2020-07-10T07:17:36-05:00 2019-06-30 132060851 Owen J Flanagan & Co 60 East 42nd Street New York NY 10165 990PF 2018-07-01 866021106 LINCOLN INSTITUTE OF LAND POLICY LINC 6176613016 11010 N TATUM BLVD No D101 Phoenix AZ 85028 GEORGE MC CARTHY PRESIDENT & CEO 6176613016 2020-07-01 1 Kevin Sunkel P00706145 2126822783 160.79.169.50 2020-07-01 14:56:25 ED P BB2A4A3FA27733B72DF8155BE08D026BC841CBC5 E136641E2205A348FCE59625EE93E743A53ABCDB 2018 2021-09-10 13:11:23Z X 604471994 X 5003023 9801749 8791595 9801749 25542121 27999551 25542121 0 43128 0 43128 40390021 34333716 9844877 1511652 610139 610139 907513 7323845 161 161 7323684 3122420 130227 130227 2992193 133703 4936 4936 128767 67278 11935 11935 55343 2451450 2374174 2374174 77276 703145 42144 42144 721795 771248 312725 312725 175000 897673 53804 53804 809895 48544 59184 750711 2310642 0 0 2310642 881932 0 28104 853828 8834561 265857 270240 8564321 29819444 3854646 3897773 24861073 709738 709738 30529182 3854646 3897773 25570811 9860839 30479070 5947104 1741960 296785 296785 9281084 16755192 16755192 348324716 346919593 346919593 17132505 17831019 17831019 204700219 200887170 200887170 29681659 7919994 21195575 21761665 21761665 14950 20570 20570 602391009 604471994 604471994 28318402 28183620 28318402 28183620 X 572564190 573626159 1508417 2662215 574072607 576288374 602391009 604471994 574072607 9860839 0 583933446 7645072 576288374 PUBLICLY TRADED SECURITIES P 882693 -882693 -882693 PUBLICLY TRADED SECURITIES P 25971480 25971480 25971480 CLASS ACTION P 47937 47937 47937 ROSE VALUE ADD OFFICE RETROFIT FUND P 382876 382876 382876 ECOSYSTEM II P 7606 -7606 -7606 ECOSYSTEM III P 20544 20544 20544 CARLYLE P 42020 -42020 -42020 BARROW HANLEY HIGH YIELD P 23951 23951 23951 BARROW HANLEY HIGH YIELD P 5746 5746 5746 MORGAN CREEK CHINA P 29363 29363 29363 KBI FUND P 398101 -398101 -398101 KBI FUND P 1125422 -1125422 -1125422 BEACHPOINT P 1017132 1017132 1017132 ANGELO GORDON REALTY II P 12433 12433 12433 MORGAN CREEK III P 1588 -1588 -1588 MORGAN CREEK IV P 87700 87700 87700 MORGAN CREEK IV P 54 54 54 MORGAN CREEK V P 4178 4178 4178 MORGAN CREEK V P 217881 217881 217881 CARLYLE ENERGY P 45090 45090 45090 BAAM P 64196 64196 64196 MORGAN CREEK III P 68990 68990 68990 25542121 -1243041 0 25783084 566384303 0.045522 22463932 510717347 0.043985 18139606 476463888 0.038071 16857152 517558674 0.032571 17226042 496450552 0.034698 0.194847 0.038969 565902064 22052638 304791 22357429 27449309 X 304791 0 304791 0 304791 254028 265000 0 519028 X 0 214237 214237 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 CHAIRMAN & CIO/DIRECTOR 37.50 415476 66979 0 GEORGE MC CARTHY 113 BRATTLE STREET CAMBRIDGE MA 02138 CEO AND PRESIDENT/DIRECTOR 37.50 417325 66402 69300 DENNIS W ROBINSON 113 BRATTLE STREET CAMBRIDGE MA 02138 TREAS. & VP-FIN. & OPS. 37.50 236000 66586 0 LEVERING F T WHITE 113 BRATTLE STREET CAMBRIDGE MA 02138 AST. SEC. & VP ADMIN & HR 37.50 170000 56060 0 DIONE A ETTER 11010 N TATUM BLVD PHOENIX AZ 85028 SECRETARY 37.50 125000 37347 0 CAROLINA BARCO 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR AND PROGRAM ADVIS 2.00 12000 0 0 MIMI BROWN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 2.00 12250 0 0 JOHN G LINCOLN III 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.00 6750 0 0 KEVYN ORR 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.50 8250 0 0 THOMAS BECKER 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 2.00 14000 0 0 BRUCE LINCOLN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.00 8000 0 0 MICHAEL NUTTER 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.50 1000 0 0 THOMAS NECHYBA 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.50 2500 0 0 JOHANNES LINN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.50 8250 0 0 JILL SCHURTZ 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.00 6250 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 1.50 10250 0 0 CONSTANCE MITCHELL FORD 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.50 10250 0 0 JANE CAMPBELL 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR AND PROGRAM ADVIS 2.50 16600 0 0 TIM RENJILIAN 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 2.00 13000 0 0 SCOTT SMITH 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.50 9250 0 0 ADRIANA SOTO 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 1.50 9000 0 0 SANJEEV KHAGRAM 11010 N TATUM BLVD PHOENIX AZ 85028 DIRECTOR 0.25 250 0 0 ZHI LIU 113 BRATTLE STREET CAMBRIDGE MA 02138 SR. FELLOW 37.50 227000 99765 0 ROBIN HACKE 113 BRATTLE STREET CAMBRIDGE MA 02138 E.D. - CCI 37.50 280500 46244 0 JOAN YOUNGMAN 113 BRATTLE STREET CAMBRIDGE MA 02138 SR. FELLOW 37.50 270000 43176 0 MARTIM SMOLKA 113 BRATTLE STREET CAMBRIDGE MA 02138 SR. FELLOW 37.50 231000 49806 0 ARMANDO CARBONELL 113 BRATTLE STREET CAMBRIDGE MA 02138 SR. FELLOW 37.50 229000 50345 0 52 EAGLE CAPITAL MANAGEMENT 499 PARK AVENUE NEW YORK NY 10222 INVESTMENT ADVICE 677917 MERRILL LYNCH 2555 E CAMELBACK RD PHOENIX AZ 85016 INVESTMENT CONSULTING 477471 MARIAN URQUILLA 740 15TH STREET NW WASHINGTON DC 20005 CCI CONSULTANT 408218 SANDS CAPITAL 1101 WILSON BLVD ARLINGTON VA 22209 INVESTMENT ADVICE 316780 NORTHERN LIGHT PRODUCTIONS 300 WESTERN AVE BOSTON MA 02134 EDUCATIONAL VIDEO 241153 27 THE DEPARTMENT OF PLANNING AND URBAN FORM ADDRESSES MAJOR GLOBAL CHALLENGES WITH ITS WORK IN URBAN DEVELOPMENT, LAND CONSERVATION AND THE INTERMOUNTAIN WEST. 2829113 THE DEPARTMENT OF VALUATION AND TAXATION SEEKS TO INFORM PUBLIC DECISION-MAKING ON LAND-RELATED ISSUES THROUGH RESEARCH, TEACHING, AND DATA GATHERING. 2599768 THE LATIN AMERICA PROGRAM FOCUSES ON SEVEN CORE AREAS - VALUE CAPTURE; PROPERTY TAXATION, ASSESSMENTS AND CADASTRES; LARGE-SCALE URBAN REDEVELOPMENT PROJECTS; INFORMALITY, REGULARIZATION, AND LAND MARKETS; ANALYSIS OF URBAN LAND MARKETS; LEGAL DIMENSIONS OF LAND POLICY; AND CLIMATE CHANGE. 2250029 THE CENTER FOR COMMUNITY INVESTMENT HELPS DISADVANTAGED COMMUNITIES HARNESS INVESTMENT TO ACHIEVE THEIR ECONOMIC, SOCIAL AND ENVIRONMENTAL PRIORITIES. THROUGH A COMBINATION OF TECHNICAL ASSISTANCE, LEADERSHIP DEVELOPMENT, DISSEMINATION OF RESEARCH AND LESSONS LEARNED, AND THE CREATION OF A ROBUST PEER NETWORK, THE CENTER BUILDS CAPACITY OF COMMUNITIES TO DEFINE PRIORITIES AND GUIDE CAPITAL TOWARD THOSE PRIORITIES. 3266785 0 572089161 1839761 590940 574519862 0 0 574519862 8617798 565902064 28295103 X 25570811 0 1878498 27449309 304791 27144518 2006-11-01 X 5947104 7533031 8056447 3037717 24574299 5055038 6403076 6847980 2582059 20888154 27449309 26272806 22644599 18198963 94565677 0 0 0 0 0 27449309 26272806 22644599 18198963 94565677 0 0 18863402 18879477 17023911 15882129 70648919 0 0 0 0 X Pedro Abramo Campos Avenida General San Martin 283 apt 201 Leblon Rio de Janeiro Brazil BR none I Informal Land Use Markets and Regularization of Favelas in Rio 14500 Line Algoed Pastoriestraat 40 Haacht Belgium BE none I Community Land Trusts and Informal Settlements 10530 ASU Foundation for a New American University 300 E University Drive PO Box 2260 Tempe AZ 852802260 none PC Impact of the Water Resources Element within Arizona and Colorado River Basin 25641 Bernadette Baird-Zars 534 W 112th St Box 250342 New York NY 10025 none I Post-plan planning: Case of Tlajomulco, Mexico 10000 Tina Maria Francis Beale Flat 114 Queens Court 15 Queens Walk Reading United Kingdom UK RG1 7QF none I The Tax Collector-Taxpayer Relationship & the Compliance/Evasion Equilibrium(s) in Jamaica 10000 Ciro Biderman 71 Howard Street 2 Cambridge MA 02139 none I Moving to (dis)Opportunity: Brazils Minha Cas Minha Vida program 20000 Cerema Agence Secondaire Ouest Rue Pierre Ramond - CS 60013 Saint Mdard en Jalles France FR 33166 none NC French land value capture (r)evolution: a shift from social equity to investment financing 12093 Clark University 950 Main St Worcester MA 01610 PC Land Conversion and Misallocation across Cities in China 16500 Katherine Renee Clifford 940 35th St Boulder CO 80303 none I Fugitive Dust: How Dust Escapes Regulation and Its Consequences 10000 David Paul Rosen & Associates 3527 Mt Diablo Blvd 361 Lafayette CA 94549 none NC French land value capture (r)evolution: a shift from social equity to investment financing 16000 Drew Eppehimer 1750 E Tuckey Lane Phoenix AZ 85016 none I Restoration of Desert Rivers with Treated Wastewater 10000 Paulo Henriques da Fonseca Rodovia BR230 Km 489 Apto 05 Posto Sao Goncalo Sousa Paraiba Brazil BR 58800-000 none I Emphyteusis and Urban Land: Exploring the potential uses of ground leases in Brazilian cities 12300 Fundacin Universidad Torcuato Di Tella Calle Miones 2177 Buenos Aires Argetina AR 1428 none NC Infrastructure Invest. in a Urban Growth Scenario in Argentina 30000 Caitlin Sona Gorback 1928 Spruce St Apt 1F Philadephia PA 19103 none I Your Uber has Arrived: Ridesharing and the Redistribution of Economic Activity 10000 Julia Gabriele Harten 1117 1/2 Olive Street Santa Barbara CA 93101 none I Crowded with Potential: Bed Space Rentals in Chinas Megacities 10000 Matthijs Korevaar Willem Vliegenstraat 32D 6214 AT Maastricht Netherlands NL none I Finance Lessons from the Long History of Urban Housing Markets 10000 Cameron S LaPoint 523 West 112th Street Apt 82 New York NY 10025 none I Corporate Borrowing and Land Values in the 1980s Japanese Real Estate Bubble 10000 Maria Mercedes Maldonado Cra 45 No 44-21 Bl 3-904 Bogota Colombia CO none I Spanish Land Use and Planning Legislation and Jurisprudence in Latin America 14600 Christina May Leonard 1591 East 1220 North Logan UT 84341 none I Managing riverine resources in the context of sediment: Predicting channel change 10000 Leila Mosleh 7211 Adelphi Rd Hyattsville MD 20782 none I Human and Natural System Evaluation to Support Water Policy and Land Management 10000 Nir Mualam Tulkovsky 9 St Tel Aviv Israel IS 6935879 none I Implementing Value Capture in Israel: An examination of recent tools and policies 22500 New York University 726 W Broadway 2nd floor New York NY 100039580 none PC Take the Q Train: Value Capture of Public Infrastructure Projects 45000 Pegasys AME (Pty) Ltd Rogers House 5 President John Kennedy Street Port Louis Mauritius MP 11327 none NC One-off Infrastructure Payments in African Cities 36700 Marc Perez Casas Calle Dr Samso 42 3r 1a Argentona Barcelona Spain SP 8310 none I Indirect Land Value Capture and its Potential to Finance Improvements Informal Settlements 17000 Pontificia Universidad Catlica de Chile El Comendador No 1916 Casilla Satiago Chile CI 16002 none NC Modelling the Costs of Densification in Consolidated Neighborhoods: The Case of Santiago 14000 Shitong Qiao The Belchers Tower 8 Flat 36/B 89 Pokfulam Road Hong Kong China CH none I Transferrable Development Rights: Cure or Curse for Chinese Farmers? 10000 Eyal Salinger 6 De-Haaz Street TelAviv Israel IS 6266612 none I Implementing Value Capture in Israel 22500 Leslie Cameron Sanchez 1032 Kainui Drive Kailua HI 96734 none I Impacts of Winters Right Adjudication on Native American Reservations in the Western US 10000 Marta Lora-Tamayo Calle Fresnedillas 4 Portal A Piso 4 Izquierda Madrid Spain SP 28035 none I Spanish Land Use and Planning Legislation and their Influence in Latin America 14600 UCL Consultants Limited 97 Tottenham Court Road Network Building London United Kingdom UK W1T 4TP none NC Equity, public health, infrastructure and urban policy in Cali, Colombia 20000 University of Utrecht 3508 TC Utrecht Utrecht TC Netherlands NL 3508 none NC The Statute of Metropolis and Planning Reform in Brazil 16000 Universit Paris XII 61 Avenue du General de Gaulle Crteil France FR 94010 none NC French land value capture (r)evolution: a shift from social equity to investment financing 17580 University of British Columbia 409-6190 Agronomy Road Vancouver BC Canada CA V6T 1Z3 none NC Neighborhood Restructuring, Built Environment, and Quality of Life in Urban China 20000 Edmilson Varejao 3630 S Sepulveda Blvd 1147 Los Angeles CA 90034 none I Property value Assessment in Rio de Janeiro: The effects of transport investments 10000 Elia Maria Tapia Villasenor 4601 N Via Entrada Apt 1058 Tucson AZ 85718 none I Water Resources in the Borderlands of the Colorado River Basin 10000 Philip James Womble 920 California Ave Palo Alto CA 94306 none I Making Water Markets Work: Colorado River 10000 World Resources Institute 10 G Street NE 8th Floor Washington DC 20002 none PC Land Value Capture to Finance Service Provision in Urban Redevelopment 45694 Jiawen Yang 3695 Bentbill Crossing Cumming GA 30041 none I Value capture beyond public land leasing in China's Pearl River Delta 35000 David Yee 325 Bellvale Lakes Road Warwick NY 10990 none I Divided landscapes in the Mexican metropolis: Housing and segregation in Mexico City 10000 Jiangping Zhou Flat 4A 3 Tam Towers 25 Sha Wan Dr Pokfulam Hong Kong China CH none I Can TODness Improve (Expected) Performances of TODs? 20000 Rachelle Alterman 29 Hanoter Street Even Yehuda Israel IS none I Land Policy, Urban Law and Climate Change 12000 Fernando de Mello Franco Rua Mininstro 60001 Apto 153 Sao Paulo Brazil BR none I Sale of Building Rights in Sao Paulo, Brazil and implementing the social function 19000 709738 0 PUBLICATIONS 28104 SONORAN INSTITUTE 3280 EMPLOYEE PARKING 5760 OTHER 1600 COURSE COSTS REIMBURSEMENT 4384 531390 1010154 14 8791595 18 25542121 1010154 34333716 43128 35386998 1A SALES OF SCHOLARLY PUBLICATIONS IN VARIOUS PROGRAM AREAS 1B CHARGE FOR OCCUPANCY BY NON-PROFIT 1C PARKING PROVIDED FOR EMPLOYEE CONVENIENCE 1D USE OF CLASSROOM SPACE BY CHARITABLE ORGANIZATION ENGAGED IN EDUCATION 1E PROGRAM COSTS REIMBURSED BY OTHER ORGANIZATIONS 0 0 0 0 0 0 0 0 0 0 X X 1 NATURE CONSERVANCY CANADA 245 EGLINTON AVENUE EAST TORONTO ONTARIO CA 7252 X 2 HIGHSTEAD FOUNDATION PO BOX 1097 REDDING CT 06875 73000 X 3 WEEDEN FOUNDATION 35 ADAMS STREET BEDFORD HILLS NY 10507 15000 X 4 KRESGE FOUNDATION 3215 W BIG BEAVER ROAD TROY MI 48084 1000000 X 5 ROBERT WOOD JOHNSON FOUNDATION 50 COLLEGE ROAD EAST PRINCETON NJ 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