2023-05-15T12:06:49-05:00 2022-06-30 132060851 Owen J Flanagan & Co 60 East 42nd Street New York NY 10165 990PF 2021-07-01 866021106 LINCOLN INSTITUTE OF LAND POLICY LINC 6023934300 11010 N TATUM BLVD D101 Phoenix AZ 85028 GEORGE MCCARTHY PRESIDENT & CEO 6176613016 2023-05-15 1 GEORGE MCCARTHY 999009999 Kevin Sunkel P00706145 2126822783 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 646825616 X 8757543 10623376 10154661 10623376 35109723 110798331 35109723 0 1022008 0 1022008 55512650 45264384 11645384 1483877 669234 669234 1414643 10978508 0 0 10978508 4543615 113925 113925 4429690 81083 7234 7234 73849 54197 7823 7823 43374 4049595 3743228 3743228 306367 734586 22173 22173 881001 1273068 97807 1003 855546 960758 28826 28826 640007 0 0 640007 1358449 62870 62870 1295579 11792088 62173 1070551 10721537 37949831 4815293 5726867 31640101 70000 70000 38019831 4815293 5726867 31710101 17492819 40449091 5918517 1053609 1800498 1800498 25358475 21296778 21296778 486332143 375636614 375636614 19131098 16930721 16930721 216168241 195855935 195865935 46148203 10884653 26814413 35263550 35263550 27350 31520 31520 774885329 646815616 646825616 34414693 40414205 34414693 40414205 X 737189246 601004037 3281390 5397374 740470636 606401411 774885329 646815616 740470636 17492819 0 757963455 151562044 606401411 PUBLICLY TRADED SECURITIES P 13310418 16313704 -3003286 -3003286 PUBLICLY TRADED SECURITIES P 90042376 58724891 31317485 31317485 CLASS ACTION SETTLEMENTS P 14933 14933 14933 MORGAN CREEK P 423831 423831 423831 MORGAN CREEK P 6526 6526 6526 CARLYLE P 239520 239520 239520 ECOSYSTEM II P 252782 -252782 -252782 ECOSYSTEM III P 127911 -127911 -127911 ECOSYSTEM IV P 9952 9952 9952 CARLYLE ENERGY P 1010 1010 1010 ANGELO GORDON III P 19188 19188 19188 BLACKSTONE STRATEGIC OPPORTUNITY FUND P 3599580 3599580 3599580 ANGELO GORDON II P 76771 76771 76771 MORGAN CREEK CHINA P 1346 1346 1346 MORGAN CREEK CHINA P 222452 -222452 -222452 BARINGS P 43846 43846 43846 ANGELO GORDON REALTY X P 269375 269375 269375 ANGELO GORDON REALTY X P 574534 574534 574534 BARROW HANLEY P 34718 34718 34718 BARROW HANLEY P 24238 24238 24238 FUNDAMENTAL P 320509 320509 320509 UNIGESTION P 1895 1895 1895 KBI SKELLING WATER FUND P 454482 454482 454482 KBI SKELLING WATER FUND P 1329283 1329283 1329283 ECOSYSTEM IV P 46868 -46868 -46868 35109723 -2281812 562242 0 562242 0 562242 1066166 0 0 0 1066166 0 503924 503924 0 0 0 0 0 0 0 0 0 1 1 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 462372 52446 0 GEORGE MC CARTHY 113 BRATTLE STREET CAMBRIDGE MA 02138 CEO AND PRESIDENT/DIRECTOR 37.50 486505 58867 0 SCOTT MC DANIEL 11010 N TATUM BLVD PHOENIX AZ 85028 TREAS. & DIRECTOR OF FINANCE 37.50 187474 42857 0 DIONE A ETTER thru May 2022 11010 N TATUM BLVD PHOENIX AZ 85028 SECRETARY 37.50 163520 36893 0 MIMI BROWN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.50 3250 0 0 JOHN G LINCOLN III 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.75 4750 0 0 KEVYN ORR 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.50 4250 0 0 THOMAS BECKER 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.25 8250 0 0 BRUCE LINCOLN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.75 4500 0 0 THOMAS NECHYBA 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 2.00 12750 0 0 WILLIAM GOODELL 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.25 8750 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 5000 0 0 CONSTANCE MITCHELL FORD 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.00 6000 0 0 JANE CAMPBELL 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.75 5000 0 0 TIM RENJILIAN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.75 5000 0 0 SCOTT SMITH 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.75 4750 0 0 ADRIANA SOTO 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.50 3000 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 5500 0 0 LOURDES GERMAN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.75 11500 0 0 MIA STEIR 11010 N TATUM BLVD PHOENIX AZ 85028 SECRETARY (SINCE JUNE 1 2022) 37.50 91506 27564 0 ZHI LIU 113 BRATTLE STREET CAMBRIDGE MA 02138 SR. FELLOW 37.50 286897 96229 0 ROBIN HACKE 113 BRATTLE STREET CAMBRIDGE MA 02138 E.D. - CCI 37.50 308232 43925 0 ANN W SCOTT 113 BRATTLE STREET CAMBRIDGE MA 02138 E.D. - CGS 37.50 295455 56263 0 ARMANDO CARBONELL 113 BRATTLE STREET CAMBRIDGE MA 02138 SR. FELLOW 37.50 293490 44569 0 JOAN YOUNGMAN 113 BRATTLE STREET CAMBRIDGE MA 02138 SR. FELLOW 37.50 289048 42559 0 87 EAGLE CAPITAL MANAGEMENT 499 PARK AVENUE NEW YORK NY 10222 INVESTMENT ADVICE 957146 MERRILL LYNCH 2555 E CAMELBACK RD PHOENIX AZ 85016 INVESTMENT CONSULTING 729732 SANDS CAPITAL 1101 WILSON BLVD ARLINGTON VA 22209 INVESTMENT ADVICE 484879 BOSTON FOUNDATION 75 ARLINGTON ST BOSTON MA 02116 CONSULTING 322700 MT AUBURN ASSOCIATES 700 CHILDRENS DRIVE COLUMBUS OH 43205 CONSULTANT 276557 67 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. 8699512 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. 5467788 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. 3995567 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. 3125305 0 713431876 3493067 652353 717577296 0 0 717577296 10763659 706813637 35340682 X 31710101 0 9233691 40943792 2006-11-01 X 5918517 14264643 7840832 5947104 33971096 5030739 12124947 6664707 5055038 28875432 40943792 32346039 29094924 27449309 129834064 0 0 0 0 0 40943792 32346039 29094924 27449309 129834064 0 0 23560455 21987504 18938213 18863402 83349574 0 0 0 0 X ANNA MARIA BIERBRAUER 2962 PERRY STREET DENVER CO 80212 NONE I WATER CONSERVATION, URBAN HEAT ISLANDS AND EQUITY IN WESTERN USA 10000 MARISSA MANHEIM 14 WEST ERIE DRIVE TEMPE AZ 85282 NONE I PLANNING FOR POTABLE REUSE OF WASTEWATER IN ARIZONA 10000 ZHACHENG WANG 8630 EAST NARANJA AVENUE MESA AZ 85209 NONE I MONITOR CROPLAND RESPONSE TO WATER SHORTAGE 10000 HANA MOIDU 1509 GRANT STREET APT D BERKELEY CA 94703 NONE I SPATIOTEMPORAL DYNAMICS OF INTERMITTENT STREAMS ROLE AS AQUATIC REFUGIA 10000 ECHAVARRIA CANALES 1332 FRANKLIN STREET SANTA MONICA CA 90404 NONE I CITIZEN SUPPORT OF LOCAL PROPERTY TAX IN GUATEMALA 10000 ANNA ZIFF 209 CALHOUN STREET APT 202 CLEMSON SC 29631 NONE I EASSAYS IN PLACE-BASED ECONOMIC DEVELOPMENT 10000 SIMONE PACI 200 WEST 119TH STREET 6 NEW YORK NY 10026 NONE I HOW PROPERTY TAX EQUITY PROTECTS PROGRESSIVE NORMS 10000 70000 0 PUBLICATIONS 24005 CONTRACTS 984373 EVENTS 13630 531390 14 10623376 18 35109723 0 45733099 1022008 46755107 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 Catena Fundation Inc PO BOX 994 CARBONDALE CO 81623 121140 X 2 Walton Family Foundation PO BOX 2030 BENTONVILLE AR 72712 250000 X 3 Highstead Foundation PO BOX 1097 REDDING CT 06875 70000 X 4 Robert Wood Johnson Foundation 50 COLLEGE ROAD EAST PRINCETOWN NJ 08540 3529762 X 5 NeighborWorks America 999 NORTH CAPITOL ne WASHINGTON DC 20002 100000 X 6 The 1772 Foundation 21 MEETING STREET PROVIDENCE RI 02903 15000 X 7 Enterprise Community Partners Inc 11000 BROKEN LAND PARKWAY NO 700 COLUMBIA MD 21044 100000 X 8 Kresge Foundation 3215 WEST BIG BEAVER ROAD TROY MI 48084 1200000 X 9 JP Morgan Foundation 601 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 2500000 X 10 Heron Foundation PO BOX 996 NEW MILFORD CT 06776 150000 X 11 California Endowment 5060 SHOREHAM PL SAN DIEGO CA 92122 175000 X 12 The Nature Conservancy 1819 E MORTEN AVENUE PHOENIX AZ 85020 40000 X 13 Arizona Community Foundation 2201 E CAMELBACK RD PHOENIX AZ 85016 10000 X 14 Natural Resources Defense Council 1314 2ND STREET SANTA MONICA CA 90401 10000 X 15 The TRowe Price Program for Charitable Giving PO BOX 17115 BALTIMORE MD 21297 450000 X 16 State of Colorado 1700 Broadway Denver CO 80290 6500 X 17 Department of the Interior Bureau of Reclamation 1849 C St NW Washington DC 20240 5000 X AUDIT FEES 54197 7823 7823 43374 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 16930721 16930721 800277 shs LINCOLN ELEC HLDGS INC 98722171 98722171 DOMESTIC EQUITIES 215737477 215737477 INTERNATIONAL EQUITIES 61176966 61176966 RESIDUAL INVESTMENTS ARDEN SAGE ACCOUNT FMV 51323 51323 CARLYLE PARTNERS FMV 508920 508920 MORGAN CREEK PARTNERS FMV 2241363 2241363 ECO SYSTEM PARTNERS FMV 13908145 13908145 BEACH POINT TOTAL RETURN OFFSHORE FUND II LTD FMV 12033038 12033038 NUVEEN GLOBAL EMERGING MARKETS FMV 26897205 26897205 BARROW HANLY BOND FUND FMV 2787273 2787273 SKYBRIDGE FMV 10273163 10273163 BLACKSTONE STRATEGIC OFFSHORE FMV 17221823 17221823 BLACKSTONE CAYMAN FMV 9819057 9819057 CARLYLE ENERGY FMV 11429661 11429661 NEOMA ABRAAJ GROWTH FMV 5084902 5094902 INVESTEC FMV 1893551 1893551 MUTUAL FUNDS FOR 457 PLAN FMV 372492 372492 AG DLI II FMV 4408355 4408355 AG DL III FMV 7109835 7109835 INTERNATIONAL HOUSING FMV 3426675 3426675 MORGAN CREEK CHINA FUND FMV 4995014 4995014 KBI WATER FUND FMV 10954418 10954418 BARINGS FMV 6491366 6491366 LEVINE LEICHTMAN FMV 10445210 10445210 BLACKSTONE SECONDARIES FMV 9067286 9067286 AG REALTY FMV 9320540 9320540 UNIGESTION FMV 7641267 7641267 KAIROS FMV 2750303 2750303 SILVER LAKE FMV 3727890 3727890 LLCPIII FMV 995860 995860 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 81083 7234 7234 73849 HEALTH INSURANCE DEPOSIT 27350 31520 31520 CHANGE IN UNREALIZED APPRECIATION FOR YEAR NET OF TAX 151562044 RESEARCH AND RFPS 2626098 0 984373 1641725 DISSEMINATION 1157499 0 24005 1133494 GENERAL OFFICE 193052 62173 62173 130879 INSURANCE 293641 0 0 293641 PROGRAM DEVELOPMENT 3879720 0 0 3879720 OTHER STAFFING 239556 0 0 239556 NETWORKS 1198020 0 0 1198020 INFORMATION TECHNOLOGY 608616 0 0 608616 COURSES 1595886 0 0 1595886 PUBLICATIONS 24005 24005 CONTRACTS 984373 984373 EVENTS 13630 13630 REVOLVING LOAN ACCOUNT 30683572 38825555 DEFERRED EXCISE TAX 3731121 1588650 INVESTMENT ADVISORY FEES 3013446 3013446 3013446 0 INVESTMENT CONSULTANT 729782 729782 729782 0 CONSULTING 306367 0 0 306367 FOREIGN TAXES 96804 96804 0 0 PROPERTY TAXES 81553 1003 1003 80550 FEDERAL UBIT 319715 0 0 0 FEDERAL EXCISE 774996 0 0 774996