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LINCOLN FOUNDATION

Company Details

Name: LINCOLN FOUNDATION
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
Organization Date: 17 Jan 1910 (115 years ago)
Last Annual Report: 11 Mar 2025 (3 days ago)
Organization Number: 0031393
Industry: Educational Services
Number of Employees: Small (0-19)
ZIP code: 40218
City: Louisville, Buechel, Watterson Park, Watterson Pk
Primary County: Jefferson County
Principal Office: 4322 BISHOP LANE, LOUISVILLE, KY 40218-4518
Place of Formation: KENTUCKY

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
GLDUN2MCZL15 2025-03-26 4322 BISHOP LN, LOUISVILLE, KY, 40218, 4518, USA 4322 BISHOP LANE, LOUISVILLE, KY, 40218, 4518, USA

Business Information

URL http://www.lincolnfdn.org
Congressional District 03
State/Country of Incorporation KY, USA
Activation Date 2024-03-28
Initial Registration Date 2004-11-30
Entity Start Date 1910-01-10
Fiscal Year End Close Date Dec 31

Service Classifications

NAICS Codes 611710

Points of Contacts

Electronic Business
Title PRIMARY POC
Name REBECCA WALTER
Role DIRECTOR OF FINANCE
Address 4322 BISHOP LANE, LOUISVILLE, KY, 40218, 4518, USA
Title ALTERNATE POC
Name MARSHALL BRADLEY, JR.
Address 4322 BISHOP LANE, LOUISVILLE, KY, 40218, 2128, USA
Government Business
Title PRIMARY POC
Name JACKIE L. ELLIS
Role DIRECTOR OF OPERATIONS
Address 4322 BISHOP LANE, LOUISVILLE, KY, 40218, 4518, USA
Title ALTERNATE POC
Name MARSHALL BRADLEY, JR.
Role PRESIDENT
Address 4322 BISHOP LANE, LOUISVILLE, KY, 40218, 2128, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LINCOLN FOUNDATION CBS BENEFIT PLAN 2023 610449631 2024-12-30 LINCOLN FOUNDATION 8
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 611000
Sponsor’s telephone number 5025854733
Plan sponsor’s address 4322 BISHOP LANE, LOUISVILLE, KY, 40218

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name JOSEPH HSU
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2024-12-30
Name of individual signing JOSEPH HSU
Valid signature Filed with authorized/valid electronic signature
LINCOLN FOUNDATION CBS BENEFIT PLAN 2022 610449631 2023-12-27 LINCOLN FOUNDATION 5
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 611000
Sponsor’s telephone number 5025854733
Plan sponsor’s address 4322 BISHOP LANE, LOUISVILLE, KY, 40218

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2023-12-27
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
LINCOLN FOUNDATION CBS BENEFIT PLAN 2021 610449631 2022-12-29 LINCOLN FOUNDATION 6
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 611000
Sponsor’s telephone number 5025854733
Plan sponsor’s address 4322 BISHOP LANE, LOUISVILLE, KY, 40218

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2022-12-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
LINCOLN FOUNDATION CBS BENEFIT PLAN 2020 610449631 2021-12-14 LINCOLN FOUNDATION 7
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 611000
Sponsor’s telephone number 5025854733
Plan sponsor’s address 4322 BISHOP LANE, LOUISVILLE, KY, 40218

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2021-12-14
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
LINCOLN FOUNDATION CBS BENEFIT PLAN 2019 610449631 2020-12-23 LINCOLN FOUNDATION 7
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 611000
Sponsor’s telephone number 5025854733
Plan sponsor’s address 4322 BISHOP LANE, LOUISVILLE, KY, 40218

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name KELLY WOLF
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2020-12-23
Name of individual signing KELLY WOLF
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
MARSHALL BRADLEY, JR. Registered Agent

President

Name Role
Marshall Bradley, Jr. President

Treasurer

Name Role
Christine Koenig Treasurer

Officer

Name Role
Gwendolyn M. Young Officer
Brenda Hart Officer

Director

Name Role
Herman Dubose, Sr. Director
Vivian Warren Overall Director
GEORGE W. NORTON Director
WILLIAM E. BARTON Director
MYRON E. ADAMS Director
SIMON WOLF Director
Genelle Farley Cochran Director
Louis DeFreeze III Director
Alicia Awkard Director
Jenny Sawyer Director

Incorporator

Name Role
A. D. ALLEN Incorporator
GEORGE W. NORTON Incorporator
WILLIAM E. BARTON Incorporator
MYRON E. ADAMS Incorporator
SIMON WOLFE Incorporator

Secretary

Name Role
Joe Stennis Secretary

Former Company Names

Name Action
LINCOLN INSTITUTE OF KENTUCKY Old Name

Filings

Name File Date
Annual Report 2025-03-11
Annual Report 2024-01-22
Annual Report 2023-02-03
Annual Report 2022-03-07
Annual Report 2021-02-09
Annual Report 2020-02-24
Principal Office Address Change 2019-04-12
Registered Agent name/address change 2019-04-12
Annual Report 2019-04-12
Annual Report 2018-04-10

USAspending Awards. Contracts

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
DEFINITIVE CONTRACT AWARD DOLJ051A20192 2008-07-01 2009-06-30 2052-12-31
Unique Award Key CONT_AWD_DOLJ051A20192_1605_-NONE-_-NONE-
Awarding Agency Department of Labor
Link View Page

Award Amounts

Obligated Amount 4234147.23
Current Award Amount 4234147.23
Potential Award Amount 11735397.50

Description

Title MOD. #30
NAICS Code 611710: EDUCATIONAL SUPPORT SERVICES
Product and Service Codes X199: LEASE-RENT OF MISC BLDGS

Recipient Details

Recipient LINCOLN FOUNDATION
UEI GLDUN2MCZL15
Legacy DUNS 074047218
Recipient Address 200 W BROADWAY STE 500, LOUISVILLE, JEFFERSON, KENTUCKY, 402022128, UNITED STATES

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
61-0449631 Corporation Unconditional Exemption 4322 BISHOP LN, LOUISVILLE, KY, 40218-4518 1993-01
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 10,000,000 to 49,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 12628186
Income Amount 2813101
Form 990 Revenue Amount 1482343
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name LINCOLN FOUNDATION
EIN 61-0449631
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name LINCOLN FOUNDATION
EIN 61-0449631
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name LINCOLN FOUNDATION
EIN 61-0449631
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name LINCOLN FOUNDATION
EIN 61-0449631
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name LINCOLN FOUNDATION
EIN 61-0449631
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name LINCOLN FOUNDATION
EIN 61-0449631
Tax Period 201612
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4340087110 2020-04-13 0457 PPP 4322 BISHOP LANE, LOUISVILLE, KY, 40218-4518
Loan Status Date 2020-12-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 149700
Loan Approval Amount (current) 149700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 21641
Servicing Lender Name Old National Bank
Servicing Lender Address One Main St, EVANSVILLE, IN, 47708-1449
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40218-4518
Project Congressional District KY-03
Number of Employees 9
NAICS code 611710
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 21641
Originating Lender Name Old National Bank
Originating Lender Address EVANSVILLE, IN
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 150487.46
Forgiveness Paid Date 2020-11-03

Sources: Kentucky Secretary of State