2016-11-11T12:41:21-06:00 2015-12-31 431301605 BEVERLY POWELL CPA LLC 115 E WALNUT STREET INDEPENDENCE MO 64050 990 2015-01-01 431482136 TRUMAN HEARTLAND COMMUNITY FOUNDATION TRUM 8168368189 4200 LITTLE BLUE PARKWAY SUITE 340 INDEPENDENCE MO 64057 PHILLIP HANSON PRESIDENT/CEO 8168368898 2016-11-10 true BEVERLY POWELL P00623829 8168330078 2016-11-11 X 2015 2017-02-10 21:41:12Z PHILLIP HANSON 439 E 64TH TERRACE KANSAS CITY MO 64131 6550852 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 7 271 0 4771835 4863328 0 1702295 1126540 513118 488801 6987248 6478669 3584808 3114238 0 442983 496793 0 172833 581121 651108 4608912 4262139 2378336 2216530 35104293 34745402 11282350 9917813 23821943 24827589 X THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. false false 3767252 3114238 STATEMENT 18 TRUMAN HEARTLAND COMMUNITY FOUNDATION STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2015 HIGHLIGHTS TRUMAN HEARTLAND COMMUNITY FOUNDATION HAS DEMONSTRATED THE EFFECT OF PRIVATE GIVING FOR THE PUBLIC GOOD FOR OVER 30 YEARS IN EASTERN JACKSON COUNTY. THIS PAST YEAR WAS VERY PRODUCTIVE WITH CONTRIBUTIONS TOTALING 5 MILLION. GRANTS MADE FROM ALL FUNDS, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS AND THE ANNUAL COMMUNITY GRANTS PROGRAM REACHED 3.1 MILLION. THERE ARE NOW MORE THAN 590 FUNDS INCLUDING 37 NEW FUNDS ESTABLISHED IN 2015. THE ANNUAL COMMUNITY GRANTS COMMITTEE, INCLUDING REPRESENTATIVES FROM THE FOUR ADVISORY BOARDS AND YOUTH ADVISORY COUNCIL, AWARDED 59 GRANTS TO ORGANIZATIONS PERTAINING TO HEALTH AND WELFARE, ARTS AND CULTURE, AND COMMUNITY BETTERMENT AND EDUCATION TOTALING 297,426, A SIX PERCENT INCREASE OVER LAST YEAR. SCHOLARSHIPS WERE AWARDED TO 162 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE AND TECHNICAL STUDENTS, TOTALING 197,364 TO SUPPORT CONTINUING EDUCATION. THE 83 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 15 BRINGING THE TOTAL MEMBERSHIP TO 123. THEIR THOUGHTFUL PLANNING AND GENEROSITY WILL CONTINUE TO BENEFIT OUR COMMUNITY INTO THE FUTURE. THE COMMUNITY FOR ALL AGES COALITION WITH MORE THAN 70 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 PLAY A KEY ROLE IN BRINGING AGENCIES AND SERVICES TOGETHER AS OUR COMMUNITIES PREPARE FOR THE SHIFT IN DEMOGRAPHICS. THE THCF YOUTH ADVISORY COUNCIL (YAC) INCLUDES 162 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 ENDOWMENT FUND. THE YAC STUDENTS ARE ACTIVE PARTICIPANTS OF THE COMMUNITY GRANTS COMMITTEE AND SUPPORT VARIOUS ORGANIZATIONS, UTILIZING THEIR OWN FUND. THE TOAST TO OUR TOWNS GALA COMMITTEE, CHAIRED BY MELANIE MOENTMANN, PLANNED THE ANNUAL BLACK-TIE EVENT AT THE SHERATON CROWN CENTER HOTEL. WITH 620 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 146,728 IN PROCEEDS FOR USE BY THE FOUNDATION IN MEETING OPERATING EXPENSES. 3767252 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 19 0 7 true false false false false true true true true false false false false false false false X 28 28 false false false false false false false true true true true true true true true true true true true true false MO X X TRUMAN HEARTLAND COMMUNITY FOUND 8168368189 4200 LITTLE BLUE PARKWAY STE 340 INDEPENDENCE MO 64057 DARREL HENSLEY DIRECTOR 2.00 X 0 0 0 PAUL BROOME DIRECTOR 2.00 X 0 0 0 BRAD CONSTANCE DIRECTOR 2.00 X 0 0 0 CLIFFORD JONES DIRECTOR 2.00 X 0 0 0 DAVID WILLIAMS DIRECTOR 2.00 X 0 0 0 CHARLES SHIELDS DIRECTOR 2.00 X 0 0 0 BARBARA KOIRTYOHANN VICE CHAIR/D 2.00 X X 0 0 0 MARTHA COCKERELL DIRECTOR 2.00 X 0 0 0 HELEN HATRIDGE SEC'Y/DIRECT 2.00 X X 0 0 0 BARBARA THOMPSON DIRECTOR 2.00 X 0 0 0 CINDY CAVANAH DIRECTOR 2.00 X 0 0 0 TRACEY MERSHON DIRECTOR 2.00 X 0 0 0 ELEANOR FRASIER DIRECTOR 2.00 X 0 0 0 WILLIAM ESRY DIRECTOR 2.00 X 0 0 0 ROBERT HEPTING DIRECTOR 2.00 X 0 0 0 ALLAN MARKLEY DIRECTOR 2.00 X 0 0 0 DAVID JETER TREASURER/DI 2.00 X X 0 0 0 JUDY FORRESTER CHAIR/DIRECT 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 MICHAEL BANKS 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 PHILLIP HANSON PRESIDENT/CE 40.00 X 130075 0 7330 BEVERLY POWELL CFO 40.00 X 80100 0 3887 210175 11217 1 false false false 189352 4673976 877559 4863328 946737 946737 179803 179803 179803 179803 99926 189352 72183 27743 27743 ADMINISTRATION INCOME 457427 457427 MISCELLANEOUS INCOME 3631 3631 461058 6478669 179803 1435538 2916874 2916874 197364 197364 221392 78173 93904 49315 220833 84829 72190 63814 23389 8377 7572 7440 31179 11501 11681 7997 495 495 8500 8500 13095 6404 6410 281 14588 3548 8962 2078 45171 18933 12808 13430 25997 25997 5419 1355 2709 1355 10025 10025 15813 15813 ADMINISTRATIVE FEES 406168 406168 MARKETING/RECRUITING EXPE 65238 21760 21511 21967 EQUIPMENT RENTAL/MAINTENA 8307 4153 2077 2077 DUES & MEMBERSHIPS 7380 7380 24912 7813 14020 3079 4262139 3767252 322054 172833 X 482958 482997 3116792 2790114 147192 77032 3345 10273 19420 306942 72416 249415 234526 31097663 31137968 35104293 34745402 42910 52339 11239440 9865474 11282350 9917813 X 20492165 21572043 3329778 3255546 23821943 24827589 35104293 34745402 2216530 -2130880 919996 X false true X true false X 3090513 2610153 5362428 4771835 4863328 20698257 3090513 2610153 5362428 4771835 4863328 20698257 3107453 17590804 605149 799895 765721 1000075 946737 4117577 401028 351128 442485 568793 560984 2324418 27140252 0.64810 0.67900 X PART II, LINE 10 MISCELLANEOUS INCOME 18,012 ADMINISTRATION INCOME 1,745,422 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 171 420 1355850 2581772 720199 2137887 4702365 29833746 true true 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 8032998 1206353 157582 426125 329441 136646 8504721 0.75800 0.01470 0.22730 false false 89900 89900 95100 13833 81267 99608 43850 55758 22334 14733 7601 234526 AGENCY FUNDS 8768440 LIAB UNDER SPLIT-INT AGREEMENTS 1050672 LIABILITY FOR LIFE ESTATE RESERVED 46362 9865474 4325117 -2130880 44720 -67392 -2153552 6478669 6478669 3319471 44720 -987388 -942668 4262139 4262139 SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 60,780 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 72,183 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 66,570 GAIN ON VALUE OF LIFE ESTATE RESERVED 2,058 INCOME RELATED TO AGENCY FUNDS -268,985 ROUNDING DIFFERENCE 2 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO AGENCY FUNDS -1,059,572 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 72,183 BOOK / TAX DEPRECIATION DIFFERENCE 1 MO GALA - THCF 202450 141240 61210 36323 14770 ROTARY CARNIVAL 84688 47462 37226 10099 950 8455 287138 188702 98436 46422 950 23225 70597 27839 true ADAM'S MARK HOTEL & RESORT 9103 E 39TH ST KANSAS CITY MO 64133 275427680 9619 ROTARY CARNVL CATER ADAMS POINTE GOLF CLUB 1601 RD MIZE ROAD BLUE SPRINGS MO 64014 7355 BUBALO EXPENSES ADAPTIVE SPORTS CENTER OF CRESTED B PO BOX 1639 CRESTED BUTTE CO 81224 841063447 (C)(3) 10000 OPERATING EXPENSES AMERICAN FOOD AND VENDING CO THE W 100 WEST 26TH STREET KANSAS CITY MO 64108 161382008 8708 DINNER BUFFET AMERICAN LEBANESE SYRIAN ASSOCIATED 501 ST JUDE PLACE MEMPHIS TN 38105 351044585 (C)(3) 10000 UNRESTRICTED GRANT BLUE SPRINGS SCHOOL DISTRICT 1801 NW VESPER BLUE SPRINGS MO 640153219 446004932 17400 PROJECT ZAM CHILDREN'S MERCY HOSPITALS & CLINIC 2401 GILLHAN ROAD KANSAS CITY MO 64108 440605373 (C)(3) 75000 LIVER CARE AWARD CHRISTIAN CHURCH OF GREATER KANSAS 7600 W 75TH STREET SUITE 6 OVERLAND PARK KS 662042894 440558472 (C)(3) 8716 UNRESTRICTED GRANT CITY OF INDEPENDENCE - FINANCE DEPA 111 E MAPLE INDEPENDENCE MO 64050 446000190 15000 SPAY/NEUTER PROGRAM CLINTON UNITED METHODIST CHURCH 601 S 4TH STREET CLINTON MO 64735 440590276 (C)(3) 15000 UNRESTRICTED SUPPORT COMMUNITY OF CHRIST- OFFICE OF THE 1001 W WALNUT INDEPENDENCE MO 640503562 440552038 (C)(3) 24000 MISSION FUND COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 (C)(3) 10000 FOOD PANTRY CONSERVATIVE BAPTIST FOREIGN MISSI 1501 W MINERAL AVENUE LITTLETON CO 801205612 362216163 (C)(3) 7000 MISSION SUPPORT CREATIVE SMARTS INC 52 ALEXANDER AVENUE BELMONT MA 02478 273456805 12400 WORKSHOP FEES CREATIVE SMARTS INC 52 ALEXANDER AVENUE BELMONT MA 02478 273456805 12800 SPEAKER FEES CRECER FOUNDATION PO BOX 399 DESOTO KS 66018 205197207 (C)(3) 6000 LARINCONADA BLDG DEBBIE MILLER CONSULTING INC 47 SPYGLASS DRIVE LITTLETON CO 80123 861118323 9053 SPEAKER/TRAVEL FEES DEBBIE MILLER CONSULTING INC 47 SPYGLASS DRIVE LITTLETON CO 80123 861118323 9013 SPEAKER/TRAVEL FEES DEBBIE MILLER CONSULTING INC 47 SPYGLASS DRIVE LITTLETON CO 80123 861118323 9163 SPEAKER/TRAVEL FEES DEVELOPING MINDS INC 2911 LOCH LOMOND DR SW-PO BOX 82 CONYERS GA GA 30013 651182215 13000 OCTOBER WORKSHOPS DEVELOPING POTENTIAL INC 251 EXECUTIVE WAY SUITE 200 LEES SUMMIT MO 64063 431661167 (C)(3) 10054 OPERATIONS. DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 (C)(3) 5740 YMCA CAMP WOODS DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 (C)(3) 20000 ANNUAL FUNDRAISER. DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 (C)(3) 23000 EDUC SUPPORT PRGM FIRST BAPTIST CHURCH OF INDEPENDENC 500 WEST TRUMAN ROAD INDEPENDENCE MO 640502695 440556855 (C)(3) 10000 SOUND SYSTEM FIRST BAPTIST CHURCH OF OAK GROVE 400 SE 14TH STREET P O BOX 129 OAK GROVE MO 64075 440601679 (C)(3) 25000 YOUTH BLDG FUND FOSTER ADOPT CONNECT INC (FORMERL 18600 E 37TH TERRACE SOUTH INDEPENDENCE MO 64057 431895965 (C)(3) 7500 UNRESTRICTED GRANT FOSTER ADOPT CONNECT INC (FORMERL 18600 E 37TH TERRACE SOUTH INDEPENDENCE MO 64057 431895965 (C)(3) 10000 RENOVATION IN EJC FRIENDS OF SUGAR CREEK 606 N STERLING SUGAR CREEK MO 64054 431714283 (C)(3) 208229 FINAL GRANT FRIENDS OF SUGAR CREEK 606 N STERLING SUGAR CREEK MO 64054 431714283 (C)(3) 10000 OPERATING EXPENSES FRIENDS OF THE NATIONAL FRONTIER TR 318 W PACIFIC INDEPENDENCE MO 64050 431594185 (C)(3) 25221 PIONEER WOMAN STATUE GATEWAY CHURCH OF BLUE SPRINGS 5600 SW WOODS CHAPEL ROAD BLUE SPRINGS MO 64015 364514694 (C)(3) 6000 MERCY MINISTRIES GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 (C)(3) 15000 OPERATING NEEDS GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 (C)(3) 25000 LIFE SAVERS RALLY GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 (C)(3) 25000 AUDIT, PR, WEB DES. GRACELAND UNIVERSITY 1 UNIVERSITY PLACE LAMONI IA 50140 420707114 (C)(3) 20000 WAITE ENDOWED GRAIN VALLEY R-5 SCHOOL DISTRICT P O BOX 304- 31606 NE PINK HILL R GRAIN VALLEY MO 640290719 446004947 16715 2015 SCHOLARSHIP GRAIN VALLEY R-5 SCHOOL DISTRICT P O BOX 304- 31606 NE PINK HILL R GRAIN VALLEY MO 640290719 446004947 17852 FOUNDATION DISB GRAIN VALLEY R-5 SCHOOL DISTRICT P O BOX 304- 31606 NE PINK HILL R GRAIN VALLEY MO 640290719 446004947 6506 CLASSROOM GRANTS GREENWOOD PUBLISHING GROUP INC DB 361 HANOVER ST PORTSMOUTH NH 038013912 061154537 9500 KEENE WORKSHOP GREENWOOD PUBLISHING GROUP INC DB 361 HANOVER ST PORTSMOUTH NH 038013912 061154537 8719 KEENE WORKSHOP HEART OF AMERICA BOY SCOUTS OF AMER 10210 HOLMES PO BOX 414177 KANSAS CITY MO 641414171 440545995 (C)(3) 10000 SCHOLARSHIPS HEART OF AMERICA BOY SCOUTS OF AMER 10210 HOLMES PO BOX 414177 KANSAS CITY MO 641414171 440545995 (C)(3) 10000 SCHOLARSHIPS HENRY FORD LEARNING INSTITUTE 20900 OAKWOOD BOULEVARD DEARBORN MI 48124 383463866 (C)(3) 5500 NEXT GEN PROJECTS HILLCREST TRANSITIONAL HOUSING - EJ 401 NORTH SPRING P O BOX 408 INDEPENDENCE MO MO 64051 431836391 (C)(3) 17431 UNRESTRICTED GRANT HILLCREST TRANSITIONAL HOUSING - EJ 401 NORTH SPRING P O BOX 408 INDEPENDENCE MO MO 64051 431836391 (C)(3) 10000 HEALTHY LIV HOMELESS HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 431265685 (C)(3) 46121 NET INCOME 2015 JACKSON COUNTY HEALTH DEPARTMENT 313 S LIBERTY INDEPENDENCE MO 64050 440661018 (C)(3) 46400 MEDICAL ASSIST. LINE JACKSON COUNTY HISTORICAL SOCIETY P O BOX 4241 INDEPENDENCE MO 64051 440651562 (C)(3) 21000 JAIL,MARSHAL HM MUS JOBONE 1085 S YUMA INDEPENDENCE MO 64056 430922133 (C)(3) 36000 OPERATING EXPENSES LEE'S SUMMIT CHRISTIAN CHURCH 800 NE TUDOR RD LEES SUMMIT MO 64086 440642460 (C)(3) 29800 RENOVATIONS LEE'S SUMMIT CHRISTIAN CHURCH 800 NE TUDOR RD LEES SUMMIT MO 64086 440642460 (C)(3) 90000 RENOVATIONS LEE'S SUMMIT MUNICIPAL BUILDING & E 220 S E GREEN STREET LEES SUMMIT MO 64063 273907101 29486 GATEWAY MONMT LEGACY FOR PARKS FOUNDATION INC 220 SE GREEN STREET LEES SUMMIT MO 64063 453028930 (C)(3) 25000 MILLER FIELDS PARK LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 14555 INSUR POLICY PMT LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 24310 INSUR POLICY PMT LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 11000 INSUR POLICY PMT LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 30000 INSUR POLICY PMT LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 33000 INSUR POLICY PMT LINCOLN NATIONAL LIFE INSURANCE COM P O BOX 7247-0439 PHILADELPHIA PA 191700439 350472300 10843 INSUR POLICY PMT LONGVIEW HORSE PARK ASSOCIATION RR2 BOX 239 ADRIAN MO 64720 431308722 (C)(3) 5495 UNRESTRICTED GRANT MISSOURI 4-H FOUNDATION 1110 S COLLEGE AVENUE COLUMBIA MO 65211 436044367 (C)(3) 8000 SCHOLARSHIPS MUSIC-ARTS INSTITUTE 1010 S PEARL INDEPENDENCE MO 64050 431245831 (C)(3) 9000 MUSIC SCHOLARSHIPS NORTHWEST COMMUNITIES DEVELOPMENT C PO BOX 520532 INDEPENDENCE MO 64052 431822719 (C)(3) 13000 CLOTHING PRO DEO YOUTH CENTER 200 NE CHIPMAN ROAD LEES SUMMIT MO 64063 271834872 (C)(3) 11750 EXPRESSIVE ARTS PRGM RAYTOWN EDUCATIONAL FOUNDATION 10750 E 350 HIGHWAY RAYTOWN MO 64138 431667551 (C)(3) 6500 ASPIRE SCHOLARSHIP RAYTOWN PARKS AND RECREATION 5912 LANE RAYTOWN MO 641333751 430826878 (C)(3) 5866 PARK BENCHES READING REACHES INC 9717 HARVARD AVENUE KANSAS CITY MO 64134 431876877 (C)(3) 8000 DICTIONARIES REDISCOVER 901 NE INDEPENDENCE AVE LEE SUMMIT MO 64086 237169417 (C)(3) 200000 OPERATING EXPENSES. RESTART INC 918 E 9TH STREET KANSAS CITY MO 641063072 431349378 (C)(3) 20336 UNRESTRICTED GRANT ROTARY FOUNDATION OF ROTARY INTERNA 1560 SHERMAN AVENUE EVANSTON IL 60201 363245072 (C)(3) 78170 POLIO PLUS SALVATION ARMY - INDEPENDENCE 14700 E TRUMAN ROAD INDEPENDENCE MO 64050 440545998 (C)(3) 15000 UNRESTRICTED GIFT SCHOOL OF ECONOMICS 200 NW 14TH STREET BLUE SPRINGS MO 64015 431581206 (C)(3) 24600 CONST, REPAIRS SCHOOL OF ECONOMICS 200 NW 14TH STREET BLUE SPRINGS MO 64015 431581206 (C)(3) 18000 SUMMER PROGRAM SHOW HOPE PO BOX 647 FRANKLIN TN 37065 320011220 (C)(3) 25000 GENERAL FUNDS SPECIAL NEIGHBORS INC 3675 S NOLAND ROAD SUITE 110 INDEPENDENCE MO 64055 431154462 (C)(3) 105000 OPERATING NEEDS SPECIAL NEIGHBORS INC 3675 S NOLAND ROAD SUITE 110 INDEPENDENCE MO 64055 431154462 (C)(3) 53216 GRANT SPECIAL NEIGHBORS INC 3675 S NOLAND ROAD SUITE 110 INDEPENDENCE MO 64055 431154462 (C)(3) 74784 GRANT SPECIAL NEIGHBORS INC 3675 S NOLAND ROAD SUITE 110 INDEPENDENCE MO 64055 431154462 (C)(3) 22000 SHORT-TERM LOAN STEPPINGSTONE-EVANGELICAL CHILDREN' 5100 NOLAND ROAD KANSAS CITY MO 64133 430654856 (C)(3) 11621 UNRESTRICTED GRANT SUPPORTING KIDS FOUNDATION PO BOX 15171 LENEXA KS 66285 272386653 (C)(3) 15000 UNRESTRICTED GRANT TOVANI GROUP 7033 S ONEIDA CIRCLE CENTENNIAL CO 80112 200121957 9598 LITERACY WKSHOP TOVANI GROUP 7033 S ONEIDA CIRCLE CENTENNIAL CO 80112 200121957 9500 LITERACY WKSHOP UMKC 5100 ROCKHILL ROAD KANSAS CITY MO 641102499 436003859 (C)(3) 11000 PHASE 1 PROJECT UNITED WAY OF GREATER KANSAS CITY 801 W 47TH ST SUITE 500 KANSAS CITY MO 64112 440545812 (C)(3) 10000 UNRESTRICTED UNIVERSITY OF MISSOURI - COLUMBIA S 11 JESSE HALL COLUMBIA MO 652111600 436003859 (C)(3) 10000 MEDICAL SCHOLARSHIP UNIVERSITY OF MO EXTENSION JACKSON 1600 NE CORONADO BLUE SPRINGS MO 64014 440602985 (C)(3) 8350 ROBOTICS 4-H UNIVERSITY OF MO EXTENSION JACKSON 1600 NE CORONADO BLUE SPRINGS MO 64014 440602985 (C)(3) 7500 ROBOTICS 4-H VICTORIAN SOCIETY OF THE VAILE MANS PO BOX 316 INDEPENDENCE MO 640510316 431384217 (C)(3) 15000 MANSION RESTORATION VICTORIAN SOCIETY OF THE VAILE MANS PO BOX 316 INDEPENDENCE MO 640510316 431384217 (C)(3) 10000 MANSION RESTORATION SCHOLARSHIPS 162 197364 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 81 877559 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 2015. THE ANNUAL COMMUNITY GRANTS COMMITTEE, INCLUDING REPRESENTATIVES FROM THE FOUR ADVISORY BOARDS AND YOUTH ADVISORY COUNCIL, AWARDED 59 GRANTS TO ORGANIZATIONS PERTAINING TO HEALTH AND WELFARE, ARTS AND CULTURE, AND COMMUNITY BETTERMENT AND EDUCATION TOTALING 297,426, A SIX PERCENT INCREASE OVER LAST YEAR. SCHOLARSHIPS WERE AWARDED TO 162 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE AND TECHNICAL STUDENTS, TOTALING 197,364 TO SUPPORT CONTINUING EDUCATION. THE 83 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 15 BRINGING THE TOTAL MEMBERSHIP TO 123. THEIR THOUGHTFUL PLANNING AND GENEROSITY WILL CONTINUE TO BENEFIT OUR COMMUNITY INTO THE FUTURE. THE COMMUNITY FOR ALL AGES COALITION WITH MORE THAN 70 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 PLAY A KEY ROLE IN BRINGING AGENCIES AND SERVICES TOGETHER AS OUR COMMUNITIES PREPARE FOR THE SHIFT IN DEMOGRAPHICS. THE THCF YOUTH ADVISORY COUNCIL (YAC) INCLUDES 162 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 ENDOWMENT FUND. THE YAC STUDENTS ARE ACTIVE PARTICIPANTS OF THE COMMUNITY GRANTS COMMITTEE AND SUPPORT VARIOUS ORGANIZATIONS, UTILIZING THEIR OWN FUND. THE TOAST TO OUR TOWNS GALA COMMITTEE, CHAIRED BY MELANIE MOENTMANN, PLANNED THE ANNUAL BLACK-TIE EVENT AT THE SHERATON CROWN CENTER HOTEL. WITH 620 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 146,728 IN PROCEEDS FOR USE BY THE FOUNDATION IN MEETING OPERATING EXPENSES. FORM 990, PAGE 6, PART VI, LINE 9 DARREL HENSLEY 301 SE SUMPTER DRIVE LEES SUMMIT, MO 64063 PAUL BROOME 10523 S PERDUE ROAD GRAIN VALLEY, MO 64029 BRAD CONSTANCE 1911 S. DRUMM INDEPENDENCE, MO 64055 CLIFFORD JONES 4721 S CLIFF AVENUE STE 204 INDEPENDENCE, MO 64055-6938 DAVID WILLIAMS 19600 E 39TH STREET INDEPENDENCE, MO 64057 CHARLES SHIELDS 4550 WARWICK 1105 KANSAS CITY, MO 64111 BARBARA KOIRTYOHANN 412 NE THORNBERRY PLACE LEES SUMMIT, MO 64063 MARTHA COCKERELL 12724 E. 64TH COURT KANSAS CITY, MO 64133 HELEN HATRIDGE 717 SW WINTERGARDEN DRIVE LEES SUMMIT, MO 64081 BARBARA THOMPSON 908 SW OLYMPIA COURT LEES SUMMIT, MO 64082 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 WILLIAM ESRY 1710 LAKE DRIVE INDEPENDENCE, MO 64055 ROBERT HEPTING 500 N.E. SAWGRASS COURT LEES SUMMIT, MO 64064 ALLAN MARKLEY 6608 RAYTOWN ROAD RAYTOWN, MO 64133 DAVID JETER 4404 HICKORY LANE BLUE SPRINGS, MO 64015 JUDY FORRESTER 17611 48TH TERRACE CT S INDEPENDENCE, MO 64055 RON FINKE 2525 RINGO ROAD INDEPENDENCE, MO 64057 MELANIE MOENTMANN 2701 BERRY AVE INDEPENDENCE, 1 64057 MICHAEL BANKS 2413 SW EMERALD CREEK PL BLUE SPRINGS, MO 64015 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 RD 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 16904 E 43RD ST 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 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 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 60,780 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 72,183 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 66,570 GAIN ON VALUE OF LIFE ESTATE RESERVED 2,058 INCOME RELATED TO AGENCY FUNDS -268,985 ROUNDING DIFFERENCE 2 EXPENSES RELATED TO AGENCY FUNDS 1,059,572 FUNDRAISING EXPENSES OFFSET AGAINST INCOME -72,183 BOOK / TAX DEPRECIATION DIFFERENCE -1 TOTAL 919,996 THCF REAL ESTATE LLC 4200 LITTLE BLUE PARKWAY STE 340 INDEPENDENCE MO 64057 471272132 REAL EST MO 100 TRUMAN HEA RTLAND COMMUNITY FOUNDATION