2014-11-15T16:13:26-06:00 2013-12-31 431301605 BEVERLY POWELL CPA LLC 115 E WALNUT STREET INDEPENDENCE MO 64050 990 2013-01-01 431482136 TRUMAN HEARTLAND COMMUNITY FOUNDATION TRUM 8168368189 4200 LITTLE BLUE PARKWAY ROOM/SUITE 340 INDEPENDENCE MO 64057 PHILLIP J HANSON PRESIDENT & CEO 8168368189 2014-11-14 true BEVERLY POWELL CPA LLC P00623829 8168330078 2014-11-15 X 2013 2015-11-30 17:44:51Z PHILLIP J HANSON 4200 LITTLE BLUE PARKWAY SUITE 340 INDEPENDENCE MO 64057 8029583 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. 29 25 6 235 0 2610153 5362428 930 0 1016053 2161670 381344 447741 4008480 7971839 4328500 3536842 0 375958 409077 0 122848 472115 596640 5176573 4542559 -1168093 3429280 27875910 33136316 11285577 11569455 16590333 21566861 X THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. false false 4162100 3536842 STATEMENT 18 TRUMAN HEARTLAND COMMUNITY FOUNDATION STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2013 HIGHLIGHTS FINANCIAL POSITION: WITH THE SUPPORT OF OUR DONORS, VOLUNTEERS, BOARD AND ADVISORY BOARDS, WE GREW TOTAL ASSETS BY 19% AND THE OVERALL THCF INVESTMENT PORTFOLIO EARNED 17.5% 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. NEW LEGACY GIFT: DR. VERNON CARL JELLEY, A LONG-TIME DONOR OF THE THCF PASSED AWAY ON MAY 29, 2013. HE STRONGLY BELIEVED AND OFTEN REMARKED THAT "EDUCATION IS THE CURE TO ALL THAT AILS US." DR. JELLEY ENTRUSTED THCF TO USE HIS ESTATE (APPROXIMATELY 2M) TO SUPPORT CHILDREN'S EDUCATION PROGRAMS. THE FIRST GRANTS IN HIS HONOR WILL BE MADE IN 2014. SCHOLARSHIPS AND GRANTS IN SCHOLARSHIPS, 174,320 WAS AWARDED FROM 88 SCHOLARSHIP FUNDS TO AREA STUDENTS RANGING FROM HIGH SCHOOL SENIORS TO UNDERGRADUATE AND GRADUATE STUDENTS PURSUING HIGH EDUCATION DEGREES, INCLUDING TECHNICAL SCHOOLS. 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, WITH REPRESENTATIVES FROM OUR FOUR ADVISOR BOARDS AND INPUT FROM THE YOUTH ADVISORY COUNCIL, THCF AWARDED 195,609 TO 47 NONPROFITS IN SUPPORT OF PROGRAMS IN THE EASTERN JACKSON COUNTY REGION. 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 152 YOUTH FROM 13 DIFFERENT HIGH SCHOOLS WHO ALSO RAISED 4,700 THROUGH THEIR 4TH ANNUAL FUNDRAISER, STRIKE IN THE NIGHT - GIVE TO INFINITY AND BEYOND. THIS SUCCESS BRINGS THEIR TOTAL ASSETS TO MORE THAN 49,000. 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 720 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 133,000 IN PROCEEDS FOR USE BY THE FOUNDATION IN MEETING OPERATING EXPENSES. 4162100 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 24 0 6 true false false false false true true true true false false false false false false false X 29 25 true false false false false false false true true false 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 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 CHAIR/DIRECT 2.00 X X 0 0 0 DOUG HAMMER SECRETARY/DI 2.00 X X 0 0 0 STEVE KRUEGER DIRECTOR 2.00 X 0 0 0 DAVID WILLIAMS DIRECTOR 2.00 X 0 0 0 GREG FINKE DIRECTOR 2.00 X 0 0 0 JIM PRYDE DIRECTOR 2.00 X 0 0 0 JOY HOBICK DIRECTOR 2.00 X 0 0 0 BARBARA KOIRTYOHANN DIRECTOR 2.00 X 0 0 0 MARTHA COCKERELL VICE CHAIR/D 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 DIRECTOR 2.00 X 0 0 0 TRACEY MERSHON DIRECTOR 2.00 X 0 0 0 RON BRUCH DIRECTOR 2.00 X 0 0 0 ELEANOR FRASIER DIRECTOR 2.00 X 0 0 0 CINDY CAVANAH 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 MIKE MCGRAW TREASURER/DI 2.00 X X 0 0 0 ALLAN MARKLEY DIRECTOR 2.00 X 0 0 0 DAVID JETER DIRECTOR 2.00 X 0 0 0 JUDY FORRESTER DIRECTOR 2.00 X 0 0 0 RON FINKE DIRECTOR 2.00 X 0 0 0 SHERRI LOZANO DIRECTOR 2.00 X 0 0 0 PHILLIP HANSON PRESIDENT/CE 40.00 X 123700 0 480 BEVERLY POWELL CFO 40.00 X 76300 0 0 200000 480 1 false false false 130572 5231856 2436173 5362428 765721 765721 1395949 1395949 1395949 1395949 63000 130572 57744 5256 5256 ADMINISTRATION INCOME 439632 439632 MISCELLANEOUS INCOME 2853 2853 442485 7971839 1395949 1213462 3366385 3366385 170457 170457 200000 86185 59179 54636 166436 85755 37331 43350 16428 7932 4367 4129 26213 12300 6904 7009 295 295 8100 8100 6000 3000 3000 21155 8867 10110 2178 38633 13098 19040 6495 22708 22708 3711 928 1856 927 9493 9493 15173 15173 ADMINISTRATIVE FEES 385324 385324 MARKETING/RECRUITING EXPE 51436 11730 38351 1355 EQUIPMENT RENTAL/MAINTENA 7641 3821 1910 1910 CONTINUING EDUCATION 7378 7378 19593 6318 12416 859 4542559 4162100 257611 122848 X 376219 378922 4430180 3174211 240803 205395 315 951 6754 9734 304416 41236 275557 263180 22546082 29103923 27875910 33136316 18791 31906 11266786 11537549 11285577 11569455 X 13414531 18230997 3175802 3335864 16590333 21566861 27875910 33136316 3429280 1478905 68343 X false true X true false X 2626005 2997123 3090513 2610153 5362428 16686222 2626005 2997123 3090513 2610153 5362428 16686222 16686222 604924 622924 605149 799895 765721 3398613 339248 363475 401028 351128 442485 1897364 21982199 0.75910 0.75350 X PART II, LINE 10 MISCELLANEOUS INCOME 26,048 ADMINISTRATION INCOME 1,871,316 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 136 428 1106879 4366944 473997 3062564 5188645 27915764 true true 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 5413436 875130 1302639 399990 128091 74758 6988366 0.71690 0.01860 0.26450 false false 89900 89900 95100 6912 88188 119416 34324 85092 263180 AGENCY FUNDS 9640821 LIAB UNDER SPLIT-INT AGREEMENTS 1846225 LIABILITY FOR LIFE ESTATE RESERVED 50503 11537549 7559895 1478905 44720 -1935569 -411944 7971839 7971839 2583367 44720 -2003912 -1959192 4542559 4542559 SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -2,131 INCOME RELATED TO AGENCY FUNDS -2,047,037 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 52,394 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 59,100 GAIN ON VALUE OF LIFE ESTATE RESERVED 2,105 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO AGENCY FUNDS -2,063,012 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 59,100 MO GALA - THCF 190322 129122 61200 4055 43405 8886 190322 129122 61200 4055 43405 8886 56346 4854 true BLUE RIVER COMMUNITY COLLEGE 20301 E 78 HIGHWAY INDEPENDENCE MO 64057 430813703 501C3 25000 CYBER SECURITY EQUIP CATHOLIC DIOCESE OF KANSAS CITY-ST 20 WEST 9TH STREET 200 KANSAS CITY MO 64105 440546494 501C3 23400 GRANT REMAINING FDS CATHOLIC DIOCESE OF KANSAS CITY-ST 20 WEST 9TH STREET 200 KANSAS CITY MO 64105 440546494 501C3 5709 GRANT REMAINING FDS CHILDREN'S MERCY HOSPITALS & CLINIC 2401 GILLHAM ROAD KANSAS CITY MO 64108 440605373 501C3 25000 CMH E CAPITAL CAMP CHILDREN'S MERCY HOSPITALS & CLINIC 2401 GILLHAM ROAD KANSAS CITY MO 64108 440605373 501C3 50000 HEALTHIER EVER AFTER CITY OF BLUE SPRINGS - FINANCE 903 W MAIN ST BLUE SPRINGS MO 64015 446000139 GOV 63586 CONSTRUCTION EXPENSE CITY OF BLUE SPRINGS - FINANCE 903 W MAIN ST BLUE SPRINGS MO 64015 446000139 GOV 62504 CONSTRUCT/DEDICATION CITY OF BLUE SPRINGS - FINANCE 903 W MAIN ST BLUE SPRINGS MO 64015 446000139 GOV 12209 CONSTRUCT/DEDICATION COMMUNITY FOUNDATION OF THE OZARKS PO BOX 8960 SPRINGFIELD MO 65806 237290968 501C3 7500 BLDG FUND: CLINTON E COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501C3 10000 CAP CAMP FOOD PANTRY COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501C3 6000 SUPPORT OF UTILITY A CREATIVE SMARTS INC 18 HILLIARD STREET CAMBRIDGE MA 02138 273456805 6200 MATH WORKSHOP CREATIVE SMARTS INC 18 HILLIARD STREET CAMBRIDGE MA 02138 273456805 11800 WORKSHOP FEES CREATIVE SMARTS INC 18 HILLIARD STREET CAMBRIDGE MA 02138 273456805 11800 MATH WORKSHOPS CURRICULUM DESIGNERS INC 26 ALLENDALE DRIVE RYE NY 10580 133866127 6680 JACOBS WORKSHOP DEBBIE MILLER CONSULTING INC 47 SPYGLASS DRIVE LITTLETON CO 80123 861118323 7802 SPEAKER FEES/TRAVEL DEBBIE MILLER CONSULTING INC 47 SPYGLASS DRIVE LITTLETON CO 80123 861118323 11513 WORKSHOP FEES DEBBIE MILLER CONSULTING INC 47 SPYGLASS DRIVE LITTLETON CO 80123 861118323 7648 SPEAKER FEES/TRAVEL DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501C3 38497 OPERATING SUPPORT. DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501C3 46483 OPERATING SUPPORT. DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501C3 15093 OPERATING SUPPORT. DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501C3 11000 GARDEN COTTAGE PROJE E-LEARN LIBRARIES LLC 1906 RUSSELL STREET NASHVILLE TN 37206 270230784 16152 FUNDRAISING FEES FIRST CHRISTIAN CHURCH OF INDEPENDE 125 SOUTH PLEASANT INDEPENDENCE MO 64050 440593006 501C3 7219 SHOES UNDERWEAR ETC FIRST PRESBYTERIAN CHURCH OF LEE'S 1625 NW OBRIEN RD LEES SUMMIT MO 64081 440665111 501C3 27500 PASTOR STAFFING FIRST PRESBYTERIAN CHURCH OF LEE'S 1625 NW OBRIEN RD LEES SUMMIT MO 64081 440665111 501C3 19500 PURCHASE FURNACES FRIENDS OF SUGAR CREEK 606 N STERLING SUGAR CREEK MO 64054 431714283 501C3 10000 OPERATING EXPENSES FRIENDS OF SUGAR CREEK 606 N STERLING SUGAR CREEK MO 64054 431714283 501C3 6000 MAINTENANCE/0PERATIO GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501C3 7000 MAILING, SALARIES GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501C3 14000 PAYROLL AND RENT GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501C3 6000 AUDIT AND 990 PREP GRAIN VALLEY R-5 SCHOOL DISTRICT P O BOX 304 GRAIN VALLEY MO 640290719 446004947 GOV 8337 CLASSROOM GRANTS GRAIN VALLEY R-5 SCHOOL DISTRICT P O BOX 304 GRAIN VALLEY MO 640290719 446004947 GOV 16677 SCHOLARSHIPS AWARDED GRAIN VALLEY R-5 SCHOOL DISTRICT P O BOX 304 GRAIN VALLEY MO 640290719 446004947 GOV 5046 FALL 13 CLASSROOM GR GREATER KANSAS CITY COMMUNITY FOUND 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 431152398 501C3 120355 ASSET TRANSFER GREENWOOD PUBLISHING GROUP INC DB 361 HANOVER ST PORTSMOUTH NH 038013912 061154537 9500 PROF SERVICES KEENE GREENWOOD PUBLISHING GROUP INC DB 361 HANOVER ST PORTSMOUTH NH 038013912 061154537 14250 KEENE RESIDENCY SER HILLCREST TRANSITIONAL HOUSING - EJ 401 NORTH SPRING P O BOX 408 INDEPENDENCE MO 64051 431836391 501C3 7500 REPAIRS TO LS APART HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 431265685 501C3 10000 CAPITAL CAMPAIGN SUP HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 431265685 501C3 41511 OPERATING SUPPORT. HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 431265685 501C3 10000 GUARDIAN PROGRAM INTERNATIONAL CENTER FOR LEADERSHIP 1587 ROUTE 146 REXFORD NY 12148 141766373 GOV 36100 WKSHOP 11/1/12 INTERNATIONAL CENTER FOR LEADERSHIP 1587 ROUTE 146 REXFORD NY 12148 141766373 GOV 31000 PROFESSIONAL TRAIN ITN GREATER KANSAS CITY PO BOX 104 705B SE MEADOWLANE LEES SUMMIT MO 64063 611669731 501C3 5845 OPERATING SUPPORT. ITN GREATER KANSAS CITY PO BOX 104 705B SE MEADOWLANE LEES SUMMIT MO 64063 611669731 501C3 8330 OPERATING SUPPORT. ITN GREATER KANSAS CITY PO BOX 104 705B SE MEADOWLANE LEES SUMMIT MO 64063 611669731 501C3 8373 OPERATING SUPPORT. ITN GREATER KANSAS CITY PO BOX 104 705B SE MEADOWLANE LEES SUMMIT MO 64063 611669731 501C3 8000 TRANSPORTATION-LS JACKSON COUNTY FREE HEALTH CLINIC D 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501C3 20000 OPERATING SUPPORT. JACKSON COUNTY FREE HEALTH CLINIC D 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501C3 25000 OPERATING SUPPORT. JACKSON COUNTY FREE HEALTH CLINIC D 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501C3 25000 OPERATING SUPPORT. JACKSON COUNTY FREE HEALTH CLINIC D 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501C3 25000 OPERATING SUPPORT. JACKSON COUNTY FREE HEALTH CLINIC D 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501C3 25000 OPERATING SUPPORT. JACKSON COUNTY FREE HEALTH CLINIC D 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501C3 20000 OPERATING SUPPORT. JACKSON COUNTY FREE HEALTH CLINIC D 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501C3 25000 OPERATING SUPPORT. JACKSON COUNTY FREE HEALTH CLINIC D 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501C3 25000 OPERATING SUPPORT. JACKSON COUNTY FREE HEALTH CLINIC D 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501C3 24056 GRANT AGMT: 13-14 JACKSON COUNTY HEALTH DEPARTMENT 313 S LIBERTY INDEPENDENCE MO 64050 440661018 501C3 15150 MEDICAL DIRECTOR SAL JACKSON COUNTY HEALTH DEPARTMENT 313 S LIBERTY INDEPENDENCE MO 64050 440661018 501C3 15150 MEDICAL DIRECTOR SAL JACKSON COUNTY HISTORICAL SOCIETY P O BOX 4241 INDEPENDENCE MO 64051 440651562 501C3 19200 SERMON FUND SUPPORT JOBONE 1085 S YUMA INDEPENDENCE MO 64056 430922133 501C3 80000 OPERATING SUPPORT. JUNIOR SERVICE LEAGUE OF INDEPENDEN 3122 SOUTH CRYSLER INDEPENDENCE MO 64055 436050228 501C3 10000 JSL GRANTS. KANSAS CITY HOSPICE 1500 MEADOW LAKE PARKWAY SUITE 200 KANSAS CITY MO 64114 431209344 501C3 500000 OPERATING SUPPORT. LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7247-0439 PHILADELPHIA PA 191700439 350472300 6500 PAYMENT OF PREMIUM LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7247-0439 PHILADELPHIA PA 191700439 350472300 10843 PAYMENT OF PREMIUM LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7247-0439 PHILADELPHIA PA 191700439 350472300 50800 PAYMENT OF PREMIUM LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7247-0439 PHILADELPHIA PA 191700439 350472300 11000 PAYMENT OF PREMIUM LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7247-0439 PHILADELPHIA PA 191700439 350472300 15000 PAYMENT OF PREMIUM LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7247-0439 PHILADELPHIA PA 191700439 350472300 30400 PAYMENT OF PREMIUM LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7247-0439 PHILADELPHIA PA 191700439 350472300 7750 PAYMENT OF PREMIUM MARZANO RESEARCH LABORATORY LLC 555 N MORTON STREET BLOOMINGTON IN 47404 262730032 19067 CLASS FORMATIVE TRNG MARZANO RESEARCH LABORATORY LLC 555 N MORTON STREET BLOOMINGTON IN 47404 262730032 19067 CLASS FORMATIVE TRNG MCCOY PARK INCLUSIVE PLAY PROJECT 416 WEST MAPLE INDEPENDENCE MO 64050 446000190 GOV 10000 INCLUSIVE PLAY PROJ MID-AMERICA ARTS ALLIANCE 2018 BALTIMORE AVENUE KANSAS CITY MO 64108 237303693 501C3 330000 CAP CAMPAIGN COST MID-AMERICA ARTS ALLIANCE 2018 BALTIMORE AVENUE KANSAS CITY MO 64108 237303693 501C3 295953 CAP CAMPAIGN COST MIDWEST HEMOPHILIA ASSOCIATION P O BOX 412866 KANSAS CITY MO 64141 431595395 501C3 50000 OPERATING SUPPORT. MISSOURI 4-H FOUNDATION 1110 S COLLEGE AVENUE COLUMBIA MO 65211 436044367 501C3 6000 SIX 1,000 AWARDS MISSOURI STATE FAIR FOUNDATION 2503 WEST 16TH STREET SEDALIA MO 65301 431889075 501C3 5100 MO STATE FAIR PROG NATIVITY OF MARY CHURCH 10017 E 36TH TERR INDEPENDENCE MO 64052 440584302 501C3 15123 SCHOOL OPERATIONS NATIVITY OF MARY CHURCH 10017 E 36TH TERR INDEPENDENCE MO 64052 440584302 501C3 5775 CHURCH SUPPORT NATIVITY OF MARY SCHOOL 10021 E 36TH TERR INDEPENDENCE MO 64052 440584302 501C3 19500 SUPPORT TUITION READING REACHES INC 9717 HARVARD AVENUE KANSAS CITY MO 64134 431876877 501C3 14000 DICTIONARIES KC KIDS ROBINSON'S CATERING CO INC DBA B 5050 KANSAS AVENUE KANSAS CITY KS 66106 430921106 5208 KCMDA DINNER UMKC OFFICE OF FINANCIAL AID ROOM 5100 ROCKHILL ROAD KANSAS CITY MO 64110 436003859 GOV 20686 TRANSFER SCHOLARSHIP UMKC - SCHOOL OF COMPUTING & ENGINE 5100 ROCKHILL ROAD KANSAS CITY MO 64110 436003859 GOV 10000 HARMON SCHOLARSHIP UNIVERSITY OF MO - JACKSON CTY EXTE 1106 W MAIN ST BLUE SPRINGS MO 64015 440602985 GOV 6500 YOUTH SPECIAL. PROG ALL OTHER UNDER 5000 4200 LITTLE BLUE PKWY STE 340 INDEPENDENCE MO 64057 431482136 501C3 319316 VARIOUS SCHOLARSHIPS 116 170457 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 6 2391453 X 1 44720 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 NEW LEGACY GIFT: DR. VERNON CARL JELLEY, A LONG-TIME DONOR OF THE THCF PASSED AWAY ON MAY 29, 2013. HE STRONGLY BELIEVED AND OFTEN REMARKED THAT "EDUCATION IS THE CURE TO ALL THAT AILS US." DR. JELLEY ENTRUSTED THCF TO USE HIS ESTATE (APPROXIMATELY 2M) TO SUPPORT CHILDREN'S EDUCATION PROGRAMS. THE FIRST GRANTS IN HIS HONOR WILL BE MADE IN 2014. SCHOLARSHIPS AND GRANTS IN SCHOLARSHIPS, 174,320 WAS AWARDED FROM 88 SCHOLARSHIP FUNDS TO AREA STUDENTS RANGING FROM HIGH SCHOOL SENIORS TO UNDERGRADUATE AND GRADUATE STUDENTS PURSUING HIGH EDUCATION DEGREES, INCLUDING TECHNICAL SCHOOLS. 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, WITH REPRESENTATIVES FROM OUR FOUR ADVISOR BOARDS AND INPUT FROM THE YOUTH ADVISORY COUNCIL, THCF AWARDED 195,609 TO 47 NONPROFITS IN SUPPORT OF PROGRAMS IN THE EASTERN JACKSON COUNTY REGION. 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 152 YOUTH FROM 13 DIFFERENT HIGH SCHOOLS WHO ALSO RAISED 4,700 THROUGH THEIR 4TH ANNUAL FUNDRAISER, STRIKE IN THE NIGHT - GIVE TO INFINITY AND BEYOND. THIS SUCCESS BRINGS THEIR TOTAL ASSETS TO MORE THAN 49,000. 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 720 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 133,000 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 STEWARDSHIP CAPITAL STEWARDSHIP CAPITAL DIRECTOR DIRECTOR FATHER/SON & BUSINESS 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 -2,131 INCOME RELATED TO AGENCY FUNDS -2,047,037 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 52,394 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 59,100 GAIN ON VALUE OF LIFE ESTATE RESERVED 2,105 EXPENSES RELATED TO AGENCY FUNDS 2,063,012 FUNDRAISING EXPENSES OFFSET AGAINST INCOME -59,100 THCF REAL ESTATE LLC 4200 LITTLE BLUE PARKWAY STE 340 INDEPENDENCE MO 64057 471272132 REAL EST MO TRUMAN HEA RTLAND COMMUNITY FOUNDATION