TRUMAN HEARTLAND COMMUNITY FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
TRUMAN HEARTLAND COMMUNITY FOUNDATION (EIN 43-1482136)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-12
IRS object ID
201303169349305030
Schema version
2012v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-12T15:27:17-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BEVERLY POWELL CPA LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1115 E WALNUT STREETAddressLine1
CityINDEPENDENCECity
StateMOState
ZIP Code64050ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN431482136EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1TRUMAN HEARTLAND COMMUNITYBusinessNameLine1
Business Name Line2FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlTRUMNameControl
Phone8168368189Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14200 LITTLE BLUE PARKWAYAddressLine1
Address Line2ROOM/SUITE 340AddressLine2
CityINDEPENDENCECity
StateMOState
ZIP Code64057ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePHILLIP J HANSONName
TitlePRESIDENT & CEOTitle
Phone8168368189Phone
Date Signed2013-11-11DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBEVERLY POWELL CPA LLCName
Phone8168330078Phone
Date Prepared2013-11-12DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonPHILLIP J HANSONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14200 LITTLE BLUE PARKWAY SUITE 340AddressLine1
CityINDEPENDENCECity
StateMOState
ZIP Code64057ZIPCode
FieldValueIRS element (for citing)
Gross Receipts4064964GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.THCF.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1982YearFormation
State Legal DomicileMOStateLegalDomicile
Activity Or Mission DescriptionTHE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO.ActivityOrMissionDescription
Nbr Voting Members Governing Body28NbrVotingMembersGoverningBody
Nbr Independent Voting Members25NbrIndependentVotingMembers
Total Nbr Employees6TotalNbrEmployees
Total Nbr Volunteers200TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year3090513ContributionsGrantsPriorYear
Contributions Grants Current Year2610153ContributionsGrantsCurrentYear
Program Service Revenue CY930ProgramServiceRevenueCY
Investment Income Prior Year300984InvestmentIncomePriorYear
Investment Income Current Year1016053InvestmentIncomeCurrentYear
Other Revenue Prior Year409542OtherRevenuePriorYear
Other Revenue Current Year381344OtherRevenueCurrentYear
Total Revenue Prior Year3801039TotalRevenuePriorYear
Total Revenue Current Year4008480TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year3092814GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY4328500GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year361675SalariesEtcPriorYear
Salaries Etc Current Year375958SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year114925TotalFundrsngExpCurrentYear
Other Expense Prior Year543808OtherExpensePriorYear
Other Expenses Current Year472115OtherExpensesCurrentYear
Total Expenses Prior Year3998297TotalExpensesPriorYear
Total Expenses Current Year5176573TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-197258RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-1168093RevenuesLessExpensesCY
Total Assets BOY27529375TotalAssetsBOY
Total Assets EOY27875910TotalAssetsEOY
Total Liabilities BOY10944339TotalLiabilitiesBOY
Total Liabilities EOY11285577TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY16585036NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY16590333NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense4811108Expense
Grants4328500Grants
DescriptionCONTRIBUTIONS ARE MADE TO PROVIDE BENEFITS TO THE RESIDENTS OF EASTERN JACKSON COUNTY, MISSOURI. STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2012 HIGHLIGHTS "THIRTY YEARS OF PURPOSEFUL GIVING, MADE POSSIBLE BY YOU". THIS STATEMENT CAPTURES THE THEME OF 2012 - WHICH CELEBRATED OUR DONORS, VOLUNTEERS AND BOARD LEADERSHIP. FINANCIAL POSITION: IN 2012 OUR POOLED ASSETS HAD A 12.7% RETURN ON INVESTMENT ENABLING US TO FUND THOUSANDS OF DOLLARS IN GRANTS AND SCHOLARSHIPS. IN ALL, TOTAL GRANTS FROM ALL FUNDS EQUALED 2.8 MILLION, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS AND OUR ANNUAL COMMUNITY GRANTS PROCESS. SCHOLARSHIPS AND GRANTS IN SCHOLARSHIPS, 172,225 WAS AWARDED FROM 69 SCHOLARSHIP FUNDS TO 157 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. DURING NATIONAL PHILANTHROPY WEEK, THE GRANTS COMMITTEE AWARDED 180,000 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. THE ANNUAL GRANTS PROCESS AWARDS GRANTS FROM ENDOWMENTS THAT DONORS HAVE ENTRUSTED TO THE BOARD TO ADMINISTER. THE GRANTS COMMITTEE INCLUDES REPRESENTATIVES FROM OUR BOARD AND ADVISORY BOARDS WITH INPUT FROM THE YOUTH ADVISORY COUNCIL (YAC). 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 122 YOUTH FROM 11 DIFFERENT HIGH SCHOOLS WHO ALSO RAISED 4,500 THROUGH THEIR 3RD ANNUAL SKATE FOR CHANGE EVENT. COMMUNITY FOR ALL AGES COALITION: CREATED AS PART OF AN INITIATIVE STARTED IN 2011, THIS COALITION NOW BOASTS MORE THAN 55 MEMBERS WHO ARE COMMITTED TO ADDRESSING ISSUES AND NEEDS FACING OUR AGING COMMUNITY. REAL PROGRESS IS UNDERWAY WITH THE DEVELOPMENT OF THE NEW "CARE CONNECTION" WEBSITE IN PARTNERSHIP WITH MID-CONTINENT PUBLIC LIBRARY. THE WEBSITE SET TO LAUNCH IN 2013 WILL PROVIDE EASY ACCESS TO INFORMATION ON SERVICES AVAILABLE TO EASTERN JACKSON COUNTY SENIORS, THEIR FAMILIES AND THOSE WHO WISH TO VOLUNTEER. TOAST TO OUR TOWNS - GALA THE GALA COMMITTEE, CHAIRED BY JUDY FORRESTER, PLANNED THE "CELEBRATING THREE DECADES" BLACK-TIE EVENT AT THE MARRIOT HOTEL IN DOWNTOWN KANSAS CITY. WITH 650 GUESTS IN ATTENDANCE, IT WAS A GOOD SUCCESS. ONCE AGAIN THE FOUNDATION WAS IN THE SPOTLIGHT WITH AN OPPORTUNITY TO SHOWCASE OUR WORK AND TO INTRODUCE THOSE WONDERFUL PEOPLE WHO THROUGH THEIR COMMITMENT TO COMMUNITY IMPROVEMENT EARN OUR RECOGNITION AS "OUTSTANDING CITIZENS". THE COMMITTEE SURPASSED ITS GOAL AND GENERATED NEARLY 112,000 IN PROCEEDS FOR USE BY THE FOUNDATION IN MEETING OPERATING EXPENSES.Description
Total Program Service Expense4811108TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundstrueDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109623NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees6NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionstrueNonDeductibleContributions
Non Deductible DisclosuretrueNonDeductibleDisclosure
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members28NbrVotingGoverningBodyMembers
Number Independent Voting Members25NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChapterstrueLocalChapters
Policies Reference ChapterstruePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledMOStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1TRUMAN HEARTLAND COMMUNITY FOUNDBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8168368189TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14200 LITTLE BLUE PARKWAY STE 340AddressLine1
CityINDEPENDENCECity
StateMOState
ZIP Code64057ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (30 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
SHERRI LOZANO
DIRECTOR2.00X000
BRAD CONSTANCE
DIRECTOR2.00X000
BRENDA WEST
DIRECTOR2.00X000
CHUCK FOUDREE
VICE-CHAIR/D2.00X000X
DOUG HAMMER
SECRETARY/DI2.00X000X
DR FREDERICK HAHN
DIRECTOR2.00X000
DR STEVEN SILVERSTEIN
DIRECTOR2.00X000
EILEEN WIER
DIRECTOR2.00X000
JIM PRYDE
DIRECTOR2.00X000
JOY HOBICK
DIRECTOR2.00X000
BARBARA KOIRTYOHANN
DIRECTOR2.00X000
MARTHA COCKERELL
TREASURER/DI2.00X000X
HELEN HATRIDGE
DIRECTOR2.00X000
SHIRLEY WURTH
DIRECTOR2.00X000
RANDALL FERGUSON
DIRECTOR2.00X000
CINDY CAVANAH
DIRECTOR2.00X000
RICHARD KREHER
DIRECTOR2.00X000
JEFF QUIBELL
DIRECTOR2.00X000
RON BRUCH
CHAIRMAN/DIR2.00X000X
ELEANOR FRASIER
DIRECTOR2.00X000
VICKI DIGBY
DIRECTOR2.00X000
WILLIAM ESRY
DIRECTOR2.00X000
ROBERT HEPTING
DIRECTOR2.00X000
MIKE MCGRAW
DIRECTOR2.00X000
DR JOSEPH SEABROOKS
DIRECTOR2.00X000
DAVID JETER
DIRECTOR2.00X000
JUDY FORRESTER
DIRECTOR2.00X000
RON FINKE
DIRECTOR2.00X000
PHILLIP HANSON
PRESIDENT/CE40.001167000480X
BEVERLY POWELL
CFO40.007210001487X
FieldValueIRS element (for citing)
Total Reportable Comp From Org188800TotalReportableCompFromOrg
Total Other Compensation1967TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Fundraising Events178960FundraisingEvents
All Other Contributions2431193AllOtherContributions
Noncash Contributions224997NoncashContributions
Total Contributions2610153TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Total Revenue Column930TotalRevenueColumn
Exclusion$930ExclusionAmount
FieldValueIRS element (for citing)
Total Program Service Revenue930TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column799895TotalRevenueColumn
Exclusion$799,895ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities216158Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities216158Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column216158TotalRevenueColumn
Related Or Exempt Function Income216158RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Income Fundraising Events86700GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events178960CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses56484FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column30216TotalRevenueColumn
Exclusion$30,216ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
ADMINISTRATION INCOME343755$343,755
MISCELLANEOUS INCOME7373$7,373
FieldValueIRS element (for citing)
Total Other Revenue351128TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column4008480TotalRevenueColumn
Related Or Exempt Function Income216158RelatedOrExemptFunctionIncome
Exclusion$1,182,169ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total4139059Total
Program Services4139059ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total189441Total
Program Services189441ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total337153Total
Program Services121867ProgramServices
Management And General127390ManagementAndGeneral
Fundraising87896Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total13724Total
Program Services6267ProgramServices
Management And General4249ManagementAndGeneral
Fundraising3208Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total25081Total
Program Services9066ProgramServices
Management And General9476ManagementAndGeneral
Fundraising6539Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total7700Total
Management And General7700ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total6000Total
Program Services3000ProgramServices
Management And General3000ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total24052Total
Program Services8087ProgramServices
Management And General13517ManagementAndGeneral
Fundraising2448Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total30145Total
Program Services9726ProgramServices
Management And General14850ManagementAndGeneral
Fundraising5569Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total21735Total
Management And General21735ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total3210Total
Program Services803ProgramServices
Management And General1605ManagementAndGeneral
Fundraising802Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total9182Total
Management And General9182ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total16525Total
Management And General16525ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
ADMINISTRATIVE FEES302298302298
MARKETING/RECRUITING EXPE208931042145735899
EQUIPMENT RENTAL/MAINTENA7048352417621762
DUES & MEMBERSHIPS65826582

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total16745Total
Program Services7549ProgramServices
Management And General8394ManagementAndGeneral
Fundraising802Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total5176573Total
Program Services4811108ProgramServices
Management And General250540ManagementAndGeneral
Fundraising114925Fundraising
FieldValueIRS element (for citing)
Joint CostsXJointCosts

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY436515BOY
EOY376219EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY4823560BOY
EOY4430180EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY281761BOY
EOY240803EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY346BOY
EOY315EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY9248BOY
EOY6754EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis301623LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec26066LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY287817BOY
EOY275557EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY21690128BOY
EOY22546082EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY27529375BOY
EOY27875910EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY23698BOY
EOY18791EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY10920641BOY
EOY11266786EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY10944339BOY
EOY11285577EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY13259192BOY
EOY13414531EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3325844BOY
EOY3175802EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY16585036BOY
EOY16590333EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY27529375BOY
EOY27875910EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-1168093ReconcilationRevenueExpenses
Reconciliation Unrealized Invest1421780ReconciliationUnrealizedInvest
Reconcilation Other Changes-248390ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1931954CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2626005CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2997123CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3090513CurrentTaxYearMinus1Year
Current Tax Year2610153CurrentTaxYear
Total13255748Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1931954CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2626005CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2997123CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3090513CurrentTaxYearMinus1Year
Current Tax Year2610153CurrentTaxYear
Total13255748Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total633673AmountsSubstContributorsTotal
Public Support Total17012622075PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years405771CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years604924CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years622924CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year605149CurrentTaxYearMinus1Year
Current Tax Year799895CurrentTaxYear
Total3038663Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1567CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years160CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years13007CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2655CurrentTaxYearMinus1Year
Current Tax Year438758CurrentTaxYear
Total456147Total
FieldValueIRS element (for citing)
Total Support16750558TotalSupport
Public Support Pertcentage1700.75350PublicSupportPertcentage170
Public Support Pertcent Prior Year0.79230PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held116NumberDAFsHeld
Number Funds Held488NumberFundsHeld
Donor Advised Contributions445309DonorAdvisedContributions
Contrib To Funds And Other Accounts2610153ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds608765GrantsPaidFromDonorFunds
Grants Funds And Other Accounts4328500GrantsFundsAndOtherAccounts
Aggregate DAF Value4070049AggregateDAFValue
Aggregate Fund Value27857122AggregateFundValue
Disclosed Orgs Legal ControltrueDisclosedOrgsLegalControl
Disclosed For Charitable PurposestrueDisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance8504721BeginningOfYearBalance
Contributions631157Contributions
Investment Earnings Or Losses1194196InvestmentEarningsOrLosses
Grants Or Scholarships389024GrantsOrScholarships
Other Expenditures435934OtherExpenditures
Administrative Expenses141310AdministrativeExpenses
End Of Year Balance9363806EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance8032998BeginningOfYearBalance
Contributions1206353Contributions
Investment Earnings Or Losses157582InvestmentEarningsOrLosses
Grants Or Scholarships426125GrantsOrScholarships
Other Expenditures329441OtherExpenditures
Administrative Expenses136646AdministrativeExpenses
End Of Year Balance8504721EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance6988366BeginningOfYearBalance
Contributions617582Contributions
Investment Earnings Or Losses1032303InvestmentEarningsOrLosses
Grants Or Scholarships380783GrantsOrScholarships
Other Expenditures128119OtherExpenditures
Administrative Expenses96351AdministrativeExpenses
End Of Year Balance8032998EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance5413436BeginningOfYearBalance
Contributions875130Contributions
Investment Earnings Or Losses1302639InvestmentEarningsOrLosses
Grants Or Scholarships399990GrantsOrScholarships
Other Expenditures128091OtherExpenditures
Administrative Expenses74758AdministrativeExpenses
End Of Year Balance6988366EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance7907067BeginningOfYearBalance
Contributions339171Contributions
Investment Earnings Or Losses-2258976InvestmentEarningsOrLosses
Grants Or Scholarships391854GrantsOrScholarships
Other Expenditures96248OtherExpenditures
Administrative Expenses85724AdministrativeExpenses
End Of Year Balance5413436EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.63860BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.02220PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.33920TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis89900OtherCostOrOtherBasis
Book Value89900BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis95100OtherCostOrOtherBasis
Depreciation3458Depreciation
Book Value91642BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis116623OtherCostOrOtherBasis
Depreciation22608Depreciation
Book Value94015BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings275557TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
AGENCY FUNDS$9,657,119
LIAB UNDER SPLIT-INT AGREEMENTS$1,557,059
LIABILITY FOR LIFE ESTATE RESERVED$52,608
FieldValueIRS element (for citing)
Total Of Amounts11266786TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt3522519TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1421780NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities44720DonatedSrvcAndUseOfFacilities
Other Revenues-1952461OtherRevenues
Revenue Not Rptd F990-485961RevenueNotRptdF990
Revenue Subtotal4008480RevenueSubtotal
Total Revenue Per Form9904008480TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt3606278TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities44720DonatedServicesUseOfFacilities
Other Expenses Included-1615015OtherExpensesIncluded
Expenses Not Rptd F990-1570295ExpensesNotRptdF990
Expenses Subtotal5176573ExpensesSubtotal
Total Expenses Per Form9905176573TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
INTENDED USES FOR ENDOWMENT FUNDSSCHEDULE D, PAGE 2, PART V, LINE 4FUNDS WILL BE USED TO CARRY ON THE PURPOSES OF THE COMMUNITY FOUNDATION AND OTHER CHARITIES FOR WHICH FUNDS ARE DESIGNATED IN THE COMING YEARS.
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHERSCHEDULE D, PAGE 4, PART XI, LINE 2DCHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -47,389 INCOME RELATED TO AGENCY FUNDS -2,066,545 RELEASED FROM TEMPORARILY RESTRICTED NET ASSETS 214,077 LOSS ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS -111,207 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 56,484 LOSS ON VALUE OF LIFE ESTATE RESERVED 2,119
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHERSCHEDULE D, PAGE 4, PART XII, LINE 2DEXPENSES RELATED TO AGENCY FUNDS -1,671,499 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 56,484

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Licensed StatesMOLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GALA - THCFNameOfEvent1
Gross Receipts Event1167833GrossReceiptsEvent1
Charitable Contributions Event1112625CharitableContributionsEvent1
Gross Revenue Event155208GrossRevenueEvent1
Rent Facility Costs Event15685RentFacilityCostsEvent1
Food And Beverage Event140717FoodAndBeverageEvent1
Other Direct Expenses Event19358OtherDirectExpensesEvent1
Name Of Event2SCOPES FOR HOPENameOfEvent2
Gross Receipts Event294487GrossReceiptsEvent2
Charitable Contributions Event265335CharitableContributionsEvent2
Gross Revenue Event229152GrossRevenueEvent2
Gross Receipts Total262320GrossReceiptsTotal
Charitable Contributions Total177960CharitableContributionsTotal
Gross Revenue Total Events84360GrossRevenueTotalEvents
Rent Facility Costs Total Events5685RentFacilityCostsTotalEvents
Food And Beverage Total Events40717FoodAndBeverageTotalEvents
Other Direct Expenses Total Events9358OtherDirectExpensesTotalEvents
Direct Expense Summary Events55760DirectExpenseSummaryEvents
Net Income Summary28600NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (143 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ANGUS FOUNDATION
3201 FREDERICK AVESAINT JOSEPHMO645062912363084945501(C)39874OPERATING SUPPORT
BLUE RIVER COMMUNITY COLLEGE
20301 E 78 HIGHWAYINDEPENDENCEMO64057430813703501(C)25000POLICE UTILITY VEHIC
BLUE SPRINGS SCHOOL DISTRICT
1801 NW VESPERBLUE SPRINGSMO64015446004932501(C)11505SALARY EXP & FRINGE
CAMERON R-1 SCHOOL DISTRICT
423 NORTH CHESTNUTCAMERONMO6442944600137513000REFUND WORKSHOPS OVE
CASS COUNTY HISTORICAL SOCIETY
1104 N COMMERCIALHARRISONVILLEMO64701237357777501(C)5753GENERAL SUPPORT
CASS COUNTY HISTORICAL SOCIETY
1104 N COMMERCIALHARRISONVILLEMO64701237357777501(C)5753SUPPORT OPERATIONS
CHILD ABUSE PREVENTION ASSOCIATION
503 E 23RD STREETINDEPENDENCEMO64055431067711501(C)10000EMER GRANT COVER PAY
CHILDREN'S MERCY HOSPITALS & CLINIC
2401 GILLHAM ROADKANSAS CITYMO64108440605373501(C)25000CAPITAL CAMPAIGN
CHILDREN'S MERCY HOSPITALS & CLINIC
2401 GILLHAM ROADKANSAS CITYMO64108440605373501(C)10000CAPITAL CAMPAIGN
CHILDREN'S MERCY HOSPITALS & CLINIC
2401 GILLHAM ROADKANSAS CITYMO64108440605373501(C)10000CAPITAL CAMPAIGN
CHILDREN'S MERCY HOSPITALS & CLINIC
2401 GILLHAM ROADKANSAS CITYMO64108440605373501(C)50000SUPPORT LIVER CARE C
COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND RDINDEPENDENCEMO64050430976396501(C)6000UTILITY ASSIST. PROG
COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND RDINDEPENDENCEMO64050430976396501(C)7368UTILITY ASSIST. PROG
COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND RDINDEPENDENCEMO64050430976396501(C)5293CAPITAL CAMPAIGN
COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND RDINDEPENDENCEMO64050430976396501(C)10037CAPITAL CAMPAIGN
COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND RDINDEPENDENCEMO64050430976396501(C)50000GENERAL SUPPORT
COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND RDINDEPENDENCEMO64050430976396501(C)42000EMER ASSIST FUND
DRUMM FARM CENTER FOR CHILDREN INC
3210 LEES SUMMIT RDINDEPENDENCEMO64055440569643501(C)10000CAPITAL CAMPAIGN
DRUMM FARM CENTER FOR CHILDREN INC
3210 LEES SUMMIT RDINDEPENDENCEMO64055440569643501(C)21566CAPITAL CAMPAIGN
DRUMM FARM CENTER FOR CHILDREN INC
3210 LEES SUMMIT RDINDEPENDENCEMO64055440569643501(C)64000SWINNEY CAPITAL CAMP
DRUMM FARM CENTER FOR CHILDREN INC
3210 LEES SUMMIT RDINDEPENDENCEMO64055440569643501(C)30379CAPITAL CAMPAIGN
FIRST BAPTIST CHURCH OF OAK GROVE
400 SE 14TH STREETOAK GROVEMO64075440601679501(C)20000YOUTH BUILDING FUND
FIRST BIBLE BAPTIST CHURCH
1441 SE ADAMS DAIRY PARKWAYBLUE SPRINGSMO6401434574317795556000SUPPORT ZAMBIA MISSI
FRIENDS OF SUGAR CREEK
606 N STERLINGSUGAR CREEKMO64054431714283501(C)6000GENERAL SUPPORT
FRIENDS OF SUGAR CREEK
606 N STERLINGSUGAR CREEKMO64054431714283501(C)6000INSURANCE MUSEUM BLD
GIFT OF LIFE
6405 METCALF AVE SUITE 109OVERLAND PARKKS66202481198979501(C)20000GENERAL SUPPORT
GIFT OF LIFE
6405 METCALF AVE SUITE 109OVERLAND PARKKS66202481198979501(C)8000GENERAL SUPPORT
GIFT OF LIFE
6405 METCALF AVE SUITE 109OVERLAND PARKKS66202481198979501(C)15000GENERAL SUPPORT
GIFT OF LIFE
6405 METCALF AVE SUITE 109OVERLAND PARKKS66202481198979501(C)15000GENERAL SUPPORT
GRAIN VALLEY R-5 SCHOOL DISTRICT
P O BOX 304GRAIN VALLEYMO640290719446004947501(C)12965IPAD PURCHASE, SHARE
GRAIN VALLEY R-5 SCHOOL DISTRICT
P O BOX 304GRAIN VALLEYMO640290719446004947501(C)9810SCHOLARSHIPS 2012 GV
HARRY S TRUMAN LIBRARY INSTITUTE
500 WEST US 24 HWYINDEPENDENCEMO64050436042632501(C)13000TRACING THE TRUMANS
HILLCREST TRANSITIONAL HOUSING - EJ
401 NORTH SPRINGINDEPENDENCEMO64051431836391501(C)25000GENERAL SUPPORT
HILLCREST TRANSITIONAL HOUSING - EJ
401 NORTH SPRINGINDEPENDENCEMO64051431836391501(C)10000GENERAL SUPPORT
HILLCREST TRANSITIONAL HOUSING - EJ
401 NORTH SPRINGINDEPENDENCEMO64051431836391501(C)50000GENERAL SUPPORT
HOPE HAVEN OF CASS COUNTY
PO BOX 754HARRISONVILLEMO64701431596092501(C)10000GENERAL SUPPORT
HOPE HOUSE INC
P O BOX 577LEES SUMMITMO64063431265685501(C)40645GENERAL SUPPORT
HOPE HOUSE INC
P O BOX 577LEES SUMMITMO64063431265685501(C)10000GUARDIAN PROGRAM
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)289694TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)78823TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)110965TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)26766TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)9512TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)6092TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)19322TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)16991TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)10361TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)195045TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)7148TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)6060TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)12371TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)8673TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)9264TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)10003TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)14937TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)14860TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)7678TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)7204TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)6937TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)6125TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)8487TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)11748TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)16784TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)14479TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)7540TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)8695TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)33989TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)17447TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)20986TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)5059TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)12015TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)9464TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)23471TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)11917TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)20817TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)20272TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)27427TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)6806TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)139667TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)13707TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)6740TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)10701TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUEINDEPENDENCEMO64050431363739501(C)7375TRANSFER ASSETS TO F
INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUEINDEPENDENCEMO64050431831303501(C)10913EDUCATION
INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUEINDEPENDENCEMO64050431831303501(C)52494EDUCATION
INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUEINDEPENDENCEMO64050431831303501(C)24572EDUCATION
INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUEINDEPENDENCEMO64050431831303501(C)16577EDUCATION
INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUEINDEPENDENCEMO64050431831303501(C)12823EDUCATION
INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUEINDEPENDENCEMO64050431831303501(C)7172EDUCATION
INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUEINDEPENDENCEMO64050431831303501(C)21044EDUCATION
INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUEINDEPENDENCEMO64050431831303501(C)13943EDUCATION
INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUEINDEPENDENCEMO64050431831303501(C)89002011 & 12 SCHOLARSHI
INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUEINDEPENDENCEMO64050431831303501(C)105002011 & 12 SCHOLARSHI
INTERNATIONAL AFRICAN MISSIONS MINI
990 MANITOU ROADHILTONNY14468200773582501(C)152408 PORTABLE DENTAL UN
INTERNATIONAL CENTER FOR LEADERSHIP
1587 ROUTE 146REXFORDNY1214814176637349500TEAM LICENSES FOR NE
JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103INDEPENDENCEMO64056450539496501(C)20000GENERAL SUPPORT
JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103INDEPENDENCEMO64056450539496501(C)20000GENERAL SUPPORT
JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103INDEPENDENCEMO64056450539496501(C)20000GENERAL SUPPORT
JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103INDEPENDENCEMO64056450539496501(C)20000GENERAL SUPPORT
JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103INDEPENDENCEMO64056450539496501(C)20000GENERAL SUPPORT
JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103INDEPENDENCEMO64056450539496501(C)20000GENERAL SUPPORT
JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103INDEPENDENCEMO64056450539496501(C)20000GENERAL SUPPORT
JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103INDEPENDENCEMO64056450539496501(C)20000GENERAL SUPPORT
JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103INDEPENDENCEMO64056450539496501(C)20000GENERAL SUPPORT
JACKSON COUNTY HEALTH DEPARTMENT
313 S LIBERTYINDEPENDENCEMO64050440661018501(C)15150MEDICAL DIRECTOR
JACKSON COUNTY HEALTH DEPARTMENT
313 S LIBERTYINDEPENDENCEMO64050440661018501(C)15150MEDICAL DIRECTOR
JACKSON COUNTY HEALTH DEPARTMENT
313 S LIBERTYINDEPENDENCEMO64050440661018501(C)7575MEDICAL DIRECTOR
JACKSON COUNTY HEALTH DEPARTMENT
313 S LIBERTYINDEPENDENCEMO64050440661018501(C)15150MEDICAL DIRECTOR
JACKSON COUNTY HEALTH DEPARTMENT
313 S LIBERTYINDEPENDENCEMO64050440661018501(C)15150MEDICAL DIRECTOR
JACKSON COUNTY HISTORICAL SOCIETY
P O BOX 4241INDEPENDENCEMO64051440651562501(C)19300SUPPORT OF 1859 JAIL
JOBONE
1085 S YUMAINDEPENDENCEMO64056430922133501(C)43000GENERAL SUPPORT
JOBONE
1085 S YUMAINDEPENDENCEMO64056430922133501(C)6000BUSINESS EXPANSION P
JUNIOR SERVICE LEAGUE OF INDEPENDEN
3122 SOUTH CRYSLERINDEPENDENCEMO64055436050228501(C)12584CAPITAL IMPROVEMENTS
KANSAS CITY HOSPICE
9221 WARD PARKWAY SUITE 100KANSAS CITYMO64114431209344501(C)200000GRANT TO COVER PAYRO
LEE'S SUMMIT SOCIAL SERVICES
108 S E 4TH STREETLEES SUMMITMO64063431604974501(C)14560PURCHASE OF VAN.
LINCOLN NATIONAL INSURANCE COMPANY
P O BOX 7247-0439PHILADELPHIAPA1917004393504723006500INSURANCE PREMIUM
LINCOLN NATIONAL INSURANCE COMPANY
P O BOX 7247-0439PHILADELPHIAPA191700439350472300501(C)30400INSURANCE PREMIUM
LINCOLN NATIONAL INSURANCE COMPANY
P O BOX 7247-0439PHILADELPHIAPA191700439350472300501(C)15000INSURANCE PREMIUM
LINCOLN NATIONAL INSURANCE COMPANY
P O BOX 7247-0439PHILADELPHIAPA191700439350472300501(C)7500INSURANCE PREMIUM
MENTAL HEALTH ASSOCIATION OF THE HE
739 MINNESOTA AVENUEKANSAS CITYKS66101481185409501(C)5383GENERAL SUPPORT
MENTAL HEALTH ASSOCIATION OF THE HE
739 MINNESOTA AVENUEKANSAS CITYKS66101481185409501(C)5383WASA PROGRAM EMPLOYE
MENTAL HEALTH ASSOCIATION OF THE HE
739 MINNESOTA AVENUEKANSAS CITYKS66101481185409501(C)5419GENERAL SUPPORT
MISSOURI 4-H FOUNDATION
1110 S COLLEGE AVENUECOLUMBIAMO65211436044367501(C)70001,000 AWARDS IN FAL
RAYTOWN EDUCATIONAL FOUNDATION
10750 E 350 HIGHWAYRAYTOWNMO64138431667551501(C)35000INCENTIVE PROG RAYTO
SPECIAL NEIGHBORS INC
3675 S NOLAND ROAD SUITE 110INDEPENDENCEMO64055431154462501(C)40000GENERAL SUPPORT
SPECIAL NEIGHBORS INC
3675 S NOLAND ROAD SUITE 110INDEPENDENCEMO64055431154462501(C)80000GENERAL SUPPORT
SPECIAL NEIGHBORS INC
3675 S NOLAND ROAD SUITE 110INDEPENDENCEMO64055431154462501(C)60000GENERAL SUPPORT
SPECIAL NEIGHBORS INC
3675 S NOLAND ROAD SUITE 110INDEPENDENCEMO64055431154462501(C)50000GENERAL SUPPORT
URICH COMMUNITY HISTORICAL SOCIETY
4601 COLLEGE BLVD STE 200LEAWOODKS662114312682045008TRANSFER ASSETS
CREATIVE SMARTS INC
18 HILLIARD STREETCAMBRIDGEMA0213827345680562009/27/12 SVCS FOR WOR
HOLIDAY INN KANSAS CITY
9103 E 39TH STKANSAS CITYMO641332754276805712BANQUET CHGS 2/27/12
LINCOLN FINANCIAL INSURANCE
P O BOX 7247-0439PHILADELPHIAPA1917004393504723007750INSURANCE PREMIUM
LINCOLN NATIONAL INSURANCE COMPANY
P O BOX 7247-0439PHILADELPHIAPA19170043935047230010843INSURANCE PREMIUM
LINCOLN NATIONAL LIFE INSURANCE CO
P O BOX 7719PHILADELPHIAPA19170771935047230050800INSURANCE PREMIUM
LINCOLN NATIONAL LIFE INSURANCE CO
P O BOX 7719PHILADELPHIAPA191707719350472300100000INSURANCE PREMIUM
LINCOLN NATIONAL LIFE INSURANCE CO
P O BOX 7719PHILADELPHIPA19170771935047230011000INSURANCE PREMIUM
LINCOLN NATIONAL LIFE INSURANCE CO
P O BOX 7719PHILADELPHIAPA19170771935047230030400INSURANCE PREMIUM
LINCOLN NATIONAL LIFE INSURANCE CO
P O BOX 7719PHILADELPHIAPA1917077193504723006000INSURANCE PREMIUM
MARZANO RESEARCH LABORATORY
555 N MORTON STREETBLOOMINGTONIN4740426273003227733EDUCATOR TRAINING
MARZANO RESEARCH LABORATORY
555 N MORTON STREETBLOOMINGTONIN4740426273003214300EDUCATOR TRAINING
MARZANO RESEARCH LABORATORY LLC
555 N MORTON STREETBLOOMINGTONIN4740426273003219067EDUCATOR TRAINING
TOVANI GROUP
7033 S ONEIDA CIRCLECENTENNIALCO801122001219577200LITERACY WORKSHOPS
ALL UNDER 5000
4200 LITTLE BLUE PARKWAY SUITE 340INDEPENDENCEMO64057431482136501C3250570VARIOUS

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIPSTypeOfGrant
Number Of Recipients173NumberOfRecipients
Amount Of Cash Grant189441AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATESIdentifier
Return ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2ReturnReference
ExplanationAWARDS 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.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
LITTLE BLUE HOLDINGS LLC
DIRECTORS44720SPACE DONATED TO FDNfalse
LITTLE BLUE HOLDINGS LLC
DIRECTORS21735COMMON AREA MAINTfalse
(no name)
@ MARKET RATEfalse
BLUE RIDGE WEALTH MANAGEMENT
DIRECTORS8965INV FEES PD BY FDTNfalse
(no name)
@ BELOW MARKET RATEfalse

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions13NumberOfContributions
Noncash Contribs Rptd F990224997NoncashContribsRptdF990
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierTHIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONSIdentifier
Return ReferenceSCHEDULE M, PAGE 1, PART I, LINE 32BReturnReference
ExplanationPUBLICLY TRADED SECURITIES ARE SOLD BY INVESTMENT BROKERS AS REQUIRED BY LAW.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITSFORM 990, PAGE 1, PART I, LINE 6BOARD 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.
FIRST ACCOMPLISHMENT DESCRIPTIONFORM 990, PAGE 2, PART III, LINE 4AINCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS AND OUR ANNUAL COMMUNITY GRANTS PROCESS. SCHOLARSHIPS AND GRANTS IN SCHOLARSHIPS, 172,225 WAS AWARDED FROM 69 SCHOLARSHIP FUNDS TO 157 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. DURING NATIONAL PHILANTHROPY WEEK, THE GRANTS COMMITTEE AWARDED 180,000 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. THE ANNUAL GRANTS PROCESS AWARDS GRANTS FROM ENDOWMENTS THAT DONORS HAVE ENTRUSTED TO THE BOARD TO ADMINISTER. THE GRANTS COMMITTEE INCLUDES REPRESENTATIVES FROM OUR BOARD AND ADVISORY BOARDS WITH INPUT FROM THE YOUTH ADVISORY COUNCIL (YAC). 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 122 YOUTH FROM 11 DIFFERENT HIGH SCHOOLS WHO ALSO RAISED 4,500 THROUGH THEIR 3RD ANNUAL SKATE FOR CHANGE EVENT. COMMUNITY FOR ALL AGES COALITION: CREATED AS PART OF AN INITIATIVE STARTED IN 2011, THIS COALITION NOW BOASTS MORE THAN 55 MEMBERS WHO ARE COMMITTED TO ADDRESSING ISSUES AND NEEDS FACING OUR AGING COMMUNITY. REAL PROGRESS IS UNDERWAY WITH THE DEVELOPMENT OF THE NEW "CARE CONNECTION" WEBSITE IN PARTNERSHIP WITH MID-CONTINENT PUBLIC LIBRARY. THE WEBSITE SET TO LAUNCH IN 2013 WILL PROVIDE EASY ACCESS TO INFORMATION ON SERVICES AVAILABLE TO EASTERN JACKSON COUNTY SENIORS, THEIR FAMILIES AND THOSE WHO WISH TO VOLUNTEER. TOAST TO OUR TOWNS - GALA THE GALA COMMITTEE, CHAIRED BY JUDY FORRESTER, PLANNED THE "CELEBRATING THREE DECADES" BLACK-TIE EVENT AT THE MARRIOT HOTEL IN DOWNTOWN KANSAS CITY. WITH 650 GUESTS IN ATTENDANCE, IT WAS A GOOD SUCCESS. ONCE AGAIN THE FOUNDATION WAS IN THE SPOTLIGHT WITH AN OPPORTUNITY TO SHOWCASE OUR WORK AND TO INTRODUCE THOSE WONDERFUL PEOPLE WHO THROUGH THEIR COMMITMENT TO COMMUNITY IMPROVEMENT EARN OUR RECOGNITION AS "OUTSTANDING CITIZENS". THE COMMITTEE SURPASSED ITS GOAL AND GENERATED NEARLY 112,000 IN PROCEEDS FOR USE BY THE FOUNDATION IN MEETING OPERATING EXPENSES.
RELATED PARTY INFORMATION AMONG OFFICERSFORM 990, PAGE 6, PART VI, LINE 2BLUE RIDGE BANK & TRUST BLUE RIDGE BANK & TRUST DIRECTOR DIRECTOR BUSINESS BLUE RIDGE BANK & TRUST BLUE RIDGE BANK & TRUST OFFICER WIFE DIRECTOR BUSINESS
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BTRUMAN 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.
ENFORCEMENT OF CONFLICTS POLICYFORM 990, PAGE 6, PART VI, LINE 12CTRUMAN 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
COMPENSATION PROCESS FOR TOP OFFICIALFORM 990, PAGE 6, PART VI, LINE 15ATRUMAN 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.
COMPENSATION PROCESS FOR OFFICERSFORM 990, PAGE 6, PART VI, LINE 15BSEE POLICY IN PART 15A
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19TRUMAN 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
RECONCILIATION OF CHANGES - OTHERFORM 990, PART XI, LINE 9CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -47,389 INCOME RELATED TO AGENCY FUNDS -2,066,545 RELEASED FROM TEMPORARILY RESTRICTED NET ASSETS 214,077 LOSS ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS -111,207 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 56,484 LOSS ON VALUE OF LIFE ESTATE RESERVED 2,119 EXPENSES RELATED TO AGENCY FUNDS 1,671,499 FUNDRAISING EXPENSES OFFSET AGAINST INCOME -56,484
OTHER CHANGES IN NET ASSETS EXPLANATIONFORM 990, PART XI, LINE 9RECLASSIFICATION OF AGENCY FUNDS 89,056

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1THCF REAL ESTATE LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1300 N OSAGEAddressLine1
CityINDEPENDENCECity
StateMOState
ZIP Code64050ZIPCode
FieldValueIRS element (for citing)
EIN431482136EIN
Primary ActivitiesREAL ESTPrimaryActivities
Legal Domicile StateMOLegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1TRUMAN HEABusinessNameLine1
Business Name Line2RTLAND COMMUNITY FOUNDATIONBusinessNameLine2

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