2025-05-06T14:58:17-05:00 2024-06-30 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 990PF 2023-07-01 866021106 LINCOLN INSTITUTE OF LAND POLICY LINC 6023934300 11010 N TATUM BLVD D101 PHOENIX AZ 85028 GEORGE MCCARTHY PRESIDENT & CEO 6023934300 2025-05-06 1 0 LYNNE JOHNSON P00757336 6179129000 2025-04-28 2023 2025-03-06 01:10:19Z X 774364523 X 5585411 11110575 9590640 11110575 40584586 40584586 40584586 6533673 2229466 124644 2229466 59510038 50299870 19873714 2307350 790800 790800 1461450 12876371 0 0 13056737 5674861 155011 155011 5247583 85598 9744 9744 72868 80500 13000 13000 2500 4107109 3490028 3490028 634841 1176720 50416 50416 1126304 1161595 155487 155487 1006108 1564263 67020 67020 957367 39344 39344 837386 4692989 161800 161800 4311383 14647207 41488 2146310 11776308 49331930 4974138 7078960 39533468 0 0 49331930 4974138 7078960 39533468 10178108 45325732 12794754 2060498 1576002 1576002 34292708 10532136 10532136 802946 336653 802946 802946 3267737 1046926 1046926 1108154 444285 444285 446246682 500504578 500504578 16316727 19181490 19181490 207263523 198799115 198799115 46321317 13469905 34443286 32851412 32851412 170087 8625633 8625633 745506055 774364523 774364523 2725845 2914949 48498751 49120008 51224596 52034957 X 684188563 720575544 10092896 1754022 694281459 722329566 745506055 774364523 694281459 10178108 22828644 727288211 4958645 722329566 PUBLICLY TRADED SECURITIES (SHORT) 6533673 6533673 6533673 PUBLICLY TRADED SECURITIES (LONG) 34050913 34050913 34050913 40584586 6533673 630028 0 630028 0 630028 600000 0 0 0 600000 X 8272 38300 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 VINOD PARMESHWAR CFO 6023934300 11010 N TATUM BLVD D101 PHOENIX AZ 85028 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GEORGE MCCARTHY 113 BRATTLE STREET CAMBRIDGE MA 02138 CEO & PRESIDENT/ DIRECTOR 37.50 591282 89761 0 KATHRYN J LINCOLN 11010 N TATUM BLVD PHOENIX AZ 85028 CHAIR & CIO/DIRECTOR 37.50 528540 51644 0 VINOD PARMESHWAR 113 BRATTLE STREET CAMBRIDGE MA 02138 TREAS. & CFO-CHRO 37.50 300000 63966 0 LIZZIE KAZAN 11010 N TATUM BLVD PHOENIX AZ 85028 ASSISTANT TREAS. & DIRECTOR OF FINANCE 37.50 192400 43880 0 AMELIA STIER SECRETARY 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR OF BOARD & INVESTMENT MGMT 37.50 140608 36303 0 CAROLINA BARCO 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR (AS OF APRIL 2024) 0.75 3000 0 0 THOMAS BECKER 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.25 21000 0 0 JANE CAMPBELL 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.75 18500 0 0 PETER CULP 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.00 8500 0 0 CONSTANCE MITCHELL FORD 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.00 15000 0 0 LOURDES GERMAN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.00 0 0 0 NANCY GIBBS 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.75 12000 0 0 WILLIAM GOODELL 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.25 13000 0 0 TZU-CHIN LIN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.75 7500 0 0 BRUCE LINCOLN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.75 17500 0 0 JOHN G LINCOLN III 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.75 12000 0 0 THOMAS NECHYBA 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 2.00 19500 0 0 KEVYN ORR 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.50 16000 0 0 TIM RENJILIAN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.75 23000 0 0 SCOTT SMITH 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.75 10500 0 0 ADRIANA SOTO 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.50 5500 0 0 JOAN M YOUNGMAN 11010 N TATUM BLVD PHOENIX AZ 85028 EXEC. DIR. - LAND & 37.50 323336 69828 0 ANNE W SCOTT 11010 N TATUM BLVD PHOENIX AZ 85028 EXEC. DIR. - CTR FOR 37.50 328640 54798 0 ROBIN HACKE 11010 N TATUM BLVD PHOENIX AZ 85028 EXEC. DIR. OF CCI 37.50 344000 39356 0 ENRIQUE R SILVA 11010 N TATUM BLVD PHOENIX AZ 85028 CHIEF PROGRAM OFFICE 37.50 300000 67995 0 ZHI LIU 11010 N TATUM BLVD PHOENIX AZ 85028 EXEC. DIR. - CHINA P 37.50 288080 65548 0 122 EAGLE CAPITAL MANAGEMENT 499 PARK AVENUE NEW YORK NY 10222 INVESTMENT ADVICE 805335 MT AUBURN ASSOCIATES 700 CHILDRENS DRIVE COLUMBUS OH 43205 CONSULTANT 375202 SANDS CAPITAL 1101 WILSON BLVD ARLINGTON VA 22209 INVESTMENT ADVICE 366446 MERRILL LYNCH 2555 E CAMELBACK RD PHOENIX AZ 85016 INVESTMENT CONSULTING 345768 MARIAN URQUILLA 1204 PRESERVATION PARK WAY OAKLAND CA 94612 CONSULTANT 293000 56 LAND & COMMUNITIES: 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 EFFICIENT AND EQUITABLE ALLOCATION OF LIMITED LAND RESOURCES TO SUPPORT THRIVING COMMUNITIES. 16657957 LAND & FISCAL SYSTEMS: PROSPEROUS CITIES AND REGIONS PROVIDE ESSENTIAL PUBLIC GOODS AND SERVICES THROUGH COORDINATED LAND USE PLANNING AND PUBLIC FINANCE. OUR WORK SEEKS TO EXPAND ACCESS TO THRIVING CITIES TO CREATE NEW OPPORTUNITIES. 8492291 LAND & WATER: 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 TO ENSURE A LIVABLE FUTURE. 7512412 CLAREMONT LINCOLN UNIVERSITY: THE INSTITUTE PROVIDES FINANCIAL AND PROGRAMMATIC SUPPORT TO SUSTAIN AND EXPAND EDUCATIONAL OFFERINGS. 4570368 0 521172506 21965035 174382585 717520126 0 0 717520126 10762802 706757324 35337866 X 39533468 0 39533468 2006-11-01 X 12794754 9604384 5918517 14264643 42582298 10875541 8163726 5030739 12124947 36194953 39533468 41732550 40943792 32346039 154555849 0 0 0 0 0 39533468 41732550 40943792 32346039 154555849 0 0 23558577 21240521 23560455 21987504 90347057 0 0 0 0 X 0 0 PUBLICATIONS 20763 CONTRACT REVENUE 2046434 EVENTS 37625 523000 174902 14 10935673 18 40584586 OTHER INVESTMENT RELATED INCOME 14 124644 174902 51644903 2104822 53924627 1A SALES OF SCHOLARLY PUBLICATION 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 BOISE STATE UNIVERSITY 1910 UNIVERSITY DRIVE BOISE ID 83725 14827 X 2 CATENA FOUNDATION PO BOX 994 CARBONDALE CA 81623 196720 X 3 CONSCIENCE BAY 929 PEARL STREET STE 300 BOULDER CO 80302 50000 X 4 DUKE UNIVERSITY CAMPUS BOX 104131 DURHAM NC 27708 30000 X 5 GATES FAMILY FOUNDATION 1390 LAWRENCE STREET STE 400 DENVER CO 80204 10000 X 6 HERON FOUNDATION PO BOX 996 NEW MILFORD CT 06776 75000 X 7 JP MORGAN CHARITABLE FOUNDATION 383 MADISON AVE NEW YORK NY 10017 500000 X 8 PAULIN FAMILY CHARTIBLE FUND 5520 N MAGDALENA ROAD FLAGSTAFF AZ 86001 5000 X 9 MIGHT ARROW FAMILY FOUNDATION PO BOX 90 FORT COLLINS CO 80522 75000 X 10 NEIGHBORWORKS AMERICA 999 NORTH CAPITOL NE WASHINGTON DC 20002 125000 X 11 PLANET WOMEN 9760 COPPERTOP LOOP BAINBRIDGE ISLAND WA 98110 40000 X 12 ROBERT WOOD JOHNSON 50 COLLEGE ROAD EAST PRINCETON NJ 08540 500000 X 13 SOUTHERN UTE INDIAN TRIBE PO BOX 737 IGNACIO CO 81137 5000 X 14 TD CHARITABLE FOUNDATION 1701 ROUTE 70 EAST CHERRY HILL NJ 08003 75000 X 15 THE BROOKINGS INSTITUTE 1775 MASSACHUSETTS AVE NW WASHINGTON DC DC 20036 112800 X 16 THE PEW CHARITABLE TRUST 25 MARKET STREET PHILADELPHIA PA 19103 90707 X 17 THE T ROWE PRICE PO BOX 17115 BALTIMORE MD 21297 300000 X 18 THORNBURG FOUNDATION 2300 N RIDGETOP ROAD SANTA FE NM 87506 25000 X 19 UNIVERSITY OF PITTSBURGH 300 MURDC 3420 FORBES AVE PITTSBURGH PA 15260 37844 X 20 US BUREAU OF RECLAMATION PO BOX 25007 DENVER CO 80225 117813 X 21 US ENDOWMENT 908 E NORTH STREET GREENVILLE SC 29601 56789 X 22 US GEOLOGICAL SURVEY NATIONAL CENTER 12201 SUNRISE VALLE RESTON VA 20192 60234 X 23 WALTON FAMILY FOUNDATION 44 COOK STREET STE 255 DENVER CO 80206 525000 X 24 US DEPARTMENT OF THE TREASURY 1500 PENNSYLVANIA AVENUE NW WASHINGTON DC 20220 2533929 X AUDIT FEES 80500 13000 13000 2500 BARROW HANLEY CORE 19181490 19181490 EAGLE CAPITAL MGMT 91508303 91508303 GRANITE 49351867 49351867 LINCOLN ELECTRIC HOLDINGS 132100253 132100253 SANDS CAPITAL MGMT 81892127 81892127 SANTA BARBARA 52545102 52545102 FULLER AND THALER 39736911 39736911 MARTIN CURRIE EM 10983819 10983819 POLEN INTL GROWTH 40550828 40550828 BARROW HANLEY MUTUAL 1835368 1835368 NUVEEN GLOBAL INFRASTRUCTURE FMV 28014077 28014077 MUTUAL FUNDS FOR 457 PLAN FMV 610135 610135 SKELLIG DST WATER FUND FMV 14384222 14384222 ABRAAJ GROWTH MARKETS FMV 2933249 2933249 ANGELO GORDON II FMV 3774082 3774082 ANGELO GORDON III FMV 5415112 5415112 ANGELO GORDON REAL ESTATE FMV 6471640 6471640 BARINGS FMV 8485270 8485270 BEACHPOINT FMV 3506479 3506479 BLACKSTONE STRATEGIC CAP HOLDINGS FMV 9601991 9601991 BLACKSTONE STRATEGIC OPPORTUNITY FUND FMV 4701065 4701065 BLACKSTONE STRATEGIC PARTNERS SECONDARIES FMV 6728093 6728093 CARLYLE FMV 244090 244090 CARLYLE ENERGY PARTNERS FMV 6846471 6846471 ECOSYSTEM III FMV 6950517 6950517 ECOSYSTEM PARTNERS IV FMV 7635541 7635541 ECOSYSTEM V FMV 640781 640781 GERBER TAYLOR OFFSHORE FMV 10954640 10954640 IHS DEVFUND I EKHAYA FMV 1103468 1103468 INTERNATIONAL HOUSING SOLUTIONS FMV 3138147 3138147 INVESTEC (AFRICAN) FMV 1683792 1683792 KAIROS VENTURE PARTNERS III FMV 6745728 6745728 LEVINE LEICHTMAN CAP PARTNERS VI FMV 11894221 11894221 LLCP III FMV 5399798 5399798 MORGAN CREEK FMV 1687773 1687773 MORGAN CREEK NEW CHINA FUND FMV 5005693 5005693 SILVER LAKE ALPINE II OFFSHORE FMV 7995365 7995365 SKYBRIDGE FMV 8562030 8562030 UNIGESTION FMV 9427218 9427218 UNIGESTION CLIMATE FMV 8258427 8258427 LAND & BUILDING - BRATTLE 10082410 7339566 2742844 2742844 LAND & BUILDING - PHILLIPS 4189780 1622518 2567262 2567262 LAND & BUILDING - PHOENIX 3366209 2101582 1264627 1264627 CAP IMPROVEMENT - BRATTLE 20292767 1265887 19026880 19026880 CAP IMPROVEMENT - PHILLIPS 3020893 175170 2845723 2845723 CAP IMPROVEMENT - PHOENIX 2742454 0 2742454 2742454 CAPITALIZED INTEREST - BRATTLE 358310 0 358310 358310 CAPITALIZED INTEREST - PHILLIPS 443002 0 443002 443002 CAPITALIZED INTEREST - PHOENIX 121864 21448 100416 100416 ARTWORK 228901 0 228901 228901 FURNITURE & EQUIPMENT 1474727 943734 530993 530993 LEGAL FEES 85598 9744 9744 72868 HEALTH INSURANCE DEPOSIT 4452 46800 46800 INVESTMENT INTEREST RECEIVABLE 165635 150136 150136 OPERATING LEASE RIGHT-OF-USE ASSET 178930 178930 RECEIVABLES FROM INVESTMENTS SOLD 8249767 8249767 CHANGE IN DEFERRED EXCISE TAX 246920 TRANSFER OF NET ASSETS 4711725 RESEARCH & RFPS 2911339 0 0 2587786 DISSEMINATION 1624562 0 0 1530484 GENERAL OFFICE 633783 20698 20698 890747 INSURANCE 227083 0 0 227083 PROGRAM DEVELOPMENT 4131519 0 2104822 1996195 OTHER STAFFING 184187 0 0 173224 NETWORKS 1458809 0 0 1206099 INFORMATION TECHNOLOGY 495480 20790 20790 456566 COURSES 2980445 0 0 2708124 PUBLICATIONS 20763 20763 CONTRACT REVENUE 2046434 2046434 EVENTS 37625 37625 OTHER INVESTMENT RELATED INCOME 124644 124644 124644 UNREALIZED GAIN ON INVESTMENTS 22828644 REVOLVING LOAN ACCOUNT 38825555 38825555 DEFERRED FEDERAL EXCISE TAX 2774754 3027736 ACCRUED POST-RETIREMENT BENEFITS 6429008 6473123 DEFERRED COMPENSATION RESERVE 469434 610135 OPERATING LEASE LIABILITY 0 183459 INVESTMENT ADVISORY FEES 2715914 2715914 2715914 0 INVESTMENT CONSULTANT 672330 670981 670981 0 OTHER PROFESSIONAL FEES 718865 103133 103133 634841 FOREIGN TAXES 153813 153813 153813 0 PROPERTY TAXES 106226 1674 1674 104552 FEDERAL UBIT 183576 0 0 183576 FEDERAL EXCISE 717116 0 0 717116 OTHER TAXES 864 0 0 864