LINCOLN HEALTH FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN HEALTH FOUNDATION (EIN 72-1335146)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-19
- IRS object ID
- 201412319349100606
- Schema version
- 2012v2.3
- 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
- Depreciation Schedule
- 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) |
|---|---|---|
| Timestamp | 2014-08-19T11:37:27-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUFFEYHUFFMANRAGSDALE&SOIGNIER(APAC) | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721335146 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINCOLN HEALTH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LINC | NameControl |
| Phone | 3182513226 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1809 NORTHPOINTE LANE SUITE 203 | AddressLine1 |
| City | RUSTON | City |
| State | LA | State |
| ZIP Code | 71270 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NORMAN L HANES | Name |
| Title | CEO | Title |
| Phone | 3182513226 | Phone |
| Date Signed | 2014-07-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANCIS I HUFFMAN | Name |
| Phone | 3183872672 | Phone |
| Date Prepared | 2014-07-31 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 27318948 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 159880 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 704891 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 704891 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 264978 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 17696095 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 264978 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1129749 | TotalRevenueAndExpenses |
| Total Net Investment Income | 969869 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 88324 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 44162 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 44162 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 412 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 412 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7245 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3623 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3622 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 172441 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 163441 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 9000 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 14129 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 862 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 1209 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 19922 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 9961 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 9961 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 35 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 19757 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8593 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 11104 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 323474 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 230642 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 78261 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1516597 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1516597 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1840071 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 230642 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1594858 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -710322 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 739227 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 258751 | CashBOY |
| Cash EOY | 249927 | CashEOY |
| Cash EOYFMV | 249927 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2367320 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2381233 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2381233 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 11911248 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 9492679 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 9492679 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 12190120 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 15188655 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 15188655 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 10295 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 3841 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 7663 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 6454 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 6454 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 26735102 | TotalAssetsBOY |
| Total Assets EOY | 27318948 | TotalAssetsEOY |
| Total Assets EOYFMV | 27318948 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 26578458 | UnrestrictedBOY |
| Unrestricted EOY | 26789147 | UnrestrictedEOY |
| Temporarily Restricted BOY | 156644 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 529801 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 26735102 | TotalNetAssetsBOY |
| Total Net Assets EOY | 27318948 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 26735102 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 27318948 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 26735102 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -710322 | ExcessOfRevenueOverExpenses |
| Other Increases | 1294168 | OtherIncreases |
| Subtotal | 27318948 | Subtotal |
| Total Net Assets Fund Balances EOY | 27318948 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 17696095 | GrossSalesPrice |
| Cost Or Other Basis | 17431117 | CostOrOtherBasis |
| Gain Or Loss | 264978 | GainOrLoss |
| Gains Minus Excess Or Losses | 264978 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 264978 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1407042 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 26015007 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054086 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1369010 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 25442834 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.053807 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 152128 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 25037102 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.006076 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.113969 | TotalDistributionRatio |
| Average Distribution Ratio | 0.037990 | AverageDistributionRatio |
| Net Noncharitable Assets | 28898313 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1097847 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7392 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1105239 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1594858 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 7392 | InvestmentIncomeExciseTax |
| Subtotal | 7392 | Subtotal |
| Tax Based On Investment Income | 7392 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8800 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 8800 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 74 | PenaltyForUnderpayment |
| Overpayment | 1334 | Overpayment |
| Amount Credited To Next Year | 1334 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | HTTP://WWW.LINCOLNHEALTH.COM | WebsiteAddress |
| Books In Care Of Person Name | NORMAN L HANES | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3182513226 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| SHIRLEY P REAGAN PHD | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | CHAIR | 2.00 | 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 MD | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 0.50 | 0 | 0 | 0 |
| FREDRIC HOOGLAND | ||||||||
| 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 | BOARD MEMBER | 0.00 | 0 | 0 | 0 |
| DR BEN P HALEY | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 0.50 | 0 | 0 | 0 |
| JO TATUM | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | BOARD MEMBER | 0.50 | 0 | 0 | 0 |
| NORMAN L HANES | ||||||||
| PO BOX 2635 | RUSTON | LA | 71273 | CEO | 25.00 | 88324 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 28948992 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 389397 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 29338389 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 29338389 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 440076 | CashDeemedCharitable |
| Net Noncharitable Assets | 28898313 | NetNoncharitableAssets |
| Minimum Investment Return | 1444916 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1444916 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7392 | TaxBasedOnInvestmentIncome |
| Total Tax | 7392 | TotalTax |
| Distributable Amount Before Adj | 1437524 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1437524 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1437524 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1594858 | ExpensesAndContributions |
| Qualifying Distributions | 1594858 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 7392 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1587466 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1437524 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 225896 | UndistributedIncomePriorYear |
| Qualifying Distributions | 1594858 | QualifyingDistributions |
| Applied To Year1 | 225896 | AppliedToYear1 |
| Applied To Current Year | 1368962 | AppliedToCurrentYear |
| Undistributed Income CY | 68562 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | LINCOLN HEALTH FOUNDATION | RecipientName |
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 Number | 3182513226 | RecipientPhoneNumber |
| Recipient Email Address | NHANES@LINCOLNHEALTH.COM | RecipientEmailAddress |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | SEE ATTACHED GRANT APPLICATION AND GUIDELINES. | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 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 | $100,000 |
| LIFE CHOICES OF NORTH CENTRAL LA | |||||||
| 211 WEST TEXAS AVENUE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | MOMS PROGRAM | $36,000 |
| LINCOLN PARISH SCHOOL BOARD | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALS III PROGRAM | $166,718 |
| LINCOLN PARISH SCHOOL BOARD | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | FAB 5 LIT FIT PROGRAMS | $24,496 |
| LINCOLN PARISH SCHOOL BOARD | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | THE HEALTH HUT | $36,517 |
| LINCOLN PARISH SCHOOL BOARD | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | HEALS IV PROGRAM | $157,711 |
| LTP MEDICAL MOBILE | |||||||
| 410 SOUTH FARMERVILLE ST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | THE HEALTH HUT CLINIC 3 | $586,255 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | STI AWARENESS - 2 | $926 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | BULLDOG BOOK CLUB | $66,000 |
| LOUISIANA TECH UNIVERISTY | |||||||
| 305 WISTERIA STREET | RUSTON | LA | 71272 | NONE | PUBLIC CHAR | CANCER SEMINARS | $5,630 |
| 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 | $120,815 |
| HOPE CENTER FOR AUTISM | |||||||
| 206 E REYNOLDS DRIVE | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | 2013 PROGRAMS | $23,496 |
| BOYS & GIRLS CLUB - UNITED WAY NELA | |||||||
| 1201 HUDSON LANE | MONROE | LA | 71201 | NONE | PUBLIC CHAR | 2013 PROGRAMS | $15,000 |
| LIFESHARE BLOOD STORAGE PROJECT | |||||||
| 107 N SERVICE ROAD EAST | RUSTON | LA | 71270 | NONE | PUBLIC CHAR | BLOOD STORAGE PROGRAMS | $27,337 |
| SEEKER SPRINGS | |||||||
| 1280 OKALOOSA ROAD | EROS | LA | 71238 | NONE | PUBLIC CHAR | TEAM UP PROGRAM | $35,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1516597 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $704,891 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $264,978 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $969,869 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 969869 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | STURGIS CHARITABLE TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 159880 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $7,245 | Amount |
| Net Investment Income | 3623 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3622 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (10 entries)
| SHIRLEY P REAGAN PHD |
| WILBERT ELLIS |
| JAMES DAVISON |
| ALLEN HERBERT MD |
| FREDRIC HOOGLAND |
| JOHN BELTON |
| BENJAMIN L DENNY |
| DR BEN P HALEY |
| JO TATUM |
| NORMAN L HANES |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | DEPRECIATION | DescriptionOfProperty |
| Current Year Expense | 1209 | CurrentYearExpense |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DOMESTIC EQUITY | 13664622 | 13664622 |
| INTERNATIONAL EQUITY | 1524033 | 1524033 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE FIXTURES & EQUIPMENT | CategoryOrItem |
| Cost Or Other Basis | 10295 | CostOrOtherBasis |
| Accumulated Depreciation | 3841 | AccumulatedDepreciation |
| Book Value | 6454 | BookValue |
| EOYFMV | 6454 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | Category |
| Amount | $412 | Amount |
| Disbursements Charitable Prps | 412 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (11 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING & PROMOTION | 2512 | 2512 | |
| DUES, SUBSCRIPTIONS, RESOURCE | 278 | 139 | 139 |
| FOOD & MEALS | 915 | 427 | 428 |
| POSTAGE, SHIPPING, DELIVERY | 106 | 53 | 53 |
| SUPPLIES | 470 | 235 | 235 |
| TELEPHONE, TELECOMMUNICATIONS | 2692 | 1346 | 1346 |
| WEBSITE EXPENSE | 500 | 250 | 250 |
| BANK FEES | 92 | 46 | 46 |
| COMPUTERS & SOFTWARE | 936 | 468 | 468 |
| INSURANCE | 11256 | 5628 | 5628 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $1,294,168 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADMINISTRATION FEES | $163,441 | 163441 | |
| PROFESSIONAL FEES - OTHER | $9,000 | 9000 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $862 | 862 |
| TAXES - OTHER | $13,267 |
Comments