Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 01-01-2012 , 2012, and ending 12-31-2012
BCheck if applicable:
CName of organization
TRUMAN HEARTLAND COMMUNITY
FOUNDATION
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
4200 LITTLE BLUE PARKWAY
ROOM/SUITE 340
Room/suite
City or town, state or country, and ZIP + 4
INDEPENDENCE, MO64057
D Employer identification number

43-1482136
E Telephone number

G Gross receipts $ 4,064,964
F Name and address of principal officer:
PHILLIP J HANSON
4200 LITTLE BLUE PARKWAY SUITE 340
INDEPENDENCE,MO64057
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.THCF.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1982
M State of legal domicile: MO
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 28
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 25
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 6
6 Total number of volunteers (estimate if necessary) ............. 6 200
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 3,090,513 2,610,153
9 Program service revenue (Part VIII, line 2g) .........   930
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 300,984 1,016,053
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 409,542 381,344
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 3,801,039 4,008,480
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 3,092,814 4,328,500
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 361,675 375,958
16a Professional fundraising fees (Part IX, column (A), line 11e).....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet114,925    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 543,808 472,115
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 3,998,297 5,176,573
19 Revenue less expenses. Subtract line 18 from line 12....... -197,258 -1,168,093
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 27,529,375 27,875,910
21 Total liabilities (Part X, line 26)............. 10,944,339 11,285,577
22 Net assets or fund balances. Subtract line 21 from line 20..... 16,585,036 16,590,333
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 4,811,108 including grants of $ 4,328,500 ) (Revenue $   )
CONTRIBUTIONS ARE MADE TO PROVIDE BENEFITS TO THE RESIDENTS OF EASTERN JACKSON COUNTY, MISSOURI. STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2012 HIGHLIGHTS "THIRTY YEARS OF PURPOSEFUL GIVING, MADE POSSIBLE BY YOU". THIS STATEMENT CAPTURES THE THEME OF 2012 - WHICH CELEBRATED OUR DONORS, VOLUNTEERS AND BOARD LEADERSHIP. FINANCIAL POSITION: IN 2012 OUR POOLED ASSETS HAD A 12.7% RETURN ON INVESTMENT ENABLING US TO FUND THOUSANDS OF DOLLARS IN GRANTS AND SCHOLARSHIPS. IN ALL, TOTAL GRANTS FROM ALL FUNDS EQUALED 2.8 MILLION, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS AND OUR ANNUAL COMMUNITY GRANTS PROCESS. SCHOLARSHIPS AND GRANTS IN SCHOLARSHIPS, 172,225 WAS AWARDED FROM 69 SCHOLARSHIP FUNDS TO 157 STUDENTS RANGING FROM HIGH SCHOOL SENIORS TO UNDERGRADUATE AND GRADUATE STUDENTS PURSUING HIGH EDUCATION DEGREES, INCLUDING TECHNICAL SCHOOLS. OUR DONORS' DEDICATION TO EDUCATION IS WITNESSED THROUGH THESE FUNDS. DURING NATIONAL PHILANTHROPY WEEK, THE GRANTS COMMITTEE AWARDED 180,000 TO 47 NONPROFITS IN SUPPORT OF PROGRAMS IN THE EASTERN JACKSON COUNTY REGION. TRUMAN HEARTLAND COMMUNITY FOUNDATION PARTNERS WITH NONPROFITS THAT SHARE OUR VISION AND PASSION FOR IMPROVING HEARTLAND COMMUNITIES. THE ANNUAL GRANTS PROCESS AWARDS GRANTS FROM ENDOWMENTS THAT DONORS HAVE ENTRUSTED TO THE BOARD TO ADMINISTER. THE GRANTS COMMITTEE INCLUDES REPRESENTATIVES FROM OUR BOARD AND ADVISORY BOARDS WITH INPUT FROM THE YOUTH ADVISORY COUNCIL (YAC). WE BELIEVE CONNECTIONS TO OUR YOUTH WILL ENABLE THIS FOUNDATION TO STAY STRONG FOR YEARS TO COME. OUR YOUTH ADVISORY COUNCIL IS AN ACTIVE GROUP OF 122 YOUTH FROM 11 DIFFERENT HIGH SCHOOLS WHO ALSO RAISED 4,500 THROUGH THEIR 3RD ANNUAL SKATE FOR CHANGE EVENT. COMMUNITY FOR ALL AGES COALITION: CREATED AS PART OF AN INITIATIVE STARTED IN 2011, THIS COALITION NOW BOASTS MORE THAN 55 MEMBERS WHO ARE COMMITTED TO ADDRESSING ISSUES AND NEEDS FACING OUR AGING COMMUNITY. REAL PROGRESS IS UNDERWAY WITH THE DEVELOPMENT OF THE NEW "CARE CONNECTION" WEBSITE IN PARTNERSHIP WITH MID-CONTINENT PUBLIC LIBRARY. THE WEBSITE SET TO LAUNCH IN 2013 WILL PROVIDE EASY ACCESS TO INFORMATION ON SERVICES AVAILABLE TO EASTERN JACKSON COUNTY SENIORS, THEIR FAMILIES AND THOSE WHO WISH TO VOLUNTEER. TOAST TO OUR TOWNS - GALA THE GALA COMMITTEE, CHAIRED BY JUDY FORRESTER, PLANNED THE "CELEBRATING THREE DECADES" BLACK-TIE EVENT AT THE MARRIOT HOTEL IN DOWNTOWN KANSAS CITY. WITH 650 GUESTS IN ATTENDANCE, IT WAS A GOOD SUCCESS. ONCE AGAIN THE FOUNDATION WAS IN THE SPOTLIGHT WITH AN OPPORTUNITY TO SHOWCASE OUR WORK AND TO INTRODUCE THOSE WONDERFUL PEOPLE WHO THROUGH THEIR COMMITMENT TO COMMUNITY IMPROVEMENT EARN OUR RECOGNITION AS "OUTSTANDING CITIZENS". THE COMMITTEE SURPASSED ITS GOAL AND GENERATED NEARLY 112,000 IN PROCEEDS FOR USE BY THE FOUNDATION IN MEETING OPERATING EXPENSES.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet4,811,108
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions).... Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.......................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV..................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
23
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
6
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
Yes
 
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
Yes
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
No
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
28
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
25
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MO
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletTRUMAN HEARTLAND COMMUNITY FOUND4200 LITTLE BLUE PARKWAY STE 340INDEPENDENCEMO64057 (816) 836-8189
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) SHERRI LOZANO........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(2) BRAD CONSTANCE........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(3) BRENDA WEST........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(4) CHUCK FOUDREE........................................................................
VICE-CHAIR/D
 2.00
.......................   		X   X       0 0 0
(5) DOUG HAMMER........................................................................
SECRETARY/DI
 2.00
.......................   		X   X       0 0 0
(6) DR FREDERICK HAHN........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(7) DR STEVEN SILVERSTEIN........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(8) EILEEN WIER........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(9) JIM PRYDE........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(10) JOY HOBICK........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(11) BARBARA KOIRTYOHANN........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(12) MARTHA COCKERELL........................................................................
TREASURER/DI
 2.00
.......................   		X   X       0 0 0
(13) HELEN HATRIDGE........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(14) SHIRLEY WURTH........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(15) RANDALL FERGUSON........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(16) CINDY CAVANAH........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(17) RICHARD KREHER........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) JEFF QUIBELL........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(19) RON BRUCH........................................................................
CHAIRMAN/DIR
 2.00
.......................   		X   X       0 0 0
(20) ELEANOR FRASIER........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(21) VICKI DIGBY........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(22) WILLIAM ESRY........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(23) ROBERT HEPTING........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(24) MIKE MCGRAW........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(25) DR JOSEPH SEABROOKS........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(26) DAVID JETER........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(27) JUDY FORRESTER........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(28) RON FINKE........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(29) PHILLIP HANSON........................................................................
PRESIDENT/CE
 40.00
.......................   		    X       116,700 0 480
(30) BEVERLY POWELL........................................................................
CFO
 40.00
.......................   		    X       72,100 0 1,487
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 188,800   1,967
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet  
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 178,960
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		2,431,193
g Noncash contributions included in lines
1a-1f:$ 		224,997
h Total. Add lines 1a-1f.......MediumBullet 2,610,153
Program Service Revenue Business Code
2a MISCELLANEOUS   930     930
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 930
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 799,895     799,895
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 216,158  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 216,158  
d Net gain or (loss)..........MediumBullet 216,158 216,158    
8a Gross income from fundraising events (not including
$ 178,960
of contributions reported on line 1c). See Part IV, line 18 ..
a 86,700
b Less: direct expenses ...b 56,484
c Net income or (loss) from fundraising events..MediumBullet 30,216   30,216
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a ADMINISTRATION INCOME   343,755     343,755
b MISCELLANEOUS INCOME   7,373     7,373
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 351,128
12 Total revenue. See Instructions......MediumBullet 4,008,480 216,158   1,182,169
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 4,139,059 4,139,059
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 189,441 189,441
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees ....        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 337,153 121,867 127,390 87,896
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 13,724 6,267 4,249 3,208
10 Payroll taxes ........... 25,081 9,066 9,476 6,539
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 7,700   7,700  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 6,000 3,000 3,000  
12 Advertising and promotion ....        
13 Office expenses ....... 24,052 8,087 13,517 2,448
14 Information technology ...... 30,145 9,726 14,850 5,569
15 Royalties ..        
16 Occupancy ........... 21,735   21,735  
17 Travel ............ 3,210 803 1,605 802
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 9,182   9,182  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 16,525   16,525  
23 Insurance ..............        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a ADMINISTRATIVE FEES 302,298 302,298    
b MARKETING/RECRUITING EXPE 20,893 10,421 4,573 5,899
c EQUIPMENT RENTAL/MAINTENA 7,048 3,524 1,762 1,762
d DUES & MEMBERSHIPS 6,582   6,582  
e All other expenses 16,745 7,549 8,394 802
25 Total functional expenses. Add lines 1 through 24e 5,176,573 4,811,108 250,540 114,925
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 436,515 1 376,219
2 Savings and temporary cash investments ......... 4,823,560 2 4,430,180
3 Pledges and grants receivable, net ........... 281,761 3 240,803
4 Accounts receivable, net ............. 346 4 315
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 9,248 9 6,754
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 301,623
b Less: accumulated depreciation ..... 10b 26,066 287,817 10c 275,557
11 Investments—publicly traded securities .......... 21,690,128 11 22,546,082
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 27,529,375 16 27,875,910
Liabilities 17 Accounts payable and accrued expenses ......... 23,698 17 18,791
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 10,920,641 25 11,266,786
26 Total liabilities. Add lines 17 through 25......... 10,944,339 26 11,285,577
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 13,259,192 27 13,414,531
28 Temporarily restricted net assets ........... 3,325,844 28 3,175,802
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 16,585,036 33 16,590,333
34 Total liabilities and net assets/fund balances ........ 27,529,375 34 27,875,910
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
4,008,480
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
5,176,573
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-1,168,093
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
16,585,036
5
Net unrealized gains (losses) on investments ...............
5
1,421,780
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-248,390
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
16,590,333
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
 
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
TRUMAN HEARTLAND COMMUNITY
FOUNDATION
Employer identification number

43-1482136
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 1,931,954 2,626,005 2,997,123 3,090,513 2,610,153 13,255,748
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 1,931,954 2,626,005 2,997,123 3,090,513 2,610,153 13,255,748
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           633,673
6 Public support. Subtract line 5 from line 4.           12,622,075
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
7 Amounts from line 4.. 1,931,954 2,626,005 2,997,123 3,090,513 2,610,153 13,255,748
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 405,771 604,924 622,924 605,149 799,895 3,038,663
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 1,567 160 13,007 2,655 438,758 456,147
11 Total support (Add lines 7 through 10).           16,750,558
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
75.350 %
15
15
79.230 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2012
Name of the organization
TRUMAN HEARTLAND COMMUNITY
FOUNDATION
Employer identification number

43-1482136
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
TRUMAN HEARTLAND COMMUNITY
FOUNDATION 		Employer identification number

43-1482136
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
TRUMAN HEARTLAND COMMUNITY
FOUNDATION 		Employer identification number

43-1482136
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
TRUMAN HEARTLAND COMMUNITY
FOUNDATION 		Employer identification number

43-1482136
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
TRUMAN HEARTLAND COMMUNITY
FOUNDATION
Employer identification number

43-1482136
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 116 488
2 Aggregate contributions to (during year) ... 445,309 2,610,153
3 Aggregate grants from (during year) ..... 608,765 4,328,500
4 Aggregate value at end of year ........ 4,070,049 27,857,122
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 8,504,721 8,032,998 6,988,366 5,413,436 7,907,067
b Contributions ........ 631,157 1,206,353 617,582 875,130 339,171
c Net investment earnings, gains, and losses 1,194,196 157,582 1,032,303 1,302,639 -2,258,976
d Grants or scholarships ..... 389,024 426,125 380,783 399,990 391,854
e Other expenditures for facilities
and programs ........ 		435,934 329,441 128,119 128,091 96,248
f Administrative expenses .... 141,310 136,646 96,351 74,758 85,724
g End of year balance ...... 9,363,806 8,504,721 8,032,998 6,988,366 5,413,436
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet63.860 %
b
Permanent endowment SchDMd Bullet2.220 %
c
Temporarily restricted endowment SchDMd Bullet33.920 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   89,900 89,900
b Buildings ................   95,100 3,458 91,642
c Leasehold improvements ............        
d Equipment ................   116,623 22,608 94,015
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 275,557
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
AGENCY FUNDS 9,657,119
LIAB UNDER SPLIT-INT AGREEMENTS 1,557,059
LIABILITY FOR LIFE ESTATE RESERVED 52,608






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 11,266,786
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 3,522,519
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 1,421,780
b Donated services and use of facilities ......... 2b 44,720
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -1,952,461
e Add lines 2a through 2d ..................... 2e -485,961
3 Subtract line 2e from line 1..................... 3 4,008,480
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 4,008,480
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1 3,606,278
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 44,720
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -1,615,015
e Add lines 2a through 2d...................... 2e -1,570,295
3 Subtract line 2e from line 1..................... 3 5,176,573
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 5,176,573
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 FUNDS WILL BE USED TO CARRY ON THE PURPOSES OF THE COMMUNITY FOUNDATION AND OTHER CHARITIES FOR WHICH FUNDS ARE DESIGNATED IN THE COMING YEARS.
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -47,389 INCOME RELATED TO AGENCY FUNDS -2,066,545 RELEASED FROM TEMPORARILY RESTRICTED NET ASSETS 214,077 LOSS ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS -111,207 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 56,484 LOSS ON VALUE OF LIFE ESTATE RESERVED 2,119
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO AGENCY FUNDS -1,671,499 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 56,484
Schedule D (Form 990) 2012

Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Form 990-EZ filers are not required to complete this part. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
TRUMAN HEARTLAND COMMUNITY
FOUNDATION
Employer identification number

43-1482136
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
MO
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

GALA - THCF
(event type) 		(b) Event #2

SCOPES FOR HOPE
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 167,833 94,487   262,320
2 Less: Contributions . . 112,625 65,335   177,960
3 Gross income (line 1
minus line 2) . . . 		55,208 29,152   84,360
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . . 5,685     5,685
7 Food and beverages . 40,717     40,717
8 Entertainment . . .        
9 Other direct expenses . 9,358     9,358
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 55,760
11 Net income summary. Combine line 3, column (d), and line 10. .......... right arrow 28,600
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Identifier Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2012
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
TRUMAN HEARTLAND COMMUNITY
FOUNDATION
Employer identification number
43-1482136
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) ANGUS FOUNDATION
3201 FREDERICK AVE
SAINT JOSEPH,MO645062912 		36-3084945 501(C) 39,874       OPERATING SUPPORT
(2) BLUE RIVER COMMUNITY COLLEGE
20301 E 78 HIGHWAY
INDEPENDENCE,MO64057 		43-0813703 501(C) 25,000       POLICE UTILITY VEHIC
(3) BLUE SPRINGS SCHOOL DISTRICT
1801 NW VESPER
BLUE SPRINGS,MO64015 		44-6004932 501(C) 11,505       SALARY EXP & FRINGE
(4) CAMERON R-1 SCHOOL DISTRICT
423 NORTH CHESTNUT
CAMERON,MO64429 		44-6001375   13,000       REFUND WORKSHOPS OVE
(5) CASS COUNTY HISTORICAL SOCIETY
1104 N COMMERCIAL
HARRISONVILLE,MO64701 		23-7357777 501(C) 5,753       GENERAL SUPPORT
(6) CASS COUNTY HISTORICAL SOCIETY
1104 N COMMERCIAL
HARRISONVILLE,MO64701 		23-7357777 501(C) 5,753       SUPPORT OPERATIONS
(7) CHILD ABUSE PREVENTION ASSOCIATION
503 E 23RD STREET
INDEPENDENCE,MO64055 		43-1067711 501(C) 10,000       EMER GRANT COVER PAY
(8) CHILDREN'S MERCY HOSPITALS & CLINIC
2401 GILLHAM ROAD
KANSAS CITY,MO64108 		44-0605373 501(C) 25,000       CAPITAL CAMPAIGN
(9) CHILDREN'S MERCY HOSPITALS & CLINIC
2401 GILLHAM ROAD
KANSAS CITY,MO64108 		44-0605373 501(C) 10,000       CAPITAL CAMPAIGN
(10) CHILDREN'S MERCY HOSPITALS & CLINIC
2401 GILLHAM ROAD
KANSAS CITY,MO64108 		44-0605373 501(C) 10,000       CAPITAL CAMPAIGN
(11) CHILDREN'S MERCY HOSPITALS & CLINIC
2401 GILLHAM ROAD
KANSAS CITY,MO64108 		44-0605373 501(C) 50,000       SUPPORT LIVER CARE C
(12) COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND RD
INDEPENDENCE,MO64050 		43-0976396 501(C) 6,000       UTILITY ASSIST. PROG
(13) COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND RD
INDEPENDENCE,MO64050 		43-0976396 501(C) 7,368       UTILITY ASSIST. PROG
(14) COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND RD
INDEPENDENCE,MO64050 		43-0976396 501(C) 5,293       CAPITAL CAMPAIGN
(15) COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND RD
INDEPENDENCE,MO64050 		43-0976396 501(C) 10,037       CAPITAL CAMPAIGN
(16) COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND RD
INDEPENDENCE,MO64050 		43-0976396 501(C) 50,000       GENERAL SUPPORT
(17) COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND RD
INDEPENDENCE,MO64050 		43-0976396 501(C) 42,000       EMER ASSIST FUND
(18) DRUMM FARM CENTER FOR CHILDREN INC
3210 LEES SUMMIT RD
INDEPENDENCE,MO64055 		44-0569643 501(C) 10,000       CAPITAL CAMPAIGN
(19) DRUMM FARM CENTER FOR CHILDREN INC
3210 LEES SUMMIT RD
INDEPENDENCE,MO64055 		44-0569643 501(C) 21,566       CAPITAL CAMPAIGN
(20) DRUMM FARM CENTER FOR CHILDREN INC
3210 LEES SUMMIT RD
INDEPENDENCE,MO64055 		44-0569643 501(C) 64,000       SWINNEY CAPITAL CAMP
(21) DRUMM FARM CENTER FOR CHILDREN INC
3210 LEES SUMMIT RD
INDEPENDENCE,MO64055 		44-0569643 501(C) 30,379       CAPITAL CAMPAIGN
(22) FIRST BAPTIST CHURCH OF OAK GROVE
400 SE 14TH STREET
OAK GROVE,MO64075 		44-0601679 501(C) 20,000       YOUTH BUILDING FUND
(23) FIRST BIBLE BAPTIST CHURCH
1441 SE ADAMS DAIRY PARKWAY
BLUE SPRINGS,MO640143457 		43-1779555   6,000       SUPPORT ZAMBIA MISSI
(24) FRIENDS OF SUGAR CREEK
606 N STERLING
SUGAR CREEK,MO64054 		43-1714283 501(C) 6,000       GENERAL SUPPORT
(25) FRIENDS OF SUGAR CREEK
606 N STERLING
SUGAR CREEK,MO64054 		43-1714283 501(C) 6,000       INSURANCE MUSEUM BLD
(26) GIFT OF LIFE
6405 METCALF AVE SUITE 109
OVERLAND PARK,KS66202 		48-1198979 501(C) 20,000       GENERAL SUPPORT
(27) GIFT OF LIFE
6405 METCALF AVE SUITE 109
OVERLAND PARK,KS66202 		48-1198979 501(C) 8,000       GENERAL SUPPORT
(28) GIFT OF LIFE
6405 METCALF AVE SUITE 109
OVERLAND PARK,KS66202 		48-1198979 501(C) 15,000       GENERAL SUPPORT
(29) GIFT OF LIFE
6405 METCALF AVE SUITE 109
OVERLAND PARK,KS66202 		48-1198979 501(C) 15,000       GENERAL SUPPORT
(30) GRAIN VALLEY R-5 SCHOOL DISTRICT
P O BOX 304
GRAIN VALLEY,MO640290719 		44-6004947 501(C) 12,965       IPAD PURCHASE, SHARE
(31) GRAIN VALLEY R-5 SCHOOL DISTRICT
P O BOX 304
GRAIN VALLEY,MO640290719 		44-6004947 501(C) 9,810       SCHOLARSHIPS 2012 GV
(32) HARRY S TRUMAN LIBRARY INSTITUTE
500 WEST US 24 HWY
INDEPENDENCE,MO64050 		43-6042632 501(C) 13,000       TRACING THE TRUMANS
(33) HILLCREST TRANSITIONAL HOUSING - EJ
401 NORTH SPRING
INDEPENDENCE,MO64051 		43-1836391 501(C) 25,000       GENERAL SUPPORT
(34) HILLCREST TRANSITIONAL HOUSING - EJ
401 NORTH SPRING
INDEPENDENCE,MO64051 		43-1836391 501(C) 10,000       GENERAL SUPPORT
(35) HILLCREST TRANSITIONAL HOUSING - EJ
401 NORTH SPRING
INDEPENDENCE,MO64051 		43-1836391 501(C) 50,000       GENERAL SUPPORT
(36) HOPE HAVEN OF CASS COUNTY
PO BOX 754
HARRISONVILLE,MO64701 		43-1596092 501(C) 10,000       GENERAL SUPPORT
(37) HOPE HOUSE INC
P O BOX 577
LEES SUMMIT,MO64063 		43-1265685 501(C) 40,645       GENERAL SUPPORT
(38) HOPE HOUSE INC
P O BOX 577
LEES SUMMIT,MO64063 		43-1265685 501(C) 10,000       GUARDIAN PROGRAM
(39) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 289,694       TRANSFER ASSETS TO F
(40) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 78,823       TRANSFER ASSETS TO F
(41) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 110,965       TRANSFER ASSETS TO F
(42) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 26,766       TRANSFER ASSETS TO F
(43) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 9,512       TRANSFER ASSETS TO F
(44) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 6,092       TRANSFER ASSETS TO F
(45) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 19,322       TRANSFER ASSETS TO F
(46) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 16,991       TRANSFER ASSETS TO F
(47) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 10,361       TRANSFER ASSETS TO F
(48) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 195,045       TRANSFER ASSETS TO F
(49) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 7,148       TRANSFER ASSETS TO F
(50) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 6,060       TRANSFER ASSETS TO F
(51) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 12,371       TRANSFER ASSETS TO F
(52) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 8,673       TRANSFER ASSETS TO F
(53) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 9,264       TRANSFER ASSETS TO F
(54) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 10,003       TRANSFER ASSETS TO F
(55) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 14,937       TRANSFER ASSETS TO F
(56) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 14,860       TRANSFER ASSETS TO F
(57) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 7,678       TRANSFER ASSETS TO F
(58) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 7,204       TRANSFER ASSETS TO F
(59) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 6,937       TRANSFER ASSETS TO F
(60) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 6,125       TRANSFER ASSETS TO F
(61) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 8,487       TRANSFER ASSETS TO F
(62) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 11,748       TRANSFER ASSETS TO F
(63) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 16,784       TRANSFER ASSETS TO F
(64) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 14,479       TRANSFER ASSETS TO F
(65) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 7,540       TRANSFER ASSETS TO F
(66) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 8,695       TRANSFER ASSETS TO F
(67) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 33,989       TRANSFER ASSETS TO F
(68) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 17,447       TRANSFER ASSETS TO F
(69) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 20,986       TRANSFER ASSETS TO F
(70) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 5,059       TRANSFER ASSETS TO F
(71) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 12,015       TRANSFER ASSETS TO F
(72) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 9,464       TRANSFER ASSETS TO F
(73) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 23,471       TRANSFER ASSETS TO F
(74) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 11,917       TRANSFER ASSETS TO F
(75) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 20,817       TRANSFER ASSETS TO F
(76) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 20,272       TRANSFER ASSETS TO F
(77) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 27,427       TRANSFER ASSETS TO F
(78) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 6,806       TRANSFER ASSETS TO F
(79) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 139,667       TRANSFER ASSETS TO F
(80) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 13,707       TRANSFER ASSETS TO F
(81) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 6,740       TRANSFER ASSETS TO F
(82) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 10,701       TRANSFER ASSETS TO F
(83) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1363739 501(C) 7,375       TRANSFER ASSETS TO F
(84) INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1831303 501(C) 10,913       EDUCATION
(85) INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1831303 501(C) 52,494       EDUCATION
(86) INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1831303 501(C) 24,572       EDUCATION
(87) INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1831303 501(C) 16,577       EDUCATION
(88) INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1831303 501(C) 12,823       EDUCATION
(89) INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1831303 501(C) 7,172       EDUCATION
(90) INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1831303 501(C) 21,044       EDUCATION
(91) INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1831303 501(C) 13,943       EDUCATION
(92) INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1831303 501(C) 8,900       2011 & 12 SCHOLARSHI
(93) INDEPENDENCE SCHOOL DISTRICT FOUNDA
201 N FOREST AVENUE
INDEPENDENCE,MO64050 		43-1831303 501(C) 10,500       2011 & 12 SCHOLARSHI
(94) INTERNATIONAL AFRICAN MISSIONS MINI
990 MANITOU ROAD
HILTON,NY14468 		20-0773582 501(C) 15,240       8 PORTABLE DENTAL UN
(95) INTERNATIONAL CENTER FOR LEADERSHIP
1587 ROUTE 146
REXFORD,NY12148 		14-1766373   49,500       TEAM LICENSES FOR NE
(96) JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103
INDEPENDENCE,MO64056 		45-0539496 501(C) 20,000       GENERAL SUPPORT
(97) JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103
INDEPENDENCE,MO64056 		45-0539496 501(C) 20,000       GENERAL SUPPORT
(98) JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103
INDEPENDENCE,MO64056 		45-0539496 501(C) 20,000       GENERAL SUPPORT
(99) JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103
INDEPENDENCE,MO64056 		45-0539496 501(C) 20,000       GENERAL SUPPORT
(100) JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103
INDEPENDENCE,MO64056 		45-0539496 501(C) 20,000       GENERAL SUPPORT
(101) JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103
INDEPENDENCE,MO64056 		45-0539496 501(C) 20,000       GENERAL SUPPORT
(102) JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103
INDEPENDENCE,MO64056 		45-0539496 501(C) 20,000       GENERAL SUPPORT
(103) JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103
INDEPENDENCE,MO64056 		45-0539496 501(C) 20,000       GENERAL SUPPORT
(104) JACKSON COUNTY FREE HEALTH CLINIC
17611 E US 24 HIWAY SUITE 103
INDEPENDENCE,MO64056 		45-0539496 501(C) 20,000       GENERAL SUPPORT
(105) JACKSON COUNTY HEALTH DEPARTMENT
313 S LIBERTY
INDEPENDENCE,MO64050 		44-0661018 501(C) 15,150       MEDICAL DIRECTOR
(106) JACKSON COUNTY HEALTH DEPARTMENT
313 S LIBERTY
INDEPENDENCE,MO64050 		44-0661018 501(C) 15,150       MEDICAL DIRECTOR
(107) JACKSON COUNTY HEALTH DEPARTMENT
313 S LIBERTY
INDEPENDENCE,MO64050 		44-0661018 501(C) 7,575       MEDICAL DIRECTOR
(108) JACKSON COUNTY HEALTH DEPARTMENT
313 S LIBERTY
INDEPENDENCE,MO64050 		44-0661018 501(C) 15,150       MEDICAL DIRECTOR
(109) JACKSON COUNTY HEALTH DEPARTMENT
313 S LIBERTY
INDEPENDENCE,MO64050 		44-0661018 501(C) 15,150       MEDICAL DIRECTOR
(110) JACKSON COUNTY HISTORICAL SOCIETY
P O BOX 4241
INDEPENDENCE,MO64051 		44-0651562 501(C) 19,300       SUPPORT OF 1859 JAIL
(111) JOBONE
1085 S YUMA
INDEPENDENCE,MO64056 		43-0922133 501(C) 43,000       GENERAL SUPPORT
(112) JOBONE
1085 S YUMA
INDEPENDENCE,MO64056 		43-0922133 501(C) 6,000       BUSINESS EXPANSION P
(113) JUNIOR SERVICE LEAGUE OF INDEPENDEN
3122 SOUTH CRYSLER
INDEPENDENCE,MO64055 		43-6050228 501(C) 12,584       CAPITAL IMPROVEMENTS
(114) KANSAS CITY HOSPICE
9221 WARD PARKWAY SUITE 100
KANSAS CITY,MO64114 		43-1209344 501(C) 200,000       GRANT TO COVER PAYRO
(115) LEE'S SUMMIT SOCIAL SERVICES
108 S E 4TH STREET
LEES SUMMIT,MO64063 		43-1604974 501(C) 14,560       PURCHASE OF VAN.
(116) LINCOLN NATIONAL INSURANCE COMPANY
P O BOX 7247-0439
PHILADELPHIA,PA191700439 		35-0472300   6,500       INSURANCE PREMIUM
(117) LINCOLN NATIONAL INSURANCE COMPANY
P O BOX 7247-0439
PHILADELPHIA,PA191700439 		35-0472300 501(C) 30,400       INSURANCE PREMIUM
(118) LINCOLN NATIONAL INSURANCE COMPANY
P O BOX 7247-0439
PHILADELPHIA,PA191700439 		35-0472300 501(C) 15,000       INSURANCE PREMIUM
(119) LINCOLN NATIONAL INSURANCE COMPANY
P O BOX 7247-0439
PHILADELPHIA,PA191700439 		35-0472300 501(C) 7,500       INSURANCE PREMIUM
(120) MENTAL HEALTH ASSOCIATION OF THE HE
739 MINNESOTA AVENUE
KANSAS CITY,KS66101 		48-1185409 501(C) 5,383       GENERAL SUPPORT
(121) MENTAL HEALTH ASSOCIATION OF THE HE
739 MINNESOTA AVENUE
KANSAS CITY,KS66101 		48-1185409 501(C) 5,383       WASA PROGRAM EMPLOYE
(122) MENTAL HEALTH ASSOCIATION OF THE HE
739 MINNESOTA AVENUE
KANSAS CITY,KS66101 		48-1185409 501(C) 5,419       GENERAL SUPPORT
(123) MISSOURI 4-H FOUNDATION
1110 S COLLEGE AVENUE
COLUMBIA,MO65211 		43-6044367 501(C) 7,000       1,000 AWARDS IN FAL
(124) RAYTOWN EDUCATIONAL FOUNDATION
10750 E 350 HIGHWAY
RAYTOWN,MO64138 		43-1667551 501(C) 35,000       INCENTIVE PROG RAYTO
(125) SPECIAL NEIGHBORS INC
3675 S NOLAND ROAD SUITE 110
INDEPENDENCE,MO64055 		43-1154462 501(C) 40,000       GENERAL SUPPORT
(126) SPECIAL NEIGHBORS INC
3675 S NOLAND ROAD SUITE 110
INDEPENDENCE,MO64055 		43-1154462 501(C) 80,000       GENERAL SUPPORT
(127) SPECIAL NEIGHBORS INC
3675 S NOLAND ROAD SUITE 110
INDEPENDENCE,MO64055 		43-1154462 501(C) 60,000       GENERAL SUPPORT
(128) SPECIAL NEIGHBORS INC
3675 S NOLAND ROAD SUITE 110
INDEPENDENCE,MO64055 		43-1154462 501(C) 50,000       GENERAL SUPPORT
(129) URICH COMMUNITY HISTORICAL SOCIETY
4601 COLLEGE BLVD STE 200
LEAWOOD,KS66211 		43-1268204   5,008       TRANSFER ASSETS
(130) CREATIVE SMARTS INC
18 HILLIARD STREET
CAMBRIDGE,MA02138 		27-3456805   6,200       9/27/12 SVCS FOR WOR
(131) HOLIDAY INN KANSAS CITY
9103 E 39TH ST
KANSAS CITY,MO64133 		27-5427680   5,712       BANQUET CHGS 2/27/12
(132) LINCOLN FINANCIAL INSURANCE
P O BOX 7247-0439
PHILADELPHIA,PA191700439 		35-0472300   7,750       INSURANCE PREMIUM
(133) LINCOLN NATIONAL INSURANCE COMPANY
P O BOX 7247-0439
PHILADELPHIA,PA191700439 		35-0472300   10,843       INSURANCE PREMIUM
(134) LINCOLN NATIONAL LIFE INSURANCE CO
P O BOX 7719
PHILADELPHIA,PA191707719 		35-0472300   50,800       INSURANCE PREMIUM
(135) LINCOLN NATIONAL LIFE INSURANCE CO
P O BOX 7719
PHILADELPHIA,PA191707719 		35-0472300   100,000       INSURANCE PREMIUM
(136) LINCOLN NATIONAL LIFE INSURANCE CO
P O BOX 7719
PHILADELPHI,PA191707719 		35-0472300   11,000       INSURANCE PREMIUM
(137) LINCOLN NATIONAL LIFE INSURANCE CO
P O BOX 7719
PHILADELPHIA,PA191707719 		35-0472300   30,400       INSURANCE PREMIUM
(138) LINCOLN NATIONAL LIFE INSURANCE CO
P O BOX 7719
PHILADELPHIA,PA191707719 		35-0472300   6,000       INSURANCE PREMIUM
(139) MARZANO RESEARCH LABORATORY
555 N MORTON STREET
BLOOMINGTON,IN47404 		26-2730032   27,733       EDUCATOR TRAINING
(140) MARZANO RESEARCH LABORATORY
555 N MORTON STREET
BLOOMINGTON,IN47404 		26-2730032   14,300       EDUCATOR TRAINING
(141) MARZANO RESEARCH LABORATORY LLC
555 N MORTON STREET
BLOOMINGTON,IN47404 		26-2730032   19,067       EDUCATOR TRAINING
(142) TOVANI GROUP
7033 S ONEIDA CIRCLE
CENTENNIAL,CO80112 		20-0121957   7,200       LITERACY WORKSHOPS
(143) ALL UNDER 5000
4200 LITTLE BLUE PARKWAY SUITE 340
INDEPENDENCE,MO64057 		43-1482136 501C3 250,570       VARIOUS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) SCHOLARSHIPS 173 189,441      












Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 AWARDS ARE PRESENTED AT OUR ANNUAL GRANTS AWARDS LUNCHEON IN NOVEMBER. HOWEVER, BEFORE ORGANIZATIONS RECEIVE THEIR COMMUNITY FOUNDATION FUNDING, A SIGNED AND RETURNED GRANT AGREEMENT. FORM MUST BE RECEIVED BY TRUMAN HEARTLAND COMMUNITY FOUNDATION. THIS GOVERNING DOCUMENT OUTLINES THE LIMITS AND CONDITIONS OF FUNDING, UNDER WHICH THE GRANT HAS BEEN AUTHORIZED. REPORTING REQUIREMENTS INTERIM REPORT ORGANIZATIONS INTERESTED IN APPLYING FOR AN ADDITIONAL YEAR OF FUNDING, MUST SUBMIT AN INTERIM REPORT DESCRIBING MEANINGFUL OUTCOMES. THIS REPORT MUST ACCOMPANY THE LETTER OF INTEREST FOR THE ADDITIONAL YEAR OF FUNDING. FINAL REPORT ALL RECIPIENT ORGANIZATIONS, MUST SUBMIT A WRITTEN FINAL REPORT TO THCF AT THE CONCLUSION OF THE PROGRAM FUNDED, OR TWELVE MONTHS FROM THE DATE OF THE AWARD. THE REPORT SHOULD INCLUDE THE FOLLOWING: 1. EXPENDITURE OF GRANT FUNDS RECEIVED 2. OUTCOMES AND ACCOMPLISHMENTS MADE POSSIBLE THROUGH FUNDING 3. FOR ORGANIZATIONS HAVING RECEIVED MULTIPLE-YEAR FUNDING, PLEASE INCLUDE BASELINE DATA AND IMPROVEMENTS IN PROGRAM DELIVERY MADE AS A RESULT OF OUTCOMES MONITORING.
Schedule I (Form 990) 2012


Additional Data


Software ID:  
Software Version:  


Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
TRUMAN HEARTLAND COMMUNITY
FOUNDATION
Employer identification number

43-1482136
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2012
Schedule L (Form 990 or 990-EZ) 2012
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) LITTLE BLUE HOLDINGS LLC
  		DIRECTORS 44,720 SPACE DONATED TO FDN   No
(2) LITTLE BLUE HOLDINGS LLC
  		DIRECTORS 21,735 COMMON AREA MAINT   No
(3)  
  		    @ MARKET RATE   No
(4) BLUE RIDGE WEALTH MANAGEMENT
  		DIRECTORS 8,965 INV FEES PD BY FDTN   No
(5)  
  		    @ BELOW MARKET RATE   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
TRUMAN HEARTLAND COMMUNITY
FOUNDATION
Employer identification number

43-1482136
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 13 224,997  
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2012)
Schedule M (Form 990) (2012)
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS SCHEDULE M, PAGE 1, PART I, LINE 32B PUBLICLY TRADED SECURITIES ARE SOLD BY INVESTMENT BROKERS AS REQUIRED BY LAW.
Schedule M (Form 990) (2012)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
TRUMAN HEARTLAND COMMUNITY
FOUNDATION
Employer identification number

43-1482136
Identifier Return Reference Explanation
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS FORM 990, PAGE 1, PART I, LINE 6 BOARD MEMBERS ARE VOLUNTEERS. ADVISORY BOARD MEMBERS ARE VOLUNTEERS. ALL COMMITTEES OF THE ORGANIZATION ARE STAFFED BY VOLUNTEERS - DEVELOPMENT, NEEDS ASSESSMENT, FINANCE, INVESTMENT, HUMAN RESOURCES, GRANTS, SCHOLARSHIPS, GALA (FUND-RAISING EVENT), AUDIT, AND YOUTH ADVISORY COUNCIL. THE STAFF OF 6 SERVE AS LIASONS TO THE VARIOUS COMMITTEES.
FIRST ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS AND OUR ANNUAL COMMUNITY GRANTS PROCESS. SCHOLARSHIPS AND GRANTS IN SCHOLARSHIPS, 172,225 WAS AWARDED FROM 69 SCHOLARSHIP FUNDS TO 157 STUDENTS RANGING FROM HIGH SCHOOL SENIORS TO UNDERGRADUATE AND GRADUATE STUDENTS PURSUING HIGH EDUCATION DEGREES, INCLUDING TECHNICAL SCHOOLS. OUR DONORS' DEDICATION TO EDUCATION IS WITNESSED THROUGH THESE FUNDS. DURING NATIONAL PHILANTHROPY WEEK, THE GRANTS COMMITTEE AWARDED 180,000 TO 47 NONPROFITS IN SUPPORT OF PROGRAMS IN THE EASTERN JACKSON COUNTY REGION. TRUMAN HEARTLAND COMMUNITY FOUNDATION PARTNERS WITH NONPROFITS THAT SHARE OUR VISION AND PASSION FOR IMPROVING HEARTLAND COMMUNITIES. THE ANNUAL GRANTS PROCESS AWARDS GRANTS FROM ENDOWMENTS THAT DONORS HAVE ENTRUSTED TO THE BOARD TO ADMINISTER. THE GRANTS COMMITTEE INCLUDES REPRESENTATIVES FROM OUR BOARD AND ADVISORY BOARDS WITH INPUT FROM THE YOUTH ADVISORY COUNCIL (YAC). WE BELIEVE CONNECTIONS TO OUR YOUTH WILL ENABLE THIS FOUNDATION TO STAY STRONG FOR YEARS TO COME. OUR YOUTH ADVISORY COUNCIL IS AN ACTIVE GROUP OF 122 YOUTH FROM 11 DIFFERENT HIGH SCHOOLS WHO ALSO RAISED 4,500 THROUGH THEIR 3RD ANNUAL SKATE FOR CHANGE EVENT. COMMUNITY FOR ALL AGES COALITION: CREATED AS PART OF AN INITIATIVE STARTED IN 2011, THIS COALITION NOW BOASTS MORE THAN 55 MEMBERS WHO ARE COMMITTED TO ADDRESSING ISSUES AND NEEDS FACING OUR AGING COMMUNITY. REAL PROGRESS IS UNDERWAY WITH THE DEVELOPMENT OF THE NEW "CARE CONNECTION" WEBSITE IN PARTNERSHIP WITH MID-CONTINENT PUBLIC LIBRARY. THE WEBSITE SET TO LAUNCH IN 2013 WILL PROVIDE EASY ACCESS TO INFORMATION ON SERVICES AVAILABLE TO EASTERN JACKSON COUNTY SENIORS, THEIR FAMILIES AND THOSE WHO WISH TO VOLUNTEER. TOAST TO OUR TOWNS - GALA THE GALA COMMITTEE, CHAIRED BY JUDY FORRESTER, PLANNED THE "CELEBRATING THREE DECADES" BLACK-TIE EVENT AT THE MARRIOT HOTEL IN DOWNTOWN KANSAS CITY. WITH 650 GUESTS IN ATTENDANCE, IT WAS A GOOD SUCCESS. ONCE AGAIN THE FOUNDATION WAS IN THE SPOTLIGHT WITH AN OPPORTUNITY TO SHOWCASE OUR WORK AND TO INTRODUCE THOSE WONDERFUL PEOPLE WHO THROUGH THEIR COMMITMENT TO COMMUNITY IMPROVEMENT EARN OUR RECOGNITION AS "OUTSTANDING CITIZENS". THE COMMITTEE SURPASSED ITS GOAL AND GENERATED NEARLY 112,000 IN PROCEEDS FOR USE BY THE FOUNDATION IN MEETING OPERATING EXPENSES.
RELATED PARTY INFORMATION AMONG OFFICERS FORM 990, PAGE 6, PART VI, LINE 2 BLUE RIDGE BANK & TRUST BLUE RIDGE BANK & TRUST DIRECTOR DIRECTOR BUSINESS BLUE RIDGE BANK & TRUST BLUE RIDGE BANK & TRUST OFFICER WIFE DIRECTOR BUSINESS
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY REVIEW OF 990 TRUMAN HEARTLAND COMMUNITY FOUNDATION IS COMMITTED TO PROVIDING ACCURATE AND TIMELY INFORMATION TO THE INTERNAL REVENUE SERVICE IN THE ANNUAL FILING OF THE REQUIRED FORM 990. PRIOR TO THE FILING OF THE 990, A COPY OF THE ENTIRE 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS BY EMAIL. THE FINANCE COMMITTEE WILL REVIEW THE EXECUTIVE SUMMARY OF THE 990 BEFORE THE FILING OF THE FORM. RESULTS OF THAT REVIEW WILL BE SUBMITTED TO THE ENTIRE BOARD OF DIRECTORS. SHOULD ANY MATERIAL DISCREPANCIES OR ERRORS BE NOTED DURING THE REVIEW, THE 990 WILL BE CORRECTED PRIOR TO FILING.
ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY CONFLICT OF INTEREST INTRODUCTION WHAT IS A CONFLICT OF INTEREST? THE LAW REQUIRES INDIVIDUALS WHO MANAGE AND GOVERN FOUNDATIONS ("FIDUCIARIES") TO EXERCISE DUE CARE IN ADMINISTERING THE CHARITY'S AFFAIRS. THIS REQUIREMENT IS KNOWN AS THE DUTY OF CARE. THE LAW ALSO PROHIBITS FIDUCIARIES FROM USING THEIR POSITION TO OBTAIN PERSONAL GAIN FOR THEMSELVES OR OTHERS AT THE CHARITY'S EXPENSE. THIS REQUIREMENT IS KNOWN AS THE DUTY OF LOYALTY. PAYING CAREFUL ATTENTION TO TRANSACTIONS WHERE THERE MAY BE A CONFLICT OF INTEREST ENSURES THAT A FIDUCIARY DOES NOT BREACH HIS OR HER DUTIES OF CARE AND LOYALTY TO THE ORGANIZATION. IT CAN ALSO HELP INSTILL PUBLIC TRUST BY DEMONSTRATING THAT FIDUCIARIES ARE COMMITTED TO MANAGING AN ORGANIZATION WITH THE UTMOST INTEGRITY AND GOOD FAITH AND IN THE BEST INTEREST OF THE ORGANIZATION AND ITS CHARITABLE MISSION. CONFLICTS OF INTEREST OCCUR IN OUR EVERYDAY LIVES WHEN MULTIPLE LOYALTIES PULL US TOWARD OPPOSITE COURSES OF ACTION. IN THE CONTEXT OF CHARITIES, A CONFLICT OF INTEREST MAY OCCUR WHEN PERSONAL INTERESTS PREVENT AN INDIVIDUAL FROM MAKING AN IMPARTIAL DECISION THAT IS IN THE BEST INTEREST OF THE CHARITY. APPLICABLE LEGAL STANDARDS AND PROHIBITIONS DIFFER DEPENDING ON WHETHER THE CHARITY INVOLVED IS A PUBLIC CHARITY OR A PRIVATE FOUNDATION, WHETHER THE TRANSACTION IS FINANCIAL OR NON-FINANCIAL IN NATURE, WHETHER STATE OR FEDERAL LAW IS MOST PERTINENT AND WHETHER THE CHARITY IS ORGANIZED AS A TRUST OR A CORPORATION. A WRITTEN CONFLICT OF INTEREST POLICY THAT IS ENFORCED PROVIDES SAFEGUARDS TO PREVENT TRANSACTIONS THAT MAY VIOLATE THE LAW OR A FIDUCIARY'S DUTY OF LOYALTY. A WRITTEN POLICY CAN ALSO HELP BOARDS SPOT TRANSACTIONS THAT GIVE THE APPEARANCE OF A CONFLICT OF INTEREST BEFORE THEY OCCUR. ARTICLE I: PURPOSE IRS PROVISION: THE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROTECT THIS TAX-EXEMPT ORGANIZATION'S (ORGANIZATION) INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. THIS POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE STATE AND FEDERAL LAWS GOVERNING CONFLICT OF INTEREST APPLICABLE TO NON-PROFIT AND CHARITABLE ORGANIZATIONS. ARTICLE II: DEFINITIONS 1. INTERESTED PERSON ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. 2. FINANCIAL INTEREST A PERSON HAS A FINANCIAL INTEREST IF THE PERSON HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT OR FAMILY: A.AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT. B.A COMPENSATION ARRANGEMENT WITH THE ORGANIZATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, OR C.A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. COMPENSATION INCLUDES DIRECT AND INDIRECT REMUNERATION AS WELL AS GIFTS OR FAVORS THAT ARE NOT INSUBSTANTIAL. A FINANCIAL INTEREST IS NOT NECESSARILY A CONFLICT OF INTEREST. UNDER ARTICLE III, SECTION 2, A PERSON WHO HAS A FINANCIAL INTEREST MAY HAVE A CONFLICT OF INTEREST ONLY IF THE APPROPRIATE GOVERNING BOARD OR COMMITTEE DECIDES THAT A CONFLICT OF INTEREST EXISTS. ARTICLE III: PROCEDURES 1. DUTY TO DISCLOSE IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST A.AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON. THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B.THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C.AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D.IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY A.IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B.IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. ARTICLE IV: RECORDS OF PROCEEDINGS THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: A.THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. B.THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. ARTICLE V: COMPENSATION A.A VOTING MEMBER OF THE GOVERNING BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. B.A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. C.NO VOTING MEMBER OF THE GOVERNING BOARD OR ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION. ARTICLE VI: ANNUAL STATEMENTS EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A.HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B.HAS READ AND UNDERSTANDS THE POLICY, C.HAS AGREED TO COMPLY WITH THE POLICY, AND D.UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. ARTICLE VII: PERIODIC REVIEWS TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A.WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B.WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHA
COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY COMPENSATION TRUMAN HEARTLAND COMMUNITY FOUNDATION (ORGANIZATION) UNDERSTANDS THAT IT WORKS WITHIN THE CONTEXT OF A BROADER MARKETPLACE, WHICH INCLUDES NOT ONLY OTHER NONPROFITS, BUT ALSO FOR-PROFIT AND GOVERNMENT ENTITIES. WHILE OPERATING IN THIS MARKETPLACE, IT IS THE FOUNDATION'S GOAL TO ATTRACT AND RETAIN QUALIFIED, SKILLED EMPLOYEES. TO THIS END, THE FOUNDATION WILL CONDUCT A MARKETPLACE SURVEY OF COMPARABLE WAGES, USING COMPARABLE JOB DESCRIPTIONS FROM THE NATIONAL AND LOCAL MARKETPLACE APPROXIMATELY EVERY YEAR. USING THESE MARKETPLACE COMPARISONS, MIDPOINTS AND SALARY RANGES WILL BE DEVELOPED. THE FOUNDATION WILL DEVELOP COMPENSATION AND BENEFIT GUIDELINES AS TO: SOURCE OF MARKETPLACE COMPARISONS TYPES OF COMPENSATION EXECUTIVE COMPENSATION POLICY, INCLUDING PROHIBITION OF LOANS FRINGE BENEFITS PROVIDED ANNUALLY, THE PERSONNEL COMMITTEE WILL REVIEW COMPENSATION AND BENEFITS OF EACH EMPLOYEE USING THE GUIDELINES DEVELOPED. THE COMMITTEE WILL BE COMPRISED OF INDEPENDENT BOARD DIRECTORS. THE COMMITTEE WILL RECOMMEND EXECUTIVE COMPENSATION PACKAGES TO THE BOARD OF DIRECTORS FOR APPROVAL. COMPENSATION WILL BE APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS AND RESULTS WILL BE DOCUMENTED AND RETAINED PERMANENTLY AS INDICATED IN THE DOCUMENT AND RETENTION POLICY. EXPENSE REIMBURSEMENT PLAN THE FOUNDATION WILL REIMBURSE EXPENSES INCURRED BY EMPLOYEES USING AN ACCOUNTABLE PLAN. ALL EXPENSES TO BE REIMBURSED WILL BE SUPPORTED BY A COPY OF THE RECEIPT FOR OUT OF POCKET EXPENSES. MILEAGE WILL BE REIMBURSED FOR AUTHORIZED TRAVEL ONLY UPON WRITTEN DOCUMENTATION OF MILES TRAVELED AND PURPOSE OF TRAVEL. EMPLOYMENT AGREEMENTS ANY EMPLOYMENT AGREEMENTS ENTERED INTO BETWEEN THE FOUNDATION AND AN EMPLOYEE WILL REFLECT THE TOTAL COMPENSATION FOR THE SERVICES TO BE RENDERED. OVERTIME THE FOUNDATION UNDERSTANDS THAT FROM TIME TO TIME IT IS NECESSARY TO WORK OVERTIME TO COMPLETE WORK WITHIN CERTAIN DEADLINES. TYPICALLY, OVERTIME IS VOLUNTARY; HOWEVER, THERE COULD BE SITUATIONS WHERE IT WOULD BE MANDATORY. OVERTIME IS DEFINED AS TIME WORKED OVER 40 HOURS IN A WORKWEEK (OUR WORKWEEK IS DEFINED AS SUNDAY THROUGH SATURDAY). HOURS WORKED DO NOT INCLUDE SICK TIME, VACATION, EMERGENCY DAY, OPTIONAL HOLIDAYS, OR FOUNDATION RECOGNIZED HOLIDAYS. WHEN A NON-EXEMPT EMPLOYEE WORKS OVERTIME, IT IS REPORTED ON THEIR TIME ALLOCATION FORM AND PAID AT 1 TIMES THEIR REGULAR RATE IN THE FOLLOWING PAYCHECK. OVERTIME PAY IS ALLOWABLE FOR NONEXEMPT EMPLOYEES ONLY WHEN PRE-APPROVED BY THE EMPLOYEE'S SUPERVISOR.
COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B SEE POLICY IN PART 15A
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY PUBLIC DISCLOSURE POLICY TRUMAN HEARTLAND COMMUNITY FOUNDATION IS COMMITTED TO PROVIDING READY PUBLIC ACCESS TO IMPORTANT FOUNDATION DOCUMENTS. THE FOLLOWING DOCUMENTS ARE AVAILABLE IN THE FOUNDATION OFFICE DURING NORMAL WORKING HOURS: TAX FORM 990 TAX FORM 990-T (IF FILED) TAX FORM 1023 ARTICLES OF INCORPORATION CORPORATE BY LAWS CONFLICT OF INTEREST POLICY ANNUAL REPORT - FINANCIAL STATEMENTS FOR THE PRIOR YEAR ARE INCLUDED THE ANNUAL REPORT. (ANNUAL REPORT IS ALSO AVAILABLE ON THE FOUNDATION WEBSITE.) PUBLIC AVAILABILITY OF THE FORGOING DOCUMENTS WILL BE NOTED ON THE WEBSITE OF THE FOUNDATION AND IN THE ANNUAL REPORT. UPON REQUEST, THE FOLLOWING WILL BE PROVIDED TO CURRENT AND PROSPECTIVE FUND HOLDERS: CURRENT INVESTMENT POLICY INVESTMENT PERFORMANCE REPORTS CURRENT ROSTER OF INVESTMENT COMMITTEE MEMBERS INVESTMENT MANAGER FEES SCHEDULE ADMINISTRATIVE FEES SCHEDULE LETTERHEAD AND WEBSITE WILL LIST CURRENT MEMBERS OF THE BOARD OF DIRECTORS
RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -47,389 INCOME RELATED TO AGENCY FUNDS -2,066,545 RELEASED FROM TEMPORARILY RESTRICTED NET ASSETS 214,077 LOSS ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS -111,207 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 56,484 LOSS ON VALUE OF LIFE ESTATE RESERVED 2,119 EXPENSES RELATED TO AGENCY FUNDS 1,671,499 FUNDRAISING EXPENSES OFFSET AGAINST INCOME -56,484
OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 9 RECLASSIFICATION OF AGENCY FUNDS 89,056
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
TRUMAN HEARTLAND COMMUNITY
FOUNDATION
Employer identification number

43-1482136
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) THCF REAL ESTATE LLC
300 N OSAGE
INDEPENDENCE,MO64050
43-1482136 		REAL EST MO     TRUMAN HEA
RTLAND COMMUNITY FOUNDATION










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
 
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
 
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
 
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
 
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
 
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation

Additional Data


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