2021-11-15T11:49:22-06:00 2020-12-31 BEVERLY POWELL CPA LLC 115 E WALNUT ST INDEPENDENCE MO 64050 990 2020-01-01 431482136 TRUMAN HEARTLAND COMMUNITY FOUNDATION TRUM 8168368189 4200 LITTLE BLUE PARKWAY SUITE 340 INDEPENDENCE MO 64057 PHILLIP HANSON PRESIDENT/CEO 2021-11-15 true PHILLIP HANSON XXX-XX-XXXX BEVERLY POWELL P00623829 8168330078 2021-11-15 X 2020 2022-09-23 18:48:47Z PHILLIP HANSON 439 E 64TH TERRACE KANSAS CITY MO 64131 10677377 false X WWW.THCF.ORG X 1982 MO THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. 27 27 10 337 0 8806222 8141442 0 1470579 1645920 629851 764590 10906652 10551952 4692386 5268653 0 644747 631157 0 181813 879260 910532 6216393 6810342 4690259 3741610 54413088 61120063 12575934 12243669 41837154 48876394 X THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. false false 6222705 5268653 TRUMAN HEARTLAND COMMUNITY FOUNDATION STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2020 HIGHLIGHTS TRUMAN HEARTLAND COMMUNITY FOUNDATION HAS DEMONSTRATED THE EFFECT OF PRIVATE GIVING FOR THE PUBLIC GOOD FOR MORE THAN 38 YEARS IN EASTERN JACKSON COUNTY AND SURROUNDING COMMUNITIES. NEVER HAS THIS WORK BEEN MORE IMPORTANT THAN IT WAS IN 2020. THOUGH WE WERE UNABLE TO GATHER, MEET, OR CELEBRATE IN PERSON DUE TO THE COVID-19 PANDEMIC, OUR COMMUNITY FACED THE CHALLENGES WITH AN OUTPOURING OF GENEROSITY. GRANTS MADE FROM ALL FUNDS, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS, AND THE ANNUAL COMMUNITY GRANTS PROGRAM, REACHED 5.3 MILLION. THERE ARE NOW MORE THAN 700 FUNDS, INCLUDING 38 NEW FUNDS ESTABLISHED IN 2020. THE ANNUAL COMMUNITY GRANTS COMMITTEE, INCLUDING REPRESENTATIVES FROM THE FOUR ADVISORY BOARDS AND YOUTH ADVISORY COUNCIL, AWARDED 51 GRANTS TO NONPROFIT ORGANIZATIONS PERTAINING TO HEALTH AND WELFARE, ARTS AND CULTURE, COMMUNITY BETTERMENT, EDUCATION, AND MISSOURI WILDLIFE CONSERVATION TOTALING 310,810. SCHOLARSHIPS WERE AWARDED TO 326 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE, AND TECHNICAL STUDENTS, TOTALING 485,813 TO SUPPORT CONTINUING EDUCATION. THE 124 SCHOLARSHIPS WERE FUNDED THROUGH DONORS' DEDICATION AND GIVING. THE HEARTLAND LEGACY SOCIETY, COMPRISED OF INDIVIDUALS WHO THROUGH THEIR ESTATE PLANS CHOOSE TO LEAVE A LASTING LEGACY OF PHILANTHROPY, GREW BY 8, BRINGING THE TOTAL MEMBERSHIP TO 173. THEIR THOUGHTFUL PLANNING AND GENEROSITY DURING SUCH A DIFFICULT TIME WILL CONTINUE TO BENEFIT OUR COMMUNITY FAR INTO THE FUTURE. WITH 60,000 IN SUPPORT FROM EWING MARION KAUFFMAN FOUNDATION AND 120,000 IN FUNDHOLDER CONTRIBUTIONS, THE JOB SKILLS FOR NEW CAREERS INITIATIVE IMPROVED THE ECONOMIC STATUS OF 81 EASTERN JACKSON COUNTY PARTICIPANTS BY PROVIDING THEM WITH A PATHWAY TO HIGHER-PAYING, IN-DEMAND CAREERS THROUGH JOB SKILLS TRAINING, FINANCIAL COACHING, AND MENTORSHIP. JOB SKILLS FOR NEW CAREERS IS A COLLABORATION OF FOUR KEY ORGANIZATIONS: COMMUNITY SERVICES LEAGUE, KC SCHOLARS, MID-CONTINENT PUBLIC LIBRARY, AND THE UNIVERSITY OF CENTRAL MISSOURI. COVID-19 DISPROPORTIONALLY IMPACTED LOW-INCOME INDIVIDUALS AND FAMILIES. BY UTILIZING EACH ORGANIZATION'S UNIQUE ASSETS, APPLICANTS RECEIVED FREE TRAINING IN FIELDS THAT PAY LIVING WAGES AND CONTINUE TO BE IN HIGH DEMAND IN OUR REGION, INCLUDING HEALTHCARE AND SKILLED INDUSTRIAL TRADES. THE THCF YOUTH ADVISORY COUNCIL (YAC) INCLUDED 120 STUDENTS FROM 12 LOCAL HIGH SCHOOLS. IN A TYPICAL YEAR, STUDENTS LEARN ABOUT PHILANTHROPY AND GAIN HANDS-ON EXPERIENCE IN FUNDRAISING, GRANTMAKING, AND VOLUNTEERISM. IN 2020, HOWEVER, WE WERE UNABLE TO HOLD OUR ANNUAL FOOD DRIVE OR FUNDRAISER. THANKS TO VIDEO CONFERENCING, YAC STUDENTS REMAINED SOCIALLY DISTANT BUT ACTIVE PARTICIPANTS OF THE COMMUNITY GRANTS COMMITTEE AND OFFERED SUPPORT TO VARIOUS NONPROFIT ORGANIZATIONS UTILIZING THEIR ENDOWMENT. THE TOAST TO OUR TOWNS GALA COMMITTEE, CHAIRED BY CANDY WHITE, PIVOTED FROM THE USUAL ANNUAL BLACK-TIE GALA TO CREATE A VIBRANT VIRTUAL EVENT WITH MORE THAN 80 WATCH PARTNERS. AS ALWAYS, THE EVENT SHOWCASED THE FOUNDATION'S WORK IN THE COMMUNITY. IT INTRODUCED SPONSORS AND GUESTS TO THE WONDERFUL GROUP OF HONOREES AND OUTSTANDING CITIZENS WHO RECEIVED RIGHTFUL RECOGNITION FOR THEIR UNWAVERING COMMITMENT TO COMMUNITY IMPROVEMENT. EVEN IN A VIRTUAL FORMAT, THE COMMITTEE GENERATED NEARLY 146,764 IN PROCEEDS FOR USE BY THE FOUNDATION FOR GENERAL OPERATIONS. 6222705 true true false true false true false false false true true false false false true false true false false false false false false false true false false true true true false false false false false false false false true false false false true false false false false true 12 0 10 true false false false false true true true true false false false false false false false false X 27 27 false false false false false false false true true true true true true true true true true true true true false MO X X X BRIDGET STOPPELMAN TRUMAN HEARTLAND COMMUNITY FOUNDATI 8168368189 4200 LITTLE BLUE PARKWAY STE 340 INDEPENDENCE MO 64057 PHILLIP HANSON PRESIDENT/CE 40.00 X 157311 0 6716 BRIDGET STOPPELMAN CFO 40.00 X 85280 0 4011 BEVERLY POWELL CIO 15.00 X 51327 0 2653 CINDY CAVANAH DIRECTOR 2.00 X 0 0 0 MICHELE CRUMBAUGH DIRECTOR 2.00 X 0 0 0 LINDA GERDING DIRECTOR 2.00 X 0 0 0 JULIA HAMPTON DIRECTOR 2.00 X 0 0 0 HELEN HATRIDGE DIRECTOR 2.00 X 0 0 0 CLIFFORD JONES DIRECTOR 2.00 X 0 0 0 MIKE KELLY DIRECTOR 2.00 X 0 0 0 BARBARA KOIRTYOHANN DIRECTOR 2.00 X 0 0 0 BRET KOLMAN DIRECTOR 2.00 X 0 0 0 DAVE MAYTA DIRECTOR 2.00 X 0 0 0 TRACEY MERSHON PAST CHAIR/D 2.00 X X 0 0 0 MELANIE MOENTMANN CHAIR/DIRECT 2.00 X X 0 0 0 MARTY NAPIER DIRECTOR 2.00 X 0 0 0 ROSALIE NEWKIRK DIRECTOR 2.00 X 0 0 0 STEVE NOLL DIRECTOR 2.00 X 0 0 0 STEVE POTTER VICE CHAIR/D 2.00 X 0 0 0 RANDY RHOADS DIRECTOR 2.00 X 0 0 0 STAN SALVA DIRECTOR 2.00 X 0 0 0 KAREN SCHULER SECRETARY/DI 2.00 X X 0 0 0 BRIDGETTE SHAFFER DIRECTOR 2.00 X 0 0 0 ALLAN THOMPSON DIRECTOR 2.00 X 0 0 0 MONTIE TRIPP DIRECTOR 2.00 X 0 0 0 JEFF WALTERS TREASURER/DI 2.00 X X 0 0 0 MICHAEL WATKINS DIRECTOR 2.00 X 0 0 0 LYNETTE WHEELER DIRECTOR 2.00 X 0 0 0 CANDY WHITE DIRECTOR 2.00 X 0 0 0 DYAN ZIMMERMAN DIRECTOR 2.00 X 0 0 0 293918 13380 1 false true false 216624 7924818 1845519 8141442 1058126 1058126 587794 587794 587794 587794 129804 216624 125425 4379 2434 ADMINISTRATION INCOME 642211 642211 PPP LOAN PROCEEDS 115100 115100 MISCELLANEOUS INCOME 2900 2900 760211 10551952 587794 1820771 4782840 4782840 485813 485813 297526 93625 135082 68819 270147 125255 81326 63566 20475 6845 10033 3597 43009 16647 16324 10038 2659 2659 10800 10800 19569 9438 9415 716 28449 11714 11378 5357 71361 18437 34279 18645 26528 26528 1012 253 506 253 1398 1398 14486 14486 ADMINISTRATIVE FEES 656521 656521 MARKETING/RECRUITING EXPE 34621 26788 7833 INSURANCE 11790 896 10354 540 CREDIT CARD FEES 7457 7457 23881 6964 14468 2449 6810342 6222705 405824 181813 X 1065021 1533043 3894106 4546474 5162 264330 13153 13484 138817 123549 29753 15268 49405893 54747464 54413088 61120063 69747 47030 12506187 12196639 12575934 12243669 X 39264253 46231867 2572901 2644527 41837154 48876394 54413088 61120063 X 3741610 2301835 995795 X false true X true false X 5567525 5908104 7061948 8806222 8141442 35485241 5567525 5908104 7061948 8806222 8141442 35485241 4310801 31174440 972350 1083811 1660997 1215116 1058126 5990400 505766 518067 570049 634331 760211 2988424 44464065 64580 0.70110 0.71920 X PART II, LINE 10 MISCELLANEOUS INCOME 18,633 ADMINISTRATION INCOME 2,854,691 PPP LOAN FORGIVEN 115,100 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6222705 6222705 461135 115284 437582 432375 461135 1331092 1996638 6000 1351 7351 109396 108094 115284 332774 499161 6000 1351 7351 SCHEDULE C, PART I-A, LINE 1 NONE SCHEDULE C, PART II-A TRUMAN HEARTLAND DID NOT MAKE ANY LOBBYING EXPENDITURES FOR ANY OF THE FOLLOWING YEARS: 2016 2017 2020 265 493 2012299 6025455 1912774 3445861 13093700 47621894 true true 28353148 4690243 3615351 2405319 2329 330900 33920194 20205898 6144648 3752293 1425549 172 323970 28353148 22228731 1216434 -1452340 1485446 1320 300161 20205898 17773218 3325273 2832312 1411984 424 289664 22228731 16105610 1823869 1090682 994142 833 251968 17773218 0.91000 0.01000 0.08000 false false 99608 93655 5953 39209 29894 9315 15268 AGENCY FUNDS 11702601 LIAB UNDER SPLIT-INT AGREEMENTS 494038 12196639 12689937 2301835 44720 -208570 2137985 10551952 10551952 5650697 44720 -1204365 -1159645 6810342 6810342 SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 13,363 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 125,425 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 71,626 INCOME RELATED TO AGENCY FUNDS -419,332 UNLOCATED DIFFERENCE AUDIT REPORT 348 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO AGENCY FUNDS -1,186,465 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 125,425 ADMINISTRATIVE FEES - AGENCIES -143,325 GALA - THCF 181530 143244 38286 19418 15349 ROTARY CARNIVAL 131299 45770 85529 3904 35697 13749 33264 2 29410 27610 1800 850 342239 216624 125615 3904 55115 13749 49463 122231 3384 true ALL-N-ONE OUTDOOR SOLUTIONS PO BOX 105888 JEFFERSON CITY MO 65109 10652 INVOICE PAYMENT ALL-N-ONE OUTDOOR SOLUTIONS PO BOX 105888 JEFFERSON CITY MO 65109 15411 PARK IMPROVEMENTS AMERICAN CANCER SOCIETY PO BOX 22478 OKLAHOMA CITY OK 73123 131788491 501C3 13747 ANNUAL DISTRIBUTION AM LEBANESE SYRIAN ASSOC CHARITIES 501 ST JUDE PLACE MEMPHIS TN 38105 351044585 501C3 20472 ANNUAL DISTRIBUTION AMERICAN RED CROSS PO BOX 37839 BOONE IA 500370839 530196605 501C3 13747 ANNUAL DISTRIBUTION BANK OF AMERICA CHAR GIFT FUND 100 FEDERAL STREET BOSTON MA 02110 046010342 501C3 21602 1ST DIST TO CLOSE FU BLUE SPRINGS EDUCATION FOUNDATION 1801 NW VESPER ST BLUE SPRINGS MO 64015 462948172 501C3 25000 GENERAL SUPPORT BLUE SPRINGS HISTORICAL SOCIETY PO BOX 762 BLUE SPRINGS MO 64013 431108906 501C3 8910 GENERAL SUPPORT BRIGHTSTONE INC PO BOX 682966 FRANKLIN TN 37068 621783260 501C3 10000 GENERAL SUPPORT BY THE HAND CLUB FOR KIDS PO BOX 10043 CHICAGO IL 60610 203144284 501C3 50000 GENERAL SUPPORT CELEBRATION ON STERLING 3601 S STERLING AVE INDEPENDENCE MO 64052 430889029 501C3 156862 FUND CLOSURE PAYOUT CELEBRATION ON STERLING 3601 S STERLING AVE INDEPENDENCE MO 64052 430889029 501C3 16623 FUND CLOSURE PAYOUT CELEBRATION ON STERLING 3601 S STERLING AVE INDEPENDENCE MO 64052 430889029 501C3 65830 FINAL DISBURSEMENT CELEBRATION ON STERLING 3601 S STERLING AVE INDEPENDENCE MO 64052 430889029 501C3 6969 FINAL DISBURSEMENT CELEBRATION ON STERLING 3601 S STERLING AVE INDEPENDENCE MO 64052 430889029 501C3 6976 FINAL DISBURSEMENT CELEBRATION ON STERLING 3601 S STERLING AVE INDEPENDENCE MO 64052 430889029 501C3 16607 FUND CLOSURE PAYOUT CELEBRATION ON STERLING 3601 S STERLING AVE INDEPENDENCE MO 64052 430889029 501C3 9855 FUND CLOSURE PAYOUT CHILDREN'S MERCY HOSPITALS & CLINIC 2401 GILLHAM ROAD KANSAS CITY MO 64108 440605373 501C3 10000 CMH EAST EXPANSION CHRISTIAN CHURCH OF GREATER KANSAS 9401 JOHNSON DRIVE MERRIAM KS 66203 440558472 501C3 9042 ANNUAL DISTRIBUTION CLINTON UNITED METHODIST CHURCH 601 S 4TH STREET CLINTON MO 64735 440590276 501C3 10000 GENEARL SUPPORT COLLEGE OF THE OZARKS PO BOX 17 POINT LOOKOUT MO 65726 440556862 501C3 16442 ANNUAL DISTRIBUTION COMMUNITY BIBLE STUDY 790 STOUT ROAD COLORADO SPRINGS CO 80921 510233462 501C3 10000 GENERAL & TV SUPPORT COMMUNITY LINC PO BOX 32697 KANSAS CITY MO 64171 431506591 501C3 40803 GENERAL SUPPORT COMMUNITY LINC PO BOX 32697 KANSAS CITY MO 64171 431506591 501C3 20000 HOMLESS HOUSING COMMUNITY OF CHRIST 1001 W WALNUT INDEPENDENCE MO 64050 440552038 501C3 13000 GENERAL SUPPORT COMMUNITY OF CHRIST - CONERSTONE PO BOX 3264 INDEPENDENCE MO 64055 501C3 10692 80% TO CLOSE FUND COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501C3 10000 COMMUNITY GRANT COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501C3 165000 JOB SKILLS FOR NEW C COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501C3 10000 SMALL DOLLAR LOANS COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501C3 10229 EXPENSE REIMBURSEMEN COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501C3 25000 JELLEY GRANT COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501C3 10202 EXPENSE REIMBURSEMEN CORPORATE COPY PRINT 111 S MAIN INDEPENDENCE MO 64050 431775551 5535 MARDI GRAS 2020 EXPE COURAGEOUS LIFE CHURCH 17310 E US HWY 40 INDEPENDENCE MO 64055 455011117 501C3 10000 GENERAL SUPPORT CRECER FOUNDATION PO BOX 399 DESOTO KS 66018 205197207 501C3 15000 SEMINARY BUILDING CROSSLINE CHURCH 23331 MOULTON PARKWAY LAGUNA HILLS CA 92653 731721664 7500 GENERAL SUPPORT DEBBIE MILLER CONSULTING INC 47 SPYGLASS DRIVE LITTLETON CO 80123 861118323 8986 LEARNING LABS DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501C3 6313 JELLEY GRANT DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501C3 11640 COMPASS PROGRAM DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501C3 25000 GENERAL SUPPORT DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501C3 12500 COMPASS & ST. OUTREA DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501C3 5950 YOUTH FINANCIAL SUPP DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501C3 20000 JELLEY GRANT EMMAUS HOMES 3731 MUELLER ROAD ST CHARLES MO 63301 430653309 501C3 7648 ANNUAL DISTRIBUTION FELLOWSHIP BIBLE CHURCH 1210 FRANKLIN ROAD BRENTWOOD TN 37027 621660360 19000 GENERAL SUPPORT FELLOWSHIP BIBLE CHURCH 1210 FRANKLIN ROAD BRENTWOOD TN 37027 621660360 40000 GLOBAL CHRISTMAS FIRST BAPTIST CHURCH OF OAK GROVE 400 SE 14TH STREET OAK GROVE MO 64075 440601679 501C3 25000 YOUTH BUILDING FUND FRY & ASSOCIATES INC 101 E 15TH AVE NORTH KANSAS CITY MO 64116 431328009 501C3 7688 DOG PARK GATEWAY CHURCH OF BLUE SPRINGS 5600 SW WOODS CHAPEL ROAD BLUE SPRINGS MO 64015 364514694 501C3 9000 MERCY MINISTRIES GATEWAY CHURCH OF BLUE SPRINGS 5600 SW WOODS CHAPEL ROAD BLUE SPRINGS MO 64015 364514694 501C3 25000 MERCY MINISTRIES GOOD SHEPHERD CARE COMMUNITY 202 S WEST 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SOUTH CRYSLER INDEPENDENCE MO 64055 436050228 501C3 10000 OPERATING EXPENSES KANSAS CITY SCHOLARS INC 8080 WARD PARKWAY SUITE 402 KANSAS CITY MO 64114 813287932 501C3 37500 SCHOLARSHIPS KANSAS CITY SCHOLARS INC 8080 WARD PARKWAY SUITE 402 KANSAS CITY MO 64114 813287932 501C3 50000 MARDI GRAS 2020 KANSAS CITY METRO LIBRARY & INFO NE 15624 E US HIWAY 24 INDEPENDENCE MO 64050 431214124 501C3 20000 GENERAL SUPPORT KANSAS CITY PET PROJECT 7077 ELMWOOD AVE KANSAS CITY MO 64132 453067615 501C3 8901 ANNUAL DISTBURSEMENT KANSAS CITY SYMPHONY 1703 WYANDOTTE STREET SUITE 200 KANSAS CITY MO 64108 431297475 501C3 8000 GENERAL SUPPORT KINCAID INFORMATION TECHNOLOGY PO BOX 844725 KANSAS CITY MO 64184 13200 TRAINING LEE UNIVERSITY- FUNDRAISING 1120 N OCOEE ST CLEVELAND TN 37311 620502739 501C3 20000 SCHOLARSHIP LEE'S SUMMIT ACADEMY 601 NW LIBBY LN LEES SUMMIT MO 64063 431118190 501C3 9000 MUSIC PROGRAMS LEE'S SUMMIT UNDERWATER RECOVERY I P O BOX 6575 LEES SUMMIT MO 64064 431304163 501C3 8000 COMMUNITY 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PREMIUM RAYTOWN EMERGENCY ASSISTANCE PROGRA 9300 E 75TH STREET RAYTOWN MO 64138 431294275 501C3 5298 COMMUNITY GRANT RESTART INC 918 E 9TH STREET KANSAS CITY MO 64106 431349378 501C3 21098 ANNUAL DISTRIBUTION SCHOOL OF ECONOMICS 200 NW 14TH STREET BLUE SPRINGS MO 64015 431581206 501C3 9000 JELLEY GRANT SHOW-ME PRESENTATION RESOURCES 4501 BLUE RIDGE CUTOFF KANSAS CITY MO 64133 431386650 8414 MARDI GRAS 2020 SOCIETY FOR THE STUDY OF AMPHIBIANS 12615 ROCKFORD ROAD PLYMOUTH MN 55441 480939873 501C3 14500 GENERAL SUPPORT SOCIETY FOR THE STUDY OF AMPHIBIANS 12615 ROCKFORD ROAD PLYMOUTH MN 55441 480939873 501C3 6200 GENERAL SUPPORT SOCIETY FOR THE STUDY OF AMPHIBIANS 12615 ROCKFORD ROAD PLYMOUTH MN 55441 480939873 501C3 64366 GENERAL SUPPORT ST JOHN FRANCIS REGIS PARISH 8941 JAMES A REED ROAD KANSAS CITY MO 64138 530196617 501C3 17000 GENERAL SUPPORT ST MICHAEL THE ARCHANGEL HIGH SCHO 2901 NW LEES SUMMIT ROAD LEES SUMMIT MO 64064 530196617 501C3 87500 SCHOLARSHIP SUPPORT STEPPINGSTONE-EVANGELICAL CHILDREN' 5100 NOLAND ROAD KANSAS CITY MO 64133 430654856 501C3 12056 ANNUAL DISTRIBUTION STEPPINGSTONE-EVANGELICAL CHILDREN' 5100 NOLAND ROAD KANSAS CITY MO 64133 430654856 501C3 7648 ANNUAL DISTRIBUTION SUPPORTING KIDS FOUNDATION PO BOX 15171 LENEXA KS 66285 272386653 501C3 25000 FAMILY SUPPORT SYMETRA LIFE INSURANCE PO BOX 34690 SEATTLE WA 98124 295000 INSURANCE PREMIUM TANG MATH LLC PO BOX 777850 HENDERSON NV 89077 842024498 21600 MATH PD TANG MATH LLC PO BOX 777850 HENDERSON NV 89077 842024498 14400 MATH PROBLEMS THE LITERACY LAB 4049 PENNSYLVANIA AVE SUITE 300 KANSAS CITY MO 64111 271777117 501C3 8000 JELLEY GRANT THE WASHINGTON CHORUS 3220 N STREET NW 230 WASHINGTON DC 20007 526054269 501C3 6000 TWC TV: DC SINGS THE WASHINGTON CHORUS 3220 N STREET NW 230 WASHINGTON DC 20007 526054269 501C3 8000 CANTATA FOR A BETTER THE WASHINGTON CHORUS 3220 N STREET NW 230 WASHINGTON DC 20007 526054269 501C3 20000 TWC CONNECTION PROGR TRUMAN MEDICAL CENTER CHARITABLE FO 2310 HOLMES SUITE 735 KANSAS CITY MO 64108 431194064 501C3 6000 COMMUNITY GRANT UNITED WAY OF GREATER HOUSTON PO BOX 3247 HOUSTON TX 77253 741167964 501C3 10000 COVID-19 RECOVERY UNITED WAY OF GREATER KANSAS CITY 801 W 47TH ST SUITE 500 KANSAS CITY MO 64112 440545812 501C3 25000 COVID-19 EFFORTS VICTORIAN SOCIETY OF THE VAILE MANS PO BOX 316 INDEPENDENCE MO 64051 431384217 501C3 10000 GENERAL SUPPORT VISITING NURSE ASSOCIATION CORPORAT 1500 MEADOW LAKE PARKWAY KANSAS CITY MO 64114 431337104 501C3 6000 COMMUNITY GRANT VISITING NURSE ASSOCIATION CORPORAT 1500 MEADOW LAKE PARKWAY KANSAS CITY MO 64114 431337104 501C3 22500 GENERAL SUPPORT WESTERN COLORADO UNIVERSITY FOUNDAT 909 E ESCALANTE DRIVE GUNNISON CO 81230 840709935 501C3 16437 GEIMAN FELLOWS EXPEN WOODS CHAPEL UNITED METHODIST CHURC 4725 NE LAKEWOOD WAY LEES SUMMIT MO 64064 431149705 501C3 6000 GENERAL SUPPORT WOODS CHAPEL UNITED METHODIST CHURC 4725 NE LAKEWOOD WAY LEES SUMMIT MO 64064 431149705 501C3 5600 NICARGUA HOUSING PRO WOODS CHAPEL UNITED METHODIST CHURC 4725 NE LAKEWOOD WAY LEES SUMMIT MO 64064 431149705 501C3 6000 GENERAL SUPPORT SCHOLARSHIPS 326 485813 SCHEDULE I, PAGE 1, PART I, LINE 2 AWARDS ARE PRESENTED AT OUR ANNUAL GRANTS AWARDS LUNCHEON IN NOVEMBER. HOWEVER, BEFORE ORGANIZATIONS RECEIVE THEIR COMMUNITY FOUNDATION FUNDING, A SIGNED AND RETURNED GRANT AGREEMENT FORM MUST BE RECEIVED BY TRUMAN HEARTLAND COMMUNITY FOUNDATION. THIS GOVERNING DOCUMENT OUTLINES THE LIMITS AND CONDITIONS OF FUNDING, UNDER WHICH THE GRANT HAS BEEN AUTHORIZED. REPORTING REQUIREMENTS INTERIM REPORT ORGANIZATIONS INTERESTED IN APPLYING FOR AN ADDITIONAL YEAR OF FUNDING, MUST SUBMIT AN INTERIM REPORT DESCRIBING MEANINGFUL OUTCOMES. THIS REPORT MUST ACCOMPANY THE LETTER OF INTEREST FOR THE ADDITIONAL YEAR OF FUNDING. FINAL REPORT ALL RECIPIENT ORGANIZATIONS, MUST SUBMIT A WRITTEN FINAL REPORT TO THCF AT THE CONCLUSION OF THE PROGRAM FUNDED, OR TWELVE MONTHS FROM THE DATE OF THE AWARD. THE REPORT SHOULD INCLUDE THE FOLLOWING: 1. EXPENDITURE OF GRANT FUNDS RECEIVED 2. OUTCOMES AND ACCOMPLISHMENTS MADE POSSIBLE THROUGH FUNDING 3. FOR ORGANIZATIONS HAVING RECEIVED MULTIPLE-YEAR FUNDING, PLEASE INCLUDE BASELINE DATA AND IMPROVEMENTS IN PROGRAM DELIVERY MADE AS A RESULT OF OUTCOMES MONITORING. X X X false false false false false false false false false PHILLIP HANSON PRESIDENT/CEO 152900 4411 6116 600 164027 X 108 1845519 FAIR MARKET VALUE false true true SCHEDULE M, PAGE 1, PART I, LINE 32B PUBLICLY TRADED SECURITIES ARE SOLD BY INVESTMENT BROKERS AS REQUIRED BY LAW. FORM 990, PAGE 1, PART I, LINE 6 BOARD MEMBERS ARE VOLUNTEERS. ADVISORY BOARD MEMBERS ARE VOLUNTEERS. ALL COMMITTEES OF THE ORGANIZATION ARE STAFFED BY VOLUNTEERS - DEVELOPMENT, NEEDS ASSESSMENT, FINANCE, INVESTMENT, HUMAN RESOURCES, GRANTS, SCHOLARSHIPS, GALA (FUND-RAISING EVENT), AUDIT, AND YOUTH ADVISORY COUNCIL. THE STAFF OF 9 SERVE AS LIASONS TO THE VARIOUS COMMITTEES. FORM 990, PAGE 2, PART III, LINE 4A TRUMAN HEARTLAND COMMUNITY FOUNDATION STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2020 HIGHLIGHTS TRUMAN HEARTLAND COMMUNITY FOUNDATION HAS DEMONSTRATED THE EFFECT OF PRIVATE GIVING FOR THE PUBLIC GOOD FOR MORE THAN 38 YEARS IN EASTERN JACKSON COUNTY AND SURROUNDING COMMUNITIES. NEVER HAS THIS WORK BEEN MORE IMPORTANT THAN IT WAS IN 2020. THOUGH WE WERE UNABLE TO GATHER, MEET, OR CELEBRATE IN PERSON DUE TO THE COVID-19 PANDEMIC, OUR COMMUNITY FACED THE CHALLENGES WITH AN OUTPOURING OF GENEROSITY. GRANTS MADE FROM ALL FUNDS, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS, AND THE ANNUAL COMMUNITY GRANTS PROGRAM, REACHED 5.3 MILLION. THERE ARE NOW MORE THAN 700 FUNDS, INCLUDING 38 NEW FUNDS ESTABLISHED IN 2020. THE ANNUAL COMMUNITY GRANTS COMMITTEE, INCLUDING REPRESENTATIVES FROM THE FOUR ADVISORY BOARDS AND YOUTH ADVISORY COUNCIL, AWARDED 51 GRANTS TO NONPROFIT ORGANIZATIONS PERTAINING TO HEALTH AND WELFARE, ARTS AND CULTURE, COMMUNITY BETTERMENT, EDUCATION, AND MISSOURI WILDLIFE CONSERVATION TOTALING 310,810. SCHOLARSHIPS WERE AWARDED TO 326 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE, AND TECHNICAL STUDENTS, TOTALING 485,813 TO SUPPORT CONTINUING EDUCATION. THE 124 SCHOLARSHIPS WERE FUNDED THROUGH DONORS' DEDICATION AND GIVING. THE HEARTLAND LEGACY SOCIETY, COMPRISED OF INDIVIDUALS WHO THROUGH THEIR ESTATE PLANS CHOOSE TO LEAVE A LASTING LEGACY OF PHILANTHROPY, GREW BY 8, BRINGING THE TOTAL MEMBERSHIP TO 173. THEIR THOUGHTFUL PLANNING AND GENEROSITY DURING SUCH A DIFFICULT TIME WILL CONTINUE TO BENEFIT OUR COMMUNITY FAR INTO THE FUTURE. WITH 60,000 IN SUPPORT FROM EWING MARION KAUFFMAN FOUNDATION AND 120,000 IN FUNDHOLDER CONTRIBUTIONS, THE JOB SKILLS FOR NEW CAREERS INITIATIVE IMPROVED THE ECONOMIC STATUS OF 81 EASTERN JACKSON COUNTY PARTICIPANTS BY PROVIDING THEM WITH A PATHWAY TO HIGHER-PAYING, IN-DEMAND CAREERS THROUGH JOB SKILLS TRAINING, FINANCIAL COACHING, AND MENTORSHIP. JOB SKILLS FOR NEW CAREERS IS A COLLABORATION OF FOUR KEY ORGANIZATIONS: COMMUNITY SERVICES LEAGUE, KC SCHOLARS, MID-CONTINENT PUBLIC LIBRARY, AND THE UNIVERSITY OF CENTRAL MISSOURI. COVID-19 DISPROPORTIONALLY IMPACTED LOW-INCOME INDIVIDUALS AND FAMILIES. BY UTILIZING EACH ORGANIZATION'S UNIQUE ASSETS, APPLICANTS RECEIVED FREE TRAINING IN FIELDS THAT PAY LIVING WAGES AND CONTINUE TO BE IN HIGH DEMAND IN OUR REGION, INCLUDING HEALTHCARE AND SKILLED INDUSTRIAL TRADES. THE THCF YOUTH ADVISORY COUNCIL (YAC) INCLUDED 120 STUDENTS FROM 12 LOCAL HIGH SCHOOLS. IN A TYPICAL YEAR, STUDENTS LEARN ABOUT PHILANTHROPY AND GAIN HANDS-ON EXPERIENCE IN FUNDRAISING, GRANTMAKING, AND VOLUNTEERISM. IN 2020, HOWEVER, WE WERE UNABLE TO HOLD OUR ANNUAL FOOD DRIVE OR FUNDRAISER. THANKS TO VIDEO CONFERENCING, YAC STUDENTS REMAINED SOCIALLY DISTANT BUT ACTIVE PARTICIPANTS OF THE COMMUNITY GRANTS COMMITTEE AND OFFERED SUPPORT TO VARIOUS NONPROFIT ORGANIZATIONS UTILIZING THEIR ENDOWMENT. THE TOAST TO OUR TOWNS GALA COMMITTEE, CHAIRED BY CANDY WHITE, PIVOTED FROM THE USUAL ANNUAL BLACK-TIE GALA TO CREATE A VIBRANT VIRTUAL EVENT WITH MORE THAN 80 WATCH PARTNERS. AS ALWAYS, THE EVENT SHOWCASED THE FOUNDATION'S WORK IN THE COMMUNITY. IT INTRODUCED SPONSORS AND GUESTS TO THE WONDERFUL GROUP OF HONOREES AND OUTSTANDING CITIZENS WHO RECEIVED RIGHTFUL RECOGNITION FOR THEIR UNWAVERING COMMITMENT TO COMMUNITY IMPROVEMENT. EVEN IN A VIRTUAL FORMAT, THE COMMITTEE GENERATED NEARLY 146,764 IN PROCEEDS FOR USE BY THE FOUNDATION FOR GENERAL OPERATIONS. FORM 990, PAGE 6, PART VI, LINE 9 CLIFFORD JONES 10501 E 57TH PLACE RAYTOWN, MO 64133 HELEN HATRIDGE 717 SW WINTERGARDEN DRIVE LEES SUMMIT, MO 64081 TRACEY MERSHON 31107 E LAKE CITY BUCKNER ROAD BUCKNER, MO 64016 BRIDGETTE SHAFFER 12983 WIDMER OLATHE, KS 66062 MONTIE TRIPP 37508 HUDSON ROAD OAK GROVE, MO 64075 CANDY WHITE 1025 SW SUMMIT FALLS DR LEE'S SUMMIT, MO 64081 KAREN SCHULER 537 NE VICTORIA COURT LEES SUMMIT, MO 64086 MICHELE CRUMBAUGH 908 LAKE DRIVE CT INDEPENDENCE, MO 64055 STEVE NOLL 4500 W 71ST TERR PRARIE VILLAGE, KS 66208 MICHAEL WATKINS 12200 E 89TH STREET KANSAS CITY, MO 64138 JULIA HAMPTON 26 SE 3RD STREET LEE'S SUMMIT, MO 64063 BRET KOLMAN 19600 E 39TH ST INDEPENDENCE, MO 64057 RANDY RHOADS 1060 NW HIGH POINT DRIVE LEE'S SUMMIT, MO 64081 DYAN ZIMMERMAN 601 NW JEFFERSON ST BLUE SPRINGS, MO 64014 MELANIE MOENTMANN 2701 BERRY AVE INDEPENDENCE, MO 64057 JEFF WALTERS 4200 LITTLE BLUE PARKWAY INDEPENDENCE, MO 64057 CINDY CAVANAH 416 NW POPLAR ST LEE'S SUMMIT, MO 64064 LINDA GERDING 1298 SW HEARTWOOD DRIVE LEE'S SUMMIT, MO 64081 ROSALIE NEWKIRK 21 SE MEADOWBROOK DRIVE LEES SUMMIT, MO 64082 BARBARA KOIRTYOHANN 412 NE THORNBERRY PLACE LEE'S SUMMIT, MO 64064 MARTY NAPIER 4305 S BUCKNER TARSNEY RD GRAIN VALLEY, MO 64029 STEVE POTTER 15616 E 24 HIGHWAY INDEPENDENCE, MO 64050 STAN SALVA 4026 N RIVER BLVD SUGAR CREEK, MO 64050 MIKE KELLY 5709 NE NORTHGATE LANE LEES SUMMIT , MO 64064 ALLAN THOMPSON 7823 RIDGEWAY AVE RAYTOWN, MO 64138 LYNETTE WHEELER 7900 LEE'S SUMMIT ROAD KANSAS CITY, MO 64139 DAVE MAYTA 10609 E 25TH TERR S INDEPENDENCE, MO 64052 FORM 990, PAGE 6, PART VI, LINE 11B TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY REVIEW OF 990 TRUMAN HEARTLAND COMMUNITY FOUNDATION IS COMMITTED TO PROVIDING ACCURATE AND TIMELY INFORMATION TO THE INTERNAL REVENUE SERVICE IN THE ANNUAL FILING OF THE REQUIRED FORM 990. PRIOR TO THE FILING OF THE 990, A COPY OF THE ENTIRE 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS BY EMAIL. THE FINANCE COMMITTEE WILL REVIEW THE EXECUTIVE SUMMARY OF THE 990 BEFORE THE FILING OF THE FORM. RESULTS OF THAT REVIEW WILL BE SUBMITTED TO THE ENTIRE BOARD OF DIRECTORS. SHOULD ANY MATERIAL DISCREPANCIES OR ERRORS BE NOTED DURING THE REVIEW, THE 990 WILL BE CORRECTED PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY CONFLICT OF INTEREST INTRODUCTION WHAT IS A CONFLICT OF INTEREST? THE LAW REQUIRES INDIVIDUALS WHO MANAGE AND GOVERN FOUNDATIONS ("FIDUCIARIES") TO EXERCISE DUE CARE IN ADMINISTERING THE CHARITY'S AFFAIRS. THIS REQUIREMENT IS KNOWN AS THE DUTY OF CARE. THE LAW ALSO PROHIBITS FIDUCIARIES FROM USING THEIR POSITION TO OBTAIN PERSONAL GAIN FOR THEMSELVES OR OTHERS AT THE CHARITY'S EXPENSE. THIS REQUIREMENT IS KNOWN AS THE DUTY OF LOYALTY. PAYING CAREFUL ATTENTION TO TRANSACTIONS WHERE THERE MAY BE A CONFLICT OF INTEREST ENSURES THAT A FIDUCIARY DOES NOT BREACH HIS OR HER DUTIES OF CARE AND LOYALTY TO THE ORGANIZATION. IT CAN ALSO HELP INSTILL PUBLIC TRUST BY DEMONSTRATING THAT FIDUCIARIES ARE COMMITTED TO MANAGING AN ORGANIZATION WITH THE UTMOST INTEGRITY AND GOOD FAITH AND IN THE BEST INTEREST OF THE ORGANIZATION AND ITS CHARITABLE MISSION. CONFLICTS OF INTEREST OCCUR IN OUR EVERYDAY LIVES WHEN MULTIPLE LOYALTIES PULL US TOWARD OPPOSITE COURSES OF ACTION. IN THE CONTEXT OF CHARITIES, A CONFLICT OF INTEREST MAY OCCUR WHEN PERSONAL INTERESTS PREVENT AN INDIVIDUAL FROM MAKING AN IMPARTIAL DECISION THAT IS IN THE BEST INTEREST OF THE CHARITY. APPLICABLE LEGAL STANDARDS AND PROHIBITIONS DIFFER DEPENDING ON WHETHER THE CHARITY INVOLVED IS A PUBLIC CHARITY OR A PRIVATE FOUNDATION, WHETHER THE TRANSACTION IS FINANCIAL OR NON-FINANCIAL IN NATURE, WHETHER STATE OR FEDERAL LAW IS MOST PERTINENT AND WHETHER THE CHARITY IS ORGANIZED AS A TRUST OR A CORPORATION. A WRITTEN CONFLICT OF INTEREST POLICY THAT IS ENFORCED PROVIDES SAFEGUARDS TO PREVENT TRANSACTIONS THAT MAY VIOLATE THE LAW OR A FIDUCIARY'S DUTY OF LOYALTY. A WRITTEN POLICY CAN ALSO HELP BOARDS SPOT TRANSACTIONS THAT GIVE THE APPEARANCE OF A CONFLICT OF INTEREST BEFORE THEY OCCUR. ARTICLE I: PURPOSE IRS PROVISION: THE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROTECT THIS TAX-EXEMPT ORGANIZATION'S (ORGANIZATION) INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. THIS POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE STATE AND FEDERAL LAWS GOVERNING CONFLICT OF INTEREST APPLICABLE TO NON-PROFIT AND CHARITABLE ORGANIZATIONS. ARTICLE II: DEFINITIONS 1. INTERESTED PERSON ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. 2. FINANCIAL INTEREST A PERSON HAS A FINANCIAL INTEREST IF THE PERSON HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT OR FAMILY: A.AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT. B.A COMPENSATION ARRANGEMENT WITH THE ORGANIZATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, OR C.A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. COMPENSATION INCLUDES DIRECT AND INDIRECT REMUNERATION AS WELL AS GIFTS OR FAVORS THAT ARE NOT INSUBSTANTIAL. A FINANCIAL INTEREST IS NOT NECESSARILY A CONFLICT OF INTEREST. UNDER ARTICLE III, SECTION 2, A PERSON WHO HAS A FINANCIAL INTEREST MAY HAVE A CONFLICT OF INTEREST ONLY IF THE APPROPRIATE GOVERNING BOARD OR COMMITTEE DECIDES THAT A CONFLICT OF INTEREST EXISTS. ARTICLE III: PROCEDURES 1. DUTY TO DISCLOSE IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST A.AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B.THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C.AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D.IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY A.IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B.IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. ARTICLE IV: RECORDS OF PROCEEDINGS THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: A.THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. B.THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. ARTICLE V: COMPENSATION A.A VOTING MEMBER OF THE GOVERNING BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. B.A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. C.NO VOTING MEMBER OF THE GOVERNING BOARD OR ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION. ARTICLE VI: ANNUAL STATEMENTS EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A.HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B.HAS READ AND UNDERSTANDS THE POLICY, C.HAS AGREED TO COMPLY WITH THE POLICY, AND D.UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. ARTICLE VII: PERIODIC REVIEWS TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A.WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B.WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHAR FORM 990, PAGE 6, PART VI, LINE 15A TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY COMPENSATION TRUMAN HEARTLAND COMMUNITY FOUNDATION (ORGANIZATION) UNDERSTANDS THAT IT WORKS WITHIN THE CONTEXT OF A BROADER MARKETPLACE, WHICH INCLUDES NOT ONLY OTHER NONPROFITS, BUT ALSO FOR-PROFIT AND GOVERNMENT ENTITIES. WHILE OPERATING IN THIS MARKETPLACE, IT IS THE FOUNDATION'S GOAL TO ATTRACT AND RETAIN QUALIFIED, SKILLED EMPLOYEES. TO THIS END, THE FOUNDATION WILL CONDUCT A MARKETPLACE SURVEY OF COMPARABLE WAGES, USING COMPARABLE JOB DESCRIPTIONS FROM THE NATIONAL AND LOCAL MARKETPLACE APPROXIMATELY EVERY YEAR. USING THESE MARKETPLACE COMPARISONS, MIDPOINTS AND SALARY RANGES WILL BE DEVELOPED. THE FOUNDATION WILL DEVELOP COMPENSATION AND BENEFIT GUIDELINES AS TO: SOURCE OF MARKETPLACE COMPARISONS TYPES OF COMPENSATION EXECUTIVE COMPENSATION POLICY, INCLUDING PROHIBITION OF LOANS FRINGE BENEFITS PROVIDED ANNUALLY, THE PERSONNEL COMMITTEE WILL REVIEW COMPENSATION AND BENEFITS OF EACH EMPLOYEE USING THE GUIDELINES DEVELOPED. THE COMMITTEE WILL BE COMPRISED OF INDEPENDENT BOARD OF DIRECTORS. THE COMMITTEE WILL RECOMMEND EXECUTIVE COMPENSATION PACKAGES TO THE BOARD OF DIRECTORS FOR APPROVAL. COMPENSATION WILL BE APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS AND RESULTS WILL BE DOCUMENTED AND RETAINED PERMANENTLY AS INDICATED IN THE DOCUMENT AND RETENTION POLICY. EXPENSE REIMBURSEMENT PLAN THE FOUNDATION WILL REIMBURSE EXPENSES INCURRED BY EMPLOYEES USING AN ACCOUNTABLE PLAN. ALL EXPENSES TO BE REIMBURSED WILL BE SUPPORTED BY A COPY OF THE RECEIPT FOR OUT OF POCKET EXPENSES. MILEAGE WILL BE REIMBURSED FOR AUTHORIZED TRAVEL ONLY UPON WRITTEN DOCUMENTATION OF MILES TRAVELED AND PURPOSE OF TRAVEL. EMPLOYMENT AGREEMENTS ANY EMPLOYMENT AGREEMENTS ENTERED INTO BETWEEN THE FOUNDATION AND AN EMPLOYEE WILL REFLECT THE TOTAL COMPENSATION FOR THE SERVICES TO BE RENDERED. OVERTIME THE FOUNDATION UNDERSTANDS THAT FROM TIME TO TIME IT IS NECESSARY TO WORK OVERTIME TO COMPLETE WORK WITHIN CERTAIN DEADLINES. TYPICALLY, OVERTIME IS VOLUNTARY; HOWEVER, THERE COULD BE SITUATIONS WHERE IT WOULD BE MANDATORY. OVERTIME IS DEFINED AS TIME WORKED OVER 40 HOURS IN A WORKWEEK (OUR WORKWEEK IS DEFINED AS SUNDAY THROUGH SATURDAY). HOURS WORKED DO NOT INCLUDE SICK TIME, VACATION, EMERGENCY DAY, OPTIONAL HOLIDAYS, OR FOUNDATION RECOGNIZED HOLIDAYS. WHEN A NON-EXEMPT EMPLOYEE WORKS OVERTIME, IT IS REPORTED ON THEIR TIME ALLOCATION FORM AND PAID AT 1 TIMES THEIR REGULAR RATE IN THE FOLLOWING PAYCHECK. OVERTIME PAY IS ALLOWABLE FOR NONEXEMPT EMPLOYEES ONLY WHEN PRE-APPROVED BY THE EMPLOYEE'S SUPERVISOR. FORM 990, PAGE 6, PART VI, LINE 15B SEE POLICY IN PART 15A FORM 990, PAGE 6, PART VI, LINE 19 TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY PUBLIC DISCLOSURE POLICY TRUMAN HEARTLAND COMMUNITY FOUNDATION IS COMMITTED TO PROVIDING READY PUBLIC ACCESS TO IMPORTANT FOUNDATION DOCUMENTS. THE FOLLOWING DOCUMENTS ARE AVAILABLE IN THE FOUNDATION OFFICE DURING NORMAL WORKING HOURS: TAX FORM 990 (ALSO AVAILABLE ON THE FOUNDATION WEBSITE) TAX FORM 990-T (IF FILED) TAX FORM 1023 ARTICLES OF INCORPORATION CORPORATE BY LAWS CONFLICT OF INTEREST POLICY ANNUAL REPORT - FINANCIAL STATEMENTS FOR THE PRIOR YEAR ARE INCLUDED IN THE ANNUAL REPORT. (ALSO AVAILABLE ON THE FOUNDATION WEBSITE) PUBLIC AVAILABILITY OF THE FORGOING DOCUMENTS WILL BE NOTED ON THE WEBSITE OF THE FOUNDATION AND IN THE ANNUAL REPORT. UPON REQUEST, THE FOLLOWING WILL BE PROVIDED TO CURRENT AND PROSPECTIVE FUND HOLDERS: CURRENT INVESTMENT POLICY INVESTMENT PERFORMANCE REPORTS CURRENT ROSTER OF INVESTMENT COMMITTEE MEMBERS INVESTMENT MANAGER FEES SCHEDULE ADMINISTRATIVE FEES SCHEDULE THE ANNUAL REPORTS ARE ON THE WEBSITE AND INCLUDE YEAR END UNAUDITED FINANCIAL INFORMATION. IN ADDITION, THE 990S ARE ALSO ON THE WEBSITE. LETTERHEAD AND WEBSITE WILL LIST CURRENT MEMBERS OF THE BOARD OF DIRECTORS FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 13,363 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 125,425 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 71,626 INCOME RELATED TO AGENCY FUNDS -419,332 UNLOCATED DIFFERENCE AUDIT REPORT 348 EXPENSES RELATED TO AGENCY FUNDS 1,186,465 FUNDRAISING EXPENSES OFFSET AGAINST INCOME -125,425 ADMINISTRATIVE FEES - AGENCIES 143,325 TOTAL 995,795 THCF REAL ESTATE LLC 4200 LITTLE BLUE PARKWAY STE 340 INDEPENDENCE MO 64057 471272132 REAL EST MO 90 TRUMAN HEA RTLAND COMMUNITY FOUNDATION TRUMAN HEARTLAND DID NOT MAKE ANY LOBBYING EXPENDITURES FOR ANY OF THE FOLLOWING YEARS: 2016 2017 2020