2025-11-13T18:40:25-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 3 LAGOON DRIVE STE 400 REDWOOD CITY CA 94065 990PF 2024-01-01 942943599 LILLIAN LINCOLN FOUNDATION C/O LINCOLN HOWELL LILL 6503430996 240 ROBIN ROAD HILLSBOROUGH CA 940106634 LINCOLN HOWELL PRESIDENT 6503430996 2025-11-12 1 0 DAVID SACARELOS P00082838 6503654646 2025-11-12 2024 2025-03-06 01:10:19Z X 82366514 X X 1787223 1779089 1613740 4114785 1613740 846 41 3401809 3392870 0 0 0 6510 0 6510 86702 6644 80058 58668 33790 21272 113600 0 1000 179340 133 16261 444820 40567 125101 5010500 5010500 5455320 40567 5135601 -2053511 3352303 828053 515546 515546 2550866 1516786 1516786 60403 3000 6524 6524 74882793 79844491 79844491 644503 483167 483167 78969618 82366514 82366514 26152 33378 380600 455200 406752 488578 X 78562866 81877936 78562866 81877936 78969618 82366514 78562866 -2053511 5368581 81877936 0 81877936 PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31 4114785 2501045 1613740 1613740 1613740 46597 0 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FRANCISCO CA 941883490 NONE PC DEFEAT CANCER 25000 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 NONE PC HUMANITARIAN AID 25000 AMERICARES 88 HAMILTON AVE STAMFORD CT 06902 NONE PC HUMANITARIAN AID 50000 APA FAMILY SUPPORT SERVICES 10 NOTTINGHAM PL SAN FRANCISCO CA 94133 NONE PC GENERAL OPERATING SUPPORT 30000 ARTHRITIS FOUNDATION 1355 PEACHTREE ST NE STE 600 ATLANTA GA 30309 NONE PC HEALTHCARE 5000 AUDUBON SOCIETY 225 VARICK STREET 7TH FLOOR NEW YORK NY 10014 NONE PC WILDLIFE CARE 2000 BOYS & GIRLS CLUBS OF AMERICA PO BOX 97122 WASHINGTON DC 200907122 NONE PC FURTHER EDUCATION 5000 BRIDGE MINISTRY CHURCH PO BOX 644 CORTE MADERA CA 94976 NONE PC GRANT TO HELP WITH NEW YOUTH BUILDING 58000 BRIDGE MINISTRY CHURCH PO BOX 644 CORTE MADERA CA 94976 NONE PC SUPPORT RELIGION 22000 CALIF ACADEMY OF SCIENCES 55 MUSIC CONCOURSE DR SAN FRANCISCO CA 94118 NONE PC EDUCATION 10000 CALIF PACIFIC CHILD DEVELOPMENT CENTER 2015 STEINER STREET SAN FRANCISCO CA 941152627 NONE PC CHILD 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OAKLAND CA 94607 NONE PC GENERAL OPERATING SUPPORT 30000 FEEDING AMERICA PO BOX 96749 WASHINGTON DC 200906749 NONE PC FOOD BANK 65000 FILOLI CENTER 86 CANADA ROAD WOODSIDE CA 94062 NONE PC PRESERVE THE ENVIRONMENT 500 GLIDE 330 ELLIS STREET SAN FRANCISCO CA 94102 NONE PC FOOD BANK 25000 GLOBAL ACCESS 2030 3001 BRIGHTON BLVD SUITE 310 DENVER CO 80216 NONE PC HUMANITARIAN AID 10000 GLOBAL SNAKEBITE INITIATIVE PO BOX 464 BELMONT CA 94002 NONE PC GENERAL OPERATING SUPPORT 50000 GOOD SHEPHERD FOOD BANK OF MAINE PO BOX 1807 AUBURN ME 04211 NONE PC FOOD BANK 100000 GUM MOON WOMEN'S RESIDENCE 940 WASHINGTON STREET SAN FRANCISCO CA 94108 NONE PC HUMANITARIAN AID 20000 HABITAT FOR HUMANITY 322 WEST LAMAR STREET AMERICUS GA 317093543 NONE PC HUMANITARIAN AID 25000 HILLSBOROUGH BEAUTIFICATION FOUNDATION 1600 FLORIBUNDA AVE HILLSBOROUGH CA 94010 NONE PC ENHANCE BEAUTY OF LOCAL LANDSCAPE 5000 HILLSBOROUGH POLICE OFFICERS ASSOC 1600 FLORIBUNDA AVE HILSBOROUGH CA 94010 NONE PC SUPPORT POLICE OFFICERS 5000 HOPE FOR FERTILITY FOUNDATION PO BOX 663 PLEASANT GROVE UT 84062 NONE PC GENERAL OPERATING SUPPORT 50000 INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 ALBERT LEA MN 560079847 NONE PC HUMANITARIAN AID 50000 ISLAND ACADEMY INT'L SCHOOL 47 BEECHCROFT ROAD GREENWICH CT 06830 NONE PC EDUCATION 40000 JEWISH FAMILY COMMUNITY SERVICES 2484 SHATTUCK AVE SUITE 210 BERKELEY CA 94704 NONE PC HUMANITARIAN AID 50000 KALAMAZOO COLLEGE 1200 ACADEMY STREET KALAMAZOO MI 49006 NONE PC HOOP HOUSE - EDUCATION 150000 KQED 2601 MARIPOSA ST SAN FRANCISCO CA 94110 NONE PC PUBLIC RADIO 30000 LET'S FACE IT TOGETHER 1826 W KETTLEMAN LN LODI CA 95242 NONE PC GENERAL OPERATING SUPPORT 5000 LIFEMOVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 NONE PC HUMANITARIAN AID 50000 LUCILE PACKARD CHILDREN'S FUND 400 HAMILTON AVE STE 340 PALO ALTO CA 943011805 NONE PC MEDICAL ASSISTANCE 10000 MADD 511 EAST JOHN CARPENTER FREEWAY IRVING TX 75062 NONE PC STOP DUI 5000 MAKE A WISH FOUNDATION 1333 BROADWAY STE 200 OAKLAND CA 94612 NONE PC SUPPORT ILL CHILDREN 50000 MARA ELEPHANT PROJECT PO BOX 8688 PUEBLO CO 810088688 NONE PC ANIMAL PROTECTION 50000 MAYO CLINIC 13400 E SHEA BLVD SCOTTSDALE AZ 85259 NONE PC HEALTHCARE 50000 MEALS ON WHEELS 1375 FAIRFAX AVE SAN FRANCISCO CA 94124 NONE PC FOOD ASSISTANCE 25000 MENLO COLLEGE 1000 EL CAMINO REAL ATHERTON CA 94027 NONE PC SCHOLARSHIP IN BARBARA HOWELL'S NAME 675000 METTA HEART 1428 2ND AVE OAKLAND CA 94606 NONE PC HUMANITARIAN AID 40000 MILLS PENINSULA HOSPITAL FOUNDATION 1501 TROUSDALE DRIVE BURLINGAME CA 94010 NONE PC HEALTHCARE 50000 MONTEREY BAY AQUARIUM 886 CANNERY ROW MONTEREY CA 939409945 NONE PC ANIMAL PROTECTION 1000 MOUNT GRACE LAND CONSERVATION TRUST 1461 OLD KEENE ROAD ATHOL MA 01331 NONE PC GENERAL OPERATING SUPPORT 25000 NATIONAL GEOGRAPHIC SOCIETY 1145 17TH ST NW WASHINGTON DC 20036 NONE PC EDUCATION 1000 NATIONAL PARKS FOUNDATION PO BOX 17394 BALTIMORE MD 212989450 NONE PC PROTECT ENVIRONMENT 1000 OAKLAND ZOO PO BOX 5238 OAKLAND CA 94605 NONE PC ANIMAL PROTECTION 110000 OXFAM AMERICA 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 021142206 NONE PC HUMANITARIAN AID 25000 PACIFIC BATTLESHIP CENTER 250 SOUTH HARBOR BLVD SAN PEDRO CA 90731 NONE PC EDUCATION 20000 PENINSULA TEMPLE BETH EL 1700 ALAMEDA DE LAS PULGAS SAN MATEO CA 94403 NONE PC SUPPORT RELIGION 25000 PENINSULA TEMPLE SHOLOM 1655 SEBASTIAN DR BURLINGAME CA 94403 NONE PC SUPPORT RELIGION 50000 PHILADELPHIA ZOO 3400 W GIRARD AVENUE PHILADELPHIA PR 19104 NONE PC ANIMAL PROTECTION 10000 PLANNED PARENTHOOD FEDERATION OF AMERICA PO BOX 97166 WASHINGTON DC 200907166 NONE PC HEALTHCARE 90000 PROJECT HOPE 1220 - 19TH ST NW SUITE 800 WASHINGTON DC 20036 NONE PC HUMANITARIAN AID 10000 PROJECT OPEN HAND 730 POLK STREET SAN FRANCISCO CA 94109 NONE PC HUMANITARIAN AID 30000 PROPUBLICA 155 AVENUE OF THE AMERICAS 13TH FLOOR NEW YORK NY 10013 NONE PC GENERAL OPERATING SUPPORT 50000 RONALD MCDONALD HOUSE 510 SAND HILL ROAD PALO ALTO CA 94304 NONE PC HEALTHCARE 60000 ROUNDABOUT THEATRE COMPANY 231 WEST 39TH ST NEW YORK NY 10018 NONE PC ARTS AND EDUCATION 45000 SAMARITAN HOUSE 4031 PACIFIC BLVD SAN MATEO CA 94403 NONE PC FOOD ASSISTANCE 60000 SAN MATEO COUNTY HEALTH FOUNDATION 222 W 39TH AVE SAN MATEO CA 94403 NONE PC HEALTHCARE 25000 SAN MATEO COUNTY PARKS FOUNDATION 1701 COYOTE POINT DR SAN MATEO CA 94401 NONE PC GENERAL OPERATING SUPPORT 50000 SAVE THE BAY 1330 BROADWAY SUITE 1800 OAKLAND CA 94612 NONE PC ENVIRONMENT CONSERVATION 1000 SAVE THE CHILDREN 501 KINGS HIWAY EAST STE 400 FAIRFIELD CT 06823 NONE PC PRESERVE THE ENVIRONMENT 50000 SECOND HARVEST FOOD BANK 4001 N FIRST STREET SAN JOSE CA 95134 NONE PC FOOD BANK 5000 SELF-HELP FOR THE ELDERLY 731 SANSOME STREET SUITE 100 SAN FRANCISCO CA 94111 NONE PC SUPPORT THE ELDERLY 60000 SEQUOIA HOSPITAL FOUNDATION 170 ALAMEDA DE LAS PULGAS REDWOOD CITY CA 940622799 NONE PC HEALTHCARE 900000 SIERRA CLUB FOUNDATION 2101 WEBSTER STREET SUITE 1300 OAKLAND CA 94612 NONE PC PRESERVE THE ENVIRONMENT 5000 SMILE TRAIN 633 THIRD AVE 9TH FLOOR NEW YORK NY 10017 NONE PC HEALTHCARE 25000 SPECIAL OLYMPICS 1133 - 19TH STREET NW WASHINGTON DC 200363604 NONE PC SUPPORT SPECIAL NEEDS ATHLETES 5000 ST ANTHONY FOUNDATION 150 GOLDEN GATE AVENUE SAN FRANCISCO CA 94102 NONE PC HUMANITARIAN AID 50000 ST JOHN'S CEMETERY ASSOCIATION PO BOX 1083 SAN MATEO CA 94403 NONE PC HUMANITIES 2000 ST JUDE CHILDREN'S HOSPITAL FOUNDATION PO BOX 50 MEMPHIS TN 381019929 NONE PC HEALTHCARE 100000 THE BEE FOUNDATION 303 WEST LANCASTER AVE 334 WAYNE PR 19087 NONE PC ANEURYSM RESEARCH 50000 THE LIBRARY COMPANY 1314 LOCUST STREET PHILADELPHIA PA 19107 NONE PC GENERAL OPERATING SUPPORT 75000 THOMAS JEFFERSON UNIVERSITY OFFICE OF INST ADV DEPT 825434 PHILADELPHIA PA 191761311 NONE PC EDUCATION 25000 TOYS FOR TOTS FOUNDATION PO BOX 4002036 DES MOINES IA 503402036 NONE PC TOYS FOR KIDS 1000 UC BERKELEY FOUNDATION 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 947041070 NONE PC EDUCATION 30000 UCSF BENIOFF CHILDREN'S HOSPITALS FOUND PO BOX 45339 SAN FRANCISCO CA 941450339 NONE PC HEALTHCARE 25000 UNICEF USA 125 MAIDEN LANE NEW YORK NY 10038 NONE PC HUMANITARIAN AID 10000 UNITY CHURCH OF PALO ALTO 3391 MIDDLEFIELD RD PALO ALTO CA 94306 NONE PC SUPPORT RELIGION 2000 UNITY SPIRITUAL CENTER SAN FRANCISCO 2690 OCEAN AVE SAN FRANCISCO CA 94132 NONE PC SUPPORT RELIGION 5000 UNITY WORLD HEADQUARTERS 1901 NW BLUE PARKWAY UNITY VILLAGE MO 640650001 NONE PC SUPPORT RELIGION 5000 USO PO BOX 96860 WASHINGTON DC 200777677 NONE PC SUPPORT MILITARY MEMBERS 1000 WHARTON FUND 2929 WALNUT ST STE 300 PHILADELPHIA PA 191045099 NONE PC EDUCATION 5000 WHEATON COLLEGE 26 E MAIN STREET NORTON MA 02766 NONE PC EDUCATION 25000 WHYY 150 NORTH SIXTH ST PHILADELPHIA PA 19106 NONE PC PUBLIC RADIO 30000 WIKIMEDIA FOUNDATION PO BOX 98204 WASHINGTON DC 200908204 NONE PC GENERAL OPERATING SUPPORT 3000 WILLIAMS COLLEGE 75 PARK STREET WILLIAMSTOWN MA 01267 NONE PC EDUCATION 50000 WORCESTER COUNTY FOOD BANK 474 BOSTON TURNPIKE SHREWSBURY MA 01545 NONE PC FOOD BANK 50000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 200015654 NONE PF HUMANITARIAN AID 150000 WORLD WILDLIFE FUND PO BOX 96555 WASHINTON DC 200777760 NONE PC ANIMAL PROTECTION 5000 5010500 0 14 1787223 18 1613740 ROYALTIES 15 41 TAX REFUND 01 805 0 3401809 0 3401809 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 44295 6644 37651 FINANCIAL AUDIT EXPENSE 42407 0 42407 TOTAL BOND MARKET INDEX ADM. FMV 4521207 4521207 INTER. TERM INVEST GRANDE ADM FMV 2653977 2653977 ST INVESTMENT GRANDE ADM FMV 961059 961059 TOTAL STOCK MARKET INDEX INSTL FMV 43477196 43477196 TOTAL INTL BOND INDEX ADMIRAL FMV 3487970 3487970 TOTAL INTL STOCK INDEX FMV 15970423 15970423 LINCOLN ELECTRIC HOLDINGS FMV 8772659 8772659 LEGAL FEES 6510 0 6510 FILMS 1733948 1733948 1733948 ACCUMULATED AMORTIZATION-FILMS -1110301 -1279771 -1279771 DIVIDENDS RECEIVABLE 20856 28990 28990 FILM STORAGE FEES 2195 0 2195 WEBSITE SERVICE 539 0 539 SUPPLIES 1547 0 1547 BANK FEES 133 133 0 TRUSTEE EXPENSES 561 0 561 POSTAGE/MAILING SERVICE 1632 0 1632 AMORTIZATION 169470 0 0 INSURANCE 3263 0 9787 ROYALTIES 41 41 41 TAX REFUND 805 805 UNREALIZED GAIN 5368581 DEFERRED FEDERAL EXCISE TAX LIABILITY 380600 455200 ADMINISTRATIVE PERSONNEL 24878 0 21272 INVESTMENT FEES 33790 33790 0 FEDERAL EXCISE TAX 112600 0 0 STATE REGISTRATION FEES 200 0 200 STATE INCOME TAX 800 0 800