from the chairman of the board… On behalf of your Community Foundation’s Board of Directors, I want to personally thank you for
your commitment to charitable giving. 2009 was a year marked by change --- from the ups and downs of the stock market to hiring a new President and CEO for the Community Foundation. Despite the uncertainty of the economy and investments, donors gave generously through
their charitable funds to support programs across Eastern Jackson County. Grants from donor funds totaled more than $3.5 million in 2009! Your support last year allowed us to help a number of new donors experience a better way of giving. It is our privilege to be a charitable partner to so many individuals and businesses in our communities. During 2009, we said goodbye to two staff members. Our President and CEO of 10 years, Dr. Paul M. Thomson, chose to retire from the Community Foundation last October. In addition, our Office Manager of 15 years, Nancy Wilhelm, chose to retire from the Community Foundation last December. Under Paul’s leadership, the Community Foundation saw tremendous growth in assets, including the development of nearly $60 million in planned gifts, as well as the expansion of programs and services to donors and nonprofits. The Board chose to honor Paul by establishing the Dr. Paul M. Thomson
Professional Advisor of the Year Award. The award will be given to a professional advisor at this year’s gala for his/her exemplary efforts in encouraging charitable giving. We applaud Paul for his vision and commitment to promoting charitable giving in Eastern Jackson County and know that he will enjoy his retirement. Replacing Paul is Phillip Hanson, our new President and CEO. Following an extensive search, the Community Foundation’s Board of Directors is very pleased Phil accepted the position. He and the Board are excited about the opportunities in the coming decade to increase charitable giving in Eastern Jackson County, and to expand our services to donors. Lastly, we would be remiss if we did not recognize Nancy Wilhelm for her years of service to the Community Foundation. Nancy played a large part in the Community Foundation making a difference throughout the community. Her service to donors, charities, professional advisors, board members and staff has been greatly appreciated. Cheryl Klotz has assumed Nancy’s role and we are delighted to have her as a new member to our team. With the support of a great staff of dedicated professionals, we look forward to continued success in the coming years. Changes are difficult, but also bring new challenges and opportunities. At Truman
Heartland Community Foundation we take seriously the importance of increasing charitable giving throughout the communities of Eastern Jackson County. We thank you for taking this journey with us.
-Roberta Coker, Chairman of the Board
Dr. Paul M. Thomson
thank you‌
Nancy Wilhelm
Dr. Steven Silverstein Silverstein Eye Centers
Rev. Sherri Wood-Powe St. Paul A.M.E. Church
Randall Ferguson IBM Executive (Retired)
Chuck Foudree CFO (Retired)
Steven W. Gildehaus Sterling National Real Estate
Frederick Siems, Jr. Jackson County
Robert Hepting Trebor, LLC
William C. Esry Blue Ridge Bank & Trust
Bradley Constance Attorney at Law
Judy Ness KCP&L (Retired)
Richard Kreher Benchmark Financial
Allen Lefko Bank of Grain Valley
Brenda West State Farm Insurance (Retired)
Martha Cockerell Secretary Raytown School Dist. (Retired)
Joy Hobick Truman Medical Center - Lakewood
Jan McGraw Nurse (Retired)
Roberta Coker Immediate Past Chairman Derrick Thomas Academy
Nancy Kimak Treasurer Kimak Pest Management
James P. Pryde Vice Chairman Bryan Cave
Doug Hammer Edward Jones
Ron Bruch Independence School District
Vicki Digby Chairman of the Board MeraVic
Dr. Frederick Hahn Midwest Ear, Nose & Throat (Retired)
board of directors 2010
THCF mission
To improve area communities by promoting and serving private giving for the public good.
revenue & support
assets 110,755 447,762 1,312,551 702,393 181,249 2,754,710 3,095 143,653 146,748 202,177 (25,711) 284,474 460,940 161,323 (584,216) 2,471,861 2,048,968 136,507 (24,433) 837,440 949,514 56,083 355,949 412,032 (2,163) 355,492 353,329 4,371,531 7,126,241
CASH Checking/Sweep Account Petty Cash Total Cash INVESTMENTS, at fair market value Cash-Money Market Portfolio American Funds Portfolio Fixed Income Investment Portfolio Equity Investment Portfolio Charitable Remainder Trust Portfolio Investments - Segregated Total Investments OTHER ASSETS Accounts Receivable Notes Receivable Pledges Receivable Real Estate Insurance Policies Improvements, Furniture & Equipment Total Other Assets TOTAL ASSETS
451,883 1,000 452,883 4,657,033 977,161 4,206,491 8,697,644 4,560,281 956,347 24,054,957 5,978 6,000 379,624 300,000 734,450 41,411 1,467,463 25,975,303
liabilities & fund balances
Accounts Payable Grants Payable TOTAL LIABILITIES FUND BALANCES Unrestricted Donor Advised Charitable Gift Annuity Designated Field of Interest Charitable Remainder Trusts Administration TOTAL FUND BALANCE TOTAL LIABILITIES AND FUND BALANCE
11,108 2,482 13,590 2,399,467 2,828,128 493,547 9,613,133 5,842,933 4,600,405 184,100 25,961,713 25,975,303
grants & expenses
GRANTS Unrestricted Funds Donor Advisory Funds Designated Funds Field of Interest Funds TOTAL GRANTS ADMINISTRATION EXPENSES Directly assignable fund expenses Administrative expenses Administrative expenses- Supporting Org TOTAL ADMINISTRATION EXPENSES TOTAL GRANTS AND EXPENSES REVENUE LESS GRANTS AND EXPENSES
362,667 548,968 6,966 918,601 4,006,158 3,120,083
FUND BALANCE, beginning of period FUND BALANCE, end of period
22,841,630 25,961,713
118,070 481,522 1,714,605 773,360 3,087,557
611
{ grants awarded }
$271,000 { largest grant }
$4,915 { average grant }
financial summary
CONTRIBUTIONS Unrestricted Funds Donor Advisory Funds Designated Funds Field of Interest Funds Administration Total Contributions OTHER REVENUE Money Market Portfolio Checking/Sweep Account Interest Income Money Market Pool Interest Income Total Money Market Portfolio Fixed Income Securities Portfolio Interest Income Capital Gain/(Losses)-Realized Capital Gain/(Losses)-Unrealized Total Fixed Income Securities Portfolio Equity Securities Portfolio Dividend Income Capital Gain/(Losses)-Realized Capital Gain/(Losses)-Unrealized Total Equity Securities Portfolio Charitable Remainder Trust Portfolio Interest and Dividend Income Capital Gain/(Losses)-Realized Capital Gain/(Losses)-Unrealized Total CRT Portfolio Segregated Funds Portolios Interest and Dividend Income Capital Gain/(Losses)-Unrealized Total CRT Portfolio Other Investment Earnings Capital Gain/(Loss) - Stock Gifts Change in Life Insurance Values Total Other Investment TOTAL OTHER REVENUE TOTAL REVENUE AND SUPPORT
Total Donor Grantmaking in 2009:
$3,087,557
Arts + Humanities $159,887
Community Development $577,513
Education $642,992
Faith-Based Programs $140,349
Health + Welfare $1,482,183
Other
$84,633
Community Grants Program Since 1994 your Community Foundation has invited nonprofit organizations serving Eastern Jackson County citizens to submit letters of interest describing a program of importance. Community Foundation Board members, Advisory Board members and participating volunteers spend the summer months reviewing proposals submitted to select the best and most promising investments for our community. Thanks to
generous donors who established Unrestricted Funds in the early years to support future needs of our communities, $162,968 was granted to Eastern Jackson County charities in 2009. In addition, important funding opportunities were shared with Community Foundation donors and their dollars were added to support deserving programs...
leading the region on important issues Jackson County Free Health Clinic Providing care to medically uninsured adults in EJC. When community leaders, corporations, donors and other key stakeholders come together, needed change is made possible. And through the years, the Community Foundation has been a regular convener and catalyst for change in Eastern Jackson County. In April of 2000, the Jackson County Free Health Clinic opened its doors, as a program of the Community Foundation, to begin providing care for adults with existing medical needs but lacking insurance. The Free Clinic sees primary care illnesses like diabetes, high blood pressure, asthma, thyroid disease and depression. The Free Clinic focuses on helping patients live healthy lives despite chronic disease and has been able to report a consistent reduction in the use of Emergency Room and hospitalization.
50% reduction, resulting in an 87% reduction in new medical debt for these patients.
In 2009, this was a
The Free Clinic is directed by the talented, Dr. Bridget McCandless. A number of volunteer physicians, specialists and other services providers also give generously to improve the health of citizens throughout our region. In 2009, the first annual Scopes for Hope event raised Funds raised will ensure that medically uninsured adults continue to receive the quality care they need and deserve.
$90,000!
Dr. Bridget McCandless • Henri Goettel • Liz McClure • Carol Sue Bass • Ron Bruch • Dr. Steve Griffith • Larry Jones • Diana Kincy • Tracye Laun • Brian Noland • Beverly Powell • Dr. Roy Schaefer • Lysle Weeks • Shirley Wurth • Jonathan Zerr
Dr. Don & Mrs. Barbara Potts, Honorary Chairs • Carol Sue Bass, Event Chair Joann Agin • Colleen Foudree • Helen L. French • Joy Hobick • Sharon Kelly • Jayne Long • Sherri Lozano • Dr. Bridget McCandless • Liz McClure • Darcy Munzer • Dana Posey • Charlotte Ronan • Shirley Wurth
SCOPES FOR HOPE:
a first-ever inaugural event for the Jackson County Free Health Clinic
Youth Advisory Council Teaching high school students to be active, young givers in EJC Thanks to the participation of Eastern Jackson County school districts, the Community Foundation’s Youth Advisory Council continues to grow … and learn about the importance of philanthropy!
2,000+ hours { volunteered }
$2,630 { raised }
$50,000
{ advised THCF on youth-related grants }
granted $900 from their own Endowment Fund to Lee’s Summit Education Foundation and StandUp Blue Springs!
BLUE SPRINGS HS ♥ Ramsey Lane Jenna Kesling Madison Meyer Kim Romine Shelby Spehar Paige Walters Madison Clark Stephanie Romero BLUE SPRINGS SOUTH HS ♥ Angie Pi Marissa Robb Andrew Grumke Greg Taylor Zach Skinner Kelsey Bell Andrea Brownrigg Sarah Jane Bever-Chritton FORT OSAGE HS ♥ Hannah King Makayla Brady Alex Falls Jason King Victoria Laffoon Joel Savage GRAIN VALLEY HS ♥ Danielle Cunningham David Muncy Tucker Pauley
Mitchell Jacobson Drew Liddle Patricia Barra Cody Brown Alex Martin Tyree Meadows Roshni Patel Riley Williams Tanner Buehler Andrew Fotopulos Matthew Malott Alex Williams LEE’S SUMMIT HS Neala Creasy Rachael Lynn Bianca Wang Courtney Boedeker Sarah Bussen Dakota Ewigman Megan Kell Sara Kell Ashley Raby Greg Jochems LEE’S SUMMIT NORTH HS Satie Thorne Ben Boggs Scott LaCombe Kayla Lagud Colin Greene
James Pedersen Alex Bennett Megan Connolly Sara Hummel Rhiannon Koehler Tom Mason LEE’S SUMMIT WEST HS Sam Ales Stephanie Brammer Lauren Feekin Stephanie Ohms Katie Zhang RAYTOWN HS Trisha Altamirano Myles Vann RAYTOWN SOUTH HS Heather Alderton Joseph Bennett Kassidy McKee Maisha Sood Joseph Summers Lydia Todd Erin Edwards Chloe Davis Tyler House Sierra Saylor Trey Sprick Rachel Unruh
ST. MARY’S HS ♥ Emily Fedynich Katie Alexander Danny Fedynich Mary Kimbrough Kathleen Schmitt Jennifer Chung Connor Pace TRUMAN HS ♥ Shelby Acton Jacqueline Brooks Noah Bumgardner Hannah Fillpot Lauren Loftis Madyson Smith Melinda Smith Marlee Quirarte VAN HORN HS ♥ Melanie Stokes Shelby West WILLIAM CHRISMAN HS Bobby Ketchum Kendall Rust Candy Wilford Zac Smith Emily Mewes Felicia Brown Dustin Griffin Michelle Sciortino
A To as t t o O u r Town s a cel ebrat i o n o f g i v i ng THCF GALA / SEPTEMBER 2009
heartland humanitarian of the year
David Jeter
corporate citizen of the year
Jim Kidwell
Data Systems International Mike McGraw, CEO & Chairman
outstanding citizens of the year Tom Evans // Blue Springs
Mary Ann & Michael Paul Swisher // Lee’s Summit
Sharon Stewart // Grain Valley
Roy Meier // Oak Grove
Nina & Ira Anders // Independence
Kenneth Blom // Raytown
Jim McCambridge // Lake Winnebago
Veronica Powell // Sugar Creek
The corporations and families listed below consistently show their support for the importance of philanthropy throughout our region. The Community Foundation invests dollars raised in Eastern Jackson County through grants and donor services.
benefactors
[$5,000]
Allen Lefko, Bank of Grain Valley Mike McGraw, Data Systems International Tom Stoll, Dunn & Davison LLC Dr. Steve Silverstein, Silverstein Eye Centers
patrons
[$3,000]
Blue Ridge Bank & Trust Co. Centerpoint Medical Center Community of Christ Edward Jones KCP&L Simply Equine Assisted Therapy
sponsors [$1,800] Ron Bruch • Bryan Cave • Carondelet Health • CARSTAR-KC Auto • Children’s Mercy Hospital • City of Grain Valley • City of Independence • City of Lee’s Summit • City of Raytown • City of Sugar Creek • Cockerell & McIntosh Pediatrics • Roberta Coker • Commerce Bank • Brad Constance • Downey Construction • Chuck and Colleen Foudree • Elias, Opdahl & Bowen, DDS, PC • Randall and Helen Ferguson • Fort Osage School District • Humphrey, Farrington & McClain • IBS Industries • Independence School District • J.E. Dunn Construction • David and Lydia Jeter • Richard N. Kreher • Kurlbaum Rinne LLC • MeraVic • Meyer Music • Mid-Continent Public Library • Park University • Prairie Capital Management • Speaks Family Legacy Chapels • Stewardship Capital, Ltd. • Stratford Development Co. • The Examiner • Thomas McGee, L.C. • Truman Medical Center Charitable Foundation • David and Shirley Wurth
friends [$500] A2MG, Inc. • Banker’s Security Safe & Vault • Kimak Pest Management • Bridget McCandless, MD • Fred and Connie Siems • UMB Bank • Betsy Wenzel •Brenda West
in kind supporters Heartland Citizen Reception Hosts - Mike and Jan McGraw Program Design and Printing - Kris Siriwangchai of Print America Invitation and Program Design - Adam Forrester of Grape Design Professional Photography for Honorees - Steve Mullally of Rolland Studios Table Centerpieces - Vicki Digby of MeraVic
gala committee members Joy Hobick, Chair • Vicki Digby • Michele Crumbaugh • Irene Baltrusaitis • Carol Sue Bass • Roberta Coker • Sharon Dankenbring • Judy Forrester • Colleen Foudree • Helen French • Judith James • Lydia Jeter • Allen Lefko • Jan McGraw • Tom Thomas • Betsy Wenzel • Shirley Wurth • Dave Wurth • Michael Lintecum and Associates, Event Coordinator
charitable funds
The funds listed below were created by individuals and families, corporations, nonprofits, school districts and other leaders throughout our region to achieve their charitable dreams. Join them today and begin using the Community Foundation’s information on area nonprofits, and expertise on wise giving to maximize your charitable impact in Eastern Jackson County.
DONOR ADVISED FUNDS
Having a Donor-Advised Fund is like having your own personal foundation…only better. It’s easy to establish, you can involve your family, support all your favorite charities, and learn about new funding opportunities in your community. Ray Adams Family Foundation 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 • 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 • Cunningham Fund • Catherine J. A. Curtis Family Fund • D and S VP Charitable Fund • Gayle Frances Davidson Memorial Fund • Richard Digby Memorial 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 DonorAdvised 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 Donor Advised 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 Fund • William & Wilma Henks Family Foundation Fund • Higgins Family Fund • Tom and Carol Holzbaur Family Foundation Fund • Horn Law Firm Foundation Fund • Huet Family
Foundation · Hurt Family Fund • Independence Young Matrons Endowment Fund • Jelley Family Foundation Fund • Dr. Edward and Connie John Donor Advised Fund • Dr. Edward and Connie John 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 • Krump Family Donor Advised Fund • Janet D. Lacey-Hodges Charitable Fund • Laffoon Family Donor Advised Fund • Lamb Family Fund • Lee’s Summit Optimist Foundation Fund • Lefko Family Foundation Fund • Magady Family Education Fund • Michael Martin Family Fund • Richard & Esther McCall Donor Advised Fund • McCandless/Taylor Fund • McClure Family Fund • Frank and Marie Mickelson Fund • Mitzvah Fund • Mr. Goodcents Charitable 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 Fund • Joan and Max Raveill Charitable Fund • Recovery Management Corporate Fund • William H. & Marcile K. Reich Family Fund • Rotary Club of Independence Special Projects Fund • Rotary Club of Independence Community Grants Fund • Rotary Club of Independence - William D. Palmer Endowment Fund • Ed & Sue Russell Family Foundation Fund • Richard E. Sanderson Scouts in Need 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 • 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 • St. Paul’s Methodist Church Fund
DEFERRED ENDOWMENT FUNDS Endowment Funds are a great way to leave a legacy of giving in the community. Usually created with an estate gift, you too can support any and all of your charitable interests for years to come.
Rutheloise Borchardt Charitable Gift Annuity • Beverly A. Cathcard Charitable Remainder Trust • Earl Kenneth Cavanah Charitable Gift Annuity • Robert H. and Joy J. Cottrell Gift Annuity • Mahlon Dale and Rose Anne Crown Charitable Gift Annuity • Betty L. Harryman Charitable Gift Annuity • William R. Hartong & E. Elaine Hartong Charitable Remainder Trust • Peggy Hawley Charitable Remainder Unitrust • Rosalie M. Headley Charitable Remainder Trust • Helen Hilliard Charitable Remainder Unitrust • Jack B. Hoke Charitable Remainder Unitrust • Robert A. Hoke Charitable Remainder Unitrust • Ruby N. Hoke Charitable Remainder Unitrust • Wanda Ruth Hoke Charitable Remainder Unitrust • K. & M. Karcher -
Lumsden Charitable Remainder Trust • Donald E. Landis Charitable Remainder Unitrust • Richard R. and Esther G. McCall Charitable Remainder Trust • Dea Nikel Gift Annuity • Mary Pack Charitable Gift Annuity Fund • Donald S. Ross Charitable Gift Annuity Fund • Russell A. Sackman Charitable Remainder Unitrust • Elizabeth Scott Charitable Remainder Trust • Phil and Maxine Schoggen Charitable Gift Annuity • Katharine Jones Schrader Charitable Gift Annuity • Joseph T. Sefcik Charitable Gift Annuity • Clifford M. and Mary Beth Seger Charitable Gift Annuity • Clarence and Betty Stowell Gift Annuity Fund • Dennis and Jane Taylor Gift Annuity
DESIGNATED FUNDS
Many of our friends have one or two favorite charities. With a Designated Fund you can make one gift and support one or more specific charities with your charitable dollars. It’s 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 • Bingham-Waggoner Historical Society Fund • Bingham-Waggoner Operating Reserve Fund • Susan Paxton Block Distinguished Public Service Award 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 of Greater Kansas City Fund • Bridge Builders Senior and Disability Services 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 • Child Abuse Prevention Association Fund • Child Abuse Prevention Association Operating Fund • Citizens for the Archives Fund • Community Association For The Arts Fund • Community Association for the Arts Money Market Fund • Community Mediation Center Short Term Investment Fund • Community Mediation Center, Inc. Fund • The Community of the Good Shepherd Fund • Community of the Good Shepherd Operating Reserve Fund • Adolf Heine Memorial Fund • Community Services League - Independence Community Christmas Concert Fund • Community Services League - Michelle A. Schumacher Memorial Fund • Community Services League Capital Campaign Fund • Community Services League I-Share Fund • Community Services League Endowment Fund • Community Services League Non-Endowment Fund • Community Services League Emergency Assistance Fund • Comprehensive Mental Health Client Services Fund • Comprehensive Mental Health Services Foundation, Inc. Fund • Developing Potential Endowment Fund • First Baptist
Church of Independence Endowment Fund • Orena D. Dorsch Religious Ministries Endowment Fund • Dragon Booster Club Fund • Dragon Gymnastics, Inc. Capital Campaign Fund • Drumm Farm Education Enhancement Short-Term Investment Fund • Drumm Farm Educational Enrichment Endowed Fund • Drumm Farm Foundation Fund • Eastern Jackson County Youth Court Fund • Family Literacy Operating Reserve Fund • First Baptist Church of Independence Non-Endowed Fund • First Baptist Church of Independence - Myrtle Mingle Music Fund • First Presbyterian Church of Lee’s Summit Ebenezer Fund • First Presbyterian Church Lee’s Summit Endowment Fund • First Presbyterian Church of Lee’s Summit Reserve Fund • Friends of Sugar Creek Fund • Friends of Sugar Creek Endowment Fund • Friends of Truman Depot Fund • George Caleb Bingham Academy of Arts Fund • Gift of Life Quasi Endowed Fund • Gift of Life Non-Endowed Fund • Graceland University Fund • Grain Valley School District Foundation A Plus Fund • Grain Valley School District Foundation General Fund • Heart of America Chorus Endowment Fund • Heart of America Chorus of the KC Chapter of SPEBSQSA, Inc. Fund • Harry S. Truman Library Institute Fund • Heart of America Council, BSA/Blue Elk Endowment Fund • Helping Hands Therapeutic Riding Center Board Reserve Fund • Heritage Philharmonic Endowment Fund • Hillcrest Ministries Endowment Fund • Hillcrest Ministries Fund • Hope House, Inc. Anonymous Endowment Fund • Hope House,Inc. Capital Campaign Fund • Hope House, Inc. Endowment Fund • Hope House, Inc. Non-Endowed Operating Reserve Fund • Hope House, Inc. - M. E. Hurt Endowment Fund • Mary Elizabeth Hope Fund • IBS Industries, Inc. Investment Fund • IBS Industries, Inc. Operating Fund • Independence Youth Court Fund • Interactive African Missions Fund • First Presbyterian Church Lee’s Summit Information Technology Fund • Jackson County 4-H Foundation Fund • Jackson County Free Health Clinic Development Fund • Jackson County Historical Society Operating NonEndowment • Jackson County Historical Society Endowment Fund • Jackson County Genealogical Society Fund • Jackson County Historical Society Archives Fund • Jackson County 4-H Foundation Money Market Fund • Jackson County Historical Society Bess Hatten Raymond Fund • Roger T. Sermon - Jackson County Historical Society Fund • Jackson County Free Health Clinic Endowment Fund • Jackson County 4-H Equities Fund • Jackson County 4-H Fixed Income Fund • Jackson County 4-H Money Market # 2 Fund • Junior
Service League Community Trust Savings Fund • Junior Service League Administrative Savings Fund • Junior Service League Marjorie N. Martin Endowment Fund • Junior Service League Capital Campaign Fund • Junior Service League Frances Hink Endowment Fund • Junior Service League Memorial Fund • Kansas City Chorale Fund • Kansas City Fire Museum Fund • Kansas City Hospice Fund • Kansas City Metro Parks & Recreation Directors Association Fund • Virginia Koso Memorial Fund • Lee’s Summit Community Christian School General Endowment 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 Fund • Lee’s Summit Underwater Rescue & Recovery Fund • Tom Logan Memorial Soccer Field Fund • Dr. Curtis and Mrs. Ann Long Fund for the Bates County Fair • Gamber Center Fund • Lubben Memorial Endowment Fund • Luke’s Challenge Acorn Fund • Mid-America Arts Alliance Integrated Campaign Fund • Mader Memorial Endowment Fund • Missouri Baptist Children’s Home Children and Family Ministries Endowment Fund • Meals on Wheels Dorothy Evans Memorial Fund • Meals on Wheels Fund • Mental Health Association of the Heartland Fund • Messiah Lutheran Church Ruth Riggs Memorial Scholarship Fund • Messiah Lutheran Church Sabol Fund • Messiah Lutheran Church - School Operating Reserve Fund • Messiah Lutheran Church Endowment Fund • Messiah Lutheran Church Trust Fund • Metropolitan Community Colleges’ Independence Development Fund • Children’s Summer Reading Program Endowment Fund • Midwest Family Partnership Fund • Midwest Foster Care and Adoption Association, Inc. Fund • Midwest Hemophilia Association Fund • Missouri Foundation for the Humanities Fund • MO Park & Recreation Building Maintenance Fund • MO Park & Recreation Beaver Estate Fund • MO Park & Recreation Operating Reserve Fund • Mother’s Refuge Endowment Fund • Mother’s Refuge Operating Reserve Fund • MPRA Lyle B. Beaver Leadership Development Institute Endowment Fund • Midwest Genealogy Ctr. Programming Fund • Genealogy Library Capital Campaign Fund • National Kidney Foundation of Kansas and Missouri Fund • Nutra-Net Endowment Fund • NWCDC - Friends of Fairmount Community Center Fund • Palmer Senior Center Fund • PAWS, Inc. - John
F. Tweedie Memorial Fund • PAWS Operating Reserve Fund • Pioneer Woman Statue Fund • Irene Pippit Trust Fund • Progress Independence Fund • Puppetry Arts Institute Museum Fund • Puppetry Arts Institute Endowment Fund • Rachel House Fund • Rainbow Center Endowment Fund • Rainbow Center Fund • Raymore Baseball Softball Improvement Fund • Raymore Parks and Recreation Fund • Raymore-Peculiar Public School Foundation Fund • Raytown Community Betterment Fund • Raytown Educational Foundation Fund • Raytown Educational Foundation Short Term Repository Fund • Raytown Emergency Assistance Program (R.E.A.P.) Fund • Raytown Historical Society Foundation General Endowment Fund • Raytown Tree Fund • ReDiscover Segregated Portfolio Fund • Santa Fe Trail Short-Term Investment Fund • Santa Fe Trail Neighborhood CDC Fund • Sugar Creek - Friends of the Parks Fund • Edna M. Scahill Endowment Fund • Special Neighbors - Velma Hatten Fund • Special Neighbors Non-Endowed Operating Fund • St. Mary’s High School Foundation Fund • The Family Conservancy Fund • William M. and Martha L. Thomas Fund • Jeffrey Tognascioli Memorial Fund • Truman Medical Center-Lakewood NICU Fund • Urich Community Historical Society Endowment Fund • Vaile Victorian Society Endowment Fund • City of Blue Springs Vesper Hall General Fund • City of Blue Springs Vesper Hall Nutrition & Homebound Fund • Waggoner Memorial Endowment Fund • Youth Art Show Fund • Youth Friends Special Events Fund
FIELD OF INTEREST FUNDS
Some of our friends have broad interest areas – the arts, education, faith, health issues – and rely on the Community Foundation to help find charities that provide those services. When you share your passion with the THCF staff, we find the charities within your field of interest. Then, the decision is yours to enjoy making grants throughout the region. Animal Shelter Replacement Fund • Art of Medicine Fund • BB’s Club Fit of Grain Valley Fund • Susie Block D.A.R.E. Fund • Blue Springs City Theatre Foundation Fund • Blue Springs Department of Emergency Services Fund • Blue Springs Jaycees Breaking New Ground Fund • Blue Springs South Athletics Fund • Blue Springs Special Education Fund • Books For Peace Fund • Bryant School and Neighborhood Playground Fund • Blue Springs Wall That Heals Fund • Charitable Reinvestment Foundation Fund • Children’s Performing Theatre - Theatre in the Park Fund • City of Independence - Vandalism Reward Fund • Clean Air Don A. Potts Award Fund • Coalition For Child Safety Fund • Community Cadet Club Fund • Community Development Scholarship Fund • The Dictionary Project of Kansas City Fund • Discover ED Foundation Fund • Fire Safety Equipment Fund • Friends of Raytown Parks Fund • Friends of the Square Fund • Friends of the Animal Shelter
Fund • Friends of the Independence Courthouse Fund • Fund for the Families of Hawthorne • Grandma’s Alzheimer Fund • Ian’s Fund • Independence Council for Economic Development Fund • Independence Music Club Fund • Independence Police Department Equipment Enhancement and Improvement Fund • Jackson County Free Health Clinic Fund • Lee’s Summit Beautification Commission Fund • Lee’s Summit Kiwanis Club Fund • Legacy Foundation Fund • Lions Eye Fund • Lee’s Summit Economic Development Council Fund • George W. Mansfield Junior Golf Foundation Fund • Gary Martinette Award Fund • Mayor’s Prayer Breakfast Fund • Homer McWilliams Oncology Fund • Marcella Morgan Oncology Fund • One Small Gift Fund • Open Arms Foundation Fund • Palestine Missionary Baptist Capital Campaign Fund • Palmer Center Senior Services Enhancement Fund • Parks Now Fund • Power House Theatre Foundation Fund • Professional Development Network Fund • Prominent Youth Fund • Raytown Community Foundation Fund • Raytown Main Street Association of Raytown, MO Fund • Raytown Rotary Fund • Revolving Rehabilitation Loan Fund • Roger T. Sermon Room Endowment Fund • Sermon/Old Spring Project Fund • Sister City Fund • Special Projects Fund • Stormwater Fund • The Spirit of Independence Community Band Fund • Third World Sewing Partnership Fund • Truman Memorial Building Restoration Fund • Truman Memorial Walking Trail Fund • United Nations Peace Memorial Fund • Women’s Resource Center Acorn Fund
President & CEO
Phillip J. Hanson, MPA
Chief Financial Officer
Beverly Powell, CPA
Director of Programs & Donor Services
Liz McClure
Director of Marketing & Communications
Nicole Stevens, MBA
Office Manager
John Adams Memorial Scholarship Fund • Cpl. Benjamin Ashley Memorial Scholarship Fund • Association for Industrial Development Endowment Fund • Association of Chrisman Excellence (A.C.E.) Fund • Aull Fund • Eric Austin Scholarship Fund • Pat Barnhard Memorial Scholarship Fund • John S. Barrett Memorial Scholarship Fund • Bartow Scholarship Investment Fund • George & Frances Berkemeier Fund • Rosemary Boetjer Scholarship Fund • Gwen & Ray Bolger-”The Scarecrow of OZ” Scholarship Fund • Josh Borgmeyer Memorial Scholarship Fund • Brian Borgstadt Memorial Scholarship Fund • John Bowser Radiology Scholarship Fund • Lois Bridges Scholarship Fund • Le Roy Brown Scholarship Fund • Matilda Brown Scholarship Fund • Michael Brown Memorial Scholarship Fund - Independence School • Steven D. Brown Scholarship Fund • Ron Bruch Teacher of the Year Scholarship Fund • Arthur Butler Scholarship Fund • Amelia Cairns Scholarship Fund - Independence School District • Garrett Clark Debate Scholarship Fund • Ron Clemons Scholarship Fund • Janet R. Coldwell Fund • Mel Colley LEAD Scholarship Fund • Elizabeth Collings Weekley Scholarship Fund • Vilas “Lee” Compton Memorial Scholarship Fund • Charley Cornell Memorial Scholarship Fund • The Council of Clubs of Greater Kansas City Scholarship Fund • Daffer Scholarship Fund • DAR Scholarship Fund • Daughters of the American Revolution • Edmond Davidson Scholarship Fund • Chari Denney Memorial
Cheryl Klotz
Many of our friends care deeply about education. A scholarship is an easy and effective way to give back to the community, honor the memory of a loved one, or engage your corporation in giving. The Community Foundation is an expert in managing scholarships. We love connecting donors to local students.
thcf staff 2010
SCHOLARSHIP FUNDS
Scholarship Fund • Senator Ronnie DePasco Scholarship Foundation Fund • Louann Dickmeyer Educational Scholarship Fund • Kay Dunning Nursing Scholarship Fund • Marlene Rose Dyck Memorial Scholarship Fund • Eastern Jackson County Bar Association Charitable Fund • Ron and Becky Eiman WCHS Class of ‘52 Scholarship Fund • Equal Chances College Scholarship Fund • F.O.R.C.E. (Ft. Osage Resources Champion Education Fund) • Mistyka L. Fiedler Memorial Fund • Jerry Fisher Scholarship Fund • Fort Osage R-1 Scholarship Foundation General Fund • FOSD Employee Scholarship Fund • FOSD Leadership Fund • Merideth Francis Scholarship Fund • J. Richard Franklin Scholarship Fund • Friends of the Blue Springs Ballet Dance Scholarship Fund • Friends of William Southern • Sara Garrett Memorial • Sue Gentry Scholarship Fund • Brandon Gieselman Memorial 4-H/FFA Scholarship Fund • Glendale School Scholarship Fund • Jimmy Golden Memorial Softball Scholarship Fund • William D. Gordon Memorial Non Endowed Scholarship Fund • William D. Gordon Memorial Endowment Fund • Gragg Memorial Scholarship Fund • Dr. Victor D. Gragg Scholarship Fund • Greater Kansas City Friends of Family & Consumer Science Scholarship Fund • Stanley Gregg Scholarship Fund • Grain Valley School District Foundation Fund • Jerry
Mueller Scholarship Fund • Heart of America Food Service Scholarship Fund • Robert Henley Scholarship Fund • Travis Hopkins Memorial Scholarship Fund • Independence Association of Educational Office Professionals Fund • Independence Council of PTAs Mary Elizabeth Learnard Scholarship Fund • Independence Head Start Scholarship Fund • Independence National Education Association Scholarship Fund • Independence Retired School Personnel Association Fund • Independence Rotary Club West Fund • Independence School District Master Fund • Independence School District - Al Van Iten Scholarship Fund • Independence School District Southern Stars Fund • Independence School District Major Saver Card Scholarship Fund • Independence School District General Foundation Fund • Independence Young Matrons Scholarship Fund • Charlene Cain Memorial Scholarship Fund • ISDF General Fund Money Market Account • Coach Landess Memorial Fund • Laura Mercer Award Fund • Samoan Community Organization of Independence Fund • William Chrisman Class of 1957 Fund • William Chrisman Class of 1962 Fund • Novilla Jeffries Scholarship Fund • Chuck & Jeneen Jones Scholarship Fund • Junior Service League Bess Wallace Truman Scholarship Fund • Jane Russell Kalhorn Memorial Fund • Robert Keeton Scholarship Fund • Peggy Kern Memorial Fund • Lucy Whitney Kerr Fund • Kobe Scholarship Fund • L.I.N.K. Scholarship Fund • Marvin Lindmark Scholarship Fund • A. Joan Lovelace Future Educator Scholarship Fund • John W. Luff Elementary Scholarship Fund • John H. Lund Business Scholarship Fund • Carol Marcks Elementary Education Scholarship Fund • Julie Elizabeth Marshall Memorial Scholarship Fund • Forrest and Marjorie Martin Scholarship Fund • Tom Martin Memorial Fund • Martin-Simcosky Fund • Mary Booker Tunnell Nursing Scholarship • Judy Lee McDaniel-Yazel Scholarship Fund • Dona McLean Science Scholarship Fund • Betty McMillin Scholarship Fund • Medical AllianceMetropolitan Medical Society of GKC Scholarship Fund • Margaret Meredith Memorial Fund • Melanie Meyer Memorial Scholarship Fund • Stella and William Moran Memorial Scholarship Fund • Edward L. and Helen L. Newlin Scholarship Fund • Georgia B. Northway Hemophilia Scholarship Fund • Oak Park Family and Consumer Science Scholarship Fund • Olson Student Assistance Scholarship Fund • The Bernice Osthoff Endowment Fund • Phillip A. Parrino Scholarship Fund • Dustin Payne Scholarship Fund • James H. Phillips Memorial Endowed Scholarship Fund • PISCES Scholarship Fund • Plugger Award-Drumm Institute/Independence Academy Fund • Sam and Lindsey Porter Scholarship Fund • Gordon S. & Betty F. Pritchett Memorial Fund • Procter School Scholarship Fund • Project
Graduation Scholarship Fund • Harley & Doris M. Eby Reed Scholarship Fund • Mona Richardson Scholarship Fund • Jake Robel Scholarship Fund • Eugene J. Rolfe Memorial Education Fund • Fred & Dorothy Ross Scholarship Fund • Jack R. Scharig Memorial Athletic Scholarship Fund • Patty Schumacher Educational Fund • Seger Family Nursing Scholarship Fund • Brianna Leigh Shelton Performing Arts Scholarship Fund • Sister Mary dePaul Scholarship Fund • Sixth Bomb Group Memorial Education Fund • Jason Stone Creativity Scholarship Award Fund • Audrey Stubbart Community Education Fund • Sugar Creek Business and Civic Club Fund • Bill Summa Scholarship Fund • THCF - Henri E. Goettel Youth In Philanthropy Award • The Toni Thornton AAUW Reentry Scholarship Fund • Tile Contractors’ Association of America, Inc. Scholarship Fund • Truman Chapter National Honor Society Fund • Truman Scholarship Fund • Phil Turner Instrumental/Music Award Scholarship Fund • Visiting Teacher Fund • Watt Drug Science Scholarship Fund • WCHS Electronics Scholarship Fund • WCHS PTSA Scholarship Fund • Cpl. M.E. Webster Memorial Scholarship Fund • Dr. Ben Whited Scholarship Fund • William Chrisman Class of 1953 Scholarship Fund • William Chrisman Class of ‘55 Scholarship Fund • William Chrisman Plugger Award Fund • Dr. H. Roger Yarrington Rotary Scholarship Fund • Young Matrons Scholarship Fund - Independence School District • Youth Friends Scholarship Fund • Zismer Fund
UNRESTRICTED FUNDS
If you’re like some of our friends, and you aren’t sure what the needs of Eastern Jackson County will be in the future but would like to plan for it, Unrestricted Funds are the right choice. Leave an unrestricted gift to the Community Foundation and we’ll make sure your dollars support the most important needs of our community (in your name) for years to come. Samuel W. Edmunds Charitable Lead Trust • Dorothy D. Bay Donor Advised Fund • Blue Springs Community Grant Fund • Heartland Arts Alliance Fund • IRHC Community Service Fund • James D. Browning Endowment Fund • Melvin Jones Eye Fund • Marjorie Pollard Hospice Fund • THCF - Lee’s Summit Charitable Fund • THCF Endowment Fund • THCF Health-Related Project Fund • Youth Advisory Council Fund • Youth Advisory Council Endowment Fund
NORTH OFFICE Commerce Bank 300 North Osage Independence, MO 64050 EAST OFFICE Blue Ridge Bank Financial Center 4200 Little Blue Pkwy, Ste. 550 Independence, MO 64057 SOUTH OFFICE Blue Ridge Bank & Trust 1812 NW Chipman Road Lee’s Summit, MO 64081
816.836.8189 www.thcf.org