2020-02-13T18:24:19-06:00 2019-09-30 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990 2018-10-01 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 2020-02-04 1 KIMBERLY A RYAN P00829977 8164721122 12.156.23.242 2020-02-04 09:47:55 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 DA2A61144641BC7479ACD83DF5BDC5B005B79A14 2018 2020-09-23 17:36:50Z CLYDE F WENDEL 5151 TROOST AVENUE NO 300 KANSAS CITY MO 64110 22544957 0 X WWW.TRUMANLIBRARYINSTITUTE.ORG X 1957 MO TO PRESERVE AND PROMOTE THE ENDURING LEGACY OF HARRY S. TRUMAN, AMERICA'S 33RD PRESIDENT. 32 31 12 28 0 0 3589917 4166547 82975 73681 1163628 733328 -41959 -46057 4794561 4927499 75567 68126 0 0 999356 919199 0 318905 1100012 2452753 2752514 3527676 4058744 1266885 868755 13733703 14419244 0 0 13733703 14419244 X THE HARRY S. TRUMAN LIBRARY INSTITUTE, A NONPROFIT 501(C)(3) ORGANIZATION, IS DEDICATED TO THE PRESERVATION, ADVANCEMENT, AND OUTREACH ACTIVITIES OF THE HARRY S. TRUMAN LIBRARY AND MUSEUM, ONE OF OUR NATION'S 14 PRESIDENTIAL LIBRARIES OVERSEEN BY THE NATIONAL ARCHIVES AND RECORDS ADMINISTRATION. TOGETHER WITH ITS PUBLIC PARTNER, THE TRUMAN LIBRARY INSTITUTE PRESERVES THE ENDURING LEGACY OF AMERICA'S 33RD PRESIDENT TO ENRICH THE PUBLIC'S UNDERSTANDING OF HISTORY, THE PRESIDENCY, PUBLIC POLICY, AND CITIZENSHIP. THE INSTITUTE PROVIDES FUNDING AND SUPPORT FOR THE HARRY S. TRUMAN LIBRARY AND MUSEUM'S EXHIBITIONS, EDUCATION PROGRAMS, CONFERENCES, FORUMS AND OTHER PUBLIC OUTREACH PROGRAMS. 0 0 240199 68126 78506 SEE SCHEDULE OEDUCATION:HARRY TRUMAN LEFT AMERICA AN ENDURING LEGACY, A LEGACY OF VALUES THAT INCLUDE RESPONSIBILITY, LEADERSHIP, DECISIVENESS AND A COMMITMENT TO THE DEMOCRATIC IDEALS THAT MAKE OUR NATION GREAT. HE HOPED THAT HIS LIBRARY WOULD GIVE PEOPLE, ESPECIALLY YOUNG PEOPLE, "A BETTER UNDERSTANDING OF THE HISTORY AND NATURE OF THE PRESIDENCY AND THE GOVERNMENT OF THE UNITED STATES." TO FULFILL THIS VISION, THE EDUCATION TEAM AT THE TRUMAN LIBRARY HAS DEVELOPED A RANGE OF OUTSTANDING PROGRAMS THAT ARE GROUNDED IN PROVEN PEDAGOGICAL PRACTICES DESIGNED TO MEET STATE AND NATIONAL ACADEMIC STANDARDS, AND SERVE AS THE STANDARD FOR OUR NATION'S PRESIDENTIAL LIBRARIES.TOTAL STUDENT/TEACHER PARTICIPATION DURING THE 2018-2019 SCHOOL YEAR WAS 36,558 WITH AN ADDITIONAL 23,213 PARTICIPATING IN ONLINE PROGRAMS. MORE SPECIFICALLY: THE WHITE HOUSE DECISION CENTER - THIS PROGRAM GIVES STUDENTS AN EXTENDED, IMMERSIVE, AND INSPIRATIONAL EXPERIENCE AT ONE OF KANSAS CITY'S ICONIC CULTURAL INSTITUTIONS WHILE ALSO PROVIDING THEM WITH A UNIQUE EDUCATIONAL PROGRAM THAT STRENGTHENS MANY CORE SKILLS. INSPIRED BY PRESIDENT TRUMAN'S LEGACY OF LEADERSHIP AND DEVELOPED BY NATIONALLY RECOGNIZED EDUCATORS, THIS HANDS-ON HISTORY LAB IS THE TRUMAN LIBRARY'S FLAGSHIP EDUCATION PROGRAM AND THE STANDARD-BEARER FOR EDUCATION PROGRAMS AT PRESIDENTIAL LIBRARIES NATIONWIDE. THE WHITE HOUSE DECISION CENTER'S SIMULATIONS IMMERSE STUDENTS IN AMERICAN HISTORY, GOVERNMENT, THE PRESIDENCY, AND HIGH-STAKES DECISION MAKING IN A TRULY UNIQUE SETTING - A RECREATION OF THE TRUMAN-ERA WEST WING OF THE WHITE HOUSE. TEACHERS HAVE DESCRIBED IT AS ONE OF THE MOST PROFOUND EDUCATIONAL EXPERIENCES IN THEIR STUDENTS' ACADEMIC CAREERS. 5,303 STUDENTS AND ADULTS PARTICIPATED IN THE WHITE HOUSE DECISION CENTER DURING THE FY19 PERIOD (MORE THAN 100,000 SINCE 2001). COMMUNITY EDUCATION SCHOLARSHIPS - THE TRUMAN LIBRARY INSTITUTE IS COMMITTED TO PROVIDING AS MANY STUDENTS AS POSSIBLE WITH ACCESS TO THE TRUMAN LIBRARY. OVER THE PAST FIFTEEN YEARS, OUR SCHOLARSHIP FUND HAS ALLOWED NEARLY 65,000 STUDENTS FROM ECONOMICALLY CHALLENGED SCHOOL DISTRICTS TO VISIT AND EXPERIENCE THE TRUMAN LIBRARY'S EDUCATIONAL PROGRAMS AND EXHIBITIONS AT MINIMAL OR NO COST. DURING THE 2018-2019 SCHOOL YEAR, 9,267 STUDENTS BENEFITED FROM THIS PROGRAM. GRANT SCHOLARSHIP FUNDS CAN BE USED TO COVER MUSEUM ADMISSIONS, WHITE HOUSE DECISION CENTER FEES, BUS TRANSPORTATION AND SUBSTITUTE TEACHER COSTS. GUIDED MUSEUM TOURS - THESE DOCENT-LED TOURS ARE OFFERED TO GRADES 4-12 AND INCLUDE A REPLICA OF PRESIDENT TRUMAN'S OVAL OFFICE, THE PRESIDENTIAL YEARS EXHIBITION, INTERACTIVE DECISION THEATERS, HANDS-ON ACTIVITIES IN THE HARRY S. TRUMAN'S LIFE AND TIMES GALLERY, THE GRAVE SITES OF PRESIDENT AND MRS. TRUMAN, PRESIDENT TRUMAN'S WORKING OFFICE, AND TRAVELING AND SPECIAL EXHIBITIONS. DURING THE 2018-2019 SCHOOL YEAR, 10,386 STUDENTS PARTICIPATED IN THE TRUMAN LIBRARY'S MUSEUM TOUR PROGRAM. NATIONAL HISTORY DAY - EACH YEAR, THE TRUMAN LIBRARY ORGANIZES AND HOSTS THE GREATER KANSAS CITY NATIONAL HISTORY DAY COMPETITION. ON MARCH 2, 2019, 380 STUDENTS COMPETED IN THIS REGIONAL EVENT. OF THESE, 17 STUDENTS THAT COMPETED AT THE MISSOURI STATE LEVEL WENT ON TO COMPETE IN THE NATIONAL FINALS. 16TH ANNUAL SUMMER TEACHER CONFERENCE - "PRESIDENTIAL POWER." FORTY-EIGHT TEACHERS FROM ACROSS THE NATION ATTENDED A WEEK-LONG EDUCATORS' CONFERENCE AT THE TRUMAN LIBRARY JULY 15-19, 2019. CURRICULUM MATERIALS BASED ON THE CONFERENCE WERE DEVELOPED FOR USE IN THE CLASSROOM AND POSTED ON THE TRUMAN LIBRARY'S WEBSITE. TO DATE, APPROXIMATLEY 410 LESSON PLANS HAVE BEEN POSTED ONLINE. READING LIKE A HISTORIAN THIRD GRADE PROGRAM - THIS IS A MUSEUM-BASED, TRUMAN-FOCUSED, AND FIRST-OF-ITS-KIND INTERACTIVE EDUCATIONAL EXPERIENCE FOR THIRD GRADE STUDENTS. THE STUDENTS INVESTIGATE THE TRUMAN LIBRARY MUSEUM'S EXHIBITS AS THEY STUDY THE THREE BRANCHES OF GOVERNEMENT. THEIR FOCUS IN THE MUSEUM IS THE EXECUTIVE BRANCH, THE PRESIDENT'S RESPONSIBILITIES AND HARRY TRUMAN'S EXPERIENCES AND CHARACTER TRAITS LEADING UP TO, AND DURING, HIS PRESIDENCY. DURING THE 2018-2019 SCHOOL YEAR, 1,387 THIRD-GRADERS FROM NINETEEN INDEPENDENCE ELEMENTARY SCHOOLS PARTICIPATED IN THE PROGRAM. READING LIKE A HISTORIAN MIDDLE AND HIGH SCHOOL PROGRAM - IS AN IN-CLASSROOM EXPERIENCE RATHER THAN A MUSEUM-BASED EXPERIENCE. TEN MIDDLE AND HIGH SCHOOL TEACHERS FROM THE INDEPENDENCE SCHOOL DISTRICT WERE IMMERSED IN AN INTENSIVE WEEK OF CURRICULUM DEVELOPMENT. TEACHERS ARE PROVIDED WITH ACCESS TO EXPERTS IN THE SUBJECT AREA AND ARCHIVISTS TO ASSIST WITH CONTENT AND RESOURCES. ULTIMATELY, THIS PROGRAM PROVIDES TEACHERS WITH A TRUMAN CURRICULUM, COMPLETE INVESTIGATIVE UNITS, LESSON PLANS, AND RESOURCES. EACH UNIT IS DESIGNED TO DEVELOP STUDENTS' CRITICAL THINKING AND INVESTIGATIVE SKILLS AND USES PRIMARY SOURCE MATERIALS FROM THE TRUMAN LIBRARY TO TEACH THEM ABOUT HISTORY AND PRESIDENT TRUMAN. ADDITIONAL EDUCATIONAL RESOURCES PROVIDED TO TEACHERS AND STUDENTS INCLUDE CURRICULUM GUIDES, MEDIA LENDING LIBRARY, CLASSROOM PRESENTATIONS, PRESIDENTIAL TRIVIA CONTEST, TRUMAN FOOTLOCKER, EDUCATOR WORKSHOPS, AND AN OPEN HOUSE. GRANTS AND AWARDS PROGRAM - RESEARCH GRANTS AND HULSTON SCHOLARSHIPS ARE ESSENTIAL TO STUDENTS AND SCHOLARS WHO OTHERWISE MIGHT FIND IT FINANCIALLY DIFFICULT TO TRAVEL TO THE TRUMAN LIBRARY TO CONDUCT THEIR RESEARCH. DISSERTATION YEAR FELLOWSHIPS ALLOW GRADUATE STUDENTS TIME AWAY FROM TEACHING TO COMPLETE THEIR MANUSCRIPTS. DURING FISCAL YEAR 2019, THE INSTITUTE AWARDED TWENTY RESEARCH GRANTS, ONE JOHN K. HULSTON SCHOLARSHIP, AND ONE DISSERTATION YEAR FELLOWSHIP. A TOTAL OF $68,127 WAS EXPENDED THIS FISCAL YEAR ON THE GRANTS AND AWARDS PROGRAM.DIGITAL ARCHIVES 2019 ACCOMPLISHMENTS: - 2,648 PAGES, 41 BOXES FROM TRUMAN'S POST-PRESIDENTIAL PAPERS WERE PROCESSED.- 125 DOCUMENTS WERE SCANNED FOR KOREAN WAR EXHIBIT RESEARCH- 31 PHOTOS WERE SCANNED FROM HARRY TRUMAN'S 1948 NEW YORK CAMPAIGN AND HIS 1949 INAUGURATION. 27 OF THESE WERE DESCRIBED. - 1,626 PHOTOGRAPHS WERE TAKEN OF 243 OF TWO- AND THREE-DIMENSIONAL OBJECTS; 79 SCANNED; 1,572 PHOTOS SHOPPED AND MOVED TO THE CLOUD.- 1,642 INVENTORY ENTRIES ADDED TO THE TMS DATABASE.TRUMANLIBRARY.GOV: DURING THE FY19 PERIOD, THIS WEBSITE WAS MIGRATED INTO THE NATIONAL ARCHIVES AND RECORDS ADMINISTRATION'S NEW CENTRAL PRESIDENTIAL LIBRARY SERVER SYSTEM. IT CONTINUES TO BE A RICH ONLINE ARCHIVAL RESOURCE FOR RESEARCHERS, HISTORIANS, AUTHORS, STUDENTS, AND EDUCATORS WORLDWIDE. DURING FY19, WEBSITE PAGEVIEWS TOTALED 1,351,894.TRUMANLIBRARYINSTITUTE.ORG: VISUALLY STUNNING, THE INSTITUTE'S WEBSITE WAS DESIGNED TO COMPLEMENT THE NATIONAL ARCHIVES AND RECORDS ADMINISTRATION'S TRUMANLIBRARY.GOV WEBSITE. DURING FY19, THIS WEBSITE HAD 135,662 PAGE VIEWS, 65,166 VISITORS, 71,372 TOTAL SESSIONS. 259439 2710 SEE SCHEDULE OPUBLIC OUTREACH PROGRAMS ON HISTORY, POLITICS, AND DEMOCRACY:THE TRUMAN LIBRARY INSTITUTE CONTINUES ITS ONGOING MISSION OF DEEPENING THE PUBLIC'S UNDERSTANDING OF THE U.S. PRESIDENCY AND GOVERNMENT BY OFFERING ENGAGING, EDUCATIONAL, AND QUALITY PROGRAMMING TO AUDIENCES OF ALL AGES. COMBINED PROGRAM ATTENDANCE FOR FISCAL YEAR 2019 TOTALED APPROXIMATELY 10,278. ADDITIONALLY, TENS OF THOUSANDS OF PEOPLE WERE REACHED THROUGH WEBCASTS, RADIO INTERVIEWS AND TELEVISION BROADCASTS. SOCIAL MEDIA INITIATIVES INCLUDE 7,778 FACEBOOK FOLLOWERS (22.5% INCREASE), 2,093 TWITTER FOLLOWERS (16.8% INCREASE), 633 INSTAGRAM FOLLOWERS (72% INCREASE). E-NEWS SUBSCRIBERS TOTALED 9,825. TRUMAN LEGACY SERIES AND OTHER SIGNATURE AND SPECIAL EVENTS OFFERED BY THE TRUMAN LIBRARY INSTITUTE DURING THE FISCAL YEAR 2019 PERIOD INCLUDED: NOVEMBER 3, 2018 - TWELFTH ANNUAL HOWARD & VIRGINIA BENNETT FORUM ON THE PRESIDENCY WITH PRESIDENTIAL HISTORIAN MICHAEL BESCHLOSS, THE NEW YORKER'S JANE MAYER, AND WASHINGTON POST COLUMNIST DAVID VON DREHLE DISCUSSING "PRESIDENTIAL POWER IN TIMES OF CRISIS." PROGRAM ATTENDANCE ESTIMATED AT 1,004. NOVEMBER 11, 2018 - SEVENTH ANNUAL HON. IKE SKELTON VETERANS DAY SALUTE, PRESENTED IN PARTNERSHIP WITH THE CITY OF INDEPENDENCE. THIS PROGRAM WAS CREATED BOTH TO HONOR VETERANS AND TO RECOGNIZE THE MILITARY SERVICE OF HARRY S. TRUMAN AND THE ADVOCACY OF FORMER CONGRESSMAN AND U.S. HOUSE ARMED SERVICES COMMITTEE CHAIR IKE SKELTON. THE KEYNOTE ADDRESS WAS GIVEN BY BRIG. GEN.(RET.) TIM WHITE (USAF). PROGRAM ATTENDANCE ESTIMATED AT 500. NOVEMBER 28, 2018 - AN EVENING WITH DAVID HARRIS, CHIEF EXECUTIVE OFFICER OF THE AMERICAN JEWISH COMMITTEE SPEAKING ON TRUMAN'S ROLE IN THE FOUNDING OF ISRAEL AND HIS CONTINUING LEGACY TODAY. PROGRAM ATTENDANCE ESTIMATED AT 150. DECEMBER 12, 2018 - "A PRESIDENTIAL FRIENDSHIP: HARRY S. TRUMAN AND LYNDON BAINES JOHNSON" FEATURING CLIFTON TRUMAN DANIEL AND LUCI BAINES JOHNSON IN CONVERSATION WITH MARK UPDEGROVE, PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE LYNDON BAINES JOHNSON FOUNDATION DISCUSSING THE WARM FRIENDSHIP BETWEEN THE TWO PRESIDENTS. PROGRAM ATTENDANCE ESTIMATED AT 457. FEBRUARY 24, 2019 - AN EVENING WITH GARY SINISE IN CONVERSATION WITH WASHINGTON POST COLUMNIST DAVID VON DREHLE DISCUSSING HIS NEW BOOK, GRATEFUL AMERICAN: A JOURNEY FROM SELF TO SERVICE THAT TELLS THE STORY OF A TROUBLED YOUTH WHO WENT ON TO BECOME A SUCCESSFUL ACTOR (ROLES INCLUDING 1994 FORREST GUMP AND 1995 TRUMAN) AND A PASSIONATE ADVOCATE FOR VETERANS AND ACTIVE DUTY SERVICE MEMBERS. PROGRAM ATTENDANCE ESTIMATED AT 1,104. MARCH 28, 2019 - AN EVENING WITH JANET NAPOLITANO, FORMER SECRETARY OF HOMELAND SECURITY IN CONVERSATION ABOUT HER LATEST BOOK, HOW SAFE ARE WE? WITH FORMER MISSOURI GOVERNOR JAY NIXON. ATTENDANCE ESTIMATED AT 195. APRIL 2, 2019 - A SPECIAL LUNCH PROGRAM WITH BUSINESS ICON, PHILANTHROPIST, AND CO-FOUNDER OF HOME DEPOT KENNETH LANGONE IN CONVERSATION WITH WASHINGTON POST COLUMNIST DAVID VON DREHLE ABOUT HIS BOOK, I LOVE CAPITALISM!: AN AMERICAN STORY, AS WELL AS HIS PERSONAL ADMIRATION OF HARRY TRUMAN. PROGRAM ATTENDANCE ESTIMATED AT 247. APRIL 4, 2019 - AN EVENING WITH ISRAELI AMBASSADOR TO THE UNITED STATES RON DERMER IN CONVERSATION WITH TRUMAN LIBRARY DIRECTOR KURT GRAHAM REFLECTING ON HARRY TRUMAN, HIS 1948 RECOGNITION OF THE FLEDGLING STATE OF ISRAEL, AND ITS IMPACTFUL LEGACY THEN AND NOW. PROGRAM ATTENDANCE ESTIMATED AT 117. APRIL 9, 2019 - "NATO AT 70," PRESENTED IN PARTNERSHIP WITH THE GERMAN MARSHALL FUND, FEATURING A PANEL DISCUSSION ON THE ALLIANCE'S HISTORY AND CONTINUED ROLE IN THE 21ST CENTURY. PROGRAM ATTENDANCE ESTIMATED AT 135. MAY 2, 2019 - 20TH ANNUAL "WILD ABOUT HARRY" PROGRAM. FORMER SECRETARY OF STATE MADELEINE ALBRIGHT GAVE THE KEYNOTE ADDRESS AND WAS AWARDED THE 2019 HARRY S. TRUMAN LEGACY OF LEADERSHIP AWARD. PROGRAM ATTENDANCE ESTIMATED AT 860. MAY 3-5, 2019 - THE TRUMAN LIBRARY INSTITUTE PARTNERED WITH THE ASPEN INSTITUTE AND FORMER SECRETARY OF STATE MADELEINE ALBRIGHT TO HOST THE ASPEN MINISTERS FORUM AT THE HARRY S. TRUMAN LIBRARY. THE FORUM BROUGHT TOP DIPLOMATS AND THOUGHT LEADERS TOGETHER TO CRAFT NEW APPROACHES TO CRITICAL GLOBAL CHALLENGES. THIS YEAR'S FORUM, "BUILDING RESILIENT INTERNATIONAL ORGANIZATIONS: FROM PAST LESSONS TO NEW THREATS," USED PRESIDENT TRUMAN'S FOREIGN POLICY LEGACY TO EXPLORE AMERICA'S EVOLVING STANDING IN THE WORLD. IN ADDITION TO SECRETARY ALBRIGHT, THIS YEAR'S DIVERSE GROUP INCLUDED 17 OTHER FORMER FOREIGN MINISTERS FROM AROUND THE WORLD. MAY 8-JULY 22, 2019 - "VETS VISIT FREE" APPRECIATION TO OUR COUNTRY'S VETERANS FOR THEIR SERVICE FROM ALL WARS. 1,632 VETERANS WERE TREATED TO FREE MUSEUM ADMISSION DURING THE 2019 PERIOD (11,098 SINCE THE PROGRAM WAS INTRODUCED IN 2016). JUNE 28, 2019 - 100TH WEDDING ANNIVERSARY OF HARRY & BESS TRUMAN, IN PARTNERSHIP WITH THE TRUMAN LIBRARY, HARRY S. TRUMAN NATIONAL HISTORIC SITE, THE CITY OF INDEPENDENCE, THE INDEPENDENCE SQUARE ASSOCIATION, AND THE JACKSON COUNTY HISTORICAL SOCIETY. PROGRAM ATTENDANCE ESTIMATED AT 425. JULY 18, 2019 - "TO SECURE THESE RIGHTS" COMMEMORATING PRESIDENT TRUMAN'S EXECUTIVE ORDER 9981 DESEGREGATING THE ARMED FORCES. FEDERAL DISTRICT JUDGE RICHARD GERGEL DISCUSSED HIS BOOK, THE BLINDING OF SGT. ISAAC WOODARD AND THE AWAKENING OF PRESIDENT HARRY S. TRUMAN AND JUDGE J. WATIES WARING. PROGRAM ATTENDANCE ESTIMATED AT 230. SEPTEMBER 5, 2019 - THE HARRY S. TRUMAN LIBRARY AND MUSEUM'S YEAR-LONG $25 MILLION TRANSFORMATIVE RENOVATION WAS KICKED OFF WITH AN OFFICIAL GROUNDBREAKING CEREMONY FEATURING MISSOURI GOVERNOR MIKE PARSON, ARCHIVIST OF THE UNITED STATES DAVID FERRIERO, MISSOURI STATE SENATOR JOHN RIZZO, AND TRUMAN GRANDSON CLIFTON TRUMAN DANIEL ALONG WITH SEVERAL OTHER NOTABLE SPEAKERS. PROGRAM ATTENDANCE ESTIMATED AT 125. 1670187 SEE SCHEDULE OEXHIBITIONS:DURING FISCAL YEAR 2019 PERIOD, THE TRUMAN LIBRARY INSTITUTE PROVIDED ONGOING FINANCIAL SUPPORT FOR THE HARRY S. TRUMAN LIBRARY MUSEUM'S THREE PRIMARY EXHIBITIONS:EXHIBITION 1) "HARRY S. TRUMAN: THE PRESIDENTIAL YEARS" - THE MAJOR ISSUES AND EVENTS OF HARRY TRUMAN'S PRESIDENCY ARE HIGHLIGHTED IN THIS 10,500 SQUARE-FOOT EXHBIITION GALLERY. FEATURING TWO MULTI-MEDIA DECISION THEATERS, ENHANCED AUDIO AND VIDEO PROGRAMS, AND DOZENS OF INTERACTIVE ELEMENTS DESIGNED FOR THE ENTIRE FAMILY, THIS EXHIBITION FORMS THE CENTERPIECE OF THE TRUMAN LIBRARY'S WORLD-ACCLAIMED MUSEUM. EXHIBITION 2) "HARRY S. TRUMAN: HIS LIFE AND TIMES" - THE LIFE OF HARRY TRUMAN IS EXPLORED IN THIS 4,500 SQUARE-FOOT EXHIBITION GALLERY AND FOLLOWS TRUMAN'S LIFE FROM HIS EARLY YEARS IN SCHOOL TO HIS LATER EXPERIENCES AS AN ENTREPRENEUR, A FARMER, A WORLD WAR I SOLDIER, AND A HABERDASHER. IT ALSO CHRONICLES HIS POLITICAL CAREER AS A COUNTY JUDGE, U.S. SENATOR, VICE PRESIDENT, AND PRESIDENT. TRUMAN'S POST-PRESIDENTIAL YEARS AND HIS CLOSE FAMILY TIES ARE ALSO EXPLORED. THE EXHIBITION FEATURES FOUR DISCOVERY AREAS AND AN INTERACTIVE QUIZ WHERE VISITORS CAN PARTICIPATE IN ENGAGING ACTIVITIES TIED TO THE LIFE OF HARRY TRUMAN. EXHIBITION 3) "THE TRUMAN WORKING OFFICE" - FROM THE TIME THE TRUMAN LIBRARY AND MUSEUM OPENED IN 1957, HARRY TRUMAN MAINTAINED AN OFFICE WITHIN THE LIBRARY, OFTEN WORKING FIVE TO SIX DAYS A WEEK WRITING HIS MEMOIRS, ARTICLES, LETTERS, AND MEETING WITH DIGNATARIES AND CELEBRITIES. FOLLOWING MR. TRUMAN'S DEATH IN 1972, THE OFFICE BECAME A PERMANENT EXHIBIT THAT COULD BE VIEWED BY THE PUBLIC. DURING 2008-2009, THE EXHIBIT UNDERWENT A $1.4 MILLION RENOVATION WITH FUNDS RAISED BY THE TRUMAN LIBRARY INSTITUTE. THE RENOVATION INCLUDED CONSTRUCTION OF A NEW PAVILION, ADJACENT TO THE OFFICE, BUILT TO HOUSE STATE-OF-THE-ART VIDEO AND INTERACTIVE STATIONS, ALONG WITH PHOTOGRAPHIC WALL PANELS EXPLAINING THE OFFICE'S RICH HISTORY AND CONTENTS. TOTAL TRUMAN LIBRARY MUSEUM VISITATION FOR THE FY19 PERIOD WAS 49,154. THE MUSEUM OFFICIALLY CLOSED TO THE PUBLIC ON JULY 23, 2019 FOR A YEAR-LONG $25 MILLION RENOVATION. DURING ITS FINAL JULY 20-22 WEEKEND, 2,538 VISITORS WERE TREATED TO COMPLIMENTARY ADMISSION. EXHIBITIONS 1 AND 2 HAVE BEEN DECOMMISSIONED AND WILL BE COMPLETELY TRANSFORMED INTO A NEW MAIN LEVEL EXHIBITION THAT PROMISES ENHANCED VISITOR EXPERIENCES UNLIKE ANYTHING PREVIOUSLY OFFERED. EVEN THE WALK FROM THE PARKING LOT WILL SPARK REACTIONS WHEN VISITORS CATCH THEIR FIRST GLIMPSE OF THE STUNNING ENTRANCE TO THE NEW MUSEUM LOBBY. AND FROM THE MOMENT THEY STEP INSIDE, THE STORY OF TRUMAN'S PRESIDENCY WILL UNFOLD IN A RIVETING, MULTIMEDIA JOURNEY UNLIKE ANYTHING ELSE WITHIN 1,000 MILES OF KANSAS CITY. 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-WORLD WAR II 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, AS TRUMAN HIMSELF ORIGINALLY ENVISIONED IT - "A CLASSROOM FOR DEMOCRACY - A PLACE TO HELP YOUNG PEOPLE, IN PARTICULAR, UNDERSTAND THE SIGNIFICANCE OF THEIR GOVERNMENT." AS NOTED BY CLIFTON TRUMAN DANIEL, "GRANDPA WOULD LIKE THE IDEA THAT THIS RENOVATION WILL KEEP HIM, HIS TIMES, AND HIS PRESIDENCY ALIVE FOR FUTURE GENERATIONS WHILE AT THE SAME TIME EDUCATING THEM ABOUT THE WORKINGS AND RELEVANCY OF THEIR GOVERNMENT." COME SEE FOR YOURSELF NEXT FALL, WHEN THE DOORS TO THE NEWLY RENOVATED HARRY S. TRUMAN LIBRARY AND MUSEUM REOPEN.WHILE THE TRUMAN LIBRARY IS CLOSED FOR RENOVATION, THE TRUMAN LIBRARY INSTITUTE HAS 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 TO SHAPE 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 6-OCTOBER 25, 2019. INAUGURAL ATTENDANCE ESTIMATED AT 1,200. 356485 9854 356485 9854 2526310 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 37 0 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 31 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 195864 0 43817 MAUREEN MCMEEL CARROLL 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 95784 0 23517 291648 0 67334 1 0 1 0 GALLAGHER & ASSOCIATES 8665 GEORGIA AVENUE SILVER SPRING MD 20910 MUSEUM REDESIGN PLANNING 1144224 MONADNOCK MEDIA 59 NORTH STREET HATFIELD MA 01038 MUSEUM REDESIGN PLANNING - AUDIO/VISUALS 268000 2 256693 511776 3398078 136866 4166547 WHITE HOUSE DECISION CENTER REVEN 900099 73681 73681 73681 331389 331389 17891451 17489512 401939 401939 401939 64500 511776 127946 -63446 -63446 MISCELLANEOUS INCOME 900099 17389 17389 17389 4927499 91070 0 669882 X 47262 47262 20864 20864 385515 58736 198587 128192 351775 145698 14770 191307 21388 8131 2008 11249 115928 45930 4536 65462 44593 13602 11546 19445 24776 24776 26250 26250 318905 318905 41698 41698 24708 24708 78109 78109 81196 10052 46024 25120 34698 34698 8630 8630 28889 28889 CAPITAL PROJECTS 1631663 1631663 FUNDRAISING OTHER DIREC 326044 326044 PUBLIC PROGRAMS 174047 174047 U.S. CAPITAL ROTUNDA TR 85392 85392 186414 172126 14288 4058744 2526310 432422 1100012 45872 38846 13687831 14380398 13733703 14419244 0 0 X 5435327 4702651 4745228 6013445 3553148 3703148 13733703 14419244 13733703 14419244 868755 -183214 0 X X 0 1 X 1 0 X 1647422 1455801 2626654 3589917 4166547 13486341 1647422 1455801 2626654 3589917 4166547 13486341 4097076 9389265 232304 225574 240733 281016 331389 1311016 85486 96814 72402 75741 81889 412332 15209689 0.61730 0.60040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2014 AMOUNT: $ 28,963. 2015 AMOUNT: $ 33,814. 2016 AMOUNT: $ 14,352. 2017 AMOUNT: $ 11,991. 2018 AMOUNT: $ 17,389. GROSS INCOME FROM FUNDRAISER - 2014 AMOUNT: $ 56,523. 2015 AMOUNT: $ 63,000. 2016 AMOUNT: $ 58,050. 2017 AMOUNT: $ 63,750. 2018 AMOUNT: $ 64,500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8100333 150000 341786 500486 8091633 8375121 50000 538299 863087 8100333 7744253 2958 914013 286103 8375121 7292433 5034 693404 246618 7744253 7423244 275276 -142981 263106 7292433 0.30920 0.45770 0.23310 1 0 0 4744285 -183214 -183214 4927499 0 4927499 4058744 0 4058744 0 4058744 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) 5 14876 CHECK, WIRE TRANSFER RESEARCH GRANTS SUB-SAHARAN AFRICA 1 2929 CHECK, WIRE TRANSFER RESEARCH GRANTS SOUTH AMERICA 1 3059 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. X X 0 STRATEGIC CAPITOL CONSULTING 16141 SWINGLEY RIDGE ROAD SUITE 11 CHESTERFIELD MO 63017 FUNDRAISING 0 0 282000 0 MCKELLAR GROUP INC 230 E LOCH LLOYD PKWY BELTON MO 64102 FUNDRAISING 0 0 15000 0 KERN & ASSOCIATES PO BOX 1001 KEARNEY MO 64060 FUNDRAISING 0 0 8000 0 STACY BENSON 8411 ENSLEY LN LEAWOOD KS 66206 FUNDRAISING 0 0 13905 0 318905 WILD ABOUT HARRY 576276 511776 64500 88716 39230 576276 511776 64500 88716 39230 127946 -63446 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 AFTER FISCAL YEAR ENDED 9-30-19. 1 RESEARCH GRANT 14 16262 DISSERTATION YEAR FELLOWSHIP 2 16000 SCHOLAR'S AWARD 1 15000 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 1 0 0 0 0 0 0 0 0 MORGAN A BURDEN EXECUTIVE DIRECTOR/EX OFFICIO DIRECT 195864 0 0 0 0 0 14077 0 29740 0 239681 0 0 0 X 17 136866 FMV 0 0 0 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 WHITE HOUSE DECISION CENTER: PROGRAM SERVICE EXPENSES 39,138. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,138. SUMMER TEACHER INSTITUTE: PROGRAM SERVICE EXPENSES 38,852. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,852. EXHIBITS: PROGRAM SERVICE EXPENSES 38,524. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,524. EDUCATION: PROGRAM SERVICE EXPENSES 36,020. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,020. TRU MAGAZINE PUBLICATION: PROGRAM SERVICE EXPENSES 17,544. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,544. ANNUAL MEMBERSHIP PROGRAMS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 14,288. TOTAL EXPENSES 14,288. VOLUNTEER/INTERN SERVICES: PROGRAM SERVICE EXPENSES 959. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 959. PREVENTATIVE MAINTENCE: PROGRAM SERVICE EXPENSES 568. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 568. CONTINGENCY/OTHER: PROGRAM SERVICE EXPENSES 521. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 521. 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.