2017-11-07T10:01:20-06:00 2016-12-31 BEVERLY POWELL CPA LLC 115 E WALNUT STREET INDEPENDENCE MO 64050 990 2016-01-01 431482136 TRUMAN HEARTLAND COMMUNITY FOUNDATION TRUM 8168368189 4200 LITTLE BLUE PARKWAY SUITE 340 INDEPENDENCE MO 64057 PHILLIP HANSON PRESIDENT/CEO 8168368898 2017-11-06 true BEVERLY POWELL P00623829 8168330078 2017-11-07 X 23D3ECED3957D66746EB1FFEA5726AC10610B41C C0AA0F651FC821C4050BB1F6D62EC6BB119F123A 2016 2018-03-14 21:41:22Z PHILLIP HANSON 439 E 64TH TERRACE KANSAS CITY MO 64131 7134419 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. 28 28 7 276 0 4863328 5567525 0 1126540 975547 488801 506453 6478669 7049525 3114238 3326055 0 496793 516121 0 184291 651108 726254 4262139 4568430 2216530 2481095 34745402 38249977 9917813 9292799 24827589 28957178 X THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. false false 4029536 3326055 TRUMAN HEARTLAND COMMUNITY FOUNDATION STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2016 HIGHLIGHTS TRUMAN HEARTLAND COMMUNITY FOUNDATION HAS DEMONSTRATED THE EFFECT OF PRIVATE GIVING FOR THE PUBLIC GOOD FOR 35 YEARS IN EASTERN JACKSON COUNTY. THIS PAST YEAR WAS VERY PRODUCTIVE WITH CONTRIBUTIONS TOTALING 5.7 MILLION. GRANTS MADE FROM ALL FUNDS, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS AND THE ANNUAL COMMUNITY GRANTS PROGRAM REACHED 3.35 MILLION. THERE ARE NOW MORE THAN 600 FUNDS INCLUDING 34 NEW FUNDS ESTABLISHED IN 2016. THE ANNUAL COMMUNITY GRANTS COMMITTEE, INCLUDING REPRESENTATIVES FROM THE FOUR ADVISORY BOARDS AND YOUTH ADVISORY COUNCIL, AWARDED 53 GRANTS TO ORGANIZATIONS PERTAINING TO HEALTH AND WELFARE, ARTS AND CULTURE, AND COMMUNITY BETTERMENT AND EDUCATION TOTALING 294,034. SCHOLARSHIPS WERE AWARDED TO 184 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE AND TECHNICAL STUDENTS, TOTALING 234,582 TO SUPPORT CONTINUING EDUCATION. THE 80 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 14, BRINGING THE TOTAL MEMBERSHIP TO 137. THEIR THOUGHTFUL PLANNING AND GENEROSITY WILL CONTINUE TO BENEFIT OUR COMMUNITY INTO THE FUTURE. THE COMMUNITY FOR ALL AGES COALITION WITH MORE THAN 60 MEMBERS CONTINUES TO FOCUS ON INITIATIVES IN SUPPORT OF THE AGING POPULATION IN EASTERN JACKSON COUNTY. RESEARCH INDICATES THOSE AGED 65 YEARS AND OVER WILL LIVE LONGER, BE HEALTHIER AND MORE ACTIVE, AND SEEK SERVICES, INCLUDING HOUSING OPTIONS THAT ENHANCE WELL-BEING AND AN ENGAGED LIFESTYLE. THE COALITION AND THCF ARE SPEARHEADING PROGRAMS TO PROVIDE TRANSPORTATION AND OTHER SERVICES TO OUR GROWING AGING POPULATION. THE THCF YOUTH ADVISORY COUNCIL (YAC) INCLUDES 180 STUDENTS FROM 13 LOCAL SCHOOLS. THEY LEARN AND PRACTICE PHILANTHROPY THROUGH AN ANNUAL FOOD DRIVE AND HOST A FUNDRAISING EVENT THAT SUPPORTS 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, PLANNED THE ANNUAL BLACK-TIE EVENT AT THE SHERATON CROWN CENTER HOTEL. WITH 650 GUESTS IN ATTENDANCE, IT WAS A GOOD SUCCESS. ONCE AGAIN, THE FOUNDATION WAS IN THE SPOTLIGHT WITH AN OPPORTUNITY TO SHOWCASE OUR WORK AND TO INTRODUCE THOSE WONDERFUL PEOPLE WHO THROUGH THEIR COMMITMENT TO COMMUNITY IMPROVEMENT EARN OUR RECOGNITION AS "OUTSTANDING CITIZENS." THE COMMITTEE SURPASSED ITS GOAL AND GENERATED MORE THAN 158,581 IN PROCEEDS FOR USE BY THE FOUNDATION IN MEETING OPERATING EXPENSES. 4029536 true true false false 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 false false false false false false false false false true false false false true false false false false true 21 0 7 true false false false false true true true true false false false false false false false X 28 28 false false true false false false false true true true true true true true true true true true true true false MO X X X TRUMAN HEARTLAND COMMUNITY FOUND 8168368189 4200 LITTLE BLUE PARKWAY STE 340 INDEPENDENCE MO 64057 CLIFFORD JONES VICE CHAIR 2.00 X X 0 0 0 DAVID WILLIAMS TREASURER 2.00 X X 0 0 0 CHARLES SHIELDS DIRECTOR 2.00 X 0 0 0 BARBARA KOIRTYOHANN DIRECTOR 2.00 X 0 0 0 HELEN HATRIDGE DIRECTOR 2.00 X 0 0 0 CINDY CAVANAH SECRETARY 2.00 X X 0 0 0 TRACEY MERSHON DIRECTOR 2.00 X 0 0 0 ELEANOR FRASIER DIRECTOR 2.00 X 0 0 0 ROBERT HEPTING DIRECTOR 2.00 X 0 0 0 DAVID JETER CHAIR 2.00 X X 0 0 0 JUDY FORRESTER PAST CHAIR 2.00 X X 0 0 0 RON FINKE DIRECTOR 2.00 X 0 0 0 MELANIE MOENTMANN DIRECTOR 2.00 X 0 0 0 PATRICIA HATLEY DIRECTOR 2.00 X 0 0 0 KIRK NOOKS DIRECTOR 2.00 X 0 0 0 STEVE POTTER DIRECTOR 2.00 X 0 0 0 STAN SALVA DIRECTOR 2.00 X 0 0 0 MONTIE TRIPP DIRECTOR 2.00 X 0 0 0 CANDY WHITE DIRECTOR 2.00 X 0 0 0 JONATHAN ZERR DIRECTOR 2.00 X 0 0 0 DAVID BOWER DIRECTOR 2.00 X 0 0 0 CHRIS CULBERTSON DIRECTOR 2.00 X 0 0 0 TOM DUVALL DIRECTOR 2.00 X 0 0 0 JILL ESRY DIRECTOR 2.00 X 0 0 0 LINDA GERDING DIRECTOR 2.00 X 0 0 0 DIANE KRIZEK DIRECTOR 2.00 X 0 0 0 MACHELLE RIFFE DIRECTOR 2.00 X 0 0 0 JEFF WALTERS DIRECTOR 2.00 X 0 0 0 PHILLIP HANSON PRESIDENT/CE 40.00 X 133950 0 4619 BEVERLY POWELL CFO 35.00 X 79119 0 3075 213069 7694 1 false false false 234993 5332532 1646565 5567525 972350 972350 3562 365 3562 -365 3197 3197 85216 234993 84529 687 3351 ADMINISTRATION INCOME 501440 501440 MISCELLANEOUS INCOME 4326 4326 505766 7049525 3197 1481467 3107232 3107232 218823 218823 220763 75719 95512 49532 248543 95292 73141 80110 13547 7082 2890 3575 33268 12141 11903 9224 1380 1380 8650 8650 13112 6406 6398 308 14946 12619 1678 649 47318 18963 12838 15517 23915 23915 5819 1455 2909 1455 10238 10238 15676 15676 ADMINISTRATIVE FEES 457271 457271 MARKETING/RECRUITING EXPE 92287 6545 66100 19642 EQUIPMENT RENTAL/MAINTENA 8994 4498 2248 2248 DUES & MEMBERSHIPS 6721 6721 19927 5490 12406 2031 4568430 4029536 354603 184291 X 482997 266960 2790114 2796520 77032 11330 3345 2392 19420 10003 307872 85981 234526 221891 31137968 34940881 34745402 38249977 52339 63835 9865474 9228964 9917813 9292799 X 21572043 26467324 3255546 2489854 24827589 28957178 34745402 38249977 2481095 1083028 565466 X false true X true false X 2610153 5362428 4771835 4863328 5567525 23175269 2610153 5362428 4771835 4863328 5567525 23175269 4615851 18559418 799895 765721 1000075 946737 972350 4484778 351128 442485 568793 461058 505766 2329230 29989277 7890 0.61890 0.64810 X PART II, LINE 10 MISCELLANEOUS INCOME 23,314 ADMINISTRATION INCOME 2,305,916 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 190 428 3199897 2171814 995362 2354977 8556693 29629451 true true 14323641 1260428 956445 850042 901 237519 15452052 13663097 2168155 -451000 826861 167 229583 14323641 12610365 1119240 639251 645204 95 60461 13663097 9363806 2259874 1796892 634763 175443 12610365 8504721 631157 1194196 389024 435934 141310 9363806 0.82510 0.01380 0.16110 false false 89900 89900 95100 17291 77809 99608 53812 45796 23264 14878 8386 221891 AGENCY FUNDS 8464084 LIAB UNDER SPLIT-INT AGREEMENTS 722545 LIABILITY FOR LIFE ESTATE RESERVED 42335 9228964 7469693 1083028 44720 -707580 420168 7049525 7049525 3340104 44720 -1273043 -1228323 4568427 3 3 4568430 SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -35,698 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 81,260 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 292,783 GAIN ON VALUE OF LIFE ESTATE RESERVED 4,027 INCOME RELATED TO AGENCY FUNDS -1,050,319 LOSS ON DISPOSITION OF ASSET 367 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO AGENCY FUNDS -1,354,670 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 81,260 LOSS ON DISPOSITION OF ASSET 367 SCHEDULE D, PAGE 4, PART XII, LINE 4B BOOK / TAX DEPRECIATION DIFFERENCE 3 MO GALA - THCF 214385 152685 61700 42632 1600 10748 ROTARY CARNIVAL 88346 73830 14516 8218 150 9355 2 15368 7478 7890 319 9255 890 90 318099 233993 84106 319 9255 51740 1750 20193 83257 849 true ACBL EDUCATIONAL FOUNDATION 6575 WINDCHASE BLVD HORN LAKE MS 38637 581408671 (C)3 5100 BRIDGE CAMP ALLEN PRESS PO BOX 621 LAWRENCE KS 660440621 480698934 20546 PUBLISH COSTS ALLEN PRESS PO BOX 621 LAWRENCE KS 660440621 480698934 14281 PUBLISH COSTS ALLEN PRESS PO BOX 621 LAWRENCE KS 660440621 480698934 41675 PUBLISH COSTS ANNUNCIATION HOUSE 815 MYRTLE AVE EL PASO TX 79901 741152529 (C) 3 8000 BUILDING RENOV. ARABIA STEAMBOAT MUSEUM FOUNDATION 400 GRAND BLVD KANSAS CITY MO 64106 431566373 (C) 3 35000 OP EXPENSE BLUE SPRINGS EDUCATION FOUNDATION 1801 NW VESPER ST BLUE SPRINGS MO 64015 462948172 (C) 3 20000 GRANTS/SCHOLARSHIPS BLUE SPRINGS SCHOOL DISTRICT 1801 NW VESPER BLUE SPRINGS MO 64015 446004932 5549 WORKSHOP EXPENSES BLUE SPRINGS SCHOOL DISTRICT 1801 NW VESPER BLUE SPRINGS MO 64015 446004932 10686 WORKSHOP EXPENSES BLUE SPRINGS SOUTH HIGH SCHOOL 1200 SE ADAMS DAIRY BLUE SPRINGS MO 64014 446004932 12900 NEW GROUNDS MACHINE CENTER FOR CONFLICT RESOLUTION 1734 E 63RD ST SUITE 305 KANSAS CITY MO 64110 431890891 (C) 3 8500 OP EXPENSE CHILD ABUSE PREVENTION ASSOCIATION 503 E 23RD STREET INDEPENDENCE MO 64055 431067711 (C) 3 10357 WORK SPACES CHILD ABUSE PREVENTION ASSOCIATION 503 E 23RD STREET INDEPENDENCE MO 64055 431067711 (C) 3 10000 OP EXPENSE CHILDREN'S MERCY HOSPITALS & CLINIC 2401 GILLHAM ROAD KANSAS CITY MO 64108 440605373 (C) 3 75000 ENDOWED CHAIR/LIVER CHRISTIAN CHURCH OF GREATER KANSAS 7600 W 75TH STREET SUITE 6 OVERLAND PARK KS KS 662042894 440558472 (C) 3 9000 UNREST GRANT CITY OF INDEPENDENCE - FINANCE DEPA 111 E MAPLE INDEPENDENCE MO 64050 446000190 8711 THERMAL IMAGING CAME CLINTON UNITED METHODIST CHURCH 601 S 4TH STREET CLINTON MO 64735 440590276 (C) 3 12000 UNRESTRICTED COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 (C) 3 8000 UNRESTRICTED CREATIVE SMARTS INC 52 ALEXANDER AVENUE BELMONT MA 02478 273456805 13900 FEB 8&9 WORKSHOPS CREATIVE SMARTS INC 52 ALEXANDER AVENUE BELMONT MA 02478 273456805 27200 WORKSHOP PRESENTATIO CREATIVE SMARTS INC 52 ALEXANDER AVENUE BELMONT MA 02478 273456805 6800 CONSULTANT FEES CRECER FOUNDATION PO BOX 399 DESOTO KS 66018 205197207 (C) 3 10000 UNRESTRICTED DEBBIE MILLER CONSULTING INC 47 SPYGLASS DRIVE LITTLETON CO 80123 861118323 8938 SPEAKER/TRAVEL FEES DEBBIE MILLER CONSULTING INC 47 SPYGLASS DRIVE LITTLETON CO 80123 861118323 9266 MARCH 8-9 WORKSHOPS DEBBIE MILLER CONSULTING INC 47 SPYGLASS DRIVE LITTLETON CO 80123 861118323 9114 SPEAKER/TRAVEL FEE DEBBIE MILLER CONSULTING INC 47 SPYGLASS DRIVE LITTLETON CO 80123 861118323 13594 SPEAKER/TRAVEL FEE DEVELOPING MINDS INC 2911 LOCH LOMOND DR SW PO BOX 82 CONYERS GA 30013 651182215 15200 WKSHP PRES. DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 (C) 3 20000 ED SUPPORT DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 (C) 3 25000 GEN OP SUPPORT FELLOWSHIP BIBLE CHURCH 1210 FRANKLIN ROAD BRENTWOOD TN 37027 621660360 (C) 3 6000 PERU MISSION TRIP FIRST BAPTIST CHURCH OF INDEPENDENC 500 WEST TRUMAN ROAD INDEPENDENCE MO 640502695 040556855 (C) 3 10000 REP & MAINT. FIRST BAPTIST CHURCH OF LEE'S SUMMI 2 NE DOUGLAS STREET LEES SUMMIT MO 64063 440572966 (C) 3 6000 2015 & 1ST QTR 2016 FIRST BAPTIST CHURCH OF OAK GROVE 400 SE 14TH STREET PO BOX 129 OAK GROVE MO 64075 440601679 (C) 3 25000 YOUTH BUILD LOAN FIRST PRESBYTERIAN CHURCH OF LEE'S 1625 NW OBRIEN RD LEES SUMMIT MO 64081 440665111 (C) 3 30000 EBENEZER FUND FIRST PRESBYTERIAN CHURCH OF LEE'S 1625 NW OBRIEN RD LEES SUMMIT MO 64081 440665111 (C) 3 60250 BUILD IMPROVE FIRST PRESBYTERIAN CHURCH OF LEE'S 1625 NW OBRIEN RD LEES SUMMIT MO 64081 440665111 (C) 3 20000 OP EXPENSE GIFT OF LIFE 6405 METCALF AVE STE 109 OVERLAND PARK KS 66202 481198979 (C) 3 25000 OP. SUPPORT GIFT OF LIFE 6405 METCALF AVE STE 109 OVERLAND PARK KS 66202 481198979 (C) 3 15000 OP. EXPENSES GIFT OF LIFE 6405 METCALF AVE STE 109 OVERLAND PARK KS 66202 481198979 (C) 3 17000 OP. EXPENSES GRACELAND UNIVERSITY 1 UNIVERSITY PLACE LAMONI IA 50140 420707114 (C) 3 15000 ENDOWED CHAIR SUPPOR GRAIN VALLEY R-5 SCHOOL DISTRICT P O BOX 304 31606 NE PINK HILL RD GRAIN VALLEY MO 640290719 446004947 13853 SCHOOL GRANTS/PROGRA GRAIN VALLEY R-5 SCHOOL DISTRICT P O BOX 304 31606 NE PINK HILL RD GRAIN VALLEY MO 640290719 446004947 19860 16 SCHOLARSHIPS GREATER KANSAS CITY COMMUNITY FOUND 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 431152398 (C) 3 27200 HORN FDN. GREATER KANSAS CITY COMMUNITY FOUND 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 431152398 (C) 3 6800 FINAL GRANT HEALTHED CONNECT 1401 W TRUMAN ROAD INDEPENDENCE MO 64050 271115162 (C) 3 56084 FINAL GRANT HEART OF AMERICA BOY SCOUTS OF AMER 10210 HOLMES PO BOX 414177 KANSAS CITY MO 641414171 440545995 (C) 3 10000 SUMMER CAMP HILLCREST TRANSITIONAL HOUSING- EJC 401 NORTH SPRING PO BOX 408 INDEPENDENCE MO 64051 431836391 (C) 3 75000 GEN. OPERATING HILLCREST TRANSITIONAL HOUSING- EJC 401 NORTH SPRING PO BOX 408 INDEPENDENCE MO 64051 431836391 (C) 3 10000 DEMO KITCHEN HILLCREST TRANSITIONAL HOUSING- EJC 401 NORTH SPRING PO BOX 408 INDEPENDENCE MO 64051 431836391 (C) 3 18000 UNREST. GRANT HILLCREST TRANSITIONAL HOUSING- EJC 401 NORTH SPRING PO BOX 408 INDEPENDENCE MO 64051 431836391 (C) 3 7719 GRANT FOR HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 431265685 (C) 3 8982 BDAY FUND HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 431265685 (C) 3 6500 HVAC SYSTEM HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 431265685 (C) 3 46412 ANNUAL PAYOUT INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 446003031 6000 UTILITY VEHICLE PURC JABEZ RETREAT CENTER 705-B SE MELODY LANE PMB 135 LEES SUMMIT MO 64063 204877629 (C) 3 15000 UNRESTRICTED JACKSON COUNTY HEALTH DEPARTMENT 313 S LIBERTY INDEPENDENCE MO 64050 440661018 (C) 3 92800 MED ASSIST PROGRAM JACKSON COUNTY HISTORICAL SOCIETY P O BOX 4241 INDEPENDENCE MO 64051 440651562 1(C) 3 20000 MUSEUM SUPPORT JUNIOR ACHIEVEMENT OF MIDDLE AMERIC 4049 PENNSYLVANIA AVE SUITE 150 KANSAS CITY MO 64111 440604809 (C) 3 22358 START WITH END IN MI KANSAS CITY UNIVERSITY OF MEDICINE 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 440545280 (C) 3 6000 SCORE 1- RAYTOWN LEE UNIVERSITY- FUNDRAISING 1120 N OCOEE ST CLEVELAND TN 37311 620502739 (C) 3 10000 SILAS DEAN CARLSON S LEE'S SUMMIT SYMPHONY ORCHESTRA P O BOX 352 LEES SUMMIT MO 64063 270055476 (C) 3 7000 COMMUNITY OUTREACH LEE'S SUMMIT UNDERWATER RECOVERY I P O BOX 6575 LEES SUMMIT MO MO 640642110 431304163 (C) 3 8750 REG REPLACEMENT LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 19555 INSURANCE PREM LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 44000 INSURANCE PREM LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 24310 PREM PAYMENT LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 30000 PREM PAYMENT LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 11000 LIFE INS PREM PAY LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 10000 LIFE INS PREM LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 30400 LIFE INS PREM LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 6500 LIFE INS PREM LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 10843 PREM DUE LONGVIEW HORSE PARK ASSOCIATION RR2 BOX 239 ADRIAN MO 64720 431308722 (C) 3 5567 UNRESTRICTED GRANT METROPOLITAN COMMUNITY COLLEGE KC F 3200 BROADWAY KANSAS CITY MO 64111 510181875 (C) 3 25000 CYBER SECURITY CENTE METROPOLITAN COMMUNITY COLLEGE KC F 3200 BROADWAY KANSAS CITY MO 64111 510181875 (C) 3 25000 CYBER SECURITY CENTE MISSION SOUTHSIDE 18335 W 168TH TERRACE OLATHE KS 66062 273655778 (C) 3 40000 BUILD PURCH MISSOURI 4-H FOUNDATION 1110 S COLLEGE AVENUE COLUMBIA MO 65211 436044367 (C) 3 7000 SCHOLARSHIPS MISSOURI COLLEGE ADVISING CORPS CO 79 JESSE HALL COLUMBIA MO 65211 436003859 (C) 3 15000 CONNECTING THE DOTS MOTHER'S REFUGE 14400 E 42ND ST S STE 220 INDEPENDENCE MO 64055 431454628 (C) 3 15000 VAN PURCH MATCH FDS MUSIC-ARTS INSTITUTE 1010 S PEARL INDEPENDENCE MO 64050 431245831 (C) 3 10000 AS NEEDED MUSIC-ARTS INSTITUTE 1010 S PEARL INDEPENDENCE MO 64050 431245831 (C) 3 25000 AS NEEDED MUSIC-ARTS INSTITUTE 1010 S PEARL INDEPENDENCE MO 64050 431245831 (C) 3 10000 SCHOLARSHIP PROGRAM NATIONAL FEDERATION OF COMMUNITY DE 39 BROADWAY SUITE 2140 NEW YORK NY 100063063 112421972 (C) 3 8000 HOLY ROSARY CU NORTHWEST COMMUNITIES DEVELOPMENT C PO BOX 520532 INDEPENDENCE MO 64052 431822719 (C) 3 10000 CLOTHES/SHOES OWL HOLLOW FARM 10908 S HUNT ROAD LONE JACK MO 64070 453705518 (C) 3 10000 UNRESTRICTED PHAME ACADEMY 1631 NE BROADWAY SUITE 13 PORTLAND OR 97232 930991167 (C) 3 8000 PROGRAM RESHAPING POWELL GARDENS 1609 NW US HIGHWAY 50 KINGSVILLE MO 640618999 431483357 (C) 3 10000 GOOD TO GROW POWELL GARDENS 1609 NW US HIGHWAY 50 KINGSVILLE MO 640618999 431483357 (C) 3 25000 CAMPAIGN RAYTOWN EDUCATIONAL FOUNDATION 10750 E 350 HIGHWAY RAYTOWN MO 64138 431667551 (C) 3 13000 ASPIRE SCHOLARSHIP REDISCOVER 901 NE INDEPENDENCE AVE LEE SUMMIT MO 64086 237169417 (C) 3 277071 80% OF FUNDS RESTART INC 918 E 9TH STREET KANSAS CITY MO 641063072 431349378 (C) 3 21000 UNRESTRICTED GRANT ROTARY FOUNDATION OF ROTARY INTERNA 1560 SHERMAN AVENUE EVANSTON IL 60201 363245072 (C) 3 35000 POLIO ERADICATION SCHOOL OF ECONOMICS 200 NW 14TH STREET BLUE SPRINGS MO 64015 431581206 (C) 3 15000 OP EXPENSE SCHOOL OF ECONOMICS 200 NW 14TH STREET BLUE SPRINGS MO 64015 431581206 (C) 3 24000 CONTINGENCY FUND SPECIAL NEIGHBORS INC 3675 S NOLAND ROAD SUITE 110 INDEPENDENCE MO 64055 431154462 (C) 3 12808 FINAL GRANT SPECIAL NEIGHBORS INC 3675 S NOLAND ROAD SUITE 110 INDEPENDENCE MO 64055 431154462 (C) 3 12068 FINAL GRANT ST PAUL UNITED METHODIST CHURCH 3601 S STERLING AVE INDEPENDENCE MO 64052 430889029 (C) 3 22020 OP SUPPORT ST PAUL UNITED METHODIST CHURCH 3601 S STERLING AVE INDEPENDENCE MO 64052 430889029 (C) 3 17231 OP SUPPORT STEPPINGSTONE-EVANGELICAL CHILDREN' 5100 NOLAND ROAD KANSAS CITY MO 64133 430654856 (C) 3 12000 UNREST GRAND SUPPORTING KIDS FOUNDATION PO BOX 15171 LENEXA KS KS 66285 272386653 (C) 3 20000 ASSIST FAMILIES TOVANI GROUP 7033 S ONEIDA CIRCLE CENTENNIAL CO 80112 200121957 9700 LIT WORKSHOPS TOVANI GROUP 7033 S ONEIDA CIRCLE CENTENNIAL CO 80112 200121957 9500 FEB. 10-11 WORKSHOPS UMKC 5100 ROCKHILL ROAD KANSAS CITY MO 641102499 436003859 13860 PHASE 2 CIVIC ENGAGE UMKC - SCHOOL OF COMPUTING & ENGINE 547 A FLARSHEIM HALL 5100 ROCKHILL KANSAS CITY MO 64110 436003859 (C) 3 10000 HARMON SCHOLARSHIP UNITED WAY OF GREATER KANSAS CITY 801 W 47TH ST SUITE 500 KANSAS CITY MO 64112 440545812 (C) 3 10000 ANNUAL GIFT UNIVERSITY OF MO EXTENSION 1600 NE CORONADO BLUE SPRINGS MO MO 64014 440602985 (C) 3 7400 YOUTH SPECIALIST/TRA UNIVERSITY OF MO EXTENSION 1600 NE CORONADO BLUE SPRINGS MO MO 64014 440602985 (C) 3 13000 INDEPENDENCE ROBOTIC URBAN NEIGHBORHOOD INITIATIVE 2700 E 18TH ST SUITE 261 KANSAS CITY MO 64127 454879810 (C) 3 8000 VISTA VOLUNTEERS SCHOLARSHIPS 184 218823 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 54 1646565 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 6 SERVE AS LIASONS TO THE VARIOUS COMMITTEES. FORM 990, PAGE 2, PART III, LINE 4A THE ANNUAL COMMUNITY GRANTS COMMITTEE, INCLUDING REPRESENTATIVES FROM THE FOUR ADVISORY BOARDS AND YOUTH ADVISORY COUNCIL, AWARDED 53 GRANTS TO ORGANIZATIONS PERTAINING TO HEALTH AND WELFARE, ARTS AND CULTURE, AND COMMUNITY BETTERMENT AND EDUCATION TOTALING 294,034. SCHOLARSHIPS WERE AWARDED TO 184 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE AND TECHNICAL STUDENTS, TOTALING 234,582 TO SUPPORT CONTINUING EDUCATION. THE 80 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 14, BRINGING THE TOTAL MEMBERSHIP TO 137. THEIR THOUGHTFUL PLANNING AND GENEROSITY WILL CONTINUE TO BENEFIT OUR COMMUNITY INTO THE FUTURE. THE COMMUNITY FOR ALL AGES COALITION WITH MORE THAN 60 MEMBERS CONTINUES TO FOCUS ON INITIATIVES IN SUPPORT OF THE AGING POPULATION IN EASTERN JACKSON COUNTY. RESEARCH INDICATES THOSE AGED 65 YEARS AND OVER WILL LIVE LONGER, BE HEALTHIER AND MORE ACTIVE, AND SEEK SERVICES, INCLUDING HOUSING OPTIONS THAT ENHANCE WELL-BEING AND AN ENGAGED LIFESTYLE. THE COALITION AND THCF ARE SPEARHEADING PROGRAMS TO PROVIDE TRANSPORTATION AND OTHER SERVICES TO OUR GROWING AGING POPULATION. THE THCF YOUTH ADVISORY COUNCIL (YAC) INCLUDES 180 STUDENTS FROM 13 LOCAL SCHOOLS. THEY LEARN AND PRACTICE PHILANTHROPY THROUGH AN ANNUAL FOOD DRIVE AND HOST A FUNDRAISING EVENT THAT SUPPORTS 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, PLANNED THE ANNUAL BLACK-TIE EVENT AT THE SHERATON CROWN CENTER HOTEL. WITH 650 GUESTS IN ATTENDANCE, IT WAS A GOOD SUCCESS. ONCE AGAIN, THE FOUNDATION WAS IN THE SPOTLIGHT WITH AN OPPORTUNITY TO SHOWCASE OUR WORK AND TO INTRODUCE THOSE WONDERFUL PEOPLE WHO THROUGH THEIR COMMITMENT TO COMMUNITY IMPROVEMENT EARN OUR RECOGNITION AS "OUTSTANDING CITIZENS." THE COMMITTEE SURPASSED ITS GOAL AND GENERATED MORE THAN 158,581 IN PROCEEDS FOR USE BY THE FOUNDATION IN MEETING OPERATING EXPENSES. FORM 990, PAGE 6, PART VI, LINE 4 BYLAWS WERE RESTATED TO INCLUDE SEVERAL AMENDMENTS PREVIOUSLY APPROVED BY THE BOARD OF DIRECTORS AS WELL AS ADDITIONAL CHANGES TO THE GIFT ACCEPTANCE POLICY. NONE OF THE CHANGES WERE SIGNIFCANT TO THE PURPOSE AND BASIC OPERATIONS OF THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 9 CLIFFORD JONES 4721 S CLIFF AVENUE STE 204 INDEPENDENCE, MO 64055-6938 DAVID WILLIAMS 19600 E 39TH STREET INDEPENDENCE, MO 64057 CHARLES SHIELDS 2301 HOLMES ST KANSAS CITY, MO 64018 BARBARA KOIRTYOHANN 412 NE THORNBERRY PLACE LEES SUMMIT, MO 64063 HELEN HATRIDGE 717 SW WINTERGARDEN DRIVE LEES SUMMIT, MO 64081 CINDY CAVANAH 416 NW POPLAR STREET LEES SUMMIT, MO 64064 TRACEY MERSHON 10015 WINDSOR DRIVE LEES SUMMIT, MO 64063 ELEANOR FRASIER 1304 NW 5TH TERRACE BLUE SPRINGS, MO 64014 ROBERT HEPTING 500 N.E. SAWGRASS COURT LEES SUMMIT, MO 64064 DAVID JETER 4404 HICKORY LANE BLUE SPRINGS, MO 64015 JUDY FORRESTER 17611 48TH TERRACE CT S INDEPENDENCE, MO 64055 RON FINKE 4200 LITTLE BLUE PKWY ST 620 INDEPENDENCE, MO 64055 MELANIE MOENTMANN 2701 BERRY AVE INDEPENDENCE, 1 64057 PATRICIA HATLEY 4308 SW HICKORY LANE BLUE SPRINGS, MO 64015 KIRK NOOKS 500 SE LONGVIEW ROAD LEE'S SUMMIT, MO 64081 STEVE POTTER 711 SW JOSEPH CIRCLE GRAIN VALLEY, MO 64029 STAN SALVA 4026 N RIVER BLVD. INDEPENDENCE, MO 64050 MONTIE TRIPP 37508 HUDSON ROAD OAK GROVE, MO 64075 CANDY WHITE 1025 SW SUMMIT FALLS DR LEE'S SUMMIT, MO 64018 JONATHAN ZERR 3304 NE RALPH POWELL ROAD LEE'S SUMMIT, MO 64064 DAVID BOWER 4800 MAIN ST, STE 300 KANSAS CITY, MO 64112 CHRIS CULBERTSON 2021 SW WALDEN DR LEE'S SUMMIT, MO 64081 TOM DUVALL 2310 REDWOOD AVE INDEPENDENCE, MO 64057 JILL ESRY 1710 S LAKE DRIVE INDEPENDENCE, MO 64055-1715 LINDA GERDING 1298 SW HEARTWOOD DRIVE LEE'S SUMMIT, MO 64081 DIANE KRIZEK 10801 E. 83RD ST RAYTOWN, MO 64138 MACHELLE RIFFE 1800 NE BLUE HERON DRIVE LEE'S SUMMIT, MO 64086 JEFF WALTERS 4200 LITTLE BLUE PKWY INDEPENDENCE, MO 64057 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 CHA 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 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 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 THE ANNUAL REPORT. (ANNUAL REPORT IS 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 -35,698 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 81,260 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 292,783 GAIN ON VALUE OF LIFE ESTATE RESERVED 4,027 INCOME RELATED TO AGENCY FUNDS -1,050,319 LOSS ON DISPOSITION OF ASSET 367 EXPENSES RELATED TO AGENCY FUNDS 1,354,670 FUNDRAISING EXPENSES OFFSET AGAINST INCOME -81,260 LOSS ON DISPOSITION OF ASSET -367 BOOK / TAX DEPRECIATION DIFFERENCE 3 TOTAL 565,466 THCF REAL ESTATE LLC 4200 LITTLE BLUE PARKWAY STE 340 INDEPENDENCE MO 64057 471272132 REAL EST MO 95 TRUMAN HEA RTLAND COMMUNITY FOUNDATION