2011 YEAR IN REVIEWJim Pryde, Bryan CaveWhen I think of Blueprints, I think of the plans made that lead to the construction of something good. I had the privilege of serving as Chairman of the Board for the Community Foundation last year. As I reflect on our work in 2011, it is evident that THCF is providing a great Blueprint for Philanthropy for donors throughout our region.

So what does it take to build philanthropy in Eastern Jackson County? Although the Community Foundation has been around for three decades, we continue to help facilitate the ever-increasing philanthropy in our communities. I would like to highlight a few of our accomplishments.

To best serve our family of 600 donor funds and continue growing philanthropy in Eastern Jackson County, the community must be able to have confidence in its Community Foundation. On August 5, 2011, we moved into a new facility on the third floor of the Blue Ridge Bank and Trust Building. A consolidated, professional office is important to the confidence our stakeholders place in the Community Foundation. Our new location has been a great, centrally-located facility positioning us to better serve our donors and our region. Then, on November 9, 2011, we became certified by the National Standards Board for meeting the National Standards of the US Community Foundations. This certification recognizes that your Community Foundation has met 41 of the most rigorous standards in philanthropy in the country. It also affirms our commitment to operational quality, donor service, honoring donor intent, and accountability a mark of confidence, and an important blueprint our donor family can be proud of.

Also, in November, the Community Foundation welcomed 85 Founding Members to the Heartland Legacy Society at our annual Community Grants Luncheon. This special society was created in 2011, another important blueprint, to honor and recognize those donors who designated the Community Foundation (or a Fund at the Community Foundation) as a beneficiary in their estate planning documents. Donors who make this type of commitment are ensuring their charitable interests will be supported for years to come. The Community Foundation is honored to steward these charitable plans.

Lastly, but far from least, the Community Foundation made and began implementing several other important plans last year. Consistent with the efforts in our metropolitan area, THCF established a local Community for All Ages Coalition in an effort to address the issues facing our community as the population continues maturing. Our Community for All Ages Coalition is bringing together over 50 people from all areas of Eastern Jackson County to create a plan of action for our community. In addition, we expanded our reach and opportunities to better serve our donors by having four Advisory Boards active and functioning in Blue Springs, Independence/Sugar Creek, Lees Summit, and Raytown. Our Youth Advisory Council has also been incredibly active and growing, with 105 members from 12 area high schools. They awarded $1,500 in grants at our Grants Luncheon from their own funds a new record.

A Blueprint sets forth the plans for building something special. At the Community Foundation, I believe our many accomplishments in 2011 truly provide a Blueprint for Philanthropy in Eastern Jackson County far into the future.

Jim Pryde2011 Chairman of the Board

CONTENTS02 Our Mission03 Year in Review04 Board of Directors05 Advisory Boards06 Youth Advisory Council08 2011 Highlights12 Community Grants14 Financials16 Gala Celebration18 Charitable Funds Listing27 Our Staff

02 Our Mission

Year in Review 03

2011 YEAR IN REVIEWJim Pryde, Bryan CaveWhen I think of Blueprints, I think of the plans made that lead to the construction of something good. I had the privilege of serving as Chairman of the Board for the Community Foundation last year. As I reflect on our work in 2011, it is evident that THCF is providing a great Blueprint for Philanthropy for donors throughout our region.

So what does it take to build philanthropy in Eastern Jackson County? Although the Community Foundation has been around for three decades, we continue to help facilitate the ever-increasing philanthropy in our communities. I would like to highlight a few of our accomplishments.

To best serve our family of 600 donor funds and continue growing philanthropy in Eastern Jackson County, the community must be able to have confidence in its Community Foundation. On August 5, 2011, we moved into a new facility on the third floor of the Blue Ridge Bank and Trust Building. A consolidated, professional office is important to the confidence our stakeholders place in the Community Foundation. Our new location has been a great, centrally-located facility positioning us to better serve our donors and our region. Then, on November 9, 2011, we became certified by the National Standards Board for meeting the National Standards of the US Community Foundations. This certification recognizes that your Community Foundation has met 41 of the most rigorous standards in philanthropy in the country. It also affirms our commitment to operational quality, donor service, honoring donor intent, and accountability a mark of confidence, and an important blueprint our donor family can be proud of.

Also, in November, the Community Foundation welcomed 85 Founding Members to the Heartland Legacy Society at our annual Community Grants Luncheon. This special society was created in 2011, another important blueprint, to honor and recognize those donors who designated the Community Foundation (or a Fund at the Community Foundation) as a beneficiary in their estate planning documents. Donors who make this type of commitment are ensuring their charitable interests will be supported for years to come. The Community Foundation is honored to steward these charitable plans.

Lastly, but far from least, the Community Foundation made and began implementing several other important plans last year. Consistent with the efforts in our metropolitan area, THCF established a local Community for All Ages Coalition in an effort to address the issues facing our community as the population continues maturing. Our Community for All Ages Coalition is bringing together over 50 people from all areas of Eastern Jackson County to create a plan of action for our community. In addition, we expanded our reach and opportunities to better serve our donors by having four Advisory Boards active and functioning in Blue Springs, Independence/Sugar Creek, Lees Summit, and Raytown. Our Youth Advisory Council has also been incredibly active and growing, with 105 members from 12 area high schools. They awarded $1,500 in grants at our Grants Luncheon from their own funds a new record.

A Blueprint sets forth the plans for building something special. At the Community Foundation, I believe our many accomplishments in 2011 truly provide a Blueprint for Philanthropy in Eastern Jackson County far into the future.

Jim Pryde2011 Chairman of the Board

CONTENTS02 Our Mission03 Year in Review04 Board of Directors05 Advisory Boards06 Youth Advisory Council08 2011 Highlights12 Community Grants14 Financials16 Gala Celebration18 Charitable Funds Listing27 Our Staff

02 Our Mission

Year in Review 03

THCF YOUTH ADVISORY COUNCILLeadership Team

Henri Goettel, Youth CoordinatorNicole Stevens, THCF Staff

Aubrey Becker, Fort Osage High SchoolRae Ann Blankman, Blue Springs South High SchoolJacob Clark, Blue Springs High SchoolEmily Crozier, Fort Osage High SchoolDanielle Cunningham, Grain Valley High SchoolSarah Daubendiek, Fort Osage High SchoolMicayla Delarber, Raytown High SchoolLauren Feekin, Lees Summit West High SchoolAllison Freed, Raytown South High SchoolSkylar Hamilton, Grain Valley High SchoolSpud Henderson, Raytown High SchoolMegan Kell, Lees Summit High SchoolKatie LaCombe, Lees Summit North High SchoolMadison McCullough, Blue Springs South High SchoolDanielle Messick, Blue Springs High SchoolEmily Mewes, William Chrisman High SchoolDavid Muncy, Grain Valley High SchoolStephanie Ohms, Lees Summit West High SchoolTucker Pauley, Grain Valley High SchoolJessica Rhoades, Lees Summit High SchoolStephanie Soendker, William Chrisman High SchoolMaisha Sood, Raytown South High SchoolSarah Sunderland, Lees Summit North High SchoolChristopher Thibault, St. Marys High SchoolMadeline Thompson, Lees Summit West High SchoolLydia Todd, Raytown South High SchoolMyles Vann, Raytown High SchoolKarlee Welch, Truman High SchoolZach Wenig, Truman High School

THCF-LEES SUMMITSherri Lozano, ChairmanPaul Broome, Vice-ChairmanTracey Mershon, Secretary

Matt BairdNancy BassDebra BronstonEveridge CadeBrad CoxHelen HatridgeDarrel HensleyJim KoenemanRodney McBrideMachelle Riffe

THCF-RAYTOWNShirley Wurth, ChairmanBarbara Thompson, Vice-ChairmanAlyse Stoll, Secretary

David BowerSue FrankLinda GerdingJim LynchDiane KrizekAllan MarkleyJudy NessDon OrrellJim StilleyDawn WeaksDavid Wurth

THCF-BLUE SPRINGSJeff Quibell, ChairmanDave Wright, Vice-ChairmanSteve Krueger, Secretary

Karen CockerellBev LeonardMark NewcomerTerry NorwoodArt PhillipsMary PotterAnnette SeagoBrien Starner

THCF-INDEPENDENCE/SUGAR CREEKEileen Weir, ChairmanGreg Finke, Vice-ChairmanMelanie Moentmann, Secretary

Victor CallahanJill EsrySteve KidwellScott KingEric KnippLois McDonaldFred MillsSteve PotterJim SchultzMark SimcoskyBrian Snyder

MIKE MCGRAWData Systems International

RON BRUCHIndep. School District (ret.)

Chairman

CHUCK FOUDREEHarmon Industries (ret.)

Vice-Chairman

JIM PRYDEBryan Cave

Immediate Past Chairman

MARTHA COCKERELLRaytown Quality Schools (ret.)

Treasurer

DOUG HAMMEREdward Jones Investment

Secretary

CINDY CAVANAHCable-Dahmer Chevrolet

(ret.)

BRAD CONSTANCEStewart, Cook, Constance

& Minton

RANDALL FERGUSONIBM (ret.)

BILL ESRYBlue Ridge Bank & Trust

VICKI DIGBYMeraVic

RON FINKEStewardship Capital

JUDY FORRESTERDana Forrester Watercolors

BABARA KOIRTYOHANNHallmark Cards

DR. FRED HAHNMidwest Ear, Nose & Throat

(ret.)

ELEANOR FRASIERCity of Blue Springs

ROBERT HEPTINGTrebor, LLC

JOY HOBICKTruman Medical Center

Lakewood

DAVID JETERJeter, Rains & Byrn, L.C.

(ret.)

SHERRI LOZANOJuvenile Diabetes Research Foundation

RICHARD KREHERBenchmark Financial

HELEN HATRIDGECommunity Volunteer

JEFF QUIBELLCPros, Inc.

EILEEN WEIRImpress Public Relations

SHIRLEY WURTHRaytown Quality Schools

(ret.)

BRENDA WESTState Farm Insurance

(ret.)

2012 BOARD OF DIRECTORS04

Board of D

irectors Advisory Boards 05

DR. STEVEN SILVERSTEIN

Silverstein Eye Centers

DR. JOE SEABROOKSMetropolitan

Community Colleges

THCF YOUTH ADVISORY COUNCILLeadership Team

Henri Goettel, Youth CoordinatorNicole Stevens, THCF Staff

Aubrey Becker, Fort Osage High SchoolRae Ann Blankman, Blue Springs South High SchoolJacob Clark, Blue Springs High SchoolEmily Crozier, Fort Osage High SchoolDanielle Cunningham, Grain Valley High SchoolSarah Daubendiek, Fort Osage High SchoolMicayla Delarber, Raytown High SchoolLauren Feekin, Lees Summit West High SchoolAllison Freed, Raytown South High SchoolSkylar Hamilton, Grain Valley High SchoolSpud Henderson, Raytown High SchoolMegan Kell, Lees Summit High SchoolKatie LaCombe, Lees Summit North High SchoolMadison McCullough, Blue Springs South High SchoolDanielle Messick, Blue Springs High SchoolEmily Mewes, William Chrisman High SchoolDavid Muncy, Grain Valley High SchoolStephanie Ohms, Lees Summit West High SchoolTucker Pauley, Grain Valley High SchoolJessica Rhoades, Lees Summit High SchoolStephanie Soendker, William Chrisman High SchoolMaisha Sood, Raytown South High SchoolSarah Sunderland, Lees Summit North High SchoolChristopher Thibault, St. Marys High SchoolMadeline Thompson, Lees Summit West High SchoolLydia Todd, Raytown South High SchoolMyles Vann, Raytown High SchoolKarlee Welch, Truman High SchoolZach Wenig, Truman High School

THCF-LEES SUMMITSherri Lozano, ChairmanPaul Broome, Vice-ChairmanTracey Mershon, Secretary

Matt BairdNancy BassDebra BronstonEveridge CadeBrad CoxHelen HatridgeDarrel HensleyJim KoenemanRodney McBrideMachelle Riffe

THCF-RAYTOWNShirley Wurth, ChairmanBarbara Thompson, Vice-ChairmanAlyse Stoll, Secretary

David BowerSue FrankLinda GerdingJim LynchDiane KrizekAllan MarkleyJudy NessDon OrrellJim StilleyDawn WeaksDavid Wurth

THCF-BLUE SPRINGSJeff Quibell, ChairmanDave Wright, Vice-ChairmanSteve Krueger, Secretary

Karen CockerellBev LeonardMark NewcomerTerry NorwoodArt PhillipsMary PotterAnnette SeagoBrien Starner

THCF-INDEPENDENCE/SUGAR CREEKEileen Weir, ChairmanGreg Finke, Vice-ChairmanMelanie Moentmann, Secretary

Victor CallahanJill EsrySteve KidwellScott KingEric KnippLois McDonaldFred MillsSteve PotterJim SchultzMark SimcoskyBrian Snyder

MIKE MCGRAWData Systems International

RON BRUCHIndep. School District (ret.)

Chairman

CHUCK FOUDREEHarmon Industries (ret.)

Vice-Chairman

JIM PRYDEBryan Cave

Immediate Past Chairman

MARTHA COCKERELLRaytown Quality Schools (ret.)

Treasurer

DOUG HAMMEREdward Jones Investment

Secretary

CINDY CAVANAHCable-Dahmer Chevrolet

(ret.)

BRAD CONSTANCEStewart, Cook, Constance

& Minton

RANDALL FERGUSONIBM (ret.)

BILL ESRYBlue Ridge Bank & Trust

VICKI DIGBYMeraVic

RON FINKEStewardship Capital

JUDY FORRESTERDana Forrester Watercolors

BABARA KOIRTYOHANNHallmark Cards

DR. FRED HAHNMidwest Ear, Nose & Throat

(ret.)

ELEANOR FRASIERCity of Blue Springs

ROBERT HEPTINGTrebor, LLC

JOY HOBICKTruman Medical Center

Lakewood

DAVID JETERJeter, Rains & Byrn, L.C.

(ret.)

SHERRI LOZANOJuvenile Diabetes Research Foundation

RICHARD KREHERBenchmark Financial

HELEN HATRIDGECommunity Volunteer

JEFF QUIBELLCPros, Inc.

EILEEN WEIRImpress Public Relations

SHIRLEY WURTHRaytown Quality Schools

(ret.)

BRENDA WESTState Farm Insurance

(ret.)

2012 BOARD OF DIRECTORS

04 Board of D

irectors Advisory Boards 05

DR. STEVEN SILVERSTEIN

Silverstein Eye Centers

DR. JOE SEABROOKSMetropolitan

Community Colleges

Youth Advisory Council 07

YAC members added $2,000 to the YAC Endowment Fund last year through personal contributions and funds raised at the 2nd annual Skate for Change Gala.

YAC members granted $1,500 from the YAC Endowment Fund to support: Blue Ridge Methodist Church Court Appointed Special Advocates Coldwater Midwest Foster Care & Adoption Association Missouri College Advising Corps Youth Entrepreneurs.

YAC members reviewed $137,000 worth of grant requests submitted to THCF through the Annual Community Grants Program.

06 Yo

uth Ad

visory Cou

ncil

Since 1998 our Community Foundation has engaged Eastern Jackson County student leaders in philanthropy through service on our Youth Advisory Council. Whether reviewing grants, raising funds, serving or giving of their time, talent and treasure, THCF is proud to be among the first to train and inform high school students on the importance of becoming active, young givers in Eastern Jackson County.

In 2011, 105 students were involved in service and represented 12 area high schools including Blue Springs, Blue Springs South, Fort Osage, Grain Valley, Lees Summit, Lees Summit North, Lees Summit West, Raytown, Raytown South, St. Marys, Truman, and William Chrisman.

Youth Advisory Council 07

YAC members added $2,000 to the YAC Endowment Fund last year through personal contributions and funds raised at the 2nd annual Skate for Change Gala.

YAC members granted $1,500 from the YAC Endowment Fund to support: Blue Ridge Methodist Church Court Appointed Special Advocates Coldwater Midwest Foster Care & Adoption Association Missouri College Advising Corps Youth Entrepreneurs.

YAC members reviewed $137,000 worth of grant requests submitted to THCF through the Annual Community Grants Program.

06 Yo

uth Ad

visory Cou

ncil

Since 1998 our Community Foundation has engaged Eastern Jackson County student leaders in philanthropy through service on our Youth Advisory Council. Whether reviewing grants, raising funds, serving or giving of their time, talent and treasure, THCF is proud to be among the first to train and inform high school students on the importance of becoming active, young givers in Eastern Jackson County.

In 2011, 105 students were involved in service and represented 12 area high schools including Blue Springs, Blue Springs South, Fort Osage, Grain Valley, Lees Summit, Lees Summit North, Lees Summit West, Raytown, Raytown South, St. Marys, Truman, and William Chrisman.

08 Highlights

NATIONAL STANDARDS FOR U.S. COMMUNITY FOUNDATIONSHigher Standards

On November 9, 2011, Truman Heartland Community Foundation was pleased to learn that we met National Standards for operational quality, donor service and accountability in the community foundation sector.

The National Standards Seal by our name indicates official confirmation from the Community Foundations National Standards Board that we have met the most rigorous standards in philanthropy. It affirms our commitment to financial security, transparency, and accountability. It says our grantmaking includes an open, competitive process designed to address the changing needs of our community. The National Standards Seal also confirms our history of honoring donors wishesto support the arts, cultivate gardens, save endangered species, cure illness, expand literacy, feed childrenand support countless other important causes.

The National Standards for U.S. Community Foundations were created in 2000 in cooperation with the Council on Foundations. National Standards guide community foundations in establishing legal, ethical, and effective operational practices that serve as blueprints for internal development and benchmarks for external assessment. The 41 National Standards require Truman Heartland Community Foundation to document its policies in donor services, investment management, grantmaking, and administration. To receive confirmation of National Standards compliance, Truman Heartland Community Foundation submitted its organizational and financial policies and procedures to the Community Foundations National Standards Board for a rigorous peer review.

2011 Highlights 09

August 5, 2011 marked the official day that our Community Foundation moved into our 2200 sq. ft. new home at the Blue Ridge Bank Financial Center, located at 4200 Little Blue Parkway, Ste. 340, in Independence, Missouri.

07

08 201

1 High

lights

08 Highlights

NATIONAL STANDARDS FOR U.S. COMMUNITY FOUNDATIONSHigher Standards

On November 9, 2011, Truman Heartland Community Foundation was pleased to learn that we met National Standards for operational quality, donor service and accountability in the community foundation sector.

The National Standards Seal by our name indicates official confirmation from the Community Foundations National Standards Board that we have met the most rigorous standards in philanthropy. It affirms our commitment to financial security, transparency, and accountability. It says our grantmaking includes an open, competitive process designed to address the changing needs of our community. The National Standards Seal also confirms our history of honoring donors wishesto support the arts, cultivate gardens, save endangered species, cure illness, expand literacy, feed childrenand support countless other important causes.

The National Standards for U.S. Community Foundations were created in 2000 in cooperation with the Council on Foundations. National Standards guide community foundations in establishing legal, ethical, and effective operational practices that serve as blueprints for internal development and benchmarks for external assessment. The 41 National Standards require Truman Heartland Community Foundation to document its policies in donor services, investment management, grantmaking, and administration. To receive confirmation of National Standards compliance, Truman Heartland Community Foundation submitted its organizational and financial policies and procedures to the Community Foundations National Standards Board for a rigorous peer review.

2011 Highlights 09

August 5, 2011 marked the official day that our Community Foundation moved into our 2200 sq. ft. new home at the Blue Ridge Bank Financial Center, located at 4200 Little Blue Parkway, Ste. 340, in Independence, Missouri.

07

08 201

1 High

lights

Since our beginning in 1982, the Community Foundation has been helping donors achieve their charitable dreams through gifts from their estate plans. THE HEARTLAND LEGACY SOCIETY exists to honor donors (both those who are with us and those who have preceded us) who made provisions in their estate plans to include their Family Fund or another Charitable Fund at the Community Foundation. A special thank you to the 85 founding members for their thoughtful planning and vision for a better Eastern Jackson County!

Anonymous 28 membersEldon and Bonnie AndersonDorothy D. BayJoe and Janice BlackburnLarry and Susan BlickJames D. BrowningRon and Caryl BruchDonna G. BullockBeverly A. CathcardWayne and Stephanie ChipmanRoberta CokerByron ConstanceLarry and Wanda CookNorman, Mary Anne and Chris Davidson FoundationMarvin and Dixie DroegeChuck and Colleen FoudreeDavid and Henri GoettelDr. Fred and Marge HahnHarold and Mary Ellen HallDoug and Beth Hammer

Ed Hammond FamilyBill and Wilma HenksWilliam Richard (Rick) and Linda HenksHelen HilliardMargaret HurtV. Carl Jelley, MDDr. Edward and Connie JohnClifford and Diane JonesJerry and Sharon KastenJanet D. Lacey-HodgesDon and Ruth LandisForest and Marjorie MartinHarry and Donna McDanielCarol McGrawZita McGrawHomer McWilliamsThe Schneider/Mehrhoff Memorial FundMarie Mickelson

Lorene MitchellMarcella MorganJohn and Judy NessEdith M. NikelWendell & Myrna OlsonRussell and Mabel PepperMarjorie PollardDonald A. and Barbara J. PottsGary and Glenda RiekhofKatherine J. SchraderBarbara SchusterElizabeth A. Scott Charitable Remainder TrustClifford M. and Mary Beth SegerPaul Stone, Jr.Jane TaylorPaul and Marilyn ThomsonGarland and Pauline TrippMontie and Marjorie TrippDavid and Shirley Wurth

COMMUNITY FOR ALL AGES COALITIONConvening Leaders to Address Aging PopulationToday, 1 in 8 Americans is 65 or older. By 2020, 1 in 6 Americans will be 65 or older, and by 2030 the numbers are expected to grow to 1 in 5. According to AARP, every day 8,000 boomers are turning 65. Assuming that the rate of aging is the same in Kansas City as it is nationally, approximately 50 people a day or 1,500 per month are reaching age 65 in our metropolitan community. By mid-century, for the first time in human history, the number of people over 60 will outnumber children under the age of 14.

This demographic wave of maturing boomers will have a dramatic impact on our Eastern Jackson County areas. Truman Heartland Community Foundations goal is to educate our communities of the impact of this phenomenon and address the issues together.

In 2011, the Community Foundation began by convening leadership from cross-sectors in our Eastern Jackson County community including government, private and non-profit organizations to form a Coalition, which now has 53 members. In the coming years, the Coalitions purpose is to develop a clear understanding of this demographic wave and to begin planning to ensure, together, we ride this wave and use it as a vehicle to strengthen our community and ensure we are Creating an Eastern Jackson County Community for All Ages.

2011 Highlights 1110 201

1 High

lights

Since our beginning in 1982, the Community Foundation has been helping donors achieve their charitable dreams through gifts from their estate plans. THE HEARTLAND LEGACY SOCIETY exists to honor donors (both those who are with us and those who have preceded us) who made provisions in their estate plans to include their Family Fund or another Charitable Fund at the Community Foundation. A special thank you to the 85 founding members for their thoughtful planning and vision for a better Eastern Jackson County!

Anonymous 28 membersEldon and Bonnie AndersonDorothy D. BayJoe and Janice BlackburnLarry and Susan BlickJames D. BrowningRon and Caryl BruchDonna G. BullockBeverly A. CathcardWayne and Stephanie ChipmanRoberta CokerByron ConstanceLarry and Wanda CookNorman, Mary Anne and Chris Davidson FoundationMarvin and Dixie DroegeChuck and Colleen FoudreeDavid and Henri GoettelDr. Fred and Marge HahnHarold and Mary Ellen HallDoug and Beth Hammer

Ed Hammond FamilyBill and Wilma HenksWilliam Richard (Rick) and Linda HenksHelen HilliardMargaret HurtV. Carl Jelley, MDDr. Edward and Connie JohnClifford and Diane JonesJerry and Sharon KastenJanet D. Lacey-HodgesDon and Ruth LandisForest and Marjorie MartinHarry and Donna McDanielCarol McGrawZita McGrawHomer McWilliamsThe Schneider/Mehrhoff Memorial FundMarie Mickelson

Lorene MitchellMarcella MorganJohn and Judy NessEdith M. NikelWendell & Myrna OlsonRussell and Mabel PepperMarjorie PollardDonald A. and Barbara J. PottsGary and Glenda RiekhofKatherine J. SchraderBarbara SchusterElizabeth A. Scott Charitable Remainder TrustClifford M. and Mary Beth SegerPaul Stone, Jr.Jane TaylorPaul and Marilyn ThomsonGarland and Pauline TrippMontie and Marjorie TrippDavid and Shirley Wurth

COMMUNITY FOR ALL AGES COALITIONConvening Leaders to Address Aging PopulationToday, 1 in 8 Americans is 65 or older. By 2020, 1 in 6 Americans will be 65 or older, and by 2030 the numbers are expected to grow to 1 in 5. According to AARP, every day 8,000 boomers are turning 65. Assuming that the rate of aging is the same in Kansas City as it is nationally, approximately 50 people a day or 1,500 per month are reaching age 65 in our metropolitan community. By mid-century, for the first time in human history, the number of people over 60 will outnumber children under the age of 14.

This demographic wave of maturing boomers will have a dramatic impact on our Eastern Jackson County areas. Truman Heartland Community Foundations goal is to educate our communities of the impact of this phenomenon and address the issues together.

In 2011, the Community Foundation began by convening leadership from cross-sectors in our Eastern Jackson County community including government, private and non-profit organizations to form a Coalition, which now has 53 members. In the coming years, the Coalitions purpose is to develop a clear understanding of this demographic wave and to begin planning to ensure, together, we ride this wave and use it as a vehicle to strengthen our community and ensure we are Creating an Eastern Jackson County Community for All Ages.

2011 Highlights 1110 201

1 High

lights

BLUE RIDGE BOULEVARD UNITED METHODIST CHURCH Awarded $2,940.00 for Homework Central

BLUE RIVER COMMUNITY COLLEGEAwarded $25,000 for "Biology Labs Equipment"

CANCER ACTION - EJC OFFICE Awarded $4,000.00 for Nutritional Supplements

CHILD ABUSE PREVENTION ASSOCIATIONAwarded $500 for "Emergency Operating Expenses"

CHILDREN'S MERCY HOSPITAL Awarded $10,000.00 for Children's Mercy East Capital Campaign

COLDWATER OF LEE'S SUMMIT Awarded $1,302.50 for BackSnack Program

COMMUNITY MEDIATION CENTER Awarded $2,800.00 for Data Tracking System

COMMUNITY SERVICES LEAGUE Awarded $9,102.00 for Work Express Technology Expansion

DEVELOPING POTENTIAL, INC. Awarded $2,000.00 for Increase Access to Nursing Services

EMBRACING EDUCATION Awarded $4,100.00 for Staff Stipends

GILLIS CENTER, INC. Awarded $1,000.00 for Music Therapy

HARVESTERS Awarded $2,000.00 for Senior Mobile Food Pantry

HENRI GOETTEL YOUTH IN PHILANTHROPY AWARDAwarded $500 for "Annual Scholarship Award"

INDEPENDENCE SYMPHONY DBA HERITAGE PHILHARMONIC Awarded $2,000.00 for Spring 2012 Concert

HILLCREST TRANSITIONAL HOUSING - EJC Awarded $5,000.00 for Renovations at LS Housing Campus

HOPE HOUSE, INC. Awarded $5,000.00 for Early Childhood Program

JACKSON COUNTY COURT APPOINTED SPECIAL ADVOCATES (CASA) Awarded $3,300.00 for Operational Support

KANSAS CITY HOSPICE Awarded $5,000.00 for Medical Equipment for Nurses

LEE'S SUMMIT MUNICIPAL BUILDING & EQUIPMENT AUTHORITY Awarded $20,000.00 for Encore for Arnold Hall Capital Campaign

LEE'S SUMMIT PARKS & RECREATION Awarded $1,000.00 for 2012 Summer Concert Series

LEE'S SUMMIT SOCIAL SERVICESAwarded $1,250.00 for Cooking Classes

LEE'S SUMMIT SYMPHONY ORCHESTRAAwarded $2,500 for "May 2011 Concert"

MIDWEST FOSTER CARE ADOPTION ASSOCIATION Awarded $3,255.00 for Summer Camp Scholarships

MOTHER'S REFUGE Awarded $3,500.00 for Storage Shed

NORTHWEST COMMUNITY DEVELOPMENT CORPORATION Awarded $3,000.00 for Senior Nutrition Site Equipment

OAK GROVE HISTORICAL SOCIETY Awarded $2,000.00 for Rehabilitation of Museum

RACHEL HOUSE Awarded $2,000.00 for Staff Nurse

RAINBOW CENTER FOR COMMUNICATIVE DISORDERS Awarded $5,000.00 for SMART Board

RAYTOWN CHRISTIAN CHURCH Awarded $2,500.00 for Summer Lunch Program - 2012

RAYTOWN EMERGENCY ASSISTANCE PROGRAM Awarded $3,000.00 for Wheels that Serve

REDISCOVER Awarded $5,000.00 for Physical Disease Management Project

SPECIAL NEIGHBORS, INC. Awarded $3,500.00 for White Oaks - Safety First

ST. PETER UNITED METHODIST CHURCH Awarded $1,750.00 for Play To Learn Preschool

STANDUP BLUE SPRINGS Awarded $2,500.00 for Let's Move! Blue Springs

SUMMIT ART & INTERNATIONAL EQUINE ART & HISTORICAL ASSOC. Awarded $2,250.00 for Got Art Gallery

TNC COMMUNITY Awarded $2,500.00 for New Van

TRUMAN HERITAGE HABITAT FOR HUMANITY Awarded $6,000.00 for Construction Program

UNIVERSITY OF MISSOURI Awarded $3,072.00 for College Access Program at Van Horn HS

WESTPORT COOPERATIVE SERVICES Awarded $2,500.00 for Senior Companion Program

YOUTH ENTREPRENEURS KANSAS Awarded $2,630.50 for Youth Entrepreneurs - Student BizPaks

Community Grants 13

2011 GRANTS WERE AWARDED FROM THE FOLLOWING CHARITABLE FUNDS:

Dorothy D. Bay Endowment Fund**J.D. Browning Endowment Fund**Family Literacy Center Endowment FundHeartland Arts Alliance Endowment FundHomer McWilliams Oncology Fund**Independence Regional Health CenterCommunity Services Endowment FundMargaret Hurt Endowment Fund**Marcella Morgan Oncology Fund**Marjorie Pollard Hospice Endowment Fund**Metropolitan Community Colleges - Independence Development EndowmentSamuel W. Edmunds Charitable FundTHCF Health Endowment FundTHCF Unrestricted Endowment FundYouth Advisory Council Endowment Fund

** Legacy Society Endowments

12 Com

mun

ity Grants

Average Grant Awarded

Largest Grant Awarded

Grants Awarded

$4,156

Since 1994 our Community Foundation has invited nonprofit organizations serving Eastern Jackson County to submit requests for funding on behalf of donors who left estate gifts to benefit future needs of our communities. Grants are evaluated by Community Foundation Board members, Advisory Board members and Youth Advisory Council members. Grants are awarded to nonprofits that demonstrate the highest level of professional practice and show the greatest potential to meeting the needs of our communities.

BLUE RIDGE BOULEVARD UNITED METHODIST CHURCH Awarded $2,940.00 for Homework Central

BLUE RIVER COMMUNITY COLLEGEAwarded $25,000 for "Biology Labs Equipment"

CANCER ACTION - EJC OFFICE Awarded $4,000.00 for Nutritional Supplements

CHILD ABUSE PREVENTION ASSOCIATIONAwarded $500 for "Emergency Operating Expenses"

CHILDREN'S MERCY HOSPITAL Awarded $10,000.00 for Children's Mercy East Capital Campaign

COLDWATER OF LEE'S SUMMIT Awarded $1,302.50 for BackSnack Program

COMMUNITY MEDIATION CENTER Awarded $2,800.00 for Data Tracking System

COMMUNITY SERVICES LEAGUE Awarded $9,102.00 for Work Express Technology Expansion

DEVELOPING POTENTIAL, INC. Awarded $2,000.00 for Increase Access to Nursing Services

EMBRACING EDUCATION Awarded $4,100.00 for Staff Stipends

GILLIS CENTER, INC. Awarded $1,000.00 for Music Therapy

HARVESTERS Awarded $2,000.00 for Senior Mobile Food Pantry

HENRI GOETTEL YOUTH IN PHILANTHROPY AWARDAwarded $500 for "Annual Scholarship Award"

INDEPENDENCE SYMPHONY DBA HERITAGE PHILHARMONIC Awarded $2,000.00 for Spring 2012 Concert

HILLCREST TRANSITIONAL HOUSING - EJC Awarded $5,000.00 for Renovations at LS Housing Campus

HOPE HOUSE, INC. Awarded $5,000.00 for Early Childhood Program

JACKSON COUNTY COURT APPOINTED SPECIAL ADVOCATES (CASA) Awarded $3,300.00 for Operational Support

KANSAS CITY HOSPICE Awarded $5,000.00 for Medical Equipment for Nurses

LEE'S SUMMIT MUNICIPAL BUILDING & EQUIPMENT AUTHORITY Awarded $20,000.00 for Encore for Arnold Hall Capital Campaign

LEE'S SUMMIT PARKS & RECREATION Awarded $1,000.00 for 2012 Summer Concert Series

LEE'S SUMMIT SOCIAL SERVICESAwarded $1,250.00 for Cooking Classes

LEE'S SUMMIT SYMPHONY ORCHESTRAAwarded $2,500 for "May 2011 Concert"

MIDWEST FOSTER CARE ADOPTION ASSOCIATION Awarded $3,255.00 for Summer Camp Scholarships

MOTHER'S REFUGE Awarded $3,500.00 for Storage Shed

NORTHWEST COMMUNITY DEVELOPMENT CORPORATION Awarded $3,000.00 for Senior Nutrition Site Equipment

OAK GROVE HISTORICAL SOCIETY Awarded $2,000.00 for Rehabilitation of Museum

RACHEL HOUSE Awarded $2,000.00 for Staff Nurse

RAINBOW CENTER FOR COMMUNICATIVE DISORDERS Awarded $5,000.00 for SMART Board

RAYTOWN CHRISTIAN CHURCH Awarded $2,500.00 for Summer Lunch Program - 2012

RAYTOWN EMERGENCY ASSISTANCE PROGRAM Awarded $3,000.00 for Wheels that Serve

REDISCOVER Awarded $5,000.00 for Physical Disease Management Project

SPECIAL NEIGHBORS, INC. Awarded $3,500.00 for White Oaks - Safety First

ST. PETER UNITED METHODIST CHURCH Awarded $1,750.00 for Play To Learn Preschool

STANDUP BLUE SPRINGS Awarded $2,500.00 for Let's Move! Blue Springs

SUMMIT ART & INTERNATIONAL EQUINE ART & HISTORICAL ASSOC. Awarded $2,250.00 for Got Art Gallery

TNC COMMUNITY Awarded $2,500.00 for New Van

TRUMAN HERITAGE HABITAT FOR HUMANITY Awarded $6,000.00 for Construction Program

UNIVERSITY OF MISSOURI Awarded $3,072.00 for College Access Program at Van Horn HS

WESTPORT COOPERATIVE SERVICES Awarded $2,500.00 for Senior Companion Program

YOUTH ENTREPRENEURS KANSAS Awarded $2,630.50 for Youth Entrepreneurs - Student BizPaks

Community Grants 13

2011 GRANTS WERE AWARDED FROM THE FOLLOWING CHARITABLE FUNDS:

Dorothy D. Bay Endowment Fund**J.D. Browning Endowment Fund**Family Literacy Center Endowment FundHeartland Arts Alliance Endowment FundHomer McWilliams Oncology Fund**Independence Regional Health CenterCommunity Services Endowment FundMargaret Hurt Endowment Fund**Marcella Morgan Oncology Fund**Marjorie Pollard Hospice Endowment Fund**Metropolitan Community Colleges - Independence Development EndowmentSamuel W. Edmunds Charitable FundTHCF Health Endowment FundTHCF Unrestricted Endowment FundYouth Advisory Council Endowment Fund

** Legacy Society Endowments

12 Com

mun

ity Grants

Average Grant Awarded

Largest Grant Awarded

Grants Awarded

$4,156

Since 1994 our Community Foundation has invited nonprofit organizations serving Eastern Jackson County to submit requests for funding on behalf of donors who left estate gifts to benefit future needs of our communities. Grants are evaluated by Community Foundation Board members, Advisory Board members and Youth Advisory Council members. Grants are awarded to nonprofits that demonstrate the highest level of professional practice and show the greatest potential to meeting the needs of our communities.

Community Guardian//$500Vicki Digby Stewardship Capital, LTD.

Community Caretaker//$250Richard and Martha Cockerell Randall and Helen Ferguson Phil and Nancy Hanson Doug and Helen Hatridge Rick and Kathy Hughey John and Nancy Kimak Tracey and Bruce Mershon Art Phillips Steve and Leigh Anne Potter Bev Powell, CPA

Community Neighbor//$100Debra L. Bronston Paul and Judy Broome Ron and Caryl Bruch Susan D. Coffman Nathan T. Dudley Greg and Mindi Finke Gene Gamber Jim and Kitty Ham Doug and Beth Hammer Robert and Mary Hepting Bill and Geraldine Hill Mike and Joy Hobick

Many donor advisors and corporate sponsors underwrite the work of the Community Foundation. Those listed below have offered their annual support to help further our impact in Eastern Jackson County.

Their annual gifts allow the Community Foundation to operate our Community Grants Program, our Youth Advisory Council, and lead the community on important issues including the Community for All Ages Coalition.

A special thanks to our 2011 Friends!

Kathy Hofmann Mike and Peggy Howe John G. Pritchard CPA Ridsan and Margaret Kasper Jim and Kathy Koeneman Herbert Kohn Richard N. Kreher Michael Lintecum & Associates Dwain Lovitch John and Sherri Lozano Jim Lynch Mark and Cheryl Mozer John and Judy Ness Joyce Noble Steve and Marianne Noll Larry and Sharon Norris Terry and Robin Norwood John and Suzanna Ogden Jim and Debbie Pryde Sharleen and Clay Reeder Lyle Shaver Alyse J. Stoll Sue Frank Insurance Agency Norman and Darleen Swails Tom and Barbara Thomas Robert M. Thompson Kelvin Walls and Sarah Starnes Tom and Eileen Weir John Williams

Community Friend//$50Anytime Fitness Nancy Bass Don and Wanda Beaman Mark Bleckinger Sonci Bleckinger Gene and Joanne Cable David E. Elliott Eleanor R. Frasier Kathryn and Mike Harvel Larry and Marcia Hawk Darrel Hensley Bud and Betty Hertzog Millie Horn Jack E. Littrell Steve Mauer Rodney McBride Jon and Joanne Plaas Dorothy K. Purtle Katharine Jones Schrader Mark Simcosky Brian and Sharon Snyder Gerry Stephenson Allan and Karen Thompson Dawn Weaks Sherri Wood-Powe Dave Wright Dave and Shirley Wurth

2011 FRIENDS OF THE COMMUNITY FOUNDATION

ASSETSCASH Checking/Sweep Account $435,515 Petty Cash 1,000Total Cash 436,515

INVESTMENTS, AT FAIR MARKET VALUE Cash-Money Market Portfolio 4,823,560 American Funds Portfolio 1,222,179 Fixed Income Investment Portfolio 4,997,273 Equity Investment Portfolio 8,945,985 Charitable Remainder Trust Portfolio 4,043,741 Investments - Segregated 1,281,019 Total Investments 25,313,757

OTHER ASSETS Prepaid Expense 9,248 Accounts Receivable 4,819 Charitable Lead Trust - Beneficial Interest 281,761 Real Estate 185,000 Insurance Policies 1,199,931 Improvements, Furniture & Equipment 102,817 Total Other Assets 1,783,576 TOTAL ASSETS $27,533,848

LIABILITIES & FUND BALANCESLIABILITIES Accounts Payable 16,190 Extended Illness Liability 11,981 Total Liabilities 28,171

FUND BALANCES Unrestricted 2,728,089 Donor Advised 3,788,537 Charitable Gift Annuity 456,416 Designated 10,059,035 Field of Interest 6,116,517 Charitable Remainder Trusts 4,040,985 Life Estate Reserved 144,820 Administration 171,278 Total Fund Balance 27,505,677

TOTAL LIABILITIESAND FUND BALANCES $27,533,848

REVENUE & SUPPORT CONTRIBUTIONS Unrestricted Funds 102,396 Donor Advisory Funds 823,795 Gift Annuity 49,952 Designated Funds 1,195,810 Field of Interest Funds 720,344 Life Estate Reserved 145,000 Administration 214,464Total Contributions 3,251,761

OTHER REVENUE MONEY MARKET PORTFOLIO Checking/Sweep Account Interest Income 34 Money Market Pool Interest Income 89,226 Total Money Market Portfolio 89,260

FIXED INCOME SECURITIES PORTFOLIO Interest Income 238,053 Capital Gain/(Losses)-Realized (16,362) Capital Gain/(Losses)-Unrealized (59,982)Total Fixed Income Securities Portfolio 161,709

EQUITY SECURITIES PORTFOLIO Dividend Income 226,167 Capital Gain/(Losses)-Realized (312,752) Capital Gain/(Losses)-Unrealized (261,603) Total Equity Securities Portfolio (348,188)

CHARITABLE REMAINDER TRUST PORTFOLIO Interest and Dividend Income 103,721 Capital Gain/(Losses)-Realized (284,161) Capital Gain/(Losses)-Unrealized (1,023) Total CRT Portfolio (181,463)

SEGREGATED FUNDS PORTOLIOS Interest and Dividend Income 60,609 Capital Gain/(Losses)-Realized 1 Capital Gain/(Losses)-Unrealized 2,492 Total Segregated Funds Portfolio 63,102

OTHER INVESTMENT EARNINGS Capital Gain/(Loss) - Stock Gifts 1,115 Change in Life Insurance Values 192,659 Total Other Investment 193,774 Total Other Revenue (21,806)TOTAL REVENUE AND SUPPORT 3,229,955

GRANTS & EXPENSESGRANTS Unrestricted Funds 119,215 Donor Advisory Funds 673,281 Designated Funds 1,366,912 Field of Interest Funds 933,226 Total Grants 3,092,634 ADMINISTRATION EXPENSES Directly assignable fund expenses 397,428

Administrative expenses 633,283 Total Administration Expenses 1,030,711 TOTAL GRANTS AND EXPENSE 4,123,345 REVENUE LESS GRANTS AND EXPENSES (893,390) FUND BALANCE, beginning of period 28,399,067FUND BALANCE, end of period 27,505,677

FINANCIALS 15

14 Financials

TRUMAN HEARTLAND COMMUNITY FOUNDATION is committed to providing ready public access to important Foundation documents. All federal and state tax forms and filings as well as corporate documents, including audited financial statements, are available upon request in the Foundation office during normal working hours. Our 990 is also available to the public either upon request or online at www.guidestar.org (use our tax ID number 43-1482136 in the search bar).

Community Guardian//$500Vicki Digby Stewardship Capital, LTD.

Community Caretaker//$250Richard and Martha Cockerell Randall and Helen Ferguson Phil and Nancy Hanson Doug and Helen Hatridge Rick and Kathy Hughey John and Nancy Kimak Tracey and Bruce Mershon Art Phillips Steve and Leigh Anne Potter Bev Powell, CPA

Community Neighbor//$100Debra L. Bronston Paul and Judy Broome Ron and Caryl Bruch Susan D. Coffman Nathan T. Dudley Greg and Mindi Finke Gene Gamber Jim and Kitty Ham Doug and Beth Hammer Robert and Mary Hepting Bill and Geraldine Hill Mike and Joy Hobick

Many donor advisors and corporate sponsors underwrite the work of the Community Foundation. Those listed below have offered their annual support to help further our impact in Eastern Jackson County.

Their annual gifts allow the Community Foundation to operate our Community Grants Program, our Youth Advisory Council, and lead the community on important issues including the Community for All Ages Coalition.

A special thanks to our 2011 Friends!

Kathy Hofmann Mike and Peggy Howe John G. Pritchard CPA Ridsan and Margaret Kasper Jim and Kathy Koeneman Herbert Kohn Richard N. Kreher Michael Lintecum & Associates Dwain Lovitch John and Sherri Lozano Jim Lynch Mark and Cheryl Mozer John and Judy Ness Joyce Noble Steve and Marianne Noll Larry and Sharon Norris Terry and Robin Norwood John and Suzanna Ogden Jim and Debbie Pryde Sharleen and Clay Reeder Lyle Shaver Alyse J. Stoll Sue Frank Insurance Agency Norman and Darleen Swails Tom and Barbara Thomas Robert M. Thompson Kelvin Walls and Sarah Starnes Tom and Eileen Weir John Williams

Community Friend//$50Anytime Fitness Nancy Bass Don and Wanda Beaman Mark Bleckinger Sonci Bleckinger Gene and Joanne Cable David E. Elliott Eleanor R. Frasier Kathryn and Mike Harvel Larry and Marcia Hawk Darrel Hensley Bud and Betty Hertzog Millie Horn Jack E. Littrell Steve Mauer Rodney McBride Jon and Joanne Plaas Dorothy K. Purtle Katharine Jones Schrader Mark Simcosky Brian and Sharon Snyder Gerry Stephenson Allan and Karen Thompson Dawn Weaks Sherri Wood-Powe Dave Wright Dave and Shirley Wurth

2011 FRIENDS OF THE COMMUNITY FOUNDATION

ASSETSCASH Checking/Sweep Account $435,515 Petty Cash 1,000Total Cash 436,515

INVESTMENTS, AT FAIR MARKET VALUE Cash-Money Market Portfolio 4,823,560 American Funds Portfolio 1,222,179 Fixed Income Investment Portfolio 4,997,273 Equity Investment Portfolio 8,945,985 Charitable Remainder Trust Portfolio 4,043,741 Investments - Segregated 1,281,019 Total Investments 25,313,757

OTHER ASSETS Prepaid Expense 9,248 Accounts Receivable 4,819 Charitable Lead Trust - Beneficial Interest 281,761 Real Estate 185,000 Insurance Policies 1,199,931 Improvements, Furniture & Equipment 102,817 Total Other Assets 1,783,576 TOTAL ASSETS $27,533,848

LIABILITIES & FUND BALANCESLIABILITIES Accounts Payable 16,190 Extended Illness Liability 11,981 Total Liabilities 28,171

FUND BALANCES Unrestricted 2,728,089 Donor Advised 3,788,537 Charitable Gift Annuity 456,416 Designated 10,059,035 Field of Interest 6,116,517 Charitable Remainder Trusts 4,040,985 Life Estate Reserved 144,820 Administration 171,278 Total Fund Balance 27,505,677

TOTAL LIABILITIESAND FUND BALANCES $27,533,848

REVENUE & SUPPORT CONTRIBUTIONS Unrestricted Funds 102,396 Donor Advisory Funds 823,795 Gift Annuity 49,952 Designated Funds 1,195,810 Field of Interest Funds 720,344 Life Estate Reserved 145,000 Administration 214,464Total Contributions 3,251,761

OTHER REVENUE MONEY MARKET PORTFOLIO Checking/Sweep Account Interest Income 34 Money Market Pool Interest Income 89,226 Total Money Market Portfolio 89,260

FIXED INCOME SECURITIES PORTFOLIO Interest Income 238,053 Capital Gain/(Losses)-Realized (16,362) Capital Gain/(Losses)-Unrealized (59,982)Total Fixed Income Securities Portfolio 161,709

EQUITY SECURITIES PORTFOLIO Dividend Income 226,167 Capital Gain/(Losses)-Realized (312,752) Capital Gain/(Losses)-Unrealized (261,603) Total Equity Securities Portfolio (348,188)

CHARITABLE REMAINDER TRUST PORTFOLIO Interest and Dividend Income 103,721 Capital Gain/(Losses)-Realized (284,161) Capital Gain/(Losses)-Unrealized (1,023) Total CRT Portfolio (181,463)

SEGREGATED FUNDS PORTOLIOS Interest and Dividend Income 60,609 Capital Gain/(Losses)-Realized 1 Capital Gain/(Losses)-Unrealized 2,492 Total Segregated Funds Portfolio 63,102

OTHER INVESTMENT EARNINGS Capital Gain/(Loss) - Stock Gifts 1,115 Change in Life Insurance Values 192,659 Total Other Investment 193,774 Total Other Revenue (21,806)TOTAL REVENUE AND SUPPORT 3,229,955

GRANTS & EXPENSESGRANTS Unrestricted Funds 119,215 Donor Advisory Funds 673,281 Designated Funds 1,366,912 Field of Interest Funds 933,226 Total Grants 3,092,634 ADMINISTRATION EXPENSES Directly assignable fund expenses 397,428

Administrative expenses 633,283 Total Administration Expenses 1,030,711 TOTAL GRANTS AND EXPENSE 4,123,345 REVENUE LESS GRANTS AND EXPENSES (893,390) FUND BALANCE, beginning of period 28,399,067FUND BALANCE, end of period 27,505,677

FINANCIALS 15

14 Financials

TRUMAN HEARTLAND COMMUNITY FOUNDATION is committed to providing ready public access to important Foundation documents. All federal and state tax forms and filings as well as corporate documents, including audited financial statements, are available upon request in the Foundation office during normal working hours. Our 990 is also available to the public either upon request or online at www.guidestar.org (use our tax ID number 43-1482136 in the search bar).

F. MARK HISSONGOutstanding Citizen of the Year

Blue Springs

JERRY MACKEYOutstanding Citizen of the Year

Independence

DANNY AND DOTTIE HUGHESOutstanding Citizens of the Year

Oak Grove

GENE AND JOANNE CABLEHeartland Humanitarians of the Year

STEVE MOKOSAKOutstanding Citizen of the Year

Blue Springs

DR. JIM ELIASOutstanding Citizen of the Year

Lake Winnebago

BARBARA AND BEN CARMACKOutstanding Citizens of the Year

Raytown

ROTARY DISTRICT 6040 Heartland Service Award

DAVID SCOTT HEDGEROutstanding Citizen of the Year

Grain Valley

DR. EMMANUEL NGOMSIOutstanding Citizen of the Year

Lees Summit

ROBERT AND DEBBIE RAYOutstanding Citizens of the Year

Sugar Creek

RICK HENKSDr. Paul M. Thomson

Advisor of the Year Award

SPONSORS{$1,800}

Ron BruchCable-Dahmer ChevroletCARSTAR-Mike Hobick

Centerpoint Medical CenterChildrens Mercy Hospitals & Clinics

City of Blue SpringsCity of Grain Valley

City of IndependenceCity of Lees SummitCity of Oak GroveCity of RaytownCommerce Bank

Cornerstone FinancialCourtney Ridge Landfill/Republic Services

J.E. Dunn ConstructionDunn & Davison of Kansas City, LLC

Edward Jones InvestmentsElias, Opdahl & Bowen, DDS PC

The ExaminerRandall & Helen Ferguson

Chuck & Colleen Foudree/John & Nancy KimakDr. Fred Hahn Rotary 6040

Haldex Brake ProductsHallmark Cards

HartsookHenks Financial Group

Independence Events CenterJackson County

JobOneKurlbaum & Rinne LLCLees Summit Journal

MCC - Blue River Community CollegeJerry & Joan Mackey

MeravicMeyer Music Company

Mid-Continent Public LibraryThomas McGee, LC Park University

Prairie Capital ManagementJan Reding

Rotary Club of Blue SpringsRotary Club of Eastern Independence

Rotary Club of IndependenceRotary Club of RaytownSt. Marys Medical Center

Stewart, Cook, Constance, Minton & Wight, LLCTHCF - Lees Summit Advisory Board

Truman Medical Center LakewoodWells Fargo AdvisorsDavid & Shirley Wurth

FRIENDS{$500}

A2MG, Inc.Alsation Land Company LLC

Candid MarketingCochran, Oswald & Roam, LLC

Roberta CokerColliers International Country Club Bank Judy Forrester

Francis Family FoundationH&H Color LabJoyce C. HermanDavid & Lydia Jeter

Kansas City Power & LightKing Hershey Law Office

Steven C. Krueger Legal Services, LLCElmer & Ann Kuhn

Lead BankDave & Connie Mayta

Metcalf BankMelanie MoentmannRoger & Kay Novak

Paradise ParkHoward & Karen Penrod

Polsinelli Shughart RED Development

Speaks Family Legacy ChapelStratford Development Company

Dr. Paul & Marilyn ThomsonLu & Carole Vaughan

Betsy F. WenzelBrenda West

IN-KIND SUPPORTERS

Heartland Citizen Reception HostsKenneth B. McClain & Cindy McClain

Catering & Facility ArrangementsManagement & Staff at the Independence Events Center

Dinner WineMajor Brands and Happy Hour Liquor

Equipment RentalStan Crumbaugh of Party Patch &

Independence Rent-All

Equipment Moving ServicesTom McDermott of McDermott Moving

Company

Invitation DesignAdam Forrester of Grape Design

Patio Furniture DecorCenterpoint Medical Center

Professional Photography for HonoreesSteve Mullally of Rolland Studios

Program & Event CoordinationMichael Lintecum & Associates

Table CenterpiecesVicki Digby of MeraVic

Volunteer Assistance Singles Available for Community Service

(SACS)

GALACOMMITTEE MEMBERS

Joy Hobick & Judy ForresterEvent Co-Chairs

Irene BaltrusaitisCarol Sue BassRon Bruch

Roberta CokerBrad Cox

Sharon DankenbringVicki Digby

Helen FergusonRon Finke

Colleen FoudreeHelen FrenchPhil HansonJudith JamesLydia JeterAllen LefkoLiz McClure

Melanie MoentmannKaren PenrodTom ThomasBetsy WenzelShirley Wurth

PATRONSBENEFACTORS ($5000)Bank of Grain Valley

DSISilverstein Eye CentersStewardship Capital

PATRONS ($3000)Blue Ridge Bank & Trust Co.

Gene & Joanne CableBryan Cave

Community of ChristHumphrey, Farrington, McClain

Gala Celebration 1716 Gala Ce

lebration

F. MARK HISSONGOutstanding Citizen of the Year

Blue Springs

JERRY MACKEYOutstanding Citizen of the Year

Independence

DANNY AND DOTTIE HUGHESOutstanding Citizens of the Year

Oak Grove

GENE AND JOANNE CABLEHeartland Humanitarians of the Year

STEVE MOKOSAKOutstanding Citizen of the Year

Blue Springs

DR. JIM ELIASOutstanding Citizen of the Year

Lake Winnebago

BARBARA AND BEN CARMACKOutstanding Citizens of the Year

Raytown

ROTARY DISTRICT 6040 Heartland Service Award

DAVID SCOTT HEDGEROutstanding Citizen of the Year

Grain Valley

DR. EMMANUEL NGOMSIOutstanding Citizen of the Year

Lees Summit

ROBERT AND DEBBIE RAYOutstanding Citizens of the Year

Sugar Creek

RICK HENKSDr. Paul M. Thomson

Advisor of the Year Award

SPONSORS{$1,800}

Ron BruchCable-Dahmer ChevroletCARSTAR-Mike Hobick

Centerpoint Medical CenterChildrens Mercy Hospitals & Clinics

City of Blue SpringsCity of Grain Valley

City of IndependenceCity of Lees SummitCity of Oak GroveCity of RaytownCommerce Bank

Cornerstone FinancialCourtney Ridge Landfill/Republic Services

J.E. Dunn ConstructionDunn & Davison of Kansas City, LLC

Edward Jones InvestmentsElias, Opdahl & Bowen, DDS PC

The ExaminerRandall & Helen Ferguson

Chuck & Colleen Foudree/John & Nancy KimakDr. Fred Hahn Rotary 6040

Haldex Brake ProductsHallmark Cards

HartsookHenks Financial Group

Independence Events CenterJackson County

JobOneKurlbaum & Rinne LLCLees Summit Journal

MCC - Blue River Community CollegeJerry & Joan Mackey

MeravicMeyer Music Company

Mid-Continent Public LibraryThomas McGee, LC Park University

Prairie Capital ManagementJan Reding

Rotary Club of Blue SpringsRotary Club of Eastern Independence

Rotary Club of IndependenceRotary Club of RaytownSt. Marys Medical Center

Stewart, Cook, Constance, Minton & Wight, LLCTHCF - Lees Summit Advisory Board

Truman Medical Center LakewoodWells Fargo AdvisorsDavid & Shirley Wurth

FRIENDS{$500}

A2MG, Inc.Alsation Land Company LLC

Candid MarketingCochran, Oswald & Roam, LLC

Roberta CokerColliers International Country Club Bank Judy Forrester

Francis Family FoundationH&H Color LabJoyce C. HermanDavid & Lydia Jeter

Kansas City Power & LightKing Hershey Law Office

Steven C. Krueger Legal Services, LLCElmer & Ann Kuhn

Lead BankDave & Connie Mayta

Metcalf BankMelanie MoentmannRoger & Kay Novak

Paradise ParkHoward & Karen Penrod

Polsinelli Shughart RED Development

Speaks Family Legacy ChapelStratford Development Company

Dr. Paul & Marilyn ThomsonLu & Carole Vaughan

Betsy F. WenzelBrenda West

IN-KIND SUPPORTERS

Heartland Citizen Reception HostsKenneth B. McClain & Cindy McClain

Catering & Facility ArrangementsManagement & Staff at the Independence Events Center

Dinner WineMajor Brands and Happy Hour Liquor

Equipment RentalStan Crumbaugh of Party Patch &

Independence Rent-All

Equipment Moving ServicesTom McDermott of McDermott Moving

Company

Invitation DesignAdam Forrester of Grape Design

Patio Furniture DecorCenterpoint Medical Center

Professional Photography for HonoreesSteve Mullally of Rolland Studios

Program & Event CoordinationMichael Lintecum & Associates

Table CenterpiecesVicki Digby of MeraVic

Volunteer Assistance Singles Available for Community Service

(SACS)

GALACOMMITTEE MEMBERS

Joy Hobick & Judy ForresterEvent Co-Chairs

Irene BaltrusaitisCarol Sue BassRon Bruch

Roberta CokerBrad Cox

Sharon DankenbringVicki Digby

Helen FergusonRon Finke

Colleen FoudreeHelen FrenchPhil HansonJudith JamesLydia JeterAllen LefkoLiz McClure

Melanie MoentmannKaren PenrodTom ThomasBetsy WenzelShirley Wurth

PATRONSBENEFACTORS ($5000)Bank of Grain Valley

DSISilverstein Eye CentersStewardship Capital

PATRONS ($3000)Blue Ridge Bank & Trust Co.

Gene & Joanne CableBryan Cave

Community of ChristHumphrey, Farrington, McClain

Gala Celebration 1716 Gala Ce

lebration

Fund William & Wilma Henks Family Foundation Fund Higgins Family Fund Mike & Joy Hobick/CARSTAR Foundation Myrtle Hoffman & CS Monnier Memorial Fund Tom and Carol Holzbaur Family Foundation Fund Horn Law Firm Foundation Fund Hurt Family Fund Independence Young Matrons Endowment Fund Jelley Family Foundation Fund Dr. Edward and Connie John Life Insurance Fund Dr. Edward and Connie John Donor Advised Fund K & M Karcher-Lumsden Life Insurance Fund Jerry & Sharon Kasten Family Foundation Fund John W. and Nancy C. Kimak Donor Advised Fund Margaret Kimak Donor Advised Fund King Family Fund L.D. Koirtyohann Family Fund Krump Family Donor Advised Fund Janet D. Lacey-Hodges Charitable Fund Janet D. Lacey-Hodges Charitable Life Insurance Fund Laffoon Family Donor Advised Fund Lamb Family Fund Lefko Family Foundation Fund Montie U. Tripp Insurance Fund Magady Family Education Fund Michael Martin Family Fund Richard & Esther McCall Donor Advised Fund McCandless/Taylor Fund McClure Family Fund Zita I. McGraw Charitable Fund Frank and Marie Mickelson Fund Mitchell Foundation Mitzvah Fund Mr. Goodcents Charitable Fund John & Judith Ness Fund John Olivarez Family Fund John William Parmerlee Fund Russell and Mabel Pepper Family Foundation Fund Peterson Salvation Army Fund Pogson Family Foundation Fund Dr. Donald and Barbara Potts Fund Pryde Family Foundation Fund Quibell Family Foundation Acorn Fund Joan and Max Raveill Charitable Fund William H. & Marcile K. Reich Family Fund Gary and Glenda Riekhof Family Foundation Gary and Glenda Riekhof Insurance Fund Rotary Club of Independence - William D. Palmer Endowment Fund Rotary Club of Independence Community Grants Fund Ed & Sue Russell Family Foundation Fund Richard E. Sanderson Scouts in Need Fund Schneider/Mehrhoff Memorial Fund Schondelmeyer-Williams Fund Barbara A. Schuster Fund Stevens Family Ministry Fund Jim and Mary Stilley Family Charitable Trust Dennis and Jane Taylor Fund Mitchell & Betsy Taylor Family Fund Tim and Yvette Taylor Fund Thompson Family Charitable Foundation Paul and Marilyn Thomson Family Fund Garland & Pauline Tripp Foundation Gary and Nita Tripp Family Foundation Fund Montie and Marjorie Tripp Family Foundation Fund Unilever Charitable Fund Daniel E. and Alice D. Waite Family Foundation Fund Wendy Fitzgerel-Blue Foundation Fund Frank P. and Bernelle White Memorial Donor-Advised Fund Widick and Appleberry Family Fund Dave & Shirley Wurth Family Foundation

Karen and Ron Finke and Shelly HallFinke Family Foundation Fund

Cliff and Diane JonesCliff and Diane Jones Foundation

Donna and Kenney Ashley and 2011 Scholarship RecipientCpl. Benjamin Ashley Memorial Scholarship Fund

Rick and Linda HenksRick and Linda Henks Donor Advised Fund

DONOR-ADVISED FUNDSHaving a donor-advised fund is like having your own personal foundationonly better. Its easy to establish, you can involve your family, support all your favorite charities, and learn about new ways to support your community. Many corporations also use the donor-advised fund to streamline their corporate giving programs.

Anderson Family Foundation Fund C. Glenn & Ada M. Betts Family Fund Big Piney Bethel Church Fund Joe and Janice Blackburn Family Charitable Fund Larry and Susan Blick Family Fund Galen and Jeanne Boyer Fund Brighter Tomorrows Fund C. Robert Buckley Family Fund Butler Family Foundation Fund Gene and Joanne Cable Donor-Advised Fund Tom Cairns Donor-Advised Fund Cargo For Kids Beverly A. Cathcard Charitable Endowment Cavanah Family Fund Centerpoint Medical Staff Community Grants Fund James W. and Stephanie D. Chipman Fund Clifford and Diane Jones Foundation Roberta Coker Charitable Fund Byron Constance Fund Larry and Wanda Cook Family Foundation Fund Brad and Sandy Cox Family Foundation Fund Cunningham Fund Catherine J. A. Curtis Family Fund D and S VP Charitable Fund Gayle Frances Davidson Memorial Fund Richard Digby Memorial Fund Tony DiPardo Foundation of Music Sam and Vera Doutt Charitable Fund Marvin and Dixie Droege Charitable Fund Raymond C. and Judy Ebert Donor Advised Fund Samuel W. Edmunds Charitable Fund Elias Family Charitable Fund Bill and Jill Esry Family Foundation Fund Farrington Family Fund The Foudree Family Donor-Advised Fund Robert R. Franke Donor Advised Fund Helen L. French Family Fund Steven W. and Debra R. Gildehaus Charitable Foundation Fund Fred and Marge Hahn Family Fund Harold and Mary Ellen Hall Donor Advised Fund Harold and Mary Ellen Hall Insurance Fund Hammer Family Fund Ed and Sharon Hammond Family Charitable Fund The Robert E. & Debra A. Harmon Fund Douglas G. and Helen Ann Hatridge Family Foundation Fund Gene and Mary Haug Family Foundation Dr. Herman Hausheer Family Fund Heggestad Family Fund Henks Financial Group Charitable Fund Rick & Linda Henks Donor Advised Fund Rick & Linda Henks Life Insurance

2011 CHARITABLE FUNDSTruman Heartland Community Foundations mission is to improve area communities by promoting private giving for public good. We do this by growing charitable giving in Eastern Jackson County, connecting donors to causes important to them, and leading our region in addressing important community needs. The funds listed on the pages that follow were created to help many in our community accomplish their charitable goals.

Since 1982, our family of donors (an estimated 1,000 individuals) has granted more than $35.5 million to our Eastern Jackson County community and beyond. Donors have also given more than $66 million in charitable donations to the Community Foundation. Today you too can begin using the Community Foundation as an effective blueprint for your personal philanthropy.

Betsy Wenzel and 2011 Scholarship RecipientMedical Alliance-Metropolitan Medical Society

Chris and Alan FloryRediscover

Jane Taylor and Byron ConstanceDennis and Jane Taylor Fund, and Byron Constance Fund

18 Cha

ritab

le Fun

ds

Charitable Funds 19

Fund William & Wilma Henks Family Foundation Fund Higgins Family Fund Mike & Joy Hobick/CARSTAR Foundation Myrtle Hoffman & CS Monnier Memorial Fund Tom and Carol Holzbaur Family Foundation Fund Horn Law Firm Foundation Fund Hurt Family Fund Independence Young Matrons Endowment Fund Jelley Family Foundation Fund Dr. Edward and Connie John Life Insurance Fund Dr. Edward and Connie John Donor Advised Fund K & M Karcher-Lumsden Life Insurance Fund Jerry & Sharon Kasten Family Foundation Fund John W. and Nancy C. Kimak Donor Advised Fund Margaret Kimak Donor Advised Fund King Family Fund L.D. Koirtyohann Family Fund Krump Family Donor Advised Fund Janet D. Lacey-Hodges Charitable Fund Janet D. Lacey-Hodges Charitable Life Insurance Fund Laffoon Family Donor Advised Fund Lamb Family Fund Lefko Family Foundation Fund Montie U. Tripp Insurance Fund Magady Family Education Fund Michael Martin Family Fund Richard & Esther McCall Donor Advised Fund McCandless/Taylor Fund McClure Family Fund Zita I. McGraw Charitable Fund Frank and Marie Mickelson Fund Mitchell Foundation Mitzvah Fund Mr. Goodcents Charitable Fund John & Judith Ness Fund John Olivarez Family Fund John William Parmerlee Fund Russell and Mabel Pepper Family Foundation Fund Peterson Salvation Army Fund Pogson Family Foundation Fund Dr. Donald and Barbara Potts Fund Pryde Family Foundation Fund Quibell Family Foundation Acorn Fund Joan and Max Raveill Charitable Fund William H. & Marcile K. Reich Family Fund Gary and Glenda Riekhof Family Foundation Gary and Glenda Riekhof Insurance Fund Rotary Club of Independence - William D. Palmer Endowment Fund Rotary Club of Independence Community Grants Fund Ed & Sue Russell Family Foundation Fund Richard E. Sanderson Scouts in Need Fund Schneider/Mehrhoff Memorial Fund Schondelmeyer-Williams Fund Barbara A. Schuster Fund Stevens Family Ministry Fund Jim and Mary Stilley Family Charitable Trust Dennis and Jane Taylor Fund Mitchell & Betsy Taylor Family Fund Tim and Yvette Taylor Fund Thompson Family Charitable Foundation Paul and Marilyn Thomson Family Fund Garland & Pauline Tripp Foundation Gary and Nita Tripp Family Foundation Fund Montie and Marjorie Tripp Family Foundation Fund Unilever Charitable Fund Daniel E. and Alice D. Waite Family Foundation Fund Wendy Fitzgerel-Blue Foundation Fund Frank P. and Bernelle White Memorial Donor-Advised Fund Widick and Appleberry Family Fund Dave & Shirley Wurth Family Foundation

Karen and Ron Finke and Shelly HallFinke Family Foundation Fund

Cliff and Diane JonesCliff and Diane Jones Foundation

Donna and Kenney Ashley and 2011 Scholarship RecipientCpl. Benjamin Ashley Memorial Scholarship Fund

Rick and Linda HenksRick and Linda Henks Donor Advised Fund

DONOR-ADVISED FUNDSHaving a donor-advised fund is like having your own personal foundationonly better. Its easy to establish, you can involve your family, support all your favorite charities, and learn about new ways to support your community. Many corporations also use the donor-advised fund to streamline their corporate giving programs.

Anderson Family Foundation Fund C. Glenn & Ada M. Betts Family Fund Big Piney Bethel Church Fund Joe and Janice Blackburn Family Charitable Fund Larry and Susan Blick Family Fund Galen and Jeanne Boyer Fund Brighter Tomorrows Fund C. Robert Buckley Family Fund Butler Family Foundation Fund Gene and Joanne Cable Donor-Advised Fund Tom Cairns Donor-Advised Fund Cargo For Kids Beverly A. Cathcard Charitable Endowment Cavanah Family Fund Centerpoint Medical Staff Community Grants Fund James W. and Stephanie D. Chipman Fund Clifford and Diane Jones Foundation Roberta Coker Charitable Fund Byron Constance Fund Larry and Wanda Cook Family Foundation Fund Brad and Sandy Cox Family Foundation Fund Cunningham Fund Catherine J. A. Curtis Family Fund D and S VP Charitable Fund Gayle Frances Davidson Memorial Fund Richard Digby Memorial Fund Tony DiPardo Foundation of Music Sam and Vera Doutt Charitable Fund Marvin and Dixie Droege Charitable Fund Raymond C. and Judy Ebert Donor Advised Fund Samuel W. Edmunds Charitable Fund Elias Family Charitable Fund Bill and Jill Esry Family Foundation Fund Farrington Family Fund The Foudree Family Donor-Advised Fund Robert R. Franke Donor Advised Fund Helen L. French Family Fund Steven W. and Debra R. Gildehaus Charitable Foundation Fund Fred and Marge Hahn Family Fund Harold and Mary Ellen Hall Donor Advised Fund Harold and Mary Ellen Hall Insurance Fund Hammer Family Fund Ed and Sharon Hammond Family Charitable Fund The Robert E. & Debra A. Harmon Fund Douglas G. and Helen Ann Hatridge Family Foundation Fund Gene and Mary Haug Family Foundation Dr. Herman Hausheer Family Fund Heggestad Family Fund Henks Financial Group Charitable Fund Rick & Linda Henks Donor Advised Fund Rick & Linda Henks Life Insurance

2011 CHARITABLE FUNDSTruman Heartland Community Foundations mission is to improve area communities by promoting private giving for public good. We do this by growing charitable giving in Eastern Jackson County, connecting donors to causes important to them, and leading our region in addressing important community needs. The funds listed on the pages that follow were created to help many in our community accomplish their charitable goals.

Since 1982, our family of donors (an estimated 1,000 individuals) has granted more than $35.5 million to our Eastern Jackson County community and beyond. Donors have also given more than $66 million in charitable donations to the Community Foundation. Today you too can begin using the Community Foundation as an effective blueprint for your personal philanthropy.

Betsy Wenzel and 2011 Scholarship RecipientMedical Alliance-Metropolitan Medical Society

Chris and Alan FloryRediscover

Jane Taylor and Byron ConstanceDennis and Jane Taylor Fund, and Byron Constance Fund

18 Cha

ritab

le Fun

ds

Charitable Funds 19

DESIGNATED FUNDSMany of our friends have one or two favorite charities. With a Designated Fund you can support one or more specific charities with your charitable dollars. Its a great, not-to-mention easy, way to do charitable giving.

350 Highway Corridor Plan Aaron's House Acorn Fund Amerine Memorial Endowment Fund Arabia Museum Foundation Fund Association of Fundraising Professionals Mid-America Chapter Operating Fund Association of Fundraising Professionals Mid-America Chapter Board Restricted Fund Bates County Historical Society Acorn Endowment Fund Bingham-Waggoner Historical Society Fund Blue Springs Historical Society, Inc. Fund Blue Springs School of Economics Money Market Fund Blue Springs School of Economics Fund Boys and Girls Clubs Fund Bridge Builders Senior and Disability Services Fund Donna G. Bullock Family Fund Cancer Action Fund Cass County Genealogical Society Endowment Fund Cass County Historical Society Non-Endowed Fund Cass County Parks Department Acorn Fund Center Place Educational Foundation General Fund Centerpoint Medical Staff Scholarship Fund Child Abuse Prevention Association General Endowment Fund Citizens for the Archives Fund City of Independence - Streetscape Program Endowment City of Independence - Japan Disaster Relief Fund City of Independence - Waggoner Memorial Endowment Fund City of Independence - Friends of Truman Depot Endowment City of Independence Pioneer Woman Statue Endowment Community Association for the Arts Fund Community Association for the Arts Money Market Fund Community Mediation Center, Inc. Fund Community Mediation Center Short Term Investment Fund Community of the Good Shepherd Operating Reserve Fund The Community of the Good Shepherd Fund Community Services League Non-Endowment Fund Community Services League - Capital Campaign Fund Community Services League - I-Share Fund Community Services League Endowment Fund Community Services League - Michelle A. Schumacher Memorial Fund Community Services League - Independence Community Christmas Concert Fund Community Services League-Emergency Assistance Fund Comprehensive Mental Health Services Foundation, Inc. Fund Comprehensive Mental Health Client Services Fund Millicent Daugherty MAI Fund (formerly George Caleb Bingham Academy of the Arts) Developing Potential Endowment Fund First Baptist Church of Independence Endowment Fund Orena D. Dorsch Religious Ministries Endowment Fund Dragon Booster Club Fund Drumm Farm Educational Enrichment Endowed Fund Drumm Farm Foundation Fund Swinney Capital Campaign Fund Eastern Jackson County Youth Court Fund Ennovation Center Acorn Fund Family Conservancy Fund First Baptist Church of Independence - Myrtle Mingle Music Fund First Baptist Church of Independence Non-Endowed Fund First Presbyterian Church of Lee's Summit Ebenezer Fund First Presbyterian Church of Lee's Summit Information Technology Fund First Presbyterian Church of Lee's Summit Reserve Fund First Presbyterian Church Lee's Summit Endowment Fund Friends of Parks & Recreation - Truman Memorial

Ed and Helen NewlinEdward L. and Helen L. Newlin Scholarship Fund

Elizabeth Weekly-SuttonGKC Friends of Family Consumer Science Scholarship

Eric and Kathy Hughey2011 Friends of the Community Foundation

Fund William & Wilma Henks Family Foundation Fund Higgins Family Fund Mike & Joy Hobick/CARSTAR Foundation Myrtle Hoffman & CS Monnier Memorial Fund Tom and Carol Holzbaur Family Foundation Fund Horn Law Firm Foundation Fund Hurt Family Fund Independence Young Matrons Endowment Fund Jelley Family Foundation Fund Dr. Edward and Connie John Life Insurance Fund Dr. Edward and Connie John Donor Advised Fund K & M Karcher-Lumsden Life Insurance Fund Jerry & Sharon Kasten Family Foundation Fund John W. and Nancy C. Kimak Donor Advised Fund Margaret Kimak Donor Advised Fund King Family Fund L.D. Koirtyohann Family Fund Krump Family Donor Advised Fund Janet D. Lacey-Hodges Charitable Fund Janet D. Lacey-Hodges Charitable Life Insurance Fund Laffoon Family Donor Advised Fund Lamb Family Fund Lefko Family Foundation Fund Montie U. Tripp Insurance Fund Magady Family Education Fund Michael Martin Family Fund Richard & Esther McCall Donor Advised Fund McCandless/Taylor Fund McClure Family Fund Zita I. McGraw Charitable Fund Frank and Marie Mickelson Fund Mitchell Foundation Mitzvah Fund Mr. Goodcents Charitable Fund John & Judith Ness Fund John Olivarez Family Fund John William Parmerlee Fund Russell and Mabel Pepper Family Foundation Fund Peterson Salvation Army Fund Pogson Family Foundation Fund Dr. Donald and Barbara Potts Fund Pryde Family Foundation Fund Quibell Family Foundation Acorn Fund Joan and Max Raveill Charitable Fund William H. & Marcile K. Reich Family Fund Gary and Glenda Riekhof Family Foundation Gary and Glenda Riekhof Insurance Fund Rotary Club of Independence - William D. Palmer Endowment Fund Rotary Club of Independence Community Grants Fund Ed & Sue Russell Family Foundation Fund Richard E. Sanderson Scouts in Need Fund Schneider/Mehrhoff Memorial Fund Schondelmeyer-Williams Fund Barbara A. Schuster Fund Stevens Family Ministry Fund Jim and Mary Stilley Family Charitable Trust Dennis and Jane Taylor Fund Mitchell & Betsy Taylor Family Fund Tim and Yvette Taylor Fund Thompson Family Charitable Foundation Paul and Marilyn Thomson Family Fund Garland & Pauline Tripp Foundation Gary and Nita Tripp Family Foundation Fund Montie and Marjorie Tripp Family Foundation Fund Unilever Charitable Fund Daniel E. and Alice D. Waite Family Foundation Fund Wendy Fitzgerel-Blue Foundation Fund Frank P. and Bernelle White Memorial Donor-Advised Fund Widick and Appleberry Family Fund Dave & Shirley Wurth Family Foundation

Dr. Emmanuel and Justine Gnomsi2011 Citizen of the Year from Lee's Summit

Dr. Fred and Marge HahnFred and Marge Hahn Family Fund

2011 Heartland Citizen ReceptionHome of Ken and Cindy McClain

Jerry and Joan Mackey2011 Citizen of the Year from Independence

Community Center Endowment Friends of Parks & Recreation - Sermon Community Center Fund Friends of Parks & Recreation - Truman Memorial Community Center Friends of Parks & Recreation - Memorial Tree Program Friends of Parks & Recreation - George Owens Nature Park Endowment Friends of Parks & Recreation - Sermon Center Endowment Friends of Parks & Recreation - Parks & Recreation Non-Specific Friends of Parks & Recreation - George Owens Nature Park Friends of Parks & Recreation - Palmer Senior Center Endowment Friends of Sugar Creek Endowment Fund Sugar Creek - Friends of the Parks Fund Genealogy Library Capital Campaign Fund Gift of Life Quasi Endowed Fund Gift of Life Non-Endowed Fund Graceland University Fund Grain Valley School District Classroom Technology Fund Grain Valley School District Library Resources Fund Grain Valley School District Foundation A Plus Fund Grain Valley School District Athletics Fund Grain Valley School District Foundation General Fund Grain Valley School District Instrumental Music Fund Grain Valley School District Outdoor Classroom Fund Grain Valley School District Robotics Program Fund Harry S. Truman Library Institute Fund HealthEd Connect Fund Heart of America Chorus Endowment Fund-Acorn Heart of America Chorus of the KC Chapter of SPEBSQSA, Inc. Fund Heart of America Council, BSA/Blue Elk Endowment Fund Adolf Heine Memorial Fund Helping Hands Therapeutic Riding Center Board Reserve Fund Heritage Philharmonic Endowment Fund Hillcrest Ministries Endowment Fund Hillcrest Ministries Fund Hope House, Inc. Non-Endowed Operating Reserve Fund Hope House, Inc. Endowment Fund Hope House, Inc. - M. E. Hurt Endowment Fund Hope House, Inc. Anonymous Endowment Fund Mary Elizabeth Hope Fund Hurt Memorial Endowment Fund IBS Industries, Inc. Investment Fund IBS Industries, Inc. Operating Fund Independence Youth Court Fund Interactive African Missions Fund Jackson County 4-H Money Market # 2 Fund Jackson County 4-H Fixed Income Fund Jackson County 4-H Equities Fund Jackson County 4-H Foundation Fund Jackson County Free Health Clinic Endowment Fund Jackson County Historical Society Operating Non-Endowment Jackson County Historical Society Bess Hatten Raymond Fund Roger T. Sermon - Jackson County Historical Society Fund Jackson County Historical Society Endowment Fund Jackson County Historical Society Archives Fund Melvin E. Jones Memorial Endowment Fund Junior Service League - Truman-Wallace Project Fund Junior Service League Frances Hink Endowment Fund Junior Service League Marjorie N. Martin Endowment Fund Junior Service League Memorial Fund Junior Service League Community Trust Savings Fund Junior Service League Administrative Savings Fund Kansas City Chorale Fund Kansas City Fire Museum Fund Kansas City Hospice Fund Kansas City Hospice - Endowment Sub-Fund Kansas City Metro Parks & Recreation Directors Association Fund Virginia Koso Memorial Fund Lee's Summit CARES Endowment Fund Lee's Summit Optimist Foundation Fund Lee's Summit Parks & Recreation Fund Lee's Summit Social Services Special Project Fund Lee's Summit Social Services Fund Lee's Summit Symphony Orchestra F Lee's Summit Underwater Rescue & Recovery Fund Tom Logan Memorial Soccer Field Fund Dr. Curtis and Mrs. Ann

Cliff and Mary Beth SegerSeger Family Nursing Scholarship Fund

20 Cha

ritab

le Fun

ds

Charitable Funds 21

DESIGNATED FUNDSMany of our friends have one or two favorite charities. With a Designated Fund you can support one or more specific charities with your charitable dollars. Its a great, not-to-mention easy, way to do charitable giving.

350 Highway Corridor Plan Aaron's House Acorn Fund Amerine Memorial Endowment Fund Arabia Museum Foundation Fund Association of Fundraising Professionals Mid-America Chapter Operating Fund Association of Fundraising Professionals Mid-America Chapter Board Restricted Fund Bates County Historical Society Acorn Endowment Fund Bingham-Waggoner Historical Society Fund Blue Springs Historical Society, Inc. Fund Blue Springs School of Economics Money Market Fund Blue Springs School of Economics Fund Boys and Girls Clubs Fund Bridge Builders Senior and Disability Services Fund Donna G. Bullock Family Fund Cancer Action Fund Cass County Genealogical Society Endowment Fund Cass County Historical Society Non-Endowed Fund Cass County Parks Department Acorn Fund Center Place Educational Foundation General Fund Centerpoint Medical Staff Scholarship Fund Child Abuse Prevention Association General Endowment Fund Citizens for the Archives Fund City of Independence - Streetscape Program Endowment City of Independence - Japan Disaster Relief Fund City of Independence - Waggoner Memorial Endowment Fund City of Independence - Friends of Truman Depot Endowment City of Independence Pioneer Woman Statue Endowment Community Association for the Arts Fund Community Association for the Arts Money Market Fund Community Mediation Center, Inc. Fund Community Mediation Center Short Term Investment Fund Community of the Good Shepherd Operating Reserve Fund The Community of the Good Shepherd Fund Community Services League Non-Endowment Fund Community Services League - Capital Campaign Fund Community Services League - I-Share Fund Community Services League Endowment Fund Community Services League - Michelle A. Schumacher Memorial Fund Community Services League - Independence Community Christmas Concert Fund Community Services League-Emergency Assistance Fund Comprehensive Mental Health Services Foundation, Inc. Fund Comprehensive Mental Health Client Services Fund Millicent Daugherty MAI Fund (formerly George Caleb Bingham Academy of the Arts) Developing Potential Endowment Fund First Baptist Church of Independence Endowment Fund Orena D. Dorsch Religious Ministries Endowment Fund Dragon Booster Club Fund Drumm Farm Educational Enrichment Endowed Fund Drumm Farm Foundation Fund Swinney Capital Campaign Fund Eastern Jackson County Youth Court Fund Ennovation Center Acorn Fund Family Conservancy Fund First Baptist Church of Independence - Myrtle Mingle Music Fund First Baptist Church of Independence Non-Endowed Fund First Presbyterian Church of Lee's Summit Ebenezer Fund First Presbyterian Church of Lee's Summit Information Technology Fund First Presbyterian Church of Lee's Summit Reserve Fund First Presbyterian Church Lee's Summit Endowment Fund Friends of Parks & Recreation - Truman Memorial

Ed and Helen NewlinEdward L. and Helen L. Newlin Scholarship Fund

Elizabeth Weekly-SuttonGKC Friends of Family Consumer Science Scholarship

Eric and Kathy Hughey2011 Friends of the Community Foundation

Fund William & Wilma Henks Family Foundation Fund Higgins Family Fund Mike & Joy Hobick/CARSTAR Foundation Myrtle Hoffman & CS Monnier Memorial Fund Tom and Carol Holzbaur Family Foundation Fund Horn Law Firm Foundation Fund Hurt Family Fund Independence Young Matrons Endowment Fund Jelley Family Foundation Fund Dr. Edward and Connie John Life Insurance Fund Dr. Edward and Connie John Donor Advised Fund K & M Karcher-Lumsden Life Insurance Fund Jerry & Sharon Kasten Family Foundation Fund John W. and Nancy C. Kimak Donor Advised Fund Margaret Kimak Donor Advised Fund King Family Fund L.D. Koirtyohann Family Fund Krump Family Donor Advised Fund Janet D. Lacey-Hodges Charitable Fund Janet D. Lacey-Hodges Charitable Life Insurance Fund Laffoon Family Donor Advised Fund Lamb Family Fund Lefko Family Foundation Fund Montie U. Tripp Insurance Fund Magady Family Education Fund Michael Martin Family Fund Richard & Esther McCall Donor Advised Fund McCandless/Taylor Fund McClure Family Fund Zita I. McGraw Charitable Fund Frank and Marie Mickelson Fund Mitchell Foundation Mitzvah Fund Mr. Goodcents Charitable Fund John & Judith Ness Fund John Olivarez Family Fund John William Parmerlee Fund Russell and Mabel Pepper Family Foundation Fund Peterson Salvation Army Fund Pogson Family Foundation Fund Dr. Donald and Barbara Potts Fund Pryde Family Foundation Fund Quibell Family Foundation Acorn Fund Joan and Max Raveill Charitable Fund William H. & Marcile K. Reich Family Fund Gary and Glenda Riekhof Family Foundation Gary and Glenda Riekhof Insurance Fund Rotary Club of Independence - William D. Palmer Endowment Fund Rotary Club of Independence Community Grants Fund Ed & Sue Russell Family Foundation Fund Richard E. Sanderson Scouts in Need Fund Schneider/Mehrhoff Memorial Fund Schondelmeyer-Williams Fund Barbara A. Schuster Fund Stevens Family Ministry Fund Jim and Mary Stilley Family Charitable Trust Dennis and Jane Taylor Fund Mitchell & Betsy Taylor Family Fund Tim and Yvette Taylor Fund Thompson Family Charitable Foundation Paul and Marilyn Thomson Family Fund Garland & Pauline Tripp Foundation Gary and Nita Tripp Family Foundation Fund Montie and Marjorie Tripp Family Foundation Fund Unilever Charitable Fund Daniel E. and Alice D. Waite Family Foundation Fund Wendy Fitzgerel-Blue Foundation Fund Frank P. and Bernelle White Memorial Donor-Advised Fund Widick and Appleberry Family Fund Dave & Shirley Wurth Family Foundation

Dr. Emmanuel and Justine Gnomsi2011 Citizen of the Year from Lee's Summit

Dr. Fred and Marge HahnFred and Marge Hahn Family Fund

2011 Heartland Citizen ReceptionHome of Ken and Cindy McClain

Jerry and Joan Mackey2011 Citizen of the Year from Independence

Community Center Endowment Friends of Parks & Recreation - Sermon Community Center Fund Friends of Parks & Recreation - Truman Memorial Community Center Friends of Parks & Recreation - Memorial Tree Program Friends of Parks & Recreation - George Owens Nature Park Endowment Friends of Parks & Recreation - Sermon Center Endowment Friends of Parks & Recreation - Parks & Recreation Non-Specific Friends of Parks & Recreation - George Owens Nature Park Friends of Parks & Recreation - Palmer Senior Center Endowment Friends of Sugar Creek Endowment Fund Sugar Creek - Friends of the Parks Fund Genealogy Library Capital Campaign Fund Gift of Life Quasi Endowed Fund Gift of Life Non-Endowed Fund Graceland University Fund Grain Valley School District Classroom Technology Fund Grain Valley School District Library Resources Fund Grain Valley School District Foundation A Plus Fund Grain Valley School District Athletics Fund Grain Valley School District Foundation General Fund Grain Valley School District Instrumental Music Fund Grain Valley School District Outdoor Classroom Fund Grain Valley School District Robotics Program Fund Harry S. Truman Library Institute Fund HealthEd Connect Fund Heart of America Chorus Endowment Fund-Acorn Heart of America Chorus of the KC Chapter of SPEBSQSA, Inc. Fund Heart of America Council, BSA/Blue Elk Endowment Fund Adolf Heine Memorial Fund Helping Hands Therapeutic Riding Center Board Reserve Fund Heritage Philharmonic Endowment Fund Hillcrest Ministries Endowment Fund Hillcrest Ministries Fund Hope House, Inc. Non-Endowed Operating Reserve Fund Hope House, Inc. Endowment Fund Hope House, Inc. - M. E. Hurt Endowment Fund Hope House, Inc. Anonymous Endowment Fund Mary Elizabeth Hope Fund Hurt Memorial Endowment Fund IBS Industries, Inc. Investment Fund IBS Industries, Inc. Operating Fund Independence Youth Court Fund Interactive African Missions Fund Jackson County 4-H Money Market # 2 Fund Jackson County 4-H Fixed Income Fund Jackson County 4-H Equities Fund Jackson County 4-H Foundation Fund Jackson County Free Health Clinic Endowment Fund Jackson County Historical Society Operating Non-Endowment Jackson County Historical Society Bess Hatten Raymond Fund Roger T. Sermon - Jackson County Historical Society Fund Jackson County Historical Society Endowment Fund Jackson County Historical Society Archives Fund Melvin E. Jones Memorial Endowment Fund Junior Service League - Truman-Wallace Project Fund Junior Service League Frances Hink Endowment Fund Junior Service League Marjorie N. Martin Endowment Fund Junior Service League Memorial Fund Junior Service League Community Trust Savings Fund Junior Service League Administrative Savings Fund Kansas City Chorale Fund Kansas City Fire Museum Fund Kansas City Hospice Fund Kansas City Hospice - Endowment Sub-Fund Kansas City Metro Parks & Recreation Directors Association Fund Virginia Koso Memorial Fund Lee's Summit CARES Endowment Fund Lee's Summit Optimist Foundation Fund Lee's Summit Parks & Recreation Fund Lee's Summit Social Services Special Project Fund Lee's Summit Social Services Fund Lee's Summit Symphony Orchestra F Lee's Summit Underwater Rescue & Recovery Fund Tom Logan Memorial Soccer Field Fund Dr. Curtis and Mrs. Ann

Cliff and Mary Beth SegerSeger Family Nursing Scholarship Fund

20 Cha

ritab

le Fun

ds

Charitable Funds 21

Jim Koeneman, THCF-Lee's Summit Advisory BoardKara Wilson, Youth Advisory Council

Dr. Emmanuel Gno