CONNECTING DREAMS

annual report Contents Chairman Letter 1 Board of Directors 2 Advisory Boards 3 Youth Advisory Council 4 Heartland Legacy Society 6 Leave a Lasting Legacy 7 Coalition for a Community for All 8 Ages 10 Community Grants 14 Scholarships 15 Financial Summary 16 Gala Celebration 18 Charitable Funds Listing 28 Annual Foundation Fan Club 29 Connecting Dreams

We all have dreams. They can be big or small. Some are easier than others to accomplish. Oftentimes, we may not be sure where or how to start. THCF connects your dreams with the dreams of others to make a real difference in our communities.

This past year was another stellar example of this. With the support of our donors, volunteers, Board and Advisory Boards, we grew our total assets by 19% and the overall THCF investment portfolio earned 17.5%, enabling us to fund thousands of dollars in grants and scholarships. Total grants from all funds, including donor advised funds, scholarships and our annual community grants process totaled $3.5 million.

We are grateful for those who, through thoughtful planning, have made provisions in their estates to benefit the community. Thanks to 95 Heartland Legacy Society members who, through their estate plans, have left a lasting legacy of philanthropy that will benefit future generations.

Last year, $174,320 was awarded from 88 scholarships to area students. Scholarships are available for community high school seniors, undergraduate students and graduate students pursuing a higher education degree, including technical schools. The annual grants process awards funds that donors have entrusted to the Board to administer. Through our grants committee, with representatives from our four Advisory Boards and input from the Youth Advisory Council, THCF awarded $195,609 to 47 nonprofit organizations. We are honored to play a role in funding the good work for students and nonprofits in our community.

Our Youth Advisory Council (YAC) is a way for local students to learn about philanthropy and engage in the community. We added two new schools to our list this year, bringing the number of participating high schools to 13 and the number of students to 152. In their 4th annual fundraiser, Strike in the Night – Give to Infinity and Beyond, the students raised $4,700 for the YAC Endowment Fund which now has assets of more than $49,000.

Our Community for All Ages Coalition continued its work helping our community plan for the changing demographics and a doubling of the age 65+ population during the next 20 years. As I attended the meetings of the Coalition this year, I was impressed with this group of more than 55 community leaders and their commitment to get things accomplished. On April 1, 2013, our Care Connection Website was launched in partnership with the Mid-Continent Public Library to provide information to seniors and their caregivers on quality services they may need. This site was recognized in November with an IMPACT Award from the Kansas City Business Journal. The coalition also actively supported the start-up of a new nonprofit transportation provider,Independent Transportation Network of Greater Kansas City (iTN) that began operations in Lee’s Summit in October with plans to expand to other communities in Eastern Jackson County.

It has been a pleasure serving as the Chairman for the past year. THCF and I thank you for your generous gift of time, talents and funds. I’m looking forward to another successful year of connecting dreams and making a difference in our community.

1 2014 Board of Directors

MARTHA COCKERELL JUDY FORRESTER JOY HOBICK RICK KREHER CHUCK FOUDREE Chairman Vice-Chairman Secretary Treasurer Immediate Past Chairman Raytown Educational Dana Forrester TMC-Lakewood Richard N. Kreher CFO (ret) Foundation Watercolors & Associates

PAUL BROOME CINDY CAVANAH BRAD CONSTANCE BILL ESRY RANDALL FERGUSON RON FINKE Broome Cadillac Community Volunteer Stewart, Cook, Blue Ridge Bank & IBM (ret) Stewardship Capital (ret) Constance & Minton, LLC Trust, Co.

ELEANOR FRASIER HELEN HATRIDGE DARREL HENSLEY ROBERT HEPTING DAVID JETER CLIFF JONES Community Volunteer Community Volunteer KCP&L Trebor, LLC Jeter, Rains & Byrn, L.C. Edward Jones (ret)

BARBARA STEVE KRUEGER DR. ALLAN MARKLEY TRACEY MERSHON MELANIE MOENTMANN JIM PRYDE KOIRTYOHANN Steven C. Krueger Raytown Quality Mershon & McDonald DST SYSTEMS Bryan Cave Hallmark (ret) Legal Services LLC Schools

CHARLES SHIELDS DR. BARBARA BRENDA WEST DAVID WILLIAMS SHARON WILLIAMS Truman Medical Center THOMPSON State Farm (ret) Centerpoint Medical Shook, Hardy & Bacon Lakewood Psychologist (ret) Center (ret) 2 2014 Advisory Boards

Blue Springs/Grain Valley Lee’s Summit Youth Advisory Council Leadership Team Steve Krueger, Chairman Sharon Williams, Chairman Henri Goettel, Youth Coordinator Annette Seago, Kathryn Harvel, Jordyn Azcona, Grain Valley High School Vice-Chairman Vice-Chairman Colton Billings, Lee’s Summit High School Terry Norwood, Secretary Candy White, Secretary Andrea Bright, Blue Springs South High School Michael Banks Patrick Avila Autumn Burleson, William Chrisman High School Jeff Coleman Matthew Baird Tessa Carrizales, Lee’s Summit North High School Chris Culbertson Brad Cox Katelyn Cogan, William Chrisman High School John Hardy Gary Fruits Brittany Coppock, Fort Osage High School Mark Newcomer Helen Hatridge Emily Crozier, Fort Osage High School Tina Parsley Hughes John Ivey Emma Franklin, Raytown South High School Eric Sporing Kirk Nooks Allison Freed, Raytown South High School Brien Starner Machelle Riffe Benjamin Gans, Raytown High School Sara Stiles Gloria Solis Brando Garcia, Van Horn High School Rebeca Swank Lisa Gardner, Tri City Christian High School Ellen Ward Raytown Mariah Gilbertson, Grain Valley High School Dr. Barbara Thompson, Emma Givens, Raytown High School Independence/ Chairman Zachary Hitchcock, Lee’s Summit North High School Sugar Creek Diane Krizek, Shane Jansen, Tri City Christian High School Vice-Chairman Melanie Moentmann, Katelyn Jones, Van Horn High School Chairman Linda S. Gerding, Secretary Amanda Knight, Truman High School Mark Simcosky, Mayor David Bower Anusha Kodidhi, Lee’s Summit West High School Vice-Chairman Pat Ertz Sidney Mason, Lee’s Summit High School Eric Knipp, Secretary Sue Frank Sydney Moxley, Blue Springs High School Jill Esry George Koepp Maddie Niemann, Blue Springs High School Greg Finke Chief Jim Lynch Alysa Orchard, Raytown South High School William Haman Judy Ness Danielle Pycior, Grain Valley High School Steve Kidwell Steve Shelton Leda Rivera, Lee’s Summit West High School Scott King Jim Stilley Greta Roettgen, Lee’s Summit West High School Fred Mills Alyse Stoll Rebecca Roohanirad, Blue Springs South High Mark O’Renick Rev. Dawn Weaks School Steve Potter Shirley Wurth Danacy Say, Grain Valley High School Billie Preston Dave Wurth Kelsey Schwensen, Blue Springs High School Stan Salva Sydney Sexton, Truman High School Brian Snyder Sarah Smedley, Blue Springs South High School Eileen Weir 3 2013 Youth Advisory Council Today’s youth connecting dreams for a better today and tomorrow

Our Community Foundation has engaged Eastern Jackson County student leaders in philanthropy through service in our Youth Advisory Council. These young leaders are changing the future through the power of philanthropy by reviewing grants, raising funds, and giving of their time, talent and treasure to improve the lives of children and young people throughout Eastern Jackson County.

In 2013, 152 students supported the Community Foundation through their participation. Two new schools, Van Horn and Tri City Christian, were added to the list this year, bringing the number of participating high schools to 13. Schools represented include: Blue Springs, Blue Springs South, Fort Osage, Grain Valley, Lee’s Summit, Lee’s Summit North, Lee’s Summit West, Raytown, Raytown

STRIKE IN THE NIGHT SPONSORS Promotion Sponsor In-Kind Sponsor Raytown Advisory Board The Foudree Family Dunbrooke Apparel Jacob Earley and Family Donor-Advised Fund General Sponsor Verbrugge Family T-Shirt Sponsors Anonymous Daniel and Robin Pryde Family Foundation Gautieri/Allison Freed Fullerton CPA’s Brenda West Patrick L. Massey Richard and Pamela Kreher Lane Sponsors Family Fund Student Ticket Sponsors Martha and Rich Cockerell Devra and Mark Niemann Broome Family Fund Dave and Julia McDowell Doug G. and Helen Ann Hatridge Lyle Jeffrey and Jean Wilson Family Foundation Fund Martha Waits Anusha Kodidhi and Family Dave and Lydia Jeter Jana Parker Security Sponsor Ron and Caryl Bruch Law Office of Robert S. Halas Cavanah Family Fund Kathleen Roettgen Arcade Sponsor Law Office of Robert S. Halas Bruce and Tracey Mershon Mariah Peters and Family 4 RAISED MORE THAN LOGGED MORE THAN $4,700 from the Strike in the Night fundraiser 1,3 benefitting the YAC Endowment Fund hours of community 25

proposals totaling $143,388 in grant requests

from the YAC Endowment $1,709 Fund awarded to Child Abuse Prevention Association, Boys and Girls Clubs of Kansas City, McCoy Park Inclusive Play Project, Missouri College Advising Corps and Truman Medical Center Charitable Foundation

Awarded the 2013 Youth in Philanthropy Scholarship to Stephanie Soendker, a graduate of William Chrisman High School

5 Heartland Legacy Society

Our dream for a lasting impact on our communities

The Heartland Legacy Society is made up of more than 95 members who, through thoughtful planning, have made provisions in their estates to benefit area communities. Many of our friends have made plans for future gifts that will be added to their family funds. Others are planning for their future gift to establish their family fund and leave a lasting legacy of philanthropy.

A special thank you to these members for their thoughtful planning and vision for a better Eastern Jackson County.

Anonymous - 27 members Doug and Beth Hammer John and Judy Ness Eldon and Bonnie Anderson Ed Hammond Family Edith M. Nikel* Paul and Gail Barham** Bill and Wilma Henks Wendell and Myrna Olson Dorothy D. Bay* William Richard (Rick) and Russell and Mabel Pepper Linda Henks Jerry and Doreen Benton Marjorie Pollard* Helen Hilliard Joe and Janice Blackburn Donald A. and Barbara J. Potts Margaret Hurt* Larry and Susan Blick Gary and Glenda Riekhof V. Carl Jelley, MD* James D. Browning* Katherine J. Schrader Dr. Edward and Connie John Ron and Caryl Bruch Barbara Schuster Clifford and Diane Jones Donna G. Bullock* Elizabeth A. Scott Charitable Jerry and Sharon Kasten Remainder Trust Carol Carpenter Rick and Pam Kreher Clifford M. and Mary Beth Seger Beverly A. Cathcard* Janet D. Lacey-Hodges Roger T. Sermon* Wayne and Stephanie Chipman Don and Ruth Landis Terry and Betty Snapp Roberta Coker Forest and Marjorie Martin* Paul Stone, Jr. Phyllis D. Combest** Gale Martin Clarence and Betty Stowell** Byron Constance Richard R. and Ester G. McCall Jane Taylor Larry and Wanda Cook Harry and Donna McDaniel Paul and Marilyn Thomson Norman, Mary Anne and Chris Davidson Foundation Carol McGraw Garland and Pauline Tripp Marvin and Dixie Droege Zita McGraw Montie and Marjorie Tripp Ron and Karen Finke Homer McWilliams* Brenda West** Chuck and Colleen Foudree The Schneider/Mehrhoff David and Shirley Wurth Memorial Fund Helen French Marie Mickelson David and Henri Goettel *Matured gifts Lorene Mitchell* Dr. Fred and Marge Hahn **Denotes new members to our Marcella Morgan* Harold and Mary Ellen Hall Legacy Society in 2013

6 Leave a Lasting Legacy

When we talk about leaving a legacy for future generations, we frequently think of those character traits we try to instill in our children and grandchildren - of our treatment of those around us, and of doing what we can to make the world a better place through our actions. But some friends of our communities choose to have a continuing impact long after their deaths. Their significant legacy gift to the Foundation provides ongoing impact in our area.

Lorene Mitchell and Vernon Carl Jelley, Jr., M.D. are two people who have made a lasting legacy gift and, even though they are both no longer with us, their legacy will continue to make a powerful impact on our community for years to come.

Lorene Mitchell Lorene Mitchell was one of those people who lived her life making an effort to change her world for the better. She joined the Marines during the Second World War because a few women were able to join that branch. She later laughed about the psychiatric evaluation to assess her ability to handle the difficulties associated with being a Marine. During her years of service, at the risk of military discipline, she informed an officer that the women he criticized for not working hard enough were working six and a half days per week, off only for Sunday church. Later, that officer apologized to her.

Lorene, as the oldest daughter, cared for her parents until they died. She was a lifelong supporter of women and children and was keenly aware of the difficulties that single women with children faced. Since Lorene had no children, she created a foundation fund at Truman Heartland to support charities that focused on her sense of helping women and children. The Mitchell Foundation Fund will make grants in her name that will be changing lives of women and children for generations to come. Can you think of a better legacy to give to your community?

Vernon Carl Jelley, Jr., M.D. Vernon Carl Jelley, Jr., M.D. began his private practice in Orthopedic Surgery in Independence and Blue Springs in 1978. He retired from private practice in 1999. He began teaching adult swim aerobics in 2006 and began substitute teaching in the Independence School District in 2008. Dr. Jelley felt hard work, responsibility, honesty and integrity were the building blocks to a meaningful and purposeful life. He believed in contributing to the greater good of the community and giving of your time and talents to improve the quality of life for those in need.

A long-time resident of Blue Springs, Dr. Jelley made a provision in his estate to support charities in our community. He entrusted the Truman Heartland Community Foundation to use his charitable dollars to meet children’s education needs in Eastern Jackson County through the annual Community Grants process. The first grants in his honor will be made in 2014. What a great way to carry on his legacy!

7 Coalition for a Community for All Ages

Our Dream for a Community for All Ages

The Community for All Ages Coalition for Eastern Jackson County works to ensure that our community is collaboratively and proactively working together to ensure that we are prepared for the challenges and opportunities created by a doubling of the age 65+ population in the next 20 years. Today in our metropolitan community, with the Baby Boom Generation starting to reach retirement age, more than 2,000 people per month are turning 65.

This leadership group, with more than 55 members, and led by Jim Pryde (past Chairman of THCF Board), was very active in 2013. Members include City Managers, Chambers of Commerce, Faith Communities, Non-Profits, Hospitals, Developers and Civic Organizations. By bringing leadership from all segments of our communities together with a common focus we can make a greater impact.

http://careconnection.mymcpl.org/ 8 Progress in 2013

• Launched the Care Connection website on April 1, 2013 in partnership with the Mid-Continent Public Library and Shepherd’s Center Central. Care Connection is a free, online directory dedicated to providing seniors and their caregivers with easy access to quality information and resources to maintain one’s independence and provide the best care available in 23 distinct service categories.

• The Care Connection website was recognized in November with an IMPACT Award from the Kansas City Business Journal.

• The Independent Transportation Network of Greater Kansas City (iTN) began operations in October in Lee’s Summit. The coalition actively supported this start up and the foundation made a series of grants totaling $14,000 to assist in getting them rolling.

o The goal of iTN is to enable people, who cannot or no longer wish to drive, a unique transportation service that will allow them to remain active and engaged in the community.

o iTN provides, through its network of volunteer drivers, a unique service that mimics how anyone of us would treat a family member if we were providing them transportation.

o iTN plans to expand service in 2014 to other communities in Eastern Jackson County and, in time, will serve the entire metropolitan area.

• Our coalition’s efforts are recognized as a community engagement model by the Mid- America Regional Council. Our coalition leadership actively participates on the Metro Wide KC Communities for All Ages Advisory Board and its committees.

• Our new Civic Engagement Committee has begun exploring how to effectively harness the energy and talents of our growing 50 plus population to improve area communities and will launch a

9 Community Grants Program

Connecting resources through you

Every November, during National Community Foundation Week, the Community Foundation recognizes recipients of Community Grants funding at its annual grants luncheon. This year, a total of $195,609 was awarded to the 47 charities listed on the following pages.

Additional funding came from: Geographic Area Impacted: • Youth Advisory Council (YAC) All of Eastern Jackson County – Blue Springs, • Dave and Shirley Wurth Family Foundation Independence, Grain Valley, Lee’s Summit, • Montie and Marjorie Tripp Family Foundation Oak Grove, Raytown and Sugar Creek • JSL Community Trust Fund • Sam & Vera Doutt Charitable Foundation • Clifford and Diane Jones Foundation

Program Areas Impacted: • $27,000 – Arts and Humanities programs • $15,300 – Community Betterment programs • $31,884 – Educational programs • $121,425 – Health & Welfare programs

10 2013 Grants were awarded on behalf of the following Charitable Funds at the Community Foundation:

• Dorothy D. Bay Endowment Fund** • Big Piney Church Fund • J.D. Browning Endowment Fund** • Beverly A. Cathcard Charitable Endowment** • Family Literacy Center Fund • Friends of the Truman Courthouse Fund • Heartland Arts Alliance Endowment Fund • Homer McWilliams Oncology Fund** • Independence Regional Health Center Community Services Endowment Fund • Junior Service League Community Trust Fund • Margaret Hurt Endowment Fund** • Marcella Morgan Oncology Fund** • Marjorie Pollard Hospice Endowment Fund** • Parks Now Fund • THCF Health Endowment Fund • THCF Unrestricted Endowment Fund • Women’s Resource Center Fund • Youth Advisory Council Endowment Fund

**Legacy Society Endowments

2013 GRANTS COMMITTEE MEMBERS: Doug Hammer, Co – Chairman Helen Hatridge, Co – Chairman Martha Cockerell Randall Ferguson Eleanor Frasier Darrel Hensley David Jeter Chuck Foudree Henri Goettel, Youth Advisory Council Advisor Diane Krizek, Raytown Advisory Joel Lawson, Raytown Advisory Mark Simcosky, Independence/Sugar Creek Advisory Terry Norwood, Blue Springs Advisory Gloria Solis, Lee’s Summit Advisory Shirley Wurth, Raytown Advisory

11 2013 Grant Recipients

ARTS AND HUMANITIES COMMUNITY BETTERMENT Downtown Lee’s Summit Main Street, Inc. Friends of Raytown Parks Awarded $5,000 for Summit Art Festival Awarded $2,500 for Movies in the Park Friends of Rice-Tremonti Home Association McCoy Park Inclusive Play Project Awarded $4,000 for Window Reconstruction Awarded $10,000 for Inclusive Play Project Additional funding of $1,000 from the Dave & Shirley Wurth Additional funding of $300 from the Youth Advisory Council Family Foundation Southeast Enterprises Independence Square Association Awarded $2,500 for Holiday Light Recycling Drive Awarded $2,500 for Walking Tours of Independence Square EDUCATION Independence Symphony dba Heritage Philharmonic Boys & Girls Clubs of Greater Kansas City Awarded $2,000 for Marimba Sol de Chiapas Concert Awarded $2,500 for “Project Learn” Jackson County Historical Society Additional funding of $225 from the Youth Advisory Council Awarded $3,000 for Brady Courtroom MCC – Blue River Kansas City Symphony Awarded $25,000 for “Cyber Security Equipment Rack” Awarded $2,500 for KinderKonzerts Missouri College Advising Corps Lee’s Summit Symphony Orchestra Awarded $3,000 for College Advising Corps Awarded $5,000 for 2014 Concert at Helzberg Hall Additional funding of $159 from the Youth Advisory Council Oak Grove Historical Society Youth Entrepreneurs Kansas Awarded $1,000 for Building Renovations Awarded $1,000 for YE Academy Additional funding of $1,000 from the Montie and Marjorie Tripp Family Foundation 12 HEALTH AND WELFARE Lee’s Summit Social Services Awarded $1,100 for Volunteer and Donor Management Program American Lung Association Awarded $1,000 for Better Breathers Clubs Metrocare of Greater Kansas City Awarded $5,000 for Metro Care – Lee’s Summit Baptist Trinity Lutheran Legacy Foundation Awarded $5,000 for KC Medicine Cabinet Mother’s Refuge Awarded $3,000 for Outreach and Education Program Cancer Action, Inc. Additional funding of $1,000 from the Clifford and Diane Jones Foundation Awarded $3,500 for Nutritional Supplements Additional funding of $1,000 from the Montie and Marjorie Tripp Additional funding of $1,000 from the JSL Community Trust Fund Family Foundation Child Abuse Prevention Association Rainbow Center for Communicative Disorders Awarded $3,000 for Safe Hearts – A Safety Net Program Awarded $3,200 for MANDT Training Additional funding of $375 from the Youth Advisory Council Raytown Christian Church Coldwater of Lee’s Summit Awarded $2,500 for Summer Lunch Ministry 2014 Awarded $4,000 for Summer Lunch and BBQ’s Raytown Emergency Assistance Program Community Services League Awarded $2,500 for Suds for Duds Program Awarded $5,000 for Supportive Housing Program Additional funding of $400 from the Sam & Vera Doutt Charitable Fund Additional funding of $4,500 from the JSL Community Trust Fund Salvation Army – Crossroads Comprehensive Mental Health Services Awarded $2,500 for Operational Support for Crossroads Shelter Awarded $2,500 for Exercise Equipment Additional funding of $2,500 from the JSL Community Trust Fund Developing Potential, Inc. Shepherd’s Center of KC Central Awarded $2,500 for iPads with Retina Display Awarded $2,500 for Caregiver Institute and Senior Companion Program FOCUS for Grain Valley, Inc. Shepherd’s Center of Raytown Awarded $2,000 for Pairing with FOCUS Awarded $2,500 for Volunteer and Communications Coordinator Gillis Center, Inc. Additional funding of $1,000 from the Clifford and Diane Jones Foundation Awarded $1,200 for Instructional Technology Special Neighbors, Inc. Happy Bottoms Awarded $2,500 for Transportation Services Awarded $3,000 for Diaper Distribution Program StandUp Blue Springs Harvesters Awarded $2,000 for Sparkle Smile Academy Awarded $3,000 for BackSnack Program The Family Conservancy Hillcrest Transitional Housing - Eastern Jackson County Awarded $3,000 for Student Assistance Program Awarded $7,500 for Repairs to Lee’s Summit Apartments Truman Heritage Habitat for Humanity Hope House, Inc. Awarded $3,000 for Commercial Mower Awarded $10,000 for Guardian Program Additional funding of $1,000 from the Sam & Vera Doutt iTN Greater Kansas City Charitable Foundation Awarded $8,000 for Transportation Program in Lee’s Summit Truman Medical Center Charitable Foundation Jackson County Court Appointed Special Advocates (CASA) Awarded $3,000 for Care Coordination for Pregnant Teens Awarded $2,000 for Operational Support Additional funding of $650 from the Youth Advisory Council Kansas City Hospice Uplift Independence Awarded $5,000 for Hospice Charity Care in Eastern Jackson County Awarded $1,500 for Neighborhood Dinners

13 Scholarships Educational dreams for a brighter future When you support education through scholarships, you are laying a foundation for a brighter tomorrow. What better way to honor the memory of a loved one or engage your corporation than through the generosity of a scholarship.

Scholarships are available for community high school seniors, undergraduate students and graduate students pursuing a higher education degree, including technical schools. Scholarship recipients were able to meet the donors at the annual Scholarship Luncheon. In 2013, $174,320 was awarded from 88 scholarship programs. The average scholarship was $1,013 with $4,000 being the largest scholarship awarded.

172 Scholarships awarded

14 ASSETS AS OF OTHER REVENUE AS OF 2013 FINANCIAL SUMMARY CASH Dec. 31, 2012 Dec. 31, 2012 Checking/Sweep Account $377,921 Money Market Portfolio Petty Cash 1,000 Checking/Sweep Account Interest Income 63 Total Cash 378,921 Money Market Pool Interest Income 71,483 Total Money Market Portfolio 71,546 INVESTMENTS, at fair market value Cash-Money Market Portfolio 3,174,211 Fixed Income Securities Portfolio American Funds Portfolio 1,377,805 Interest Income 234,227 Fixed Income Investment Portfolio 6,363,905 Capital Gain/(Losses) - Realized 43,126 Equity Investment Portfolio 11,907,247 Capital Gain/(Losses) - Unrealized (163,815) Charitable Remainder Trust Portfolio 4,573,495 Total Fixed Income Securities Portfolio 113,538 Investments - Segregated 2,976,560 Total Investments 30,373,223 Equity Securities Portfolio Dividend Income 351,523 OTHER ASSETS Capital Gain/(Losses) - Realized 1,348,726 Prepaid Expense 9,734 Capital Gain/(Losses) - Unrealized 855,297 Accounts Receivable 4,939 Total Equity Securities Portfolio 2,555,546 Charitable Lead Trust - Beneficial Interest 205,395 Real Estate 178,088 American Funds Portfolio Insurance Policies 1,904,310 Dividend Income 20,899 Improvements, Furniture & Equipment 81,635 Capital Gain/(Losses) - Realized 23,478 Total Other Assets 2,384,101 Capital Gain/(Losses) - Unrealized 212,455 Total American Funds Portfolio 256,832 TOTAL ASSETS $33,136,245 Charitable Remainder Trust Portfolio LIABILITIES AND FUND BALANCES Interest and Dividend Income 125,842 Capital Gain/(Losses) - Realized 111,421 Accounts Payable $ 22,700 Capital Gain/(Losses) - Unrealized 472,720 Extended Illness Liability 14,144 Total CRT Portfolio 709,983 Grants Payable - Total Liabilities 36,844 Segregated Funds Portfolios Interest and Dividend Income 98,056 TOTAL LIABILITIES Capital Gain/(Losses) - Realized 20,108 Capital Gain/(Losses) - Unrealized 245,652 FUND BALANCES Total Segregated Portfolio 363,816 Unrestricted 3,323,560 Donor Advised 6,167,486 Other Investment Earnings Charitable Gift Annuity 369,497 Capital Gain/(Loss) - Stock Gifts (2,181) Designated 11,456,550 Change in Life Insurance Values 300,680 Field of Interest 6,890,827 Total Other Investment 298,499 Charitable Remainder Trusts 4,572,606 Life Estate Reserved 134,761 TOTAL OTHER REVENUE 4,369,760 Administration 184,114 TOTAL REVENUE AND SUPPORT 9,842,761 Total Fund Balance 33,099,401 GRANTS AND EXPENSES TOTAL LIABILITIES AND $33,136,245 GRANTS FUND BALANCE Unrestricted Funds 145,351 Donor Advisory Funds 470,136 REVENUE AND SUPPORT Designated Funds 2,082,130 Field of Interest Funds 836,767 CONTRIBUTIONS Total Grants 3,534,384 Unrestricted Funds $ 6,835 Donor Advisory Funds 2,038,564 ADMINISTRATION EXPENSES Gift Annuity - Directly Assignable Fund Expenses 340,786 Designated Funds 730, 973 Administrative Expenses 725,315 Field of Interest Funds 2,293,585 Total Administration Expenses 1,066,101 Charitable Remainder Trusts 141,006 Administration 262,038 TOTAL GRANTS AND EXPENSES 4,600,485 Total Contributions 5,473,001 REVENUE LESS GRANTS AND EXPENSES 5,242,276 FUND BALANCE, beginning of period 27,857,125 FUND BALANCE, end of period $33,099,401 15 Toast to Our Towns Gala Celebrating Dreams Coming True at Toast to Our Towns Gala!

Dr. Bridget McCandless Cliff Jones Silverstein Eye Centers Heartland Humanitarian of the Year Paul M. Thomson Advisor of the Year Heartland Corporate Citizen of the Year

The Honorable Steve Steiner Dale Walkup Nancy Totton The Honorable Jack Gant Outstanding Citizen of the Year Outstanding Citizen of the Year Outstanding Citizen of the Year Outstanding Citizen of the Year Blue Springs Blue Springs Grain Valley Independence

Mike Collar Christine Bushyhead Terry Landers The Honorable Stan Salva Outstanding Citizen of the Year Outstanding Citizen of the Year Outstanding Citizen of the Year Outstanding Citizen of the Year Lake Winnebago Lee’s Summit Raytown Sugar Creek

16 We celebrated a record number of sponsors this year. Thank you!

PRESENTING SPONSOR – $10,000 Data Systems International BENEFACTORS – $5,000 Centerpoint Medical Center • Edward Jones • Stewardship Capital • Silverstein Eye Centers

PATRONS – $3,000 Bank of Grain Valley Children’s Mercy Hospitals & Clinics Lead Bank Blue Ridge Bank and Trust Co. Community of Christ Mark Foudree of Wells Fargo Advisors/ Cargo for Kids Humphrey Farrington McClain Chuck and Colleen Foudree

Sponsors: $1800 Cockrell and McIntosh Pediatrics JE Dunn Construction Company Insurance Society Adams Toyota – Scion Commerce Bank Cliff Jones – Edward Jones Prairie Capital Management, LLC ATK Armament Systems Community America Credit Union KC Auto Carstar Raytown Advisory Board Blue Springs School District Consultants in Gastroenterology, P.C. KCP&L Raytown Rotary Club Ron and Caryl Bruch Courtney Ridge Landfill/Republic Terry and Susan Landers Jan Reding BNIM Architects Services MCC – Blue River Saint Luke’s East Hospital Bryan Cave LLP Deffenbaugh Industries MeraVic Shared Care Free Health Clinic Cable-Dahmer Automotive Group Drumm Farm Center for Children Metro Med/MetroCARE/NHCA Speaks Family Legacy Chapels Central Plains Cement/Talon Randall and Helen Ferguson Meyer Music St. Mary’s Medical Center Concrete and Aggregates Dana and Judy Forrester Mid-Continent Public Library Dennis Taylor and Bridget City of Blue Springs GEHA Midwest Gastroenterology Partners McCandless City of Grain Valley Haldex – Marc K. Taormino, MD Jane Taylor/Byron Constance City of Independence Hallmark Cards Mike Martin Financial Group Thomas McGee L.C. City of Lee’s Summit Hartsook Powerful Performance TMC – Lakewood City of Raytown Jackson County Solutions/Woodmen of the World Winco Fireworks International, LLC

Friends: $500 Roberta Coker Jim Tharp Builder, Inc. Howard and Karen Penrod A2MG Inc. Colliers International Kansas City Regional Transit Mark and Patty Simcosky – JobOne Dennis and Michelle Bacon Country Club Bank John and Nancy Kimak Steven C. Krueger Legal Services, LLC Bank of Kansas City CPros Inc. Richard Kreher Stewart, Cook, Constance and Minton Bankers Security Safe & Vault H & H Color Kurlbaum & Rinne, LLC Sue Frank Insurance Agency, Inc. Gene and Joanne Cable Doug and Helen Hatridge Dave and Connie Mayta Dr. Paul and Marilyn Thomson candid marketing + communications Envirostar Waste Services Melanie Moentmann Charitable Fund Luva and Carole Vaughan Marty and Cindy Cavanah Heartland Podiatry, P.C. Metcalf Bank Brenda West CEAH Realtors Henks Financial Group Kay and Roger Novak Mary Wurtz, MD Richard and Martha Cockerell Dave and Lydia Jeter Paradise Park Maureen York

Gala Committee Judy Forrester, Chair Roberta Coker Colleen Foudree Joy Hobick Shannon Sundberg Irene Baltrusaitis Sharon Dankenbring Helen French Liz McClure Tom Thomas Carol Sue Bass Vicki Digby Phil Hanson Melanie Moentmann Brenda West Martha Cockerell Chuck Foudree Kathryn Harvel Selinda Ramsey Shirley Wurth

Media Sponsors Lee’s Summit Journal The Examiner 17 2013 Charitable Funds

Connecting your dreams with others

Truman Heartland Community Foundation has led philanthropy in Eastern Jackson County for more than 30 years as a respected partner in charitable giving. We offer a wide range of services for donors and grant seekers, serving the needs in the region with more than 500 charitable funds and assets exceeding $33 million and annual grants surpassing $3 million. The funds listed on the following pages were created to help connect and accomplish goals for many in our community.

18 DONOR-ADVISED FUNDS A donor-advised fund is easy to establish and is like having your own personal foundation. You can involve your family and support your favorite charities all while you learn about new ways to support your community. Corporations can use the donor-advised fund to streamline their corporate giving programs. Carol S. Baker Charitable Fund Richard Digby Memorial Fund C. Glenn & Ada M. Betts Family Fund Tony DiPardo Foundation of Music Larry and Susan Blick Family Fund Donahue Family Foundation Fund Brighter Tomorrows Fund Sam and Vera Doutt Charitable Fund Broome Family Fund D and S VP Charitable Fund C. Robert Buckley Family Fund Samuel W. Edmunds Charitable Fund Butler Family Foundation Fund Elias Family Charitable Fund Gene and Joanne Cable Donor-Advised Fund Bill and Jill Esry Family Foundation Fund Tom Cairns Donor-Advised Fund Farrington Family Fund Cargo for Kids Ferguson Family Foundation Cavanah Family Fund Finke Family Foundation Fund Centerpoint Medical Staff Community Grants Fund Wendy Fitzgerel-Blue Foundation Fund Marcella Clark Charitable Fund The Foudree Family Donor-Advised Fund Roberta Coker Charitable Fund Kenneth L. and Eleanor R. Frasier Charitable Fund Byron Constance Fund Helen L. French Family Fund Larry and Wanda Cook Family Charitable Fund Noel and Carolyn Fulkerson Foundation Fund Charitable Fund Brad and Sandy Cox Family Foundation Fund Linda and Mike Gerding Family Fund Cunningham Fund Fred and Marge Hahn Family Fund Catherine J. A. Curtis Family Fund Harold and Mary Ellen Hall Donor Advised Fund Gayle Frances Davidson Memorial Fund Hammer Family Fund

19 Hampton Family Fund John Olivarez Family Fund Nancy and Phil Hanson Family Foundation Fund Pogson Family Foundation Fund The Robert E. & Debra A. Harmon Fund Dr. Donald and Barbara Potts Fund Douglas G. and Helen Ann Hatridge Family Foundation Fund Prevost Family Foundation Dr. Herman Hausheer Family Fund Pryde Family Foundation Fund Heggestad Family Fund Quibell Family Foundation Acorn Fund Henks Financial Group Charitable Fund Joan and Max Raveill Charitable Fund Robert and Mary Hepting Foundation William H. & Marcile K. Reich Family Fund Higgins Family Fund Rohs Family Foundation Mike & Joy Hobick/CARSTAR Foundation Rotary Club of Independence Myrtle Hoffman & CS Monnier Memorial Fund Community Grants Fund Horn Law Firm Foundation Fund William D. Palmer Endowment Fund Ken and Melanie Horrell Charitable Fund Ed & Sue Russell Family Foundation Fund Hurt Family Endowment Fund J. Brian Russell Donor Advised Fund I Love My Independence Fund Richard Edward Sanderson Foundation I Love My Valley Fund Schondelmeyer-Williams Fund Independence Young Matrons Endowment Fund Kenneth and Susan Scott Family Foundation Clifford and Diane Jones Foundation Jim and Mary Stilley Family Charitable Trust J’Nan Kimak Donor Advised Fund Norman and Darleen Swails Fund John W. and Nancy C. Kimak Donor Advised Fund Dennis and Jane Taylor Fund Margaret Kimak Donor Advised Fund Mitchell & Betsy Taylor Family Fund King Family Fund Tim and Yvette Taylor Fund L.D. Koirtyohann Family Fund Ted & Rose Fund Richard and Pamela Kreher Family Fund Cathy Tharp Family Fund Janet D. Lacey-Hodges Charitable Fund Paul and Marilyn Thomson Family Fund Lucky Penny Charitable Fund Thompson Family Charitable Foundation Magady Family Education Fund Montie and Marjorie Tripp Family Foundation Fund Michael Martin Family Fund Billy Truschke Memorial Fund McCandless/Taylor Fund Todd & Nicole Underwood Family Ministry Fund McClure Family Fund Unilever Charitable Fund Bruce and Tracey Mershon Family Foundation Fund Daniel E. and Alice D. Waite Family Foundation Fund Michael and Linda Meyers Family Foudation Brenda Rapp West Foundation Frank and Marie Mickelson Fund Bob and Candy White Foundation Mitchell Foundation Frank P. and Bernelle White Memorial Donor-Advised Fund Mitzvah Fund Widick and Appleberry Family Fund Melanie Moentmann Charitable Fund John and Sharon Williams Family Fund John & Judith Ness Fund Dave & Shirley Wurth Family Foundation Evan Noll Memorial Fund

20 DESIGNATED FUNDS When you create a designated fund, you can support one or more of your favorite charities. We connect people with one or more of our local nonprofits who partner with us to build their endowments. A designated fund is an easy way to provide charitable giving.

Arabia Museum Foundation Fund City of Independence Association of Fundraising Professionals Mid-America Chapter Animal Shelter Replacement Fund Board Restricted Fund Fire Safety Equipment Fund Operating Fund Friends of Truman Depot Endowment Bates County Historical Society Acorn Endowment Fund Friends of Parks & Recreation Bingham-Waggoner Historical Society Fund George Owens Nature Park Blue Springs City Theatre Foundation Fund Palmer Center Senior Services Enhancement Fund Blue Springs Historical Society, Inc. Fund Palmer Senior Center Endowment Blue Springs School of Economics Parks & Recreation Non-Specific Blue Springs School of Economics Fund Japan Disaster Relief Fund Money Market Fund McCoy Park All Inclusive Play Project Fund Blue Springs South Athletics Fund Pioneer Woman Statue Endowment Boys and Girls Clubs Fund Police Equipment Enhancement & Improvement Fund Donna G. Bullock Family Fund Sermon Memorial Room Endowment Cancer Action Fund Sermon/Old Spring Project Endowment Cass County Historical Society Sister City Fund Cass County Genealogical Society Endowment Stormwater Fund Cass County Historical Society Quasi-Endowment Truman Memorial Building Restoration Fund Irene Pippit Trust Fund Truman Memorial Walking Trail Fund Beverly A. Cathcard Donor-Advised Endowment Waggoner Memorial Endowment Fund Earl Cavanah Donor Advised Endowment Fund Community Association for the Arts Center Place Educational Foundation General Fund Community Association for the Arts Fund Child Abuse Prevention Association General Endowment Fund Money Market Fund Citizens for the Archives Fund Community Mediation Center City of Blue Springs Community Mediation Center, Inc. Fund Vesper Hall General Fund Short Term Investment Fund Vesper Hall Nutrition & Homebound Fund

21 Community of the Good Shepherd Fund Heart of America Chorus Adolf Heine Memorial Fund Endowment Fund-Acorn Community of the Good Shepherd Fund The KC Chapter of SPEBSQSA, Inc. Fund Operating Reserve Fund Heart of America Council, BSA/Blue Elk Endowment Fund Community Services League Heritage Philharmonic Endowment Fund Emergency Assistance Fund Hillcrest Ministries Endowment Fund Endowment Fund Michelle A. Schumacher Memorial Fund Hillcrest Ministries Fund Non-Endowment Fund Hope House, Inc. Comprehensive Mental Health Services Anonymous Endowment Fund Client Services Fund Endowment Fund Foundation, Inc. Fund M. E. Hurt Endowment Fund Developing Potential Endowment Fund Mary Elizabeth Hope Fund The Dictionary Project of Kansas City Fund Hurt Memorial Endowment Fund Orena D. Dorsch Religious Ministries Endowment Fund Independence Youth Court Fund Dragon Booster Club Fund Interactive African Missions Fund Drumm Center for Children Jackson County 4-H Drumm Center for Children, Inc. Equities Fund Educational Enrichment Endowed Fund Fixed Income Fund Tax Credit Fund Money Market # 2 Fund Eastern Jackson County Youth Court Fund Jackson County Free Health Clinic Family Conservancy Fund Endowment Fund First Baptist Church of Independence Jackson County Free Health Clinic Fund Endowment Fund Jackson County Historical Society Myrtle Mingle Music Fund Archives Fund Non-Endowed Fund Bess Hatten Raymond Fund First Presbyterian Church of Lee’s Summit Endowment Fund Ebenezer Fund Operating Non-Endowment Endowment Fund Roger T. Sermon - Jackson County Historical Society Fund Information Technology Fund JobOne Investment Fund Reserve Fund Junior Service League Friends of Sugar Creek Endowment Fund Administrative Savings Fund Sugar Creek - Friends of the Parks Fund Community Trust Savings Fund Gift of Life Frances Hink Endowment Fund Non-Endowed Fund Marjorie N. Martin Endowment Fund Quasi Endowed Fund Memorial Fund Graceland University Fund Kansas City Chorale Fund Grain Valley School District Foundation Kansas City Fire Museum Fund Athletics Fund Kansas City Hospice Classroom Technology Fund Endowment Sub-Fund Foundation A Plus Fund Kansas City Hospice Fund Foundation General Fund Kansas City Metro Parks & Recreation Directors Instrumental Music Fund Association Fund Library Resources Fund Lee’s Summit CARES Endowment Fund Outdoor Classroom Fund Lee’s Summit Optimist Foundation Fund Robotics Program Fund Lee’s Summit Parks & Recreation Harrisonville Parks and Recreation Foundation Angel Fund Harry S. Truman Library Institute Fund Gamber Center Fund HealthEd Connect Fund Lee’s Summit Parks & Recreation Fund

22 Lee’s Summit Social Services Puppetry Arts Institute Lee’s Summit Social Services Fund Endowment Fund Special Project Fund Museum Fund Lee’s Summit Symphony Orchestra Fund Rainbow Center Lee’s Summit Underwater Rescue & Recovery Fund Endowment Fund Dr. Curtis and Mrs. Ann Long Fund Rainbow Center Fund For the Bates County Fair Raymore Baseball Softball Improvement Fund For the Missouri State Fair Raymore Parks and Recreation Fund MALA Long-term Investment Fund Raymore-Peculiar Public School Foundation Fund Meals on Wheels Raytown Community Foundation Fund Dorothy Evans Memorial Fund 350 Highway Corridor Plan Meals on Wheels Fund Raytown Tree Fund Robert R & Karissa L Alumbaugh Caring Account Raytown Educational Foundation Mental Health Association of the Heartland Fund Raytown Educational Foundation Fund Messiah Lutheran Church Short Term Repository Fund Endowment Fund Raytown Emergency Assistance Program (R.E.A.P.) Fund Ruth Riggs Memorial Scholarship Fund Raytown Historical Society Foundation General Sabol Fund Endowment Fund Trust Fund ReDiscover Segregated Portfolio Fund Metropolitan Community Colleges’ Independence Richardson Memorial Endowment Fund Development Fund Saint Paul United Methodist Church Mid-Continent Public Library Amerine Memorial Endowment Fund General Fund E. Jones Memorial Endowment Fund Children’s Summer Reading Program Endowment Fund Lubben Memorial Endowment Fund Mid-Continent Woodneath Branch Fund Mader Memorial Endowment Fund Genealogy Library Capital Campaign Fund Santa Fe Trail Midwest Genealogy Ctr. Programming Fund Neighborhood CDC Fund Midwest Foster Care and Adoption Association, Inc. Fund Short-term Investment Fund Midwest Hemophilia Association Fund Edna M. Scahill Endowment Fund Missouri Baptist Children’s Home Children and Family Special Neighbors Ministries Endowment Fund Non-Endowed Operating Fund MO Park & Recreation Association Velma Hatten Fund Beaver Estate Fund The Spirit of Independence Community Band Fund Building Maintenance Fund Summit Christian Academy Operating Reserve Fund Non Endowed Fund Lyle B. Beaver Leadership Development Institute Tuition Assistance Endowment Endowment Fund Sustainable Hope International Education Fund Tabitha’s Closet Fund Mother’s Refuge William M. and Martha L. Thomas Fund Endowment Fund Jeffrey Tognascioli Memorial Fund Operating Reserve Fund Truman Medical Center-Lakewood NICU Fund National Kidney Foundation of Kansas and Missouri Fund Vaile Victorian Society Endowment Fund Nutra-Net Endowment Fund Roger T. Sermon - Youth Art Show Fund Cathy Paulson Hope House Memorial Fund PAWS - Neuter/Spay Endowment John F. Tweedie Memorial and Virginia Koso Trust

23 FIELD OF INTEREST FUNDS No matter what your passion – education, faith, health or the arts – the Community Foundation will help identify and connect you with charities that provide services you’re interested in supporting.

Big Piney Fund for Social Ministry Lee’s Summit Kiwanis Club Fund Blue Springs Jaycees Breaking New Ground Fund Legacy Foundation Fund Blue Springs Parents Club Lions Eye Fund Blue Springs Special Education Fund Gary Martinette Award Fund Bryant School and Neighborhood Playground Fund Mayor’s Prayer Breakfast Fund Charitable Reinvestment Foundation Fund Homer McWilliams Oncology Fund Clean Air Don A. Potts Award Fund Marcella Morgan Oncology Fund Community Cadet Club Fund Open Arms Foundation Fund Discover ED Foundation Fund Palestine Missionary Baptist Capital Campaign Fund Family Literacy Endowment Fund Parks Now Fund Friends of Raytown Parks Fund Performing Arts Center of Lee’s Summit Development Fund Friends of the Animal Shelter Fund Power House Theatre Foundation Fund Friends of the Independence Courthouse Fund Professional Development Network Fund Friends of the Square Fund Progress Independence Fund Grandma’s Alzheimer Fund Raytown Rotary Fund Ian’s Fund for Testicular Cancer Awareness Revolving Rehabilitation Loan Fund Independence Film, Art & Music Festival Third World Sewing Partnership Fund Jelley Family Foundation Fund United Nations Peace Memorial Fund Melvin Jones Eye Fund Uplift Independence Kansas City Theater Foundation Veterans Way Memorial Fund KCMPRDA Fund Women’s Resource Center Acorn Fund Lee’s Summit Beautification Commission Fund

24 Scholarship Funds

When you support education through scholarships, you are laying a foundation for a brighter tomorrow. What better way to honor the memory of a loved one or engage your corporation than through the generosity of a scholarship. The Community Foundation loves connecting donors to

Cpl. Benjamin Ashley Memorial Scholarship Fund Kay Dunning Nursing Scholarship Fund Association for Industrial Development Endowment Fund Eastern Jackson County Bar Association Charitable Fund Pat Barnhard Memorial Scholarship Fund Equal Chances College Scholarship Fund John S. Barrett Memorial Scholarship Fund F.O.R.C.E. (Ft. Osage Resources Champion Education) Josh Borgmeyer Memorial Scholarship Fund Arthur Butler Scholarship Fund Brian Borgstadt Memorial Scholarship Fund Dr. Gale T. Bartow Scholarship John Bowser Radiology Scholarship Fund Mary Beggs Science Education Scholarship Steven D. Brown Scholarship Fund Vilas “Lee” Compton Memorial Scholarship Fund Ron Bruch Teacher of the Year Scholarship Fund Daughters of the American Revolution Gene and Joanne Cable Scholarship Fund Louann Dickmeyer Educational Scholarship Fund Centerpoint Medical Staff Scholarship Fund Dr. Larry Ewing Scholarship Mel Colley LEAD Scholarship Fund Dr. Paul James Scholarship Opal Barker Day and Phyllis Day Combest Memorial Education Fund Gus Spencer Scholarship Fund The Council of Clubs of Greater Kansas City Scholarship Fund Connie Truelove Scholarship David A. Cromwell Memorial Scholarship Fund Foundation General Fund Senator Ronnie DePasco Scholarship Foundation Fund FOSD Employee Scholarship Fund

25 FOSD Leadership Fund Chuck & Jeneen Jones Scholarship Fund J. Richard Franklin Scholarship Fund Junior Service League Bess Wallace Truman Scholarship Fund Jimmy Golden Memorial Softball Scholarship Fund Kobe Scholarship Fund Gragg Memorial Scholarship Fund Julie Elizabeth Marshall Memorial Scholarship Fund Dr. Victor D. Gragg Scholarship Fund Forrest and Marjorie Martin Scholarship Fund A. Joan Lovelace Future Educator Scholarship Fund McMillin Family Foundation Education Fund Carol Marcks Elementary Education Scholarship Fund Medical Alliance-Metropolitan Medical Society of GKC Scholarship Fund Judy Lee McDaniel-Yazel Scholarship Fund Stella and William Moran Memorial Scholarship Fund Melanie Meyer Memorial Scholarship Fund Edward L. and Helen L. Newlin Scholarship Fund Dustin Payne Scholarship Fund Georgia B. Northway Hemophilia Scholarship Fund Harley & Doris M. Eby Reed Scholarship Fund Oak Park Family and Consumer Science Scholarship Fund Mona Richardson Scholarship Fund Olson Student Assistance Scholarship Fund Robert Keeton Scholarship Fund James H. Phillips Memorial Endowed Scholarship Fund Dr. Ben Whited Scholarship Fund PISCES Scholarship Fund Friends of the Blue Springs Ballet Dance Scholarship Fund Sam and Lindsey Porter Scholarship Fund Sara Garrett Memorial Eugene J. Rolfe Memorial Education Fund Brandon Gieselman Memorial 4-H/FFA Scholarship Fund Seger Family Nursing Scholarship Fund William D. Gordon Memorial Brianna Leigh Shelton Performing Arts Scholarship Fund Endowment Fund Sister Mary dePaul Fund Non Endowed Scholarship Fund Sixth Bomb Group Memorial Education Fund Greater Kansas City Friends of Family & Consumer Science Jason Stone Creativity Scholarship Award Fund Scholarship Fund Sugar Creek Business and Civic Club Fund Grain Valley School District Foundation Bill Summa Scholarship Fund Classroom Grants Fund THCF - Henri E. Goettel Youth in Philanthropy Award Fine Arts Program Fund The Toni Thornton AAUW Reentry Scholarship Fund David and Patty Hackett Scholarship Tile Contractors’ Association of America, Inc. Scholarship Fund General Scholarship Fund Truman Scholarship Fund Rachel House Hudson Memorial Scholarship Fund William Chrisman Class of 1953 Scholarship Fund Jerry Mueller Scholarship Fund Brian D. Ostrander Memorial Scholarship Independence Young Matrons Scholarship Fund Novilla Jeffries Scholarship Fund

26 DEFERRED ENDOWMENT FUNDS Deferred gifts are usually created with an estate gift and are a great way to leave a legacy of giving in the community. A deferred gift allows you to support all your charitable interests for years beyond your lifetime. Anderson Family Foundation Fund K & M Karcher-Lumsden Charitable Remainder Trust Jerry and Doreen Benton Family Foundation K & M Karcher-Lumsden Donor Advised Fund Joe and Janice Blackburn Family Charitable Fund Jerry and Sharon Kasten Family Foundation Fund Rutheloise Borchardt Charitable Gift Annuity Donald E. Landis Charitable Remainder Unitrust Carol J. Carpenter Bequest Richard R. and Esther G. McCall Charitable Remainder Trust James W. and Stephanie D. Chipman Charitable Fund Richard R. and Esther G. McCall Donor Advised Fund Larry and Wanda Cook Family Charitable Fund Zita McGraw Charitable Endowment Fund Robert H. and Joy J. Cottrell Gift Annuity Schneider/Mehrhoff Memorial Fund Mahlon Dale and Rose Anne Crown Charitable Gift Annuity Russell and Mabel Pepper Family Foundation Fund Marvin and Dixie Droege Charitable Fund Gary and Glenda Riekhof Family Foundation Raymond C. and Judy Ebert Donor Advised Fund Donald S. Ross Charitable Gift Annuity Fund Robert R. Franke Donor Advised Fund Phil and Maxine Schoggen Charitable Gift Annuity Helen French Charitable Gift Annuity Fund Katharine Jones Schrader Charitable Gift Annuity Ed and Sharon Hammond Family Charitable Fund Barbara A. Schuster Fund Betty L. Harryman Charitable Gift Annuity Elizabeth Scott Charitable Remainder Trust William R. Hartong & E. Elaine Hartong Charitable Remainder Trust Joseph T. Sefcik Charitable Gift Annuity Peggy Hawley Charitable Remainder Unitrust Clifford M. and Mary Beth Seger Charitable Gift Annuity Rosalie M. Headley Charitable Remainder Trust Clarence and Betty Stowell Gift Annuity William & Wilma Henks Family Foundation Fund Dennis and Jane Taylor Gift Annuity Helen Hilliard Charitable Remainder Unitrust Garland and Pauline Tripp Foundation Jack B. Hoke Charitable Remainder Unitrust Gary and Nita Tripp Foundation Robert A. Hoke Charitable Remainder Unitrust Elizabeth E. “Pat” Wasmuth Charitable Gift Annuity Ruby N. Hoke Charitable Remainder Unitrust Wanda Ruth Hoke Charitable Remainder Unitrust Dr. Edward and Connie John Donor Advised Fund

ENDOWMENT FUNDS FOR COMMUNITY GRANTS When you leave an unrestricted gift to the Community Foundation, we’ll make sure your dollars support the most important needs in our community (in your name) for years to come.

Dorothy D. Bay Donor Advised Fund Truman Heartland Community Foundation James D. Browning Endowment Fund CEO Discretionary Grantmaking Fund Beverly A. Cathcard Charitable Endowment Endowment Fund Heartland Arts Alliance Fund Health-related Project Fund Margaret E. Hurt Endowment Fund Youth Advisory Council Fund IRHC Community Service Fund Endowment Fund Marjorie Pollard Hospice Fund

27 Annual Foundation Fan Club Our fans help make dreams a reality

The annual funding from the following donors and corporate sponsors is vital to the Community Foundation and allows us to operate our Youth Advisory Council and lead the community on important issues such as the Community for All Ages Coalition. We appreciate our fans!

Raving Fan/$500 Ron and Caryl Bruch**** Kenneth and Eleanor Frasier*** Jim and Deborah Pryde**** Cavanah Family Fund** Kathryn and Michael Harvel Stewardship Capital*** Martha Cockerell**** Diane Krizek and Eugene Bileski** U.S. Bancorp Foundation** Vicki S. Digby and Kraig Hansen**** John and Sherri Lozano*** David and Beth Williams The Foudree Family Steve and Leigh Anne Potter**** Donor-Advised Fund****

Super Fan/$250 Broome Family Fund**** Phil and Nancy Hanson**** Scott and Susan King** Randall and Helen Ferguson**** Darrel and Mary Hensley**** Bruce and Tracey Mershon Jim and Kitty Ham*** Rick and Kathy Hughey**** Bob & Candy White Foundation

Avid Fan/$100 Gloria Solis Bill and Jill Esry Jim Lynch*** Lyle and Grace Shaver The Farber Family given in honor of Melanie Moentmann Mark and Patti Simcosky*** Allen Lefko Dr. and Mrs. Clifford E. Mohn, Jr. Eric and Shelly Sporing Greg and Mindi Finke*** Mark and Cheryl Mozer**** Byron A. Stewart, Jr. Attorney at Law Fundspring Consulting John and Judy Ness**** Jim and Mary Stilley, Jr.** Judge Jack E. Gant Joyce Noble**** Norman and Darleen Swails*** Grubb Law Firm, PC Steve and Marianne Noll**** Dr. Barbara Thompson Doug and Helen Hatridge*** Larry and Sharon Norris** MCC - Blue River Bud and Betty Hertzog Terry and Robin Norwood*** Tom and Eileen Weir*** Bill and Geraldine Hill*** Barbara Potts Sharon Williams Michael and Joy Hobick**** John G. Pritchard, CPA PC**** David and Shirley Wurth*** Richard and Pamela Kreher**** Eric and Selinda Ramsey Steven C. Krueger Legal Services, LLC

Fan/$50 Gene and Joanne Cable*** Millie Horn*** Brian and Sharon Snyder Chris and Megan Culbertson Dr. Cameron Lindsey and Alyse J. Stoll*** Jill Frasier Mr. Allen West Dan and Shannon Sundberg Mike and Linda Gerding Bob and Bev Powell**** Reverand Dawn Weaks Robert and Mary Hepting St. Mary’s Volunteers Dave Wright*** 28 ** Two years continuous support • *** Three years continuous support • **** Four years continuous support 2014 Truman Heartland Community Foundation

Phillip J. Hanson, MPA Beverly Powell, CPA Elizabeth McClure President & CEO Chief Financial Officer Director of Programs & Donor Services

Shannon Sundberg, MFA Cheryl Klotz Lynn Oltmanns Director of Advancement Office Manager Administrative Assistant

29 Non-Profit Org. TRUMAN HEARTLAND COMMUNITY FOUNDATION U.S. Postage 4200 Little Blue Parkway, Suite 340 PAID Kansas City, MO Independence, MO 64057 Permit No 321

Learn more about how Truman Heartland Community Foundation can serve you at THCF.org. We invite you to join our family of more than 500 charitable giving funds.