LINCOLN HEALTH FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN HEALTH FOUNDATION (EIN 72-1335146)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-03-15
- IRS object ID
- 201640759349100009
- Schema version
- 2014v6.0
- 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
- Land Etc 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 | 2016-03-15T10:39:30-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | 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 | 2014-10-01 | 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 | 2016-03-14 | 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 | 2016-03-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,453,806 | 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 | $162,997 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $740,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $740,189 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $565,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,849,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $565,954 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $224 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,469,364 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,306,143 | 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 |
| Accounting Fees Rev And Expnss | $9,176 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,588 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,588 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $194,907 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $192,407 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,693 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,693 | 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 | $25,663 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,822 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,841 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $349,545 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $273,563 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,982 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,454,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,454,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,803,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $273,563 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,530,042 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$334,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,032,580 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $266,901 | CashBOYAmt |
| Cash EOY | $38,661 | CashEOYAmt |
| Cash EOYFMV | $38,661 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,636,574 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,445,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,445,565 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,008,220 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,919,944 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,919,944 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,330,273 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,049,636 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,049,636 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $28,241,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,453,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,453,806 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $27,686,960 | UnrestrictedBOYAmt |
| Unrestricted EOY | $26,078,203 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $555,008 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $375,603 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,241,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,453,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,241,968 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,453,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,241,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$334,241 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$1,453,921 | OtherIncreasesAmt |
| Subtotal | $26,453,806 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,453,806 | 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 | $11,849,036 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,283,082 | CostOrOtherBasisAmt |
| Gain Or Loss | $565,954 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $565,954 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $565,954 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,471,882 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,070,065 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047373 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,587,466 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,898,313 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054933 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,407,042 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,015,007 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054086 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,369,010 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,442,834 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053807 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $152,128 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,037,102 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.006076 | DistributionYr5Rt |
| Total Distribution | 0.216275 | TotalDistributionRt |
| Average Distribution | 0.043255 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,042,931 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,212,997 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,326 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,223,323 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,530,042 | 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 | $10,326 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,326 | SubtotalAmt |
| Tax Based On Investment Income | $10,326 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,844 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,844 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $1,498 | 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 | 1806 NORTHPOINTE LANE STE 203 | AddressLine1Txt |
| City | RUSTON | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71270 | 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 |
|---|---|---|---|---|---|---|---|---|
| SONJA 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 |
| BENJAMIN L DENNY | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DR BEN P HALEY | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| NANCY SMITH | ||||||||
| P O BOX 2635 | RUSTON | LA | 71273 | PRESIDENT-EL | 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 |
| 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 | $28,157,964 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $312,017 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,469,981 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $28,469,981 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $427,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,042,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,402,147 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,402,147 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,326 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,326 | TotalTaxAmt |
| Distributable Before Adj | $1,391,821 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,391,821 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,391,821 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,530,042 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,530,042 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,326 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,519,716 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,391,821 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $129,929 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,530,042 | QualifyingDistributionsAmt |
| Applied To Year1 | $129,929 | AppliedToYear1Amt |
| Applied To Current Year | $1,391,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,292 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,292 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,292 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $8,292 | 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 (23 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 | 2015 PROGRAMS | $15,000 |
| ELISHA MINISTRIES | |||||||
| 608 SOUTH TRENTION ST | RUSTON | LA | 71271 | NONE | PUBLIC CHAR | MEDICAL | $28,000 |
| GRAMBLING STATE UNIVERSITY | |||||||
| 403 MAIN STREET | GRAMBLING | LA | 71245 | NONE | PUBLIC CHAR | STI EDUCATION | $7,500 |
| LA DELTA COMMUNITY COLLEGE | |||||||
| 7500 MILLHAVEN ROAD | MONROE | LA | 71203 | NONE | PUBLIC CHAR | CERTIFIED NURSING ASSISTANT CLASSES | $39,300 |
| LA UNITED METHODIST CHILDREN & FAM | |||||||
| 901 S VIENNA STREET | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | MENTAL HEALTH - 1 | $143,280 |
| 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 | $46,000 |
| LINCOLN PARISH HEALTH UNIT | |||||||
| 405 E GEORGIA AVE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | CLERICAL POSITION 1 | $22,511 |
| LINCOLN PARISH HEALTH UNIT | |||||||
| 405 E GEORGIA AVE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | CLERICAL UNIT 2 | $30,941 |
| LINCOLN PARISH SCHOOL BOARD | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | SMART BODIES | $9,397 |
| LINCOLN PARISH SCHOOL BOARD | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | SCHOOL GARDENS | $6,107 |
| LINCOLN PARISH SCHOOL BOARD | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALS VII | $307,301 |
| LOUISIANA TECH UNIVERISTY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | CANCER SEMINARS | $3,029 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | WISE NUTRITION GRANT | $74,402 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | BULLDOG BOOK CLUB | $78,818 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | STI AWARENESS | $4,728 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | NURSING SCHOLARSHIPS | $16,098 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | TOBACCO FREE LIFESTYLES | $4,721 |
| LTP MEDICAL MOBILE | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | THE HEALTH HUT CLINIC 5 | $90,000 |
| LTP MEDICAL MOBILE | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALTH HUT CLINIC 4 | $110,000 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | KINESIOLOGY CURRICULUM | $170,000 |
| SEEKER SPRINGS | |||||||
| 1280 OKALOOSA ROAD | EROS | LA | 71238 | NONE | PUBLIC CHAR | TEAM UP PROGRAM | $42,635 |
| UNITED WAY OF NE LOUISIANA | |||||||
| 1201 HUDSON LANE | MONROE | LA | 71201 | NONE | PUBLIC CHAR | BOYS & GIRLS CLUBS | $80,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,454,060 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $740,189 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $565,954 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| REFUND GRANT PAID PRIOR YEAR | $193 |
| OTHER REFUNDS | $31 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,306,143 | ExclusionAmt |
| Related Or Exempt Function Incm | $224 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,306,367 | 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 | $162,997 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $9,176 | Amt |
| Net Investment Income | $4,588 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,588 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC EQUITY | $13,104,553 | $13,104,553 |
| INTERNATIONAL EQUITY | $945,083 | $945,083 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE FIXTURES & EQUIPMENT | CategoryOrItemTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING & PROMOTION | $4,016 | $4,016 | |
| BANK FEES | $90 | $45 | $45 |
| COMPUTERS & SOFTWARE | $2,000 | $1,000 | $1,000 |
| DUES, SUBSCRIPTIONS, RESOURCE | $265 | $133 | $132 |
| FOOD & MEALS | $1,372 | $686 | $686 |
| INSURANCE | $11,009 | $5,505 | $5,504 |
| POSTAGE, SHIPPING, DELIVERY | $96 | $48 | $48 |
| PRINTING & COPYING | $3,600 | $1,800 | $1,800 |
| SUPPLIES | $113 | $57 | $56 |
| TELEPHONE, TELECOMMUNICATIONS | $2,000 | $1,000 | $1,000 |
| WEBSITE EXPENSE | $400 | $200 | $200 |
| OTHER EXPENSES | $598 | $299 | $299 |
| TRAVEL AND MILEAGE | $104 | $52 | $52 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| REFUND GRANT PAID PRIOR YEAR | $193 |
| OTHER REFUNDS | $31 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | -$1,453,921 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADMINISTRATION FEES | $192,407 | $192,407 | |
| PROFESSIONAL FEES - OTHER | $2,500 | $2,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - OTHER | CategoryTxt |
| Amt | $11,693 | Amt |
| Net Investment Income | $11,693 | NetInvestmentIncomeAmt |
Comments