2020-11-16T17:30:57-06:00 2019-12-31 BEVERLY POWELL CPA LLC 115 E WALNUT ST INDEPENDENCE MO 64050 990 2019-01-01 431482136 TRUMAN HEARTLAND COMMUNITY FOUNDATION TRUM 8168368189 4200 LITTLE BLUE PARKWAY SUITE 340 INDEPENDENCE MO 64057 PHILLIP HANSON PRESIDENT/CEO 2020-11-16 true BEVERLY POWELL P00623829 8168330078 2020-11-16 X 99.184.68.214 2020-11-16 17:30:57 CS P C0AA0F651FC821C4050BB1F6D62EC6BB119F123A C0AA0F651FC821C4050BB1F6D62EC6BB119F123A 2019 2021-01-29 14:40:06Z PHILLIP HANSON 439 E 64TH TERRACE KANSAS CITY MO 64131 11105001 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 10 456 0 7061948 8806222 0 2201176 1470579 507098 629851 9770222 10906652 4333437 4692386 0 596316 644747 0 185603 821881 879260 5751634 6216393 4018588 4690259 43941631 54413088 10851817 12575934 33089814 41837154 X THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. false false 5606211 4692386 TRUMAN HEARTLAND COMMUNITY FOUNDATION STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2019 HIGHLIGHTS TRUMAN HEARTLAND COMMUNITY FOUNDATION HAS DEMONSTRATED THE EFFECT OF PRIVATE GIVING FOR THE PUBLIC GOOD FOR MORE THAN 37 YEARS IN EASTERN JACKSON COUNTY AND SURROUNDING COMMUNITIES. THIS PAST YEAR WAS VERY PRODUCTIVE WITH CONTRIBUTIONS TOTALING 9 MILLION. GRANTS MADE FROM ALL FUNDS, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS AND THE ANNUAL COMMUNITY GRANTS PROGRAM REACHED 4.8 MILLION. THERE ARE NOW MORE THAN 700 FUNDS INCLUDING 49 NEW FUNDS ESTABLISHED IN 2019. 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 306,954. SCHOLARSHIPS WERE AWARDED TO 214 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE AND TECHNICAL STUDENTS, TOTALING 319,054 TO SUPPORT CONTINUING EDUCATION. THE 124 SCHOLARSHIP FUNDS 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 15, BRINGING THE TOTAL MEMBERSHIP TO 165. THEIR THOUGHTFUL PLANNING AND GENEROSITY WILL CONTINUE TO BENEFIT OUR COMMUNITY INTO THE FUTURE. THE NEW COMMUNITY INITIATIVE, JOB SKILLS FOR NEW CAREERS, AIMS TO HELP IMPROVE THE ECONOMIC STATUS OF FAMILIES IN EASTERN JACKSON COUNTY AND BREAK THE CYCLE OF POVERTY BY PROVIDING A PATHWAY TO HIGHER PAYING, IN-DEMAND CAREERS THROUGH JOB SKILLS TRAINING, FINANCIAL COACHING AND MENTORSHIP. THE RESULT OF HUNDREDS OF CONVERSATIONS WITH FUND HOLDERS AND MONTHS OF RESEARCH, JOB SKILLS FOR NEW CAREERS IS A COLLABORATION WITH FOUR KEY ORGANIZATIONS: COMMUNITY SERVICES LEAGUE, HERNDON CAREER CENTER, MID- CONTINENT PUBLIC LIBRARY AND UNIVERSITY OF CENTRAL MISSOURI. USING EACH ORGANIZATION'S UNIQUE ASSETS, APPLICANTS WILL RECEIVE FREE TRAINING IN FIELDS THAT PAY LIVING WAGES AND ARE IN HIGH DEMAND IN THE REGION, INCLUDING HEALTHCARE, INFORMATION TECHNOLOGY AND SKILLED INDUSTRIAL TRADES. THE THCF YOUTH ADVISORY COUNCIL (YAC) INCLUDES 160 STUDENTS FROM 11 LOCAL SCHOOLS. TOGETHER, THEY LEARN ABOUT PHILANTHROPY AND GAIN HANDS-ON EXPERIENCE IN FUNDRAISING, GRANTMAKING AND VOLUNTEERISM. IN 2019, THEY COLLECTED 40,000 ITEMS DURING THEIR ANNUAL FOOD DRIVE FOR LOCAL PANTRIES AND ORGANIZED A FUNDRAISING EVENT TO SUPPORT THE GROWTH OF THEIR OWN ENDOWMENT FUND. THE YAC STUDENTS ARE ACTIVE PARTICIPANTS OF THE COMMUNITY GRANTS COMMITTEE AND SUPPORT VARIOUS ORGANIZATIONS UTILIZING THEIR ENDOWMENT. THE TOAST TO OUR TOWNS GALA COMMITTEE, CHAIRED BY JUDY FORRESTER AND CANDY WHITE, PLANNED THE ANNUAL BLACK-TIE EVENT AT THE SHERATON CROWN CENTER HOTEL. WITH MORE THAN 750 GUESTS IN ATTENDANCE, IT WAS A GREAT SUCCESS. ONCE AGAIN, THE EVENT SHOWCASED THE FOUNDATION'S WORK IN THE COMMUNITY AND INTRODUCED SPONSORS AND GUESTS TO THE WONDERFUL GROUP OF HONOREES AND OUTSTANDING CITIZENS WHO THROUGH THEIR COMMITMENT TO COMMUNITY IMPROVEMENT WERE RECEIVING RECOGNITION. THE COMMITTEE SURPASSED ITS GOAL AND GENERATED MORE THAN 189,000 IN PROCEEDS FOR USE BY THE FOUNDATION IN FOR OPERATING EXPENSES. 5606211 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 18 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 151448 0 6595 BRIDGET STOPPELMAN CFO 40.00 X 78280 0 10736 BEVERLY POWELL CIO 12.00 X 42433 0 2973 CINDY CAVANAH DIRECTOR 2.00 X 0 0 0 MICHELE CRUMBAUGH DIRECTOR 2.00 X 0 0 0 JUDY FORRESTER DIRECTOR 2.00 X 0 0 0 ELEANOR FRASIER 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 PAST CHAIR/D 2.00 X X 0 0 0 DAVID JETER DIRECTOR 2.00 X 0 0 0 CLIFFORD JONES 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 JOHN MCEVOY DIRECTOR 2.00 X 0 0 0 TRACEY MERSHON CHAIR 2.00 X X 0 0 0 MELANIE MOENTMANN VICE CHAIR/D 2.00 X X 0 0 0 STEVE NOLL DIRECTOR 2.00 X 0 0 0 STEVE POTTER DIRECTOR 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 DIRECTOR 2.00 X 0 0 0 STEVE SHELTON DIRECTOR 2.00 X 0 0 0 BRAD SPEAKS 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 LYNETTE WHEELER DIRECTOR 2.00 X 0 0 0 CANDY WHITE SECRETARY/DI 2.00 X X 0 0 0 DYAN ZIMMERMAN DIRECTOR 2.00 X 0 0 0 272161 20304 1 false true false 426151 8380071 2604522 8806222 1215116 1215116 255463 255463 255463 255463 193869 426151 198349 -4480 13829 ADMINISTRATION INCOME 628964 628964 MISCELLANEOUS INCOME 5367 5367 634331 10906652 255463 1863276 4373332 4373332 319054 319054 292464 80483 148293 63688 286972 130077 83121 73774 25949 14636 4558 6755 39362 14561 15317 9484 2400 2400 9800 9800 19058 9099 9162 797 18780 10232 7624 924 42597 12082 26863 3652 26246 26246 6524 1631 3262 1631 11264 11264 14446 14446 ADMINISTRATIVE FEES 606512 606512 MARKETING/RECRUITING EXPE 51798 2045 33321 16432 EQUIPMENT RENTAL/MAINTENA 18486 9243 4622 4621 BANKING FEES 8395 5846 1274 1275 42954 17378 23006 2570 6216393 5606211 424579 185603 X 877917 1065021 3455676 3894106 2837 5162 11203 13153 138817 109064 37356 29753 39556642 49405893 43941631 54413088 69101 69747 15100 10767616 12506187 10851817 12575934 X 30674981 39264253 2414833 2572901 33089814 41837154 43941631 54413088 X 4690259 4197416 -140335 X false true X true false X 4863328 5567525 5908104 7061948 8806222 32207127 4863328 5567525 5908104 7061948 8806222 32207127 2883482 29323645 946737 972350 1083811 1660997 1215116 5879011 461058 505766 518067 570049 634331 2689271 40775409 58591 0.71920 0.66500 X PART II, LINE 10 MISCELLANEOUS INCOME 19,364 ADMINISTRATION INCOME 2,669,907 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1351 1351 5646157 5647508 432375 108094 437582 432375 869957 1304936 6000 1351 7351 109396 108094 217490 326235 6000 1351 7351 SCHEDULE C, PART II-A TRUMAN HEARTLAND DID NOT MADE ANY LOBBYING EXPENDITURES FOR EITHER OF THE FOLLOWING YEARS: 2016 2017 254 491 2985543 5820680 1591053 3101333 12196058 29641096 true true 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 16072291 1836250 -470831 1083593 117 248390 16105610 0.90000 0.01000 0.09000 false false 99608 83694 15914 39209 25370 13839 29753 AGENCY FUNDS 11958476 LIAB UNDER SPLIT-INT AGREEMENTS 547711 12506187 14017018 4197416 44720 -1131770 3110366 10906652 10906652 5269678 44720 -991435 -946715 6216393 6216393 SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -32,991 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 198,349 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 156,780 INCOME RELATED TO AGENCY FUNDS -1,453,993 UNLOCATED INCOME DIFF FROM AUDIT 85 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO AGENCY FUNDS -1,193,364 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 198,349 DEPRECIATION DIFFERENCE 1,829 UNLOCATED EXPENSE DIFF PER AUDIT -85 ROUNDING DIFFERENCE 7 BOOK / TAX DEPRECIATION DIFFERENCE 1,829 GALA - THCF 252671 178629 74042 3968 52501 1600 15416 ROTARY CARNIVAL 173503 86427 87076 3809 37680 22603 9712 2 188835 161095 27740 19004 4308 23594 615009 426151 188858 26781 94489 24203 48722 194195 -5337 true ALLEN PRESS PO BOX 621 LAWRENCE KS 660440621 480698934 17975 PRINTING AM LEBANESE SYRIAN ASSOC CHARITIE 501 ST JUDE PLACE MEMPHIS TN 38105 351044585 501(C) 19503 ANNUAL DISTRIBUTION AMERICAN CANCER SOCIETY PO BOX 22478 OKLAHOMA CITY OK 73123 131788491 501(C) 11018 CANCER RESEARCH AMERICAN RED CROSS PO BOX 37839 BOONE IA 500370839 530196605 501(C) 11018 HUMANITARIAN RELIEF ANNUNCIATION HOUSE 815 MYRTLE AVE EL PASO TX 79901 741152529 501(C) 10000 IMMIG&REFUGEE ASSIST BINGHAM WAGGONER HISTORICAL SOCIETY P O BOX 1163 INDEPENDENCE MO 64051 431179443 501(C) 9000 GENERAL SUPPORT BLUE SPRINGS EDUCATION FOUND 1801 NW VESPER ST BLUE SPRINGS MO 64015 462948172 501(C) 30000 SCHOLARSHIP SUPPORT BLUE SPRINGS HISTORICAL SOCIETY PO BOX 762 BLUE SPRINGS MO 64013 431108906 501(C) 7900 RESTORATION BRANCATO'S CATERING 5050 KANSAS AVE KANSAS CITY KS 66106 430921106 7000 DEPOSIT BRIGHTSTONE INC PO BOX 682966 FRANKLIN TN 37068 621783260 501(C) 50000 LAND OF DREAMS CASS COUNTY HISTORICAL SOCIETY 400 E MECHANIC HARRISONVILLE MO 64701 237357777 501(C) 18000 OPERATING EXPENSES CELEBRATION ON STERLING 3601 S STERLING AVE INDEPENDENCE MO 64052 430889029 501(C) 14234 ANNUAL DISTRIBUTION CELEBRATION ON STERLING 3601 S STERLING AVE INDEPENDENCE MO 64052 430889029 501(C) 12794 ANNUAL DISTRIBUTION CHILDREN'S MERCY HOSPITALS & CLINIC 2401 GILLHAM ROAD KANSAS CITY MO 64108 440605373 501(C) 10000 CMH EAST EXPANSION CHRISTIAN CHURCH OF GREATER KANSAS 9401 JOHNSON DRIVE MERRIAM KS 66203 440558472 8924 ANNUAL DISTRIBUTION CITY OF GRAIN VALLEY MO 711 MAIN GRAIN VALLEY MO 64029 501(C) 6375 CAMP FOCUS CITY OF INDEPENDENCE - FINANCE DEPT 111 E MAPLE INDEPENDENCE MO 64050 446000190 501(C) 105260 FUND CLOSURE PAYOUT CITY OF LEE'S SUMMIT - ADMINISTRATI 220 SE GREEN STREET LEES SUMMIT MO 64063 446000208 501(C) 42759 ANIMAL CNTRL IMPROV CITY UNION MISSION 1100 E 11TH KANSAS CITY MO 64106 446005481 501(C) 5931 GENERAL SUPPORT CLINTON UNITED METHODIST CHURCH 601 S 4TH STREET CLINTON MO 64735 440590276 501(C) 10000 GENERAL SUPPORT COLLEGE OF THE OZARKS PO BOX 17 POINT LOOKOUT MO 65726 440556862 501(C) 6368 GENERAL SUPPORT COMMUNITY BETTERMENT ASSOCIATION OF 203 PAUL STREET PLEASANT HILL MO 64080 431554198 501(C) 7293 MURAL INSTALLMENT COMMUNITY BIBLE STUDY 790 STOUT ROAD COLORADO SPRINGS CO 809213802 510233462 501(C) 10000 GENERAL SUPPORT COMMUNITY OF CHRIST - CORNERSTONE PO BOX 3264 INDEPENDENCE MO 64055 15000 MINISTRY SUPPORT COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501(C) 6000 NXT STEP KC LOANPROG COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501(C) 6923 NEIGHBORHOOD DINNERS COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501(C) 10539 DINNER EXPENSES COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501(C) 15000 EDUCATION COURAGEOUS LIFE CHURCH 18703 E SALISBURY RD INDEPENDENCE MO 640563501 455011117 501(C) 15000 BUILDING FUND CRECER FOUNDATION PO BOX 399 DESOTO KS 66018 205197207 501(C) 15000 SEMINARY BUILDING DEBBIE MILLER CONSULTING INC 47 SPYGLASS DRIVE LITTLETON CO 80123 861118323 9291 RAY-PEC LABS DEBBIE MILLER CONSULTING INC 47 SPYGLASS DRIVE LITTLETON CO 80123 861118323 9260 LAB CLASSROOMS DEVELOPING POTENTIAL INC 251 NW EXECUTIVE WAY SUITE 200 LEES SUMMIT MO 64063 431661167 501(C) 25000 CAPITAL CAMPAIGN DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501(C) 25000 COMPASS DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501(C) 10000 COMPASS DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501(C) 6200 COMPASS PROGRAM FAMILY-TO-FAMILY PO BOX 255 HASTINGSONHUDSON NY 10706 571169066 501(C) 6000 HLCST SURV/BK ANGLS FELLOWSHIP BIBLE CHURCH 1210 FRANKLIN ROAD BRENTWOOD TN 37027 621660360 30000 GENERAL SUPPORT FIRST BAPTIST CHURCH OF INDEP 500 WEST TRUMAN ROAD INDEPENDENCE MO 640502695 040556855 501(C) 7200 GENERAL SUPPORT FIRST PRESBYTERIAN CHURCH OF LEE'S 1625 NW OBRIEN RD LEES SUMMIT MO 64081 440665111 501(C) 80234 80% PAYOUT TO RETIRE FIRST PRESBYTERIAN CHURCH OF LEE'S 1625 NW OBRIEN RD LEES SUMMIT MO 64081 440665111 501(C) 301838 80% PAYOUT TO RETIRE FIRST PRESBYTERIAN CHURCH OF LEE'S 1625 NW OBRIEN RD LEES SUMMIT MO 64081 440665111 501(C) 79721 FINAL DISTRIBUTION FIRST PRESBYTERIAN CHURCH OF LEE'S 1625 NW OBRIEN RD LEES SUMMIT MO 64081 440665111 501(C) 21842 FINAL DISTRIBUTION FULLER PARK COMMUNITY DEVELOPMENT C 4417 S STEWART AVE CHICAGO IL 60609 363890176 501(C) 11973 GARDEN EQUIPMENT GATEWAY CHURCH OF BLUE SPRINGS 5600 SW WOODS CHAPEL ROAD BLUE SPRINGS MO 64015 364514694 501(C) 6000 PASTORAL SUPPORT GEHA 310 NE MULBERRY STREET LEES SUMMIT MO 64086 440545275 501(C) 6422 EXPENSE REIMBURSEMEN GLOBAL GIVING TUMAINI INNOVATION C 1110 VERMONT AVE NW WASHINGTON DC DC 20005 300108263 501(C) 10000 TUMAINI INNOVCENTER GOOD SHEPHERD CARE COMMUNITY 202 S WEST STREET PO BOX 849 CONCORDIA MO 64020 430799196 501(C) 10000 MEMORY CARE GRACELAND UNIVERSITY 1 UNIVERSITY PLACE LAMONI IA 50140 420707114 501(C) 10000 BUILDING CAMPAIGN GRACELAND UNIVERSITY 1 UNIVERSITY PLACE LAMONI IA 50140 420707114 501(C) 15000 INSURANCE PREMIUM GRAIN VALLEY R-5 SCHOOL DISTRICT 31606 NE PINK HILL RD PO BOX 304 GRAIN VALLEY MO 640290719 446004947 501(C) 11745 MAJOR SAVER DIST GRAIN VALLEY R-5 SCHOOL DISTRICT 31606 NE PINK HILL RD PO BOX 304 GRAIN VALLEY MO 640290719 446004947 501(C) 28800 SCHOLARSHIPS H8 CANCER FOUNDATION 100 N DIXIELAND RD SUITE D2 193 ROGERS AR 72756 471486235 501(C) 6200 TOMSTOCK HARRISONVILLE ANIMAL SHELTER PO BOX 367 HARRISONVILLE MO 64701 446000184 11018 GENERAL SUPPORT HARRISONVILLE MINISTERIAL FOOD PANT 1311 SANDERS STREET HARRISONVILLE MO 64701 431800881 501(C) 11018 FOOD PANTRY HARRY S TRUMAN LIBRARY INSTITUTE 5151 TROOST AVE STE 300 KANSAS CITY MO 64110 436042632 501(C) 10000 TRUMAN LIBRARY RENO HARRY S TRUMAN LIBRARY INSTITUTE 5151 TROOST AVE STE 300 KANSAS CITY MO 64110 436042632 501(C) 130000 CAPITAL CAMPAIGN HARRY S TRUMAN LIBRARY INSTITUTE 5151 TROOST AVE STE 300 KANSAS CITY MO 64110 436042632 501(C) 20000 CAPITAL CAMPAIGN HEALTH CARE COLLABORATIVE OF RURAL 825 SOUTH BUSINESS HIWAY 13 LEXINGTON MO 64067 300349221 501(C) 9500 DENTAL NEEDS HEART OF AMERICA BOY SCOUTS OF AMER 10210 HOLMES KANSAS CITY MO 641314212 440545995 501(C) 10000 CAMP SCHOLARSHIPS HEARTLAND CHAMBER MUSIC 1600 GENESSEE ST STE 824 KANSAS CITY MO 64111 481248171 501(C) 7500 STRING SPROUTS K.C. HILLCREST TRANSITIONAL 203093292 501(C) 17888 GENERAL SUPPORT HILLCREST TRANSITIONAL HOUSING OF M PO BOX 901924 KANSAS CITY MO 64190 203093292 501(C) 17849 ANNUAL DISTRIBUTION HILLCREST TRANSITIONAL HOUSING OF M PO BOX 901924 KANSAS CITY MO 64190 203093292 501(C) 7500 GENERAL SUPPORT HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 381374230 501(C) 6368 GENERAL SUPPORT HOLIDAYFX 939 HOMESTEAD ST EXCELSIOR SPRINGS MO 64024 261281470 12015 HOLIDAY LIGHTING HOLY SPIRIT CATHOLIC SCHOOL 11300 W 103RD STREET OVERLAND PARK KS 66214 10000 FUND A NEED HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 431265685 501(C) 6850 GENERAL SUPPORT JACKSON COUNTY COURT APPOINTED SPEC 2544 HOLMES KANSAS CITY MO 64108 431401328 501(C) 6800 GENERAL SUPPORT JACKSON COUNTY HISTORICAL SOCIETY P O BOX 4241 INDEPENDENCE MO 64051 440651562 501(C) 18000 MUSEUM SUPPORT JOHN KNOX VILLAGE FOUNDATION 400 NW MURRAY RD LEES SUMMIT MO 640811426 431304714 501(C) 20000 MATCHING GRANT KANSAS CITY SCHOLARS INC 8080 WARD PARKWAY SUITE 402 KANSAS CITY MO 64114 813287932 501(C) 42500 SCHOLARSHIPS KANSAS CITY SYMPHONY 1703 WYANDOTTE STREET SUITE 200 KANSAS CITY MO 64108 431297475 501(C) 7500 GENERAL SUPPORT KCPT - PUBLIC TELEVISION 125 E 31ST STREET KANSAS CITY MO 64108 237114952 501(C) 6322 GENERAL SUPPORT LAW OFFICE OF JONATHAN R WHITEHEAD 229 SE DOUGLAS SUITE 210 LEES SUMMIT MO 64063 5790 EXPENSES LEE'S SUMMIT ACADEMY 601 NW LIBBY LN LEES SUMMIT MO 64063 431118190 501(C) 9000 MUSIC PROGRAMS LEUKEMIA & LYMPHOMA SOCIETY 6811 SHAWNEE MISSION PKWY SUITE 20 SHAWNEE MISSION KS 66202 135644916 501(C) 127816 GENERAL SUPPORT LEVY RESTAURANTS ARROWHEAD STADUIM ONE ARROWHEAD DRIVE KANSAS CITY MO 64129 12335 MARDI GRAS 2019 LEVY RESTAURANTS ARROWHEAD STADUIM ONE ARROWHEAD DRIVE KANSAS CITY MO 64129 25345 MARDI GRAS 2019 LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 50800 INSURANCE PREMIUM LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 24310 INSURANCE PREMIUM LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 7075 INSURANCE LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 30000 INSURANCE PREMIUM LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 19555 POLICY PREMIUM MBCH CHILDREN AND FAMILY MINISTRIES 11300 ST CHARLES ROCK ROAD BRIDGETON MO 63044 431948009 501(C) 12162 ANNUAL DISTRIBUTION MISSION SOUTHSIDE 18335 W 168TH TERRACE OLATHE KS 66062 273655778 501(C) 30000 GENERAL SUPPORT MISSOURI 4-H FOUNDATION 109 WHITTEN HALL COLUMBIA MO 65211 436044367 501(C) 11000 SCHOLARSHIPS MISSOURI VALLEY COLLEGE DEVELOPMENT 500 E COLLEGE ST MARSHALL MO 65340 440545286 501(C) 10000 GENERAL SUPPORT MOTHER'S REFUGE 14400 E 42ND ST S STE 220 INDEPENDENCE MO 64055 431454628 501(C) 7700 GENERAL SUPPORT MOTHER'S REFUGE 14400 E 42ND ST S STE 220 INDEPENDENCE MO 64055 431454628 501(C) 8000 EARLY INTERVENTIO ED MUSIC-ARTS INSTITUTE 1010 S PEARL INDEPENDENCE MO 64050 431245831 501(C) 6000 WINDOW REPLACEMENT MUSIC-ARTS INSTITUTE 1010 S PEARL INDEPENDENCE MO 64050 431245831 501(C) 10000 SCHOLARSHIPS NAMI MISSOURI 3405 W TRUMAN BLVD JEFFERSON CITY MO 65109 431398666 501(C) 6322 GENERAL SUPPORT NATIONAL KIDNEY FOUNDATION 6405 METCALF AVE SUITE 204 MISSION KS 662024086 131673104 501(C) 16196 CAMP PROGRAM NATIONAL WW I MUSEUM AT LIBERTY MEM 100 W 26TH ST KANSAS CITY MO 64108 436052673 501(C) 8747 GENERAL SUPPORT NEBRASKA INDEPENDENT FILM PROJECTS 4901 N 71ST STREET LINCOLN NE 68507 470753318 501(C) 10000 DOCUMENTARY OAK GROVE R-VI SCHOOL DIST 601 SE 12TH STREET OAK GROVE MO 64075 95126 VIDEO SCOREBOARD PLAY TO LEARN MINISTRIES 101 NE RD MIZE ROAD BLUE SPRINGS MO 64014 611714726 501(C) 5500 TUITION ASSISTANCE PROJECT GROWS PO BOX 781 STAUNTON VA 24402 461070735 501(C) 8674 SUPPORT AND SUPPLIES PROTECTIVE LIFE INSURANCE CO PO BOX 2606 BIRMINGHAM AL 35202 235000 INSURANCE PREMIUM RAYMORE COMMUNITY FOUNDATION CO CI 100 MUNICIPAL CIRCLE RAYMORE MO 64083 824658923 10801 PARK IMPROVEMENTS RAYMORE COMMUNITY FOUNDATION CO CI 100 MUNICIPAL CIRCLE RAYMORE MO 64083 824658923 9034 PARK IMPROVEMENTS RAYTOWN EDUCATIONAL FOUNDATION 10750 E 350 HIGHWAY RAYTOWN MO 641381872 431667551 501(C) 26000 SCHOLARSHIPS RESTART INC 918 E 9TH STREET KANSAS CITY MO 641063072 431349378 501(C) 20823 ANNUAL DISTRIBUTION RESTORATION HOUSE OF GREATER KANSAS 25713 S STATE ROUTE K HARRISONVILLE MO 647010000 274837279 501(C) 25000 GENERAL SUPPORT RISE FOUNDATION 2657 KIPLING STREET PALO ALTO CA 94306 916542513 501(C) 8000 MUSIC/DANCE PROGRAMS RISE FOUNDATION 2657 KIPLING STREET PALO ALTO CA 94306 916542513 501(C) 10000 BUILDING EXPANSION RIVERARTS PO BOX 60 HASTINGSONHUDSON NY 10706 131980628 501(C) 6000 TOURS RONALD MCDONALD HOUSE CHARITIES - K 2502 CHERRY STREET KANSAS CITY MO 64108 431190760 501(C) 7700 GENERAL SUPPORT ROTARY CLUB OF INDEPENDENCE P O BOX 176 INDEPENDENCE MO 64051 436052948 501(C) 11739 MARDI GRAS 2019 SCHOOL OF ECONOMICS 200 NW 14TH STREET BLUE SPRINGS MO 64015 431581206 501(C) 9938 GENERAL SUPPORT SCHOOL OF ECONOMICS 200 NW 14TH STREET BLUE SPRINGS MO 64015 431581206 501(C) 7000 FINANCIAL TRAINING SHOW HOPE 230 FRANKLIN RD STE 11JJ FRANKLIN TN 370642286 320011220 501(C) 10000 GENERAL SUPPORT SHOW HOPE 230 FRANKLIN RD STE 11JJ FRANKLIN TN 370642286 320011220 501(C) 20000 GENERAL SUPPORT SHOW-ME PRESENTATION RESOURCES 4501 BLUE RIDGE CUTOFF KANSAS CITY MO 64133 431386650 8294 MARDI GRAS 2019 SISTERS OF ST FRANCIS OF THE HOLY 2100 N NOLAND RD INDEPENDENCE MO 640501647 440606231 501(C) 10000 CAPITAL CAMPAIGN SMCC 14216 S BANGERTER PKWY DRAPER UT 84020 870581349 501(C) 7090 GENERAL SUPPORT ST JAMES CATHOLIC CHURCH 3909 HARRISON ST KANSAS CITY MO 641101205 440546493 12000 ASSISTANCE ST MARK'S CATHOLIC CHURCH 3736 LEES SUMMIT ROAD INDEPENDENCE MO 64055 430835155 501(C) 8000 GENERAL SUPPORT ST MICHAEL THE ARCHANGEL HIGH SCHO 2901 NW LEES SUMMIT ROAD LEES SUMMIT MO 64064 530196617 501(C) 12500 SCHOLARSHIP ST PETER'S SCHOOL - KC 6400 CHARLOTTE KANSAS CITY MO 64131 10000 GENERAL SUPPORT STEPPINGSTONE-EVANGELICAL CHILDREN' 5100 NOLAND ROAD KANSAS CITY MO 64133 430654856 501(C) 11899 ANNUAL DISTRIBUTION STERLING SPORTS MANAGEMENT 1227 KILHAM COURT COLUMBUS OH 43235 010649704 6753 TOURNAMENT PROS STEVEN GRAY MINISTRIES 605 NW RIVEN ROCK TRL LEES SUMMIT MO 64081 352269586 501(C) 10000 GENERAL SUPPORT STONE CHURCH 1012 W LEXINGTON INDEPENDENCE MO 64050 501(C) 8290 NEIGHBORHOOD DINNERS SUMMIT CHRISTIAN ACADEMY 1450 SW JEFFERSON ST LEES SUMMIT MO 640813103 431554054 501(C) 10000 BUILDING FUND SUPPORTING KIDS FOUNDATION PO BOX 15171 LENEXA KS 66285 272386653 501(C) 25000 GENERAL SUPPORT SYMETRA LIFE INSURANCE PO BOX 34690 SEATTLE WA 981241690 295000 INSURANCE PREMIUM TANG MATH LLC PO BOX 777850 HENDERSON NV 89077 842024498 21600 PRO. DEVE SEMINARS TANG MATH LLC PO BOX 777850 HENDERSON NV 89077 842024498 14400 PROFESSIONAL DVLPMNT TANG MATH LLC PO BOX 777850 HENDERSON NV 89077 842024498 14400 PROFESSIONAL DVLPMNT TANG MATH LLC PO BOX 777850 HENDERSON NV 89077 842024498 7200 MATH PROF DVLPMNT THE WASHINGTON CHORUS 4301 CONNECTICUT AVE NW SUITE 360 WASHINGTON DC 20008 526054269 501(C) 6000 ARTS FOR THE AGING TIFFANY GREENS GOLF CLUB 5900 NW TIFFANY SPRINGS PKWY KANSAS CITY MO 64154 18704 TOURNAMENT COURSE TRUMAN HERITAGE HABITAT FOR HUMANIT 505 N DODGION STREET INDEPENDENCE MO 64050 431532266 501(C) 7100 TRAINING UNION STATION KANSAS CITY 30 WEST PERSHING ROAD SUITE 850 KANSAS CITY MO 64108 431890025 501(C) 6322 GENERAL SUPPORT UNITED INNER CITY SERVICES 2008 E 12TH STREET KANSAS CITY MO 64108 440646347 501(C) 6000 CHILD-CENTERED CREAT UNITED METHODIST COMMITTEE ON RELIE 458 PONCE DELEON AVE NE ATLANTA GA 30308 821449602 501(C) 6322 GENERAL SUPPORT URBAN NEIGHBORHOOD INITIATIVE 2300 MAIN ST STE 180 KANSAS CITY MO 641082772 454879810 501(C) 10000 GENERAL SUPPORT VICTORIAN SOCIETY OF THE VAILE MANS PO BOX 316 INDEPENDENCE MO 640510316 431384217 501(C) 10000 OPERATING EXPENSES WESTERN COLORADO UNIVERSITY FOUND P O BOX 1264 GUNNISON CO 81230 840709935 501(C) 36328 GEIMAN FELLOWS EXP WESTERN COLORADO UNIVERSITY FOUND P O BOX 1264 GUNNISON CO 81230 840709935 501(C) 31006 EXPENSES WOODS CHAPEL COMMUNITY OF CHRIST CH PO BOX 7085 LEES SUMMIT MO 640647085 501(C) 7500 COC WRLDHEADQTRTITHE WOODS CHAPEL COMMUNITY OF CHRIST CH PO BOX 7085 LEES SUMMIT MO 640647085 501(C) 7500 TITHING WOOLLY MAMMOTH THEATRE CO 641D STREET NW WASHINGTON DC 20004 521242900 501(C) 5500 GENERAL SUPPORT WORLD REVIVAL CHURCH 9900 VIEW HIGH DR KANSAS CITY MO 64134 431118190 501(C) 7500 GENERAL SUPPORT SCHOLARSHIPS 214 319054 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 151448 6595 158043 X 106 2604522 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 2019 HIGHLIGHTS TRUMAN HEARTLAND COMMUNITY FOUNDATION HAS DEMONSTRATED THE EFFECT OF PRIVATE GIVING FOR THE PUBLIC GOOD FOR MORE THAN 37 YEARS IN EASTERN JACKSON COUNTY AND SURROUNDING COMMUNITIES. THIS PAST YEAR WAS VERY PRODUCTIVE WITH CONTRIBUTIONS TOTALING 9 MILLION. GRANTS MADE FROM ALL FUNDS, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS AND THE ANNUAL COMMUNITY GRANTS PROGRAM REACHED 4.8 MILLION. THERE ARE NOW MORE THAN 700 FUNDS INCLUDING 49 NEW FUNDS ESTABLISHED IN 2019. 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 306,954. SCHOLARSHIPS WERE AWARDED TO 214 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE AND TECHNICAL STUDENTS, TOTALING 319,054 TO SUPPORT CONTINUING EDUCATION. THE 124 SCHOLARSHIP FUNDS 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 15, BRINGING THE TOTAL MEMBERSHIP TO 165. THEIR THOUGHTFUL PLANNING AND GENEROSITY WILL CONTINUE TO BENEFIT OUR COMMUNITY INTO THE FUTURE. THE NEW COMMUNITY INITIATIVE, JOB SKILLS FOR NEW CAREERS, AIMS TO HELP IMPROVE THE ECONOMIC STATUS OF FAMILIES IN EASTERN JACKSON COUNTY AND BREAK THE CYCLE OF POVERTY BY PROVIDING A PATHWAY TO HIGHER PAYING, IN-DEMAND CAREERS THROUGH JOB SKILLS TRAINING, FINANCIAL COACHING AND MENTORSHIP. THE RESULT OF HUNDREDS OF CONVERSATIONS WITH FUND HOLDERS AND MONTHS OF RESEARCH, JOB SKILLS FOR NEW CAREERS IS A COLLABORATION WITH FOUR KEY ORGANIZATIONS: COMMUNITY SERVICES LEAGUE, HERNDON CAREER CENTER, MID- CONTINENT PUBLIC LIBRARY AND UNIVERSITY OF CENTRAL MISSOURI. USING EACH ORGANIZATION'S UNIQUE ASSETS, APPLICANTS WILL RECEIVE FREE TRAINING IN FIELDS THAT PAY LIVING WAGES AND ARE IN HIGH DEMAND IN THE REGION, INCLUDING HEALTHCARE, INFORMATION TECHNOLOGY AND SKILLED INDUSTRIAL TRADES. THE THCF YOUTH ADVISORY COUNCIL (YAC) INCLUDES 160 STUDENTS FROM 11 LOCAL SCHOOLS. TOGETHER, THEY LEARN ABOUT PHILANTHROPY AND GAIN HANDS-ON EXPERIENCE IN FUNDRAISING, GRANTMAKING AND VOLUNTEERISM. IN 2019, THEY COLLECTED 40,000 ITEMS DURING THEIR ANNUAL FOOD DRIVE FOR LOCAL PANTRIES AND ORGANIZED A FUNDRAISING EVENT TO SUPPORT THE GROWTH OF THEIR OWN ENDOWMENT FUND. THE YAC STUDENTS ARE ACTIVE PARTICIPANTS OF THE COMMUNITY GRANTS COMMITTEE AND SUPPORT VARIOUS ORGANIZATIONS UTILIZING THEIR ENDOWMENT. THE TOAST TO OUR TOWNS GALA COMMITTEE, CHAIRED BY JUDY FORRESTER AND CANDY WHITE, PLANNED THE ANNUAL BLACK-TIE EVENT AT THE SHERATON CROWN CENTER HOTEL. WITH MORE THAN 750 GUESTS IN ATTENDANCE, IT WAS A GREAT SUCCESS. ONCE AGAIN, THE EVENT SHOWCASED THE FOUNDATION'S WORK IN THE COMMUNITY AND INTRODUCED SPONSORS AND GUESTS TO THE WONDERFUL GROUP OF HONOREES AND OUTSTANDING CITIZENS WHO THROUGH THEIR COMMITMENT TO COMMUNITY IMPROVEMENT WERE RECEIVING RECOGNITION. THE COMMITTEE SURPASSED ITS GOAL AND GENERATED MORE THAN 189,000 IN PROCEEDS FOR USE BY THE FOUNDATION IN FOR OPERATING EXPENSES. FORM 990, PAGE 6, PART VI, LINE 9 CLIFFORD JONES 4721 S CLIFF AVENUE STE 204 INDEPENDENCE, MO 64055-6938 HELEN HATRIDGE 717 SW WINTERGARDEN DRIVE LEES SUMMIT, MO 64081 TRACEY MERSHON 10015 WINDSOR DRIVE LEES SUMMIT, MO 64063 ELEANOR FRASIER 1304 NW 5TH TERRACE BLUE SPRINGS, MO 64014 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 BRAD SPEAKS 16312 E COGAN DRIVE INDEPENDENCE, MO 64055 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 DAVID JETER 4404 HICKORY LANE BLUE SPRINGS, MO 64015 BARBARA KOIRTYOHANN 412 NE THORNBERRY PLACE LEE'S SUMMIT, MO 64064 JOHN MCEVOY 2215 N MCBRIDE AVE SUGAR CREEK, MO 64050 STEVE POTTER 15616 E 24 HIGHWAY INDEPENDENCE, MO 64050 STAN SALVA 4026 N RIVER BLVD SUGAR CREEK, MO 64050 STEVE SHELTON 12308 E 63RD STREET KANSAS CITY, MO 64133 ALLAN THOMPSON 7823 RIDGEWAY AVE RAYTOWN, MO 64138 LYNETTE WHEELER 7900 LEE'S SUMMIT ROAD KANSAS CITY, MO 64139 JUDY FORRESTER 17611 E 48TH TERR CT S INDEPENDENCE, MO 64055 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 -32,991 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 198,349 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 156,780 INCOME RELATED TO AGENCY FUNDS -1,453,993 UNLOCATED INCOME DIFF FROM AUDIT 85 EXPENSES RELATED TO AGENCY FUNDS 1,193,364 FUNDRAISING EXPENSES OFFSET AGAINST INCOME -198,349 DEPRECIATION DIFFERENCE -1,829 UNLOCATED EXPENSE DIFF PER AUDIT 85 ROUNDING DIFFERENCE -7 BOOK / TAX DEPRECIATION DIFFERENCE -1,829 TOTAL -140,335 THCF REAL ESTATE LLC 4200 LITTLE BLUE PARKWAY STE 340 INDEPENDENCE MO 64057 471272132 REAL EST MO 114360 457 TRUMAN HEA RTLAND COMMUNITY FOUNDATION TRUMAN HEARTLAND DID NOT MADE ANY LOBBYING EXPENDITURES FOR EITHER OF THE FOLLOWING YEARS: 2016 2017