 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,708 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,323 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $341,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $247,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $94,104 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,653,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,653,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,994,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $247,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,747,554 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$162,755 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,223,740 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $343,970 | CashBOYAmt |
| Cash EOY | $551,379 | CashEOYAmt |
| Cash EOYFMV | $551,379 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,677,133 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,165,509 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,165,509 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,914,431 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,419,279 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,419,279 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,188,450 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,344,029 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,344,029 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $27,123,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,480,196 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,480,196 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $26,749,085 | UnrestrictedBOYAmt |
| Unrestricted EOY | $27,911,615 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $374,899 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $568,581 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,123,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,480,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,123,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,480,196 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,123,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$162,755 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,518,967 | OtherIncreasesAmt |
| Subtotal | $28,480,196 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,480,196 | 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 | $10,870,724 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,041,250 | CostOrOtherBasisAmt |
| Gain Or Loss | $829,474 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $829,474 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $829,474 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,489,243 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,592,006 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056003 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,519,716 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,042,931 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054192 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,471,882 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,070,065 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047373 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,587,466 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $28,898,313 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054933 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,407,042 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,015,007 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054086 | DistributionYr5Rt |
| Total Distribution | 0.266587 | TotalDistributionRt |
| Average Distribution | 0.053317 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,331,898 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,457,255 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,237 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,469,492 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,747,554 | 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 | $12,237 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,237 | SubtotalAmt |
| Tax Based On Investment Income | $12,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $8,237 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| SONYA CARDWELL | ||||||||
| P O BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| WILBERT ELLIS | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | VICE CHAIR | 0.50 | $0 | $0 | $0 |
| JAMES DAVISON | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | SECRETARY/TR | 0.50 | $0 | $0 | $0 |
| ALLEN HERBERT | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| JOHN BELTON | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| NANCY SMITH | ||||||||
| P O BOX 2635 | RUSTON | LA | 71273 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| NORMAN L HANES | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | CEO | 25.00 | $93,706 | $0 | $0 |
| WILLIE WASHINGTON | ||||||||
| P O BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| MARK TAYLOR | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| GARY LUFFEY | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 0.50 | $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 | $27,310,308 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $437,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,748,120 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $27,748,120 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $416,222 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,331,898 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,366,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,366,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,237 | TotalTaxAmt |
| Distributable Before Adj | $1,354,358 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,354,358 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,354,358 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,747,554 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,747,554 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,237 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,735,317 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,354,358 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $8,292 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $167,395 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $175,687 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,747,554 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,354,358 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $393,196 | RemainingDistriFromCorpusAmt |
| Total Corpus | $568,883 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $568,883 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,292 | ExcessFromYear2Amt |
| Excess From Year1 | $167,395 | ExcessFromYear1Amt |
| Excess From Current Year | $393,196 | 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 (17 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 | 2017 PROGRAMS | $15,000 |
| ELISHA MINISTRIES | |||||||
| 608 SOUTH TRENTION ST | RUSTON | LA | 71271 | NONE | PUBLIC CHAR | MEDICAL | $28,000 |
| LA UNITED METHODIST CHILDREN & FAM | |||||||
| 901 S VIENNA STREET | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | MENTAL HEALTH - 1 | $199,427 |
| LIFE CHOICES OF NORTH CENTRAL LA | |||||||
| 211 WEST TEXAS AVENUE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | LIFE CHOICES OF NORTH CENTRAL LA | $124,000 |
| LIFE CHOICES OF NORTH CENTRAL LA | |||||||
| 211 WEST TEXAS AVENUE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | MOMS PROGRAM | $61,002 |
| LINCOLN PARISH HEALTH UNIT | |||||||
| 405 E GEORGIA AVE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | CLERICAL POSITION 1 | $32,890 |
| LINCOLN PARISH HEALTH UNIT | |||||||
| 405 E GEORGIA AVE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | CLERICAL UNIT 2 | $35,606 |
| LINCOLN PARISH SCHOOL BOARD | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALS VIII | $55,359 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | WISE NUTRITION GRANT | $34,606 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | NURSING SCHOLARSHIPS | $15,783 |
| LTP MEDICAL MOBILE | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | THE HEALTH HUT CLINIC 5 | $156,250 |
| LTP MEDICAL MOBILE | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALTH HUT CLINIC 4 | $510,000 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | KINESIOLOGY CURRICULUM | $9,628 |
| UNITED WAY OF NE LOUISIANA | |||||||
| 1201 HUDSON LANE | MONROE | LA | 71201 | NONE | PUBLIC CHAR | BOYS & GIRLS CLUBS | $89,525 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUB CHAR | BULLDOG BOOK CLUB | $56,431 |
| FOOD BANK OF NELA | |||||||
| 4600 CENTRAL AVE | MONROE | LA | 71203 | NONE | PUB CHAR | FOOD BACKPACK PROGRAM | $51,306 |
| LINCOLN PARISH SCHOOL BOARD | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUB CHAR | HEALS IX PROGRAM | $178,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,653,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $641,317 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $829,474 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| REFUND GRANT PAID PRIOR YEAR | $172 |
| OTHER REFUNDS | $4,564 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,470,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,736 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,475,527 | 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 | $356,323 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $11,510 | Amt |
| Net Investment Income | $5,755 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,755 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC EQUITY | $13,819,964 | $13,819,964 |
| INTERNATIONAL EQUITY | $2,524,065 | $2,524,065 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE FIXTURES & EQUIPMENT | CategoryOrItemTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $800 | LegalFeesAmt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
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 | $10,617 | $10,617 | |
| BANK FEES | $117 | $58 | $59 |
| COMPUTERS & SOFTWARE | $2,000 | $1,000 | $1,000 |
| DUES, SUBSCRIPTIONS, RESOURCE | $392 | $196 | $196 |
| FOOD & MEALS | $1,421 | $710 | $711 |
| INSURANCE | $11,102 | $5,551 | $5,551 |
| POSTAGE, SHIPPING, DELIVERY | $70 | $35 | $35 |
| PRINTING & COPYING | $3,600 | $1,800 | $1,800 |
| TELEPHONE, TELECOMMUNICATIONS | $2,000 | $1,000 | $1,000 |
| WEBSITE EXPENSE | $200 | $100 | $100 |
| OTHER EXPENSES | $486 | $243 | $243 |
| SUPPLIES | $26 | $13 | $13 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| REFUND GRANT PAID PRIOR YEAR | $172 |
| OTHER REFUNDS | $4,564 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $1,518,967 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADMINISTRATION FEES | $176,062 | $176,062 | |
| PROFESSIONAL FEES - OTHER | $12,500 | $12,500 |
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