2024-05-15T20:59:42-05:00 2023-06-30 132060851 Owen J Flanagan & Co 445 Hamilton Avenue 11th floor White Plains NY 10601 990PF 2022-07-01 866021106 LINCOLN INSTITUTE OF LAND POLICY LINC 6023934300 11010 N TATUM BLVD D101 Phoenix AZ 85028 GEORGE MCCARTHY PRESIDENT & CEO 6176613016 2024-05-15 1 GEORGE MCCARTHY 999009999 0 Kevin Sunkel P00706145 2126822783 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 745506055 X 5661400 14705276 12918218 14705276 32581637 32859704 32581637 0 2320359 0 2320359 55268672 45499855 17025635 2015110 685224 685224 1329886 12491099 0 0 13419900 5564785 107943 107943 4819364 33743 20460 20460 13283 84353 0 0 0 4253409 3892042 3892042 440507 1039275 41571 41571 989842 1354075 136725 136725 0 920438 36818 36818 909695 36388 36388 870560 2820556 31552 31552 2966647 19009092 112169 2432528 16782387 50495630 5100892 7421251 41632376 0 0 50495630 5100892 7421251 41632376 4773042 40398963 9604384 1800498 2060498 2060498 21296778 34292708 34292708 336653 336653 336653 3267737 3267737 1108154 1108154 375636614 443183242 443183242 16930721 16316727 16316727 195855935 210326963 210326963 46248377 11805091 35263550 34443286 34443286 31520 170087 170087 646815616 745506055 745506055 2725845 40414205 48498751 40414205 51224596 X 601004037 684188563 5397374 10092896 606401411 694281459 646815616 745506055 606401411 4773042 83665122 694839575 558116 694281459 SHORT TERM P 278067 -278067 -278067 LONG TERM P 32859704 32859704 32859704 32581637 -278067 561546 0 561546 0 561546 250000 0 150000 0 400000 0 161546 0 0 0 0 0 0 0 0 0 0 1 1 AZ MA DC 1 1 0 0 0 1 WWW.LINCOLNINST.EDU LINCOLN INSTITUTE OF LAND POLICY 6023934300 11010 N TATUM BLVD PHOENIX AZ 85028 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 KATHRYN J LINCOLN 11010 N TATUM BLVD PHOENIX AZ 85028 CHAIR & CIO/DIRECTOR 37.50 528540 79270 0 GEORGE MC CARTHY 113 BRATTLE STREET CAMBRIDGE MA 02138 CEO AND PRESIDENT/DIRECTOR 37.50 563126 91092 0 SCOTT MC DANIEL thru May 2023 11010 N TATUM BLVD PHOENIX AZ 85028 TREAS. & DIRECTOR OF FINANCE 37.50 201500 42608 0 LIZZIE KAZAN 11010 N TATUM BLVD PHOENIX AZ 85028 ASSIST TREASURER SINCE APRIL 2023 37.50 185000 27930 0 MIMI BROWN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.25 15950 0 0 JOHN G LINCOLN III 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.25 16000 0 0 KEVYN ORR 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.50 19000 0 0 THOMAS BECKER 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 2.00 27000 0 0 BRUCE LINCOLN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.50 6500 0 0 THOMAS NECHYBA 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.75 28500 0 0 WILLIAM GOODELL 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.75 23000 0 0 PETER CULP 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.25 3000 0 0 VINOD PARMESHWAR 113 BRATTLE STREET CAMBRIDGE MA 02138 CFO/CHR 37.50 280000 53899 0 CONSTANCE MITCHELL FORD 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.00 13000 0 0 JANE CAMPBELL 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.75 24000 0 0 TIM RENJILIAN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 2.00 29000 0 0 SCOTT SMITH 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.75 10000 0 0 ADRIANA SOTO 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.00 14000 0 0 TZU-CHIN LIN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.25 3000 0 0 NANCY GIBBS 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.25 17000 0 0 LOURDES GERMAN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.50 8000 0 0 MIA STIER 11010 N TATUM BLVD PHOENIX AZ 85028 SECRETARY 37.50 135200 39867 0 ROBIN HACKE 113 BRATTLE STREET CAMBRIDGE MA 02138 E.D. - CCI 37.50 344000 47961 0 JOAN YOUNGMAN 113 BRATTLE STREET CAMBRIDGE MA 02138 SR. FELLOW 37.50 323336 44480 0 ANN W SCOTT 113 BRATTLE STREET CAMBRIDGE MA 02138 E.D. - CGS 37.50 316000 44470 0 ZHI LIU 113 BRATTLE STREET CAMBRIDGE MA 02138 SR. FELLOW 37.50 277000 76275 0 ENRIQUE SILVA 113 BRATTLE STREET CAMBRIDGE MA 02138 CHIEF PROGRAM OFFICE 37.50 280000 58888 0 124 EAGLE CAPITAL MANAGEMENT 499 PARK AVENUE NEW YORK NY 10222 INVESTMENT ADVICE 684908 MT AUBURN ASSOCIATES 700 CHILDRENS DRIVE COLUMBUS OH 43205 CONSULTANT 370500 MERRILL LYNCH 2555 E CAMELBACK RD PHOENIX AZ 85016 INVESTMENT CONSULTING 309109 SONORAN INSTITUTE 5049 E BROADWAY BLVD TUCSON AZ 85711 CONSULTING 301500 SANDS CAPITAL 1101 WILSON BLVD ARLINGTON VA 22209 INVESTMENT ADVICE 301220 66 REDUCED POVERTY AND SPATIAL INEQUALITY - Better access to opportunity means better outcomes--at the individual and collective levels--and land policy can be a crucial lever in achieving that. In the United States and elsewhere, we must grapple with our histories of racial and class oppression, persistent segregation, and inequitable access to resources and opportunities. Our work seeks to address these challenges by expanding access to thriving neighborhoods and cities, and creating new opportunities in those that are struggling. 10069869 SUSTAINABLY MANAGED LAND AND WATER RESOURCES - The most basic of natural resources, land and water are the foundation of civilization. Through international networks and cutting-edge research, we strive toward greater land stewardship and coordinated land and water decisions. 6457850 LOW CARBON CLIMATE-RESISTANT COMMUNITIES AND REGIONS - Land and water policy can shape the built and natural environment to reduce the extent of climate change and to help communities and natural systems withstand the impacts of a warmer climate. The Lincoln Institute is advancing good planning practices to address these challenges, and aspires to foster climate justice as a key element of this work. 4894192 Claremont Lincoln University - direct program support for CLU to create, sustain and expand educational offerings. 6765882 0 644338941 1930498 650000 646919439 0 0 646919439 9703792 637215647 31860782 X 41632376 0 100174 41732550 2006-11-01 X 9604384 5918517 14264643 7840832 37628376 8163726 5030739 12124947 6664707 31984120 41732550 40943792 32346039 29094924 144117305 0 0 0 0 0 41732550 40943792 32346039 29094924 144117305 0 0 21240521 23560455 21987504 18938213 85726693 0 0 0 0 X 0 0 PUBLICATIONS 36988 CONTRACTS 2270858 EVENTS 12513 531390 14 14705276 18 32581637 0 47286913 2320359 49607272 1A SALES OF SCHOLARLY PUBLICATIONS IN VARIOUS PROGRAM AREAS 1B CONTRACT SERVICES FOR LINCOLN PROGRAM EXPERTISE 1C EVENT COSTS REIMBURSED 0 0 0 0 0 0 0 0 0 0 X X 1 PLANET WOMEN 9760 COPPERTOP LOOP BAINBRIDGE ISLAND WA 98110 25000 X 2 TR PRICE PROGRAM FOR CHARITABLE GIVING PO BOX 17115 BALTIMORE MD 21297 375000 X 3 Robert Wood Johnson Foundation 50 COLLEGE ROAD EAST PRINCETOWN NJ 08540 1450000 X 4 NeighborWorks America 999 NORTH CAPITOL ne WASHINGTON DC 20002 145000 X 5 DEPARTMENT OF THE INTERIOR BOX 61470 BOULDER CITY NV 89006 5000 X 6 SCHWAB CHARITABLE GIFT FUND 211 MAIN STREET SAN FRANCISCO CA 94105 5000 X 7 Kresge Foundation 3215 WEST BIG BEAVER ROAD TROY MI 48084 3163291 X 8 SOUTHERN UTE INDIAN TRIBE PO BOX 737 IGNACIO CO 81137 5000 X 9 Heron Foundation PO BOX 996 NEW MILFORD CT 06776 150000 X 10 US ENDOWMENT 908 E NORTH STREET GREENVILLE SC 29601 58211 X 11 The Nature Conservancy 4245 North Fairfax Drive ARLINGTON VA 22203 94000 X 12 PEW CHARITABLE TRUST 25 MARKET STREET PHILADELPHIA PA 19103 84998 X 13 JP MORGAN CHARITABLE 383 MADISON AVE NEW YORK NY 10017 5000 X 14 State of Colorado 1700 Broadway Denver CO 80290 6500 X 15 THORNBURG FOUNDATION 2300 N RIDGETOP ROAD SANTA FE NM 87506 25000 X 16 CENTER FOR LAND CONSERVATION 555 LEGGET DR OTTAWA CA 20000 X 17 ANNIE E CASEY FOUNDATION 701 ST PAUL STREET BALTIMORE MD 21202 25000 X AUDIT FEES 84353 0 0 0 LAND AND BUILDINGS, BRATTLE STREET, CAMBRIDGE 14947382 7352216 VAR 0.000000000000 0 0 0 FURNITURE 1332346 545520 VAR 0.000000000000 0 0 0 OFFICE CONDO - PHOENIX 6230527 1532238 VAR 0.000000000000 0 0 0 PHILLIPS PLACE, CAMBRIDGE - LAND 2500000 VAR 0.000000000000 0 0 0 PHILLIPS PLACE, CAMBRIDGE - BUILDINGS & IMPROVEMENTS 5154150 1454679 VAR 0.000000000000 0 0 0 ARTWORK - BRATTLE 141616 VAR 0.000000000000 0 0 0 CAMBRIDGE OFFICE RENOVATION 15548562 VAR 0.000000000000 0 0 0 CAPITALIZED INTEREST - OFFICE RENO 206335 VAR 0.000000000000 0 0 0 ARTWORK - PHOENIX 87285 VAR 0.000000000000 0 0 0 GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR 990PF PART XV PROGRAM RELATED GRANTS PAID DURING THE YEAR REPRESENT FELLOWSHIPS/DISSERTATIONS/RFP'S OF $10,000 OR MORE FOR WHICH THE INSTITUTE MAINTAINS ACTIVE INVOLVEMENT.AMOUNTS UNDER $10,000 ARE INCLUDED IN STATEMENT 8.FOR INFORMATION REGARDING FELLOWSHIPS/DISSERTATIONS/RFP'S INCLUDING APPLICATIONS, SUBMISSIONS AND DEADLINES, PLEASE SEE WWW.LINCOLNINST.EDU. CORPORATE BONDS 16316727 16316727 700277 shs LINCOLN ELEC HLDGS INC 139096021 139096021 DOMESTIC EQUITIES 234674500 234674500 INTERNATIONAL EQUITIES 69412721 69412721 RESIDUAL INVESTMENTS ARDEN SAGE ACCOUNT FMV 51323 51323 CARLYLE PARTNERS FMV 249315 249315 MORGAN CREEK PARTNERS FMV 1587974 1587974 ECO SYSTEM PARTNERS FMV 13887561 13887561 BEACH POINT TOTAL RETURN OFFSHORE FUND II LTD FMV 12693178 12693178 NUVEEN GLOBAL EMERGING MARKETS FMV 27531513 27531513 BARROW HANLY BOND FUND FMV 3063440 3063440 SKYBRIDGE FMV 8813196 8813196 BLACKSTONE STRATEGIC OFFSHORE FMV 6512039 6512039 BLACKSTONE CAYMAN FMV 8066489 8066489 CARLYLE ENERGY FMV 8811470 8811470 NEOMA ABRAAJ GROWTH FMV 5046404 5046404 INVESTEC FMV 1831886 1831886 MUTUAL FUNDS FOR 457 PLAN FMV 469434 469434 AG DLI II FMV 3549419 3549419 AG DL III FMV 6017702 6017702 INTERNATIONAL HOUSING FMV 2963800 2963800 MORGAN CREEK CHINA FUND FMV 5499231 5499231 KBI WATER FUND FMV 12939821 12939821 BARINGS FMV 7620881 7620881 LEVINE LEICHTMAN FMV 13828852 13828852 BLACKSTONE SECONDARIES FMV 7320615 7320615 AG REALTY FMV 7183657 7183657 UNIGESTION FMV 9429641 9429641 KAIROS FMV 6638046 6638046 SILVER LAKE FMV 5499299 5499299 LLCPIII FMV 2772006 2772006 GERBER TAYLOR FMV 10131331 10131331 FOREIGN CASH HEDGE FUND ACCOUNT FMV 10317440 10317440 LAND AND BUILDINGS, BRATTLE STREET, CAMBRIDGE 14947382 7352216 7595166 FURNITURE 1332346 545520 786826 OFFICE CONDO - PHOENIX 6230527 1532238 4698289 PHILLIPS PLACE, CAMBRIDGE - LAND 2500000 0 2500000 PHILLIPS PLACE, CAMBRIDGE - BUILDINGS & IMPROVEMENTS 5154150 1454679 3699471 ARTWORK - BRATTLE 141616 0 141616 CAMBRIDGE OFFICE RENOVATION 15548562 0 15548562 CAPITALIZED INTEREST - OFFICE RENO 206335 0 206335 ARTWORK - PHOENIX 87285 0 87285 LEGAL FEES 33743 20460 20460 13283 HEALTH INSURANCE DEPOSIT 31520 4452 4452 INVESTMENT INTEREST RECEIVABLE 165635 165635 CHANGE TO ACCRUAL BASIS ACCOUNTING 558116 RESEARCH AND RFPS 2120635 0 0 2287260 DISSEMINATION 1457375 0 0 1567553 GENERAL OFFICE 248154 15967 15967 264939 INSURANCE 199184 0 0 221709 PROGRAM DEVELOPMENT 8661353 0 2320359 6336940 OTHER STAFFING 369476 644 644 351774 NETWORKS 1216601 0 0 1219993 INFORMATION TECHNOLOGY 592626 20343 20343 585404 COURSES 4068473 0 0 3946815 OTHER DIRECT INVESTMENT COSTS 75215 75215 75215 0 PUBLICATIONS 36988 36988 CONTRACTS 2270858 2270858 EVENTS 12513 12513 CHANGE IN UNREALIZED APPRECIATION FOR YEAR NET OF TAX 83665122 REVOLVING LOAN ACCOUNT 38825555 38825555 DEFERRED EXCISE TAX 1588650 2774754 POST RETIREMENT MEDICAL 0 6429008 RESERVE FOR DEFERRED COMPENSATION 0 469434 INVESTMENT ADVISORY FEES 3208127 3208127 3208127 0 INVESTMENT CONSULTANT 683915 683915 683915 0 CONSULTING 361367 0 0 440507 FOREIGN TAXES 135072 135072 135072 0 PROPERTY TAXES 92593 1653 1653 0 FEDERAL UBIT 526410 0 0 0 FEDERAL EXCISE 600000 0 0 0