2026-06-12T16:08:31-05:00 2025-06-30 DISASTER LA COUNTY 157 993307718 LUCAS HORSFALL ADVISORS LLC 299 N EUCLID AVENUE 2ND FLOOR PASADENA CA 91101 990PF 2024-07-01 953248387 THE AGOURON INSTITUTE AGOU 6265770500 630 N ROSEMEAD BLVD SUITE 110 PASADENA CA 91107 DR MELVIN SIMON OFFICER 6265770500 2026-06-09 1 0 MICHAEL H SOVIK P00942164 6267445100 2026-06-08 2024 2025-03-06 01:10:19Z X 14811344 X X 405603 405603 1448185 3971229 1448185 1853788 1853788 0 148000 14000 0 134000 350838 52625 0 298213 34928 5239 0 29689 55950 27975 0 27975 25000 25000 0 0 74656 3941 0 70715 731 0 0 19079 0 0 19079 21287 0 0 21287 37491 6596 0 30895 767960 135376 0 631853 1807866 1807866 2575826 135376 0 2439719 -722038 1718412 0 76669 906469 906469 90048 670026 670026 6513747 4818997 8774559 4821264 4389699 4458397 143270 141377 2624 1893 1893 4770 0 0 11509122 10787084 14811344 0 0 X 11509122 10787084 11509122 10787084 11509122 10787084 11509122 -722038 0 10787084 0 10787084 LONG TERM CAPITAL GAIN DISTRIBUTION 2024-01-01 2025-06-30 57903 57903 57903 SHORT TERM CAPITAL GAIN DISTRIBUTION 2025-01-01 2025-06-30 3601 3601 3601 PUBLICLY TRADED SECURITIES 2024-01-01 2025-06-30 3909725 2523044 1386681 1386681 1448185 3601 23886 0 23886 0 23886 15485 0 17000 0 32485 0 8599 8599 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 WWW.AGI.ORG LUCAS HORSFALL CPAS 6267445100 299 N EUCLID AVENUE 2ND FLOOR PASADENA CA 91101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR MELVIN SIMON 1055 E COLORADO BLVD 250 PASADENA CA 91106 CHAIRMAN 30.00 57500 0 0 EDWARD STOLPER 1055 E COLORADO BLVD 250 PASADENA CA 91106 DIRECTOR 5.00 0 0 0 DR THEODORE FRIEDMANN 1055 E COLORADO BLVD 250 PASADENA CA 91106 DIRECTOR 5.00 0 0 0 DR GORDON GILL 1055 E COLORADO BLVD 250 PASADENA CA 91106 DIRECTOR 5.00 0 0 0 DR DAVID HIRSCH 1055 E COLORADO BLVD 250 PASADENA CA 91106 DIRECTOR 15.00 0 0 0 DR DEBORAH SPECTOR 1055 E COLORADO BLVD 250 PASADENA CA 91106 DIRECTOR 5.00 0 0 0 DR JOHN ABELSON 1055 E COLORADO BLVD 250 PASADENA CA 91106 PRESIDENT 30.00 57500 0 0 GARY FRIEDMAN 1055 E COLORADO BLVD 250 PASADENA CA 91106 EXEC VP & SEC 40.00 33000 0 0 PETER JOHNSON 1055 E COLORADO BLVD 250 PASADENA CA 91106 DIRECTOR 15.00 0 0 0 DR JOHN GROTZINGER 1055 E COLORADO BLVD 250 PASADENA CA 91106 DIRECTOR 5.00 0 0 0 JOAN KOBORI 1055 E COLORADO BLVD 250 PASADENA CA 91106 SCIENTIST 40.00 248190 24708 0 JOYCE KATO 1055 E COLORADO BLVD 250 PASADENA CA 91106 EXEC ASSISTANT 40.00 102648 10220 0 0 NONE 0 0 14598707 446246 0 15044953 0 0 15044953 225674 14819279 740964 740964 23886 23886 717078 0 717078 0 717078 2439719 0 2439719 717078 0 0 1469732 97793 954238 1591082 6740481 10853326 2439719 0 0 0 717078 1722641 0 0 12575967 0 0 0 0 0 0 1469732 11106235 97793 954238 1591082 6740481 1722641 X BIOPHYSICAL SOCIETY 5515 SECURITY LN SUITE 1110 ROCKVILLE MD 20852 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 10000 CALIFORNIA INSTITUTE OF TECHNOLOGY 1200 E CALIFORNIA BLVD PASADENA CA 91125 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 430000 COLORADO SCHOOL OF MINES 1500 ILLINOIS STREET GOLDEN CO 80401 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCTION 2000 DARTMOUTH COLLEGE 19 FAYEWEATHER HILL ROAD HANOVER NH 03755 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION -7724 GORDON RESEARCH CONFERENCES PO BOX 984 WEST KENSINGTON RI 02892 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 35000 JOHN HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 106725 LIFE SCIENCES RESEARCH FOUNDATION 3520 SAN MARTIN DRIVE BALTIMORE MD 21218 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 70000 MARINE BIOLOGICAL LAB 7 MBL ST WOODS HOLE MA 02543 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 10000 REGENTS OF THE UNIVERSITY OF CA SAN DIEGO 9500 GILMAN DRIVE 0954 LA JOLLA CA 92093 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 30000 STANFORD UNIVERSITY 2575 SAND HILL ROAD MS03 MENIO PARK CA 94025 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 370590 UC REGENTS DAVIS ONE SHIELDS AVE DAVIS CA 95616 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 8000 UNIVERSITY OF NORTH CAROLINA PO BOX 309 CHAPEL HILL NC 27514 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 5000 UNIVERSITY OF SOUTHERN CALIFORNIA 3651 TROUSDALE PKWY ZHS LOS ANGELES CA 90089 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 8000 ASN CONFERENCES 2236 MCGAUGH HALL IRVINE CA 92697 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 5000 CORPORACION INSTITUTO MILENIO DE OCEANOGRAFIA 3000 CIUDAD UNIVERSITARIA ALCADIA COYOACAN CODIGO POSTAL 045 MX NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 5000 EUROPEAN MOLECULAR BIOLOGY LABORATORY MEYERHOFSTRABE 1 69117 HEIDELBERG GM NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 15000 IOWA STATE UNIVERSITY 453 TH STREET DES MOINES IA 50309 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 8000 MCGILL UNIVERSITY 3655 PROMENADE SIR WILLIAM OSLER MONTREAL QC H3G 1 CA NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 17500 REGENTS OF THE UNIVERSITY OF CA BERKELEY 40 GIANNINI HALL MAIL CODE 3200 BERKELEY CA 94720 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 10000 THE GEOBIOLOGY SOCIETY 1 BROOKINGS DR ST LOUIS MO 63130 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 10000 UNIVERSIDAD DE CONCEPCION CALLE BELTRAN MATHIEU 97 BARRIO UNIVERSITA CI NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 100000 NORTH CAROLINA STATE UNIVERSITY 4168A/3105 PLANT SCIENCES BUILDING RALEIGH NC 27606 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 8000 UNIVERSITY TUEBINGEN SIGWARTSTRASSE 10 72076 TUEBINGE GM NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 5696 NEW MEXICO INSTITUTE OF MINING & TECHNOLOGY 801 LEROY PLACE SOCORRO NM 87801 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 8000 PENNSYLVANIA STATE UNIVERSITY 112 SHIELDS BUILDING UNIVERSITY PARK PA 16802 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 441222 UNIVERSITY OF CA SANTA CRUZ 1156 HIGH STREET SANTA CRUZ CA 95064 NONE EXEMPT SCIENTIFIC RESEARCH & EDUCATION 96857 1807866 0 14 405603 01 18 1448185 0 1853788 0 1853788 0 0 0 0 0 0 0 0 0 0 ACCOUNTING, AUDIT & TAX PREP 55950 27975 0 27975 CREDENZA, BOOKCASE, KEYBR 1999-08-01 1854 1854 7.000000000000 0 0 0 LASER PRINTER HP-5SI 1999-08-01 2382 2382 5.000000000000 0 0 0 MAS-90 S/W (AP & GL) 1999-08-01 2098 2098 3.000000000000 0 0 0 DELL COMPUTER WORKSTATIO 1999-08-01 4075 4075 5.000000000000 0 0 0 FOUNDATION SOFTWARE 1999-10-01 1200 1200 3.000000000000 0 0 0 FOUNDATION SOFTWARE 2000-04-01 1000 1000 3.000000000000 0 0 0 COMPUTER EQUIP (KPMG) 1998-02-01 11900 11900 5.000000000000 0 0 0 DESK, CDZA,BKCS,CHR 2001-11-01 9486 9486 7.000000000000 0 0 0 MEDIA BOARD 2001-11-01 2838 2838 5.000000000000 0 0 0 CONFERENCE TABLE 2001-11-01 6914 6914 7.000000000000 0 0 0 LEASEHOLD IMPROVEMENTS 2001-11-01 48095 48095 10.000000000000 0 0 0 LEASE ACQUISITION COSTS 2001-11-01 5185 5185 10.000000000000 0 0 0 STYLUS C80 PRINTER 2002-03-01 314 314 5.000000000000 0 0 0 IMAC POWERBOOK G4 2002-03-01 4218 4218 5.000000000000 0 0 0 NETWORK HARDWARE 2002-03-01 1675 1675 5.000000000000 0 0 0 LCD PROJECTOR 2002-07-16 3567 3567 5.000000000000 0 0 0 POLYCOM CONF PHONE (#2) 2003-04-01 680 680 5.000000000000 0 0 0 CTOPOWERBOOK G4/15 +MEM 2004-06-17 3565 3565 5.000000000000 0 0 0 SOFTWARE CTOPOWERBOOK 2004-06-17 1897 1897 3.000000000000 0 0 0 COMPUTER 2004-12-01 1710 1710 5.000000000000 0 0 0 COMPUTER 2006-04-30 1355 1355 5.000000000000 0 0 0 DREAMWEAVER MAC CMPTR 2007-02-01 863 863 5.000000000000 0 0 0 IMAC DESKTOP CMPTR-GARY 2007-11-01 2104 2104 5.000000000000 0 0 0 HPL7680 COLOR PRNTR-GARY 2007-11-01 569 569 5.000000000000 0 0 0 ADOBE BACK UP HARD DRIVES 2008-05-06 3390 3390 5.000000000000 0 0 0 IMAC LAPTOP (KATO) 2008-05-06 2099 2099 5.000000000000 0 0 0 TIME CAPSULE B/U S/W (GF) 2008-05-01 598 598 3.000000000000 0 0 0 XEROX 8560 PRINTER 2008-05-22 981 981 5.000000000000 0 0 0 MACBOOK PRO LAPTOP 2008-05-22 2164 2164 5.000000000000 0 0 0 FUJITSU SCANNER 2009-04-02 503 503 5.000000000000 0 0 0 APPLE LAPTOP 2010-11-01 1850 1850 5.000000000000 0 0 0 APPLE CMPTR - KOBORI 2011-11-21 1952 1952 5.000000000000 0 0 0 LAPTOP-FRIEDMAN 2012-03-12 880 880 5.000000000000 0 0 0 APPLE MACBOOK 16GB GFRIEDMAN 2014-08-24 2592 2592 5.000000000000 0 0 0 IMAC27 2015-10-17 3057 3057 5.000000000000 0 0 0 APPLE M2 MAX LAPTOP GFRIEDMAN 2023-01-22 3661 1037 5.000000000000 731 0 731 FORM 990-PF, PART IV STATEMENT REGARDING FORM 990-PF, PART IV - CAPITAL GAINS & LOSSES:THE DATES SPECIFIED IN PART IV OF FORM 990-PF WERE USED PURELY FORELECTRONIC FILING PURPOSES. THE ACTUAL DATES OF THE ACQUISITIONS AND SALES IS "VARIOUS". FULL INFORMATION REGARDING THE CAPITAL GAINS AND LOSSES FOR THE YEAR ENDING JUNE 30, 2025 IS AVAILABLE UPON REQUEST. DEBT SECURITIES 4389699 4458397 CORPORATE STOCKS 4818997 8774559 CREDENZA, BOOKCASE, KEYBR 1854 1854 0 LASER PRINTER HP-5SI 2382 2382 0 MAS-90 S/W (AP & GL) 2098 2098 0 DELL COMPUTER WORKSTATIO 4075 4075 0 FOUNDATION SOFTWARE 1200 1200 0 FOUNDATION SOFTWARE 1000 1000 0 COMPUTER EQUIP (KPMG) 11900 11900 0 DESK, CDZA,BKCS,CHR 9486 9486 0 MEDIA BOARD 2838 2838 0 CONFERENCE TABLE 6914 6914 0 LEASEHOLD IMPROVEMENTS 48095 48095 0 LEASE ACQUISITION COSTS 5185 5185 0 STYLUS C80 PRINTER 314 314 0 IMAC POWERBOOK G4 4218 4218 0 NETWORK HARDWARE 1675 1675 0 LCD PROJECTOR 3567 3567 0 POLYCOM CONF PHONE (#2) 680 680 0 CTOPOWERBOOK G4/15 +MEM 3565 3565 0 SOFTWARE CTOPOWERBOOK 1897 1897 0 COMPUTER 1710 1710 0 COMPUTER 1355 1355 0 DREAMWEAVER MAC CMPTR 863 863 0 IMAC DESKTOP CMPTR-GARY 2104 2104 0 HPL7680 COLOR PRNTR-GARY 569 569 0 ADOBE BACK UP HARD DRIVES 3390 3390 0 IMAC LAPTOP (KATO) 2099 2099 0 TIME CAPSULE B/U S/W (GF) 598 598 0 XEROX 8560 PRINTER 981 981 0 MACBOOK PRO LAPTOP 2164 2164 0 FUJITSU SCANNER 503 503 0 APPLE LAPTOP 1850 1850 0 APPLE CMPTR - KOBORI 1952 1952 0 LAPTOP-FRIEDMAN 880 880 0 APPLE MACBOOK 16GB GFRIEDMAN 2592 2592 0 IMAC27 3057 3057 0 APPLE M2 MAX LAPTOP GFRIEDMAN 3661 1768 1893 DEPOSITS 4770 0 0 TELEPHONE 1073 536 0 537 BANK CHARGES 1844 1844 0 0 COMPUTER & INTERNET 2953 1477 0 1476 HEALTH INSURANCE 11015 1653 0 9362 OFFICE EXPENSES 675 472 0 203 WORKERS COMPENSATION INSURANCE 1196 212 0 984 PAYROLL PROCESSING FEES 2192 402 0 1790 INTERNET 918 0 0 918 RESEARCH & REPORTS 15625 0 0 15625 INVESTMENT MANAGEMENT FEES 25000 25000 0 0 TAXES & LICENSES 50000 0 0 50000 PAYROLL TAXES 24656 3941 0 20715