2023-11-14T14:59:07-06:00 2022-12-31 FORVIS LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990PF 2022-01-01 440527122 Linda Hall Library Trusts % BRIAN GORDON LIND 8169268746 5109 Cherry Street Kansas City MO 64110 Marilyn Hebenstreit TRUSTEE CHAIRMAN 8169268746 2023-11-15 true Marilyn Hebenstreit XXX-XX-XXXX April Arnold P01559426 8162216300 2023-11-15 2 2022 2023-04-26 12:10:37Z X 229191157 X 450667 130235 130235 130235 2600521 2600521 2600521 478744 30044390 503652 1432593 329090 329090 3989257 3234408 4492439 652360 32618 32618 619742 2851668 299339 3055847 690159 74033 682353 43620 0 0 35775 46138 23069 23069 23069 1300159 799971 799971 527657 281035 195622 886392 32744 24778 24779 3558013 3414649 1694273 26598 1497700 12028595 855658 1288372 10077193 0 0 12028595 855658 1288372 10077193 -8039338 2378750 3204067 215557 59980 59980 129443 96 375964 129347 129347 0 0 0 0 3280257 3082037 3082037 14761889 13579579 13579579 225901436 188801132 188801132 40542513 17423373 23237880 23119140 23119140 418016 419942 419942 268190999 229191157 229191157 408120 426036 19884969 19913889 1614449 1398202 21907538 21738127 X 236913727 199245310 9369734 8207720 246283461 207453030 268190999 229191157 246283461 -8039338 -30791093 207453030 207453030 SEE ATTACHED 30044390 30973331 -928941 -928941 SEE ATTACHED 1432593 1432593 1432593 503652 1432593 X 1986-03-21 N/A 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 BE CJ FR GM HK IT JA JE KS NL SN SW SZ TH UK false false false true false false false false false false false false false false true false false false false false false false ALISON ARMISTEAD 5109 Cherry Street Kansas City MO 64110 TRUSTEE 0.4 0 0 0 ANNE C DEMA 5109 Cherry Street Kansas City MO 64110 TRUSTEE & Vice Chair 0.4 0 0 0 CHARLES A SPAULDING III 5109 Cherry Street Kansas City MO 64110 TRUSTEE 0.4 0 0 0 JOHN MACDONALD 5109 Cherry Street Kansas City MO 64110 TRUSTEE 0.4 0 0 0 LISA BROWAR 5109 Cherry Street Kansas City MO 64110 PRESIDENT 40.0 284511 23981 0 MARILYN B HEBENSTREIT 5109 Cherry Street Kansas City MO 64110 TRUSTEE CHAIRMAN 1.0 0 0 0 MICHAEL BROWN 5109 Cherry Street Kansas City MO 64110 TRUSTEE 0.4 0 0 0 NICHOLAS POWELL 5109 Cherry Street Kansas City MO 64110 TRUSTEE 0.4 0 0 0 STEPHEN D DUNN 5109 Cherry Street Kansas City MO 64110 Trustee 0.4 0 0 0 MICHELE KNIGHT 5109 Cherry Street Kansas City MO 64110 SR VP ENGAGEMENT 40.0 193564 12508 0 Alejandro Sanchez Alvarado 5109 Cherry Street Kansas City MO 64110 Trustee 0.4 0 0 0 BRIAN GORDON 5109 Cherry Street Kansas City MO 64110 Chief Financial Officer 40.0 174285 20606 0 Curt Gridley 5109 Cherry Street Kansas City MO 64110 Trustee 0.4 0 0 0 Niles Jager 5109 Cherry Street Kansas City MO 64110 Trustee 0.4 0 0 0 JANE DAVIS 5109 CHERRY STREET KANSAS CITY MO 64110 VP ACCESS/DIGITAL SV 40.0 117089 7338 0 JASON DEAN 5109 CHERRY STREET KANSAS CITY MO 64110 VP SPEC. COLLECTIONS 40.0 112323 9499 0 MARK EVILSIZOR 5109 CHERRY STREET KANSAS CITY MO 64110 HEAD OF IT SERVICES 40.0 111478 13818 0 ERIC WARD 5109 CHERRY STREET KANSAS CITY MO 64110 VP PROGRAMMING 40.0 106601 13512 0 JASON MOULIN 5109 CHERRY STREET KANSAS CITY MO 64110 ACCOUNTING MANAGER 40.0 95551 12849 0 16 Cambridge Associates 100 Summer Street BOSTON MA 021102112 Investment Advisor 534302 Kronley & Associates 1800 JOHN F KENNEDY BOULEVARD PHILADELPHIA PA 19103 CONSULTANT 216474 FORVIS LLP 1201 Walnut St Suite 1700 KANSAS CITY MO 64106 Accounting & Audit 178240 Tweedy Browne 350 Park Ave NEW YORK NY 10022 investment mgmt 150963 MBB AGENCY 7820 Foster Street OVERLAND PARK KS 66204 CONSULTANT 144789 2 ACQUIRED AND MAINTAINED THE OPERATING ASSETS OF A SCIENCE, ENGINEERING, AND TECHNOLOGY LIBRARY. A TOTAL OF 3,128 PATRONS VISITED THE LIBRARY IN 2022 BOTH IN-PERSON & ONLINE. 8107829 PRODUCED A TOTAL OF 67 EDUCATIONAL LECTURES AND PUBLIC PROGRAMS THAT ATTRACED 22,154 ATTENDEES. THE LIBRARY ALSO PRODUCED FIVE EXHIBITIONS IN 2022. 265087 HOSTED 20 RESEARCH FELLOWS IN PARTNERSHIP WITH LINDA HALL FOUNDATION. FELLOWS ARE SELECTED THROUGH A COMPETITIVE APPL- ICATION PROCESS. FELLOWSHIPS RANGE FROM 1 WEEK TO 4 MONTHS. 132346 33085671 146228 206448724 239680623 0 239680623 3595209 236085414 11804271 X 10077193 0 767652 0 0 10844845 1986-03-21 X 3204067 5188869 2854689 2112212 13359837 2723457 4410539 2426486 1795380 11355862 10844845 10573110 10069700 10015619 41503274 10844845 10573110 10069700 10015619 41503274 0 0 0 0 0 0 7869514 7059633 6238005 6360431 27527583 0 0 0 0 Linda Hall Library Fellowship 5109 Cherry St Kansas City MO 64110 fellowships@lindahall.org Application instructions are on website: www.lindahall.org/fellowships Varies. See website for current year deadline. Pre- and post-doctoral scholars are eligible. See details on website. DOCUMENT SERVICES INCOME 168639 MAINTENANCE FEES-CENTER FOR RESEARCH LIB 119569 14 130235 14 2599094 18 478744 ILS SUPPORT TO SPENCER ART REF LIBRARY 40882 INVESTMENTS - UNREALTED INCOME 900099 1427 01 1427 3208073 329090 3538590 1A-1 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. 1A-2 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. 11B The library has an information technology-sharing agreement with the Spencer Art Reference Library. 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 Hebenstreit Family Foundation 400 W 49TH Terrace 2154 Kansas City MO 64112 188000 X 2 Karen Iverson Bartlett Trust 1600 Genessee Street 328 KANSAS CITY MO 64102 245005 X 3 Linda Hall Library Foundation 5109 Cherry Street Kansas City MO 64110 13662 X X 3 RARE BOOK 13662 2022-08-25 FORVIS, LLP 46138 23069 23069 23069 HUSCH BLACKWELL 29553 35775 STINSON 11237 POLSINELLI 2830 ACCRUED INVESTMENT INCOME 225476 230880 230880 DEFERRED COMP ASSET 192540 189062 189062 UTILITIES 337865 340455 MAINTENANCE 184914 206064 SECURITY SERVICES 162278 158767 SUPPLIES 99127 93459 POSTAGE 8331 1511 3854 BIBLIOGRAPHIC SERVICES 120045 620 119425 COPYRIGHT FEES 20049 20049 2492 ADVERTISING & MARKETING 47367 3500 MEMBERSHIPS 16361 0 SERVICE CONTRACTS 380792 378110 BOND MAINTENANCE 135817 135467 INSURANCE 94048 48114 MISCELLANEOUS 85134 4418 7993 HONORARIUMS 2145 Maintenance fees-Center for Research Lib 119569 119569 Document Services income 168639 168639 ILS support to Spencer Art Ref Library 40882 40882 CURRENT YEAR UNREALIZED LOSS -31025788 CHANGE IN FUND STATUS OF PENSION PLAN 234695 DEPOSITS 63282 62844 ACCRUED PENSION COST 1334962 1119153 CAPITAL ASSET RETIREMENT OBLIG 216205 216205 INVESTMENT ADVISORY 799045 799045 799045 CUSTODIAN FEES 926 926 926 OTHER PROFESSIONAL FEES 500188 527657