2024-11-13T11:10:59-06:00 2023-12-31 EMERICK AND COMPANY PC 4520 MADISON AVE STE G KANSAS CITY MO 64111 990 2023-01-01 431482136 TRUMAN HEARTLAND COMMUNITY FOUNDATION TRUM 8168368189 4200 LITTLE BLUE PARKWAY STE 340 INDEPENDENCE MO 64131 PHILLIP HANSON PRESIDENT / CEO 8168368189 2024-11-13 1 0 JONATHAN MCKINZIE P01326474 8165312822 2024-11-08 2023 2024-10-15 13:58:12Z PHILLIP HANSON 4200 LITTLE BLUE PARKWAY STE 340 INDEPENDENCE MO 64131 13648610 0 X WWW.THCF.ORG X 1982 MO THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMROVE THE LIVES OF EASTERN JACKSON COUNTY MISSOURI. 27 27 9 266 0 0 8774173 10564211 857549 907639 1284566 2101369 32862 -17615 10949150 13555604 10257114 5795205 0 0 761705 836443 0 0 225278 1013125 960213 12031944 7591861 -1082794 5963743 77423002 91642743 18740673 20092675 58682329 71550068 X THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMROVE THE LIVES OF EASTERN JACKSON COUNTY MISSOURI. 0 0 6778481 5795205 907639 TRUMAN HEARTLAND COMMUNITY FOUNDATION (THCF), WITH $91.4 MILLION IN ASSETS, HAS BEEN A KEY PLAYER IN PROMOTING PRIVATE GIVING FOR THE PUBLIC GOOD IN SUBURBAN EASTERN JACKSON, CASS, AND LAFAYETTE COUNTY COMMUNITIES FOR MORE THAN 40 YEARS. THE FOUNDATION SAW GENEROSITY THRIVE THROUGH DONOR ADVISED FUND (DAF) GRANTS, COMPETITIVE GRANTS, AND SCHOLARSHIP FUNDS. IN 2023, THE TOTAL GRANTS AND SCHOLARSHIP PAYMENTS FROM ALL FUNDS TOTALED MORE THAN $7.3 MILLION, MARKING A $1 MILLION INCREASE FROM THE PREVIOUS YEAR. IN 2023, THCF PROVIDED 501 SCHOLARSHIPS FROM 169 SCHOLARSHIP FUNDS TO 349 STUDENTS, DEMONSTRATING A GROWING COMMITMENT IN OUR COMMUNITY TO SUPPORTING HIGHER EDUCATION THROUGH THE ESTABLISHMENT OF SCHOLARSHIP FUNDS. IN THE LAST FIVE YEARS, THE AMOUNT AVAILABLE THROUGH THE FOUNDATION'S SCHOLARSHIP PROGRAM HAS INCREASED 145%, FROM $319,000 IN 2019 TO $784,355 IN 2023. SINCE THE PROGRAM BEGAN IN 1982, MORE THAN $6.7 MILLION IN SCHOLARSHIPS HAVE BEEN AWARDED TO STUDENTS. THE FOUNDATION'S GRANTS COMMITTEE AWARDED 62 COMPETITIVE GRANTS TOTALING $454,433 TO NONPROFIT ORGANIZATIONS IN IMPACT AREAS SUCH AS HEALTH AND WELFARE; ARTS, CULTURE, AND HISTORIC PRESERVATION; COMMUNITY BETTERMENT; ADULT/NON-TRADITIONAL AND CHILDREN'S EDUCATION; AND MISSOURI WILDLIFE CONSERVATION IN 2023. OF THE TOTAL, $413,000 CAME FROM ENDOWED FUNDS HELD AT THE FOUNDATION, WHILE $41,234 WAS MADE AVAILABLE THROUGH THE FOUNDATION'S "FILL THE GAP" CAMPAIGN, WHICH ALLOWS CURRENT FUNDHOLDERS AND OTHER PARTNERS TO MAKE ADDITIONAL FUNDS AVAILABLE TO THOSE ORGANIZATIONS NOT FULLY FUNDED BY THE COMPETITIVE GRANTS PROCESS. THE JELLEY FAMILY FUND, ONE OF THE FOUNDATION'S COMPETITIVE GRANT OPTIONS, CELEBRATED ITS TENTH ANNIVERSARY IN 2023. THE FUND HAS GROWN FROM A SUBSTANTIAL ENDOWED GIFT OF $1.6 MILLION TO A $2.9 MILLION FUND. DESPITE DISBURSING MORE THAN $1 MILLION IN GRANTS, THE FUND CONTINUES TO IMPACT THE LIVES OF NUMEROUS LOCAL CHILDREN THROUGH SUPPORT FOR INNOVATIVE PROGRAMS AND PROJECTS AIMED AT ASSISTING UNDERSERVED YOUTH.SINCE 2020, THCF HAS BEEN DEDICATED TO SUPPORTING ADULT EDUCATION AND JOB TRAINING. THANKS TO SUBSTANTIAL MULTI-YEAR FUNDING FROM THE KAUFFMAN FOUNDATION FOR THE GREAT JOBS KC PROGRAM, THE FOUNDATION SHIFTED ITS INITIATIVE FOCUS IN 2023. MOVING FORWARD, THE FOUNDATION WILL WORK TO ADDRESS THE ISSUES OF AFFORDABLE HOUSING IN THE AREA. THCF REMAINS COMMITTED TO MAKING A POSITIVE IMPACT AND IS EAGER TO SEE THE TRANSFORMATIVE RESULTS OF THIS NEW INITIATIVE.THE THCF YOUTH ADVISORY COUNCIL (YAC) COMPRISES STUDENTS FROM 10 LOCAL HIGH SCHOOLS. THE COUNCIL PROVIDES STUDENTS WITH HANDS-ON EXPERIENCE IN FUNDRAISING, GRANTMAKING, AND VOLUNTEERISM. IN 2023, THE ANNUAL FUNDRAISER, "STRIKE IN THE NIGHT A FOOL'S DELIGHT," SUCCESSFULLY RAISED FUNDS FOR THE YAC ENDOWMENT FUND, REACHING A BALANCE OF $100,000 FOR THE FIRST TIME. THE STUDENTS AWARDED THREE GRANTS TO LOCAL NONPROFITS FROM THEIR FUND TOTALING $3,801. THE STUDENTS ALSO ORGANIZED A "FILL THOSE TRUCKS" FOOD DRIVE, WHICH COLLECTED NON-PERISHABLE FOOD ITEMS TO BENEFIT SEVERAL LOCAL NONPROFITS. THCF REMAINS COMMITTED TO PROMOTING PRIVATE GIVING FOR THE PUBLIC GOOD. 6778481 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 8 0 1 9 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X X BRIDGET STOPPLMAN 8168368189 4200 LITTLE BLUE PARKWAY STE 340 INDEPENDENCE MO 64131 TERRI STEELE DIRECTOR 3.00 X 0 0 0 RITCHIE MOMON DIRECTOR 3.00 X 0 0 0 STEVE NOLL DIRECTOR 3.00 X 0 0 0 STAN SALVA DIRECTOR 3.00 X 0 0 0 STEVE POTTER DIRECTOR 3.00 X 0 0 0 JAKE GRECO DIRECTOR 3.00 X 0 0 0 DR BETH SAVIDGE DIRECTOR 3.00 X 0 0 0 R DYAN ZIMMERMAN DIRECTOR 3.00 X 0 0 0 MONTIE TRIPP DIRECTOR 3.00 X 0 0 0 MICHELE CRUMBAUGH DIRECTOR 3.00 X 0 0 0 MERIDETH ROSE DIRECTOR 3.00 X 0 0 0 MELANIE MOENTMANN DIRECTOR 3.00 X 0 0 0 LINDA GERDING DIRECTOR 3.00 X 0 0 0 LIESL HAYS DIRECTOR 3.00 X 0 0 0 JOE MULLINS DIRECTOR 3.00 X 0 0 0 DAVE TURNER DIRECTOR 3.00 X 0 0 0 DR THOMAS MEYER DIRECTOR 3.00 X 0 0 0 DR JASON SNODGRASS DIRECTOR 3.00 X 0 0 0 DR BETH ROSEMERGEY DIRECTOR 3.00 X 0 0 0 DAVE MAYTA DIRECTOR 3.00 X 0 0 0 BETH SILVERSTEIN DIRECTOR 3.00 X 0 0 0 ALLAN THOMPSON DIRECTOR 3.00 X 0 0 0 ROCHELLE PARKER SECRETARY 3.00 X X 0 0 0 BRET KOLMAN TREASURER 3.00 X X 0 0 0 KAREN SCHULER PAST CHAIR 3.00 X X 0 0 0 LYNETTE WHEELER VICE CHAIR 3.00 X X 0 0 0 JEFF WALTERS CHAIR 3.00 X X 0 0 0 BRIDGET STOPPELMAN CFO 40.00 X 96732 0 9869 PHILLIP J HANSON PRESIDENT/CEO 40.00 X 161860 0 9681 258592 0 19550 1 0 1 0 0 209223 10354988 5163752 10564211 INCOME FROM SERVICES 900099 907639 907639 907639 1535124 1535124 566245 0 566245 566245 566245 75391 209223 93006 -17615 -17615 13555604 907639 0 2083754 5106717 5106717 688488 688488 302080 63331 168521 70228 391234 161849 132362 97023 94134 24310 54337 15487 48995 12563 28281 8151 16900 16900 673075 673075 195 195 63429 10401 31767 21261 15717 1643 13690 384 62869 6572 54761 1536 26036 26036 3957 989 1979 989 17604 17604 7630 7630 16292 1834 13090 1368 OFFICE REPAIRS & MAINTE 21029 10515 5257 5257 PRINTING & POSTAGE 18353 6019 10119 2215 TELEPHONE 10973 4985 5284 704 BANK FEES 6154 5190 484 480 7591861 6778481 588102 225278 1345348 732524 4752860 9916780 203239 145171 504 5627 15693 24123 828866 146380 685311 682486 70420047 80136032 77423002 91642743 90009 74490 6222 0 18644442 20018185 18740673 20092675 X 56234875 69085779 2447454 2464289 58682329 71550068 77423002 91642743 X 5963743 7540301 -58068 -578237 X 0 1 X 1 0 X 8806222 8141442 22600546 8647762 10564211 58760183 8806222 8141442 22600546 8647762 10564211 58760183 13986761 44773422 1215116 1058126 1587992 1222985 1535124 6619343 65379526 3063832 0.68480 0.67740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 37339050 3665670 3379781 1572054 462574 42349873 42241015 3451746 -6168173 1754484 1134 429920 37339050 33920194 5247247 4872272 1299068 1112 498518 42241015 28353148 4690243 3615351 2405319 2329 330900 33920194 20205898 6144648 3752293 1425549 172 323970 28353148 0.90000 0.01000 0.09000 0 0 674000 674000 93601 93601 0 61265 52779 8486 682486 AGENCY FUNDS 19718070 LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS 300115 20018185 20612498 7540301 1824 -578237 6963888 13648610 -93006 -93006 13555604 7744759 59892 93006 152898 7591861 0 7591861 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS GAIN ON BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES GALA - THCF 284614 209223 75391 1750 60664 2700 27892 284614 209223 75391 1750 60664 2700 27892 93006 -17615 1 ABUNDANT LIFE CHURCH 304 SW PERSELS RD LEES SUMMIT MO 64081 431730709 501(C)3 16550 0 GERNERAL SUPPORT AMERICAN RED CROSS PO BOX 37839 BOONE IA 500370839 530196605 501(C)3 7700 0 GERNERAL SUPPORT ANGEL FLIGHT CENTRAL INC 10 NW RICHARDS RD KANSAS CITY MO 641164253 431699607 501(C)3 20000 0 GERNERAL SUPPORT ASCENSION LUTHERAN CHURCH 4900 BLUE RIDGE BLVD KANSAS CITY MO 641332598 501(C)3 9000 0 GERNERAL SUPPORT BARREN COUNTY FAMILY YMCA INC 1 YMCA WAY GLASGOW KY 421411180 621364505 501(C)3 10000 0 GERNERAL SUPPORT BENEDICTINE COLLEGE 1020 N 2ND ST ATCHISON KS 660021499 480777079 501(C)3 7525 0 GERNERAL SUPPORT BISHOP SULLIVAN CENTER INC 6435 E TRUMAN RD KANSAS CITY MO 641262635 431750848 501(C)3 5300 0 GERNERAL SUPPORT BOSTON COLLEGE TRUSTEES AKA BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 024673858 042103545 501(C)3 10000 0 GERNERAL SUPPORT BRIGHTSTONE INC PO BOX 682966 FRANKLIN TN 370682966 621783260 501(C)3 50000 0 GERNERAL SUPPORT BY THE HAND CLUB FOR KIDS PO BOX 10043 CHICAGO IL 606100043 203144284 501(C)3 60000 0 GERNERAL SUPPORT CALVARY UNIVERSITY 15800 CALVARY RD KANSAS CITY MO 641471341 436052681 501(C)3 11211 0 GERNERAL SUPPORT CHILDREN'S MERCY HOSPITALS & CLINICS 2401 GILLHAM RD KANSAS CITY MO 641084619 440605373 501(C)3 86223 0 GERNERAL SUPPORT CHRIST UNITED METHODIST CHURCH 14506 E 39TH ST S INDEPENDENCE MO 640554200 430861943 501(C)3 16500 0 GERNERAL SUPPORT CHURCH OF THE HARVEST 14841 S BLACKBOB RD OLATHE KS 660622637 481210696 501(C)3 9000 0 GERNERAL SUPPORT CITY UNION MISSION 1100 E 11TH ST KANSAS CITY MO 641063095 446005481 501(C)3 17300 0 GERNERAL SUPPORT CLINTON METHODIST CHURCH 601 S 4TH ST CLINTON MO 647352917 440590276 501(C)3 12000 0 GERNERAL SUPPORT COMMUNITIES ORGANIZING FOR RACIAL EQUITY INC PO BOX 424 ROCKFORD MI 49341 871921406 501(C)3 8000 0 GERNERAL SUPPORT COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND ROAD INDEPENDENCE MO 64050 430976396 501(C)3 37208 0 GERNERAL SUPPORT COURAGEOUS LIFE CHURCH 17310 E US HIGHWAY 40 INDEPENDENCE MO 640555338 455011117 501(C)3 10000 0 GERNERAL SUPPORT CRECER FOUNDATION PO BOX 399 DE SOTO KS 660180399 205197207 501(C)3 15000 0 GERNERAL SUPPORT CROSSLINE CHURCH 23331 MOULTON PKWY LAGUNA HILLS CA 926531210 731721664 501(C)3 20000 0 GERNERAL SUPPORT DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 217415030 133433454 501(C)3 5619 0 GERNERAL SUPPORT DRUMM FARM CENTER FOR CHILDREN INC 3210 S LEES SUMMIT RD INDEPENDENCE MO 640551998 440569643 501(C)3 9000 0 GERNERAL SUPPORT EDUCATIONAL MEDIA FOUNDATION AKA K-LOVE AND AIR 1 RADIO 5700 WEST OAKS BLVD ROCKLIN CA 957653719 942816342 501(C)3 6000 0 GERNERAL SUPPORT ENGLEWOOD ARTS 10901 E WINNER RD INDEPENDENCE MO 640523755 843106613 501(C)3 11500 0 GERNERAL SUPPORT ENGLEWOOD ASSEMBLY OF GOD CHURCH & SCHOOL 10628 E WINNER RD INDEPENDENCE MO 640522245 431056606 501(C)3 80000 0 GERNERAL SUPPORT ETHNOS 360 312 W 1ST ST SANFORD FL 327711206 501(C)3 6000 0 GERNERAL SUPPORT FELLOWSHIP BIBLE CHURCH 1210 FRANKLIN RD BRENTWOOD TN 370276510 621660360 501(C)3 290000 0 GERNERAL SUPPORT FIRST PRESBYTERIAN CHURCH OF LEE'S SUMMIT 1625 NW OBRIEN RD LEES SUMMIT MO 640811556 440665111 501(C)3 7150 0 GERNERAL SUPPORT FOCUS ON THE FAMILY 8605 EXPLORER DR COLORADO SPRINGS CO 809201051 953188150 501(C)3 6550 0 GERNERAL SUPPORT FORT HAYS STATE UNIVERSITY FOUNDATION PO BOX 1060 HAYS KS 676011060 486108086 501(C)3 8000 0 GERNERAL SUPPORT FOSTER LIGHT INC 4510 NW LAKE DR LEES SUMMIT MO 640641483 874677295 501(C)3 15000 0 GERNERAL SUPPORT FRANKTOWN OPEN HEARTS 320 MAIN ST STE 200 FRANKLIN TN 370642677 202862970 501(C)3 27000 0 GERNERAL SUPPORT GATEWAY CHURCH OF BLUE SPRINGS 5600 SW WOODS CHAPEL RD BLUE SPRINGS MO 640157138 364514694 501(C)3 41300 0 GERNERAL SUPPORT GENE CABLE AUTOMOTIVE SCHOLARSHIP FUND 4200 LITTLE BLUE PKWY STE 340 INDEPENDENCE MO 640578319 501(C)3 1547456 0 GERNERAL SUPPORT GENEROSITY NEW YORK INC AKA GENEROSITY NY 550 LINWOOD AVE RIDGEWOOD NJ 074503520 822393529 501(C)3 15000 0 GERNERAL SUPPORT GRACE ORTHODOX PRESBYTERIAN CHURCH 2381 CEDAR LN VIENNA VA 221805210 501(C)3 35000 0 GERNERAL SUPPORT GRACE PRESBYTERIAN CHURCH OF THE NORTH SHORE 440 RIDGE AVE WINNETKA IL 600932519 364416196 501(C)3 25000 0 GERNERAL SUPPORT HARRY S TRUMAN LIBRARY INSTITUTE 5151 TROOST AVE STE 300 KANSAS CITY MO 641102524 436042632 501(C)3 7000 0 GERNERAL SUPPORT HARVESTERS 3801 TOPPING AVE KANSAS CITY MO 641291744 431208665 501(C)3 49725 0 GERNERAL SUPPORT HEALTHED CONNECT 1401 W TRUMAN RD INDEPENDENCE MO 640503434 271115162 501(C)3 29129 0 GERNERAL SUPPORT HEART OF AMERICA COUNCIL BOY SCOUTS OF AMERICA - BLUE ELK DISTRICT 10210 HOLMES RD KANSAS CITY MO 641314212 440545995 501(C)3 33737 0 GERNERAL SUPPORT HERITAGE CHRISTIAN ACADEMY 16000 S BLACKBOB RD OLATHE KS 660629510 271967892 501(C)3 5200 0 GERNERAL SUPPORT HILLCREST TRANSITIONAL HOUSING PO BOX 901924 KANSAS CITY MO 641901924 203093292 501(C)3 319850 0 GERNERAL SUPPORT HOPE COMMUNITY CHURCH 1250 GREENWOOD RD GLENVIEW IL 60025 501(C)3 70000 0 GERNERAL SUPPORT HOPE HOUSE INC PO BOX 577 LEES SUMMIT MO 64063 431265685 501(C)3 7500 0 GERNERAL SUPPORT HORSEPOWER EXPERIENTIAL LEARNING PROGRAM PO BOX 15 LONE JACK MO 640700015 464444309 501(C)3 8000 0 GERNERAL SUPPORT INTERNATIONAL JUSTICE MISSION PO BOX 96961 WASHINGTON DC 200906961 541722887 501(C)3 15000 0 GERNERAL SUPPORT J BRIAN RUSSELL INSURANCE FUND 4200 LITTLE BLUE PKWY STE 340 INDEPENDENCE MO 640578319 501(C)3 30000 0 GERNERAL SUPPORT JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH ST STE 203 OVERLAND PARK KS 662111800 440545913 501(C)3 10000 0 GERNERAL SUPPORT JOB SKILLS FOR NEW CAREERS 4200 LITTLE BLUE PKWY STE 340 INDEPENDENCE MO 640578319 501(C)3 139500 0 GERNERAL SUPPORT KANSAS CITY SYMPHONY 1644 WYANDOTTE ST KANSAS CITY MO 641081224 431297475 501(C)3 6125 0 GERNERAL SUPPORT KANSAS CITY UNIVERSITY - OFFICE OF PHILANTHROPY AND ALUMNI RELATIONS 1750 INDEPENDENCE AVE KANSAS CITY MO 641061453 440545280 501(C)3 5625 0 GERNERAL SUPPORT KCPT - PUBLIC TELEVISION 125 E 31ST ST KANSAS CITY MO 641083299 237114952 501(C)3 16242 0 GERNERAL SUPPORT KESHER PROJECT NFP PO BOX 437 PARK RIDGE IL 600680437 815325256 501(C)3 10000 0 GERNERAL SUPPORT KIRKSVILLE FIRST UNITED METHODIST CHURCH 300 E WASHINGTON ST KIRKSVILLE MO 635013074 501(C)3 10000 0 GERNERAL SUPPORT KNOX PRESBYTERIAN CHURCH 9595 W 95TH ST OVERLAND PARK KS 662125063 480686721 501(C)3 7200 0 GERNERAL SUPPORT LEE UNIVERSITY- FUNDRAISING 1120 N OCOEE ST CLEVELAND TN 373114475 620502739 501(C)3 20000 0 GERNERAL SUPPORT LEE'S SUMMIT ACADEMY 601 NW LIBBY LN LEES SUMMIT MO 640631858 431118190 501(C)3 9000 0 GERNERAL SUPPORT LEE'S SUMMIT SYMPHONY PO BOX 352 LEES SUMMIT MO 640630352 270055476 501(C)3 11000 0 GERNERAL SUPPORT LUTHERAN HIGH SCHOOL ASSOCIATION 5401 LUCAS AND HUNT RD SAINT LOUIS MO 631211503 430662478 501(C)3 10000 0 GERNERAL SUPPORT MARTIN LUTHER LUTHERAN CHURCH 1200 SW BLUE PKWY LEES SUMMIT MO 640631886 431310801 501(C)3 14400 0 GERNERAL SUPPORT MESSIAH LUTHERAN CHURCH 613 S MAIN ST INDEPENDENCE MO 640504499 440605370 501(C)3 5100 0 GERNERAL SUPPORT METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT 3100 BROADWAY BLVD STE 400UITE 400 KANSAS CITY MO 641112591 431061620 501(C)3 8500 0 GERNERAL SUPPORT MONTIE U TRIPP INSURANCE FUND 4200 LITTLE BLUE PKWY STE 340 INDEPENDENCE MO 640578319 501(C)3 10000 0 GERNERAL SUPPORT MOTHER'S REFUGE 14400 E 42ND ST S STE 220 INDEPENDENCE MO 640554871 431454628 501(C)3 8700 0 GERNERAL SUPPORT MS ACHIEVEMENT CENTER AT KUMED 3599 RAINBOW BLVD KANSAS CITY KS 661032078 431747002 501(C)3 25000 0 GERNERAL SUPPORT MUSIC ARTS INSTITUTE 1010 S PEARL INDEPENDENCE MO 64050 431245831 501(C)3 26680 0 GERNERAL SUPPORT NORTH CENTRAL MISSOURI COLLEGE 1301 MAIN ST TRENTON MO 646831824 431423090 501(C)3 20000 0 GERNERAL SUPPORT OKLAHOMA STATE UNIVERSITY FOUNDATION 400 S MONROE ST STILLWATER OK 740743322 501(C)3 30000 0 GERNERAL SUPPORT OLD MISSION UNITED METHODIST CHURCH 5519 STATE PARK RD FAIRWAY KS 662052699 501(C)3 9000 0 GERNERAL SUPPORT OPERATION BREAKTHROUGH 3039 TROOST AVE KANSAS CITY MO 641091540 430971560 501(C)3 6375 0 GERNERAL SUPPORT ORDINARY HERO FOUNDATION INC PO BOX 1945 BRENTWOOD TN 370241945 271834872 501(C)3 10000 0 GERNERAL SUPPORT PARTNERSHIP INTERNATIONAL 8790 LAKE JORDAN LN NORTH DINWIDDIE VA 238036595 262726677 501(C)3 18000 0 GERNERAL SUPPORT PEACE PARTNERSHIP 605 NE WOODS CHAPEL RD LEES SUMMIT MO 640641900 462287864 501(C)3 32000 0 GERNERAL SUPPORT POWELL GARDENS 1609 NW US HIGHWAY 50 KINGSVILLE MO 640619000 431483357 501(C)3 5525 0 GERNERAL SUPPORT PRO DEO YOUTH CENTER 214 NE CHIPMAN ROAD LEES SUMMIT MO 64063 271834872 501(C)3 13500 0 GERNERAL SUPPORT PUPPETRY ARTS INSTITUTE 11025 E WINNER RD INDEPENDENCE MO 64052 431891966 501(C)3 5500 0 GERNERAL SUPPORT RAYMOND JAMES CHARITABLE PO BOX 23559 ST PETERSBURG FL 337423559 583652538 501(C)3 22586 0 GERNERAL SUPPORT REACHING AND TEACHING INTERNATIONAL MINISTRIES INCORPORATED PO BOX 122 WHEATON IL 601870122 264793651 501(C)3 6900 0 GERNERAL SUPPORT REDEEMER PRESBYTERIAN CHURCH INC 9333 W 159TH ST OVERLAND PARK KS 662219524 481138076 501(C)3 21200 0 GERNERAL SUPPORT RISE FOUNDATION 2657 KIPLING ST PALO ALTO CA 943062426 916542513 501(C)3 21000 0 GERNERAL SUPPORT SALVATION ARMY - INDEPENDENCE 14700 E TRUMAN ROAD INDEPENDENCE MO 64050 440545998 501(C)3 7250 0 GERNERAL SUPPORT SAMARITANS PURSE PO BOX 3000 BOONE NC 286073000 581437002 501(C)3 8975 0 GERNERAL SUPPORT SELECTED INDEPENDENT FUNERAL HOMES EDUCATIONAL TRUST 1 OVERLOOK PT STE 530 LINCOLNSHIRE IL 60069 501(C)3 100000 0 GERNERAL SUPPORT SHAWNEE MISSION UNITARIAN UNIVERSALIST CHURCH 9400 PFLUMM RD LENEXA KS 66215 501(C)3 6000 0 GERNERAL SUPPORT SHEPHERDS CENTER OF KC CENTRAL 9200 WARD PKWY STE 200 KANSAS CITY MO 641143350 430994417 501(C)3 5500 0 GERNERAL SUPPORT ST AGNES CATHOLIC CHURCH 5250 MISSION RD ROELAND PARK KS 662051661 501(C)3 6000 0 GERNERAL SUPPORT ST MARK'S CATHOLIC CHURCH 3736 S LEES SUMMIT RD INDEPENDENCE MO 640556759 430835155 501(C)3 25220 0 GERNERAL SUPPORT ST MARY'S CATHOLIC CHURCH - HIGGINSVILLE 401 W BROADWAY ST HIGGINSVILLE MO 640371946 501(C)3 10000 0 GERNERAL SUPPORT ST PATRICK CATHOLIC CHURCH 1086 N 94TH ST KANSAS CITY KS 661121514 501(C)3 7000 0 GERNERAL SUPPORT ST PETERS' CATHOLIC CHURCH 815 E MEYER BLVD KANSAS CITY MO 641311116 440546198 501(C)3 15000 0 GERNERAL SUPPORT SUMMIT WOODS BAPTIST CHURCH 2501 SE SHENANDOAH DR LEES SUMMIT MO 640633603 431810675 501(C)3 10500 0 GERNERAL SUPPORT SUSTAINABILITY FUND FOR THCF 4200 LITTLE BLUE PKWY STE 340 INDEPENDENCE MO 640578319 501(C)3 47250 0 GERNERAL SUPPORT TAYLORJOHNSON FUND 4200 LITTLE BLUE PKWY STE 340 INDEPENDENCE MO 640578319 501(C)3 10000 0 GERNERAL SUPPORT THCF COMMUNITY GRANTMAKING FUND 4200 LITTLE BLUE PKWY STE 340 INDEPENDENCE MO 640578319 501(C)3 28733 0 GERNERAL SUPPORT THCF GENERAL OPERATING - GALA 4200 LITTLE BLUE PKWY STE 340 INDEPENDENCE MO 640578319 501(C)3 21650 0 GERNERAL SUPPORT THE FRIENDS OF THE GOLDEN REGIMENT 500 SW SOUTH AVE BLUE SPRINGS MO 64014 900850763 501(C)3 12200 0 GERNERAL SUPPORT THE GATHERING BAPTIST CHURCH 4505 S NOLAND RD INDEPENDENCE MO 640554744 824947942 501(C)3 22800 0 GERNERAL SUPPORT THE GLOBAL ORPHAN PROJECT INC 3161 WYANDOTTE ST KANSAS CITY MO 641111308 816079539 501(C)3 20000 0 GERNERAL SUPPORT THE RIDGE A COMMUNITY CHURCH 5055 BLUE RIDGE BLVD KANSAS CITY MO 641332547 446012597 501(C)3 7159 0 GERNERAL SUPPORT THE SUMMIT CHURCH (LEE'S SUMMIT UNITED METHODIST CHURCH) 3381 NW CHIPMAN RD LEES SUMMIT MO 640811804 440579859 501(C)3 21400 0 GERNERAL SUPPORT THRIVE WOMEN'S CLINIC 6500 GREENVILLE AVE STE 600 DALLAS TX 752061023 751853520 501(C)3 25000 0 GERNERAL SUPPORT TIMOTHY LUTHERAN CHURCH 301 E WYATT RD BLUE SPRINGS MO 640145801 501(C)3 7000 0 GERNERAL SUPPORT TRUMAN HERITAGE HABITAT FOR HUMANITY INC 505 N DODGION AVE INDEPENDENCE MO 64050 431532266 501(C)3 13700 0 GERNERAL SUPPORT TRUMAN STATE UNIVERSITY 100 E NORMAL AVE KIRKSVILLE MO 635014221 431381504 501(C)3 5100 0 GERNERAL SUPPORT TRUSTEES OF BOSTON UNIVERSITY 595 COMMONWEALTH AVE BOSTON MA 022151704 642103547 501(C)3 20947 0 GERNERAL SUPPORT TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 103063159 020554654 501(C)3 7250 0 GERNERAL SUPPORT UNITED METHODIST CHURCH OF THE RESURRECTION 13720 ROE BLVD LEAWOOD KS 662243588 436003859 501(C)3 15600 0 GERNERAL SUPPORT UNITED WAY OF GREATER KANSAS CITY 4801 MAIN ST STE 425 KANSAS CITY MO 641128700 440545812 501(C)3 5250 0 GERNERAL SUPPORT UNIVERSITY OF CENTRAL MISSOURI ALUMNI FOUNDATION PO BOX 800 WARRENSBURG MO 640935299 431181566 501(C)3 8000 0 GERNERAL SUPPORT WARD PARKWAY PRESBYTERIAN CHURCH 7406 WARD PKWY KANSAS CITY MO 641141599 440569657 501(C)3 25440 0 GERNERAL SUPPORT WHITE HORSE INC 13230 EVENING CREEK DR S STE 220 SAN DIEGO CA 921284107 270565982 501(C)3 10000 0 GERNERAL SUPPORT WILLIAM CHRISMAN HIGH SCHOOL BOOSTER CLUB 1223 N NOLAND RD INDEPENDENCE MO 640501947 364680380 501(C)3 17000 0 GERNERAL SUPPORT WOODS CHAPEL UNITED METHODIST CHURCH 4725 NE LAKEWOOD WAY LEES SUMMIT MO 640641985 431149705 501(C)3 47140 0 GERNERAL SUPPORT YOUNG LIFE PO BOX 5184 HARLAN IA 515930684 501(C)3 6500 0 GERNERAL SUPPORT SCHOLARSHIPS 501 688488 PART I, LINE 2: ALL GRANTS DISTRIBUTED BY TRUMAN HEARTLAND COMMUNITY FOUNDATION TO ANY ORGANIZATION MUST GO THROUGH "CHARITY CHECK". CHARITY CHECK PROVIDED BY CANDID, ASSURES THAT ALL ORGANIZATIONS THAT RECEIVE A GRANT ARE IN GOOD STANDING WITH THE IRS. IN THE COMPETITIVE GRANTS PROCESS, ORGANIZATIONS MUST SUBMIT A GRANT APPLICATION. ONCE A GRANT AWARD HAS BEEN DECIDED AND APPROVED, A SIGNED GRANT AGREEMENT MUST BE RETURNED TO TRUMAN HEARTLAND COMMUNITY FOUNDATION. THIS GOVERNING DOCUMENT OUTLINES THE LIMITS AND CONDITIONS OF FUNDING UNDER WHICH THE GRANT HAS BEEN AUTHORIZED. ALL RECIPIENT ORGANIZATIONS MUST SUBMIT A WRITTEN FINAL REPORT TO TRUMAN HEARTLAND COMMUNITY FOUNDATION 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 RESULTS FROM FUNDED PROGRAM/PROJECT/OPERATIONS. ANY PREVIOUS AGENCY GRANTEE APPLYING FOR FUTURE FUNDING IS ASKED TO SUBMIT A FINAL REPORT FROM THEIR MOST RECENT PREVIOUS GRANT, DETAILING ITS OUTCOMES AND EXPENDITURES. X X X 0 0 0 0 0 0 0 0 0 PHILLIP J HANSON PRESIDENT/CEO 161860 0 0 0 0 0 7052 0 2629 0 171541 0 0 0 X 73 5163752 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION HAS HIRED A REAL ESTATE AGENT TO SALE THE CONTRIBUTED REAL ESTATE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 REVIEW INCLUDES A COPY OF THE ENTIRE 990 PROVIDED TO THE BOARD OF DIRECTORS BY EMAIL. THE FINANCE COMMITTEE WILL REVIEW THE EXECUTIVE SUMMARY OF THE 990 BEFORE THE FILING OF THE FORM. RESULTS OF THAT REVIEW WILL BE SUBMITTED TO THE ENTIRE BOARD OF DIRECTORS. SHOULD ANY MATERIAL DISCREPANCIES OR ERRORS BE NOTED DURING THE REVIEW, THE 990 WILL BE CORRECTED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRM SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT 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. FORM 990, PART VI, SECTION B, LINE 15 TRUMAN HEARTLAND COMMUNITY FOUNDATION 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 DEVELOPVED. THE FOUNDATION WILL DEVELOP COMPENSATION AND BENEFIT GUIDELINES AS TO: SOURCE OF MARKETPLACE COMPARISONS, TYPES OF COMPENSATION, EXECUTIVE COMPENSATION POLICY, INCLUDING PROHIBITION OF LOANS, AND 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 OF 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. FORM 990, PART VI, SECTION C, LINE 19 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 INCLUDED IN THE ANNUAL REPORT. (ALSO AVAILABLE ON THE FOUNDATION WEBSITE). PUBLIC AVAILABILITY OF THE FOREGOING 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, AND ADMINISTRATIVE FEES SCHEDULE. THE ANNUAL REPORTS ARE ON THE FOUNDATION WEBSITE AND INCLUDE YEAR END UNAUDITED FINANCIAL INFORMATION. IN ADDITION, THE 990S ARE ALSO AVAILABLE ON THE WEBSITE. LETTERHEAD AND WEBSITE WILL LIST THE CURRENT MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS AND CHARITABLE REMAINDER TRUST -578,237. THCF REAL ESTATE LLC 4200 LITTLE BLUE PARKWAY STE 340 INDEPENDENCE MO 64057 471272132 REAL ESTATE MO 0 674457 TRUMAN HEARTLAND COMMUNITY FOUNDATION