LINCOLN INSTITUTE OF LAND POLICY: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN INSTITUTE OF LAND POLICY (EIN 86-6021106)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202611339349104346
- Schema version
- 2024v5.5
- 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
- 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 Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T17:36:55-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | 6023934300 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 6179129000 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $808,637,838 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,764,729 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,677,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,930,521 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,677,994 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,904,192 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,904,192 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,904,192 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,533,411 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,072,490 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $87,323 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,072,490 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $79,419,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,922,036 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,283,895 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,861,907 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,288,461 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $1,288,461 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,483,196 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $13,178,379 | 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 | $12,679,191 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,389,773 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,299,692 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $52,146 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,336 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $6,336 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $45,811 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $221,787 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,887 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $39,887 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $181,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,873,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,417,656 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $7,417,656 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,221,997 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,468,441 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $93,200 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $93,200 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $1,375,240 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,224,766 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $105,420 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $105,420 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,347,151 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,435,012 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $91,078 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $91,078 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,094,914 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $62,841 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $62,841 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $905,179 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,612,981 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $149,572 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $149,572 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,438,581 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,747,019 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $105,354 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $105,354 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,797,924 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,160,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,359,805 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $9,359,805 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,775,862 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,160,652 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,359,805 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $9,359,805 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,775,862 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,258,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,562,231 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,924,090 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,576,002 | CashBOYAmt |
| Cash EOY | $4,783,428 | CashEOYAmt |
| Cash EOYFMV | $4,783,428 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,532,136 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,456,550 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,456,550 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,256,720 | AcctRcvblAmt |
| Acct Rcvbl BOY | $802,946 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,256,720 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,256,720 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $1,046,926 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $1,348,269 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $1,348,269 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $444,285 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $706,933 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $706,933 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $500,504,578 | CorporateStockBOYAmt |
| Corporate Stock EOY | $494,481,506 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $494,481,506 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,181,490 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $19,514,259 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,514,259 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $198,799,115 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $225,703,286 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $225,703,286 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $46,340,217 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,904,917 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $32,851,412 | LandBOYAmt |
| Land EOY | $31,435,300 | LandEOYAmt |
| Land EOYFMV | $31,435,300 | LandEOYFMVAmt |
| Other Assets BOY | $8,625,633 | OtherAssetsBOYAmt |
| Other Assets EOY | $951,587 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $951,587 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $774,364,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $808,637,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $808,637,838 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,914,949 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,931,032 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $49,120,008 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $54,338,445 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $52,034,957 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,269,477 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $720,575,544 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $747,584,290 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,754,022 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,784,071 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $722,329,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $749,368,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $774,364,523 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $808,637,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $722,329,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,258,753 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,871,300 | OtherIncreasesAmt |
| Subtotal | $749,459,619 | SubtotalAmt |
| Other Decreases | $91,258 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $749,368,361 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| PUBLICLY TRADED SECURITIES (SHORT) | $6,533,411 | $6,533,411 | $6,533,411 |
| PUBLICLY TRADED SECURITIES (LONG) | $51,370,781 | $51,370,781 | $51,370,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,904,192 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,533,411 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $883,515 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $883,515 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $883,515 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $775,027 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $400,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,175,027 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14,088 | EsPenaltyAmt |
| Overpayment | $277,424 | OverpaymentAmt |
| Applied To ES Tax | $277,424 | 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 | VINOD PARMESHWAR CFO | IndividualWithBooksNm |
| Phone | 6023934300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11010 N TATUM BLVD D101 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (23 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE MCCARTHY | ||||||||
| 113 BRATTLE STREET | CAMBRIDGE | MA | 02138 | CEO & PRESIDENT/ DIRECTOR | 37.50 | $589,322 | $95,887 | $0 |
| WILLIAM GOODELL | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | CIO | 37.50 | $451,683 | $67,975 | $0 |
| KATHRYN J LINCOLN | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | CHAIR & CIO/DIRECTOR | 37.50 | $440,957 | $39,522 | $0 |
| VINOD PARMESHWAR | ||||||||
| 113 BRATTLE STREET | CAMBRIDGE | MA | 02138 | TREAS. & CFO-CHRO | 37.50 | $301,555 | $82,952 | $0 |
| LIZZIE KAZAN | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | ASSISTANT TREAS. & DIRECTOR OF FINANCE | 37.50 | $192,727 | $43,223 | $0 |
| AMELIA STIER SECRETARY | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR OF BOARD & INVESTMENT MGMT | 37.50 | $141,962 | $39,862 | $0 |
| CAROLINA BARCO | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 1.80 | $16,500 | $0 | $0 |
| THOMAS BECKER | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 3.20 | $32,000 | $0 | $0 |
| JANE CAMPBELL | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR (UNTIL APRIL 2025) | 2.00 | $23,000 | $0 | $0 |
| PETER CULP | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 2.40 | $17,000 | $0 | $0 |
| CONSTANCE MITCHELL FORD | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR (UNTIL MAY 2025) | 2.10 | $17,000 | $0 | $0 |
| NANCY GIBBS | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 2.80 | $21,000 | $0 | $0 |
| TZU-CHIN LIN | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 1.90 | $16,500 | $0 | $0 |
| BRUCE LINCOLN | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 2.20 | $21,000 | $0 | $0 |
| JOHN G LINCOLN III | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 1.90 | $14,000 | $0 | $0 |
| THOMAS NECHYBA | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 3.80 | $30,000 | $0 | $0 |
| KEVYN ORR | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 3.10 | $18,500 | $0 | $0 |
| TIM RENJILIAN | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 3.40 | $32,000 | $0 | $0 |
| SCOTT SMITH | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 1.80 | $15,000 | $0 | $0 |
| RAPHAEL BOSTIC | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| KAREN SCHAEFFER | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR | 3.20 | $25,500 | $0 | $0 |
| CHARLA GRIFFY-BROWN | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR (FROM APRIL 2025) | 0.00 | $0 | $0 | $0 |
| OTIS MOSS | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | DIRECTOR (FROM APRIL 2025) | 0.00 | $0 | $0 | $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 | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | EXEC. DIR. - CHINA P | 37.50 | $333,093 | $72,956 | $0 |
| JOAN M YOUNGMAN | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | EXEC. DIR. - LAND & | 37.50 | $344,260 | $60,156 | $0 |
| ANNE W SCOTT | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | EXEC. DIR. - CTR FOR | 37.50 | $330,121 | $62,737 | $0 |
| ENRIQUE R SILVA | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | CHIEF PROGRAM OFFICE | 37.50 | $301,975 | $61,283 | $0 |
| KATIE GRACE DEANE | ||||||||
| 11010 N TATUM BLVD | PHOENIX | AZ | 85028 | COO | 37.50 | $279,566 | $39,219 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 95 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH | |||||
| 2555 E CAMELBACK RD | PHOENIX | AZ | 85016 | INVESTMENT CONSULTING | $686,764 |
| EAGLE CAPITAL MANAGEMENT | |||||
| 499 PARK AVENUE | NEW YORK | NY | 10222 | INVESTMENT ADVICE | $610,162 |
| GRANITE | |||||
| 1100 W ST GERMAIN ST | ST CLOUD | MN | 56301 | INVESTMENT MANAGEMENT | $253,430 |
| SANDS CAPITAL | |||||
| 1101 WILSON BLVD | ARLINGTON | VA | 22209 | INVESTMENT ADVICE | $244,518 |
| SANTA BARBARA | |||||
| 2020 ALAMEDA PADRE SERARRA | SANTA BARBARA | CA | 93103 | INVESTMENT MANAGEMENT | $230,751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 52 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CLAREMONT LINCOLN UNIVERSITY: THE INSTITUTE PROVIDES FINANCIAL AND PROGRAMMATIC SUPPORT TO SUSTAIN AND EXPAND EDUCATIONAL OFFERINGS. | Description1Txt |
| Expenses1 | $11,210,422 | Expenses1Amt |
| Description2 | CROSS CUTTING PROGRAMS: THROUGH OUR RESEARCH AND CROSS-CUTTING INITIATIVES (RXI) WORK, WE AIM TO PROMOTE THE CONCEPTUALIZATION, DESIGN, AND IMPLEMENTATION OF RESEARCH-INFORMED PRACTICE ACROSS A VARIETY OF PROGRAM AREAS, INCLUDING HOUSING, PLANNING, AND LAW. WE WORK WITH OUR STAFF AND EXTERNAL PARTNERS TO USE THIS RESEARCH TO STRENGTHEN OUR OVERALL KNOWLEDGE BASE AND TO PUT OUR LEARNINGS INTO ACTION. | Description2Txt |
| Expenses2 | $7,759,333 | Expenses2Amt |
| Description3 | 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. | Description3Txt |
| Expenses3 | $6,393,241 | Expenses3Amt |
| Description4 | 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. | Description4Txt |
| Expenses4 | $5,175,480 | 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 | $552,516,636 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,721,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $184,802,935 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $764,040,604 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $764,040,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,460,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $752,579,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,629,000 | 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 | $46,775,862 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $46,775,862 | 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 | $15,924,090 | CurrentYearAmt |
| Year1 | $12,794,754 | Year1Amt |
| Year2 | $9,604,384 | Year2Amt |
| Year3 | $5,918,517 | Year3Amt |
| Total | $44,241,745 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,535,477 | CurrentYearAmt |
| Year1 | $10,875,541 | Year1Amt |
| Year2 | $8,163,726 | Year2Amt |
| Year3 | $5,030,739 | Year3Amt |
| Total | $37,605,483 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $46,775,862 | CurrentYearAmt |
| Year1 | $39,533,468 | Year1Amt |
| Year2 | $41,732,550 | Year2Amt |
| Year3 | $40,943,792 | Year3Amt |
| Total | $168,985,672 | 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 | $46,775,862 | CurrentYearAmt |
| Year1 | $39,533,468 | Year1Amt |
| Year2 | $41,732,550 | Year2Amt |
| Year3 | $40,943,792 | Year3Amt |
| Total | $168,985,672 | 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 | $25,086,000 | CurrentYearAmt |
| Year1 | $23,558,577 | Year1Amt |
| Year2 | $21,240,521 | Year2Amt |
| Year3 | $23,560,455 | Year3Amt |
| Total | $93,445,553 | 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 |
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $29,985 |
| CONTRACT REVENUE | $1,870,714 |
| EVENTS | $84,468 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $84,970 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,593,024 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,904,192 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT RELATED INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,323 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $84,970 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,584,539 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,985,167 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,654,676 | 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 (24 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BOISE STATE UNIVERSITY | ||||||
| 1 | 1910 UNIVERSITY DRIVE | BOISE | ID | 83725 | $10,173 | Yes (X) |
| PLANET WOMEN | ||||||
| 2 | 9760 COPPERTOP LOOP | BAINBRIDGE ISLAND | WA | 98110 | $45,000 | Yes (X) |
| ROBERT WOOD JOHNSON | ||||||
| 3 | 50 COLLEGE ROAD EAST | PRINCETON | NJ | 08540 | $689,851 | Yes (X) |
| THE PEW CHARITABLE TRUST | ||||||
| 4 | 25 MARKET STREET | PHILADELPHIA | PA | 19103 | $90,707 | Yes (X) |
| UNIVERSITY OF PITTSBURGH | ||||||
| 5 | 300 MURDC 3420 FORBES AVE | PITTSBURGH | PA | 15260 | $21,845 | Yes (X) |
| US BUREAU OF RECLAMATION | ||||||
| 6 | PO BOX 25007 | DENVER | CO | 80225 | $347,832 | Yes (X) |
| US GEOLOGICAL SURVEY | ||||||
| 7 | NATIONAL CENTER 12201 SUNRISE VALLE | RESTON | VA | 20192 | $362,112 | Yes (X) |
| ARC SOLUTIONS | ||||||
| 8 | 23564 CALABASAS RD STE 201 | CALABASAS | CA | 91302 | $20,000 | Yes (X) |
| CASCADE LOANS | ||||||
| 9 | PO BOX 15035 | CHANDLER | AZ | 85244 | $5,000 | Yes (X) |
| ENTERPRISE COMMUNITY PARTNERS INC | ||||||
| 10 | 11000 BROKEN LAND PARKWAY STE 700 | COLUMBIA | MD | 21044 | $120,000 | Yes (X) |
| FIDELITY CHARITABLE | ||||||
| 11 | PO BOX 770001 | CINCINNATI | OH | 45277 | $5,000 | Yes (X) |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||
| 12 | 1055 BROADWAY BLVD STE 130 | KANSAS CITY | MO | 64150 | $15,000 | Yes (X) |
| JANET AND DAN DUBRAVA | ||||||
| 13 | 4319 BROOKRIDGE DR | FAIRWAY | KS | 66205 | $5,000 | Yes (X) |
| KRESGE FOUNDATION | ||||||
| 14 | 3215 W BIG BEAVER ROAD | TROY | MI | 48084 | $500,000 | Yes (X) |
| LINDA MASON | ||||||
| 15 | 73 SOMERSET ST | BELMONT | MA | 02478 | $5,000 | Yes (X) |
| NATIONAL OCEANIC AND ATMOSPHERIC ADMINISTRATION | ||||||
| 16 | 1401 CONSTITUTION AVE NW RM 5128 | WASHINGTON | DC | 20230 | $53,629 | Yes (X) |
| NEIL KARBANK | ||||||
| 17 | 2000 SHAWNEE MISSION PRWY STE 400 | MISSION WOODS | KS | 66205 | $10,000 | Yes (X) |
| SCOTT AND MARY BROWN | ||||||
| 18 | 1 DOWNING RD | HANOVER | NH | 03755 | $5,000 | Yes (X) |
| SPRING POINT PARTNERS | ||||||
| 19 | 2929 WALNUT STREET STE 1150 | PHILADELPHIA | PA | 19104 | $20,110 | Yes (X) |
| THE NATURE CONSERVANCY | ||||||
| 20 | 2424 SPRUCE STREET | BOULDER | CO | 80302 | $25,000 | Yes (X) |
| UNIVERSITY CORPORATION OF ATMOSPHERIC RESEARCH | ||||||
| 21 | 3090 CENTER GREEN DRIVE | BOULDER | CO | 80301 | $194,923 | Yes (X) |
| UNIVERSITY OF NORTH CAROLINA | ||||||
| 22 | 104 AIRPORT DR STE 2200 | CHAPEL HILL | NC | 27599 | $17,482 | Yes (X) |
| VERMONT COMMUNITY FOUNDATION | ||||||
| 23 | 3 COURT STREET | MIDDLEBURY | VT | 05753 | $5,000 | Yes (X) |
| WATER FOUNDATION | ||||||
| 24 | 3335 WATT WVE STE B PMB233 | SACRAMENTO | CA | 95821 | $250,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
| Amt | $221,787 | Amt |
| Net Investment Income | $39,887 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39,887 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $181,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BARROW HANLEY CORE | BondNm |
| EOY Book Value | $19,514,259 | EOYBookValueAmt |
| EOYFMV | $19,514,259 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EAGLE CAPITAL MGMT | $104,759,120 | $104,759,120 |
| GRANITE | $49,614,192 | $49,614,192 |
| LINCOLN ELECTRIC HOLDINGS | $145,110,435 | $145,110,435 |
| SANDS CAPITAL MGMT | $58,561,960 | $58,561,960 |
| SANTA BARBARA | $56,218,434 | $56,218,434 |
| FULLER AND THALER | $40,757,815 | $40,757,815 |
| POLEN INTL GROWTH | $37,455,570 | $37,455,570 |
| BARROW HANLEY MUTUAL | $2,003,980 | $2,003,980 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NUVEEN GLOBAL INFRASTRUCTURE | FMV | $34,131,614 | $34,131,614 |
| MUTUAL FUNDS FOR 457 PLAN | FMV | $731,207 | $731,207 |
| SKELLIG DST WATER FUND | FMV | $16,086,874 | $16,086,874 |
| ABRAAJ GROWTH MARKETS | FMV | $2,256,568 | $2,256,568 |
| ANGELO GORDON II | FMV | $2,630,632 | $2,630,632 |
| ANGELO GORDON III | FMV | $4,563,698 | $4,563,698 |
| ANGELO GORDON REAL ESTATE | FMV | $5,747,697 | $5,747,697 |
| BARINGS | FMV | $9,914,090 | $9,914,090 |
| BAYVIEW | FMV | $1,519,834 | $1,519,834 |
| BLACKSTONE STRATEGIC CAP HOLDINGS | FMV | $11,647,274 | $11,647,274 |
| BLACKSTONE STRATEGIC OPPORTUNITY FUND | FMV | $3,890,758 | $3,890,758 |
| BLACKSTONE STRATEGIC PARTNERS SECONDARIES | FMV | $5,967,101 | $5,967,101 |
| CARLYLE | FMV | $136,078 | $136,078 |
| CARLYLE ALPHAINVEST | FMV | $5,176,510 | $5,176,510 |
| CARLYLE ENERGY PARTNERS | FMV | $5,257,042 | $5,257,042 |
| ECOSYSTEM III | FMV | $7,208,831 | $7,208,831 |
| ECOSYSTEM PARTNERS IV | FMV | $8,539,744 | $8,539,744 |
| ECOSYSTEM V | FMV | $2,903,992 | $2,903,992 |
| GERBER TAYLOR | FMV | $11,000,000 | $11,000,000 |
| GERBER TAYLOR OFFSHORE | FMV | $11,781,125 | $11,781,125 |
| IHS DEVFUND I EKHAYA | FMV | $781,992 | $781,992 |
| INTERNATIONAL HOUSING SOLUTIONS | FMV | $3,208,667 | $3,208,667 |
| INVESTEC (AFRICAN) | FMV | $861,820 | $861,820 |
| KAIROS VENTURE PARTNERS III | FMV | $7,117,148 | $7,117,148 |
| KAYNE ANDERSON | FMV | $3,445,157 | $3,445,157 |
| LEVINE LEICHTMAN CAP PARTNERS VI | FMV | $10,238,725 | $10,238,725 |
| LEVINE LEICHTMAN CAP PARTNERS VII | FMV | $1,680,022 | $1,680,022 |
| LLCP III | FMV | $8,344,484 | $8,344,484 |
| MORGAN CREEK | FMV | $1,529,191 | $1,529,191 |
| MORGAN CREEK NEW CHINA FUND | FMV | $4,778,041 | $4,778,041 |
| SILVER LAKE ALPINE II OFFSHORE | FMV | $9,501,830 | $9,501,830 |
| SKYBRIDGE | FMV | $7,812,841 | $7,812,841 |
| UNIGESTION | FMV | $9,388,253 | $9,388,253 |
| UNIGESTION CLIMATE | FMV | $5,924,446 | $5,924,446 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND & BUILDING - BRATTLE | $10,082,410 | $8,026,905 | $2,055,505 | $2,055,505 |
| LAND & BUILDING - PHILLIPS | $4,189,780 | $1,770,751 | $2,419,029 | $2,419,029 |
| LAND & BUILDING - PHOENIX | $3,366,209 | $2,327,069 | $1,039,140 | $1,039,140 |
| CAP IMPROVEMENT - BRATTLE | $20,292,767 | $1,437,459 | $18,855,308 | $18,855,308 |
| CAP IMPROVEMENT - PHILLIPS | $3,020,893 | $201,881 | $2,819,012 | $2,819,012 |
| CAP IMPROVEMENT - PHOENIX | $2,751,904 | $0 | $2,751,904 | $2,751,904 |
| CAPITALIZED INTEREST - BRATTLE | $358,310 | $0 | $358,310 | $358,310 |
| CAPITALIZED INTEREST - PHILLIPS | $443,002 | $0 | $443,002 | $443,002 |
| CAPITALIZED INTEREST - PHOENIX | $121,864 | $25,588 | $96,276 | $96,276 |
| ARTWORK | $228,901 | $0 | $228,901 | $228,901 |
| FURNITURE & EQUIPMENT | $1,484,177 | $1,115,264 | $368,913 | $368,913 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $52,146 | LegalFeesAmt |
| Net Investment Income | $6,336 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,336 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $45,811 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEALTH INSURANCE DEPOSIT | $46,800 | $108,400 | $108,400 |
| INVESTMENT INTEREST RECEIVABLE | $150,136 | $226,228 | $226,228 |
| OPERATING LEASE RIGHT-OF-USE ASSET | $178,930 | $116,959 | $116,959 |
| RECEIVABLES FROM INVESTMENTS SOLD | $8,249,767 | ||
| SAFE INVESTMENT | $0 | $500,000 | $500,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED EXCISE TAX | Desc |
| Amt | $91,258 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RESEARCH & RFPS | $1,055,070 | $0 | $0 | $963,259 |
| DISSEMINATION | $886,117 | $0 | $0 | $772,214 |
| GENERAL OFFICE | $675,096 | $76,176 | $76,176 | $1,025,572 |
| INSURANCE | $179,180 | $0 | $0 | $179,181 |
| OTHER STAFFING | $214,118 | $0 | $0 | $205,148 |
| INFORMATION TECHNOLOGY | $737,438 | $29,178 | $29,178 | $652,550 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PUBLICATIONS | $29,985 | $29,985 | |
| CONTRACT REVENUE | $1,870,714 | $1,870,714 | |
| EVENTS | $84,468 | $84,468 | |
| OTHER INVESTMENT RELATED INCOME | $87,323 | $87,323 | $87,323 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $8,871,300 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| REVOLVING LOAN ACCOUNT | $38,825,555 | $38,825,555 |
| DEFERRED FEDERAL EXCISE TAX | $3,027,736 | $3,118,993 |
| ACCRUED POST-RETIREMENT BENEFITS | $6,473,123 | $11,525,928 |
| DEFERRED COMPENSATION RESERVE | $610,135 | $731,207 |
| OPERATING LEASE LIABILITY | $183,459 | $136,762 |
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 | $2,201,799 | $2,201,799 | $2,201,799 | $0 |
| INVESTMENT CONSULTANT | $1,499,377 | $1,499,377 | $1,499,377 | $0 |
| PROGRAM PROFESSIONAL FEES | $17,172,351 | $3,716,480 | $3,716,480 | $15,221,997 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $103,762 | $103,762 | $103,762 | $0 |
| PROPERTY TAXES | $48,848 | $1,658 | $1,658 | $47,189 |
| FEDERAL UBIT | $61,637 | $0 | $0 | $61,637 |
| FEDERAL EXCISE | $974,703 | $0 | $0 | $1,202,519 |
| OTHER TAXES | $35,816 | $0 | $0 | $35,806 |