2015-10-30T17:18:57-05:00 2014-12-31 431301605 BEVERLY POWELL 115 E WALNUT STREET INDEPENDENCE MO 64050 990 2014-01-01 431482136 TRUMAN HEARTLAND COMMUNITY FOUNDATION TRUM 8168368189 4200 LITTLE BLUE PARKWAY SUITE 340 INDEPENDENCE MO 64057 PHILLIP J HANSON PRESIDENT & CEO 8168368189 2015-10-30 true BEVERLY POWELL P00623829 8168330078 2015-10-30 X 2014 2016-03-07 17:11:31Z PHILLIP J HANSON 4200 LITTLE BLUE PARKWAY SUITE 340 INDEPENDENCE MO 64057 7042923 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 26 6 290 0 5362428 4771835 0 2161670 1702295 447741 513118 7971839 6987248 3536842 3584808 0 409077 442983 0 119642 596640 581121 4542559 4608912 3429280 2378336 33136316 35104293 11569455 11282350 21566861 23821943 X THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. false false 4151030 3584808 STATEMENT 18 TRUMAN HEARTLAND COMMUNITY FOUNDATION STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2014 HIGHLIGHTS FINANCIAL POSITION: WITH THE SUPPORT OF OUR DONORS, VOLUNTEERS, BOARD AND ADVISORY BOARDS, WE GREW TOTAL ASSETS BY 6% AND THE OVERALL THCF INVESTMENT PORTFOLIO EARNED 5.4% ENABLING US TO FUND THOUSANDS OF DOLLARS IN GRANTS AND SCHOLARSHIPS. TOTAL GRANTS FROM ALL FUNDS, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS AND OUR ANNUAL COMMUNITY GRANTS PROCESS TOTALED 3.5 MILLION. HEARTLAND LEGACY SOCIETY: THE SOCIETY GREW BY 13 MEMBERS BRINGING THE TOTAL MEMBERSHIP TO 109. THESE MEMBERS, THROUGH THEIR ESTATE PLANS, HAVE LEFT A LASTING LEGACY OF PHILANTHROPY THAT WILL BENEFIT FUTURE GENERATIONS. SCHOLARSHIPS AND GRANTS IN SCHOLARSHIPS, 229,987 WAS AWARDED FROM 80 SCHOLARSHIP FUNDS TO AREA STUDENTS RANGING FROM HIGH SCHOOL SENIORS TO UNDERGRADUATE AND GRADUATE STUDENTS PURSUING HIGHER EDUCATION DEGREES, INCLUDING TECHNICAL SCHOOLS. THIS WAS AN INCREASE OF 23% OVER LAST YEAR. OUR DONORS' DEDICATION TO EDUCATION IS WITNESSED THROUGH THESE FUNDS. THE ANNUAL GRANTS PROCESS AWARDS FUNDS THAT DONORS HAVE ENTRUSTED TO THE BOARD TO ADMINISTER. THROUGH OUR GRANTS COMMITTEE, INCLUDING BOARD MEMBERS, REPRESENTATIVES FROM OUR FOUR ADVISORY BOARDS AND INPUT FROM THE YOUTH ADVISORY COUNCIL, THCF AWARDED 146,758 TO 52 NONPROFITS IN SUPPORT OF PROGRAMS IN THE EASTERN JACKSON COUNTY REGION. AN ADDITIONAL 90,000 WAS AWARDED FROM THE JELLEY FAMILY FOUNDATION IN SUPPORT OF PROGRAMS FOCUSING ON CHILDREN'S EDUCATION. TRUMAN HEARTLAND COMMUNITY FOUNDATION PARTNERS WITH NONPROFITS THAT SHARE OUR VISION AND PASSION FOR IMPROVING HEARTLAND COMMUNITIES. WE BELIEVE CONNECTIONS TO OUR YOUTH WILL ENABLE THIS FOUNDATION TO STAY STRONG FOR YEARS TO COME. OUR YOUTH ADVISORY COUNCIL IS AN ACTIVE GROUP OF 142 YOUTH FROM 14 DIFFERENT HIGH SCHOOLS WHO ALSO RAISED 5,044 THROUGH THEIR 5TH ANNUAL FUNDRAISER, STRIKE IN THE NIGHT - GIVE TO INFINITY AND BEYOND. THIS SUCCESS BRINGS THEIR TOTAL ASSETS TO MORE THAN 54,000. COMMUNITY FOR ALL AGES COALITION: CREATED AS PART OF AN INITIATIVE STARTED IN 2011, THIS COALITION CONTINUES ITS WORK HELPING OUR COMMUNITY PLAN FOR THE CHANGING DEMOGRAPHICS AND A DOUBLING OF THE AGE 65+ POPULATION DURING THE NEXT 20 YEARS. TOAST TO OUR TOWNS - GALA THE GALA COMMITTEE, CHAIRED BY MELANIE MOENTMANN, PLANNED THE ANNUAL BLACK-TIE EVENT AT THE SHERATON CROWN CENTER HOTEL. WITH 700 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 143,000 IN PROCEEDS FOR USE BY THE FOUNDATION IN MEETING OPERATING EXPENSES. 4151030 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 6 true false false false false true true true true false false false false false false false X 28 26 true 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 BRENDA WEST DIRECTOR 2.00 X 0 0 0 CHUCK FOUDREE DIRECTOR 2.00 X 0 0 0 CLIFFORD JONES DIRECTOR 2.00 X 0 0 0 STEVE KRUEGER 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 JIM PRYDE DIRECTOR 2.00 X 0 0 0 JOY HOBICK SECRETARY/DI 2.00 X X 0 0 0 BARBARA KOIRTYOHANN DIRECTOR 2.00 X 0 0 0 MARTHA COCKERELL CHAIR/DIRECT 2.00 X X 0 0 0 HELEN HATRIDGE DIRECTOR 2.00 X 0 0 0 BARBARA THOMPSON DIRECTOR 2.00 X 0 0 0 RANDALL FERGUSON DIRECTOR 2.00 X 0 0 0 CINDY CAVANAH DIRECTOR 2.00 X 0 0 0 RICHARD KREHER TREASURER/DI 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 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 DIRECTOR 2.00 X 0 0 0 JUDY FORRESTER VICE CHAIR/D 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 SHARON WILLIAMS DIRECTOR 2.00 X 0 0 0 PHILLIP HANSON PRESIDENT/CE 40.00 X 125000 0 4230 BEVERLY POWELL CFO 40.00 X 77000 0 2310 202000 6540 1 false false false 151800 4620035 1313342 4771835 1000075 1000075 702220 702220 702220 702220 70065 151800 55675 14390 14390 ADMINISTRATION INCOME 493597 493597 MISCELLANEOUS INCOME 5131 5131 498728 6987248 702220 1513193 3387871 3387871 196937 196937 383173 135036 160920 87217 32110 11949 12003 8158 27700 9762 11633 6305 1198 1198 8300 8300 12000 4500 7500 22556 7436 11898 3222 37465 18911 12786 5768 20214 20214 4475 1119 2237 1119 10861 10861 15363 15363 ADMINISTRATIVE FEES 350965 350965 MARKETING/RECRUITING EXPE 62763 17536 41894 3333 DUES & MEMBERSHIPS 7105 7105 EQUIPMENT RENTAL/MAINTENA 6927 3463 1732 1732 20929 5545 12596 2788 4608912 4151030 338240 119642 X 378922 482958 3174211 3116792 205395 147192 951 9734 10273 306017 56602 263180 249415 29103923 31097663 33136316 35104293 31906 42910 11537549 11239440 11569455 11282350 X 18230997 20492165 3335864 3329778 21566861 23821943 33136316 35104293 X 2378336 -157501 53457 -19210 X false true X true false X 2997123 3090513 2610153 5362428 4771835 18832052 2997123 3090513 2610153 5362428 4771835 18832052 2024719 16807333 622924 605149 799895 765721 1000075 3793764 363475 401028 351128 442485 568793 2126909 24752725 0.67900 0.75910 X PART II, LINE 10 MISCELLANEOUS INCOME 31,019 ADMINISTRATION INCOME 2,095,890 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 153 415 1251731 3304077 464946 3056473 4213525 30847422 true true 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 6988366 617582 1032303 380783 128119 96351 8032998 0.73930 0.01700 0.24370 false false 89900 89900 95100 10375 84725 99608 33889 65719 21409 12338 9071 249415 AGENCY FUNDS 9559024 LIAB UNDER SPLIT-INT AGREEMENTS 1631995 LIABILITY FOR LIFE ESTATE RESERVED 48421 11239440 4850964 -157501 44720 -2023503 -2136284 6987248 6987248 2649339 44720 -2004293 -1959573 4608912 4608912 SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -42,026 INCOME RELATED TO AGENCY FUNDS -2,118,974 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 79,740 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 55,675 GAIN ON VALUE OF LIFE ESTATE RESERVED 2,082 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO AGENCY FUNDS -2,059,643 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 55,675 RECONCILE ITEM FS TO AUDIT -325 MO GALA - THCF 200590 136650 63940 39920 14463 ROTARY CARNIVAL 19250 15150 4100 219840 151800 68040 39920 14463 54383 13657 true ARABIA STEAMBOAT MUSEUM FOUNDATION 400 GRAND BLVD KANSAS CITY MO 64106 431566373 501C3 6000 CREATE CHECKING ACCT BACKYARD THEATER SYSTEMS LLC 81 NORMAN RIDGE DRIVE BLOOMINGTON MN 55437 272112652 5199 PURCHASE PROJECTOR BAPTIST INTERNATIONAL OUTREACH PO BOX 587 JEFFERSON TN 37760 582020936 501C3 6000 SUPPORT MISSIONARY BLUE RIVER COMMUNITY COLLEGE 20301 E 78 HIGHWAY INDEPENDENCE MO 64057 430813703 501C3 25000 BUILDING ASSISTANCE BLUE SPRINGS SCHOOL DISTRICT 1801 NW VESPER BLUE SPRINGS MO 640153219 446004932 16000 PROJECT ZAM BLUE SPRINGS SCHOOL DISTRICT 1801 NW VESPER BLUE SPRINGS MO 640153219 446004932 17802 STADIUM IMPROVEMENTS BLUE SPRINGS SCHOOL DISTRICT 1801 NW VESPER BLUE SPRINGS MO 640153219 446004932 5174 FOOD REIMBURSEMENT CASS COUNTY HISTORICAL SOCIETY 1104 N COMMERCIAL HARRISONVILLE MO 64701 237357777 501C3 6077 OPERATING SUPPORT CASS COUNTY HISTORICAL SOCIETY 1104 N COMMERCIAL HARRISONVILLE MO 64701 237357777 501C3 6077 OPERATING SUPPORT CHILD ABUSE PREVENTION ASSOCIATION 503 E 23RD STREET INDEPENDENCE MO 64055 431067711 501C3 15000 OPERATING EXPENSES CHILD ABUSE PREVENTION ASSOCIATION 503 E 23RD STREET INDEPENDENCE MO 64055 431067711 501C3 20000 OPERATING EXPENSES CHRISTIAN CHURCH OF GREATER KANSAS 7600 W 75TH STREET SUITE 6 OVERLAND PARK KS KS 662042894 440558472 501C3 7341 NET INCOME AVAILABLE CITY OF BLUE SPRINGS -FINANCE 903 W MAIN ST BLUE SPRINGS MO 64015 446000139 5045 PROJECT EXPENSES CITY OF INDEPENDENCE - FINANCE DEPA 111 E MAPLE INDEPENDENCE MO 64050 446000190 37096 MATERIALS/ CONSTRUCT CITY OF INDEPENDENCE - FINANCE DEPA 111 E MAPLE INDEPENDENCE MO 64050 446000190 11000 SPAY/NEUTER PROGRAM CITY OF INDEPENDENCE - FINANCE DEPA 111 E MAPLE INDEPENDENCE MO 64050 446000190 19260 MATERIALS/CONSTRUCT CLINTON UNITED METHODIST CHURCH 601 S 4TH STREET CLINTON MO 64735 440590276 501C3 10000 CHURCH SUPPORT COMMUNITY OF CHRIST OFFICE OF THE F 1001 W WALNUT INDEPENDENCE MO 640503562 440552038 501C3 20000 MISSION FUNDING DEBBIE MILLER CONSULTING INC 47 SPYGLASS DRIVE LITTLETON CO 80123 861118323 7846 LITERACY WORKSHOP DEBBIE MILLER CONSULTING INC 47 SPYGLASS DRIVE LITTLETON CO 80123 861118323 8964 LITERACY WORKSHOP DECODER A DIVISION OF ANAGRAM INC C/O MID-CONTINENT PUBLIC LIBRARRY 15616 E 24 HIGHWAY INDEPENDENCE MO 64050 446000522 501C3 16974 DEVELOP SOFTWARE DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501C3 40000 EDUCATIONAL SUPPORT DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501C3 117559 TAX CREDIT FUND DYINDUSTRIES INC 1915 MOUNT VERNON CT 19 MOUNTAIN VIEW CA 940402017 273985107 15988 MATH WORKSHOP FIRST CHRISTIAN CHURCH OF ODESSA 224 WEST DRYDEN ST ODESSA MO 64076 440618061 501C3 28630 MAJOR CHURCH REPAIRS FIRST PRESBYTERIAN CHURCH OF LEE'S 1625 NW OBRIEN RD LEES SUMMIT MO 64081 440665111 501C3 20000 NEW FURNACES FIRST PRESBYTERIAN CHURCH OF LEE'S 1625 NW OBRIEN RD LEES SUMMIT MO 64081 440665111 501C3 20000 OPERATING EXPENSES FIRST PRESBYTERIAN CHURCH OF LEE'S 1625 NW OBRIEN RD LEES SUMMIT MO 64081 440665111 501C3 25000 MOVING EXPENSES FRIENDS OF SUGAR CREEK 606 N STERLING SUGAR CREEK MO 64054 431714283 501C3 10000 OPERATIONAL EXPENSES GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501C3 10000 OPERATIONAL EXPENSES GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501C3 12000 FUND-RAISING GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501C3 20000 RALLY EXPENSES GRACELAND UNIVERSITY - FA OFFICE CAMPUS BOX 5800 1 UNIVERSITY PLACE LAMONI IA 501401681 420707114 501C3 15000 WAITE ENDOWED GRAIN VALLEY R-5 SCHOOL DISTRICT P O BOX 304 GRAIN VALLEY MO 640290719 446004947 501C3 14802 REST. CARD SALE GRAIN VALLEY R-5 SCHOOL DISTRICT P O BOX 304 GRAIN VALLEY MO 640290719 446004947 501C3 8190 SPRING GRANTS GRAIN VALLEY R-5 SCHOOL DISTRICT P O BOX 304 GRAIN VALLEY MO 640290719 446004947 501C3 21452 DISTRICT SCHOLARSHIP GREENWOOD PUBLISHING GROUP INC DBA 361 HANOVER ST PORTSMOUTH NH 038013912 9500 E. KEENE RESIDENCY HARRY S TRUMAN LIBRARY INSTITUTE 500 WEST US 24 HWY INDEPENDENCE MO 64050 436042632 501C3 19000 READING LIKE A HIST. HEART OF AMERICA BOY SCOUT OF AMERI 10210 HOLMES KANSAS CITY MO 641414171 440545995 501C3 10000 CAMP STAFF COLLEGE HENRY FORD LEARNING INSTITUTE 20900 OAKWOOD BOULEVARD DEARBORN MI 48124 383463866 501C3 20000 FORD NGL IN INDEP. HILLCREST TRANSITIONAL HOUSING - EJ 401 NORTH SPRING INDEPENDENCE MO 64051 431836391 501C3 10000 OPERATING SUPPORT. HILLCREST TRANSITIONAL HOUSING - EJ 401 NORTH SPRING INDEPENDENCE MO 64051 431836391 501C3 7500 TRANSITIONAL HOUSING HILLCREST TRANSITIONAL HOUSING - EJ 401 NORTH SPRING INDEPENDENCE MO 64051 431836391 501C3 14683 NET INCOME AVAILABLE HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 431265685 501C3 38490 OPERATING SUPPORT HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 431265685 501C3 10063 SALE- CHEVRON STOCK HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 431265685 501C3 7500 GUARDIAN PROGRAM INDEPENDENCE SCHOOL DIST FOUNDATIO 201 N FOREST AVENUE INDEPENDENCE MO 64050 431831303 501C3 7138 SCHOOL SUPPLIES INTERNATIONAL AFRICAN MISSIONS MINI 990 MANITOU ROAD HILTON NY 14468 200773582 501C3 47495 DENTISTRY TEAM INTERNATIONAL AFRICAN MISSIONS MINI 990 MANITOU ROAD HILTON NY 14468 200773582 501C3 22770 ZAMBIA MISSION TRIP INTERNATIONAL CENTER FOR LEADERSHIP 1587 ROUTE 146 REXFORD NY 14468 141766373 8400 PROFESSIONAL SVCS. INTERNATIONAL CENTER FOR LEADERSHIP 1587 ROUTE 146 REXFORD NY 14468 141766373 13500 39 WORKSHOPS INTERNATIONAL CENTER FOR LEADERSHIP 1587 ROUTE 146 REXFORD NY 14468 141766373 18100 CONSULTANT FEES INTERNATIONAL CENTER FOR LEADERSHIP 1587 ROUTE 146 REXFORD NY 14468 141766373 29700 CONSULTANT FEES JACKS HEART FUND 4305 W 94TH PRAIRIE VILLAGE KS 66207 273725798 501C3 6979 OPERATING SUPPORT JACKSON COUNTY 4-H COUNCIL 1600 NE CORONADO BLUE SPRINGS MO 64014 431091735 501C3 8000 EVENT/FACILITY RENT JACKSON COUNTY COLLECTIONS DEPARTME 415 E 12TH KANSAS CITY MO 64106 446000524 5011 INDEP ANIMAL SHELTER JACKSON COUNTY FREE HEALTH 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501C3 25000 OPERATING EXPENSES JACKSON COUNTY FREE HEALTH 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501C3 25000 OPERATING EXPENSES JACKSON COUNTY FREE HEALTH 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501C3 24056 NURSE PRACTITIONER. JACKSON COUNTY FREE HEALTH 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501C3 25000 OPERATING EXPENSES JACKSON COUNTY HEALTH DEPARTMENT 313 S LIBERTY INDEPENDENCE MO 64050 440661018 501C3 46400 EXPANSION PROPOSAL JACKSON COUNTY HISTORICAL SOCIETY P O BOX 4241 INDEPENDENCE MO 64051 440651562 501C3 7500 NET INCOME AVAILABLE JACKSON COUNTY HISTORICAL SOCIETY P O BOX 4241 INDEPENDENCE MO 64051 440651562 501C3 11537 PURCHASE OF CABINETS JACKSON COUNTY HISTORICAL SOCIETY P O BOX 4241 INDEPENDENCE MO 64051 440651562 501C3 20000 JAIL MUSEUM JOBONE 1085 S YUMA INDEPENDENCE MO 64056 430922133 501C3 50000 OPERATING SUPPORT JUNIOR SERVICE LEAGUE OF INDEPENDEN 3122 SOUTH CRYSLER INDEPENDENCE MO 64055 436050228 501C3 10000 KITCHEN RENOVATION JUNIOR SERVICE LEAGUE OF INDEPENDEN 3122 SOUTH CRYSLER INDEPENDENCE MO 64055 436050228 501C3 7500 KITCHEN RENOVATION LEE'S SUMMIT MUNICIPAL BUILDING & E 220 S E GREEN STREET LEES SUMMIT MO 64063 273907101 501C3 69173 CONSTRUCTION COSTS LEE'S SUMMIT MUNICIPAL BUILDING & E 220 S E GREEN STREET LEES SUMMIT MO 64063 273907101 501C3 15750 CONSTRUCTION COSTS LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7247-0439 PHILADELPHIA PA 191700439 350472300 10843 LIFE PREMIUM POLICY LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7719 PHILADELPHIA PA 191707719 350472300 50800 LIFE PREMIUM POLICY LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7719 PHILADELPHIA PA 191707719 350472300 18233 LIFE PREMIUM POLICY LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7719 PHILADELPHIA PA 191707719 350472300 22500 LIFE PREMIUM POLICY LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7719 PHILADELPHIA PA 191707719 350472300 14775 LIFE PREMIUM POLICY LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7719 PHILADELPHIA PA 191707719 350472300 11000 LIFE PREMIUM POLICY LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7719 PHILADELPHIA PA 191707719 350472300 6078 LIFE PREMIUM POLICY LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7719 PHILADELPHIA PA 191707719 350472300 30400 LIFE PREMIUM POLICY LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7719 PHILADELPHIA PA 191707719 350472300 15000 LIFE PREMIUM POLICY MARZANO RESEARCH LABORATORY LLC (I 555 N MORTON STREET BLOOMINGTON IN 47404 262730032 9280 S. MAGANA WORKSHOPS MARZANO RESEARCH LABORATORY LLC (I 555 N MORTON STREET BLOOMINGTON IN 47404 262730032 17280 S. MAGANA WORKSHOPS MARZANO RESEARCH LABORATORY LLC (I 555 N MORTON STREET BLOOMINGTON IN 47404 262730032 6640 S. MAGANA WORKSHOPS MAYWOOD BAPTIST CHURCH 10505 E WINNER ROAD INDEPENDENCE MO 64052 440602011 501C3 10000 CAPITAL IMPROVEMENT MISSION OF HOPE CLINIC 6303 EVANSTON RAYTOWN MO 64138 800896381 501C3 25000 PATIENT RECORD RESP. MISSOURI PARK AND RECREATION ASSOCI 2018 WILLIAM ST JEFFERSON CITY MO 651091186 431239865 501C3 16310 REPLACE HVAC RAYMORE PARKS & RECREATION 100 MUNICIPAL CIRCLE RAYMORE MO 64083 430815510 6498 MOUNDS AND MACHINES RAYTOWN QUALITY SCHOOLS 6608 RAYTOWN RD RAYTOWN MO 64133 446004129 11000 WRAPAROUND RAYTOWN READING REACHES INC 9717 HARVARD AVENUE KANSAS CITY MO 64134 431876877 501C3 6000 DICTIONARIES REDISCOVER 901 NE INDEPENDENCE AVE LEE SUMMIT MO 64086 237169417 501C3 452000 CAPITAL EXPENDITURES REDISCOVER 901 NE INDEPENDENCE AVE LEE SUMMIT MO 64086 237169417 501C3 250000 OPERATING SUPPORT REDISCOVER 901 NE INDEPENDENCE AVE LEE SUMMIT MO 64086 237169417 501C3 250000 OPERATING SUPPORT RESTART INC 918 E 9TH STREET KANSAS CITY MO 641063072 431349378 501C3 17130 NET INCOME IN 2014 SALVATION ARMY - INDEPENDENCE 14700 E TRUMAN ROAD INDEPENDENCE MO 64050 440545998 501C3 5500 UNRESTRICTED GRANT SCHOOL OF ECONOMICS 200 NW 14TH STREET BLUE SPRINGS MO 64015 431581206 501C3 9075 REPLACE ROOF SHEPHERDS CENTER OF KC CENTRAL 5200 OAK KANSAS CITY MO 64112 430994417 501C3 12000 CARECONNECTION SISTERS OF MERCY WEST MIDWEST COMM 7262 MERCY ROAD OMAHA NE 68124 262400800 501C3 23573 SR. DEPAUL MEMORIAL STEPPINGSTONE-EVANGELICAL CHILDREN' 5100 NOLAND ROAD KANSAS CITY MO 64133 430654856 501C3 9788 UNRESTRICTED GRANT TRUMAN HEARTLAND COMMUNITY FOUNDATI 4200 LITTLE BLUE PKWY STE 340 INDEPENDENCE MO 64057 431482136 501C3 60000 FRENCH REAL ESTATE TRUMAN MEDICAL CENTER CHARITABLE FO 2310 HOLMES SUITE 735 KANSAS CITY MO 64108 431194064 501C3 5500 NET INCOME IN 2014 UNIVERSITY OF MO - JACKSON CTY EXTE 1600 NE CORONADO BLUE SPRINGS MO 64014 440602985 501C3 8800 YTH SPEC./TRAVEL FDS ALL OTHER GRANTS UNDER 5000 4200 LITTLE BLUE PKWY STE 340 INDEPENDENCE MO 64057 431482136 327569 VARIOUS SCHOLARSHIPS 159 196937 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 5 1253342 X 1 60000 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 HEARTLAND LEGACY SOCIETY: THE SOCIETY GREW BY 13 MEMBERS BRINGING THE TOTAL MEMBERSHIP TO 109. THESE MEMBERS, THROUGH THEIR ESTATE PLANS, HAVE LEFT A LASTING LEGACY OF PHILANTHROPY THAT WILL BENEFIT FUTURE GENERATIONS. SCHOLARSHIPS AND GRANTS IN SCHOLARSHIPS, 229,987 WAS AWARDED FROM 80 SCHOLARSHIP FUNDS TO AREA STUDENTS RANGING FROM HIGH SCHOOL SENIORS TO UNDERGRADUATE AND GRADUATE STUDENTS PURSUING HIGHER EDUCATION DEGREES, INCLUDING TECHNICAL SCHOOLS. THIS WAS AN INCREASE OF 23% OVER LAST YEAR. OUR DONORS' DEDICATION TO EDUCATION IS WITNESSED THROUGH THESE FUNDS. THE ANNUAL GRANTS PROCESS AWARDS FUNDS THAT DONORS HAVE ENTRUSTED TO THE BOARD TO ADMINISTER. THROUGH OUR GRANTS COMMITTEE, INCLUDING BOARD MEMBERS, REPRESENTATIVES FROM OUR FOUR ADVISORY BOARDS AND INPUT FROM THE YOUTH ADVISORY COUNCIL, THCF AWARDED 146,758 TO 52 NONPROFITS IN SUPPORT OF PROGRAMS IN THE EASTERN JACKSON COUNTY REGION. AN ADDITIONAL 90,000 WAS AWARDED FROM THE JELLEY FAMILY FOUNDATION IN SUPPORT OF PROGRAMS FOCUSING ON CHILDREN'S EDUCATION. TRUMAN HEARTLAND COMMUNITY FOUNDATION PARTNERS WITH NONPROFITS THAT SHARE OUR VISION AND PASSION FOR IMPROVING HEARTLAND COMMUNITIES. WE BELIEVE CONNECTIONS TO OUR YOUTH WILL ENABLE THIS FOUNDATION TO STAY STRONG FOR YEARS TO COME. OUR YOUTH ADVISORY COUNCIL IS AN ACTIVE GROUP OF 142 YOUTH FROM 14 DIFFERENT HIGH SCHOOLS WHO ALSO RAISED 5,044 THROUGH THEIR 5TH ANNUAL FUNDRAISER, STRIKE IN THE NIGHT - GIVE TO INFINITY AND BEYOND. THIS SUCCESS BRINGS THEIR TOTAL ASSETS TO MORE THAN 54,000. COMMUNITY FOR ALL AGES COALITION: CREATED AS PART OF AN INITIATIVE STARTED IN 2011, THIS COALITION CONTINUES ITS WORK HELPING OUR COMMUNITY PLAN FOR THE CHANGING DEMOGRAPHICS AND A DOUBLING OF THE AGE 65+ POPULATION DURING THE NEXT 20 YEARS. TOAST TO OUR TOWNS - GALA THE GALA COMMITTEE, CHAIRED BY MELANIE MOENTMANN, PLANNED THE ANNUAL BLACK-TIE EVENT AT THE SHERATON CROWN CENTER HOTEL. WITH 700 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 143,000 IN PROCEEDS FOR USE BY THE FOUNDATION IN MEETING OPERATING EXPENSES. FORM 990, PAGE 6, PART VI, LINE 2 BLUE RIDGE BANK & TRUST BLUE RIDGE BANK & TRUST DIRECTOR DIRECTOR BUSINESS 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 BRENDA WEST 3115 S. BRADFORD LANE BLUE SPRINGS, MO 64015 CHUCK FOUDREE 4124 NE PEMBROKE LANE LEES SUMMIT, MO 64064 CLIFFORD JONES 4721 S CLIFF AVENUE STE 204 INDEPENDENCE, MO 64055-6938 STEVE KRUEGER 3300 NE RALPH POWELL ROAD LEES SUMMIT, MO 64064 DAVID WILLIAMS 19600 E 39TH STREET INDEPENDENCE, MO 64057 CHARLES SHIELDS 4550 WARWICK 1105 KANSAS CITY, MO 64111 JIM PRYDE 4432 NE SHADOW VALLEY CIRCLE LEES SUMMIT, MO 64064 JOY HOBICK 6420 LARSON COURT KANSAS CITY, MO 64133 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 RANDALL FERGUSON 4708 NE. HOWSER LANE LEES SUMMIT, MO 64064 CINDY CAVANAH 416 NW POPLAR STREET LEES SUMMIT, MO 64064 RICHARD KREHER 116 ARAPAHO TRAIL LAKE WINNEBAGO, MO 64034 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 SHARON WILLIAMS 5537 NE NORTHGATE CROSSING LEES SUMMIT, MO 64064 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 -42,026 INCOME RELATED TO AGENCY FUNDS -2,118,974 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 79,740 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 55,675 GAIN ON VALUE OF LIFE ESTATE RESERVED 2,082 EXPENSES RELATED TO AGENCY FUNDS 2,059,643 FUNDRAISING EXPENSES OFFSET AGAINST INCOME -55,675 RECONCILE ITEM FS TO AUDIT 325 FORM 990, PART XI, LINE 9 RECLASSIFICATION OF AGENCY FUNDS. THCF REAL ESTATE LLC 4200 LITTLE BLUE PARKWAY STE 340 INDEPENDENCE MO 64057 471272132 REAL EST MO 60000 100 TRUMAN HEA RTLAND COMMUNITY FOUNDATION