2024-02-13T12:15:01-06:00 2023-09-30 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990 2022-10-01 436042632 THE HARRY S TRUMAN LIBRARY INSTITUTE NATIONAL AND INTERNATIONAL AFFAIRS HARR 8164001212 5151 TROOST AVENUE 300 KANSAS CITY MO 64110 THOMAS R WILLARD TREASURER 8164001212 2024-02-13 1 THOMAS WILLARD 999009999 0 MATTHEW C HALL P01573021 8164721122 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICK OTTENSMEYER 5151 TROOST AVENUE 300 KANSAS CITY MO 64110 20925565 0 X WWW.TRUMANLIBRARYINSTITUTE.ORG X 1957 MO TO PRESERVE AND PROMOTE THE ENDURING LEGACY OF HARRY S. TRUMAN, AMERICA'S 33RD PRESIDENT. 30 29 13 32 0 0 3033440 5545483 12041 56466 200934 -421240 -122489 -162018 3123926 5018691 109589 78881 0 0 1086206 1333612 248000 438983 1912686 1828202 5180667 3271997 7032143 -148071 -2013452 16879903 17341554 328130 645750 16551773 16695804 X SEE SCHEDULE O 0 0 308724 78881 56466 SEE SCHEDULE OEDUCATION: THE TRUMAN LIBRARY OFFERS A SUITE OF ENGAGING ON-SITE AND SCHOOL-BASED EDUCATIONAL PROGRAMS THAT MEET STATE AND NATIONAL ACADEMIC STANDARDS. THESE CRITICALLY ACCLAIMED PROGRAMS ARE DESIGNED TO TEACH PARTICIPANTS ABOUT TRUMAN, DEMOCRACY, THE PRESIDENCY, AND THE IMPORTANCE OF CIVIC ENGAGEMENT, WHILE STRENGTHENING IMPORTANT LIFE AND LEADERSHIP SKILLS. EACH YEAR, TENS OF THOUSANDS OF STUDENTS AND TEACHERS GAIN A DEEPER UNDERSTANDING OF OUR NATION'S HISTORY, GOVERNMENT, AND DEMOCRATIC IDEALS THROUGH THE LIBRARY'S EDUCATIONAL PROGRAMS. USING PRIMARY SOURCE DOCUMENTS AND ARTIFACTS, STUDENTS DRAW CONNECTIONS BETWEEN THE PAST, PRESENT, AND FUTURE TO BETTER UNDERSTAND, ANTICIPATE, AND RESOLVE PROBLEMS. THE WHITE HOUSE DECISION CENTER - THIS PROGRAM GIVES STUDENTS AN EXTENDED, IMMERSIVE, AND INSPIRATIONAL EXPERIENCE AT ONE OF KANSAS CITY'S ICONIC CULTURAL INSTITUTIONS WHILE ALSO PROVIDING THEM WITH A UNIQUE EDUCATIONAL PROGRAM THAT STRENGTHENS MANY CORE SKILLS. INSPIRED BY PRESIDENT TRUMAN'S LEGACY OF LEADERSHIP AND DEVELOPED BY NATIONALLY RECOGNIZED EDUCATORS, THIS HANDS-ON HISTORY LAB IS THE TRUMAN LIBRARY'S FLAGSHIP EDUCATION PROGRAM. THE WHITE HOUSE DECISION CENTER'S SIMULATIONS IMMERSE STUDENTS IN AMERICAN HISTORY, GOVERNMENT, THE PRESIDENCY, AND HIGH-STAKES DECISION MAKING IN A TRULY UNIQUE SETTING, A RECREATION OF THE TRUMAN-ERA WEST WING OF THE WHITE HOUSE. TEACHERS HAVE DESCRIBED IT AS ONE OF THE MOST PROFOUND EDUCATIONAL EXPERIENCES IN THEIR STUDENTS' ACADEMIC CAREERS. COMMUNITY EDUCATION SCHOLARSHIPS - THE TRUMAN LIBRARY INSTITUTE IS COMMITTED TO PROVIDING AS MANY STUDENTS AS POSSIBLE WITH ACCESS TO THE TRUMAN LIBRARY. OVER THE PAST TWENTY YEARS, OUR SCHOLARSHIP FUND HAS GIVEN STUDENTS FROM ECONOMICALLY CHALLENGED SCHOOL DISTRICTS THE OPPORTUNITY TO VISIT AND EXPERIENCE THE TRUMAN LIBRARY'S EDUCATIONAL PROGRAMS AND EXHIBITIONS AT MINIMAL OR NO COST. GRANT SCHOLARSHIP FUNDS CAN BE USED TO COVER MUSEUM ADMISSIONS, WHITE HOUSE DECISION CENTER FEES, BUS TRANSPORTATION AND SUBSTITUTE TEACHER COSTS. READING LIKE A HISTORIAN SECOND, THIRD, AND FIFTH GRADE PROGRAM IS A MUSEUM-BASED, TRUMAN-FOCUSED, AND FIRST-OF-ITS-KIND INTERACTIVE EDUCATIONAL EXPERIENCE. THE STUDENTS INVESTIGATE THE TRUMAN LIBRARY'S MUSEUM EXHIBITS AS THEY STUDY THE THREE BRANCHES OF GOVERNEMENT, TRUMAN'S LEADERSHIP SKILLS, HIS MOMENTOUS DECISIONS AS PRESIDENT, AND HIS LASTING LEGACY. READING LIKE A HISTORIAN MIDDLE AND HIGH SCHOOL PROGRAM IS AN IN-CLASSROOM EXPERIENCE RATHER THAN A MUSEUM-BASED EXPERIENCE. MIDDLE AND HIGH SCHOOL TEACHERS ARE IMMERSED IN AN INTENSIVE WEEK OF CURRICULUM DEVELOPMENT. TEACHERS ARE PROVIDED WITH ACCESS TO EXPERTS IN THE SUBJECT AREA AND ARCHIVISTS TO ASSIST WITH CONTENT AND RESOURCES. ULTIMATELY, THIS PROGRAM PROVIDES TEACHERS WITH A TRUMAN CURRICULUM, COMPLETE INVESTIGATIVE UNITS, LESSON PLANS, AND RESOURCES. EACH UNIT IS DESIGNED TO DEVELOP STUDENTS' CRITICAL THINKING AND INVESTIGATIVE SKILLS AND USES PRIMARY SOURCE MATERIALS FROM THE TRUMAN LIBRARY TO TEACH THEM ABOUT HISTORY AND PRESIDENT TRUMAN. INSTITUTE FUNDS ALSO SPONSOR THE GREATER KANSAS CITY REGIONAL NATIONAL HISTORY DAY COMPETITION, THE STUDENT INTERNSHIP PROGRAM, THE IN-CLASSROOM TRUMAN FOOTLOCKER PROGRAM, EDUCATOR WORKSHOPS, THE ANNUAL WEEK-LONG SUMMER TEACHER CONFERENCE, AND A PRESIDENTIAL TRIVIA CONTEST. THANKS TO GENEROUS DONOR SUPPORT, THE "EXPANDING PRESIDENT TRUMAN'S CLASSROOM FOR DEMOCRACY INITIATIVE" INCLUDES NEW DOCENT TRAINING, REBRANDING OF STUDENT AND TEACHER RESOURCE MATERIALS, CURRICULUM STANDARD REVIEWS AND NEW PROMOTIONAL BROCHURES AND VIDEOS. TRUMAN'S RESEARCH GRANTS PROGRAM CONTINUES TO ATTRACT TOP SCHOLARS AND EXPAND OUR UNDERSTANDING OF TRUMAN AND HIS CONSEQUENTIAL PRESIDENCY. SINCE OPENING IN 1959, THE LIBRARY'S RESEARCH ROOM HAS WELCOMED MORE THAN 15,000 HISTORIANS, WRITERS, AND SCHOLARS FROM MORE THAN 40 NATIONS. FROM THE BEGINNING AND TO THE PRESENT, THE INSTITUTE HAS PROVIDED MORE THAN $3.3 MILLION IN FINANCIAL SUPPORT TO RESEARCHERS. TODAY, RESEARCH GRANTS, AWARDS, AND FELLOWSHIPS PROVIDE CRUCIAL ASSISTANCE TO EMERGING AND ESTABLISHED SCHOLARS WHOSE CONTRIBUTIONS ILLUMINATE THE CRITICAL ISSUES OF TRUMAN'S PRESIDENCY AND LEGACY.DISSERTATION YEAR FELLOWSHIPS SUBSIDIZE A DOCTORAL STUDENT'S TEACHING OR EMPLOYMENT INCOME TO FACILITATE THE COMPLETION OF A DISSERTATION THAT INCLUDES HISTORICAL SCHOLARSHIP OF TRUMAN'S CAREER OR TIME PERIOD. THE SCHOLAR'S AWARD SUPPLEMENTS TEACHING OR EMPLOYMENT SALARIES FOR ESTABLISHED SCHOLARS WORKING ON SOME ASPECT OF TRUMAN OR PUBLIC AND FOREIGN POLICY ISSUES PROMINENT DURING HIS TIME. RESEARCH GRANTS, INCLUDING THE JOHN K. HULSTON SCHOLARSHIP, OFFSET THE COST OF CONDUCTING ONSITE RESEARCH AT THE TRUMAN LIBRARY. THE BIENNIAL HARRY S. TRUMAN BOOK AWARD RECOGNIZES THE BEST BOOK PUBLISHED WITHIN A TWO-YEAR PERIOD DEALING PRIMARILY AND SUBSTANTIALLY WITH TRUMAN OR THE HISTORY OF THE UNITED STATES DURING HIS PRESIDENCY.THE INSTITUTE AIMS TO FULFILL PRESIDENT TRUMAN'S WISHES FOR HIS LIBRARY BY ENSURING ACCESS TO HIS PAPERS AND THE STUDY OF THE PRESIDENCY. TO ACCOMPLISH HIS WISHES FOR TODAY AND THE FUTURE, THE INSTITUTE SPONSORS COLLECTION, PRESERVATION, CONSERVATION AND DIGITAL ARCHIVES SUPPORT. 854749 SEE SCHEDULE OPUBLIC OUTREACH PROGRAMS AND COMMUNITY EVENTS: WITH THE GOAL OF INFORMING AND ENGAGING LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL AUDIENCES, THE TRUMAN LIBRARY AND INSTITUTE PRESENT DISTINGUISHED AUTHORS, HISTORIANS, JOURNALISTS, AND DIGNITARIES IN LECTURES, PANEL DISCUSSIONS, AND SIGNATURE EVENTS. THROUGH THESE ACTIVITIES, THE LIBRARY AND INSTITUTE STRIVE TO INCREASE ATTENDANCE NUMBERS, VISIBILITY, AND ITS NETWORK OF FRIENDS, WHILE ALSO INSPIRING AUDIENCES TO PLAY A ROLE IN SHAPING OUR NATION'S FUTURE. PROGRAM PRESENTERS HAVE INCLUDED U.S. PRESIDENTS, SECRETARIES OF STATE AND DEFENSE, AMBASSADORS, SENATORS, CONGRESSMEN, AND GENERALS. INSTITUTE SIGNATURE PROGRAM EVENTS: - OCTOBER 6, 2022 - THE TRUMAN MEDAL FOR ECONOMIC POLICY AWARDED TO ROGER W. FERGUSON, JR. FOR EXTRAORDINARY ACHIEVEMENT IN THE FORMATION AND CONDUCT OF ECONOMIC POLICY. THIS EVENT IS HELD IN PARTNERSHIP WITH THE ECONOMIC CLUB OF KANSAS CITY, THE HENRY W. BLOCH SCHOOL OF MANAGEMENT, AND THE MISSOURI COUNCIL ON ECONOMIC EDUCATION. - NOVEMBER 30, 2022 - THE ANNUAL HOWARD AND VIRGINIA BENNETT FORUM ON THE PRESIDENCY FEATURED HISTORIAN AND AUTHOR JON MEACHAM IN CONVERSATION WITH DAVID VON DREHLE. THE PROGRAM GARNERED THE BEST ATTENDANCE EVER WITH 1,100 IN-PERSON AND 250 LIVE-STREAM ATTENDEES. - APRIL 20, 2023 - WILD ABOUT HARRY GALA - REVENUES SURPASSED MORE THAN $1,000,000 FOR THE FIRST TIME! IN-PERSON ATTENDANCE WAS ESTIMATED AT 950 (AN ALL-TIME RECORD). PRESIDENTIAL HISTORIAN DORIS KEARNS GOODWIN WAS THE KEYNOTE SPEAKER. RETIRED U.S. NAVY FOUR-STAR ADMIRAL MICHELLE HOWARD WAS THE HARRY S. TRUMAN LEGACY OF LEADERSHIP HONOREE. - SEPTEMBER 20, 2023 BOOK EVENT - 2022 TRUMAN BOOK AWARD WINNER CHRISTIAN OSTERMANN GAVE A PUBLIC PROGRAM ON HIS BOOK "BETWEEN CONTAINMENT AND ROLLBACK: THE UNITED STATES AND THE COLD WAR IN GERMANY."75TH ANNIVERSARY OF THE TRUMAN PRESIDENCY COMMEMORATIVE EVENTS: - MAY 11, 2023 - RECOGNITION OF ISRAEL PUBLIC EVENT AT THE TRUMAN LIBRARY WITH ISRAELI AMBASSADOR TO THE UNITED STATES MICHAEL HERZOG GIVING THE KEYNOTE ADDRESS. - JUNE 15,2023 BOOK EVENT (BERLIN AIRLIFT, COLD WAR): WORLD CHESS CHAMPION AND A CONTRIBUTING EDITOR OF THE WALL STREET JOURNAL GARRY KASPAROV GAVE A PUBLIC TALK ON HIS BOOK, "WINTER IS COMING: WHY VLADIMIR PUTIN AND THE ENEMIES OF THE FREE WORLD MUST BE STOPPED." - JULY 12, 2023 BOOK EVENT - AUTHOR A.J. BAIME GAVE A PUBLIC TALK ON HIS BOOK, "DEWEY DEFEATS TRUMAN: THE 1948 ELECTION AND THE BATTLE FOR AMERICA'S SOUL." - JULY 26-28, 2023 - THE TRUMAN LIBRARY INSTITUTE HOSTED THE TRUMAN CIVIL RIGHTS SYMPOSIUM. FOR THREE DAYS IN WASHINGTON, D.C., THE COUNTRY ACKNOWLEDGED AND CELEBRATED ITS FIRST CIVIL RIGHTS PRESIDENT IN A NATIONAL COMMEMORATION WORTHY OF THIS MAJOR MILESTONE IN AMERICAN HISTORY: TRUMAN'S EXECUTIVE ORDERS ISSUED ON JULY 26, 1948, ENDING 172 YEARS OF RACIAL SEGREGATION IN THE U.S. ARMED FORCES AND FEDERAL WORKFORCE. SIX EVENTS WERE HELD AT FOUR ACCLAIMED VENUES: THE GEORGE WASHINGTON UNIVERSITY, THE LIBRARY OF CONGRESS, THE NATIONAL ARCHIVES, AND THE SMITHSONIAN'S NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE. HIGHLIGHTS INCLUDE 2 YEARS OF PLANNING; 49 PRESENTERS, MODERATORS, PANELISTS, AND SPEAKERS, INCLUDING AN OPENING VIDEO BY PRESIDENT BARACK OBAMA AND IN-PERSON KEYNOTE SPEECH BY PRESIDENT JOE BIDEN; 522 IN-PERSON ATTENDEES; MORE THAN 19,700 SOCIAL MEDIA MENTIONS OF TRUMAN'S EXECUTIVE ORDER #9981; MORE THAN 235,000 SYMPOSIUM VIDEO VIEWS.DURING FISCAL YEAR 2023, HUNDREDS OF THOUSANDS OF PEOPLE WERE REACHED VIA IN-PERSON PROGRAMMING, WEBCASTS, RADIO INTERVIEWS, TELEVISION BROADCASTS, E-NEWS, AND SOCIAL MEDIA INITIATIVES. 47796 SEE SCHEDULE OTEMPORARY EXHIBITIONS: GEORGE W. BUSH'S "PORTRAITS IN COURAGE: A COMMANDER IN CHIEF'S TRIBUTE TO AMERICA'S WARRIORS" ON DISPLAY AT THE TRUMAN LIBRARY FROM OCTOBER 13 THROUGH DECEMBER 31, 2022. A VIBRANT COLLECTION OF 66 OIL PAINTINGS AND STORIES BY PRESIDENT GEORGE W. BUSH HONORING THE SACRIFICE AND COURAGE OF AMERICA'S MILITARY VETERANS. 14,574 VISITORS. "ROOTED AMONG THE ASHES: HIBAKUJUMOKU / A-BOMBED TREES" EXHIBITION ON DISPLAY AT THE TRUMAN LIBRARY FROM MARCH 31 THROUGH DECEMBER 31, 2023 (EXTENDED UNTIL APRIL 30, 2024). FASCINATING EXHIBITION FEATURING THE PHOTOGRAPHY ART OF KATY MCCORMICK PORTRAYING THE SURVIVOR TREES, OR HIBAKUJUMOKU, SUBJECTED TO THE FIRST USE OF ATOMIC BOMBS IN 1945. THE RECENTLY RENOVATED $29 MILLION MUSEUM EXHIBITION SIGNIFICANTLY ENHANCES THE VISITOR EXPERIENCE. AN EXPANSION TO THE LIBRARY'S EAST SIDE REORIENTS THE MUSEUM ENTRANCE, PLACING A DRAMATIC EMPHASIS ON THE COURTYARD AND THE TRUMANS' GRAVESITES. NOW CONCENTRATED ENTIRELY ON ONE FLOOR, THE NEW "HARRY S. TRUMAN: AN ORDINARY MAN, HIS EXTRAORDINRY JOURNEY" IS A 12,400-SQUARE-FOOT PERMANENT EXHIBITION THAT FOCUSES ON TRUMAN'S LIFE BEFORE, DURING, AND AFTER HIS PRESIDENCY WITH TECHNOLOGICAL UPGRADES, HANDS-ON INTERACTIVE ELEMENTS, NEVER-BEFORE-SEEN ARTIFACTS, UPDATED SCHOLARSHIP, AND A COMPREHENSIVE EDUCATIONAL STRATEGY. THE FIRST-FLOOR EXHIBITION INCLUDES 230 ARTIFACTS PLUS SEVERAL HUNDRED FACSIMILES OF DOCUMENTS, LETTERS, AND HANDWRITTEN MATERIALS. HIGHLIGHTS INCLUDE: - IMMERSIVE SOUND-AND-LIGHT THEATERS DEPICTING WORLD WAR I AND THE COLD WAR - 14-FOOT INTERACTIVE GLOBE EXPLORING THE HARD PROBLEMS OF PEACE FOLLOWING WORLD WAR II - EXPANDED INSIGHT ON TRUMAN'S LEADERSHIP ON CIVIL RIGHTS AND THE RECOGNITION OF ISRAEL - FRESH PERSPECTIVE ON TRUMAN'S FAMILY, INCLUDING BESS TRUMAN'S ROLE AS ADVISOR AND CONFIDANTE - LOYALTY REVIEW BOARD ROLE-PLAYING GAME WHERE PLAYERS UNCOVER GOVERNMENT DISLOYALTY DURING THE RED SCARE - INCREASED STORYTELLING AND NEVER-BEFORE-SEEN ARTIFACTS FROM THE KOREAN WARADDITIONALLY, THE TRUMAN LIBRARY INSTITUTE OFFERS TRAVELING EXHIBITIONS AVAILABLE FOR SHOWING: - HARRY S. TRUMAN AND THE BIRTH OF ISRAEL - ONE OF THE MOST DEFINING MOMENTS OF PRESIDENT TRUMAN'S TENURE WAS HIS EXECUTIVE ACTION TO EXTEND DE FACTO DIPLOMATIC RECOGNITION TO THE STATE OF ISRAEL ON MAY 14, 1948, JUST 11 MINUTES AFTER THAT NATION DECLARED INDEPENDENCE. THIS EXHIBIT EXPLORES THE HISTORICAL, CULTURAL, AND PERSONAL FACTORS THAT WENT INTO THE DECISION, WHICH WAS AN EXTREMELY CONTENTIOUS ISSUE AMONG TRUMAN'S CABINET AND ADVISORS. - HARRY S. TRUMAN: KANSAS CITY'S COMMANDER IN CHIEF - THIS EXHIBIT EXPLORES THE CHALLENGES PRESIDENT TRUMAN FACED, THE DECISIONS HE MADE THAT SHAPED OUR DEMOCRACY, AND THE MILESTONES THAT SEALED HIS PLACE IN HISTORY AS ONE OF OUR NATION'S GREATEST PRESIDENTS. - TO SECURE THESE RIGHTS: HARRY TRUMAN AND CIVIL RIGHTS - HARRY TRUMAN BECAME THE FIRST PRESIDENT TO AUTHORIZE A CIVIL RIGHTS COMMITTEE, SPEAK BEFORE THE NAACP, CALL FOR ANTI-LYNCHING LAWS AND AN END TO POLL TAXES. WHEN CONGRESS FAILED TO ACT, TRUMAN ISSUED EXECUTIVE ORDERS #9980 AND #9981, DESEGREGATING THE ARMED FORCES AND CIVILIAN GOVERNMENT WORKFORCE. THIS EXHIBIT EXPLORES THE NATION'S STRUGGLE TO SAFEGUARD CONSTITUTIONAL RIGHTS. 3324323 29920 PUBLIC RELATIONS AND ADVERTISING, DOCUMENTARY ACCESS, VOLUNTEER AND INTERN PROGRAM, MUSEUM ARTIFACT/DOCUMENT ACQUISITION, PREVENTATIVE MAINTENANCE, US CAPITAL ROTUNDA TRUMAN STATUE, EXTERIOR LANDSCAPING, MISC. 3324323 29920 4535592 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 32 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X LISA SULLIVAN 8164001212 5151 TROOST AVENUE KANSAS CITY MO 64110 MORGAN A BURDEN EXECUTIVE DIRECTOR/EX OFFICIO DIRECTOR 40.00 X X 253250 0 67309 PATRICK OTTENSMEYER CHAIRMAN/DIRECTOR 1.00 X X 0 0 0 ADAM P SACHS VICE CHAIR/DIRECTOR 1.00 X X 0 0 0 EILEEN WEIR VICE CHAIR/DIRECTOR 1.00 X X 0 0 0 LISA HARDWICK SECRETARY/DIRECTOR 1.00 X X 0 0 0 THOMAS R WILLARD TREASURER/DIRECTOR 1.00 X X 0 0 0 MERILYN BERENBOM DIRECTOR 1.00 X 0 0 0 PAUL M BLACK DIRECTOR 1.00 X 0 0 0 DAVID CAMPBELL DIRECTOR 1.00 X 0 0 0 MAUREEN MCMEEL CARROLL DIRECTOR 1.00 X 0 0 0 DAN CRUMB DIRECTOR 1.00 X 0 0 0 CLIFTON TRUMAN DANIEL HONORARY CHAIR 1.00 X 0 0 0 JOSH EARNEST DIRECTOR 1.00 X 0 0 0 KARI FREDERICKSON DIRECTOR 1.00 X 0 0 0 KURT GRAHAM EX OFFICIO DIRECTOR 1.00 X 0 0 0 GREG GUNDERSON DIRECTOR 1.00 X 0 0 0 HARVEY L KAPLAN DIRECTOR 1.00 X 0 0 0 CHARLOTTE KEMPER BLACK DIRECTOR 1.00 X 0 0 0 KAY MARTIN DIRECTOR 1.00 X 0 0 0 BRIDGET MCCANDLESS DIRECTOR 1.00 X 0 0 0 MADELEINE MCDONOUGH DIRECTOR 1.00 X 0 0 0 CHRISTOPHER NELSON DIRECTOR 1.00 X 0 0 0 LEIGH NOTTBERG DIRECTOR 1.00 X 0 0 0 KAREN D PACK DIRECTOR 1.00 X 0 0 0 JASON C PARKER DIRECTOR 1.00 X 0 0 0 JAMES D RINE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER ROSSON DIRECTOR 1.00 X 0 0 0 DONALD L SCOTT DIRECTOR 1.00 X 0 0 0 NEAL SHARMA DIRECTOR 1.00 X 0 0 0 MARNY SHERMAN DIRECTOR 1.00 X 0 0 0 MEYER SOSLAND DIRECTOR 1.00 X 0 0 0 TIMOTHY W TRIPLETT DIRECTOR 1.00 X 0 0 0 DAVID J VON DREHLE DIRECTOR 1.00 X 0 0 0 LISA A SULLIVAN CFO/CAO 40.00 X 140100 0 36602 393350 0 103911 2 0 1 0 FUND RAISING STRATEGIES INC 1420 SPRING HILL RD MCLEAN VA 22102 FUNDRAISING 1033853 STRATEGIC CAPITOL CONSULTING 18500 EDISON AVE SUITE 200 CHESTERFIELD MO 63005 FUNDRAISING 248000 AMH PRINT GROUP LLC 8022 MECHANICSVILLE TPKE MECHANICSVILLE VA 23111 PRINTING 112307 3 310807 955295 2230472 2048909 24985 5545483 WHITE HOUSE DECISION CENTER REVEN 611710 56466 56466 56466 406282 406282 14816164 15643686 -827522 -827522 -827522 71250 955295 263188 -191938 -191938 MISCELLANEOUS INCOME 900099 29920 29920 29920 5018691 86386 0 -613178 X 41260 41260 37621 37621 540463 195215 251808 93440 529643 363229 26363 140051 34902 22342 844 11716 162410 72311 9828 80271 66194 36665 14143 15386 26150 26150 38150 38150 438983 438983 48423 48423 51445 51445 284428 284428 121522 8574 84257 28691 17579 17579 9779 9779 22675 22675 CAPITAL PROJECTS 2235188 2235188 FUNDRAISING OTHER DIREC 1078035 1078035 PUBLIC PROGRAMS 842536 842536 WHITE HOUSE DECISION CE 114714 114714 290043 263930 26113 7032143 4535592 583865 1912686 198232 109257 2174973 1402700 122900 104261 30792 18639 14475906 15614887 0 196071 16879903 17341554 181851 389058 146279 109568 0 147124 328130 645750 X 7753683 9037048 8798090 7658756 16551773 16695804 16879903 17341554 -2013452 2157483 0 X 0 1 X 1 0 X 4166547 12435971 9009211 3033440 5545483 34190652 4166547 12435971 9009211 3033440 5545483 34190652 4228855 29961797 331389 287379 213316 297506 406282 1535872 35726524 302114 0.83860 0.76560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8114274 1023762 644732 8493304 10653302 40000 -1956709 622319 8114274 8402024 1095000 1601233 444955 10653302 8091633 25000 668952 383561 8402024 8100333 150000 341786 500486 8091633 0.37850 0.46670 0.15480 1 0 57386 49618 7768 65514 54643 10871 18639 LONG-TERM PORTION OF OPERATING LEASE LIABILITY 147124 147124 7439362 2157483 263188 2420671 5018691 0 5018691 7295331 263188 263188 7032143 0 7032143 PART V, LINE 4: THE INTENDED PURPOSE OF THE ENDOWMENT IS TO CONTINUE TO PROVIDE CONTINUOUS SUPPORT TO THE INSTITUTE, THE HARRY S. TRUMAN LIBRARY AND MUSEUM, AND TO PROMOTE THE LEGACY OF HARRY S. TRUMAN. THE INSTITUTE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PRESERVE AND ENHANCE THE PURCHASING POWER OF THE ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED ENDOWMENT FUNDS THE INSTITUTE MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PERIODS, AS WELL AS THOSE OF BOARD DESIGNATED ENDOWMENT FUNDS. UNDER THE INSTITUTE'S POLICIES, ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE A MODERATE RETURN WHILE ASSUMING A MINIMAL LEVEL OF INVESTMENT RISK. THE INSTITUTE HAS A POLICY (THE SPENDING POLICY) OF APPROPRIATING FOR EXPENDITURES EACH YEAR: AN AMOUNT EQUAL TO 4% OF THE TRAILING 12-QUARTER AVERAGE MARKET VALUE OF THE ASSETS IN THE VARIOUS ENDOWMENT AND OTHER FUND ACCOUNTS THAT ARE SUBJECT TO THE INSTITUTE'S STATEMENT OF INVESTMENT POLICY AND OBJECTIVE WILL BE DISTRIBUTED ANNUALLY TO SUPPORT THE INSTITUTE'S BUDGETED EXPENDITURES. THIS DISTRIBUTION PERCENTAGE WILL BE APPLIED PURSUANT TO THE ABOVE FORMULA TO EACH INDIVIDUAL ACCOUNT NOT SUBJECT TO INCOME RESTRICTIONS OR OTHER PAYOUT AGREEMENTS, WHICH WOULD SUPERCEDE THE DISTRIBUTION POLICY. KEMPTON ENDOWMENT: PER THE TERMS OF GRETA KEMPTON'S 1991 WILL, 25% OF HER ESTATE GIFT WAS USED BY THE INSTITUTE FOR ITS GENERAL PURPOSES. THE REMAINING 75% CORPUS IS HELD IN A PERMANENTLY RESTRICTED ENDOWMENT FUND WITH THE INCOME THERE FROM TO BE USED BY THE INSTITUTE FOR ITS GENERAL PURPOSES. THE UNRESTRICTED INVESTMENT INCOME CAN BE EXPENDED DURING THE FISCAL YEAR FOR PURPOSES DEEMED APPROPRIATE AND NECESSARY BY THE INSTITUTE'S BUDGET, FINANCE AND INVESTMENT COMMITTEE. JOHNSTON ENDOWMENT: TERMS STATE THAT THE CORPUS IS PERMANENTLY RESTRICTED. INVESTMENT INCOME IS TEMPORARILY RESTRICTED TO SUBSIDIZE EXPENSES ASSOCIATED WITH THE ANNUAL "HOWARD AND VIRGINIA BENNETT FORUM ON THE PRESIDENCY." ADDITIONALLY, INVESTMENT INCOME CAN BE EXPENDED TO SUPPORT AN ANNUAL ARCHIVAL RESEARCH INTERNSHIP. BOARD-DESIGNATED ENDOWMENT FUND, WHICH RESULTS FROM AN INTERNAL DESIGNATION, IS NOT DONOR-RESTRICTED AND IS CLASSIFIED AS UNRESTRICTED NET ASSETS. UP TO 5% OF THE FUND'S PRINCIPAL CAN BE EXPENDED ON AN ANNUAL BASIS. THESE ASSETS MAY BE EARMARKED FOR FUTURE PROGRAMS, PURCHASE OR CONSTRUCTION OF FIXED ASSETS, CONTINGENCIES OR OTHER USES AS DETERMINED BY THE INSTITUTE'S EXECUTIVE COMMITTEE OR BOARD OF DIRECTORS WITH PRIOR RECOMMENDATION FROM THE BUDGET, FINANCE AND INVESTMENT COMMITTEE. SPECIAL EXCEPTIONS TO THIS POLICY TO ALLOW FURTHER REDUCTION OF THE PRINCIPAL WILL BE APPROVED BY A FORMAL VOTE OF THE INSTITUTE'S BOARD OF DIRECTORS. HULSTON FAMILY ENDOWMENT: IN FY13, THE HULSTON FAMILY FOUNDATION DONATED $50,000 TO THE INSTITUTE FOR THE PURPOSE OF ESTABLISHING A PERMANENTLY RESTRICTED ENDOWMENT FUND. THE TERMS AND CONDITIONS ESTABLISHED WITH THE DONOR STIPULATE THAT THE INITIAL $50,000 GIFT WILL BE PRESERVED IN PERPETUITY WHILE THE INVESTMENT INCOME WILL BE USED TO FUND A SPECIAL $2,500 JOHN K. HULSTON SCHOLARSHIP ON AN ANNUAL BASIS. WHEN NECESSARY, THE INSTITUTE AGREES TO SUPPLEMENT THE INVESTMENT PROCEEDS FROM THE HULSTON ENDOWMENT FUND WITH GENERAL UNRESTRICTED FUNDS TO ENSURE THAT THIS GRANT IS AVAILABLE EACH YEAR. HUNKELER FAMILY ENDOWMENT: IN FY18, THE HUNKELER FAMILY ESTABLISHED A PERMANENTLY RESTRICTED $350,000 ENDOWMENT FUND. THE TERMS AND CONDITIONS ESTABLISHED WITH THE DONOR STIPULATE THAT THE $350,000 GIFT WILL BE USED TO ENDOW THE INSTITUTE'S SCHOLAR'S AWARD AND THE TRUMAN BOOK AWARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 263,188. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 263,188. 0 0 0 0 0 0 0 0 0 0 RESEARCH GRANT EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 6 21052 CHECK, WIRE TRANSFER 2023 HULSTON SCHOLARSHIP GRANT NORTH AMERICA 1 3929 CHECK, WIRE TRANSFER 2022 HULSTON SCHOLARSHIP GRANT EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 1 3929 CHECK, WIRE TRANSFER RESEARCH GRANT EAST ASIA AND THE PACIFIC 1 3929 CHECK, WIRE TRANSFER RESEARCH GRANT SOUTH AMERICA 1 3929 CHECK, WIRE TRANSFER RESEARCH GRANT RUSSIA AND NEIGHBORING STATES 1 853 CHECK, WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: AS PART OF OUR MISSION, TRUMAN LIBRARY INSTITUTE GRANTS & AWARDS ARE GIVEN FOR THE PURPOSE OF SUPPORTING SCHOLARSHIP BASED ON SOME ASPECT OF THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. SELECTION IS MADE BY THE INSTITUTE'S COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION. FUNDING DECISIONS, VIA AN APPLICATION PROCESS, ARE BASED ON QUALITY, ORIGINALITY, SIGNIFICANCE OF THE PROJECT AND ITS RELATIONSHIP TO THE EXSITING TRUMAN HISTORIOGRAPHY, AND TWO LETTERS OF REFERENCE. RESEARCH GRANTS, AWARDED BIANNUALLY IN APRIL AND OCTOBER, REQUIRE TRAVEL TO THE TRUMAN LIBRARY FOR STUDY OF ITS ARCHIVAL COLLECTIONS. ONE-TIME PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE UPON COMPLETION OF THE RESEARCH TRIP AND DO NOT REQUIRE ANY FURTHER MONITORING. THE SPRING ROUND OF RESEARCH GRANTS INCLUDES THE AWARD OF ONE ENDOWED JOHN K. HULSTON SCHOLARSHIP, WHICH PROVIDES $2,500 TO SUPPORT RESEARCH FOR A SINGLE PROJECT REQUIRING TRAVEL TO THE TRUMAN LIBRARY AND ADDITIONAL ARCHIVAL REPOSITORIES. CONVENTIONAL RESEARCH GRANT GUIDELINES AND EXPECTATIONS APPLY; HOWEVER, APPLICANTS ARE ALSO REQUIRED TO SUBMIT A DETAILED PROJECT BUDGET OUTLINING THE ADDITIONAL REPOSITORIES TO BE CONSULTED AND HOW MATERIALS AT THOSE REPOSITORIES FIT INTO THE LARGER PROJECT. DECISIONS REGARDING SELECTION OF DISSERTATION YEAR FELLOWSHIP AND SCHOLAR'S AWARD WINNERS ARE MADE VIA A SIMILAR APPLICATION PROCESS. DISSERTATION YEAR FELLOWSHIP PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE IN TWO INSTALLMENTS. SCHOLAR'S AWARD PAYMENTS CAN BE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE OR THEIR INSTITUTION AND ARE PAYABLE IN TWO INSTALLMENTS. AWARDEES ARE REQUIRED TO SUBMIT A PROGRESS REPORT ON THE WORK DONE NO LATER THAN SIX MONTHS FROM ISSUANCE OF THE SECOND INSTALLMENT. AWARDEES AGREE TO THE STIPULATION TO PROVIDE THE TRUMAN LIBRARY WITH COPIES OF ANY PUBLICATION RESULTING FROM RESEARCH SUPPORTED BY ONE OF THE INSTITUTE'S GRANTS OR AWARDS. THE HARRY S. TRUMAN BOOK AWARD IS GIVEN IN RECOGNITION OF THE BEST BOOK PUBLISHED WITHIN A TWO-YEAR PERIOD THAT DEALS PRIMARILY AND SUBSTANTIALLY WITH THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. PUBLISHERS ARE REQUIRED TO SUBMIT FIVE COPIES OF AN APPROPRIATE ENTRY TO THE COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION FOR EVALUATION AND AWARD SELECTION. AWARDS ARE GIVEN IN EVEN-NUMBERED YEARS. ONE-TIME PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE AND REQUIRE NO FURTHER MONITORING. PART III ACCOUNTING METHOD: X X X X X X X 0 STRATEGIC CAPITOL CONSULTING 18500 EDISON AVE SUITE 200 CHESTERFIELD MO 63005 FUNDRAISING 0 2000000 248000 1752000 FUND RAISING STRATEGIES INC 1420 SPRING HILL RD MCLEAN VA 22102 FUNDRAISING 1 1546865 1116365 430500 3546865 1364365 2182500 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WI WV WILD ABOUT HARRY 1026545 955295 71250 125494 3600 134094 1026545 955295 71250 125494 3600 134094 263188 -191938 SCHEDULE G, PART I, LINE 2B, COLUMN (V) STRATEGIC CAPITOL CONSULTING WAS HIRED TO RAISE FUNDS FOR THE RENOVATION OF THE HARRY S. TRUMAN PRESIDENTIAL LIBRARY. THIS OUTSIDE FUNDRAISING WAS USED TO SECURE FUTURE CONDITIONAL CONTRIBUTIONS FROM THE STATE OF MISSOURI. THE INSTITUTE HAS ENGAGED FUND RAISING STRATEGIES, INC. TO CONDUCT ITS NATIONAL DIRECT MAIL MARKETING INITIATIVE. DIRECT MAIL MARKETING CAN REACH A WIDER DEMOGRAPHIC THAN ELECTRONIC ADVERTISING IF THE TARGET AUDIENCE IS LESS LIKELY TO USE SOCIAL MEDIA OR EMAIL. THIS FORM OF TRADITIONAL MARKETING CAN IDENTIFY PROSPECTS AND HELP TURN THEM INTO POTENTIAL DONORS WHEN ALL ELECTRONIC ADS WOULD HAVE MISSED THEM COMPLETELY. TO DATE, THE INSTITUTE HAS RECEIVED GIFTS FROM MORE THAN 47,000 DIRECT MAIL DONORS. OTHER BENEFITS INCLUDE VIRTUAL PROGRAM ATTENDANCE INCREASING EXPONENTIALLY AND MANY OF THESE NEWER DONORS ARE SUPPORTING THE INSTITUTE DIRECTLY WITH ANNUAL MEMBERSHIPS AND UNRESTRICTED GIFTS. FY23 FUND RAISING STRATEGIES DIRECT MAIL EXPENSES TOTALING $1,116,365: - AGENCY FEE: 15% - POSTAGE, PRINTING, FULFILLMENT, MAILHOUSE, PREMIUMS, LIST RENTAL, ADVERTISING: 79% - DATA PROCESSING, BOOKKEEPING, BACK-END, ALL OTHER: 6% FY23 STRATEGIC CAPITAL CONSULTING FEES TOTAL $248,000 OTHER DIRECT FY23 FUNDRAISING EXPENSES TOTAL $152,653 1 DISSERTATION YEAR FELLOWSHIP 1 16000 RESEARCH GRANT 15 25259 PART I, LINE 2: AS PART OF OUR MISSION, TRUMAN LIBRARY INSTITUTE GRANTS & AWARDS ARE GIVEN FOR THE PURPOSE OF SUPPORTING SCHOLARSHIP BASED ON SOME ASPECT OF THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. SELECTION IS MADE BY THE INSTITUTE'S COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION. FUNDING DECISIONS, VIA AN APPLICATION PROCESS, ARE BASED ON QUALITY, ORIGINALITY, SIGNIFICANCE OF THE PROJECT AND ITS RELATIONSHIP TO THE EXSITING TRUMAN HISTORIOGRAPHY, AND TWO LETTERS OF REFERENCE. RESEARCH GRANTS, AWARDED BIANNUALLY IN APRIL AND OCTOBER, REQUIRE TRAVEL TO THE TRUMAN LIBRARY FOR STUDY OF ITS ARCHIVAL COLLECTIONS. ONE-TIME PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE UPON COMPLETION OF THE RESEARCH TRIP AND DO NOT REQUIRE ANY FURTHER MONITORING. THE SPRING ROUND OF RESEARCH GRANTS INCLUDES THE AWARD OF ONE ENDOWED JOHN K. HULSTON SCHOLARSHIP, WHICH PROVIDES $2,500 TO SUPPORT RESEARCH FOR A SINGLE PROJECT REQUIRING TRAVEL TO THE TRUMAN LIBRARY AND ADDITIONAL ARCHIVAL REPOSITORIES. CONVENTIONAL RESEARCH GRANT GUIDELINES AND EXPECTATIONS APPLY; HOWEVER, APPLICANTS ARE ALSO REQUIRED TO SUBMIT A DETAILED PROJECT BUDGET OUTLINING THE ADDITIONAL REPOSITORIES TO BE CONSULTED AND HOW MATERIALS AT THOSE REPOSITORIES FIT INTO THE LARGER PROJECT. DECISIONS REGARDING SELECTION OF DISSERTATION YEAR FELLOWSHIP AND SCHOLAR'S AWARD WINNERS ARE MADE VIA A SIMILAR APPLICATION PROCESS. DISSERTATION YEAR FELLOWSHIP PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE IN TWO INSTALLMENTS. SCHOLAR'S AWARD PAYMENTS CAN BE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE OR THEIR INSTITUTION AND ARE PAYABLE IN TWO INSTALLMENTS. AWARDEES ARE REQUIRED TO SUBMIT A PROGRESS REPORT ON THE WORK DONE NO LATER THAN SIX MONTHS FROM ISSUANCE OF THE SECOND INSTALLMENT. AWARDEES AGREE TO THE STIPULATION TO PROVIDE THE TRUMAN LIBRARY WITH COPIES OF ANY PUBLICATION RESULTING FROM RESEARCH SUPPORTED BY ONE OF ITS GRANTS OR AWARDS. THE HARRY S. TRUMAN BOOK AWARD IS GIVEN IN RECOGNITION OF THE BEST BOOK PUBLISHED WITHIN A TWO-YEAR PERIOD THAT DEALS PRIMARILY AND SUBSTANTIALLY WITH THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. PUBLISHERS ARE REQUIRED TO SUBMIT FIVE COPIES OF AN APPROPRIATE ENTRY TO THE COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION FOR EVALUATION AND AWARD SELECTION. AWARDS ARE GIVEN IN EVEN-NUMBERED YEARS. ONE-TIME PAYMENTS ARE DISPERSED DIRECTLY AND PAYABLE TO THE AWARDEE AND REQUIRE NO FURTHER MONITORING. X X X 0 0 0 0 0 0 0 0 0 MORGAN A BURDEN EXECUTIVE DIRECTOR/EX OFFICIO DIRECT 253250 0 0 0 0 0 18113 0 49196 0 320559 0 0 0 LISA A SULLIVAN CFO/CAO 140100 0 0 0 0 0 9975 0 26627 0 176702 0 0 0 X 1 24985 FMV 0 0 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: OUR MISSION IS TO BRING THE LIFE AND LEGACY OF HARRY S. TRUMAN TO BEAR ON CURRENT AND FUTURE GENERATIONS THROUGH THE UNDERSTANDING OF HISTORY, THE PRESIDENCY, DOMESTIC AND FOREIGN POLICY, AND CITIZENSHIP. OUR VISION IS TO INSPIRE, ENRICH, AND EMPOWER PEOPLE THROUGH THE MANY RESOURCES OF THE HARRY S. TRUMAN PRESIDENTIAL LIBRARY AND MUSEUM. EACH YEAR, MUSEUM VISITORS, PROGRAM PARTICIPANTS, RESEARCHERS, STUDENTS, AND TEACHERS BENEFIT FROM WORLD-CLASS MUSEUM EXHIBITS, NATIONALLY ACCLAIMED EDUCATION PROGRAMS, PUBLIC OUTREACH PROGRAMS, RESEARCH GRANTS, AND MORE. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S BUDGET, FINANCE, AND INVESTMENT COMMITTEE AND ALSO ALL ACCOUNTING PERSONNEL. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S BUDGET, FINANCE, AND INVESTMENT COMMITTEE AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C AT THE TIME OF HIRE OR ELECTION (IN THE CASE OF DIRECTORS) AND ANNUALLY HEREAFTER, THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES SHALL PROVIDE THE APPLICABLE CONFLICT OF INTEREST DISCLOSURES WHICH WILL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH IT IS BELIEVED A CONFLICT MAY ARISE. IF A CONFLICT ARISES, THE OFFICER, DIRECTOR, OR KEY EMPLOYEE ABSTAINS FROM THE VOTE OF THE CONFLICTED TRANSACTION. AN APPROPRIATE REPORT SHALL BE SUBMITTED TO THE BOARD'S EXECUTIVE COMMITTEE CONCERNING ANY CONFLICT OF INTEREST DISCLOSED FOR MONITORING. FORM 990, PART VI, SECTION B, LINE 15 THE TRUMAN LIBRARY INSTITUTE UTILIZES THE FOLLOWING: 1. COLLECTION AND USE OF COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS OR INSTITUTIONS WHICH CAN INCLUDE LOCAL AND REGIONAL NONPROFITS AND MUSEUMS, AS WELL AS REGIONAL AND NATIONAL PRESIDENTIAL LIBRARY FOUNDATIONS. BASE SALARIES WILL BE POSITIONED TO QUALIFICATIONS, EXPERIENCE, PERFORMANCE AND TENURE. 2. THE BOARD CHAIR, IN CONSULTATION WITH THE TREASURER, WILL DETERMINE THE TOTAL COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR SHALL MAKE RECOMMENDATIONS FOR THE SALARIES AND INCENTIVE PAYMENTS FOR OTHER EXECUTIVES OR SALARIED EMPLOYEES. THESE AGGREGATE AMOUNTS WILL BE PROVIDED ANNUALLY TO THE BUDGET, FINANCE AND INVESTMENT COMMITTEE, THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS FOR APPROVAL VIA THE ANNUAL FISCAL YEAR BUDGET PROCESS OR ANY SUBSEQUENT BUDGET AMMENDMENT REQUESTS THAT MAY FOLLOW. 3. THE INSTITUTE WILL RETAIN CONCURRENT WRITTEN OR ELECTRONIC DOCUMENTATION OF COMPENSATION DECISIONS AS THEY ARE MADE THAT WILL INCLUDE THE FOLLOWING INFORMATION: A) THE TERMS OF THE COMPENSATION AND THE DATE IT WAS APPROVED; B) THE COMPARABILITY DATA; C) APPROVAL OF THE BOARD CHAIR FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E EDUCATION: PROGRAM SERVICE EXPENSES 79,322. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,322. EXHIBITS: PROGRAM SERVICE EXPENSES 47,796. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,796. SUMMER TEACHER INSTITUTE: PROGRAM SERVICE EXPENSES 44,696. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,696. TRU MAGAZINE PUBLICATION: PROGRAM SERVICE EXPENSES 40,685. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,685. US CAPITOL ROTUNDA TRUMAN STATUE: PROGRAM SERVICE EXPENSES 33,724. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,724. ANNUAL MEMBERSHIP PROGRAMS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 25,613. TOTAL EXPENSES 25,613. CONTINGENCY/OTHER: PROGRAM SERVICE EXPENSES 9,505. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,505. PREVENTATIVE MAINTENCE: PROGRAM SERVICE EXPENSES 5,144. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,144. VOLUNTEER/INTERN SERVICES: PROGRAM SERVICE EXPENSES 3,058. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,058. BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 500. TOTAL EXPENSES 500.