2013-11-12T15:27:17-06:00 2012-12-31 BEVERLY POWELL CPA LLC 115 E WALNUT STREET INDEPENDENCE MO 64050 990 2012-01-01 431482136 TRUMAN HEARTLAND COMMUNITY FOUNDATION TRUM 8168368189 4200 LITTLE BLUE PARKWAY ROOM/SUITE 340 INDEPENDENCE MO 64057 PHILLIP J HANSON 8168368189 2013-11-11 true BEVERLY POWELL CPA LLC 8168330078 2013-11-12 X 2012 2016-02-24 21:20:13Z PHILLIP J HANSON 4200 LITTLE BLUE PARKWAY SUITE 340 INDEPENDENCE MO 64057 4064964 false X WWW.THCF.ORG X 1982 MO THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. 28 25 6 200 0 3090513 2610153 930 300984 1016053 409542 381344 3801039 4008480 3092814 4328500 0 361675 375958 0 114925 543808 472115 3998297 5176573 -197258 -1168093 27529375 27875910 10944339 11285577 16585036 16590333 X THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. false false 4811108 4328500 CONTRIBUTIONS 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. 4811108 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 true true false false false true false false false false true 23 0 6 true false false false false true true true true false false false false false false false X 28 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 SHERRI LOZANO 2.00 X 0 0 0 BRAD CONSTANCE 2.00 X 0 0 0 BRENDA WEST 2.00 X 0 0 0 CHUCK FOUDREE 2.00 X X 0 0 0 DOUG HAMMER 2.00 X X 0 0 0 DR FREDERICK HAHN 2.00 X 0 0 0 DR STEVEN SILVERSTEIN 2.00 X 0 0 0 EILEEN WIER 2.00 X 0 0 0 JIM PRYDE 2.00 X 0 0 0 JOY HOBICK 2.00 X 0 0 0 BARBARA KOIRTYOHANN 2.00 X 0 0 0 MARTHA COCKERELL 2.00 X X 0 0 0 HELEN HATRIDGE 2.00 X 0 0 0 SHIRLEY WURTH 2.00 X 0 0 0 RANDALL FERGUSON 2.00 X 0 0 0 CINDY CAVANAH 2.00 X 0 0 0 RICHARD KREHER 2.00 X 0 0 0 JEFF QUIBELL 2.00 X 0 0 0 RON BRUCH 2.00 X X 0 0 0 ELEANOR FRASIER 2.00 X 0 0 0 VICKI DIGBY 2.00 X 0 0 0 WILLIAM ESRY 2.00 X 0 0 0 ROBERT HEPTING 2.00 X 0 0 0 MIKE MCGRAW 2.00 X 0 0 0 DR JOSEPH SEABROOKS 2.00 X 0 0 0 DAVID JETER 2.00 X 0 0 0 JUDY FORRESTER 2.00 X 0 0 0 RON FINKE 2.00 X 0 0 0 PHILLIP HANSON 40.00 X 116700 0 480 BEVERLY POWELL 40.00 X 72100 0 1487 188800 1967 1 false false false 178960 2431193 224997 2610153 MISCELLANEOUS 930 930 930 799895 799895 216158 216158 216158 216158 86700 178960 56484 30216 30216 ADMINISTRATION INCOME 343755 343755 MISCELLANEOUS INCOME 7373 7373 351128 4008480 216158 1182169 4139059 4139059 189441 189441 337153 121867 127390 87896 13724 6267 4249 3208 25081 9066 9476 6539 7700 7700 6000 3000 3000 24052 8087 13517 2448 30145 9726 14850 5569 21735 21735 3210 803 1605 802 9182 9182 16525 16525 ADMINISTRATIVE FEES 302298 302298 MARKETING/RECRUITING EXPE 20893 10421 4573 5899 EQUIPMENT RENTAL/MAINTENA 7048 3524 1762 1762 DUES & MEMBERSHIPS 6582 6582 16745 7549 8394 802 5176573 4811108 250540 114925 X 436515 376219 4823560 4430180 281761 240803 346 315 9248 6754 301623 26066 287817 275557 21690128 22546082 27529375 27875910 23698 18791 10920641 11266786 10944339 11285577 X 13259192 13414531 3325844 3175802 16585036 16590333 27529375 27875910 -1168093 1421780 -248390 X false true X true false X 1931954 2626005 2997123 3090513 2610153 13255748 1931954 2626005 2997123 3090513 2610153 13255748 633673 12622075 405771 604924 622924 605149 799895 3038663 1567 160 13007 2655 438758 456147 16750558 0.75350 0.79230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 116 488 445309 2610153 608765 4328500 4070049 27857122 true true 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 7907067 339171 -2258976 391854 96248 85724 5413436 0.63860 0.02220 0.33920 false false 89900 89900 95100 3458 91642 116623 22608 94015 275557 AGENCY FUNDS 9657119 LIAB UNDER SPLIT-INT AGREEMENTS 1557059 LIABILITY FOR LIFE ESTATE RESERVED 52608 11266786 3522519 1421780 44720 -1952461 -485961 4008480 4008480 3606278 44720 -1615015 -1570295 5176573 5176573 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 FUNDS 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 - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE 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 - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO AGENCY FUNDS -1,671,499 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 56,484 MO GALA - THCF 167833 112625 55208 5685 40717 9358 SCOPES FOR HOPE 94487 65335 29152 262320 177960 84360 5685 40717 9358 55760 28600 true ANGUS FOUNDATION 3201 FREDERICK AVE SAINT JOSEPH MO 645062912 363084945 501(C) 39874 OPERATING SUPPORT BLUE RIVER COMMUNITY COLLEGE 20301 E 78 HIGHWAY INDEPENDENCE MO 64057 430813703 501(C) 25000 POLICE UTILITY VEHIC BLUE SPRINGS SCHOOL DISTRICT 1801 NW VESPER BLUE SPRINGS MO 64015 446004932 501(C) 11505 SALARY EXP & FRINGE CAMERON R-1 SCHOOL DISTRICT 423 NORTH CHESTNUT CAMERON MO 64429 446001375 13000 REFUND WORKSHOPS OVE CASS COUNTY HISTORICAL SOCIETY 1104 N COMMERCIAL HARRISONVILLE MO 64701 237357777 501(C) 5753 GENERAL SUPPORT CASS COUNTY HISTORICAL SOCIETY 1104 N COMMERCIAL HARRISONVILLE MO 64701 237357777 501(C) 5753 SUPPORT OPERATIONS CHILD ABUSE PREVENTION ASSOCIATION 503 E 23RD STREET INDEPENDENCE MO 64055 431067711 501(C) 10000 EMER GRANT COVER PAY CHILDREN'S MERCY HOSPITALS & CLINIC 2401 GILLHAM ROAD KANSAS CITY MO 64108 440605373 501(C) 25000 CAPITAL CAMPAIGN CHILDREN'S MERCY HOSPITALS & CLINIC 2401 GILLHAM ROAD KANSAS CITY MO 64108 440605373 501(C) 10000 CAPITAL CAMPAIGN CHILDREN'S MERCY HOSPITALS & CLINIC 2401 GILLHAM ROAD KANSAS CITY MO 64108 440605373 501(C) 10000 CAPITAL CAMPAIGN CHILDREN'S MERCY HOSPITALS & CLINIC 2401 GILLHAM ROAD KANSAS CITY MO 64108 440605373 501(C) 50000 SUPPORT LIVER CARE C COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501(C) 6000 UTILITY ASSIST. PROG COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501(C) 7368 UTILITY ASSIST. PROG COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501(C) 5293 CAPITAL CAMPAIGN COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501(C) 10037 CAPITAL CAMPAIGN COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501(C) 50000 GENERAL SUPPORT COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501(C) 42000 EMER ASSIST FUND DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501(C) 10000 CAPITAL CAMPAIGN DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501(C) 21566 CAPITAL CAMPAIGN DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501(C) 64000 SWINNEY CAPITAL CAMP DRUMM FARM CENTER FOR CHILDREN INC 3210 LEES SUMMIT RD INDEPENDENCE MO 64055 440569643 501(C) 30379 CAPITAL CAMPAIGN FIRST BAPTIST CHURCH OF OAK GROVE 400 SE 14TH STREET OAK GROVE MO 64075 440601679 501(C) 20000 YOUTH BUILDING FUND FIRST BIBLE BAPTIST CHURCH 1441 SE ADAMS DAIRY PARKWAY BLUE SPRINGS MO 640143457 431779555 6000 SUPPORT ZAMBIA MISSI FRIENDS OF SUGAR CREEK 606 N STERLING SUGAR CREEK MO 64054 431714283 501(C) 6000 GENERAL SUPPORT FRIENDS OF SUGAR CREEK 606 N STERLING SUGAR CREEK MO 64054 431714283 501(C) 6000 INSURANCE MUSEUM BLD GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501(C) 20000 GENERAL SUPPORT GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501(C) 8000 GENERAL SUPPORT GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501(C) 15000 GENERAL SUPPORT GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501(C) 15000 GENERAL SUPPORT GRAIN VALLEY R-5 SCHOOL DISTRICT P O BOX 304 GRAIN VALLEY MO 640290719 446004947 501(C) 12965 IPAD PURCHASE, SHARE GRAIN VALLEY R-5 SCHOOL DISTRICT P O BOX 304 GRAIN VALLEY MO 640290719 446004947 501(C) 9810 SCHOLARSHIPS 2012 GV HARRY S TRUMAN LIBRARY INSTITUTE 500 WEST US 24 HWY INDEPENDENCE MO 64050 436042632 501(C) 13000 TRACING THE TRUMANS HILLCREST TRANSITIONAL HOUSING - EJ 401 NORTH SPRING INDEPENDENCE MO 64051 431836391 501(C) 25000 GENERAL SUPPORT HILLCREST TRANSITIONAL HOUSING - EJ 401 NORTH SPRING INDEPENDENCE MO 64051 431836391 501(C) 10000 GENERAL SUPPORT HILLCREST TRANSITIONAL HOUSING - EJ 401 NORTH SPRING INDEPENDENCE MO 64051 431836391 501(C) 50000 GENERAL SUPPORT HOPE HAVEN OF CASS COUNTY PO BOX 754 HARRISONVILLE MO 64701 431596092 501(C) 10000 GENERAL SUPPORT HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 431265685 501(C) 40645 GENERAL SUPPORT HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 431265685 501(C) 10000 GUARDIAN PROGRAM INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 289694 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 78823 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 110965 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 26766 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 9512 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 6092 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 19322 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 16991 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 10361 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 195045 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 7148 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 6060 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 12371 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 8673 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 9264 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 10003 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 14937 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 14860 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 7678 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 7204 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 6937 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 6125 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 8487 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 11748 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 16784 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 14479 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 7540 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 8695 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 33989 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 17447 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 20986 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 5059 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 12015 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 9464 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 23471 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 11917 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 20817 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 20272 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 27427 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 6806 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 139667 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 13707 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 6740 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 10701 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT 201 N FOREST AVENUE INDEPENDENCE MO 64050 431363739 501(C) 7375 TRANSFER ASSETS TO F INDEPENDENCE SCHOOL DISTRICT FOUNDA 201 N FOREST AVENUE INDEPENDENCE MO 64050 431831303 501(C) 10913 EDUCATION INDEPENDENCE SCHOOL DISTRICT FOUNDA 201 N FOREST AVENUE INDEPENDENCE MO 64050 431831303 501(C) 52494 EDUCATION INDEPENDENCE SCHOOL DISTRICT FOUNDA 201 N FOREST AVENUE INDEPENDENCE MO 64050 431831303 501(C) 24572 EDUCATION INDEPENDENCE SCHOOL DISTRICT FOUNDA 201 N FOREST AVENUE INDEPENDENCE MO 64050 431831303 501(C) 16577 EDUCATION INDEPENDENCE SCHOOL DISTRICT FOUNDA 201 N FOREST AVENUE INDEPENDENCE MO 64050 431831303 501(C) 12823 EDUCATION INDEPENDENCE SCHOOL DISTRICT FOUNDA 201 N FOREST AVENUE INDEPENDENCE MO 64050 431831303 501(C) 7172 EDUCATION INDEPENDENCE SCHOOL DISTRICT FOUNDA 201 N FOREST AVENUE INDEPENDENCE MO 64050 431831303 501(C) 21044 EDUCATION INDEPENDENCE SCHOOL DISTRICT FOUNDA 201 N FOREST AVENUE INDEPENDENCE MO 64050 431831303 501(C) 13943 EDUCATION INDEPENDENCE SCHOOL DISTRICT FOUNDA 201 N FOREST AVENUE INDEPENDENCE MO 64050 431831303 501(C) 8900 2011 & 12 SCHOLARSHI INDEPENDENCE SCHOOL DISTRICT FOUNDA 201 N FOREST AVENUE INDEPENDENCE MO 64050 431831303 501(C) 10500 2011 & 12 SCHOLARSHI INTERNATIONAL AFRICAN MISSIONS MINI 990 MANITOU ROAD HILTON NY 14468 200773582 501(C) 15240 8 PORTABLE DENTAL UN INTERNATIONAL CENTER FOR LEADERSHIP 1587 ROUTE 146 REXFORD NY 12148 141766373 49500 TEAM LICENSES FOR NE JACKSON COUNTY FREE HEALTH CLINIC 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501(C) 20000 GENERAL SUPPORT JACKSON COUNTY FREE HEALTH CLINIC 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501(C) 20000 GENERAL SUPPORT JACKSON COUNTY FREE HEALTH CLINIC 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501(C) 20000 GENERAL SUPPORT JACKSON COUNTY FREE HEALTH CLINIC 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501(C) 20000 GENERAL SUPPORT JACKSON COUNTY FREE HEALTH CLINIC 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501(C) 20000 GENERAL SUPPORT JACKSON COUNTY FREE HEALTH CLINIC 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501(C) 20000 GENERAL SUPPORT JACKSON COUNTY FREE HEALTH CLINIC 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501(C) 20000 GENERAL SUPPORT JACKSON COUNTY FREE HEALTH CLINIC 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501(C) 20000 GENERAL SUPPORT JACKSON COUNTY FREE HEALTH CLINIC 17611 E US 24 HIWAY SUITE 103 INDEPENDENCE MO 64056 450539496 501(C) 20000 GENERAL SUPPORT JACKSON COUNTY HEALTH DEPARTMENT 313 S LIBERTY INDEPENDENCE MO 64050 440661018 501(C) 15150 MEDICAL DIRECTOR JACKSON COUNTY HEALTH DEPARTMENT 313 S LIBERTY INDEPENDENCE MO 64050 440661018 501(C) 15150 MEDICAL DIRECTOR JACKSON COUNTY HEALTH DEPARTMENT 313 S LIBERTY INDEPENDENCE MO 64050 440661018 501(C) 7575 MEDICAL DIRECTOR JACKSON COUNTY HEALTH DEPARTMENT 313 S LIBERTY INDEPENDENCE MO 64050 440661018 501(C) 15150 MEDICAL DIRECTOR JACKSON COUNTY HEALTH DEPARTMENT 313 S LIBERTY INDEPENDENCE MO 64050 440661018 501(C) 15150 MEDICAL DIRECTOR JACKSON COUNTY HISTORICAL SOCIETY P O BOX 4241 INDEPENDENCE MO 64051 440651562 501(C) 19300 SUPPORT OF 1859 JAIL JOBONE 1085 S YUMA INDEPENDENCE MO 64056 430922133 501(C) 43000 GENERAL SUPPORT JOBONE 1085 S YUMA INDEPENDENCE MO 64056 430922133 501(C) 6000 BUSINESS EXPANSION P JUNIOR SERVICE LEAGUE OF INDEPENDEN 3122 SOUTH CRYSLER INDEPENDENCE MO 64055 436050228 501(C) 12584 CAPITAL IMPROVEMENTS KANSAS CITY HOSPICE 9221 WARD PARKWAY SUITE 100 KANSAS CITY MO 64114 431209344 501(C) 200000 GRANT TO COVER PAYRO LEE'S SUMMIT SOCIAL SERVICES 108 S E 4TH STREET LEES SUMMIT MO 64063 431604974 501(C) 14560 PURCHASE OF VAN. LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7247-0439 PHILADELPHIA PA 191700439 350472300 6500 INSURANCE PREMIUM LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7247-0439 PHILADELPHIA PA 191700439 350472300 501(C) 30400 INSURANCE PREMIUM LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7247-0439 PHILADELPHIA PA 191700439 350472300 501(C) 15000 INSURANCE PREMIUM LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7247-0439 PHILADELPHIA PA 191700439 350472300 501(C) 7500 INSURANCE PREMIUM MENTAL HEALTH ASSOCIATION OF THE HE 739 MINNESOTA AVENUE KANSAS CITY KS 66101 481185409 501(C) 5383 GENERAL SUPPORT MENTAL HEALTH ASSOCIATION OF THE HE 739 MINNESOTA AVENUE KANSAS CITY KS 66101 481185409 501(C) 5383 WASA PROGRAM EMPLOYE MENTAL HEALTH ASSOCIATION OF THE HE 739 MINNESOTA AVENUE KANSAS CITY KS 66101 481185409 501(C) 5419 GENERAL SUPPORT MISSOURI 4-H FOUNDATION 1110 S COLLEGE AVENUE COLUMBIA MO 65211 436044367 501(C) 7000 1,000 AWARDS IN FAL RAYTOWN EDUCATIONAL FOUNDATION 10750 E 350 HIGHWAY RAYTOWN MO 64138 431667551 501(C) 35000 INCENTIVE PROG RAYTO SPECIAL NEIGHBORS INC 3675 S NOLAND ROAD SUITE 110 INDEPENDENCE MO 64055 431154462 501(C) 40000 GENERAL SUPPORT SPECIAL NEIGHBORS INC 3675 S NOLAND ROAD SUITE 110 INDEPENDENCE MO 64055 431154462 501(C) 80000 GENERAL SUPPORT SPECIAL NEIGHBORS INC 3675 S NOLAND ROAD SUITE 110 INDEPENDENCE MO 64055 431154462 501(C) 60000 GENERAL SUPPORT SPECIAL NEIGHBORS INC 3675 S NOLAND ROAD SUITE 110 INDEPENDENCE MO 64055 431154462 501(C) 50000 GENERAL SUPPORT URICH COMMUNITY HISTORICAL SOCIETY 4601 COLLEGE BLVD STE 200 LEAWOOD KS 66211 431268204 5008 TRANSFER ASSETS CREATIVE SMARTS INC 18 HILLIARD STREET CAMBRIDGE MA 02138 273456805 6200 9/27/12 SVCS FOR WOR HOLIDAY INN KANSAS CITY 9103 E 39TH ST KANSAS CITY MO 64133 275427680 5712 BANQUET CHGS 2/27/12 LINCOLN FINANCIAL INSURANCE P O BOX 7247-0439 PHILADELPHIA PA 191700439 350472300 7750 INSURANCE PREMIUM LINCOLN NATIONAL INSURANCE COMPANY P O BOX 7247-0439 PHILADELPHIA PA 191700439 350472300 10843 INSURANCE PREMIUM LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 50800 INSURANCE PREMIUM LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 100000 INSURANCE PREMIUM LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHI PA 191707719 350472300 11000 INSURANCE PREMIUM LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 30400 INSURANCE PREMIUM LINCOLN NATIONAL LIFE INSURANCE CO P O BOX 7719 PHILADELPHIA PA 191707719 350472300 6000 INSURANCE PREMIUM MARZANO RESEARCH LABORATORY 555 N MORTON STREET BLOOMINGTON IN 47404 262730032 27733 EDUCATOR TRAINING MARZANO RESEARCH LABORATORY 555 N MORTON STREET BLOOMINGTON IN 47404 262730032 14300 EDUCATOR TRAINING MARZANO RESEARCH LABORATORY LLC 555 N MORTON STREET BLOOMINGTON IN 47404 262730032 19067 EDUCATOR TRAINING TOVANI GROUP 7033 S ONEIDA CIRCLE CENTENNIAL CO 80112 200121957 7200 LITERACY WORKSHOPS ALL UNDER 5000 4200 LITTLE BLUE PARKWAY SUITE 340 INDEPENDENCE MO 64057 431482136 501C3 250570 VARIOUS SCHOLARSHIPS 173 189441 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES 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. LITTLE BLUE HOLDINGS LLC DIRECTORS 44720 SPACE DONATED TO FDN false LITTLE BLUE HOLDINGS LLC DIRECTORS 21735 COMMON AREA MAINT false @ MARKET RATE false BLUE RIDGE WEALTH MANAGEMENT DIRECTORS 8965 INV FEES PD BY FDTN false @ BELOW MARKET RATE false X 13 224997 false true true THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS SCHEDULE M, PAGE 1, PART I, LINE 32B PUBLICLY TRADED SECURITIES ARE SOLD BY INVESTMENT BROKERS AS REQUIRED BY LAW. EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS 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. FIRST ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A 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. RELATED PARTY INFORMATION AMONG OFFICERS FORM 990, PAGE 6, PART VI, LINE 2 BLUE 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 990 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. ENFORCEMENT OF CONFLICTS POLICY 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 COMPENSATION PROCESS FOR TOP OFFICIAL 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. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B SEE POLICY IN PART 15A GOVERNING DOCUMENTS DISCLOSURE EXPLANATION 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 RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 CHANGE 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 EXPLANATION FORM 990, PART XI, LINE 9 RECLASSIFICATION OF AGENCY FUNDS 89,056 THCF REAL ESTATE LLC 300 N OSAGE INDEPENDENCE MO 64050 431482136 REAL EST MO TRUMAN HEA RTLAND COMMUNITY FOUNDATION