2011-11-14T20:03:15-06:00 2010-12-31 BEVERLY POWELL CPA LLC 115 E WALNUT STREET INDEPENDENCE MO 64050 990 2010-01-01 431482136 TRUMAN HEARTLAND COMMUNITY FOUNDATION TRUM 8168368189 4200 LITTLE BLUE PARKWAY ROOM/SUITE 340 INDEPENDENCE MO 64057 PHILLIP J HANSON 8168368189 2011-11-14 true BEVERLY POWELL 8168330078 2011-11-14 X 2010 2016-02-24 21:20:13Z PHILLIP J HANSON 4200 LITTLE BLUE PARKWAY SUITE 340 INDEPENDENCE MO 64057 4060412 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. 24 24 8 0 2626005 2997123 0 -1705 333061 331754 369313 2956054 3699497 3063491 2757035 0 345583 370446 0 85764 426262 476757 3835336 3604238 -879282 95259 25969326 28412895 10807701 11719721 15161625 16693174 X THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. false false 3249149 2757035 CONTRIBUTIONS ARE MADE TO PROVIDE BENEFITS TO THE RESIDENTS OF EASTERN JACKSON COUNTY, MISSOURI. GRANTS AND SCHOLARSHIPS OVERVIEW 2010 WAS A YEAR FILLED WITH CHANGE, GROWTH AND VISION. AT THE BEGINNING OF THE YEAR, THE TRUMAN HEARTLAND COMMUNITY FOUNDATION (THE FOUNDATION) WELCOMED NEW PRESIDENT AND CEO PHIL HANSON AND OFFICE MANAGER CHERYL KLOTZ. PHIL LED THE BOARD OF DIRECTORS IN THE CREATING A NEW FIVE YEAR STRATEGIC PLAN THAT FOCUSED ON IMPROVING SERVICES TO DONORS AND POSITIONING THE FOUNDATION TO RECEIVE FUTURE GIFTS FOR THE BENEFIT OF EASTERN JACKSON COUNTY, MISSOURI. GOALS ESTABLISHED FOR 2010 WERE ACCOMPLISHED. A NUMBER OF FIRSTS FOR THE FOUNDATION WERE CELEBRATED: THE HEARTLAND LEGACY SOCIETY WAS ESTABLISHED TO RECOGNIZE DONORS WHO NAMED THE FOUNDATION IN THEIR ESTATE PLANS AND THE FRIENDS OF THE FOUNDATION PROGRAM CELEBRATED A SUCCESSFUL FIRST YEAR. TOAST TO OUR TOWNS - GALA THE FIRST INAUGURAL PRESENTATION OF THE DR. PAUL M. THOMSON PROFESSIONAL ADVISOR AWARD WAS PRESENTED TO BUNK FARRINGTON IN SEPTEMBER AND WAS A HIGHLIGHT OF THE TOAST TO OUR TOWNS GALA. HOSTED IN EASTERN JACKSON COUNTY AT THE NEW INDEPENDENCE EVENTS CENTER THE EVENT MARKED THE FIRST BLACK-TIE HELD THERE WITH AN ENTHUSIASTIC CROWD OF 650 GUESTS. CENTERPOINT MEDICAL CENTER, RECEIVED THE CORPORATE CITIZEN OF THE YEAR AWARD FOR THEIR PHILANTHROPIC EFFORTS THROUGHOUT THE REGION. WE ALSO RECOGNIZED NANCY AND JOHN KIMAK AS HUMANITARIANS OF THE YEAR. GRANTS AND SCHOLARSHIPS IN 2010, MORE THAN 3 MILLION DOLLARS WERE DISTRIBUTED TO CHARITABLE ORGANIZATIONS IN THE AREAS OF ARTS & HUMANITIES, COMMUNITY DEVELOPMENT, EDUCATION, FAITH-BASED PROGRAMS, AND HEALTH & WELFARE. OF THIS AMOUNT, NEARLY HALF WAS EARMARKED FOR HEALTH AND WELFARE. DURING NATIONAL PHILANTHROPY WEEK, THE GRANTS COMMITTEE AWARDED 131,150 TO 42 NONPROFITS IN SUPPORT OF PROGRAMS IN THE EASTERN JACKSON COUNTY. TRUMAN HEARTLAND COMMUNITY FOUNDATION PARTNERS WITH NONPROFITS THAT SHARE OUR VISION AND PASSION FOR IMPROVING HEARTLAND COMMUNITIES. WE CONSIDER OUR GRANTS TO BE COMMUNITY INVESTMENTS AND LOOK FOR A RETURN ON THE INVESTMENTS WE MAKE. WE ALWAYS LOOK FOR WAYS TO ADVANCE PROMISING PROGRAMS, SUPPORT COLLABORATIONS, AND LEVERAGE ADDITIONAL FUNDING AND RESOURCES TO MAKE GRANTS OF IMPACT ACROSS THE REGION. SCHOLARSHIP FUNDS ARE AN IMPORTANT PART OF OUR COMMUNITY FOUNDATION FAMILY. SOME SCHOLARSHIPS HAVE BEEN ESTABLISHED TO HONOR THE MEMORY OF A LOVED ONE WHILE OTHERS HAVE BEEN CREATED TO SUPPORT A PARTICULAR CHARITABLE INTEREST. BOTH PROVIDE MEANINGFUL SUPPORT TO STUDENTS THROUGHOUT THE REGION. IN OUR 28TH YEAR, MORE THAN 150 DONORS HAVE ESTABLISHED SCHOLARSHIP FUNDS AT THCF TO SUPPORT STUDENTS PURSUING A VARIETY OF EDUCATIONAL DISCIPLINES. BY YEAR END, NEARLY 140,000 WAS AWARDED IN SCHOLARSHIPS TO AREA STUDENTS. YOUTH ADVISORY COUNCIL THE YOUTH ADVISORY COUNCIL (YAC) WAS FORMED IN 1998 AS A PROGRAM OF THCF TO INVOLVE YOUNG LEADERS IN CHANGING THE FUTURE THROUGH THE POWER OF PHILANTHROPY. YAC HAS GROWN TO A COUNCIL OF 90 STUDENT LEADERS COMMITTED TO IMPROVING THE LIVES OF CHILDREN AND YOUNG PEOPLE ACROSS THE KC COMMUNITY. YAC IS REPRESENTED BY THE FOLLOWING AREA HIGH SCHOOLS AND WELCOMES PARTICIPATION FROM OTHER METRO SCHOOL DISTRICTS: BLUE SPRINGS, BLUE SPRINGS SOUTH, FORT OSAGE, GRAIN VALLEY, LEE'S SUMMIT, LEE'S SUMMIT NORTH, LEE'S SUMMIT WEST, RAYTOWN, RAYTOWN SOUTH, ST. MARY'S , TRUMAN, VAN HORN AND WILLIAM CHRISMAN. THROUGH PARTICIPATION IN THE FOUNDATION'S COMMUNITY GRANTS PROGRAM, EACH YEAR STUDENT LEADERS OFFER A TREMENDOUS VOICE FOR AREA YOUTH; MEMBERS REVIEW ALL PROPOSALS SERVING KC'S YOUTH AND TEEN POPULATION AND THEN MAKE FUNDING RECOMMENDATIONS TO ADULT BOARD LEADERS. STUDENTS EVALUATE PROGRAMS RANGING FROM DOMESTIC VIOLENCE AND TEEN HOMELESSNESS TO COMMUNITY ARTS PROGRAMMING AND EDUCATION. DECISIONS ARE TOUGH BUT REWARDS ARE GREAT AS STUDENTS CHANGE THE FUTURE FOR THEIR PEERS. 3249149 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 true false false false false false false false false true false false false true false false false false false true 24 0 8 true false false false false true true true true false false false false false false false X 24 24 false false false false false false false true true true true true true true true true true true true true false MO X TRUMAN HEARTLAND COMMUNITY FOUND 8168368189 4200 LITTLE BLUE PARKWAY STE 340 INDEPENDENCE MO 64057 ALLEN LEFKO X 0 0 0 BRAD CONSTANCE X 0 0 0 BRENDA WEST X 0 0 0 CHUCK FOUDREE X 0 0 0 DOUG HAMMER X 0 0 0 DR FREDERICK HAHN X 0 0 0 DR STEVEN SILVERSTEIN X 0 0 0 FRED SIEMS X 0 0 0 JIM PRYDE X X 0 0 0 JOY HOBICK X 0 0 0 JUDY NESS X 0 0 0 MARTHA COCKERELL X X 0 0 0 NANCY KIMAK X X 0 0 0 RANDALL FERGUSON X 0 0 0 REV SHERRI E WOOD-POWE X 0 0 0 RICHARD KREHER X 0 0 0 ROBERTA COKER X 0 0 0 RON BRUCH X 0 0 0 STEVE GILDEHAUS X 0 0 0 VICKI DIGBY X X 0 0 0 WILLIAM ESRY X 0 0 0 ROBERT HEPTING X 0 0 0 JAN MCGRAW X 0 0 0 DR JOSEPH SEABROOKS X 0 0 0 PHILLIP HANSON 40.00 X 111730 0 480 BEVERLY POWELL 40.00 X 69400 0 0 PAUL THOMSON 0.00 X 7000 0 0 188130 480 1 true false false 178325 2818798 312306 2997123 622924 622924 289863 -289863 -289863 -289863 76890 178325 71052 5838 5838 ADMINISTRATION INCOME 350468 350468 MISCELLANEOUS INCOME 13007 13007 363475 3699497 702374 2600151 2600151 156884 156884 181130 11698 134338 35094 7000 700 4200 2100 140642 78666 37518 24458 17206 8080 4759 4367 24468 6777 13103 4588 90 90 6950 6950 46175 46175 24828 7687 12414 4727 4549 3412 1137 17866 17866 4183 4183 ADMINISTRATIVE FEES 304065 304065 MARKETING/RECRUITING EXPE 24905 10581 9712 4612 TELEPHONE EXPENSE 10103 4744 4984 375 EQUIPMENT RENTAL/MAINTENA 6195 3097 1549 1549 DUES & MEMBERSHIPS 5846 5846 21002 9844 8401 2757 3604238 3249149 269325 85764 X 452883 517365 4657033 4730675 379624 351051 6000 938 374773 37546 341411 337227 20132375 22475639 25969326 28412895 7615 13829 10800086 11705892 10807701 11719721 X 11827461 13282915 3334164 3410259 15161625 16693174 25969326 28412895 95259 1436290 X X false true true X false X 2591609 1279560 1931954 2626005 2997123 11426251 2591609 1279560 1931954 2626005 2997123 11426251 2998926 8427325 456665 869601 405771 604924 622924 2959885 3420 430 1567 160 440365 445942 14832078 0.56820 0.62980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 110 556 582714 2723730 407273 2757035 3368298 16693174 true true false false false false false 6988365 617582 1032303 380783 128119 96351 8032997 5413435 875130 1302639 399990 128091 74758 6988365 7907067 339171 -2258976 391854 96248 85724 5413435 0.51320 0.48680 false false false 300000 300000 74773 37546 37227 337227 AGENCY FUNDS 9609530 LIAB UNDER SPLIT-INT AGREEMENTS 2096362 11705892 3699497 3604238 95259 2219841 -783551 1436290 1531549 3922425 2219841 34017 -2030930 222928 3699497 3699497 2390876 34017 -1247379 -1213362 3604238 3604238 RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -34,007 GAIN ON BENEFICIAL INTEREST IN CHAR REM TRUSTS 104,668 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 71,052 INVESTMENT MANAGEMENT FEES NETTED AGAINST DIVIDENDS -46,175 INCOME RELATED TO AGENCY FUNDS -2,126,468 FUNDRAISING EXPENSES OFFSET AGAINST INCOME -71,052 INVESTMENT MANAGEMENT FEES NETTED AGAINST DIVIDENDS 46,175 EXPENSES RELATED TO AGENCY FUNDS 1,418,627 RECLASSIFY FUNDS FOR NEW 501C3 AS AGENCY FUNDS -146,371 REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -34,007 GAIN ON BENEFICIAL INTEREST IN CHAR REM TRUSTS 104,668 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 71,052 INVESTMENT MANAGEMENT FEES NETTED AGAINST DIVIDENDS -46,175 INCOME RELATED TO AGENCY FUNDS -2,126,468 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D FUNDRAISING EXPENSES OFFSET AGAINST INCOME 71,052 INVESTMENT MANAGEMENT FEES NETTED AGAINST DIVIDENDS -46,175 EXPENSES RELATED TO AGENCY FUNDS -1,418,627 RECLASSIFY FUNDS FOR NEW 501C3 AS AGENCY FUNDS 146,371 MO GALA - THCF 142755 108555 34200 11616 26454 600 8521 SCOPES FOR HOPE 112460 69770 42690 3030 15855 4976 255215 178325 76890 14646 42309 600 13497 71052 5838 true ALL GRANTS UNDER 5000 300 N OSAGE INDEPENDENCE MO 64050 1038494 BLUE RIVER COMMUNITY COLLEGE 20301 E 78 HIGHWAY INDEPENDENCE MO 64057 501 25000 ACADEMIC RESOURCE CE BLUE SPRINGS CHRISTIAN CHURCH 7920 SOUTH 7 HIGHWAY BLUE SPRINGS MO 64014 510158895 501 10000 CHURCH BUILDING FUND BLUE SPRINGS SCHOOL DISTRICT 1801 NW VESPER BLUE SPRINGS MO 64015 501 25000 PROVIDE FUNDING FOR BLUE SPRINGS SCHOOL DISTRICT 1801 NW VESPER BLUE SPRINGS MO 64015 501 8142 DISTRIBUTION FROM TH BLUE SPRINGS SCHOOL OF ECONOMICS P O BOX 433 BLUE SPRINGS MO 64013 431581206 501 15000 GRANT FROM BS SCHOOL CHILD ABUSE PREVENTION ASSOCIATION 503 E 23RD STREET INDEPENDENCE MO 64055 431067711 501 23000 GRANT TO SUPPORT OPE CHILD ABUSE PREVENTION ASSOCIATION 503 E 23RD STREET INDEPENDENCE MO 64055 431067711 501 24000 COVER OPERATING SUPP CHILD ABUSE PREVENTION ASSOCIATION 503 E 23RD STREET INDEPENDENCE MO 64055 431067711 501 20000 TRANSFERRING MONIES CHILD ABUSE PREVENTION ASSOCIATION 503 E 23RD STREET INDEPENDENCE MO 64055 431067711 501 15000 GENERAL ENDOWMENT FO CHILD ABUSE PREVENTION ASSOCIATION 503 E 23RD STREET INDEPENDENCE MO 64055 431067711 501 12000 GRANT FROM GEN'L END CHILD ABUSE PREVENTION ASSOCIATION 503 E 23RD STREET INDEPENDENCE MO 64055 431067711 501 20000 GRANT TO COVER EMER CHILD ABUSE PREVENTION ASSOCIATION 503 E 23RD STREET INDEPENDENCE MO 64055 431067711 501 7000 GRANT FROM CAPA ENDO CITY OF BLUE SPRINGS 903 W MAIN ST BLUE SPRINGS MO 64015 501 8375 REIMBURSE CITY FOR L CITY OF BLUE SPRINGS 903 W MAIN ST BLUE SPRINGS MO 64015 501 33701 EXPENSE REIMBURSEMEN CITY OF BLUE SPRINGS 903 W MAIN ST BLUE SPRINGS MO 64015 501 8265 REIMBURSEMENT FOR PR COMMUNITY OF THE GOOD SHEPHERD 10101 JAMES A REED ROAD KANSAS CITY MO 64134 430903057 501 50000 OPERATING PAYROLL COMMUNITY OF THE GOOD SHEPHERD 10101 JAMES A REED ROAD KANSAS CITY MO 64134 430903057 501 20000 OPERATING EXPENSES COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501 6000 I SHARE UTILITY ASSI COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501 6000 I-SHARE UTILITIES AS COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501 6000 I-SHARE UTILITY ASSI COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501 6000 I-SHARE UTILITIES AS COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501 6000 I-SHARE UTILITIES AS COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501 6000 I-SHARE UTILITIES AS COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501 6000 I-SHARE UTILITIES AS COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501 6000 I-SHARE UTILITIES AS COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501 6000 I-SHARE UTILITIES AS COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501 6000 I-SHARE UTILITY ASSI COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501 6000 I-SHARE UTILITIES AS COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND RD INDEPENDENCE MO 64050 430976396 501 6000 I-SHARE UTILITIES AS FIRST PRESB CHURCH OF LEE'S SUMMIT 1625 NW OBRIEN RD LEES SUMMIT MO 64081 501 35000 GRANT FOR WORKING CA FIRST PRESB CHURCH OF LEE'S SUMMIT 1625 NW OBRIEN RD LEES SUMMIT MO 64081 501 25000 GRANT FROM 1ST PRESB FIRST PRESB CHURCH OF LEE'S SUMMIT 1625 NW OBRIEN RD LEES SUMMIT MO 64081 501 25000 GRANT FOR OPERATING FRIENDS OF SUGAR CREEK 606 N STERLING SUGAR CREEK MO 64054 431714283 501 16070 GRANT TO PAY OPERATI GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501 11000 GRANT TO COVER PAYRO GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501 11000 COVERING PAYROLL, RE GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501 8000 PAYROLL & RENT EXPEN GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501 16000 WIRE TRANSFER: COVE GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501 25000 GRANT FOR EMERGENCY GIFT OF LIFE 6405 METCALF AVE SUITE 109 OVERLAND PARK KS 66202 481198979 501 11000 OPERATING EXPENSES: GRAIN VALLEY R-5 SCHOOL DISTRICT P O BOX 304 GRAIN VALLEY MO 64029 501 14065 REIMBURSE 1/2 CK PAY GRAIN VALLEY R-5 SCHOOL DISTRICT P O BOX 304 GRAIN VALLEY MO 64029 501 7150 TEACHER CLASSROOM GR HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 237059633 501 36728 2010 - 5% DISTRIBUTI HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 237059633 501 166889 GRANT FOR CAPITAL CA HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 237059633 501 8250 GRANT: TAX CREDIT I HOPE HOUSE INC P O BOX 577 LEES SUMMIT MO 64063 237059633 501 6000 GRANT FOR OPERATING IBS INDUSTRIES INC 1085 S YUMA INDEPENDENCE MO 64056 430922133 501 15000 GRANT FOR OPERATIONA INDEPENDENCE LEGACY FOUNDATION 210 W TRUMAN ROAD INDEPENDENCE MO 64050 820544326 501 25000 GRANT: EXPENSES RELA INTERNATIONAL AFRICAN MISSIONS 990 MANITOU ROAD HILTON NY 14468 200773582 501 31948 GRANT FROM INTERNATL INTERNATIONAL AFRICAN MISSIONS 990 MANITOU ROAD HILTON NY 14468 200773582 501 5600 FOOD & LODGING FOR M JACKSON COUNTY - HEALTH DEPARTMENT 313 S LIBERTY INDEPENDENCE MO 64050 501 15150 MEDICAL DIRECTOR COM JACKSON COUNTY - HEALTH DEPARTMENT 313 S LIBERTY INDEPENDENCE MO 64050 501 15150 1ST QTR JC FREE CLIN JACKSON COUNTY HISTORICAL SOCIETY 112 W LEXINGTON STE 103 INDEPENDENCE MO 64051 440651562 501 20500 OPERATING SUPPORT OF KANSAS CITY FIRE BRIGADE INC 30 WEST PERSHING SUITE 750 KANSAS CITY MO 64108 431502787 501 20000 OPERATING SUPPORT KANSAS CITY FIRE BRIGADE INC 30 WEST PERSHING SUITE 750 KANSAS CITY MO 64108 431502787 501 10000 OPERATING SUPPORT LEE'S SUMMIT ECONOMIC DEVELOPMENT 218 SE MAIN STREET LEES SUMMIT MO 64063 273907101 501 10000 GRANT TO REIMBURSE MESSIAH LUTHERAN CHURCHSCHOOL 613 S MAIN INDEPENDENCE MO 64050 440605370 501 14492 GRANT FROM SCHOOL OP MESSIAH LUTHERAN CHURCHSCHOOL 613 S MAIN INDEPENDENCE MO 64050 440605370 501 9000 REIMBURSE TUITION FO MESSIAH LUTHERAN CHURCHSCHOOL 613 S MAIN INDEPENDENCE MO 64050 440605370 501 20000 GRANT FROM OPERATING MISSOURI 4-H FOUNDATION 819 CLARK HALL COLUMBIA MO 65211 436044367 501 7000 2009 SCHOLARSHIPS NATIVITY OF MARY CHURCH 613 S MAIN INDEPENDENCE MO 64050 501 60000 REIMBURSEMENT TO NAT POWERHOUSE THEATRE FOUNDATION 201 N DODGION INDEPENDENCE MO 64051 501 13381 ROOF REPAIRS & SOUND PRESERVATION OF AFFORDABLE HOUSING 40 COURT STREET SUITE 650 BOSTON MA 02108 311616634 501 19796 FINAL DISTRIBTUION O RAYTOWN EDUCATIONAL FOUNDATION 10500 EAST 60TH TERRACE KANSAS CITY MO 64133 431667551 501 10000 SCHOLARSHIP ASSISTAN RAYTOWN EMERGENCY ASSISTANCE PROGRA 9300 E 75TH STREET RAYTOWN MO 64138 431294275 501 10000 GRANT TO CAPITAL FUN RAYTOWN HISTORICAL SOCIETY PO BOX 16652 RAYTOWN MO 64133 431249221 501 50000 GRANT FROM RAYTOWN H SIMPLY EQUINE ASSISTED THERAPY 11406 MEERS ROAD KANSAS CITY MO 64134 432028558 501 6000 GRANT FROM HOLZBAUR UNIV OF ILLINOIS AT URBANA 620 E JOHN STREET 303 CHAMPAIGN IL 61820 501 200757 CREATE SCHOLARSHIP SCHOLARSHIPS 167 156884 X X X false false false false false false false false false PAUL THOMSON 7000 7000 OTHER ADDITIONAL INFORMATION SCHEDULE J, PART III FORMER PRESIDENT/CEO RETIRED SEPTEMBER 30, 2009. HE RECEIVED PAYMENT OF HIS ACCRUED/UNUSED VACATION IN JANUARY 2010 AS AGREED UPON BETWEEN CEO AND FOUNDATION. X 11 312206 X 1 100 false false false FIRST ACHIEVEMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A A NUMBER OF FIRSTS FOR THE FOUNDATION WERE CELEBRATED: THE HEARTLAND LEGACY SOCIETY WAS ESTABLISHED TO RECOGNIZE DONORS WHO NAMED THE FOUNDATION IN THEIR ESTATE PLANS AND THE FRIENDS OF THE FOUNDATION PROGRAM CELEBRATED A SUCCESSFUL FIRST YEAR. TOAST TO OUR TOWNS - GALA THE FIRST INAUGURAL PRESENTATION OF THE DR. PAUL M. THOMSON PROFESSIONAL ADVISOR AWARD WAS PRESENTED TO BUNK FARRINGTON IN SEPTEMBER AND WAS A HIGHLIGHT OF THE TOAST TO OUR TOWNS GALA. HOSTED IN EASTERN JACKSON COUNTY AT THE NEW INDEPENDENCE EVENTS CENTER THE EVENT MARKED THE FIRST BLACK-TIE HELD THERE WITH AN ENTHUSIASTIC CROWD OF 650 GUESTS. CENTERPOINT MEDICAL CENTER, RECEIVED THE CORPORATE CITIZEN OF THE YEAR AWARD FOR THEIR PHILANTHROPIC EFFORTS THROUGHOUT THE REGION. WE ALSO RECOGNIZED NANCY AND JOHN KIMAK AS HUMANITARIANS OF THE YEAR. GRANTS AND SCHOLARSHIPS IN 2010, MORE THAN 3 MILLION DOLLARS WERE DISTRIBUTED TO CHARITABLE ORGANIZATIONS IN THE AREAS OF ARTS & HUMANITIES, COMMUNITY DEVELOPMENT, EDUCATION, FAITH-BASED PROGRAMS, AND HEALTH & WELFARE. OF THIS AMOUNT, NEARLY HALF WAS EARMARKED FOR HEALTH AND WELFARE. DURING NATIONAL PHILANTHROPY WEEK, THE GRANTS COMMITTEE AWARDED 131,150 TO 42 NONPROFITS IN SUPPORT OF PROGRAMS IN THE EASTERN JACKSON COUNTY. TRUMAN HEARTLAND COMMUNITY FOUNDATION PARTNERS WITH NONPROFITS THAT SHARE OUR VISION AND PASSION FOR IMPROVING HEARTLAND COMMUNITIES. WE CONSIDER OUR GRANTS TO BE COMMUNITY INVESTMENTS AND LOOK FOR A RETURN ON THE INVESTMENTS WE MAKE. WE ALWAYS LOOK FOR WAYS TO ADVANCE PROMISING PROGRAMS, SUPPORT COLLABORATIONS, AND LEVERAGE ADDITIONAL FUNDING AND RESOURCES TO MAKE GRANTS OF IMPACT ACROSS THE REGION. SCHOLARSHIP FUNDS ARE AN IMPORTANT PART OF OUR COMMUNITY FOUNDATION FAMILY. SOME SCHOLARSHIPS HAVE BEEN ESTABLISHED TO HONOR THE MEMORY OF A LOVED ONE WHILE OTHERS HAVE BEEN CREATED TO SUPPORT A PARTICULAR CHARITABLE INTEREST. BOTH PROVIDE MEANINGFUL SUPPORT TO STUDENTS THROUGHOUT THE REGION. IN OUR 28TH YEAR, MORE THAN 150 DONORS HAVE ESTABLISHED SCHOLARSHIP FUNDS AT THCF TO SUPPORT STUDENTS PURSUING A VARIETY OF EDUCATIONAL DISCIPLINES. BY YEAR END, NEARLY 140,000 WAS AWARDED IN SCHOLARSHIPS TO AREA STUDENTS. YOUTH ADVISORY COUNCIL THE YOUTH ADVISORY COUNCIL (YAC) WAS FORMED IN 1998 AS A PROGRAM OF THCF TO INVOLVE YOUNG LEADERS IN CHANGING THE FUTURE THROUGH THE POWER OF PHILANTHROPY. YAC HAS GROWN TO A COUNCIL OF 90 STUDENT LEADERS COMMITTED TO IMPROVING THE LIVES OF CHILDREN AND YOUNG PEOPLE ACROSS THE KC COMMUNITY. YAC IS REPRESENTED BY THE FOLLOWING AREA HIGH SCHOOLS AND WELCOMES PARTICIPATION FROM OTHER METRO SCHOOL DISTRICTS: BLUE SPRINGS, BLUE SPRINGS SOUTH, FORT OSAGE, GRAIN VALLEY, LEE'S SUMMIT, LEE'S SUMMIT NORTH, LEE'S SUMMIT WEST, RAYTOWN, RAYTOWN SOUTH, ST. MARY'S , TRUMAN, VAN HORN AND WILLIAM CHRISMAN. THROUGH PARTICIPATION IN THE FOUNDATION'S COMMUNITY GRANTS PROGRAM, EACH YEAR STUDENT LEADERS OFFER A TREMENDOUS VOICE FOR AREA YOUTH; MEMBERS REVIEW ALL PROPOSALS SERVING KC'S YOUTH AND TEEN POPULATION AND THEN MAKE FUNDING RECOMMENDATIONS TO ADULT BOARD LEADERS. STUDENTS EVALUATE PROGRAMS RANGING FROM DOMESTIC VIOLENCE AND TEEN HOMELESSNESS TO COMMUNITY ARTS PROGRAMMING AND EDUCATION. DECISIONS ARE TOUGH BUT REWARDS ARE GREAT AS STUDENTS CHANGE THE FUTURE FOR THEIR PEERS. OFFICERS WHO CANNOT BE REACHED FORM 990, PAGE 6, PART VI, LINE 9 PAUL THOMSON 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 WILL ALSO BE 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 CHANGE IN FINANCIAL REVIEW PROCESS FORM 990, PAGE 12, PART XII, LINE 2C SUPPORTING ORGANIZATION WAS MERGED INTO FOUNDATION AND NO LONGER EXISTS. THCF REAL ESTATE LLC 300 N OSAGE INDEPENDENCE MO 64050 431482136 REAL EST MO TRUMAN HEA RTLAND COMMUNITY FOUNDATION