LINCOLN HEALTH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN HEALTH FOUNDATION (EIN 72-1335146)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-03-18
- IRS object ID
- 201520779349100102
- Schema version
- 2013v4.0
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-18T13:48:54-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUFFMAN & SOIGNIER (APAC) | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N 18TH ST | AddressLine1 |
| City | MONROE | City |
| State | LA | State |
| ZIP Code | 712015712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | RUSTON | City |
| State | LA | State |
| ZIP Code | 712732635 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN L HANES | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3182513226 | PhoneNum |
| Signature | 2015-03-04 | 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 | 2015-03-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,241,968 | 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 | $160,705 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $711,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $711,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $571,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,092,297 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $570,055 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,443,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,281,779 | 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 | $225 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $225 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,620 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,810 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,810 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $202,766 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $190,266 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,335 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,335 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $18,445 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,222 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,223 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,897 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,552 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,345 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $359,994 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $269,038 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,956 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,391,053 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,391,053 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,751,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $269,038 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,482,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$307,377 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,012,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $249,927 | CashBOYAmt |
| Cash EOY | $266,901 | CashEOYAmt |
| Cash EOYFMV | $266,901 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,381,233 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,636,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,636,574 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,492,679 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,008,220 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,008,220 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,188,655 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,330,273 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,330,273 | CorporateStockEOYFMVAmt |
| Land BOY | $6,454 | LandBOYAmt |
| Total Assets BOY | $27,318,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,241,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,241,968 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $26,789,147 | UnrestrictedBOYAmt |
| Unrestricted EOY | $27,686,960 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $529,801 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $555,008 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,318,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,241,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,318,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,241,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,318,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$307,377 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,230,397 | OtherIncreasesAmt |
| Subtotal | $28,241,968 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,241,968 | 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 | $15,084,657 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,514,602 | CostOrOtherBasisAmt |
| Gain Or Loss | $570,055 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $570,055 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $570,055 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,587,466 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,898,313 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054933 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,407,042 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,015,007 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054086 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,369,010 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,442,834 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053807 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $152,128 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,037,102 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.006076 | DistributionYr4Rt |
| Total Distribution | 0.168902 | TotalDistributionRt |
| Average Distribution | 0.042226 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,070,065 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,311,965 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,127 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,322,092 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,482,009 | 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 | $10,127 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,127 | SubtotalAmt |
| Tax Based On Investment Income | $10,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,500 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,678 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,178 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $51 | EsPenaltyAmt |
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 | AddressLine1 |
| City | RUSTON | City |
| State | LA | State |
| ZIP Code | 71270 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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-EL | 0.50 | $0 | $0 | $0 |
| DR BEN P HALEY | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| NANCY SMITH | ||||||||
| P O BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 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 | $31,062,863 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $480,350 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,543,213 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $31,543,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $473,148 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,070,065 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,553,503 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,553,503 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,127 | TotalTaxAmt |
| Distributable Before Adj | $1,543,376 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,543,376 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,543,376 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,482,009 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,482,009 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,127 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,471,882 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,543,376 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,562 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,482,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,562 | AppliedToYear1Amt |
| Applied To Current Year | $1,413,447 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $129,929 | UndistributedIncomeCYAmt |
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 | AddressLine1 |
| Address Line2 | 933 NORTH TRENTON ST | AddressLine2 |
| City | RUSTON | City |
| State | LA | State |
| ZIP Code | 71270 | ZIPCode |
| 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ELISHA MINISTRIES | |||||||
| 608 SOUTH TRENTION ST | RUSTON | LA | 71271 | NONE | PUBLIC CHAR | MEDICAL | $25,000 |
| LIFE CHOICES OF NORTH CENTRAL LA | |||||||
| 211 WEST TEXAS AVENUE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | LIFE CHOICES OF NORTH CENTRAL LA | $127,000 |
| LIFE CHOICES OF NORTH CENTRAL LA | |||||||
| 211 WEST TEXAS AVENUE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | MOMS PROGRAM | $40,000 |
| LINCOLN PARISH SCHOOL BOARD | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALS IV PROGRAM | $334,185 |
| LTP MEDICAL MOBILE | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | THE HEALTH HUT CLINIC 3 | $390,000 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | WISE NUTRITION GRANT | $29,785 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | BULLDOG BOOK CLUB | $62,498 |
| LOUISIANA TECH UNIVERISTY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | CANCER SEMINARS | $2,121 |
| UNITED WAY OF NE LOUISIANA | |||||||
| 1201 HUDSON LANE | MONROE | LA | 71201 | NONE | PUBLIC CHAR | BOYS & GIRLS CLUBS | $88,725 |
| LA UNITED METHODIST CHILDREN & FAM | |||||||
| 901 S VIENNA STREET | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | MENTAL HEALTH - 1 | $143,430 |
| BOYS & GIRLS CLUB - UNITED WAY NELA | |||||||
| 1201 HUDSON LANE | MONROE | LA | 71201 | NONE | PUBLIC CHAR | 2013 PROGRAMS | $15,000 |
| SEEKER SPRINGS | |||||||
| 1280 OKALOOSA ROAD | EROS | LA | 71238 | NONE | PUBLIC CHAR | TEAM UP PROGRAM | $36,677 |
| CHILDREN'S COALITION | |||||||
| 1363 LOUISVILLE AVE | MONROE | LA | 71201 | NONE | PUBLIC CHAR | SPONSOR CLERICAL POSITION | $34,209 |
| LIFEHOUSE MINISTRIES | |||||||
| 813 N TRENTON STREET | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | COMMUNITY GARDEN | $20,000 |
| LA DELTA COMMUNITY COLLEGE | |||||||
| 7500 MILLHAVEN ROAD | MONROE | LA | 71203 | NONE | PUBLIC CHAR | CERTIFIED NURSING ASSISTANT CLASSES | $37,500 |
| LA LECHE LEAGUE OF RUSTON | |||||||
| 148 CAMILLIA CIRCLE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | BREAST FEEDING PROMOTION | $4,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,391,053 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $711,724 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $570,055 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,186 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,281,779 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,186 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,282,965 | 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 | AddressLine1 |
| City | TEXARKANA | City |
| State | TX | State |
| ZIP Code | 75503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $160,705 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $21,620 | Amt |
| Net Investment Income | $10,810 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,810 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (10 entries)
| SONJA CARDWELL |
| WILBERT ELLIS |
| JAMES DAVISON |
| ALLEN HERBERT |
| JOHN BELTON |
| BENJAMIN L DENNY |
| DR BEN P HALEY |
| NANCY SMITH |
| NORMAN L HANES |
| WILLIE WASHINGTON |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ASSETS | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $7,640 | GrossSalesPriceAmt |
| Basis | $6,454 | BasisAmt |
| Total Net | $1,186 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC EQUITY | $13,861,491 | $13,861,491 |
| INTERNATIONAL EQUITY | $3,468,782 | $3,468,782 |
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) |
|---|---|---|
| Legal Fees | $225 | LegalFeesAmt |
| Disbursements Charitable Prps | $225 | 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 | $1,790 | $1,790 | |
| BANK FEES | $78 | $39 | $39 |
| COMPUTERS & SOFTWARE | $2,000 | $1,000 | $1,000 |
| DUES, SUBSCRIPTIONS, RESOURCE | $265 | $133 | $132 |
| FOOD & MEALS | $914 | $457 | $457 |
| INSURANCE | $11,769 | $5,885 | $5,884 |
| POSTAGE, SHIPPING, DELIVERY | $95 | $48 | $47 |
| PRINTING & COPYING | $672 | $336 | $336 |
| SUPPLIES | $36 | $18 | $18 |
| TELEPHONE, TELECOMMUNICATIONS | $2,000 | $1,000 | $1,000 |
| WEBSITE EXPENSE | $700 | $350 | $350 |
| OTHER EXPENSES | $578 | $289 | $289 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $1,230,397 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADMINISTRATION FEES | $190,266 | $190,266 | |
| PROFESSIONAL FEES - OTHER | $12,500 | $12,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | ||
| TAXES - OTHER | $2,335 | $2,335 |
Comments