Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
Linda Hall Library Trusts
 
Number and street (or P.O. box number if mail is not delivered to street address)5109 Cherry Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Kansas City, MO64110
A Employer identification number

44-0527122
B Telephone number (see instructions)

(816) 926-8746
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$260,333,226J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 47,280
2 Check right arrow.............
3 Interest on savings and temporary cash investments 515,695 506,291 515,695
4 Dividends and interest from securities... 2,696,443 2,696,442 2,696,443
5a Gross rents............ 14,796 14,796 14,796
b Net rental income or (loss) 14,796
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
10,832,441
b Gross sales price for all assets on line 6a 32,269,027
7 Capital gain net income (from Part IV, line 2)... 10,832,584
8 Net short-term capital gain......... 3,479,270
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
334,499 0 334,499
12 Total. Add lines 1 through 11........ 14,441,154 14,050,113 7,040,703
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 866,814 43,341 43,341 823,473
14 Other employee salaries and wages...... 3,842,643   362,281 3,256,733
15 Pension plans, employee benefits....... 1,003,723   116,427 938,338
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
84,401 0 0 85,338
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
56,674 22,272 28,337 28,337
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,282,747 1,108,700 1,108,700 179,686
17 Interest............... 706,549     677,629
18 Taxes (attach schedule) (see instructions)... 0 0 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
967,687 0 30,482
20 Occupancy.............. 309,374     316,977
21 Travel, conferences, and meetings....... 85,358   1,080 84,859
22 Printing and publications.......... 3,430,065     1,704,867
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,907,732 0 27,424 1,937,370
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,543,767 1,174,313 1,718,072 10,033,607
25 Contributions, gifts, grants paid....... 1,000,000 1,000,000
26 Total expenses and disbursements. Add lines 24 and 25 15,543,767 1,174,313 1,718,072 11,033,607
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,102,613
b Net investment income (if negative, enter -0-) 12,875,800
c Adjusted net income (if negative, enter -0-)... 5,322,631
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 16,525 9,423 9,423
2 Savings and temporary cash investments......... 139,596 150,143 150,143
3 Accounts receivable right arrow96,070
Less: allowance for doubtful accounts right arrow96 206,131 95,974 95,974
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,367,760 381,261 381,261
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 11,689,017 Click to see attachment
List of Attached Documents:
// Content
5,603,430 		5,603,430
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 207,532,369 Click to see attachment
List of Attached Documents:
// Content
229,456,961 		229,456,961
14 Land, buildings, and equipment: basis right arrow40,963,896
Less: accumulated depreciation (attach schedule) right arrow16,790,669 24,196,962 Click to see attachment
List of Attached Documents:
// Content
24,173,227 		24,173,227
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
475,374 		Click to see attachment
List of Attached Documents:
// Content
462,807 		Click to see attachment
List of Attached Documents:
// Content
462,807
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 246,623,734 260,333,226 260,333,226
Liabilities 17 Accounts payable and accrued expenses.......... 746,897 555,598
18 Grants payable.................    
19 Deferred revenue................. 0 3,250
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 20,742,809 Click to see attachment
List of Attached Documents:
// Content
20,371,729
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
984,473 		Click to see attachment
List of Attached Documents:
// Content
277,480
23 Total liabilities (add lines 17 through 22)......... 22,474,179 21,208,057
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 215,313,897 229,943,408
25 Net assets with donor restrictions............ 8,835,658 9,181,761
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 224,149,555 239,125,169
30 Total liabilities and net assets/fund balances (see instructions). 246,623,734 260,333,226
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
224,149,555
2
Enter amount from Part I, line 27a .....................
2
-1,102,613
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
16,078,227
4
Add lines 1, 2, and 3 ..........................
4
239,125,169
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
239,125,169
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - SEE ATTACHED P 2023-01-01 2024-12-31
b PUBLICLY TRADED SECURITIES - SEE ATTACHED P 2024-01-01 2024-12-31
c GAINS/LOSSES REPORTED ON FORM 990-T      
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 28,789,757   21,436,586 7,353,171
b 3,479,270   0 3,479,270
c 143     143
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a     0 7,353,171
b     0 3,479,270
c     0 143
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 10,832,584
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 3,479,270
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter: 1986-03-21(attach copy of letter if necessary–see instructions) 1 N/A
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions Click to see attachment
List of Attached Documents:
// Content
.............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.LINDAHALL.ORG
14
The books are in care ofright arrowBRIAN GORDON Telephone no.right arrow (816) 926-8746

Located atright arrow5109 CHERRY STKANSAS CITYMO ZIP+4right arrow641102498
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowHK, IT, JA, JE, KS, NL, SN, SW, SZ, TH, BE, UK, CJ, FR, GM
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ALEJANDRO SANCHEZ ALVARADO TRUSTEE
0.40 		0 0 0
5109 Cherry Street
Kansas City,MO64110
ANNE C DEMA TRUSTEE CHAIR
1.00 		0 0 0
5109 Cherry Street
Kansas City,MO64110
ALISON ARMISTEAD TRUSTEE
0.40 		0 0 0
5109 Cherry Street
Kansas City,MO64110
MICHAEL BROWN TRUSTEE
0.40 		0 0 0
5109 Cherry Street
Kansas City,MO64110
MACNEILLE EVERIST TRUSTEE
0.40 		0 0 0
5109 Cherry Street
Kansas City,MO64110
MARILYN HEBENSTREIT TRUSTEE PAST CHAIR
0.40 		0 0 0
5109 Cherry Street
Kansas City,MO64110
NILES JAGER TRUSTEE
0.40 		0 0 0
5109 Cherry Street
Kansas City,MO64110
CAROLE KAMIN TRUSTEE
0.40 		0 0 0
5109 Cherry Street
Kansas City,MO64110
JOHN MACDONALD TRUSTEE
0.40 		0 0 0
5109 Cherry Street
Kansas City,MO64110
LOUIS MUGLIA TRUSTEE
0.40 		0 0 0
5109 Cherry Street
Kansas City,MO64110
NICK POWELL TRUSTEE
0.40 		0 0 0
5109 Cherry Street
Kansas City,MO64110
ERIC DORFMAN PRESIDENT
40.00 		341,412 37,130 0
5109 Cherry Street
Kansas City,MO64110
BRIAN GORDON CHIEF FINANCIAL AND OPERATIONS OFFICER
40.00 		219,846 34,087 0
5109 Cherry Street
Kansas City,MO64110
MICHELE KNIGHT SR VP ENGAGEMENT
40.00 		210,469 23,870 0
5109 Cherry Street
Kansas City,MO64110
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
CHRISTINA GOLDING DIRECTOR OF HR
40.00 		112,687 14,393 0
5109 Cherry Street
Kansas City,MO64110
JANE DAVIS VP ACCESS
40.00 		186,560 8,533 0
5109 Cherry Street
Kansas City,MO64110
JASON DEAN VP COLLECTIONS
40.00 		121,524 13,076 0
5109 Cherry Street
Kansas City,MO64110
MARK EVILSIZOR HEAD OF IT
40.00 		117,828 19,749 0
5109 Cherry Street
Kansas City,MO64110
PAULA WHEELER EXECUTIVE ASSISTANT
40.00 		133,796 20,331 0
5109 Cherry Street
Kansas City,MO64110
Total number of other employees paid over $50,000...................right arrow 21
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
CAMBRIDGE ASSOCIATES Investment Advisor 560,874
100 Summer Street
Boston,MA021102112
CMP Construction Inc General Contractor 264,021
1800 E Kansas City Rd
Olathe,KS66061
JOHNSON CONTROLS HVAC Contractor 224,825
9850 Legler Rd
LENEXA,KS66219
Titan Protection Security 221,526
9350 Metcalf Ave
Ste 210
Overland Park,KS66212
FORVIS MAZARS LLP Tax, Audit, & Advisory 132,319
1201 Walnut St
Suite 1700
Kansas City,MO64106
Total number of others receiving over $50,000 for professional services.............right arrow8
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 Acquired and maintained the operating assets of a science, engineering, and technology library with a 14-acre arboretum. A total of 17,304 patrons visited the Library and an estimated 70,000 patrons visited the arboretum. The Library's website attracted approximately 600,000 visitors. The Library acquired over 3,500 monographs and approximately 150 rare books during 2024. More than 75,000 items from the Library's collection were utilized in 2024 both by in-person and online patrons. A total of $8,998,672 was expended in 2024 in support of this program. 8,998,672
2 The Library partnered with the Linda Hall Library Foundation to produce a total of ninety-four educational lectures and public programs that attracted 17,308 in-person attendees and 455,909 views on the Organization's YouTube channel. Those activities included: i. Free public exhibitions at the Linda Hall Library including Chained to the Sky and Life Beyond Earth. ii. Free public programs ranging from panel discussions, lectures, and activities that were presented both in person and virtually. iii. The Kansas City Invention Convention competition for students from middle and high schools throughout the region. Nearly 350 young inventors participated in the competition in 2024. iv. How do I become? A STEM program designed to introduce high school and early college students through panel discussion with young professionals in STEM careers. 984,001
3 The Library hosted twenty-eight research fellows in 2024 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 utilize the Library's collection to support the production of original thought and research on the topics of science, engineering, and technology. 215,344
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 None 0
2 None 0
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
29,723,328
b
Average of monthly cash balances.......................
1b
294,474
c
Fair market value of all other assets (see instructions)................
1c
184,353,299
d
Total (add lines 1a, b, and c).........................
1d
214,371,101
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
214,371,101
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,215,567
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
211,155,534
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
10,557,777
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
11,033,607
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
844,074
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
11,877,681
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
1986-03-21
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
5,322,631 3,978,146 3,204,067 5,188,869 17,693,713
b 85% (0.85) of line 2a ......... 4,524,236 3,381,424 2,723,457 4,410,539 15,039,656
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		11,877,681 12,361,908 10,844,845 10,573,110 45,657,544
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		1,000,000       1,000,000
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		10,877,681 12,361,908 10,844,845 10,573,110 44,657,544
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		7,038,518 6,832,542 7,869,514 7,059,633 28,800,207
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NOT APPLICABLE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NOT APPLICABLE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LINDA HALL LIBRARY FELLOWSHIP
5109 CHERRY ST
KANSAS CITY,MO64110
(816) 926-8746
FELLOWSHIPS@LINDAHALL.ORG
bThe form in which applications should be submitted and information and materials they should include:
Application instructions are on website: https://www.lindahall.org/research/linda-hall-library-fellowships/
cAny submission deadlines:
Varies. See website for current year deadlines.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Pre- and post-doctoral scholars are eligible. See details on website.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

LINDA HALL LIBRARY FOUNDATION

5109 CHERRY STREET
KANSAS CITY,MO64110 		RELATED ORGANIZATION PC GENERAL SUPPORT 1,000,000
Total .................................right arrow 3a 1,000,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
aDOCUMENT SERVICES INCOME         173,787
bCOLLECTION MAINTENANCE FEES         120,386
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 515,695  
4 Dividends and interest from securities ....     14 2,696,443  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 14,796  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 10,832,441  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aILS SUPPORT 		        40,326
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 14,059,375 334,499
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,393,874
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 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.
Form THE LIBRARY HAS A COLLECTION MAINTENANCE AGREEMENT WITH THE CENTER FOR RESEARCH LIBRARIES (CRL). THE COLLECTION MAINTENANCE FEES COVERS COSTS RELATED TO THE ADMINISTRATION OF A SERVICE AGREEMENT WITH CRL AND TO OTHER ACTIVITIES REQUIRED TO SUPPORT THE MAKING OF THE LIBRARY'S COLLECTIONS AND SERVICES AVAILABLE TO CRL LIBRARIES.
Form 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.
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Linda Hall Library Trusts
 
Employer identification number

44-0527122
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Linda Hall Library Trusts
  		Employer identification number
44-0527122
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CMP Construction
 
1800 E Kansas City Road
 
Olathe, KS66061

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
LINDA HALL LIBRARY FOUNDATION
 
5109 CHERRY STREET
 
KANSAS CITY, MO64110

$ 27,280


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Linda Hall Library Trusts
  		Employer identification number

44-0527122
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Linda Hall Library Trusts
  		Employer identification number

44-0527122
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1

TY 2024 AccountingFeesSchedule
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FORVIS MAZARS LLP 56,674 22,272 28,337 28,337

TY 2024 AllOthProgRltdInvestmentsSch
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Category Amount
None 0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
Various Assets         5.0 967,687 0 30,482  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 GainLossSaleOtherAssetsSch
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
LONG-TERM 2023-01 P 2024-12   28,789,757 21,436,586     7,353,171  
SHORT-TERM 2024-01 P 2024-12   3,479,270 0     3,479,270  

TY 2024 InvestmentsCorpStockSchedule
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
Publicly Traded Securities - See Attachment 5,603,430 5,603,430

TY 2024 InvestmentsOtherSchedule2
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Other Investments - See Attachment FMV 229,456,961 229,456,961

TY 2024 LandEtcSchedule2
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Land, Building & Improvements 28,924,945 14,150,041 14,774,904 14,774,904
Furniture, Fixtures & Equipment 3,547,155 2,640,628 906,527 906,527
Books & Periodicals 8,362,206 0 8,362,206 8,362,206
Work in process 129,590 0 129,590 129,590


TY 2024 LegalFeesSchedule
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Husch Blackwell LLP 75,016     79,442
Stinson LLP 9,385     5,896


TY 2024 MortgagesAndNotesPayableSch
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Total Mortgage Amount: 20,742,809

Item No. 1
Lender's Name County of Jackson Missouri Industrial Development Authority
Lender's Title Revenue Bonds (Linda Hall Library Project) Series 2005
Relationship to Insider None
Original Amount of Loan 20,000,000
Balance Due 19,971,729
Date of Note 2005-07
Maturity Date 2025-07
Repayment Terms Principal due at maturity
Interest Rate  
Security Provided by Borrower Bonds are backed by a Letter of Credit issued by Commerce Bank, N.A
Purpose of Loan Addition to the library along with renovations and improvements.
Description of Lender Consideration  
Consideration FMV  

Item No. 2
Lender's Name SOPHIA RARE BOOKS
Lender's Title RARE BOOKS INSTALLMENT PURCHASE
Relationship to Insider NONE
Original Amount of Loan 950,000
Balance Due 400,000
Date of Note 2023-10
Maturity Date 2025-10
Repayment Terms QUARTERLY INSTALLMENTS
Interest Rate 0.0
Security Provided by Borrower  
Purpose of Loan INSTALLMENT PURCHASE OF A RARE BOOK
Description of Lender Consideration  
Consideration FMV  


TY 2024 OtherAssetsSchedule
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INVESTMENT INCOME 246,763 205,905 205,905
DEFERRED COMP ASSET 228,611 231,950 231,950
ACCRUED PENSION COST 0 24,952 24,952


TY 2024 OtherExpensesSchedule
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Maintenance 227,671     243,256
Security services 207,499     222,974
Supplies 118,120   58 127,320
Postage 9,621   2,598 7,474
Bibliographic services 133,600   2,387 131,213
Copyright fees 20,680   20,680 1,504
Advertising & marketing 166,207     179,107
Memberships 25,666     29,038
Service contracts 458,276     511,624
Bond maintenance 134,539     81,424
Insurance 120,782     135,858
Miscellaneous 175,156   1,701 239,491
Exhibitions & Lectures 109,915     27,087


TY 2024 OtherIncomeSchedule2
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
DOCUMENT SERVICES INCOME 173,787   173,787
COLLECTION MAINTENANCE FEES-CENTER FOR RESEARCH LIBRARIES 120,386   120,386
ILS SUPPORT TO SPENCER ART REF LIBRARY 40,326   40,326


TY 2024 OtherIncreasesSchedule
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Description Amount
CURRENT YEAR UNREALIZED GAIN 15,273,829
CHANGE IN FUNDED STATUS OF PENSION PLAN 804,398


TY 2024 OtherLiabilitiesSchedule
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value
DEPOSITS 61,496 61,275
ACCRUED PENSION COST 706,772 0
CAPITAL ASSET RETIREMENT OBLIGATION 216,205 216,205


TY 2024 OtherProfessionalFeesSchedule
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment advisory 1,002,472 1,002,472 1,002,472  
Custodian fees 106,228 106,228 106,228  
Other professional fees 174,047     179,686


TY 2024 TransfersToControlledEntities
Name:
Linda Hall Library Trusts
EIN:
44-0527122
Software ID:
24020961
Software Version:
2024v5.1
Name US /
Foreign Address		 EIN Description Amount
LINDA HALL LIBRARY FOUNDATION 5109 CHERRY STREET
KANSAS CITY,MO64110 		46-4390683 GRANT 1,000,000
Total