2021-02-15T11:43:24-06:00 2020-09-30 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990 2019-10-01 436042632 THE HARRY S TRUMAN LIBRARY INSTITUTE NATIONAL AND INTERNATIONAL AFFAIRS HARR 8164001212 5151 TROOST AVENUE NO 300 KANSAS CITY MO 64110 JOHN A MACDONALD TREASURER 8164001212 2021-02-10 1 KIMBERLY A RYAN P00829977 8164721122 2019 2022-09-23 18:48:47Z CLYDE F WENDEL 5151 TROOST AVENUE NO 300 KANSAS CITY MO 64110 40326232 0 X WWW.TRUMANLIBRARYINSTITUTE.ORG X 1957 MO TO PRESERVE AND PROMOTE THE ENDURING LEGACY OF HARRY S. TRUMAN, AMERICA'S 33RD PRESIDENT. 34 33 13 32 0 0 4166547 12435971 73681 28919 733328 503105 -46057 -21515 4927499 12946480 68126 53884 0 0 919199 955354 318905 84412 684853 2752514 16066658 4058744 17160308 868755 -4213828 14419244 13752967 0 3000000 14419244 10752967 X SEE SCHEDULE O 0 0 103511 53884 28919 SEE SCHEDULE OEDUCATION:THE TRUMAN LIBRARY OFFERS A SUITE OF ENGAGING ON-SITE AND SCHOOL-BASED EDUCATIONAL PROGRAMS THAT MEET STATE AND NATIONAL ACADEMIC STANDARDS. THESE CRITICALLY ACCLAIMED PROGRAMS ARE DESIGNED TO TEACH PARTICIPANTS ABOUT TRUMAN, DEMOCRACY, THE PRESIDENCY, AND THE IMPORTANCE OF CIVIC ENGAGEMENT, WHILE STRENGTHENING IMPORTANT LIFE AND LEADERSHIP SKILLS. EACH YEAR, TENS OF THOUSANDS OF STUDENTS AND TEACHERS GAIN A DEEPER UNDERSTANDING OF OUR NATION'S HISTORY, GOVERNMENT, AND DEMOCRATIC IDEALS THROUGH THE LIBRARY'S EDUCATIONAL PROGRAMS. USING PRIMARY SOURCE DOCUMENTS AND ARTIFACTS, STUDENTS DRAW CONNECTIONS BETWEEN THE PAST, PRESENT, AND FUTURE TO BETTER UNDERSTAND, ANTICIPATE, AND RESOLVE PROBLEMS. THE WHITE HOUSE DECISION CENTER IS A NATIONALLY RECOGNIZED HANDS-ON HISTORY LAB WHERE PARTICIPANTS STEP INTO THE ROLES OF PRESIDENT TRUMAN AND HIS ADVISORS AND WORK WITH FORMERLY CLASSIFIED PRIMARY SOURCE DOCUMENTS TO TACKLE SOME OF HISTORY'S GREATEST CHALLENGES. READING LIKE A HISTORIAN, BASED ON STANFORD HISTORY EDUCATION GROUP CURRICULUM, IS A MUSEUM-BASED, TRUMAN-FOCUSED PROGRAM THAT ENGAGES STUDENTS AND TEACHERS IN HISTORICAL INQUIRY WHILE IMPROVING LITERACY, COMMUNICATING THE ROLES AND DUTIES OF THE GOVERNMENT, AND FOSTERING A LOVE OF HISTORY. THIS YEAR, IN-PERSON PROGRAMS WERE HELD VIRTUALLY.INSTITUTE FUNDS ALSO SPONSOR THE GREATER KANSAS CITY REGIONAL NATIONAL HISTORY DAY COMPETITION, THE STUDENT INTERNSHIP PROGRAM, THE IN-CLASSROOM TRUMAN FOOTLOCKER PROGRAM, EDUCATOR WORKSHOPS, AND THE ANNUAL SUMMER TEACHER CONFERENCE. ADDITIONAL EDUCATIONAL RESOURCES INCLUDE CURRICULUM GUIDES, A MEDIA LENDING LIBRARY, AND A PRESIDENTIAL TRIVIA CONTEST. TRUMAN'S RESEARCH GRANTS PROGRAM CONTINUES TO ATTRACT TOP SCHOLARS AND EXPAND OUR UNDERSTANDING OF TRUMAN AND HIS CONSEQUENTIAL PRESIDENCY. SINCE OPENING IN 1959, THE LIBRARY'S RESEARCH ROOM HAS WELCOMED MORE THAN 15,000 HISTORIANS, WRITERS, AND SCHOLARS FROM MORE THAN 40 NATIONS. FROM THE BEGINNING AND TO THE PRESENT, THE INSTITUTE HAS PROVIDED MORE THAN $3.3 MILLION IN FINANCIAL SUPPORT TO RESEARCHERS. TODAY, RESEARCH GRANTS, AWARDS, AND FELLOWSHIPS PROVIDE CRUCIAL ASSISTANCE TO EMERGING AND ESTABLISHED SCHOLARS WHOSE CONTRIBUTIONS ILLUMINATE THE CRITICAL ISSUES OF TRUMAN'S PRESIDENCY AND LEGACY.DISSERTATION YEAR FELLOWSHIPS SUBSIDIZE A DOCTORAL STUDENT'S TEACHING OR EMPLOYMENT INCOME TO FACILITATE COMPLETION OF A DISSERTATION THAT INCLUDES HISTORICAL SCHOLARSHIP OF TRUMAN'S CAREER OR TIME PERIOD. THE SCHOLAR'S AWARD SUPPLEMENTS TEACHING OR EMPLOYMENT SALARIES FOR ESTABLISHED SCHOLARS WORKING ON SOME ASPECT OF TRUMAN OR PUBLIC AND FOREIGN POLICY ISSUES PROMINENT DURING HIS TIME. RESEARCH GRANTS, INCLUDING THE JOHN K. HULSTON SCHOLARSHIP, OFFSET THE COST OF CONDUCTING ONSITE RESEARCH AT THE TRUMAN LIBRARY. THE BIENNIAL HARRY S. TRUMAN BOOK AWARD RECOGNIZES THE BEST BOOK PUBLISHED WITHIN A TWO-YEAR PERIOD DEALING PRIMARILY AND SUBSTANTIALLY WITH TRUMAN OR THE HISTORY OF THE UNITED STATES DURING HIS PRESIDENCY.THE INSTITUTE AIMS TO FULFILL PRESIDENT TRUMAN'S WISHES FOR HIS LIBRARY BY ENSURING ACCESS TO HIS PAPERS AND THE STUDY OF THE PRESIDENCY. TO ACCOMPLISH HIS WISHES FOR TODAY AND THE FUTURE, THE INSTITUTE SPONSORS COLLECTION PRESERVATION AND CONSERVATION, AND DIGITAL ARCHIVES SUPPORT. DIGITIZATION CONTINUES TO BE A PRIORITY, NOT ONLY FOR THE TRUMAN LIBRARY BUT ALSO THE NATIONAL ARCHIVES. THE IMPORTANCE OF THIS CONTINUED EFFORT HAS ONLY BEEN MAGNIFIED BY THE GLOBAL PANDEMIC THAT KEEPS HISTORIANS, RESEARCHERS AND MUSEUM VISITORS FROM ACCESSING THE TRUMAN LIBRARY'S RESEARCH ROOM AND ARCHIVAL HOLDINGS IN-PERSON. 141053 5100 SEE SCHEDULE OPUBLIC OUTREACH PROGRAMS AND COMMUNITY EVENTS:WITH THE GOAL OF INFORMING AND ENGAGING LOCAL, REGIONAL AND NATIONAL AUDIENCES, THE TRUMAN LIBRARY AND INSTITUTE PRESENT DISTINGUISHED AUTHORS, HISTORIANS, JOURNALISTS, AND DIGNITARIES IN LECTURES, PANEL DISCUSSIONS, AND SIGNATURE EVENTS. THROUGH THESE ACTIVITIES, THE LIBRARY AND INSTITUTE STRIVE TO INCREASE ATTENDANCE NUMBERS, VISIBILITY, AND ITS NETWORK OF FRIENDS, WHILE ALSO INSPIRING AUDIENCES TO PLAY A ROLE IN SHAPING OUR NATION'S FUTURE. THESE STIMULATING, THOUGHT-PROVOKING PROGRAMS ARE ATTENDED BY OVER 10,000 INDIVIDUALS EACH YEAR AND ENJOYED BY THOUSANDS MORE THROUGH CABLE TELEVISION, RADIO BROADCAST, AND INTERNET STREAMING. IN RECENT YEARS, PRESENTERS HAVE INCLUDED FORMER PRESIDENTS, SECRETARIES OF STATE AND DEFENSE, UNITED NATIONS SECRETARY-GENERALS, SENATORS, CONGRESSMEN, AND GENERALS. AS PART OF THE "STAY TRU" CAPITAL CAMPAIGN, THE LIBRARY AND INSTITUTE HAVE CREATED THE TRUMAN LEGACY SERIES. THIS SERIES BRINGS HIGH-LEVEL, PRESTIGIOUS SPEAKERS AND PRESENTATIONS TO KANSAS CITY FOR UNIQUE OPPORTUNITIES, INCLUDING THEATRICAL AND MUSICAL PERFORMANCES, WHICH WILL INVITE PARTICIPANTS TO VIEW, ANALYZE, AND LEARN ABOUT TRUMAN AND HIS CONTINUED RELEVANCY IN NEW AND EXCITING WAYS. CAMPAIGN AND ENDOWED SUPPORT FOR ONGOING PUBLIC PROGRAMS WILL ALLOW THE LIBRARY AND INSTITUTE TO COMMEMORATE THE 75TH ANNIVERSARIES OF TRUMAN'S PRESIDENTIAL DECISIONS BEGINNING IN APRIL 2020 AND CONTINUE TO INTRODUCE NEW AND DIVERSE AUDIENCES TO TRUMAN, HIS LEGACY, AND HIS PRESIDENTIAL LIBRARY. 15311362 SEE SCHEDULE OEXHIBITIONS:FOR THE LAST TWO DECADES, THE LIBRARY'S PERMANENT MUSEUM EXHIBITS, HARRY S. TRUMAN: THE PRESIDENTIAL YEARS AND HARRY S. TRUMAN: HIS LIFE AND TIMES, HAVE INCREASED VISITOR UNDERSTANDING OF THE OFFICE OF THE PRESIDENT AND TRUMAN'S LIFE AND LEGACY. HOWEVER, PERMANENT EXHIBITS ARE ONLY INTENDED TO LAST TEN YEARS DUE TO EXTENSIVE WEAR AND TEAR, IMPROVEMENTS IN TECHNOLOGY, AND THE INCREASING POTENTIAL FOR OUTDATED CONTENT. ADDITIONALLY, SINCE THEIR INSTALLATION, RESEARCH HAS GREATLY INCREASED UNDERSTANDING OF HOW VISITORS LEARN FROM AND INTERACT WITH MUSEUM EXHIBITIONS. TO BRING THE MUSEUM INTO THE 21ST CENTURY, THE NEW STATE-OF-THE-ART MUSEUM PLAN SIGNIFICANTLY IMPROVES AND ENHANCES THE VISITOR EXPERIENCE. AN EXPANSION TO THE LIBRARY'S EAST SIDE REORIENTS THE MUSEUM ENTRANCE, PLACING A DRAMATIC EMPHASIS ON THE COURTYARD AND THE TRUMANS' GRAVESITES. NOW CONCENTRATED ENTIRELY ON ONE FLOOR, THE NEW 12,400-SQUARE-FOOT PERMANENT EXHIBITION WILL FOCUS ON TRUMAN'S LIFE BEFORE, DURING, AND AFTER HIS PRESIDENCY WITH TECHNOLOGICAL UPGRADES, HANDS-ON INTERACTIVE ELEMENTS, NEVER-BEFORE-SEEN ARTIFACTS, UPDATED SCHOLARSHIP, AND A COMPREHENSIVE EDUCATIONAL STRATEGY. THIS REDISTRIBUTION WILL ALSO DOUBLE THE SQUARE FOOTAGE OF THE LIBRARY'S LOWER-LEVEL GALLERIES, CREATING AN ADAPTABLE SPACE FOR HIGHER-PROFILE TEMPORARY EXHIBITS, WHICH WILL INCREASE VISITATION ON AN ONGOING BASIS.THE RENOVATION PROMISES A LEAP FORWARD IN THE VISITOR EXPERIENCE, ALONG WITH A FASCINATING LOOK BACK AT TRUMAN'S TIME IN OFFICE. FROM ONE GALLERY TO THE NEXT, THE EXHIBITION HAS SOMETHING FOR EVERY TYPE OF MUSEUM VISITOR, FROM BROWSERS WHO ENJOY SKIMMING THE SURFACE TO HISTORY BUFFS WHO PREFER HIGHLY FOCUSED EXHIBITS THAT TAKE THEM DEEPER INTO THE HISTORY OF TRUMAN'S LIFE AND LEGACY. RENOVATION PLANS CALL FOR USING THE LATEST TECHNOLOGY TO ILLUMINATE THE PAST WHILE ENLIGHTENING VISITORS FROM EVERY GENERATION. THIS TECHNOLOGY WILL MAKE IT POSSIBLE FOR VISITORS TO SEE AND HEAR FROM THE PRESIDENT IN NEWLY DIGITIZED AUDIO AND VIDEO THROUGHOUT THE GALLERIES UNLIKE ANYTHING WE WERE ABLE TO CREATE BEFORE NOW, SIMPLY BECAUSE WE DID NOT HAVE THE TECHNOLOGY TO MAKE THEM ACCESSIBLE TO THE PUBLIC. PRESIDENT TRUMAN OCCUPIED THE OVAL OFFICE IN A TIME THAT CALLED FOR DIFFICULT DECISIONS WITH ENORMOUS GLOBAL CONSEQUENCES. THE NEW PERMANENT TRUMAN EXHIBITION IS MEANT TO SHOW THE SIGNIFICANCE OF HIS CONTRIBUTIONS AND THE CHARACTER OF A MAN WHOSE QUIET LEADERSHIP SHAPED THE POSTWAR LIBERAL DEMOCRATIC ORDER THAT DEFINES TODAY'S WORLD. A MASSIVE FRACTURED GLOBE WILL TELL THE STORY OF THAT CHAOTIC, POST-WWII WORLD. INSIDE THE GLOBE, EDUCATIONAL STATIONS WILL GIVE VISITORS A CLOSER LOOK AT THE INDIVIDUAL IMPACTS OF WAR. MODERNIZED AS THE EXPERIENCE WILL BE, THE LIBRARY WILL REMAIN AN INVITING ATMOSPHERE FOR LEARNING. TRUMAN HIMSELF ORIGINALLY ENVISIONED HIS PRESIDENTIAL LIBRARY AS "A CLASSROOM FOR DEMOCRACY - A PLACE TO HELP YOUNG PEOPLE, IN PARTICULAR, UNDERSTAND THE SIGNIFICANCE OF THEIR GOVERNMENT." WHILE THE TRUMAN LIBRARY REMAINS CLOSED, THE TRUMAN LIBRARY INSTITUTE OFFERS TWO TRAVELING EXHIBITIONS AVAILABLE FOR SHOWING: - HARRY S. TRUMAN AND THE BIRTH OF ISRAEL - ONE OF THE MOST DEFINING MOMENTS OF PRESIDENT TRUMAN'S TENURE WAS HIS EXECUTIVE ACTION TO EXTEND DE FACTO DIPLOMATIC RECOGNITION TO THE STATE OF ISRAEL ON MAY 14, 1948, JUST 11 MINUTES AFTER THAT NATION DECLARED INDEPENDENCE. THIS EXHIBIT EXPLORES THE HISTORICAL, CULTURAL, AND PERSONAL FACTORS THAT WENT INTO THE DECISION, WHICH WAS AN EXTREMELY CONTENTIOUS ISSUE AMONG TRUMAN'S CABINET AND ADVISORS. - HARRY S. TRUMAN: KANSAS CITY'S COMMANDER IN CHIEF - THIS EXHIBIT EXPLORES THE CHALLENGES PRESIDENT TRUMAN FACED, THE DECISIONS HE MADE THAT SHAPED OUR DEMOCRACY, AND THE MILESTONES THAT SEALED HIS PLACE IN HISTORY AS ONE OF OUR NATION'S GREATEST PRESIDENTS. THIS EXHIBITION DEBUTED IN THE BOX GALLERY IN DOWNTOWN KANSAS CITY FROM SEPTEMBER 6OCTOBER 25, 2019. INAUGURAL ATTENDANCE ESTIMATED AT 1,200. 461574 12016 PUBLIC RELATIONS AND ADVERTISING, DOCUMENTARY ACCESS, VOLUNTEER AND INTERN PROGRAM, MUSEUM ARTIFACT/DOCUMENT ACQUISITION, DIGITIZATION AND PRESERVATION, PREVENTATIVE MAINTENANCE. 461574 12016 16017500 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 50 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X LISA SULLIVAN 8164001212 5151 TROOST AVENUE KANSAS CITY MO 64110 MERILYN BERENBOM DIRECTOR 1.00 X 0 0 0 PAUL M BLACK DIRECTOR 1.00 X 0 0 0 MORGAN A BURDEN EXECUTIVE DIRECTOR/EX OFFICIO DIRECTOR 40.00 X X 212429 0 51169 MAUREEN MCMEEL CARROLL DIRECTOR 1.00 X 0 0 0 DAN CRUMB DIRECTOR 1.00 X 0 0 0 CLIFTON TRUMAN DANIEL HONORARY CHAIR 1.00 X 0 0 0 ROBERT P DUNN DIRECTOR 1.00 X 0 0 0 JOSH EARNEST DIRECTOR 1.00 X 0 0 0 SUSIE S EVANS DIRECTOR 1.00 X 0 0 0 KARI FREDERICKSON DIRECTOR 1.00 X 0 0 0 KURT GRAHAM EX OFFICIO DIRECTOR 1.00 X 0 0 0 GREG GUNDERSON DIRECTOR 1.00 X 0 0 0 LISA HARDWICK SECRETARY/DIRECTOR 1.00 X X 0 0 0 HARVEY L KAPLAN DIRECTOR 1.00 X 0 0 0 CHARLOTTE KEMPER DIRECTOR 1.00 X 0 0 0 JOHN A MACDONALD DIRECTOR/TREASURER 1.00 X X 0 0 0 KAY MARTIN DIRECTOR 1.00 X 0 0 0 BRIDGET MCCANDLESS DIRECTOR 1.00 X 0 0 0 LEIGH NOTTBERG DIRECTOR 1.00 X 0 0 0 JAMES B NUTTER JR DIRECTOR 1.00 X 0 0 0 PATRICK OTTENSMEYER DIRECTOR 1.00 X 0 0 0 KAREN D PACK DIRECTOR 1.00 X 0 0 0 JASON C PARKER DIRECTOR 1.00 X 0 0 0 JAMES D RINE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER ROSSON DIRECTOR 1.00 X 0 0 0 ADAM P SACHS VICE CHAIR/DIRECTOR 1.00 X X 0 0 0 MARNY SHERMAN DIRECTOR 1.00 X 0 0 0 MEYER SOSLAND DIRECTOR 1.00 X 0 0 0 JEANNINE STRANDJORD VICE CHAIR/DIRECTOR 1.00 X X 0 0 0 TIMOTHY W TRIPLETT DIRECTOR 1.00 X 0 0 0 DAVID J VON DREHLE DIRECTOR 1.00 X 0 0 0 EILEEN WEIR VICE CHAIR/DIRECTOR 1.00 X X 0 0 0 CLYDE F WENDEL CHAIR/DIRECTOR 1.00 X X 0 0 0 THOMAS R BUZZ WILLARD DIRECTOR 1.00 X 0 0 0 LISA A SULLIVAN CFO/CAO 40.00 X 100210 0 28814 312639 0 79983 2 0 1 0 JE DUNN CONSTRUCTION GROUP INC 1001 LOCUST ST KANSAS CITY MO 64106 CONSTRUCTION 1479742 MONADNOCK MEDIA 59 NORTH STREET HATFIELD MA 01038 MUSEUM REDESIGN PLANNING - AUDIO/VISUALS 1021060 GALLAGHER & ASSOCIATES 8665 GEORGIA AVENUE SILVER SPRING MD 20910 MUSEUM REDESIGN PLANNING 377584 1220 EXHIBITS INC 3801 VULCAN DR NASHVILLE TN 37211 MUSEUM EXHIBIT FABRICATORS 317164 STRATEGIC CAPITOL CONSULTING LLC 16141 SWINGLEY RIDGE RD CHESTERFIELD MO 63017 FUNDRAISING LOBBYIST 282000 5 249705 505863 6988500 4691903 1111684 12435971 WHITE HOUSE DECISION CENTER REVEN 900099 28919 28919 28919 287379 287379 27556847 27341121 215726 215726 215726 0 505863 38631 -38631 -38631 MISCELLANEOUS INCOME 900099 17116 17116 17116 12946480 46035 0 464474 X 48069 48069 5815 5815 412139 59400 214399 138340 351315 195826 1745 153744 24312 12930 126 11256 122510 73872 649 47989 45078 16405 11242 17431 81898 81898 26850 26850 84412 84412 42535 42535 27642 27642 52192 52192 66456 5765 41402 19289 15277 15277 4403 4403 5064 5064 CAPITAL PROJECTS 15285016 15285016 FUNDRAISING OTHER DIREC 201556 201556 PUBLIC PROGRAMS 141053 141053 TRU MAGAZINE PUBLICATIO 41866 41866 74850 64014 10836 17160308 16017500 457955 684853 38846 799731 14380398 12953236 14419244 13752967 0 3000000 0 3000000 X 4702651 4273694 9716593 6479273 14419244 10752967 14419244 13752967 -4213828 547551 0 X X 0 1 X 1 0 X 1455801 2626654 3589917 4166547 12360971 24199890 1455801 2626654 3589917 4166547 12360971 24199890 4390617 19809273 225574 240733 281016 331389 287379 1366091 25565981 459297 0.77480 0.61730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8091633 25000 668952 383561 8402024 8100333 150000 341786 500486 8091633 8375121 50000 538299 863087 8100333 7744253 2958 914013 286103 8375121 7292433 5034 693404 246618 7744253 0.30880 0.44370 0.24750 1 0 0 13494031 547551 547551 12946480 0 12946480 17160308 0 17160308 0 17160308 PART V, LINE 4: THE INTENDED PURPOSE OF THE ENDOWMENT IS TO CONTINUE TO PROVIDE CONTINUOUS SUPPORT TO THE INSTITUTE, THE HARRY S. TRUMAN LIBRARY AND MUSEUM, AND TO PROMOTE THE LEGACY OF HARRY S. TRUMAN. THE INSTITUTE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PRESERVE AND ENHANCE THE PURCHASING POWER OF THE ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED ENDOWMENT FUNDS THE INSTITUTE MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PERIODS, AS WELL AS THOSE OF BOARD DESIGNATED ENDOWMENT FUNDS. UNDER THE INSTITUTE'S POLICIES, ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE A MODERATE RETURN WHILE ASSUMING A MINIMAL LEVEL OF INVESTMENT RISK. THE INSTITUTE HAS A POLICY (THE SPENDING POLICY) OF APPROPRIATING FOR EXPENDITURES EACH YEAR: AN AMOUNT EQUAL TO 4% OF THE TRAILING 12-QUARTER AVERAGE MARKET VALUE OF THE ASSETS IN THE VARIOUS ENDOWMENT AND OTHER FUND ACCOUNTS THAT ARE SUBJECT TO THE INSTITUTE'S STATEMENT OF INVESTMENT POLICY AND OBJECTIVE WILL BE DISTRIBUTED ANNUALLY TO SUPPORT THE INSTITUTE'S BUDGETED EXPENDITURES. THIS DISTRIBUTION PERCENTAGE WILL BE APPLIED PURSUANT TO THE ABOVE FORMULA TO EACH INDIVIDUAL ACCOUNT NOT SUBJECT TO INCOME RESTRICTIONS OR OTHER PAYOUT AGREEMENTS, WHICH WOULD SUPERCEDE THE DISTRIBUTION POLICY. KEMPTON ENDOWMENT: PER THE TERMS OF GRETA KEMPTON'S 1991 WILL, 25% OF HER ESTATE GIFT WAS USED BY THE INSTITUTE FOR ITS GENERAL PURPOSES. THE REMAINING 75% CORPUS IS HELD IN A PERMANENTLY RESTRICTED ENDOWMENT FUND WITH THE INCOME THERE FROM TO BE USED BY THE INSTITUTE FOR ITS GENERAL PURPOSES. THE UNRESTRICTED INVESTMENT INCOME CAN BE EXPENDED DURING THE FISCAL YEAR FOR PURPOSES DEEMED APPROPRIATE AND NECESSARY BY THE INSTITUTE'S BUDGET, FINANCE AND INVESTMENT COMMITTEE. JOHNSTON ENDOWMENT: TERMS STATE THAT THE CORPUS IS PERMANENTLY RESTRICTED. INVESTMENT INCOME IS TEMPORARILY RESTRICTED TO SUBSIDIZE EXPENSES ASSOCIATED WITH THE ANNUAL "HOWARD AND VIRGINIA BENNETT FORUM ON THE PRESIDENCY." ADDITIONALLY, INVESTMENT INCOME CAN BE EXPENDED TO SUPPORT AN ANNUAL ARCHIVAL RESEARCH INTERNSHIP. BOARD-DESIGNATED ENDOWMENT FUND, WHICH RESULTS FROM AN INTERNAL DESIGNATION, IS NOT DONOR-RESTRICTED AND IS CLASSIFIED AS UNRESTRICTED NET ASSETS. UP TO 5% OF THE FUND'S PRINCIPAL CAN BE EXPENDED ON AN ANNUAL BASIS. THESE ASSETS MAY BE EARMARKED FOR FUTURE PROGRAMS, PURCHASE OR CONSTRUCTION OF FIXED ASSETS, CONTINGENCIES OR OTHER USES AS DETERMINED BY THE INSTITUTE'S EXECUTIVE COMMITTEE OR BOARD OF DIRECTORS WITH PRIOR RECOMMENDATION FROM THE BUDGET, FINANCE AND INVESTMENT COMMITTEE. SPECIAL EXCEPTIONS TO THIS POLICY TO ALLOW FURTHER REDUCTION OF THE PRINCIPAL WILL BE APPROVED BY A FORMAL VOTE OF THE INSTITUTE'S BOARD OF DIRECTORS. HULSTON FAMILY ENDOWMENT: IN FY13, THE HULSTON FAMILY FOUNDATION DONATED $50,000 TO THE INSTITUTE FOR THE PURPOSE OF ESTABLISHING A PERMANENTLY RESTRICTED ENDOWMENT FUND. THE TERMS AND CONDITIONS ESTABLISHED WITH THE DONOR STIPULATE THAT THE INITIAL $50,000 GIFT WILL BE PRESERVED IN PERPETUITY WHILE THE INVESTMENT INCOME WILL BE USED TO FUND A SPECIAL $2,500 JOHN K. HULSTON SCHOLARSHIP ON AN ANNUAL BASIS. WHEN NECESSARY, THE INSTITUTE AGREES TO SUPPLEMENT THE INVESTMENT PROCEEDS FROM THE HULSTON ENDOWMENT FUND WITH GENERAL UNRESTRICTED FUNDS TO ENSURE THAT THIS GRANT IS AVAILABLE EACH YEAR. HUNKELER FAMILY ENDOWMENT: IN FY18, THE HUNKELER FAMILY ESTABLISHED A PERMANENTLY RESTRICTED $350,000 ENDOWMENT FUND. THE TERMS AND CONDITIONS ESTABLISHED WITH THE DONOR STIPULATE THAT THE $350,000 GIFT (PAYABLE OVER 7 YEARS) WILL BE USED TO ENDOW THE INSTITUTE'S SCHOLAR'S AWARD AND THE TRUMAN BOOK AWARD. 0 0 0 0 0 0 0 0 0 0 RESEARCH GRANTS EUROPE (INCLUDING ICELAND & GREENLAND) 2 2965 CHECK, WIRE TRANSFER RESEARCH GRANTS EAST ASIA AND THE PACIFIC 1 2850 CHECK, WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: AS PART OF OUR MISSION, TRUMAN LIBRARY INSTITUTE GRANTS & AWARDS ARE GIVEN FOR THE PURPOSE OF SUPPORTING SCHOLARSHIP BASED ON SOME ASPECT OF THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. SELECTION IS MADE BY THE INSTITUTE'S COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION. FUNDING DECISIONS, VIA AN APPLICATION PROCESS, ARE BASED ON QUALITY, ORIGINALITY, SIGNIFICANCE OF THE PROJECT AND ITS RELATIONSHIP TO THE EXSITING TRUMAN HISTORIOGRAPHY, AND TWO LETTERS OF REFERENCE. RESEARCH GRANTS, AWARDED BIANNUALLY IN APRIL AND OCTOBER, REQUIRE TRAVEL TO THE TRUMAN LIBRARY FOR STUDY OF ITS ARCHIVAL COLLECTIONS. ONE-TIME PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE UPON COMPLETION OF THE RESEARCH TRIP AND DO NOT REQUIRE ANY FURTHER MONITORING. THE SPRING ROUND OF RESEARCH GRANTS INCLUDES THE AWARD OF ONE ENDOWED JOHN K. HULSTON SCHOLARSHIP, WHICH PROVIDES $2,500 TO SUPPORT RESEARCH FOR A SINGLE PROJECT REQUIRING TRAVEL TO THE TRUMAN LIBRARY AND ADDITIONAL ARCHIVAL REPOSITORIES. CONVENTIONAL RESEARCH GRANT GUIDELINES AND EXPECTATIONS APPLY; HOWEVER, APPLICANTS ARE ALSO REQUIRED TO SUBMIT A DETAILED PROJECT BUDGET OUTLINING THE ADDITIONAL REPOSITORIES TO BE CONSULTED AND HOW MATERIALS AT THOSE REPOSITORIES FIT INTO THE LARGER PROJECT. DECISIONS REGARDING SELECTION OF DISSERTATION YEAR FELLOWSHIP AND SCHOLAR'S AWARD WINNERS ARE MADE VIA A SIMILAR APPLICATION PROCESS. DISSERTATION YEAR FELLOWSHIP PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE IN TWO INSTALLMENTS. SCHOLAR'S AWARD PAYMENTS CAN BE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE OR THEIR INSTITUTION AND ARE PAYABLE IN TWO INSTALLMENTS. AWARDEES ARE REQUIRED TO SUBMIT A PROGRESS REPORT ON THE WORK DONE NO LATER THAN SIX MONTHS FROM ISSUANCE OF THE SECOND INSTALLMENT. AWARDEES AGREE TO THE STIPULATION TO PROVIDE THE TRUMAN LIBRARY WITH COPIES OF ANY PUBLICATION RESULTING FROM RESEARCH SUPPORTED BY ONE OF THE INSTITUTE'S GRANTS OR AWARDS. THE HARRY S. TRUMAN BOOK AWARD IS GIVEN IN RECOGNITION OF THE BEST BOOK PUBLISHED WITHIN A TWO-YEAR PERIOD THAT DEALS PRIMARILY AND SUBSTANTIALLY WITH THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. PUBLISHERS ARE REQUIRED TO SUBMIT FIVE COPIES OF AN APPROPRIATE ENTRY TO THE COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION FOR EVALUATION AND AWARD SELECTION. AWARDS ARE GIVEN IN EVEN-NUMBERED YEARS. ONE-TIME PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE AND REQUIRE NO FURTHER MONITORING. PART III ACCOUNTING METHOD: X X X X X X 0 STRATEGIC FUNDRAISING CONSULTING 16141 SWINGLEY RIDGE ROAD SUITE 11 CHESTERFIELD MO 63017 FUNDRAISING 0 3000000 48000 0 MCKELLAR GROUP INC 230 E LOCH LLOYD PKWY BELTON MO 64102 FUNDRAISING 0 0 20000 0 STACY BENSON 8411 ENSLEY LN LEAWOOD KS 66206 FUNDRAISING 0 0 16412 0 3000000 84412 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WILD ABOUT HARRY 505863 505863 38631 505863 505863 38631 38631 -38631 SCHEDULE G, PART I, LINE 2B, COLUMN (V) STRATEGIC CAPITOL CONSULTING WAS HIRED TO RAISE FUNDS FOR THE RENOVATION OF THE HARRY S. TRUMAN PRESIDENTIAL LIBRARY. AS A RESULT OF THE FUNDRAISING, THREE MILLION DOLLARS OF GRANTS/APPROPRIATIONS WERE RECIEVED FROM THE STATE OF MISSOURI DURING FISCAL YEAR ENDED 9-30-20. SCHEDULE G, PART II THIS YEAR'S WILD ABOUT HARRY FUNDRAISING EVENT WAS HELD ON-LINE, DUE TO COVID-19. 1 RESEARCH GRANT 4 4069 DISSERTATION YEAR FELLOWSHIP 3 24000 SCHOLAR'S AWARD 1 15000 TRUMAN BOOK AWARD 1 2500 JOHN K HULSTON RESEARCH GRANT 1 2500 PART I, LINE 2: AS PART OF OUR MISSION, TRUMAN LIBRARY INSTITUTE GRANTS & AWARDS ARE GIVEN FOR THE PURPOSE OF SUPPORTING SCHOLARSHIP BASED ON SOME ASPECT OF THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. SELECTION IS MADE BY THE INSTITUTE'S COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION. FUNDING DECISIONS, VIA AN APPLICATION PROCESS, ARE BASED ON QUALITY, ORIGINALITY, SIGNIFICANCE OF THE PROJECT AND ITS RELATIONSHIP TO THE EXSITING TRUMAN HISTORIOGRAPHY, AND TWO LETTERS OF REFERENCE. RESEARCH GRANTS, AWARDED BIANNUALLY IN APRIL AND OCTOBER, REQUIRE TRAVEL TO THE TRUMAN LIBRARY FOR STUDY OF ITS ARCHIVAL COLLECTIONS. ONE-TIME PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE UPON COMPLETION OF THE RESEARCH TRIP AND DO NOT REQUIRE ANY FURTHER MONITORING. THE SPRING ROUND OF RESEARCH GRANTS INCLUDES THE AWARD OF ONE ENDOWED JOHN K. HULSTON SCHOLARSHIP, WHICH PROVIDES $2,500 TO SUPPORT RESEARCH FOR A SINGLE PROJECT REQUIRING TRAVEL TO THE TRUMAN LIBRARY AND ADDITIONAL ARCHIVAL REPOSITORIES. CONVENTIONAL RESEARCH GRANT GUIDELINES AND EXPECTATIONS APPLY; HOWEVER, APPLICANTS ARE ALSO REQUIRED TO SUBMIT A DETAILED PROJECT BUDGET OUTLINING THE ADDITIONAL REPOSITORIES TO BE CONSULTED AND HOW MATERIALS AT THOSE REPOSITORIES FIT INTO THE LARGER PROJECT. DECISIONS REGARDING SELECTION OF DISSERTATION YEAR FELLOWSHIP AND SCHOLAR'S AWARD WINNERS ARE MADE VIA A SIMILAR APPLICATION PROCESS. DISSERTATION YEAR FELLOWSHIP PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE IN TWO INSTALLMENTS. SCHOLAR'S AWARD PAYMENTS CAN BE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE OR THEIR INSTITUTION AND ARE PAYABLE IN TWO INSTALLMENTS. AWARDEES ARE REQUIRED TO SUBMIT A PROGRESS REPORT ON THE WORK DONE NO LATER THAN SIX MONTHS FROM ISSUANCE OF THE SECOND INSTALLMENT. AWARDEES AGREE TO THE STIPULATION TO PROVIDE THE TRUMAN LIBRARY WITH COPIES OF ANY PUBLICATION RESULTING FROM RESEARCH SUPPORTED BY ONE OF ITS GRANTS OR AWARDS. THE HARRY S. TRUMAN BOOK AWARD IS GIVEN IN RECOGNITION OF THE BEST BOOK PUBLISHED WITHIN A TWO-YEAR PERIOD THAT DEALS PRIMARILY AND SUBSTANTIALLY WITH THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. PUBLISHERS ARE REQUIRED TO SUBMIT FIVE COPIES OF AN APPROPRIATE ENTRY TO THE COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION FOR EVALUATION AND AWARD SELECTION. AWARDS ARE GIVEN IN EVEN-NUMBERED YEARS. ONE-TIME PAYMENTS ARE DISPERSED DIRECTLY AND PAYABLE TO THE AWARDEE AND REQUIRE NO FURTHER MONITORING. X X X 0 0 0 0 0 0 0 0 0 MORGAN A BURDEN EXECUTIVE DIRECTOR/EX OFFICIO DIRECT 212429 0 0 0 0 0 14534 0 36635 0 263598 0 0 0 X 11 1111684 FMV 0 0 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: OUR MISSION IS TO BRING THE LIFE AND LEGACY OF HARRY S. TRUMAN TO BEAR ON CURRENT AND FUTURE GENERATIONS THROUGH UNDERSTANDING OF HISTORY, THE PRESIDENCY, DOMESTIC AND FOREIGN POLICY, AND CITIZENSHIP. OUR VISION IS TO INSPIRE, ENRICH, AND EMPOWER PEOPLE THROUGH THE MANY RESOURCES OF THE HARRY S. TRUMAN PRESIDENTIAL LIBRARY AND MUSEUM. EACH YEAR, MUSEUM VISITORS, PROGRAM PARTICIPANTS, RESEARCHERS, STUDENTS, AND TEACHERS BENEFIT FROM WORLD-CLASS MUSEUM EXHIBITS, NATIONALLY ACCLAIMED EDUCATION PROGAMS, PUBLIC PROGRAMMING, RESEARCH GRANTS, AND MORE. "MAKE NO LITTLE PLANS. MAKE THE BIGGEST PLAN YOU CAN THINK OF AND SPEND THE REST OF YOUR LIFE CARRYING IT OUT." - HARRY S. TRUMAN IN RECOGNITION OF THE 75TH ANNIVERSARY OF TRUMAN'S PRESIDENCY, THE TRUMAN LIBRARY AND TRUMAN LIBRARY INSTITUTE DEVELOPED A MOMENTOUS PLAN TO USE TRUMAN'S LIFE AND LEGACY TO INFORM, INSPIRE, EDUCATE, AND ENGAGE A 21ST-CENTURY AUDIENCE AT AN INCREASINGLY CRITICAL TIME IN OUR NATION'S HISTORY. AT THE HEART OF THE PLAN IS A COMPLETE RENOVATION OF THE TRUMAN MUSEUM, NOW NEARING COMPLETE. A SUCCESSFUL $33-MILLION CAPITAL CAMPAIGN (INCREASED FROM THE ORIGINAL $25-MILLION GOAL), WILL MAKE POSSIBLE ALL-NEW EXHIBITS AND VISITOR EXPERIENCES IN MUSEUM, ENHANCED EDUCATION PROGRAMS, EXPANDED PUBLIC PROGRAMS, AND ENDOWMENT SUPPORT. THE TRUMAN MUSEUM OFFICIALLY CLOSED TO THE PUBLIC ON JULY 23, 2019 FOR A YEAR-LONG MAJOR RENOVATION. THE OUTBREAK OF THE NOVEL CORONAVIRUS PANDEMIC IN THE SPRING OF 2020 COMPLICATED REOPENING PLANS SLATED FOR THE FALL OF 2020; GOVERNMENTAL ENTITIES AND NON-ESSTENTIAL BUSINESSES WERE PROMPTED TO IMPLEMENT PREVENTATIVE AND PROTECTIVE MEASURES FOR THE REMAINDER OF 2020. ALTHOUGH DISRUPTIVE TO SOME PROGRAMMING, THE INSTITUTE AND LIBRARY STAFFS PIVOTED AND ADAPTED TO THE SITUATION DURING THE TRUMAN LIBRARY AND MUSEUM'S CLOSURE, AND WE CONTINUE TO FIND NEW WAYS TO CONNECT WITH OUR PATRONS. A MESSAGE FROM THE INSTITUTE'S EXECUTIVE DIRECTOR MORGAN A. BURDEN: AS I REFLECT ON THE TRUMAN LIBRARY INSTITUTE'S EFFORTS OVER THE PAST YEAR IN LIGHT OF ALL WE'VE BEEN THROUGH, I AM AMAZED BY THE SIGNIFICANT PROGRESS OUR INCREDIBLE TEAM MADE IN ADVANCING OUR MISSION. WE WERE, OF COURSE, VERY DISAPPOINTED THAT THE PANDEMIC FORCED US TO ALTER OUR PLANS TO COMMEMORATE THE 75TH ANNIVERSARY OF TRUMAN'S PRESIDENCY. DESPITE THIS, I AM PROUD OF THE FACT THAT THE TRUMAN LIBRARY INSTITUTE AND TRUMAN LIBRARY STAFF ROSE TO THE OCCASION AND DID A WONDERFUL JOB SHARING AND CELEBRATING HARRY TRUMAN'S LEGACY VIRTUALLY. THANKS TO THESE EFFORTS - AND THE INCREDIBLE SUPPORT WE RECEIVED FROM DONORS AND FRIENDS - 2020 WAS, IN FACT, A GREAT YEAR FOR TRUMAN. HERE ARE JUST A FEW HIGHLIGHTS: THE TRUMAN LIBRARY'S $26-MILLION RENOVATION IS APPROACHING A SUCCESSFUL CONCLUSION. THE CONSTRUCTION PHASE OF THE PROJECT IS COMPLETE AND THE INSTALLATION OF THE NEW TRUMAN EXHIBITION IS NEARLY FINISHED. PROGRESS CONTINUES ON THE FINAL ELEMENTS OF THE PLAN WITH THE EXPECTED COMPLETION DATE JUST A FEW WEEKS AWAY. WE LOOK FORWARD TO SHARING THE INCREDIBLE NEW TRUMAN EXHIBITION WITH YOU AS SOON AS CONDITIONS ALLOW THE LIBRARY TO REOPEN. IN THE MEANTIME, WE WILL CONTINUE TO OFFER UPDATES VIA EMAIL, OUR WEBSITE, AND SPECIAL PRESENTATIONS. IN MARCH 2020, WE QUICKLY TRANSFORMED OUR PROGRAMMING, MARKETING, AND OUTREACH STRATEGIES AND, IN SO DOING, ENGAGED A BROADER, NATIONWIDE AUDIENCE WITH OUR 75TH COMMEMORATIONS. THE RESPONSE TO THIS ENHANCED DIGITAL OUTREACH, WHICH INCLUDED TARGETED SOCIAL MEDIA CAMPAIGNS, EXPANDED MARKETING, AND INFORMATIVE WEBINARS, WAS TREMENDOUS - FAR SURPASSING OUR EXPECTATIONS FOR PARTICIPATION AND ENGAGEMENT. THE "STAY TRU" CAMPAIGN CONTINUED TO SECURE FUNDING FOR ALL OF OUR STRATEGIC PRIORITIES. TO DATE, MORE THAN 16,000 DONORS FROM ACROSS THE COUNTRY HAVE CONTRIBUTED $32 MILLION TOWARDS OUR $33-MILLION CAMPAIGN GOAL. THANKS TO YOUR INCREDIBLE RESPONSE, WE'VE FULLY FUNDED PHASE I OF THE CAPITAL PROJECT, SECURED VITAL SUPPORT FOR OUR PROGRAMMING AND EDUCATIONAL ACTIVITIES, AND STRENGTHENED THE LONG-TERM SUSTAINABILITY OF THE INSTITUTE BY GROWING THE TRUMAN ENDOWMENT. FUNDRAISING WILL CONTINUE AS WE SEEK SUPPORT FOR PHASE II CAPITAL PROJECTS, SIGNIFICANT 75TH ANNIVERSARY COMMEMORATIONS, AND OTHER IMPORTANT PRIORITIES. (ADDITIONAL INFORMATION ABOUT THE TRUMAN RENOVATION AND STAY TRU CAMPAIGN ARE AVAILABLE VIA THE TRUMANLIBRARYINSTITUTE.ORG WEBSITE.) 2021 WILL BRING THE CULMINATION OF FIVE YEARS OF RESEARCH, PLANNING, COMMUNITY ENGAGEMENT, CONSTRUCTION, COLLABORATION, AND FUNDRAISING. IT IS AN EXCITING AND IMPORTANT TIME FOR THE TRUMAN LIBRARY AND THOSE OF US WHO WORK TO ADVANCE PRESIDENT TRUMAN'S LEGACY. WE HAVE A LOT TO BE PROUD OF AND, BECAUSE OF THIS, WE HAVE MUCH TO LOOK FORWARD TO AND CELEBRATE IN THE COMING MONTHS, INCLUDING THE INFORMAL REOPENING AND FORMAL REDEDICATION OF THE HARRY S. TRUMAN PRESIDENTIAL LIBRARY AND MUSEUM; THE INSTALLATION OF THE NEW TRUMAN STATUE IN THE U.S. CAPITOL STATUARY HALL IN WASHINGTON DC; AND, 75TH ANNIVERSARY OBSERVANCES OF HISTORIC MOMENTS THAT OCCURRED DURING TRUMAN'S SECOND YEAR IN OFFICE. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S BUDGET, FINANCE, AND INVESTMENT COMMITTEE AND ALSO ALL ACCOUNTING PERSONNEL. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S BUDGET, FINANCE, AND INVESTMENT COMMITTEE AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C AT THE TIME OF HIRE OR ELECTION (IN THE CASE OF DIRECTORS) AND ANNUALLY HEREAFTER, THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES SHALL PROVIDE THE APPLICABLE CONFLICT OF INTEREST DISCLOSURES WHICH WILL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH IT IS BELIEVED A CONFLICT MAY ARISE. IF A CONFLICT ARISES, THE OFFICER, DIRECTOR, OR KEY EMPLOYEE ABSTAINS FROM THE VOTE OF THE CONFLICTED TRANSACTION. AN APPROPRIATE REPORT SHALL BE SUBMITTED TO THE BOARD'S EXECUTIVE COMMITTEE CONCERNING ANY CONFLICT OF INTEREST DISCLOSED FOR MONITORING. FORM 990, PART VI, SECTION B, LINE 15 THE TRUMAN LIBRARY INSTITUTE UTILIZES THE FOLLOWING: 1. COLLECTION AND USE OF COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS OR INSTITUTIONS WHICH CAN INCLUDE LOCAL AND REGIONAL NONPROFITS AND MUSEUMS, AS WELL AS REGIONAL AND NATIONAL PRESIDENTIAL LIBRARY FOUNDATIONS. BASE SALARIES WILL BE POSITIONED TO QUALIFICATIONS, EXPERIENCE, PERFORMANCE AND TENURE. 2. THE BOARD CHAIR WILL APPOINT A COMPENSATION SUBCOMMITTEE OF THE BUDGET, FINANCE AND INVESTMENT COMMITTEE. THE SUBCOMMITTEE, WHICH INCLUDES THE BOARD CHAIR, WILL DETERMINE THE TOTAL COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR SHALL MAKE RECOMMENDATIONS FOR THE SALARIES AND INCENTIVE PAYMENTS FOR OTHER EXECUTIVES OR SALARIED EMPLOYEES. THESE AMOUNTS WILL BE PROVIDED ANNUALLY TO THE COMPENSATION SUBCOMMITTEE FOR REVIEW AND APPROVAL. THE SUBCOMMITTEE WILL REPORT THE AGGREGATE INCREASES TO THE BUDGET, FINANCE AND INVESTMENT COMMITTEE, THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS FOR APPROVAL VIA THE ANNUAL FISCAL YEAR BUDGET PROCESS OR ANY SUBSEQUENT BUDGET AMMENDMENT REQUESTS THAT MAY FOLLOW. 3. THE INSTITUTE WILL RETAIN CONCURRENT WRITTEN OR ELECTRONIC DOCUMENTATION OF COMPENSATION DECISIONS AS THEY ARE MADE THAT WILL INCLUDE THE FOLLOWING INFORMATION: A) THE TERMS OF THE COMPENSATION AND THE DATE IT WAS APPROVED; B) THE COMPARABILITY DATA; C) THE COMPENSATION SUBCOMMITTEE MEMBERS WHO WERE PRESENT DURING THE DEBATE AND THOSE WHO VOTED TO APPROVE A COMPENSATION DECISION; D) ANY ACTIONS TAKEN WITH RESPECT TO THE INVOLVEMENT OF A MEMBER WHO MAY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E EXHIBITS: PROGRAM SERVICE EXPENSES 26,346. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,346. WHITE HOUSE DECISION CENTER: PROGRAM SERVICE EXPENSES 26,019. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,019. ANNUAL MEMBERSHIP PROGRAMS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 10,836. TOTAL EXPENSES 10,836. EDUCATION: PROGRAM SERVICE EXPENSES 7,503. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,503. CONTINGENCY/OTHER: PROGRAM SERVICE EXPENSES 3,973. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,973. VOLUNTEER/INTERN SERVICES: PROGRAM SERVICE EXPENSES 173. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 173. FORM 990, PART IV, LINE 12 & PART XII, LINE 2B & 2C THE FINANCIAL STATEMENTS WERE AUDITED, HOWEVER, THE FINANCIAL STATEMENTS WERE PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THE ORGANIZATION DOES HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. ACCOUNTING METHOD USED TO PREPARE FORM 990 FORM 990, PART XII, LINE 1 THE ACCOUNTING METHOD USED TO PREPARE THE FORM 990 IS THE MODIFIED CASH BASIS OF ACCOUNTING. THIS IS THE SAME METHOD IN WHICH THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE PREPARED.