LINCOLN INSTITUTE OF LAND POLICY: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN INSTITUTE OF LAND POLICY (EIN 86-6021106)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202311359349103281
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T12:06:49-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 866021106 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINCOLN INSTITUTE OF LAND POLICY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINC | BusinessNameControlTxt |
| Phone | 6023934300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11010 N TATUM BLVD D101 | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE MCCARTHY | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6176613016 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | MCCARTHY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $646,825,616 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,757,543 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,623,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,154,661 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $10,623,376 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,109,723 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,798,331 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,109,723 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,022,008 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,022,008 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $55,512,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,264,384 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,645,384 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,483,877 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $669,234 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $669,234 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,414,643 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $10,978,508 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,978,508 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,543,615 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $113,925 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $113,925 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,429,690 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $81,083 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,234 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $7,234 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $73,849 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,197 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,823 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $7,823 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $43,374 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,049,595 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,743,228 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,743,228 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $306,367 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $734,586 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $22,173 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $22,173 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $881,001 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,273,068 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $97,807 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,003 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $855,546 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $960,758 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $28,826 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $28,826 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $640,007 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $640,007 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,358,449 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $62,870 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $62,870 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,295,579 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,792,088 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,173 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,070,551 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,721,537 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,949,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,815,293 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,726,867 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,640,101 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,019,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,815,293 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,726,867 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,710,101 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,492,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,449,091 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,918,517 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,053,609 | CashBOYAmt |
| Cash EOY | $1,800,498 | CashEOYAmt |
| Cash EOYFMV | $1,800,498 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,358,475 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,296,778 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,296,778 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $486,332,143 | CorporateStockBOYAmt |
| Corporate Stock EOY | $375,636,614 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $375,636,614 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,131,098 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,930,721 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,930,721 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $216,168,241 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $195,855,935 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $195,865,935 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $46,148,203 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,884,653 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $26,814,413 | LandBOYAmt |
| Land EOY | $35,263,550 | LandEOYAmt |
| Land EOYFMV | $35,263,550 | LandEOYFMVAmt |
| Other Assets BOY | $27,350 | OtherAssetsBOYAmt |
| Other Assets EOY | $31,520 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $31,520 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $774,885,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $646,815,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $646,825,616 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $34,414,693 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $40,414,205 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $34,414,693 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,414,205 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $737,189,246 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $601,004,037 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $3,281,390 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $5,397,374 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $740,470,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $606,401,411 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $774,885,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $646,815,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $740,470,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,492,819 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $757,963,455 | SubtotalAmt |
| Other Decreases | $151,562,044 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $606,401,411 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $13,310,418 | $16,313,704 | -$3,003,286 | -$3,003,286 |
| PUBLICLY TRADED SECURITIES | P | $90,042,376 | $58,724,891 | $31,317,485 | $31,317,485 |
| CLASS ACTION SETTLEMENTS | P | $14,933 | $14,933 | $14,933 | |
| MORGAN CREEK | P | $423,831 | $423,831 | $423,831 | |
| MORGAN CREEK | P | $6,526 | $6,526 | $6,526 | |
| CARLYLE | P | $239,520 | $239,520 | $239,520 | |
| ECOSYSTEM II | P | $252,782 | -$252,782 | -$252,782 | |
| ECOSYSTEM III | P | $127,911 | -$127,911 | -$127,911 | |
| ECOSYSTEM IV | P | $9,952 | $9,952 | $9,952 | |
| CARLYLE ENERGY | P | $1,010 | $1,010 | $1,010 | |
| ANGELO GORDON III | P | $19,188 | $19,188 | $19,188 | |
| BLACKSTONE STRATEGIC OPPORTUNITY FUND | P | $3,599,580 | $3,599,580 | $3,599,580 | |
| ANGELO GORDON II | P | $76,771 | $76,771 | $76,771 | |
| MORGAN CREEK CHINA | P | $1,346 | $1,346 | $1,346 | |
| MORGAN CREEK CHINA | P | $222,452 | -$222,452 | -$222,452 | |
| BARINGS | P | $43,846 | $43,846 | $43,846 | |
| ANGELO GORDON REALTY X | P | $269,375 | $269,375 | $269,375 | |
| ANGELO GORDON REALTY X | P | $574,534 | $574,534 | $574,534 | |
| BARROW HANLEY | P | $34,718 | $34,718 | $34,718 | |
| BARROW HANLEY | P | $24,238 | $24,238 | $24,238 | |
| FUNDAMENTAL | P | $320,509 | $320,509 | $320,509 | |
| UNIGESTION | P | $1,895 | $1,895 | $1,895 | |
| KBI SKELLING WATER FUND | P | $454,482 | $454,482 | $454,482 | |
| KBI SKELLING WATER FUND | P | $1,329,283 | $1,329,283 | $1,329,283 | |
| ECOSYSTEM IV | P | $46,868 | -$46,868 | -$46,868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,109,723 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,281,812 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $562,242 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $562,242 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $562,242 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,066,166 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,066,166 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $503,924 | OverpaymentAmt |
| Applied To ES Tax | $503,924 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LINCOLNINST.EDU | WebsiteAddressTxt |
| Individual With Books | LINCOLN INSTITUTE OF LAND POLICY | IndividualWithBooksNm |
| Phone | 6023934300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11010 N TATUM BLVD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (22 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 |
|---|---|---|---|---|---|---|---|---|
| KATHRYN J LINCOLN | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | CHAIR & CIO/DIRECTOR | 37.50 | $462,372 | $52,446 | $0 |
| GEORGE MC CARTHY | ||||||||
| 113 BRATTLE STREET | CAMBRIDGE | MA | 02138 | CEO AND PRESIDENT/DIRECTOR | 37.50 | $486,505 | $58,867 | $0 |
| SCOTT MC DANIEL | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | TREAS. & DIRECTOR OF FINANCE | 37.50 | $187,474 | $42,857 | $0 |
| DIONE A ETTER thru May 2022 | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | SECRETARY | 37.50 | $163,520 | $36,893 | $0 |
| MIMI BROWN | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 0.50 | $3,250 | $0 | $0 |
| JOHN G LINCOLN III | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 0.75 | $4,750 | $0 | $0 |
| KEVYN ORR | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 0.50 | $4,250 | $0 | $0 |
| THOMAS BECKER | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 1.25 | $8,250 | $0 | $0 |
| BRUCE LINCOLN | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 0.75 | $4,500 | $0 | $0 |
| THOMAS NECHYBA | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 2.00 | $12,750 | $0 | $0 |
| WILLIAM GOODELL | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 1.25 | $8,750 | $0 | $0 |
| RAPHAEL BOSTIC | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANTHONY COYNE | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 0.75 | $5,000 | $0 | $0 |
| CONSTANCE MITCHELL FORD | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 1.00 | $6,000 | $0 | $0 |
| JANE CAMPBELL | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 0.75 | $5,000 | $0 | $0 |
| TIM RENJILIAN | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 0.75 | $5,000 | $0 | $0 |
| SCOTT SMITH | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 0.75 | $4,750 | $0 | $0 |
| ADRIANA SOTO | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 0.50 | $3,000 | $0 | $0 |
| SANJEEV KHAGRAM | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 0.25 | $250 | $0 | $0 |
| NANCY GIBBS | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 0.75 | $5,500 | $0 | $0 |
| LOURDES GERMAN | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 1.75 | $11,500 | $0 | $0 |
| MIA STEIR | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | SECRETARY (SINCE JUNE 1 2022) | 37.50 | $91,506 | $27,564 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ZHI LIU | ||||||||
| 113 BRATTLE STREET | CAMBRIDGE | MA | 02138 | SR. FELLOW | 37.50 | $286,897 | $96,229 | $0 |
| ROBIN HACKE | ||||||||
| 113 BRATTLE STREET | CAMBRIDGE | MA | 02138 | E.D. - CCI | 37.50 | $308,232 | $43,925 | $0 |
| ANN W SCOTT | ||||||||
| 113 BRATTLE STREET | CAMBRIDGE | MA | 02138 | E.D. - CGS | 37.50 | $295,455 | $56,263 | $0 |
| ARMANDO CARBONELL | ||||||||
| 113 BRATTLE STREET | CAMBRIDGE | MA | 02138 | SR. FELLOW | 37.50 | $293,490 | $44,569 | $0 |
| JOAN YOUNGMAN | ||||||||
| 113 BRATTLE STREET | CAMBRIDGE | MA | 02138 | SR. FELLOW | 37.50 | $289,048 | $42,559 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 87 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT | |||||
| 499 PARK AVENUE | NEW YORK | NY | 10222 | INVESTMENT ADVICE | $957,146 |
| MERRILL LYNCH | |||||
| 2555 E CAMELBACK RD | PHOENIX | AZ | 85016 | INVESTMENT CONSULTING | $729,732 |
| SANDS CAPITAL | |||||
| 1101 WILSON BLVD | ARLINGTON | VA | 22209 | INVESTMENT ADVICE | $484,879 |
| BOSTON FOUNDATION | |||||
| 75 ARLINGTON ST | BOSTON | MA | 02116 | CONSULTING | $322,700 |
| MT AUBURN ASSOCIATES | |||||
| 700 CHILDRENS DRIVE | COLUMBUS | OH | 43205 | CONSULTANT | $276,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 67 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 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. | Description1Txt |
| Expenses1 | $8,699,512 | Expenses1Amt |
| Description2 | 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. | Description2Txt |
| Expenses2 | $5,467,788 | Expenses2Amt |
| Description3 | 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. | Description3Txt |
| Expenses3 | $3,995,567 | Expenses3Amt |
| Description4 | EFFICIENT AND EQUITABLE TAX SYSTEMS - Tax systems are the engine for public action, providing resources needed to promote and improve civic well-being. An efficient tax system raises revenue while minimizing unintended consequences, and an equitable tax system imposes obligations on taxpayers in proportion to their resources. | Description4Txt |
| Expenses4 | $3,125,305 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $713,431,876 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,493,067 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $652,353 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $717,577,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $717,577,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,763,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $706,813,637 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,340,682 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,710,101 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $9,233,691 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $40,943,792 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2006-11-01 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,918,517 | CurrentYearAmt |
| Year1 | $14,264,643 | Year1Amt |
| Year2 | $7,840,832 | Year2Amt |
| Year3 | $5,947,104 | Year3Amt |
| Total | $33,971,096 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,030,739 | CurrentYearAmt |
| Year1 | $12,124,947 | Year1Amt |
| Year2 | $6,664,707 | Year2Amt |
| Year3 | $5,055,038 | Year3Amt |
| Total | $28,875,432 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $40,943,792 | CurrentYearAmt |
| Year1 | $32,346,039 | Year1Amt |
| Year2 | $29,094,924 | Year2Amt |
| Year3 | $27,449,309 | Year3Amt |
| Total | $129,834,064 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $40,943,792 | CurrentYearAmt |
| Year1 | $32,346,039 | Year1Amt |
| Year2 | $29,094,924 | Year2Amt |
| Year3 | $27,449,309 | Year3Amt |
| Total | $129,834,064 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $23,560,455 | CurrentYearAmt |
| Year1 | $21,987,504 | Year1Amt |
| Year2 | $18,938,213 | Year2Amt |
| Year3 | $18,863,402 | Year3Amt |
| Total | $83,349,574 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANNA MARIA BIERBRAUER | |||||||
| 2962 PERRY STREET | DENVER | CO | 80212 | NONE | I | WATER CONSERVATION, URBAN HEAT ISLANDS AND EQUITY IN WESTERN USA | $10,000 |
| MARISSA MANHEIM | |||||||
| 14 WEST ERIE DRIVE | TEMPE | AZ | 85282 | NONE | I | PLANNING FOR POTABLE REUSE OF WASTEWATER IN ARIZONA | $10,000 |
| ZHACHENG WANG | |||||||
| 8630 EAST NARANJA AVENUE | MESA | AZ | 85209 | NONE | I | MONITOR CROPLAND RESPONSE TO WATER SHORTAGE | $10,000 |
| HANA MOIDU | |||||||
| 1509 GRANT STREET APT D | BERKELEY | CA | 94703 | NONE | I | SPATIOTEMPORAL DYNAMICS OF INTERMITTENT STREAMS ROLE AS AQUATIC REFUGIA | $10,000 |
| ECHAVARRIA CANALES | |||||||
| 1332 FRANKLIN STREET | SANTA MONICA | CA | 90404 | NONE | I | CITIZEN SUPPORT OF LOCAL PROPERTY TAX IN GUATEMALA | $10,000 |
| ANNA ZIFF | |||||||
| 209 CALHOUN STREET APT 202 | CLEMSON | SC | 29631 | NONE | I | EASSAYS IN PLACE-BASED ECONOMIC DEVELOPMENT | $10,000 |
| SIMONE PACI | |||||||
| 200 WEST 119TH STREET 6 | NEW YORK | NY | 10026 | NONE | I | HOW PROPERTY TAX EQUITY PROTECTS PROGRESSIVE NORMS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PUBLICATIONS | $24,005 |
| CONTRACTS | $984,373 |
| EVENTS | $13,630 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,623,376 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,109,723 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,733,099 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,022,008 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,755,107 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | SALES OF SCHOLARLY PUBLICATIONS IN VARIOUS PROGRAM AREAS |
| 1B | CONTRACT SERVICES FOR LINCOLN PROGRAM EXPERTISE |
| 1C | EVENT COSTS REIMBURSED |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (17 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Catena Fundation Inc | ||||||
| 1 | PO BOX 994 | CARBONDALE | CO | 81623 | $121,140 | Yes (X) |
| Walton Family Foundation | ||||||
| 2 | PO BOX 2030 | BENTONVILLE | AR | 72712 | $250,000 | Yes (X) |
| Highstead Foundation | ||||||
| 3 | PO BOX 1097 | REDDING | CT | 06875 | $70,000 | Yes (X) |
| Robert Wood Johnson Foundation | ||||||
| 4 | 50 COLLEGE ROAD EAST | PRINCETOWN | NJ | 08540 | $3,529,762 | Yes (X) |
| NeighborWorks America | ||||||
| 5 | 999 NORTH CAPITOL ne | WASHINGTON | DC | 20002 | $100,000 | Yes (X) |
| The 1772 Foundation | ||||||
| 6 | 21 MEETING STREET | PROVIDENCE | RI | 02903 | $15,000 | Yes (X) |
| Enterprise Community Partners Inc | ||||||
| 7 | 11000 BROKEN LAND PARKWAY NO 700 | COLUMBIA | MD | 21044 | $100,000 | Yes (X) |
| Kresge Foundation | ||||||
| 8 | 3215 WEST BIG BEAVER ROAD | TROY | MI | 48084 | $1,200,000 | Yes (X) |
| JP Morgan Foundation | ||||||
| 9 | 601 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | $2,500,000 | Yes (X) |
| Heron Foundation | ||||||
| 10 | PO BOX 996 | NEW MILFORD | CT | 06776 | $150,000 | Yes (X) |
| California Endowment | ||||||
| 11 | 5060 SHOREHAM PL | SAN DIEGO | CA | 92122 | $175,000 | Yes (X) |
| The Nature Conservancy | ||||||
| 12 | 1819 E MORTEN AVENUE | PHOENIX | AZ | 85020 | $40,000 | Yes (X) |
| Arizona Community Foundation | ||||||
| 13 | 2201 E CAMELBACK RD | PHOENIX | AZ | 85016 | $10,000 | Yes (X) |
| Natural Resources Defense Council | ||||||
| 14 | 1314 2ND STREET | SANTA MONICA | CA | 90401 | $10,000 | Yes (X) |
| The TRowe Price Program for Charitable Giving | ||||||
| 15 | PO BOX 17115 | BALTIMORE | MD | 21297 | $450,000 | Yes (X) |
| State of Colorado | ||||||
| 16 | 1700 Broadway | Denver | CO | 80290 | $6,500 | Yes (X) |
| Department of the Interior Bureau of Reclamation | ||||||
| 17 | 1849 C St NW | Washington | DC | 20240 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
| Amt | $54,197 | Amt |
| Net Investment Income | $7,823 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,823 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $43,374 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| LAND AND BUILDINGS, BRATTLE STREET, CAMBRIDGE | $14,947,382 | $7,352,216 | VAR | 0.000000000000 | $0 | $0 | $0 |
| FURNITURE | $1,332,346 | $545,520 | VAR | 0.000000000000 | $0 | $0 | $0 |
| OFFICE CONDO - PHOENIX | $6,230,527 | $1,532,238 | VAR | 0.000000000000 | $0 | $0 | $0 |
| PHILLIPS PLACE, CAMBRIDGE - LAND | $2,500,000 | VAR | 0.000000000000 | $0 | $0 | $0 | |
| PHILLIPS PLACE, CAMBRIDGE - BUILDINGS & IMPROVEMENTS | $5,154,150 | $1,454,679 | VAR | 0.000000000000 | $0 | $0 | $0 |
| ARTWORK - BRATTLE | $141,616 | VAR | 0.000000000000 | $0 | $0 | $0 | |
| CAMBRIDGE OFFICE RENOVATION | $15,548,562 | VAR | 0.000000000000 | $0 | $0 | $0 | |
| CAPITALIZED INTEREST - OFFICE RENO | $206,335 | VAR | 0.000000000000 | $0 | $0 | $0 | |
| ARTWORK - PHOENIX | $87,285 | VAR | 0.000000000000 | $0 | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR | IdentifierTxt |
| Form And Line Reference | 990PF PART XV | FormAndLineReferenceDesc |
| Medium Explanation | 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. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $16,930,721 | EOYBookValueAmt |
| EOYFMV | $16,930,721 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 800277 shs LINCOLN ELEC HLDGS INC | $98,722,171 | $98,722,171 |
| DOMESTIC EQUITIES | $215,737,477 | $215,737,477 |
| INTERNATIONAL EQUITIES | $61,176,966 | $61,176,966 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RESIDUAL INVESTMENTS ARDEN SAGE ACCOUNT | FMV | $51,323 | $51,323 |
| CARLYLE PARTNERS | FMV | $508,920 | $508,920 |
| MORGAN CREEK PARTNERS | FMV | $2,241,363 | $2,241,363 |
| ECO SYSTEM PARTNERS | FMV | $13,908,145 | $13,908,145 |
| BEACH POINT TOTAL RETURN OFFSHORE FUND II LTD | FMV | $12,033,038 | $12,033,038 |
| NUVEEN GLOBAL EMERGING MARKETS | FMV | $26,897,205 | $26,897,205 |
| BARROW HANLY BOND FUND | FMV | $2,787,273 | $2,787,273 |
| SKYBRIDGE | FMV | $10,273,163 | $10,273,163 |
| BLACKSTONE STRATEGIC OFFSHORE | FMV | $17,221,823 | $17,221,823 |
| BLACKSTONE CAYMAN | FMV | $9,819,057 | $9,819,057 |
| CARLYLE ENERGY | FMV | $11,429,661 | $11,429,661 |
| NEOMA ABRAAJ GROWTH | FMV | $5,084,902 | $5,094,902 |
| INVESTEC | FMV | $1,893,551 | $1,893,551 |
| MUTUAL FUNDS FOR 457 PLAN | FMV | $372,492 | $372,492 |
| AG DLI II | FMV | $4,408,355 | $4,408,355 |
| AG DL III | FMV | $7,109,835 | $7,109,835 |
| INTERNATIONAL HOUSING | FMV | $3,426,675 | $3,426,675 |
| MORGAN CREEK CHINA FUND | FMV | $4,995,014 | $4,995,014 |
| KBI WATER FUND | FMV | $10,954,418 | $10,954,418 |
| BARINGS | FMV | $6,491,366 | $6,491,366 |
| LEVINE LEICHTMAN | FMV | $10,445,210 | $10,445,210 |
| BLACKSTONE SECONDARIES | FMV | $9,067,286 | $9,067,286 |
| AG REALTY | FMV | $9,320,540 | $9,320,540 |
| UNIGESTION | FMV | $7,641,267 | $7,641,267 |
| KAIROS | FMV | $2,750,303 | $2,750,303 |
| SILVER LAKE | FMV | $3,727,890 | $3,727,890 |
| LLCPIII | FMV | $995,860 | $995,860 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND AND BUILDINGS, BRATTLE STREET, CAMBRIDGE | $14,947,382 | $7,352,216 | $7,595,166 |
| FURNITURE | $1,332,346 | $545,520 | $786,826 |
| OFFICE CONDO - PHOENIX | $6,230,527 | $1,532,238 | $4,698,289 |
| PHILLIPS PLACE, CAMBRIDGE - LAND | $2,500,000 | $0 | $2,500,000 |
| PHILLIPS PLACE, CAMBRIDGE - BUILDINGS & IMPROVEMENTS | $5,154,150 | $1,454,679 | $3,699,471 |
| ARTWORK - BRATTLE | $141,616 | $0 | $141,616 |
| CAMBRIDGE OFFICE RENOVATION | $15,548,562 | $0 | $15,548,562 |
| CAPITALIZED INTEREST - OFFICE RENO | $206,335 | $0 | $206,335 |
| ARTWORK - PHOENIX | $87,285 | $0 | $87,285 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $81,083 | LegalFeesAmt |
| Net Investment Income | $7,234 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,234 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $73,849 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTH INSURANCE DEPOSIT | Desc |
| BOY Book Value | $27,350 | BOYBookValueAmt |
| EOY Book Value | $31,520 | EOYBookValueAmt |
| EOYFMV | $31,520 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION FOR YEAR NET OF TAX | Desc |
| Amt | $151,562,044 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RESEARCH AND RFPS | $2,626,098 | $0 | $984,373 | $1,641,725 |
| DISSEMINATION | $1,157,499 | $0 | $24,005 | $1,133,494 |
| GENERAL OFFICE | $193,052 | $62,173 | $62,173 | $130,879 |
| INSURANCE | $293,641 | $0 | $0 | $293,641 |
| PROGRAM DEVELOPMENT | $3,879,720 | $0 | $0 | $3,879,720 |
| OTHER STAFFING | $239,556 | $0 | $0 | $239,556 |
| NETWORKS | $1,198,020 | $0 | $0 | $1,198,020 |
| INFORMATION TECHNOLOGY | $608,616 | $0 | $0 | $608,616 |
| COURSES | $1,595,886 | $0 | $0 | $1,595,886 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PUBLICATIONS | $24,005 | $24,005 |
| CONTRACTS | $984,373 | $984,373 |
| EVENTS | $13,630 | $13,630 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| REVOLVING LOAN ACCOUNT | $30,683,572 | $38,825,555 |
| DEFERRED EXCISE TAX | $3,731,121 | $1,588,650 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $3,013,446 | $3,013,446 | $3,013,446 | $0 |
| INVESTMENT CONSULTANT | $729,782 | $729,782 | $729,782 | $0 |
| CONSULTING | $306,367 | $0 | $0 | $306,367 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $96,804 | $96,804 | $0 | $0 |
| PROPERTY TAXES | $81,553 | $1,003 | $1,003 | $80,550 |
| FEDERAL UBIT | $319,715 | $0 | $0 | $0 |
| FEDERAL EXCISE | $774,996 | $0 | $0 | $774,996 |