2025-10-28T15:28:04-05:00 2025-02-28 812960034 KUHLER & COMPANY PLLC 14559 HIDDEN TERRACE LOOP LITCHFIELD PARK AZ 85340 990PF 2024-03-01 363635349 THE RONALD AND MAXINE LINDE FOUNDATION RONA 6029545253 3300 E STANFORD DRIVE PARADISE VALLEY AZ 85253 MAXINE H LINDE PRESIDENT 6029545253 2025-10-28 1 0 AMANDA KUHLER P00285046 6235366545 X 2024 2025-03-06 01:10:19Z X 36548537 X 1500000 376249 376249 1019744 1012808 468161 4275665 468161 1054084 1054084 4418238 2911302 0 0 0 8562 7278 1284 748147 748147 0 756709 755425 1284 1575000 1575000 2331709 755425 1576284 2086529 2155877 1435557 1246621 1246621 4977510 8974710 8974710 3410268 3409338 3409338 24791261 22917868 22917868 34614596 36548537 36548537 0 0 X 0 0 0 0 34614596 36548537 34614596 36548537 34614596 36548537 34614596 2086529 0 36701125 152588 36548537 GS SHORT TERM COVERED P 2025-01-01 2025-02-27 155682 144098 11584 11584 GS LONG TERM COVERED P 2022-06-30 2024-06-30 105997 109800 -3803 -3803 LIQUIDATION - HONG KONG PARTNERS P 2011-06-30 2024-03-01 1662058 1662058 0 0 LIQUIDATION - FIDELIS OFFSHORE P 2015-07-12 2024-04-24 1615692 1391548 224144 224144 LIQUIDATION - FIDELIS RIGHTS P 2020-06-09 2024-04-24 730223 500000 230223 230223 CAPITAL GAINS DIVIDENDS P 6013 6013 6013 468161 29967 0 29967 0 29967 52620 0 0 0 52620 0 22653 22653 0 0 0 0 0 0 0 0 0 1 1 0 1 1 IL 1 0 1 0 0 1 N/A RONALD K LINDE 6029545253 3300 E STANFORD DRIVE PARADISE VALLEY AZ 852537527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RONALD K LINDE 3300 E STANFORD DRIVE PARADISE VALLEY AZ 85253 CHAIR/TREASURER/SECRETARY/DIRECTOR 1.50 0 0 0 MAXINE H LINDE 3300 E STANFORD DRIVE PARADISE VALLEY AZ 85253 PRESIDENT/DIRECTOR 0.50 0 0 0 JENNINGS J NEWCOM 10857 LEGACY RIDGE WAY WESTMINSTER CO 80031 DIRECTOR 0.10 0 0 0 LESTER G TRAUB 1475 CARLA RIDGE BEVERLY HILLS CA 90210 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 NOT APPLICABLE 0 NOT APPLICABLE 0 0 0 32425211 3600402 0 36025613 0 0 36025613 540384 35485229 1774261 1774261 29967 29967 1744294 0 1744294 0 1744294 1576284 0 1576284 1744294 1569402 0 0 1576284 1569402 0 0 6882 0 0 0 0 0 0 0 0 1737412 0 0 0 RONALD K LINDE MAXINE H LINDE X CALIFORNIA INSTITUTE OF TECHNOLOGY (TAX ID # 95-1643307) 1200 EAST CALIFORNIA BLVD PASADENA CA 91125 PUBLIC CHARITY 501(C CENTER FOR SCIENCE,SOCIETY, AND POLICY (LCSSP) ENDOWMENT 1515000 CALIFORNIA INSTITUTE OF TECHNOLOGY (TAX ID # 95-1643307) 1200 EAST CALIFORNIA BLVD PASADENA CA 91125 PUBLIC CHARITY 501(C SCHOLARSHIP ENDOWMENT (LSE) FUND 25000 CALIFORNIA INSTITUTE OF TECHNOLOGY (TAX ID # 95-1643307) 1200 EAST CALIFORNIA BLVD PASADENA CA 91125 PUBLIC CHARITY 501(C UNRESTRICTED 20000 CALIFORNIA INSTITUTE OF TECHNOLOGY (TAX ID # 95-1643307) 1200 EAST CALIFORNIA BLVD PASADENA CA 91125 PUBLIC CHARITY 501(C DISASTER RELIEF FUND 5000 AMERICAN ACADEMY OF ARTS & SCIENCES (TAX ID# 04-2103651) 136 IRVING ST CAMBRIDGE MA 02138 PUBLIC CHARITY 501(C UNRESTRICTED 10000 1575000 CALIFORNIA INSTITUTE OF TECHNOLOGY (TAX ID # 95-1643307) 1200 EAST CALIFORNIA BLVD PASADENA CA 91125 PUBLIC CHARITY 501(C CENTER FOR SCIENCE,SOCIETY, AND POLICY (LCSSP) ENDOWMENT 5803900 CALIFORNIA INSTITUTE OF TECHNOLOGY (TAX ID # 95-1643307) 1200 EAST CALIFORNIA BLVD PASADENA CA 91125 PUBLIC CHARITY 501(C CALTECH HERITAGE PROJECT DIRECTORSHIP (CHP) 2000000 CALIFORNIA INSTITUTE OF TECHNOLOGY (TAX ID # 95-1643307) 1200 EAST CALIFORNIA BLVD PASADENA CA 91125 PUBLIC CHARITY 501(C LBF BIOPOLICY INITIATIVE 2000000 CALIFORNIA INSTITUTE OF TECHNOLOGY (TAX ID # 95-1643307) 1200 EAST CALIFORNIA BLVD PASADENA CA 91125 PUBLIC CHARITY 501(C SCHOLARSHIP ENDOWMENT (LSE) FUND 75000 9878900 14 376249 14 1019744 14 1054084 18 468161 0 2918238 0 2918238 0 0 0 0 0 0 0 0 0 0 X X 1 RONALD K MAXINE H LINDE 3300 E STANFORD DR PARADISE VALLEY AZ 85253 1500000 X KUHLER & CO. - RESEARCH, CONSULTATION AND PREP OF FED & STATE RETURNS 8562 7278 1284 NONE 0 FORM 990-PF PART I, LINE 4 PART I, LINE 4 - THE DIFFERENCE BETWEEN COLUMN (A) AND COLUMN (B) IS $6,936. THIS AMOUNT IS REFLECTED ON SCHEDULE A, LINE 12 OF FORM 990-T (STATEMENT 12) AS IT REPRESENTS UNRELATED BUSINESS INCOME. NEW MOUNTAIN FINANCE CORP 244650 244650 PENNANTPARK FLOATING RATE 217408 217408 ARES CAPITAL CORP. 374080 374080 PENNANT PARK INVESTMENT CORP 301350 301350 MONROE CAPITAL 105720 105720 FIDUS INVESTMENT CORPORATION 372640 372640 BLACKROCK TCP CAPITAL 177240 177240 SIXTH ST. SPECIALTY LENDING MUTUAL FUND 212220 212220 SLR IVESTMENT CORP MUTUAL FUND 176300 176300 OAKTREE SPECIALTY LENDING CORP 354640 354640 CRESCENT CAPITAL BDC, INC 553800 553800 SOLID POWER INC 24600 24600 BLUE OWL CAPITAL CORP 294690 294690 8974710 8974710 0 0 GS CAPITAL PARTNERS VI FMV 26817 26817 MOUNT KELLETT CAPITAL PARTNERS II FMV 365216 365216 GS DISTRESSED OPPS ACCESS FMV 1336943 1336943 GS VINTAGE FUND IV FMV 248561 248561 GS VINTAGE FUND V FMV 41975 41975 BROAD STREET REAL ESTATE CREDIT II FMV 16780 16780 PETERSHILL II FMV 626403 626403 WLR RECOVERY IV FMV 4342 4342 ANCHORAGE ILLIQUID OPPS III FMV 3816 3816 PRIVATE MIDDLE MARKET CREDIT FMV 4776 4776 VINTAGE VII FMV 1164558 1164558 MT KELLETT CAPITAL PARTNERS FMV 4744 4744 INDUSTRY VENTURES DIR ACC OFFSHORE FMV 1336544 1336544 GLOBAL PRIVATE OPPS PARTNERS II FMV 817477 817477 BROAD STREET REAL ESTATE CREDIT III FMV 964965 964965 SILVER POINT DISTRESSED FMV 573897 573897 PRIVATE EQUITY CO INVESTMENTS II FMV 1063088 1063088 TPG TECH ADJACENCIES ACCESS FMV 836843 836843 VINTAGE VIIIB FMV 990615 990615 KKR PRINCIPAL OPPS ACCESS FMV 1069675 1069675 REVA FMV 342344 342344 ARES SPECIAL OPPS ACCESS FMV 951397 951397 PRIVATE MIDDLE MARKET CREDIT II FMV 722487 722487 PETERSHILL IV OFFSHORE FMV 369987 369987 WEST ST. CAP PRTNRS VIII FMV 1383233 1383233 PEM 2020 OFFSHORE FMV 474605 474605 PEM 2021 OFFSHORE FMV 757016 757016 MONARCH V SELECT OPPS FMV 2139202 2139202 TRIPLEPOINT GVCA FMV 479847 479847 DST OPPORTUNITIES ACCESS IV FMV 439972 439972 PVC IV ACCESS OFFSHORE FMV 647726 647726 VINTAGE VI OFFSHORE FMV 251505 251505 APOLLO NAVIGATOR AVIATION ACCESS FMV 270593 270593 PRETIUM RESIDENTIAL CREDIT II FMV 1022712 1022712 CHINA US INDUSTRIAL COOP PTNRSHP FMV 559710 559710 PRIVATE EQUITY PARTNERS ASIA FMV 59371 59371 WHSIREC 2005 FMV 5355 5355 PRIVATE EQUITY CO INVESTMENTS FMV 228246 228246 UNION BRIDGE PARTNERS OFFSHORE FMV 231234 231234 SILVER POINT DOIP II ACCESS FMV 65678 65678 TPG AG CREDIT SOLUTIONS III AND ANNEX ACCESS FMV 14230 14230 PMC PARTNERS I OFFSHORE ACCESS FMV 3383 3383 NET CHANGE IN UNRLZED MARKET VALUES 152588 CHINA US INDUSTRIAL 17632 17632 0 PETERSHILL II 4303 4303 0 BROAD ST. CREDIT PTRS III 26907 26907 0 VINTAGE VIII B 11551 11551 0 ANCHORAGE ILLIQUID OPPS III 6981 6981 0 ARES SPECIAL OPS ACCESS 1513 1513 0 BSRECPII 166218 166218 0 DST OPPS ACCESS 6553 6553 0 GLOBAL PRIVATE OPPS II 9355 9355 0 INDUSTRY VENT. DRT. ACC. 11711 11711 0 MT. KELLETT CAP PTRS II ACC. 132142 132142 0 MT. KELLETT CAP PTRS ACCESS 7899 7899 0 PMC PTNRS I OFFSHORE ACCESS 214 214 0 PRIVATE EQUITY CO INV PTNRS II 12996 12996 0 SILVER POINT DISTRESSED OPPS 1219 1219 0 PRIVATE EQUITY PARTNERS ASIA 755 755 0 TPG TECH ADJACENCIES ACCESS OFFSHORE 5103 5103 0 VINTAGE IV 35110 35110 0 VINTAGE V 1579 1579 0 VINTAGE VI 3295 3295 0 VINTAGE VII OFFSHORE 5162 5162 0 VINTAGE VII AIV 4942 4942 0 WLR RECVY IV & CO-INV ACCESS 55702 55702 0 REVA 8632 8632 0 HONG KONG PARTNERS, LP 33647 33647 0 GS CAP VI OFFSHORE 63732 63732 0 KKR PRINCIPAL OPPS ACCESS 1412 1412 0 PRIVATE EQUITY MANAGERS 2020 13012 13012 0 WEST STREET CAPITAL PARTNERS VIII 32689 32689 0 MONARCH V 2650 2650 0 PETERSHILL IV 17472 17472 0 TRIPLE POINT PRIVATE VENTURE CREDIT 1359 1359 0 PRIVATE EQUITY MANAGERS 2021 OFFSHORE 24954 24954 0 PRETIUM RESIDENTIAL CREDIT II ACCESS 3082 3082 0 APOLLO NAVIGATOR AVIATION ACCESS OFFSHORE 2084 2084 0 DST OPPS IV ACCESS OFFSHORE 6587 6587 0 PVC IV ACCESS OFFSHORE 1454 1454 0 PRIVATE EQUITY CO INV PTNRS OFFSHORE 2569 2569 0 UNION BRIDGE 1889 1889 0 SILVER POINT DOIP II 729 729 0 TPG CREDIT SOLUTIONS III 1227 1227 0 REGISTERED AGENT EXPENSES 125 125 0 DST OPPORTUNITIES ACCESS 447036 447036 447036 PMC PTNRS I OFFSHORE ACCESS 641 641 641 VINTAGE VI 5125 5125 5125 PRIVATE EQUITY CO-INVESTMENT PTNRS OFFSHORE 82688 82688 82688 VINTAGE VII AIV 3546 3546 3546 PRIVATE EQUITY MANAGERS 2021 21517 21517 21517 KKR PRINCIPAL OPPS ACCESS 26664 26664 26664 PRIVATE EQUITY MANAGERS 2020 4595 4595 4595 WHITEHALL ST. INT'L RE 2005 194 194 194 TPG TECH ADJACENCIES ACCESS OFFSHORE 60513 60513 60513 MONARCH V 360 360 360 APOLLO NAVIGATOR AVIATION ACCESS 4195 4195 4195 PEP ASIA 4269 4269 4269 UNION BRIDGE 12684 12684 12684 SILVER POINT DOIP II ACCESS 6316 6316 6316 PETERSHILL II 37421 37421 37421 PRIVATE EQUITY CO-INVESTMENT PTNRS II OFFSHORE 188390 188390 188390 SILVERPOINT DIST. OPPS 5446 5446 5446 VINTAGE VIII B OFFSORE 33097 33097 33097 PRETIUM RESIDENTIAL CREDIT 1 1 1 ARES SPECIAL OPPS ACCESS 188 188 188 BROAD ST. RE CREDIT PTNRS III 20959 20959 20959 PRIVATE MIDDLE MARKET CREDIT II 4900 4900 4900 REVA 22697 22697 22697 VINTAGE VII OFFSHORE 53483 53483 53483 PETERSHILL IV 6786 6786 6786 DST OPPORTUNITIES ACCESS IV 21 21 21 CHINA US INDUSTRIAL 352 352 352 RONALD MAXINE LINDE 3300 EAST STANFORD DR PARADISE VALLEY AZ 85253