2022-11-15T15:01:07-06:00 2021-12-31 FORVIS LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990PF 2021-01-01 440527122 Linda Hall Library Trusts % BRIAN GORDON LIND 8169268746 5109 Cherry Street Kansas City MO 64110 Marilyn Hebenstreit TRUSTEE CHAIRMAN 8169268746 2022-11-15 true Marilyn Hebenstreit XXX-XX-XXXX April Arnold CPA P01559426 8162216300 2022-11-15 2 2021 2022-09-23 18:48:47Z X 268190999 X 25070 714 714 714 2424787 2424787 2424787 13718467 34232196 13758907 3609351 418672 418672 16587710 16184408 6453524 569040 28452 28452 540588 2369434 281254 2550129 670036 68685 617542 20884 0 0 19452 50701 25351 25351 25351 1269919 792725 792725 471905 46105 22523 824808 22871 16511 16610 3797243 3772967 1698412 45317 1938916 11333093 846528 1264655 9975983 0 968 11333093 846528 1264655 9976951 5254617 15337880 5188869 249692 215557 215557 376123 159 286500 375964 375964 0 0 0 0 3217868 3280257 3280257 10618349 14761889 14761889 162804106 225901436 225901436 39774860 16536980 23467239 23237880 23237880 643880 418016 418016 201287634 268190999 268190999 686917 408120 19856049 19884969 2569494 1614449 23112460 21907538 X 169660847 236913727 8514327 9369734 178175174 246283461 201287634 268190999 178175174 5254617 62853670 246283461 246283461 SEE ATTACHED 34232196 24082640 10149556 10149556 SEE ATTACHED P 3609351 3609351 3609351 13758907 3609351 X 1986-03-21 N/A 0 0 0 0 0 false false false 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 0.4 0 0 0 CHARLES A SPAULDING III 5109 Cherry Street Kansas City MO 64110 TRUSTEE 0.4 0 0 0 CHARLES S SOSLAND 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 274714 26668 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 BRIAN WALTON 5109 Cherry Street Kansas City MO 64110 CHIEF FINANCIAL OFFICER 40.0 12635 702 0 MICHELE KNIGHT 5109 Cherry Street Kansas City MO 64110 SR VP ENGAGEMENT 40.0 170511 28901 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 111180 11325 0 JANE DAVIS 5109 CHERRY STREET KANSAS CITY MO 64110 VP ACCESS/DIGITAL SV 40.0 112987 7521 0 MARK EVILSIZOR 5109 CHERRY STREET KANSAS CITY MO 64110 HEAD OF IT SERVICES 40.0 107068 14301 0 JASON DEAN 5109 CHERRY STREET KANSAS CITY MO 64110 VP SPEC. COLLECTIONS 40.0 99366 19603 0 ERIC WARD 5109 CHERRY STREET KANSAS CITY MO 64110 VP PROGRAMMING 40.0 93357 14196 0 BEN GROSS 5109 CHERRY STREET KANSAS CITY MO 64110 VP FOR RESEARCH & SC 40.0 88893 13227 0 17 Cambridge Associates 100 Summer Street BOSTON MA 021102112 Investment Advisor 555790 Kronley & Associates 1800 JOHN F KENNEDY BOULEVARD PHILADELPHIA PA 19103 CONSULTANT 256141 BKD LLP 1201 Walnut St Suite 1700 KANSAS CITY MO 64106 Accounting & Audit 92548 MBB AGENCY 7820 Foster Street OVERLAND PARK KS 66204 CONSULTANT 291583 Tweedy Browne 350 Park Ave NEW YORK NY 10022 investment mgmt 90732 2 ACQUIRED AND MAINTAINED THE OPERATING ASSETS OF A SCIENCE, ENGINEERING, AND TECHNOLOGY LIBRARY. A TOTAL OF 2,011 PATRONS VISITED THE LIBRARY IN 2021 BOTH IN-PERSON & ONLINE. 8055429 PRODUCED A TOTAL OF 70 EDUCATIONAL LECTURES AND PUBLIC PROGRAMS THAT ATTRACED 23,463 ATTENDEES. 292091 HOSTED 33 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. 7176 36495876 156691 178361628 215014195 0 215014195 3225213 211788982 10589449 X 9976951 0 596159 0 0 10573110 1986-03-21 X 5188869 2854689 2112212 1987115 12142885 4410539 2426486 1795380 1689048 10321453 10573110 10069700 10015619 12115262 42773691 10573110 10069700 10015619 12115262 42773691 0 0 0 0 0 7059633 6238005 6360431 6817349 26475418 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. Harry Burson 1957 Acton St Berkeley CA 94702 None I Research Fellowship 968 968 DOCUMENT SERVICES INCOME 244413 MAINTENANCE FEES-CENTER FOR RESEARCH LIB 127143 14 714 14 2387155 18 13718467 ILS SUPPORT TO SPENCER ART REF LIBRARY 47116 INVESTMENTS - UNRELATED INCOME 900099 37632 01 37632 16106336 418672 16562640 1a-1 Document Services income is generated in two ways: (a) a patron comes in to 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 Gordon Kauffman 7900 Conser Street 142 Overland Park KS 66204 9459 X X 2 Eileen Chase 1316 West 42nd Street KANSAS CITY MO 64111 10000 X 1 IBM STOCK DONATION 9459 2021-12-31 BKD, LLP 50701 25351 25351 25351 HUSCH BLACKWELL 20884 19452 ACCRUED INVESTMENT INCOME 244598 225476 225476 DEFERRED COMP ASSET 399282 192540 192540 UTILITIES 344203 327185 MAINTENANCE 245116 244601 SECURITY SERVICES 148315 148370 SUPPLIES 30987 32342 POSTAGE 11956 1053 10865 BIBLIOGRAPHIC SERVICES 115994 437 125069 COPYRIGHT FEES 33828 33828 ADVERTISING & MARKETING 142543 225883 MEMBERSHIPS 15392 106588 SERVICE CONTRACTS 319274 387250 BOND MAINTENANCE 133190 133190 INSURANCE 90038 136326 MISCELLANEOUS 37428 9999 24418 HONORARIUMS 30148 36829 Maintenance fees-Center for Research Lib 127143 127143 Document Services income 244413 244413 ILS support to Spencer Art Ref Library 47116 47116 CHANGE IN FUNDED STATUS OF PENSION PLAN 1007067 PRIOR YEAR CHANGE IN MARKET VALUE 40556288 CURRENT YEAR UNREALIZED GAIN 21290315 DEPOSITS 57893 63282 ACCRUED PENSION COST 2295396 1334962 CAPITAL ASSET RETIREMENT OBLIG 216205 216205 INVESTMENT ADVISORY 791434 791434 791434 CUSTODIAN FEES 1291 1291 1291 OTHER PROFESSIONAL FEES 477194 471905