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.