Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 STE 340
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDEPENDENCE, MO64057
D Employer identification number

43-1482136
E Telephone number

G Gross receipts $ 15,078,395
F Name and address of principal officer:
PHILLIP HANSON
4200 LITTLE BLUE PARKWAY STE 340
INDEPENDENCE,MO64057
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.THCF.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
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 EASTERN JACKSON COUNTY MISSOURI.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 27
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 27
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 9
6 Total number of volunteers (estimate if necessary) ............. 6 434
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 10,564,211 10,628,099
9 Program service revenue (Part VIII, line 2g) ......... 907,639 1,046,439
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,101,369 3,304,167
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -17,615 -2,822
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 13,555,604 14,975,883
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 5,795,205 6,820,214
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 836,443 836,657
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 214,184    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 960,213 1,092,745
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 7,591,861 8,749,616
19 Revenue less expenses. Subtract line 18 from line 12....... 5,963,743 6,226,267
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 91,642,743 104,786,163
21 Total liabilities (Part X, line 26)............. 20,092,675 21,900,728
22 Net assets or fund balances. Subtract line 21 from line 20..... 71,550,068 82,885,435
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF EASTERN JACKSON COUNTY MISSOURI.
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 $ 7,985,659 including grants of $ 6,820,214 ) (Revenue $ 1,046,439 )
TRUMAN HEARTLAND COMMUNITY FOUNDATION (THCF), WITH $104.7 MILLION IN ASSETS, HAS BEEN A KEY PLAYER IN PROMOTING PRIVATE GIVING FOR THE PUBLIC GOOD IN SUBURBAN EASTERN JACKSON, CASS, AND LAFAYETTE COUNTY COMMUNITIES FOR MORE THAN 40 YEARS. ONCE AGAIN THE FOUNDATION SAW A RECORD AMOUNT OF GENEROSITY THROUGH DONOR ADVISED FUND (DAF) GRANTS, COMPETITIVE GRANTS, AND SCHOLARSHIP FUNDS. IN 2024, THE TOTAL GRANTS AND SCHOLARSHIP PAYMENTS FROM ALL FUNDS TOTALED NEARLY $9 MILLION, MARKING A $1.6 MILLION INCREASE FROM THE PREVIOUS YEAR. IN 2024, THCF ACHIEVED A NEW RECORD IN SCHOLARSHIPS WITH AWARDS OF $828,000 TO 334 STUDENTS IN OUR COMMUNITY FROM 169 SCHOLARSHIP FUNDS. SCHOLARSHIPS ALLOW STUDENTS FROM ALL WALKS OF LIFE TO PURSUE HIGHER EDUCATION AND, ULTIMATELY ACHIEVE THEIR CAREER GOALS. WE TAKE GREAT PRIDE IN CONNECTING CHARITABLE INDIVIDUALS IN OUR COMMUNITY WHO HAVE A PASSION FOR EDUCATION WITH STUDENTS TO ASSIST THEM IN ACHIEVING THEIR EDUCATIONAL DREAMS. SINCE THE PROGRAM BEGAN IN 1982, MORE THAN $7.5 MILLION IN SCHOLARSHIPS HAVE BEEN AWARDED TO STUDENTS. THE FOUNDATION'S GRANTS COMMITTEE AWARDED 64 COMPETITIVE GRANTS TOTALING $516,719 TO NONPROFIT ORGANIZATIONS IN IMPACT AREAS SUCH AS HEALTH AND WELFARE; ARTS, CULTURE, AND HISTORIC PRESERVATION; COMMUNITY BETTERMENT; ADULT/NON-TRADITIONAL AND CHILDREN'S EDUCATION; AND MISSOURI WILDLIFE CONSERVATION IN 2024. OF THE TOTAL, $432,156 CAME FROM ENDOWED FUNDS HELD AT THE FOUNDATION, WHILE $84,565 WAS MADE AVAILABLE THROUGH THE FOUNDATION'S "FILL THE GAP" CAMPAIGN, WHICH ALLOWS CURRENT FUNDHOLDERS AND OTHER PARTNERS TO MAKE ADDITIONAL FUNDS AVAILABLE TO THOSE ORGANIZATIONS NOT FULLY FUNDED BY THE COMPETITIVE GRANTS PROCESS. THE JELLEY FUND HAS GROWN FROM A SUBSTANTIAL ENDOWED GIFT OF $1.6 MILLION TO A $3.1 MILLION FUND IN ELEVEN YEARS. DESPITE DISBURSING MORE THAN $1 MILLION IN GRANTS, THE FUND CONTINUES TO IMPACT THE LIVES OF NUMEROUS LOCAL CHILDREN THROUGH SUPPORT FOR INNOVATIVE PROGRAMS AND PROJECTS AIMED AT ASSISTING UNDERSERVED YOUTH.IN 2024, THE FOUNDATION LAUNCHED OUR AFFORDABLE HOUSING INITIATIVE. AT ITS SEPTEMBER MEETING THE BOARD OF DIRECTORS ADOPTED THE RECOMMENDATIONS OF THE AFFORDABLE HOUSING COMMITTEE THAT INCLUDED THE CREATION OF THE COMMUNITY FIRST LOAN FUND TO PROVIDE FINANCING TO CREATE AFFORDABLE HOUSING.THE THCF YOUTH ADVISORY COUNCIL (YAC) COMPRISES OVER 70 STUDENTS FROM 11 LOCAL HIGH SCHOOLS. THE COUNCIL PROVIDES STUDENTS WITH HANDS-ON EXPERIENCE IN FUNDRAISING, GRANTMAKING, AND VOLUNTEERISM. IN 2024, THE ANNUAL FUNDRAISER, "COSMIC CARING-CHANGING THE UNIVERSE," SUCCESSFULLY RAISED FUNDS FOR THE YAC ENDOWMENT FUND, REACHING A BALANCE OF OVER $120,000 FOR THE FIRST TIME. THE STUDENTS AWARDED THREE GRANTS TO LOCAL NONPROFITS FROM THEIR FUND TOTALING $4,089. THE STUDENTS ALSO ORGANIZED A "FILL THOSE TRUCKS" FOOD DRIVE, WHICH COLLECTED NON-PERISHABLE FOOD ITEMS TO BENEFIT SEVERAL LOCAL NONPROFITS. THCF REMAINS COMMITTED TO PROMOTING PRIVATE GIVING FOR THE PUBLIC GOOD.
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 expenses7,985,659
Form 990 (2024)
Form 990 (2024)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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 IClick to see attachment
List of Attached Documents:
// Content
.............
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 IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
..............
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 V......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
......................
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
List of Attached Documents:
// Content
12b
Yes
 
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 other assistance to or for any foreign organization? 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 other assistance to or for foreign individuals? 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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
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....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
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 25a...............
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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
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.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
13
b
Enter the number of Forms W-2G included on 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
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
9
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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” to line 3b, 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:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
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 or note to any line 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
27
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
27
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
 
No
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 on 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 on 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 on 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 filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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, address, and telephone number of the person who possesses the organization's books and records:
BRIDGET STOPPLMAN4200 LITTLE BLUE PARKWAY STE 340   INDEPENDENCE,MO64057 (816) 836-8189
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) TERRI STEELE......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
(2) RITCHIE MOMON......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
(3) STEVE NOLL......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
(4) STAN SALVA......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
(5) DR BETH SAVIDGE......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
(6) R DYAN ZIMMERMAN......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
(7) MICHELE CRUMBAUGH......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
(8) MERIDETH ROSE......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
(9) LINDA GERDING......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
(10) LIESL HAYS......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
(11) JOE MULLINS......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
(12) DAVE TURNER......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
(13) DR THOMAS MEYER......................................................................
SECRETARY
3.00
.................
 
X   X       0 0 0
(14) DR JASON SNODGRASS......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
(15) DR BETH ROSEMERGEY......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
(16) BETH SILVERSTEIN......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
(17) ALLAN THOMPSON......................................................................
DIRECTOR
3.00
.................
 
X           0 0 0
Form 990 (2024)
Form 990 (2024)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) ROCHELLE PARKER........................................................................
VICE CHAIR
3.00
.......................  
X   X       0 0 0
(19) BRET KOLMAN........................................................................
TREASURER
3.00
.......................  
X   X       0 0 0
(20) KAREN SCHULER........................................................................
DIRECTOR
3.00
.......................  
X   X       0 0 0
(21) LYNETTE WHEELER........................................................................
CHAIR
3.00
.......................  
X   X       0 0 0
(22) JEFF WALTERS........................................................................
PAST CHAIR
3.00
.......................  
X   X       0 0 0
(23) ADAM KLIETHERMES........................................................................
DIRECTOR
3.00
.......................  
X           0 0 0
(24) KIM ROAM........................................................................
DIRECTOR
3.00
.......................  
X           0 0 0
(25) BRIDGETTE SHAFFER........................................................................
DIRECTOR
3.00
.......................  
X           0 0 0
(26) DEREK SCHOENEBERG........................................................................
DIRECTOR
3.00
.......................  
X           0 0 0
(27) JOVANNA ROHS........................................................................
DIRECTOR
3.00
.......................  
X           0 0 0
(28) BRIDGET STOPPELMAN........................................................................
CFO
40.00
.......................  
    X       110,900 0 5,717
(29) PHILLIP J HANSON........................................................................
PRESIDENT/CEO
40.00
.......................  
    X       174,402 0 13,207


1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 285,302 0 18,924
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 2
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
Yes
 
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 $100,000 of compensation from the organization 0
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 198,259
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 10,429,840
g Noncash contributions included in lines 1a - 1f:$ 1g 7,460,000
h Total. Add lines 1a-1f....... 10,628,099
 Program Service RevenueAmt Business Code
2a INCOME FROM SERVICES 900099 1,046,439 1,046,439    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 1,046,439
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 2,515,717     2,515,717
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 788,450  
b Less: cost or other basis and sales expenses 7b 0  
c Gain or (loss) 7c 788,450  
d Net gain or (loss)......... 788,450     788,450
8a Gross income from fundraising events (not including $ 198,259of contributions reported on line 1c). See Part IV, line 18 ....
8a 99,690
b Less: direct expenses ... 8b 102,512
c Net income or (loss) from fundraising events.. -2,822   -2,822
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
 OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......  
12 Total revenue. See instructions..... 14,975,883 1,046,439 0 3,301,345
Form 990 (2024)
Form 990 (2024)
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 or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 5,992,033 5,992,033
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 828,181 828,181
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 318,025 125,454 121,793 70,778
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........ 394,476 158,190 147,823 88,463
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 73,274 23,188 36,596 13,490
10 Payroll taxes ........... 50,882 16,102 25,413 9,367
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 553   553  
c Accounting ........... 19,359 33 19,326  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 804,110 804,110    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)        
12 Advertising and promotion .... 58,201 6,903 29,312 21,986
13 Office expenses ....... 18,941 1,627 17,151 163
14 Information technology ...... 63,790 5,480 57,762 548
15 Royalties ..        
16 Occupancy ........... 25,025   25,025  
17 Travel ............ 3,955 989 1,977 989
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 14,841   14,841  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 6,211   6,211  
23 Insurance ... 16,131 586 15,215 330
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 PRINTING & POSTAGE 20,722 3,282 15,396 2,044
b OFFICE REPAIRS & MAINTE 19,931 9,965 4,983 4,983
c BANK FEES 12,164 5,488 6,432 244
d TELEPHONE 8,811 4,048 3,964 799
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 8,749,616 7,985,659 549,773 214,184
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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 732,524 1 2,062,480
2 Savings and temporary cash investments ......... 9,916,780 2 7,537,758
3 Pledges and grants receivable, net ...... 145,171 3 85,279
4 Accounts receivable, net ............. 5,627 4 1,912
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 24,123 9 20,107
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 830,521
b Less: accumulated depreciation 10b 152,591 682,486 10c 677,930
11 Investments—publicly traded securities . 80,136,032 11 94,400,697
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 33)... 91,642,743 16 104,786,163
Liabilities 17 Accounts payable and accrued expenses ..... 74,490 17 120,095
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  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 20,018,185 25 21,780,633
26 Total liabilities. Add lines 17 through 25.. 20,092,675 26 21,900,728
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 69,085,779 27 80,592,002
28 Net assets with donor restrictions ........... 2,464,289 28 2,293,433
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 71,550,068 32 82,885,435
33 Total liabilities and net assets/fund balances ........ 91,642,743 33 104,786,163
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
14,975,883
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
8,749,616
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
6,226,267
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
71,550,068
5
Net unrealized gains (losses) on investments ...............
5
5,090,558
6
Donated services and use of facilities .................
6
-59,892
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
78,434
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
82,885,435
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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 on
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2024)
Form 990 (2024)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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 failed 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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 8,141,442 22,600,546 8,647,762 10,564,211 10,628,099 60,582,060
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 8,141,442 22,600,546 8,647,762 10,564,211 10,628,099 60,582,060
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) .. 13,824,680
6 Public support. Subtract line 5 from line 4. 46,757,380
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4.. 8,141,442 22,600,546 8,647,762 10,564,211 10,628,099 60,582,060
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,058,126 1,587,992 1,222,985 1,535,124 2,515,717 7,919,944
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 VI.)..            
11 Total support. Add lines 7 through 10 68,502,004
12
12
2,429,501
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
68.260 %
15
15
68.480 %
16a
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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 on 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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2024
(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2025. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2024


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) 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


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
TRUMAN HEARTLAND COMMUNITY FOUNDATION
 
Employer identification number

43-1482136
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
TRUMAN HEARTLAND COMMUNITY FOUNDATION
 
Employer identification number

43-1482136
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........right arrow

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2021 (b) 2022 (c) 2023 (d) 2024 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures       0  
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2024


Schedule C (Form 990) 2024
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
5,000
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
5,000
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990) 2024


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
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" on 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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 42,349,873 37,339,050 42,241,015 33,920,194 28,353,148
b Contributions ... 4,831,490 3,665,670 3,451,746 5,247,247 4,690,243
c Net investment earnings, gains, and losses 3,977,624 3,379,781 -6,168,173 4,872,272 3,615,351
d Grants or scholarships ... 1,773,158 1,572,054 1,754,484 1,299,068 2,405,319
e Other expenditures for facilities
and programs ...
    1,134 1,112 2,329
f Administrative expenses .... 549,773 462,574 429,920 498,518 330,900
g End of year balance ...... 48,836,056 42,349,873 37,339,050 42,241,015 33,920,194
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow90.000 %
b
Permanent endowment right arrow1.000 %
c
Term endowment right arrow9.000 %
The percentages on 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" on 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.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. 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 .....   674,000 674,000
b Buildings ....        
c Leasehold improvements   93,601 93,601 0
d Equipment ....   62,920 58,990 3,930
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 677,930
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
AGENCY FUNDS 21,472,639
LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS 307,994







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 21,780,633
2. Liability for uncertain tax positions. 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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 20,247,387
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 5,090,558
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d 78,434
e Add lines 2a through 2d ..................... 2e 5,168,992
3 Subtract line 2e from line 1.................. 3 15,078,395
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 -102,512
c Add lines 4a and 4b.................... 4c -102,512
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 14,975,883
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 8,912,020
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 59,892
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d 102,512
e Add lines 2a through 2d.................... 2e 162,404
3 Subtract line 2e from line 1................... 3 8,749,616
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 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 8,749,616
Part XIII
Supplemental Information
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.
Return Reference Explanation
PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS GAIN ON BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS
PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES
PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
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 10 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 contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on 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.




VerticalRevenue
(a) Event #1

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

 
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

297,949

 

 

297,949

2

Less: Contributions . . . .

198,259

 

 

198,259
3 Gross income (line 1 minus
line 2) . . . . . .

99,690

 

 

99,690



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . . 65,522     65,522
7 Food and beverages . . . 5,772     5,772
8 Entertainment . . . . 18,250     18,250
9 Other direct expenses . . . 12,968     12,968
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 102,512
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -2,822
Part III
Gaming. Complete if the organization answered "Yes" on 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

Noncash 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. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
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? . . . . . . . . . . . . . . . . .
YesNo
13
Indicate the percentage of gaming activity conducted 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. 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 provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990) (Rev. 1-2025)
Additional Data


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Schedule I
(Form 990)
(Rev. January 2025)
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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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
noncash assistance
(h) Purpose of grant
or assistance
(1) ABUNDANT LIFE CHURCH
304 SW PERSELS RD
LEES SUMMIT,MO64081
43-1730709 501(C)3 0 19,300     GENERAL SUPPORT
(2) ALZHEIMER'S ASSOCIATION
HEART OF AMERICA CHAPTER 8001
CONSER STE 240
OVERLAND PARK,KS66204
13-3039601 501(C)3 0 15,668     GENERAL SUPPORT
(3) AMERICAN CANCER SOCIETY
PO BOX 22478
OKLAHOMA CITY,OK731231478
13-1788491 501(C)3 0 24,723     GENERAL SUPPORT
(4) AMERICAN RED CROSS
PO BOX 37839
BOONE,IA500370839
53-0196605 501(C)3 0 32,023     GENERAL SUPPORT
(5) ANGEL FLIGHT CENTRAL INC
10 NW RICHARDS RD CHARLES B WHEELER
DOWNTOWN AIRPORT
KANSAS CITY,MO641164253
43-1699607 501(C)3 0 6,206     GENERAL SUPPORT
(6) ASCENSION LUTHERAN CHURCH
4900 BLUE RIDGE BLVD
KANSAS CITY,MO641332598
501(C)3 0 12,000     GENERAL SUPPORT
(7) AVILA UNIVERSITY
11901 WORNALL RD BUSINESS OFFICE
KANSAS CITY,MO641451698
44-0617326 501(C)3 0 10,500     GENERAL SUPPORT
(8) BENEDICTINE COLLEGE
1020 N 2ND ST
ATCHISON,KS660021499
48-0777079 501(C)3 0 7,000     GENERAL SUPPORT
(9) BIKEWALKKC
1106 E 30TH ST STE G
KANSAS CITY,MO641091507
45-3832438 501(C)3 0 8,000     GENERAL SUPPORT
(10) BISHOP SULLIVAN CENTER INC
6435 E TRUMAN RD
KANSAS CITY,MO641262635
43-1750848 501(C)3 0 10,300     GENERAL SUPPORT
(11) BLUE RIDGE PRESBYTERIAN CHURCH
PO BOX 16536
KANSAS CITY,MO641330536
501(C)3 0 8,000     GENERAL SUPPORT
(12) BLUE SPRINGS CHRISTIAN CHURCH
7920 S 7 HWY
BLUE SPRINGS,MO640145704
51-0158895 501(C)3 0 8,000     GENERAL SUPPORT
(13) BLUE SPRINGS CITY THEATRE
PO BOX 1358
BLUE SPRINGS,MO640131358
86-1132813 501(C)3 0 9,000     GENERAL SUPPORT
(14) BOYS & GIRLS CLUBS OF GREATER KANSAS CITY
4001 MARTIN LUTHER KING JR PARKWAY
SUITE 102
KANSAS CITY,MO64130
43-6072065 501(C)3 0 25,200     GENERAL SUPPORT
(15) BRIGHTSTONE INC
PO BOX 682966
FRANKLIN,TN370682966
62-1783260 501(C)3 0 305,000     GENERAL SUPPORT
(16) BURNETT MUSIC FOUNDATION
PO BOX 47
LEAVENWORTH,KS660480047
84-4613845 501(C)3 0 10,000     GENERAL SUPPORT
(17) BY THE HAND CLUB FOR KIDS
PO BOX 10043
CHICAGO,IL606100043
20-3144284 501(C)3 0 50,000     GENERAL SUPPORT
(18) CALLED TO GREATNESS
PO BOX 266
LAWRENCE,KS660440266
41-2177036 501(C)3 0 5,400     GENERAL SUPPORT
(19) CAMP ENCOURAGE
4025 CENTRAL
KANSAS CITY,MO64111
26-0797076 501(C)3 0 5,500     GENERAL SUPPORT
(20) CANCER ACTION INC
7010 W 107TH ST STE 110
OVERLAND PARK,KS662121837
48-0650257 501(C)3 0 5,600     GENERAL SUPPORT
(21) CARE INTERNATIONAL
PO BOX 1870
MERRIFIELD,VA221168070
13-1685039 501(C)3 0 15,000     GENERAL SUPPORT
(22) CASS COMMUNITY HEALTH FOUNDATION
2316 E MEYER BLVD
KANSAS CITY,MO641321136
43-1349495 501(C)3 0 12,000     GENERAL SUPPORT
(23) CASS COUNTY HISTORICAL SOCIETY
400 E MECHANIC ST
HARRISONVILLE,MO647012428
23-7357777 501(C)3 0 63,662     GENERAL SUPPORT
(24) CAVE SPRING ASSOCIATION
8701 E GREGORY BLVD
RAYTOWN,MO641336351
51-0189082 501(C)3 0 6,164     GENERAL SUPPORT
(25) CENTRAL UNITED METHODIST CHURCH
5144 OAK ST KANSAS CITY MO
64112-2714
KANSAS CITY,MO641122714
501(C)3 0 9,900     GENERAL SUPPORT
(26) CHILDREN'S MERCY HOSPITALS & CLINICS
2401 GILLHAM RD DEPARTMENT OF
PHILANTHROPY
KANSAS CITY,MO641084619
44-0605373 501(C)3 0 32,918     GENERAL SUPPORT
(27) CHRISTIAN CHURCH OF GREATER KANSAS CITY
9401 JOHNSON DR
MERRIAM,KS662033141
44-0558472 501(C)3 0 9,880     GENERAL SUPPORT
(28) CHURCH OF THE ASCENSION
9510 W 127TH ST
OVERLAND PARK,KS662133200
501(C)3 0 9,000     GENERAL SUPPORT
(29) CHURCH OF THE HARVEST
14841 S BLACKBOB RD
OLATHE,KS660622637
48-1210696 501(C)3 0 18,000     GENERAL SUPPORT
(30) CITIZENS CIVIC AND CULTURAL COMMITTEE
PO BOX 1019 C/O SERMON CENTER
INDEPENDENCE,MO640510519
43-1190763 501(C)3 0 20,784     GENERAL SUPPORT
(31) CITY OF INDEPENDENCE - FINANCE DEPARTMENT
111 E MAPLE AVE
INDEPENDENCE,MO640503066
44-6000190   0 40,672     GENERAL SUPPORT
(32) CITY UNION MISSION
1100 E 11TH ST
KANSAS CITY,MO641063095
44-6005481 501(C)3 0 19,500     GENERAL SUPPORT
(33) CLINTON METHODIST CHURCH
601 S 4TH ST
CLINTON,MO647352917
44-0590276 501(C)3 0 12,000     GENERAL SUPPORT
(34) COE COLLEGE
1220 1ST AVE NE FINANCIAL AID
CEDAR RAPIDS,IA524025092
501(C)3 0 10,500     GENERAL SUPPORT
(35) COLDWATER OF LEE'S SUMMIT
838 SW BLUE PKWY
LEES SUMMIT,MO640633805
13-4306668 501(C)3 0 8,275     GENERAL SUPPORT
(36) COLLEGE OF THE OZARKS
PO BOX 17
POINT LOOKOUT,MO657260017
44-0556862 501(C)3 0 46,590     GENERAL SUPPORT
(37) COLORADO CHRISTIAN UNIVERSITY
8787 W ALAMEDA AVE
LAKEWOOD,CO802262824
84-0442429 501(C)3 0 6,000     GENERAL SUPPORT
(38) COMMUNITY SERVICES LEAGUE
404 N NOLAND RD
INDEPENDENCE,MO64050
43-0976396 501(C)3 0 347,750     GENERAL SUPPORT
(39) CONCORDIA UNIVERSITY
800 N COLUMBIA AVE RM S
SEWARD,NE684341594
47-0378777 501(C)3 0 12,000     GENERAL SUPPORT
(40) CORNERSTONE HOMESCHOOL ENRICHMENT INC
25320 W 247TH ST
PAOLA,KS660715571
87-2434586 501(C)3 0 10,000     GENERAL SUPPORT
(41) COURAGEOUS LIFE CHURCH
17310 E US HIGHWAY 40
INDEPENDENCE,MO640555338
45-5011117 501(C)3 0 10,000     GENERAL SUPPORT
(42) CRECER FOUNDATION
PO BOX 399
DE SOTO,KS660180399
20-5197207 501(C)3 0 15,000     GENERAL SUPPORT
(43) CROSSLINE CHURCH
23331 MOULTON PKWY
LAGUNA HILLS,CA926531210
73-1721664 501(C)3 0 10,000     GENERAL SUPPORT
(44) DEVELOPING POTENTIAL
251 NW EXECUTIVE WAY STE 200
LEES SUMMIT,MO640631889
43-1661167 501(C)3 0 11,319     GENERAL SUPPORT
(45) DOCTORS WITHOUT BORDERS
PO BOX 5030
HAGERSTOWN,MD217415030
13-3433452 501(C)3 0 7,900     GENERAL SUPPORT
(46) DORDT UNIVERSITY
700 7TH ST NE
SIOUX CENTER,IA512501671
42-0772559 501(C)3 0 7,500     GENERAL SUPPORT
(47) DRUMM FARM CENTER FOR CHILDREN INC
3210 S LEES SUMMIT RD
INDEPENDENCE,MO640551998
44-0569643 501(C)3 0 36,387     GENERAL SUPPORT
(48) DRURY UNIVERSITY
900 N BENTON AVE BURHAM HALL ROOM
100
SPRINGFIELD,MO658023712
44-0552049 501(C)3 0 6,500     GENERAL SUPPORT
(49) EMMAUS HOMES
3731 MUELLER RD
SAINT CHARLES,MO633018315
43-0653309 501(C)3 0 7,892     GENERAL SUPPORT
(50) ENGLEWOOD ARTS
10901 E WINNER RD
INDEPENDENCE,MO640523755
84-3106613 501(C)3 0 71,638     GENERAL SUPPORT
(51) FEEDING AMERICA
161 N CLARK ST STE 700 CHICAGO IL
60601-3389
CHICAGO,IL606013389
36-3673599 501(C)3 0 13,500     GENERAL SUPPORT
(52) FELLOWSHIP BIBLE CHURCH
1210 FRANKLIN RD BRENTWOOD TN
37027-6510
BRENTWOOD,TN370276510
62-1660360 501(C)3 0 113,000     GENERAL SUPPORT
(53) FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS RD KANSAS CITY MO
64129-1680
KANSAS CITY,MO641291680
44-0610626 501(C)3 0 12,000     GENERAL SUPPORT
(54) FIRST BAPTIST CHURCH OF INDEPENDENCE
500 W TRUMAN RD INDEPENDENCE MO
64050-2695
INDEPENDENCE,MO640502695
04-0556855 501(C)3 0 5,759     GENERAL SUPPORT
(55) FIRST CHRISTIAN CHURCH OF INDEPENDENCE
125 S PLEASANT ST INDEPENDENCE MO
64050-3600
INDEPENDENCE,MO640503600
44-0593006 501(C)3 0 5,628     GENERAL SUPPORT
(56) FIRST PRESBYTERIAN CHURCH OF LEE'S SUMMIT
1625 NW OBRIEN RD LEES SUMMIT MO
64081-1556
LEES SUMMIT,MO640811556
44-0665111 501(C)3 0 7,100     GENERAL SUPPORT
(57) FORT HAYS STATE UNIVERSITY FOUNDATION
PO BOX 1060 HAYS KS 67601-1060
HAYS,KS676011060
48-6108086 501(C)3 0 5,628     GENERAL SUPPORT
(58) FRANKTOWN OPEN HEARTS
320 MAIN ST STE 200 FRANKLIN TN
37064-2677
FRANKLIN,TN370642677
20-2862970 501(C)3 0 10,000     GENERAL SUPPORT
(59) GATEHOUSE MEDIA MISSOURI HOLDINGS II INC
PO BOX 631339 CINCINNATI OH
45263-1339
CINCINNATI,OH452631339
501(C)3 0 13,207     GENERAL SUPPORT
(60) GATEWAY CHURCH OF BLUE SPRINGS
5600 SW WOODS CHAPEL RD BLUE
SPRINGS MO 64015-7138
BLUE SPRINGS,MO640157138
36-4514694 501(C)3 0 150,300     GENERAL SUPPORT
(61) GILDA'S CLUB KANSAS CITY
21 W 43RD ST KANSAS CITY MO 64111
KANSAS CITY,MO64111
20-0493511 501(C)3 0 5,094     GENERAL SUPPORT
(62) GIVING THE BASICS INC
927 S 7TH ST KANSAS CITY KS 66105
KANSAS CITY,KS66105
45-3069975 501(C)3 0 6,500     GENERAL SUPPORT
(63) GRACE ORTHODOX PRESBYTERIAN CHURCH
2381 CEDAR LN VIENNA VA 22180-5210
VIENNA,VA221805210
501(C)3 0 30,000     GENERAL SUPPORT
(64) GRACE PRESBYTERIAN CHURCH OF THE NORTH SHORE
440 RIDGE AVE WINNETKA IL
60093-2519
WINNETKA,IL600932519
36-4416196 501(C)3 0 50,000     GENERAL SUPPORT
(65) GRACEWORKS MINISTRIES
104 SE PARKWAY STE 800 FRANKLIN TN
37064-3983
FRANKLIN,TN370643983
62-1584204 501(C)3 0 15,000     GENERAL SUPPORT
(66) GRAIN VALLEY R-5 SCHOOL DISTRICT
PO BOX 304 GRAIN VALLEY MO
64029-0304
GRAIN VALLEY,MO640290304
44-6004947 501(C)3 0 66,332     GENERAL SUPPORT
(67) GREATER KANSAS CITY COMMUNITY FOUNDATION
1055 BROADWAY BLVD STE 130 KANSAS
CITY MO 64105-1595
KANSAS CITY,MO641051595
43-1152398 501(C)3 0 51,582     GENERAL SUPPORT
(68) HARRISONVILLE ANIMAL SHELTER
PO BOX 367 HARRISONVILLE MO
64701-0367
HARRISONVILLE,MO647010367
44-6000184 501(C)3 0 24,523     GENERAL SUPPORT
(69) HARRISONVILLE MINISTERIAL ALLIANCE - SHEPHERD'S STAFF FOOD PANTRY
PO BOX 262 HARRISONVILLE MO
64701-0262
HARRISONVILLE,MO647010262
43-1800881 501(C)3 0 24,523     GENERAL SUPPORT
(70) HARRY S TRUMAN LIBRARY INSTITUTE
5151 TROOST AVE STE 300 KANSAS CITY
MO 64110-2524
KANSAS CITY,MO641102524
43-6042632 501(C)3 0 8,994     GENERAL SUPPORT
(71) HARVESTERS
3801 TOPPING AVE KANSAS CITY MO
64129-1744
KANSAS CITY,MO641291744
43-1208665 501(C)3 0 65,522     GENERAL SUPPORT
(72) HEALTHED CONNECT
1401 W TRUMAN RD INDEPENDENCE MO
64050-3434
INDEPENDENCE,MO640503434
27-1115162 501(C)3 0 9,990     GENERAL SUPPORT
(73) HILLCREST TRANSITIONAL HOUSING
PO BOX 901924 KANSAS CITY MO
64190-1924
KANSAS CITY,MO641901924
20-3093292 501(C)3 0 64,516     GENERAL SUPPORT
(74) HILLSDALE COLLEGE
33 E COLLEGE ST HILLSDALE MI
49242-1298
HILLSDALE,MI492421298
38-1374230 501(C)3 0 39,340     GENERAL SUPPORT
(75) HISTORICAL SOCIETY OF LEE'S SUMMIT
PO BOX 835 LEES SUMMIT MO
64063-0835
LEES SUMMIT,MO640630835
30-0073355 501(C)3 0 5,369     GENERAL SUPPORT
(76) HOPEBUILDERS HOME REPAIR
11184 ANTIOCH RD 324 OVERLAND PARK
KS 66210-2420
OVERLAND PARK,KS662102420
48-1248881 501(C)3 0 11,000     GENERAL SUPPORT
(77) HOPE HOUSE INC
PO BOX 577 LEES SUMMIT MO 64063
LEES SUMMIT,MO64063
43-1265685 501(C)3 0 64,880     GENERAL SUPPORT
(78) HOPE NETWORK OF RAYTOWN
10500 E 350 HWY RAYTOWN MO
64138-1811
RAYTOWN,MO641381811
26-0240331 501(C)3 0 10,000     GENERAL SUPPORT
(79) HORSEPOWER EXPERIENTIAL LEARNING PROGRAM
PO BOX 15 LONE JACK MO 64070-0015
LONE JACK,MO640700015
46-4444309 501(C)3 0 13,000     GENERAL SUPPORT
(80) INDEPENDENCE MEALS ON WHEELS
C/O TRINITY EPISCOPAL CHURCH 409 N
LIBERTY INDEPENDENCE MO 64050
INDEPENDENCE,MO64050
43-1083396 501(C)3 0 24,000     GENERAL SUPPORT
(81) INDEPENDENCE SCHOOL DIST FOUNDATION
201 N FOREST AVE STE 30
INDEPENDENCE MO 64050-2697
INDEPENDENCE,MO640502697
43-1831303 501(C)3 0 154,300     GENERAL SUPPORT
(82) INDEPENDENCE SCHOOL DISTRICT
201 N FOREST AVE STE 30
INDEPENDENCE MO 64050-2697
INDEPENDENCE,MO640502697
44-6003031 501(C)3 0 6,396     GENERAL SUPPORT
(83) JACKSON COUNTY HISTORICAL SOCIETY
PO BOX 4241 INDEPENDENCE MO
64051-4241
INDEPENDENCE,MO640514241
44-0651562 501(C)3 0 54,977     GENERAL SUPPORT
(84) JOHN MAXWELL LEADERSHIP FOUNDATION INC
2050 SUGARLOAF CIR DULUTH GA
30097-4084
DULUTH,GA300974084
82-1614152 501(C)3 0 12,000     GENERAL SUPPORT
(85) JOURNEY BIBLE CHURCH INC
13700 W 151ST ST OLATHE KS
66062-9703
OLATHE,KS660629703
48-0928553 501(C)3 0 80,000     GENERAL SUPPORT
(86) JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC
PO BOX 801686 KANSAS CITY MO
64180-1686
KANSAS CITY,MO641801686
44-0604809 501(C)3 0 15,715     GENERAL SUPPORT
(87) JUNIOR SERVICE LEAGUE OF INDEPENDENCE
3122 S CRYSLER AVE INDEPENDENCE MO
64055-2331
INDEPENDENCE,MO640552331
43-6050228 501(C)3 0 12,868     GENERAL SUPPORT
(88) KANSAS CITY FREE EYE CLINIC
705 VIRGINIA AVE KANSAS CITY MO
64106-1744
KANSAS CITY,MO641061744
27-0704299 501(C)3 0 5,500     GENERAL SUPPORT
(89) KANSAS CITY PET PROJECT
7077 ELMWOOD AVE KANSAS CITY MO
64132-1614
KANSAS CITY,MO641321614
45-3067615 501(C)3 0 14,518     GENERAL SUPPORT
(90) KANSAS CITY STEPPINGSTONE
5100 NOLAND RD KANSAS CITY MO
64133-2610
KANSAS CITY,MO641332610
43-0654856 501(C)3 0 21,565     GENERAL SUPPORT
(91) KANSAS CITY SYMPHONY
1644 WYANDOTTE ST KANSAS CITY MO
64108-1224
KANSAS CITY,MO641081224
43-1297475 501(C)3 0 5,100     GENERAL SUPPORT
(92) KANSAS CITY UNIVERSITY - OFFICE OF PHILANTHROPY AND ALUMNI RELATIONS
1750 INDEPENDENCE AVE KANSAS CITY
MO 64106-1453
KANSAS CITY,MO641061453
44-0545280 501(C)3 0 7,500     GENERAL SUPPORT
(93) KANSAS STATE UNIVERSITY
1601 VATTIER ST MANHATTAN KS
66506-2504
MANHATTAN,KS665062504
  0 6,500     GENERAL SUPPORT
(94) KCPT - PUBLIC TELEVISION
125 E 31ST ST KANSAS CITY MO
64108-3299
KANSAS CITY,MO641083299
23-7114952 501(C)3 0 20,157     GENERAL SUPPORT
(95) KCUR - 893 FM
4825 TROOST AVE STE 202 KANSAS CITY
MO 64110-2030
KANSAS CITY,MO641102030
43-6003859   0 6,672     GENERAL SUPPORT
(96) KIRKSVILLE FIRST UNITED METHODIST CHURCH
300 E WASHINGTON ST KIRKSVILLE MO
63501-3074
KIRKSVILLE,MO635013074
501(C)3 0 6,000     GENERAL SUPPORT
(97) KNOX PRESBYTERIAN CHURCH
9595 W 95TH ST OVERLAND PARK KS
66212-5063
OVERLAND PARK,KS662125063
48-0686721 501(C)3 0 7,200     GENERAL SUPPORT
(98) LEE'S SUMMIT ACADEMY
601 NW LIBBY LN LEES SUMMIT MO
64063-1858
LEES SUMMIT,MO640631858
43-1118190 501(C)3 0 9,000     GENERAL SUPPORT
(99) LEE'S SUMMIT JAZZ ORCHESTRA
210 SW MARKET ST LEES SUMMIT MO
64063-2314
LEES SUMMIT,MO640632314
84-2677227 501(C)3 0 8,500     GENERAL SUPPORT
(100) LEE'S SUMMIT R-7 SCHOOL DISTRICT
301 NE TUDOR RD LEES SUMMIT MO
64086-5702
LEES SUMMIT,MO640865702
501(C)3 0 9,211     GENERAL SUPPORT
(101) LEE'S SUMMIT SYMPHONY
PO BOX 352 LEES SUMMIT MO
64063-0352
LEES SUMMIT,MO640630352
27-0055476 501(C)3 0 9,500     GENERAL SUPPORT
(102) LEE UNIVERSITY- FUNDRAISING
1120 N OCOEE ST CLEVELAND TN
37311-4475
CLEVELAND,TN373114475
62-0502739 501(C)3 0 20,000     GENERAL SUPPORT
(103) LEGACY CHRISTIAN CHURCH
10150 ANTIOCH RD OVERLAND PARK KS
66212-4285
OVERLAND PARK,KS662124285
501(C)3 0 6,000     GENERAL SUPPORT
(104) LIBERTY UNIVERSITY - FINANCIAL AID
1971 UNIVERSITY BLVD LYNCHBURG VA
24515-0002
LYNCHBURG,VA245150002
54-0946734 501(C)3 0 7,900     GENERAL SUPPORT
(105) LINCOLN NATIONAL LIFE INSURANCE CO
PO BOX 7719 PHILADELPHIA PA
19101-7719
PHILADELPHIA,PA191017719
35-0472300 501(C)3 0 94,300     GENERAL SUPPORT
(106) LUTHERAN HIGH SCHOOL ASSOCIATION
5401 LUCAS AND HUNT RD SAINT LOUIS
MO 63121-1503
SAINT LOUIS,MO631211503
43-0662478 501(C)3 0 10,000     GENERAL SUPPORT
(107) MARIAN HOPE
14820 E 42ND ST S INDEPENDENCE MO
64055
INDEPENDENCE,MO64055
42-1622474 501(C)3 0 13,000     GENERAL SUPPORT
(108) MARTIN LUTHER LUTHERAN CHURCH
1200 SW BLUE PKWY LEES SUMMIT MO
64063-1886
LEES SUMMIT,MO640631886
43-1310801 501(C)3 0 13,200     GENERAL SUPPORT
(109) MARYVILLE UNIVERSITY
650 MARYVILLE UNIVERSITY DR SAINT
LOUIS MO 63141-7299
SAINT LOUIS,MO631417299
501(C)3 0 17,000     GENERAL SUPPORT
(110) MBCH CHILDREN AND FAMILY MINISTRIES
11300 SAINT CHARLES ROCK RD
BRIDGETON MO 63044-2721
BRIDGETON,MO630442721
43-1948009 501(C)3 0 14,442     GENERAL SUPPORT
(111) MEALS ON WHEELS OF LEE'S SUMMIT INC
PO BOX 1393 LEES SUMMIT MO
64063-0362
LEES SUMMIT,MO640630362
43-1886433 501(C)3 0 6,000     GENERAL SUPPORT
(112) METROPOLITAN COMMUNITY COLLEGE - BLUE RIVER
20301 E 78 HWY INDEPENDENCE MO
64057-2053
INDEPENDENCE,MO640572053
43-0813703 501(C)3 0 5,709     GENERAL SUPPORT
(113) METROPOLITAN COMMUNITY COLLEGE FOUNDATION
3200 BROADWAY BLVD KANSAS CITY MO
64111-2429
KANSAS CITY,MO641112429
51-0181875 501(C)3 0 22,000     GENERAL SUPPORT
(114) METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT
3100 BROADWAY BLVD STE 400 KANSAS
CITY MO 64111-2591
KANSAS CITY,MO641112591
43-1061620 501(C)3 0 6,000     GENERAL SUPPORT
(115) MISSION AVIATION FELLOWSHIP
PO BOX 47 NAMPA ID 83653-0047
NAMPA,ID836530047
95-1920983 501(C)3 0 12,000     GENERAL SUPPORT
(116) MISSOURI SOUTHERN STATE UNIVERSITY
3950 NEWMAN RD FINANCIAL AID -
HEARNES HALL JOPLIN MO 64801-1595
JOPLIN,MO648011595
43-0907114   0 5,960     GENERAL SUPPORT
(117) MISSOURI STATE UNIVERSITY
OFFICE OF STUDENT FINANCIAL 901 S
NATIONAL AVE SPRINGFIELD MO 65897-0
SPRINGFIELD,MO658970001
43-1234200   0 23,730     GENERAL SUPPORT
(118) MISSOURI UNIVERSITY OF SCIENCE & TECHNOLOGY
G-1 PARKER HALL 300TH W 13 ATTN
STUDENT FINANCIAL ASSISTANCE ROLLA
ROLLA,MO654090001
  0 8,000     GENERAL SUPPORT
(119) MISSOURI WESTERN STATE UNIVERSITY
4525 DOWNS DR 103 SAINT JOSEPH MO
64507-2294
SAINT JOSEPH,MO645072294
23-7035423 501(C)3 0 9,230     GENERAL SUPPORT
(120) MOTHER'S REFUGE
14400 E 42ND ST S STE 220
INDEPENDENCE MO 64055-4871
INDEPENDENCE,MO640554871
43-1454628 501(C)3 0 27,100     GENERAL SUPPORT
(121) MS ACHIEVEMENT CENTER AT KUMED
3599 RAINBOW BLVD KANSAS CITY KS
66103-2078
KANSAS CITY,KS661032078
43-1747002   0 20,000     GENERAL SUPPORT
(122) MUSIC ARTS INSTITUTE
1010 S PEARL ST INDEPENDENCE MO
64050-4533
INDEPENDENCE,MO640504533
43-1245831 501(C)3 0 64,744     GENERAL SUPPORT
(123) NORTH CENTRAL MISSOURI COLLEGE
1301 MAIN ST TRENTON MO 64683-1824
TRENTON,MO646831824
43-1423040   0 30,500     GENERAL SUPPORT
(124) NORTHWEST COMMUNITIES DEVELOPMENT CORPORATION
217 S CEDAR AVE INDEPENDENCE MO
64053-1423
INDEPENDENCE,MO640531423
43-1822719 501(C)3 0 68,700     GENERAL SUPPORT
(125) NORTHWEST MISSOURI STATE UNIVERSITY
800 UNIVERSITY DR 273 ADMIN
BLDG-FINANCIAL AID OFFICE MARYVILLE
MARYVILLE,MO644686001
23-7165025   0 31,150     GENERAL SUPPORT
(126) OATS INC
7760 W RODEN CT HOME OFFICE 2501
MAGUIRE BLVD COLUMBIA MO 65202-8756
COLUMBIA,MO652028756
43-1016961 501(C)3 0 11,000     GENERAL SUPPORT
(127) OLD MISSION UNITED METHODIST CHURCH
5519 STATE PARK RD FAIRWAY KS
66205-2699
FAIRWAY,KS662052699
501(C)3 0 35,400     GENERAL SUPPORT
(128) OPERATION SMILE INC
3641 FACULTY BLVD VIRGINIA BEACH VA
23453-8000
VIRGINIA BEACH,VA234538000
54-1460147 501(C)3 0 7,609     GENERAL SUPPORT
(129) ORDINARY HERO FOUNDATION INC
PO BOX 1945 BRENTWOOD TN 37024-1945
BRENTWOOD,TN370241945
27-1778360 501(C)3 0 20,000     GENERAL SUPPORT
(130) PAWSPERITY
5805 TROOST AVE KANSAS CITY MO
64110-3143
KANSAS CITY,MO641103143
46-4112524 501(C)3 0 10,000     GENERAL SUPPORT
(131) PISGAH BAPTIST CHURCH
112 PISGAH DR EXCELSIOR SPRINGS MO
64024-2825
EXCELSIOR SPRINGS,MO640242825
501(C)3 0 5,768     GENERAL SUPPORT
(132) POWELL GARDENS
1609 NW US HIGHWAY 50 KINGSVILLE MO
64061-9000
KINGSVILLE,MO640619000
43-1483357 501(C)3 0 8,700     GENERAL SUPPORT
(133) PRO DEO YOUTH CENTER
214 NE CHIPMAN ROAD LEES SUMMIT MO
64063
LEES SUMMIT,MO64063
27-1834872 501(C)3 0 13,500     GENERAL SUPPORT
(134) PROTECTIVE LIFE INSURANCE COMPANY
PO BOX 2606 BIRMINGHAM AL
35202-2606
BIRMINGHAM,AL352022606
501(C)3 0 235,000     GENERAL SUPPORT
(135) PUPPETRY ARTS INSTITUTE
11025 E WINNER RD INDEPENDENCE MO
64052
INDEPENDENCE,MO64052
43-1891966 501(C)3 0 21,500     GENERAL SUPPORT
(136) RAYTOWN EDUCATIONAL FOUNDATION
10750 E 350 HWY RAYTOWN MO
64138-1872
RAYTOWN,MO641381872
43-1667551 501(C)3 0 29,472     GENERAL SUPPORT
(137) RAYTOWN QUALITY SCHOOLS
6608 RAYTOWN RD ATTN RACHEL
JOHNSTON RAYTOWN MO 64133-5240
RAYTOWN,MO641335240
44-6004129 501(C)3 0 6,190     GENERAL SUPPORT
(138) REACH OUT AND READ KANSAS CITY
KU MEDICAL CENTER 3901 RAINBOW BLVD
MS 1501 KANSAS CITY KS 66160
KANSAS CITY,KS66160
48-0547734 501(C)3 0 10,000     GENERAL SUPPORT
(139) REDEEMER PRESBYTERIAN CHURCH INC
9333 W 159TH ST OVERLAND PARK KS
66221-9524
OVERLAND PARK,KS662219524
48-1138076 501(C)3 0 9,350     GENERAL SUPPORT
(140) RENDED HEART
PO BOX 321 GRANDVIEW MO 64030-0321
GRANDVIEW,MO640300321
35-2632412 501(C)3 0 5,200     GENERAL SUPPORT
(141) RESOURCE HEALTH
1260 NE WINDSOR DR LEES SUMMIT MO
64086-5594
LEES SUMMIT,MO640865594
43-1808105 501(C)3 0 212,500     GENERAL SUPPORT
(142) RESTART INC
918 E 9TH ST KANSAS CITY MO
64106-3009
KANSAS CITY,MO641063009
43-1349378 501(C)3 0 23,552     GENERAL SUPPORT
(143) RESTORATION HOUSE OF GREATER KANSAS CITY AKA REHOPE
25713 S STATE ROUTE K HARRISONVILLE
MO 64701-9183
HARRISONVILLE,MO647019183
27-4837279 501(C)3 0 20,815     GENERAL SUPPORT
(144) REVIVE CHURCH
9900 VIEW HIGH DR KANSAS CITY MO
64134-2445
KANSAS CITY,MO641342445
43-1118190 501(C)3 0 7,600     GENERAL SUPPORT
(145) RISE FOUNDATION
2657 KIPLING ST PALO ALTO CA
94306-2426
PALO ALTO,CA943062426
91-6542513 501(C)3 0 7,000     GENERAL SUPPORT
(146) ROCKHURST UNIVERSITY
1100 ROCKHURST RD OFFICE OF
FINANCIAL AID KANSAS CITY MO 64110-
KANSAS CITY,MO641102561
44-0545813 501(C)3 0 18,000     GENERAL SUPPORT
(147) ROTARY CLUB OF INDEPENDENCE
PO BOX 176 INDEPENDENCE MO
64051-0176
INDEPENDENCE,MO640510176
43-6052948 501(C)3 0 6,000     GENERAL SUPPORT
(148) SALVATION ARMY - INDEPENDENCE
14700 E TRUMAN ROAD INDEPENDENCE MO
64050
INDEPENDENCE,MO64050
44-0545998 501(C)3 0 7,681     GENERAL SUPPORT
(149) SAMARITANS PURSE
PO BOX 3000 BOONE NC 28607-3000
BOONE,NC286073000
58-1437002 501(C)3 0 30,131     GENERAL SUPPORT
(150) SHOW-ME LIVE EVENT PRODUCTION
4501 BLUE RIDGE CUT OFF KANSAS CITY
MO 64133-1403
KANSAS CITY,MO641331403
43-1386650 501(C)3 0 12,908     GENERAL SUPPORT
(151) SLEEP IN HEAVENLY PEACE INC - MO - KANSAS CITY SE
8818 S CORN RD OAK GROVE MO
64075-7265
OAK GROVE,MO640757265
46-4346568 501(C)3 0 11,400     GENERAL SUPPORT
(152) SOCIETY FOR THE STUDY OF AMPHIBIANS AND REPTILES
PO BOX 376 RODEO NM 88056-0376
RODEO,NM880560376
48-0939873 501(C)3 0 108,778     GENERAL SUPPORT
(153) SOCIETY FOR THE STUDY OF AMPHIBIANS AND REPTILES
PO BOX 376 RODEO NM 88056-0376
RODEO,NM880560376
48-0939873 501(C)3 0 19,300     GENERAL SUPPORT
(154) SOUTH ORANGE PERFORMING ARTS CENTER - SOPAC
1 SOPAC WAY SOUTH ORANGE NJ
07079-4402
SOUTH ORANGE,NJ070794402
32-0074004 501(C)3 0 7,000     GENERAL SUPPORT
(155) SPECIAL OLYMPICS MISSOURI
305 SPECIAL OLYMPICS DR JEFFERSON
CITY MO 65101-2398
JEFFERSON CITY,MO651012398
23-7328374 501(C)3 0 5,200     GENERAL SUPPORT
(156) STATE FAIR COMMUNITY COLLEGE
3201 W 16TH ST FINANCIAL AID
OFFICE- HOPKINS BUILDING R SEDALIA
SEDALIA,MO653012199
43-1408945   0 18,500     GENERAL SUPPORT
(157) STERLING COLLEGE
125 W COOPER ST STERLING KS
67579-2500
STERLING,KS675792500
48-0543728 501(C)3 0 5,150     GENERAL SUPPORT
(158) ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 SAINT JUDE PL MEMPHIS TN
38105-1905
MEMPHIS,TN381051905
35-1044585 501(C)3 0 44,397     GENERAL SUPPORT
(159) ST MARK'S CATHOLIC CHURCH
3736 S LEES SUMMIT RD INDEPENDENCE
MO 64055-6759
INDEPENDENCE,MO640556759
43-0835155 501(C)3 0 21,086     GENERAL SUPPORT
(160) ST MARY'S CATHOLIC CHURCH - HIGGINSVILLE
401 W BROADWAY ST HIGGINSVILLE MO
64037-1946
HIGGINSVILLE,MO640371946
501(C)3 0 10,000     GENERAL SUPPORT
(161) ST MICHAEL THE ARCHANGEL CATHOLIC HIGH SCHOOL
2901 NW LEES SUMMIT RD LEES SUMMIT
MO 64064-2203
LEES SUMMIT,MO640642203
46-2522212 501(C)3 0 7,317     GENERAL SUPPORT
(162) ST PATRICK CATHOLIC CHURCH
1086 N 94TH ST KANSAS CITY KS
66112-1514
KANSAS CITY,KS661121514
501(C)3 0 9,500     GENERAL SUPPORT
(163) ST PETERS' CATHOLIC CHURCH
815 E MEYER BLVD KANSAS CITY MO
64131-1116
KANSAS CITY,MO641311116
44-0546198 501(C)3 0 10,000     GENERAL SUPPORT
(164) ST ROBERT BELLARMINE CATHOLIC CHURCH
4313 SW STATE ROUTE 7 BLUE SPRINGS
MO 64014-5701
BLUE SPRINGS,MO640145701
501(C)3 0 13,000     GENERAL SUPPORT
(165) STUDENT MOBILIZATION INC
PO BOX 567 CONWAY AR 72033-0567
CONWAY,AR720330567
71-0629392 501(C)3 0 13,500     GENERAL SUPPORT
(166) SUMMIT WOODS BAPTIST CHURCH
2501 SE SHENANDOAH DR LEES SUMMIT
MO 64063-3603
LEES SUMMIT,MO640633603
43-1810675 501(C)3 0 10,100     GENERAL SUPPORT
(167) THE CEDARVILLE UNIVERSITY
251 N MAIN ST CEDARVILLE OH
45314-8564
CEDARVILLE,OH453148564
31-0536647 501(C)3 0 7,000     GENERAL SUPPORT
(168) THE CONFERENCE OF RESTORATION ELDERS
3929 BUCKNER TARSNEY RD SIBLEY MO
64088
SIBLEY,MO64088
43-1618008 501(C)3 0 53,408     GENERAL SUPPORT
(169) THE CZECH AND SLOVAK CLUB OF GREATER KANSAS CITY
4026 N RIVER BLVD SUGAR CREEK MO
64050-1031
SUGAR CREEK,MO640501031
48-0102637 501(C)3 0 16,000     GENERAL SUPPORT
(170) THE GATHERING BAPTIST CHURCH
4505 S NOLAND RD INDEPENDENCE MO
64055-4744
INDEPENDENCE,MO640554744
82-4947942 501(C)3 0 22,800     GENERAL SUPPORT
(171) THE PARK CHURCH OF CHRIST
10600 E 96TH ST TULSA OK 74133-5141
TULSA,OK741335141
501(C)3 0 6,000     GENERAL SUPPORT
(172) THE RIDGE A COMMUNITY CHURCH
5055 BLUE RIDGE BLVD KANSAS CITY MO
64133-2547
KANSAS CITY,MO641332547
44-6012597 501(C)3 0 6,050     GENERAL SUPPORT
(173) THE SALVATION ARMY
3637 BROADWAY BLVD KANSAS CITY MO
64111-2503
KANSAS CITY,MO641112503
44-0545998 501(C)3 0 16,868     GENERAL SUPPORT
(174) THE SUMMIT CHURCH (LEE'S SUMMIT UNITED METHODIST CHURCH)
3381 NW CHIPMAN RD LEES SUMMIT MO
64081-1804
LEES SUMMIT,MO640811804
44-0579859 501(C)3 0 25,400     GENERAL SUPPORT
(175) TRUMAN HERITAGE HABITAT FOR HUMANITY INC
505 N DODGION AVE INDEPENDENCE MO
64050
INDEPENDENCE,MO64050
43-1532266 501(C)3 0 30,950     GENERAL SUPPORT
(176) TRUMAN STATE UNIVERSITY
100 E NORMAL AVE 103 MCCLAIN HALL
KIRKSVILLE MO 63501-4221
KIRKSVILLE,MO635014221
43-6005833   0 15,000     GENERAL SUPPORT
(177) UNBOUND NORTH TEXAS
5049 TRAIL LAKE DR FORT WORTH TX
76133-2070
FORT WORTH,TX761332070
83-1628641 501(C)3 0 15,000     GENERAL SUPPORT
(178) UNITED METHODIST CHURCH OF THE RESURRECTION
13720 ROE BLVD LEAWOOD KS
66224-3588
LEAWOOD,KS662243588
48-1107898 501(C)3 0 21,000     GENERAL SUPPORT
(179) UNITED WAY OF GREATER KANSAS CITY
4801 MAIN ST STE 425 KANSAS CITY MO
64112-8700
KANSAS CITY,MO641128700
44-0545812 501(C)3 0 7,000     GENERAL SUPPORT
(180) UNIVERSITY HEALTH CHARITABLE FOUNDATION
2310 HOLMES STE 735 KANSAS CITY MO
64108-2602
KANSAS CITY,MO641082602
43-1194064 501(C)3 0 11,800     GENERAL SUPPORT
(181) UNIVERSITY OF CENTRAL MISSOURI
PO BOX 800 1100 WARD EDWARDS BLDG
WARRENSBURG MO 64093-5299
WARRENSBURG,MO640935299
  0 62,692     GENERAL SUPPORT
(182) UNIVERSITY OF DELAWARE
STUDENT SERVICES BUILDING 30 LOVETT
AVE RM 112 NEWARK DE 19716-6221
NEWARK,DE197166221
51-6000297   0 11,500     GENERAL SUPPORT
(183) UNIVERSITY OF KANSAS
FINANCIAL AID SCHOLARSHIPS CTR 1502
IOWA ST LAWRENCE KS 66045-7576
LAWRENCE,KS660457576
48-1124839   0 11,500     GENERAL SUPPORT
(184) UNIVERSITY OF MISSOURI - COLUMBIA
STUDENT FINANCIAL AID 11 JESSE HALL
COLUMBIA MO 65211-1600
COLUMBIA,MO652111600
43-6003859   0 75,400     GENERAL SUPPORT
(185) UNIVERSITY OF MISSOURI - COLUMBIA FOUNDATION
MIZZOU GIFT PROCESSING 407 REYNOLDS
ALUMNI CTR COLUMBIA MO 65211-0001
COLUMBIA,MO652110001
43-6003859 501(C)3 0 13,685     GENERAL SUPPORT
(186) UNIVERSITY OF MISSOURI - KANSAS CITY
FINANCIAL AID SCHOLARSHIPS 5115 OAK
ST ADMN CTR 101 KANSAS CITY MO 6411
KANSAS CITY,MO64112
43-6003859   0 58,380     GENERAL SUPPORT
(187) US FUND FOR UNICEF
125 MAIDEN LN FL 11 NEW YORK NY
10038-4999
NEW YORK,NY100384999
13-1760110 501(C)3 0 5,500     GENERAL SUPPORT
(188) VICTORIAN SOCIETY OF THE VAILE MANSION
PO BOX 316 INDEPENDENCE MO
64051-0316
INDEPENDENCE,MO640510316
43-1384217 501(C)3 0 8,000     GENERAL SUPPORT
(189) VISITING NURSE ASSOCIATION CORPORATION AKA VNA HOME HEALTH & HOSPICE
1300 E 104TH ST STE 300 KANSAS CITY
MO 64131-4511
KANSAS CITY,MO641314511
43-1337104 501(C)3 0 10,000     GENERAL SUPPORT
(190) WARD PARKWAY PRESBYTERIAN CHURCH
7406 WARD PKWY KANSAS CITY MO
64114-1599
KANSAS CITY,MO641141599
44-0569657 501(C)3 0 25,000     GENERAL SUPPORT
(191) WASHBURN UNIVERSITY ALUMNI ASSOCIATION AND FOUNDATION
1729 SW MACVICAR AVE TOPEKA KS
66604-3128
TOPEKA,KS666043128
48-6105561 501(C)3 0 6,000     GENERAL SUPPORT
(192) WAYSIDE WAIFS INC
3901 MARTHA TRUMAN RD KANSAS CITY
MO 64137-2808
KANSAS CITY,MO641372808
44-0605374 501(C)3 0 83,189     GENERAL SUPPORT
(193) WHITE HORSE INC
13230 EVENING CREEK DR S STE 220
STE 220-222 SAN DIEGO CA 92128-4107
SAN DIEGO,CA921284107
27-0565982 501(C)3 0 10,000     GENERAL SUPPORT
(194) WILLIAM CHRISMAN HIGH SCHOOL BOOSTER CLUB
1223 N NOLAND RD INDEPENDENCE MO
64050-1947
INDEPENDENCE,MO640501947
36-4680380 501(C)3 0 17,500     GENERAL SUPPORT
(195) WILLIAM JEWELL COLLEGE
500 COLLEGE HL FINANCIAL AID -
CAMPUS BOX 2005 LIBERTY MO 64068-18
LIBERTY,MO640681896
44-0545914 501(C)3 0 16,500     GENERAL SUPPORT
(196) WILLIAM WOODS UNIVERSITY
1 UNIVERSITY AVE STUDENT FINANCIAL
AID SERVICES FULTON MO 65251-1098
FULTON,MO652511098
43-0654876 501(C)3 0 10,000     GENERAL SUPPORT
(197) WON BY ONE TO JAMAICA
296 TREASURE LK DUBOIS PA
15801-9007
DUBOIS,PA158019007
04-3645323 501(C)3 0 5,200     GENERAL SUPPORT
(198) WOODS CHAPEL COMMUNITY OF CHRIST CHURCH
PO BOX 7085 LEES SUMMIT MO
64064-7085
LEES SUMMIT,MO640647085
501(C)3 0 5,900     GENERAL SUPPORT
(199) WOODS CHAPEL UNITED METHODIST CHURCH
4725 NE LAKEWOOD WAY LEES SUMMIT MO
64064-1985
LEES SUMMIT,MO640641985
43-1149705 501(C)3 0 109,100     GENERAL SUPPORT
(200) YOUNG LIFE
PO BOX 5184 HARLAN IA 51593-0684
HARLAN,IA515930684
84-0385934 501(C)3 0 7,250     GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
220
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
245
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1) SCHOLARSHIPS 461 828,181      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: ALL GRANTS DISTRIBUTED BY TRUMAN HEARTLAND COMMUNITY FOUNDATION TO ANY ORGANIZATION MUST GO THROUGH "CHARITY CHECK". CHARITY CHECK PROVIDED BY CANDID, ASSURES THAT ALL ORGANIZATIONS THAT RECEIVE A GRANT ARE IN GOOD STANDING WITH THE IRS. IN THE COMPETITIVE GRANTS PROCESS, ORGANIZATIONS MUST SUBMIT A GRANT APPLICATION. ONCE A GRANT AWARD HAS BEEN DECIDED AND APPROVED, A SIGNED GRANT AGREEMENT MUST BE RETURNED TO TRUMAN HEARTLAND COMMUNITY FOUNDATION. THIS GOVERNING DOCUMENT OUTLINES THE LIMITS AND CONDITIONS OF FUNDING UNDER WHICH THE GRANT HAS BEEN AUTHORIZED. ALL RECIPIENT ORGANIZATIONS MUST SUBMIT A WRITTEN FINAL REPORT TO TRUMAN HEARTLAND COMMUNITY FOUNDATION AT THE CONCLUSION OF THE PROGRAM FUNDED, OR TWELVE MONTHS FROM THE DATE OF THE AWARD. THE REPORT SHOULD INCLUDE THE FOLLOWING: 1. EXPENDITURE OF GRANT FUNDS RECEIVED. 2. OUTCOMES AND RESULTS FROM FUNDED PROGRAM/PROJECT/OPERATIONS. ANY PREVIOUS AGENCY GRANTEE APPLYING FOR FUTURE FUNDING IS ASKED TO SUBMIT A FINAL REPORT FROM THEIR MOST RECENT PREVIOUS GRANT, DETAILING ITS OUTCOMES AND EXPENDITURES.
Schedule I (Form 990) Rev. 1-2025



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
TRUMAN HEARTLAND COMMUNITY FOUNDATION
 
Employer identification number

43-1482136
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1PHILLIP J HANSON
PRESIDENT/CEO
(i)

(ii)
174,402
-------------
0
0
-------------
0
0
-------------
0
8,085
-------------
0
5,122
-------------
0
187,609
-------------
0
0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2024
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 76 7,460,000 FAIR MARKET VALUE
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 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't 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 nonstandard 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 didn't 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) (2024)
Schedule M (Form 990) (2024)
Page 2
Part IISupplemental Information. 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.
Return Reference Explanation
PART I, LINE 32B: THE ORGANIZATION HAS HIRED A REAL ESTATE AGENT TO SALE THE CONTRIBUTED REAL ESTATE.
Schedule M (Form 990) (2024)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)
(Rev. January 2025)
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 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
TRUMAN HEARTLAND COMMUNITY FOUNDATION
 
Employer identification number

43-1482136
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B THE 990 REVIEW INCLUDES A COPY OF THE ENTIRE 990 PROVIDED TO THE BOARD OF DIRECTORS BY EMAIL. THE FINANCE COMMITTEE WILL REVIEW THE EXECUTIVE SUMMARY OF THE 990 BEFORE THE FILING OF THE FORM. RESULTS OF THAT REVIEW WILL BE SUBMITTED TO THE ENTIRE BOARD OF DIRECTORS. SHOULD ANY MATERIAL DISCREPANCIES OR ERRORS BE NOTED DURING THE REVIEW, THE 990 WILL BE CORRECTED PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRM SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
FORM 990, PART VI, SECTION B, LINE 15 TRUMAN HEARTLAND COMMUNITY FOUNDATION UNDERSTANDS THAT IT WORKS WITHIN THE CONTEXT OF A BROADER MARKETPLACE, WHICH INCLUDES NOT ONLY OTHER NONPROFITS, BUT ALSO FOR-PROFIT AND GOVERNMENT ENTITIES. WHILE OPERATING IN THIS MARKETPLACE, IT IS THE FOUNDATION'S GOAL TO ATTRACT AND RETAIN QUALIFIED, SKILLED EMPLOYEES. TO THIS END, THE FOUNDATION WILL CONDUCT A MARKETPLACE SURVEY OF COMPARABLE WAGES, USING COMPARABLE JOB DESCRIPTIONS FROM THE NATIONAL AND LOCAL MARKETPLACE APPROXIMATELY EVERY YEAR. USING THESE MARKETPLACE COMPARISONS, MIDPOINTS AND SALARY RANGES WILL BE DEVELOPVED. THE FOUNDATION WILL DEVELOP COMPENSATION AND BENEFIT GUIDELINES AS TO: SOURCE OF MARKETPLACE COMPARISONS, TYPES OF COMPENSATION, EXECUTIVE COMPENSATION POLICY, INCLUDING PROHIBITION OF LOANS, AND FRINGE BENEFITS PROVIDED. ANNUALLY, THE PERSONNEL COMMITTEE WILL REVIEW COMPENSATION AND BENEFITS OF EACH EMPLOYEE USING THE GUIDELINES DEVELOPED. THE COMMITTEE WILL BE COMPRISED OF INDEPENDENT BOARD OF DIRECTORS. THE COMMITTEE WILL RECOMMEND EXECUTIVE COMPENSATION PACKAGES TO THE BOARD OF DIRECTORS FOR APPROVAL. COMPENSATION WILL BE APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS AND RESULTS WILL BE DOCUMENTED AND RETAINED PERMANENTLY AS INDICATED IN THE DOCUMENT AND RETENTION POLICY.
FORM 990, PART VI, SECTION C, LINE 19 TRUMAN HEARTLAND COMMUNITY FOUNDATION IS COMMITTED TO PROVIDING READY PUBLIC ACCESS TO IMPORTANT FOUNDATION DOCUMENTS. THE FOLLOWING DOCUMENTS ARE AVAILABLE IN THE FOUNDATION OFFICE DURING NORMAL WORKING HOURS: TAX FORM 990, TAX FORM 990-T (IF FILED), TAX FORM 1023, ARTICLES OF INCORPORATION, CORPORATE BY LAWS, CONFLICT OF INTEREST POLICY, ANNUAL REPORT - FINANCIAL STATEMENTS FOR THE PRIOR YEAR INCLUDED IN THE ANNUAL REPORT. (ALSO AVAILABLE ON THE FOUNDATION WEBSITE). PUBLIC AVAILABILITY OF THE FOREGOING DOCUMENTS WILL BE NOTED ON THE WEBSITE OF THE FOUNDATION AND IN THE ANNUAL REPORT. UPON REQUEST, THE FOLLOWING WILL BE PROVIDED TO CURRENT AND PROSPECTIVE FUND HOLDERS: CURRENT INVESTMENT POLICY, INVESTMENT PERFORMANCE REPORTS, CURRENT ROSTER OF INVESTMENT COMMITTEE MEMBERS, INVESTMENT MANAGER FEES SCHEDULE, AND ADMINISTRATIVE FEES SCHEDULE. THE ANNUAL REPORTS ARE ON THE FOUNDATION WEBSITE AND INCLUDE YEAR END UNAUDITED FINANCIAL INFORMATION. IN ADDITION, THE 990S ARE ALSO AVAILABLE ON THE WEBSITE. LETTERHEAD AND WEBSITE WILL LIST THE CURRENT MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS AND CHARITABLE REMAINDER TRUST 78,434.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
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" on 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
4200 LITTLE BLUE PARKWAY STE 340
INDEPENDENCE,MO64057
47-1272132
REAL ESTATE MO   674,000 TRUMAN HEARTLAND COMMUNITY FOUNDATION
 










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on 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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on 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" on 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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on 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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on 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 sections 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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version: