2024-11-14T14:14:48+00:00 2023-12-31 440160260 Forvis Mazars LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990PF 2023-01-01 440527122 Linda Hall Library Trusts LIND 8169268746 5109 Cherry Street Kansas City MO 64110 Brian Gordon CHIEF FINANCIAL OFFICER 8169268746 2024-11-14 true Michael Engle P00482834 8162216300 2024-11-14 2023 2024-10-15 13:58:12Z X 246623734 X 77500 502790 497953 502790 2515185 2436443 2515185 8325062 40565882 8311525 2236915 0 0 0 355007 0 355007 11775544 11245921 5609897 806104 40305 40305 765799 2870528 378877 3383143 854053 46855 875351 44812 0 0 38273 50432 20791 25216 25216 1316750 1079982 1079982 201441 706372 620959 0 0 0 0 958589 0 32198 333354 271951 48030 47068 3662884 2502735 1783875 0 28318 1618201 13435783 1141078 1631751 10350137 0 0 13435783 1141078 1631751 10350137 -1660239 10104843 3978146 59980 156121 156121 206227 96 129347 206131 206131 0 0 0 0 0 0 0 0 0 0 3082037 2367760 2367760 0 0 0 13579579 11689017 11689017 0 0 0 0 0 0 188801132 207532369 207532369 40033287 15836325 23119140 24196962 24196962 419942 475374 475374 229191157 246623734 246623734 426036 746897 0 0 19913889 20742809 1398202 984473 21738127 22474179 X 199245310 215313897 8207720 8835658 207453030 224149555 229191157 246623734 207453030 -1660239 18356764 224149555 0 224149555 Publicly Traded Securities - See Attached P 2022-01-01 2023-12-31 40565882 34477735 6088147 0 6088147 Publicly Traded Securities - See Attached P 2023-01-01 2023-12-31 2236915 2236915 0 2236915 Gains/Losses Reported on Form 990-T 13537 -13537 0 -13537 8311525 2236915 X 1986-03-21 N/A 0 0 0 0 0 0 false false false 0 0 0 false false true true false true true MO true true false false false true WWW.LINDAHALL.ORG BRIAN GORDON 8169268746 5109 CHERRY ST KANSAS CITY MO 641102498 true HK IT JA JE KS NL SN SW SZ TH BE UK CJ FR GM false false false true false false false false false false false false false false true false false false false false false false MARILYN HEBENSTREIT 5109 Cherry Street Kansas City MO 64110 TRUSTEE CHAIRMAN 1.000 0 0 0 ANNA C DEMA 5109 Cherry Street Kansas City MO 64110 TRUSTEE VICE CHAIR 0.400 0 0 0 ALSION ARMISTEAD 5109 Cherry Street Kansas City MO 64110 TRUSTEE 0.400 0 0 0 MICHAEL BROWN 5109 Cherry Street Kansas City MO 64110 TRUSTEE 0.400 0 0 0 STEPHEN D DUNN 5109 Cherry Street Kansas City MO 64110 TRUSTEE 0.400 0 0 0 CURT GRIDLEY 5109 Cherry Street Kansas City MO 64110 TRUSTEE 0.400 0 0 0 NILES JAGER 5109 Cherry Street Kansas City MO 64110 TRUSTEE 0.400 0 0 0 JOHN MACDONALD 5109 Cherry Street Kansas City MO 64110 TRUSTEE 0.400 0 0 0 NICK POWELL 5109 Cherry Street Kansas City MO 64110 TRUSTEE 0.400 0 0 0 ALEJANDRO SANCHEZ ALVARADO 5109 Cherry Street Kansas City MO 64110 TRUSTEE 0.400 0 0 0 TUCK SPAULDING 5109 Cherry Street Kansas City MO 64110 TRUSTEE 0.400 0 0 0 LISA BROWAR 5109 Cherry Street Kansas City MO 64110 PRESIDENT 40.000 222865 36695 0 ERIC DORFMAN 5109 Cherry Street Kansas City MO 64110 PRESIDENT 40.000 188196 12521 0 BRIAN GORDON 5109 Cherry Street Kansas City MO 64110 CHIEF FINANCIAL OFFICER 40.000 190093 29968 0 MICHELE KNIGHT 5109 Cherry Street Kansas City MO 64110 SR VP ENGAGEMENT 40.000 204950 12790 0 JANE DAVIS 5109 Cherry Street Kansas City MO 64110 VP ACCESS 40.000 120348 9990 0 MARK EVILSIZOR 5109 Cherry Street Kansas City MO 64110 HEAD OF IT SERVICES 40.000 115134 15695 0 JASON DEAN 5109 Cherry Street Kansas City MO 64110 VP COLLECTIONS 40.000 114617 10440 0 Christina N Golding 5109 Cherry Street Kansas City MO 64110 HR Director 40.000 99190 15328 0 Jennie H Nguyen 5109 Cherry Street Kansas City MO 64110 Marketing Director 40.000 91962 14419 0 15 CAMBRIDGE ASSOCIATES 100 Summer Street Boston MA 021102112 Investment Advisor 512199 Gunter Construction Company 520 Division St Kansas City KS 66103 Construction 419216 Northern Trust 181 W Madison St Chicago IL 60602 Investment Management 271847 Titan Protection 9350 Metcalf Ave Ste 210 Overland Park KS 66212 Security 178294 TWEEDY BROWNE 350 Park Ave New York NY 10022 Investment Management 106017 6 Acquired and maintained the operating assets of a science, engineering, and technology library. A total of 4,359 patrons visited the Library in 2023 and the Library's website attracted 323,762 visitors in 2023. A total of 64,550 items from the Library's collection were utilized in 2023 both by in-person and online patrons. 7686585 The Library partnered with the Linda Hall Library Foundation to produce a total of 66 educational lectures and public programs that attracted 19,555 attendees. The Library also produced three exhibitions in 2023. 416373 The Library hosted 30 research fellows in 2023 in partnership with the Linda Hall Library Foundation. Fellows are selected through a competitive application process utilizing an independent selection committee. Fellowships range from one week to four months and utilizes the Library's collection to support the production of original thought and research on the topics of science, engineering, and technology. 210910 None 0 None 0 0 0 34780067 194484 173123181 208097732 0 208097732 3121466 204976266 10248813 X 10350137 0 2011771 0 12361908 1986-03-21 X 3978146 3204067 5188869 2854689 15225771 3381424 2723457 4410539 2426486 12941906 12361908 10844845 10573110 10069700 43849563 0 12361908 10844845 10573110 10069700 43849563 6832542 7869514 7059633 6238005 27999694 NOT APPLICABLE NOT APPLICABLE LINDA HALL LIBRARY FELLOWSHIP 5109 CHERRY ST KANSAS CITY MO 64110 8169268746 FELLOWSHIPS@LINDAHALL.ORG Application instructions are on website: https://www.lindahall.org/research/linda-hall-library-fellowships/ Varies. See website for current year deadlines. Pre- and post-doctoral scholars are eligible. See details on website. 0 0 DOCUMENT SERVICES INCOME 192577 MAINTENANCE FEES 119829 14 497953 14 2515185 18 8311525 ILS SUPPORT 42601 INVESTMENTS - UNRELATED INCOME 901101 18374 18374 11637069 42601 11698044 1a DOCUMENT SERVICES INCOME IS GENERATED IN TWO WAYS: (A) A PATRON COMES INTO THE LIBRARY AND USES THE LIBRARY'S EQUIPMENT TO MAKE A COPY OF AN ARTICLE FOUND IN THE COLLECTIONS, OR (B) A PATRON SUBMITS A REQUEST FOR A COPY OF A PARTICULAR ARTICLE OVER THE PHONE, IN WRITING, OR VIA OUR WEBSITE. WE SCAN THE ARTICLE AND MAKE IT AVAILABLE TO THEM ON THE INTERNET. OUR EXEMPT PURPOSE IS TO PROVIDE A RESEARCH LIBRARY OPEN TO THE PUBLIC. SINCE THE LIBRARY ALLOWS LIMITED CIRCULATION OF ITS HOLDINGS, DIGITAL COPIES PROVIDE THE USER ACCESS TO THE COLLECTION WITHOUT HAVING TO PHYSICALLY COME TO THE LIBRARY. THE LIBRARY'S PARTNERSHIP WITH CENTER FOR RESEARCH LIBRARIES STRENGTHENS THE LIBRARY'S ABILITY TO PRESERVE AND DEVELOP HISTORICAL RESEARCH COLLECTIONS IN THE FIELDS OF SCIENCE, ENGINEERING AND TECHNOLOGY AND INCREASES VISIBILITY AND USE OF THE COLLECTIONS WITHIN THE SCHOLARLY RESEARCH COMMUNITY. 11a THE LIBRARY HAS AN INFORMATION TECHNOLOGY-SHARING AGREEMENT WITH THE SPENCER ART REFERENCE LIBRARY (SARL). FEES FOR THE IMPLEMENTATION AND MAINTENANCE OF THE INTEGRATED LIBRARY SYSTEM ARE PAID BY THE LINDA HALL LIBRARY AND THE SARL REIMBURSES LHL FOR ITS SHARE OF THE COST. false false false false false false false false false false X X 1 Greater Kansas City Community Foundation 1055 BROADWAY BLVD SUITE 130 KANSAS CITY MO 64105 70000 X FORVIS LLP 50432 20791 25216 25216 None 0 Various Assets 958589 32198 Long-Term 2022-01 P 2023-12 40565882 34477735 6088147 Short-Term 2023-01 P 2023-12 2236915 2236915 Publicly Traded Securities - See Attachment 11689017 11689017 Other Investments - See Attachment FMV 207532369 207532369 Land, Building & Improvements 28400960 13447434 14953526 14953526 Furniture, Fixtures & Equipment 3537754 2388891 1148863 1148863 Books & Periodicals 8064861 0 8064861 8064861 Work in process 29712 0 29712 29712 Husch Blackwell LLP 26363 26363 Stinson LLP 18449 11910 19913889 County of Jackson Missouri Industrial Development Authority Revenue Bonds (Linda Hall Library Project) Series 2005 None 20000000 19942809 2005-07 2025-07 Principal due at maturity Bonds are backed by a Letter of Credit issued by Commerce Bank, N.A Addition to the library along with renovations and improvements. SOPHIA RARE BOOKS RARE BOOKS INSTALLMENT PURCHASE NONE 950000 800000 2023-10 2025-10 QUARTERLY INSTALLMENTS 0.0 INSTALLMENT PURCHASE OF A RARE BOOK ACCRUED INVESTMENT INCOME 230880 246763 246763 DEFERRED COMP ASSET 189062 228611 228611 Maintenance 198793 173608 Security services 192941 150381 Supplies 105288 89842 Postage 7629 1872 5370 Bibliographic services 126883 2851 124032 Copyright fees 21317 21317 Advertising & marketing 165150 140913 Memberships 26521 21994 Service contracts 438742 511601 Bond maintenance 132952 122602 Insurance 122841 177627 Miscellaneous 116460 2278 74602 Exhibitions & Lectures 103729 1000 Impairment Loss 24629 24629 MAINTENANCE FEES-CENTER FOR RESEARCH LIBRARIES 119829 119829 DOCUMENT SERVICES INCOME 192577 192577 ILS SUPPORT TO SPENCER ART REF LIBRARY 42601 42601 Current Year Unrealized Gain 17851389 Change in Funded Status of Pension Plan 505375 DEPOSITS 62844 61496 ACCRUED PENSION COST 1119153 706772 CAPITAL ASSET RETIREMENT OBLIG 216205 216205 Investment advisory 824428 824428 824428 Custodian fees 255554 255554 255554 Other professional fees 236768 201441