2025-02-14T15:06:22-06:00 2024-09-30 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990 2023-10-01 436042632 THE HARRY S TRUMAN LIBRARY INSTITUTE NATIONAL AND INTERNATIONAL AFFAIRS HARR 8164001212 5151 TROOST AVENUE 300 KANSAS CITY MO 64110 THOMAS R WILLARD TREASURER 8164001212 2025-02-14 1 0 KIMBERLY A RYAN P00829977 8164721122 2023 2025-03-06 01:10:19Z MADELEINE MCDONOUGH 5151 TROOST AVENUE 300 KANSAS CITY MO 64110 21528435 0 X WWW.TRUMANLIBRARYINSTITUTE.ORG X 1957 MO TO PRESERVE AND PROMOTE THE ENDURING LEGACY OF HARRY S. TRUMAN, AMERICA'S 33RD PRESIDENT. 26 25 12 30 0 0 5545483 5279494 56466 63635 -421240 549715 -162018 -122136 5018691 5770708 78881 105226 0 0 1333612 1581639 438983 48000 1865452 5180667 3841262 7032143 5576127 -2013452 194581 17341554 20846112 645750 1168883 16695804 19677229 X SEE SCHEDULE O 0 0 278387 105226 63635 SEE SCHEDULE OEDUCATION: THE TRUMAN LIBRARY OFFERS A SUITE OF ENGAGING ON-SITE AND SCHOOL-BASED EDUCATIONAL PROGRAMS THAT MEET STATE AND NATIONAL ACADEMIC STANDARDS. THESE CRITICALLY ACCLAIMED PROGRAMS ARE DESIGNED TO TEACH PARTICIPANTS ABOUT TRUMAN, DEMOCRACY, THE PRESIDENCY, AND THE IMPORTANCE OF CIVIC ENGAGEMENT, WHILE STRENGTHENING IMPORTANT LIFE AND LEADERSHIP SKILLS. EACH YEAR, TENS OF THOUSANDS OF STUDENTS AND TEACHERS GAIN A DEEPER UNDERSTANDING OF OUR NATION'S HISTORY, GOVERNMENT, AND DEMOCRATIC IDEALS THROUGH THE LIBRARY'S EDUCATIONAL PROGRAMS. USING PRIMARY SOURCE DOCUMENTS AND ARTIFACTS, STUDENTS DRAW CONNECTIONS BETWEEN THE PAST, PRESENT, AND FUTURE TO BETTER UNDERSTAND, ANTICIPATE, AND RESOLVE PROBLEMS. THE WHITE HOUSE DECISION CENTER - THIS PROGRAM GIVES STUDENTS AN EXTENDED, IMMERSIVE, AND INSPIRATIONAL EXPERIENCE AT ONE OF KANSAS CITY'S ICONIC CULTURAL INSTITUTIONS WHILE ALSO PROVIDING THEM WITH A UNIQUE EDUCATIONAL PROGRAM THAT STRENGTHENS MANY CORE SKILLS. INSPIRED BY PRESIDENT TRUMAN'S LEGACY OF LEADERSHIP AND DEVELOPED BY NATIONALLY RECOGNIZED EDUCATORS, THIS HANDS-ON HISTORY LAB IS THE TRUMAN LIBRARY'S FLAGSHIP EDUCATION PROGRAM. THE WHITE HOUSE DECISION CENTER'S SIMULATIONS IMMERSE STUDENTS IN AMERICAN HISTORY, GOVERNMENT, THE PRESIDENCY, AND HIGH-STAKES DECISION MAKING IN A TRULY UNIQUE SETTING, A RECREATION OF THE TRUMAN-ERA WEST WING OF THE WHITE HOUSE. TEACHERS HAVE DESCRIBED IT AS ONE OF THE MOST PROFOUND EDUCATIONAL EXPERIENCES IN THEIR STUDENTS' ACADEMIC CAREERS. COMMUNITY EDUCATION SCHOLARSHIPS - THE TRUMAN LIBRARY INSTITUTE IS COMMITTED TO PROVIDING AS MANY STUDENTS AS POSSIBLE WITH ACCESS TO THE TRUMAN LIBRARY. OVER THE PAST TWENTY YEARS, OUR SCHOLARSHIP FUND HAS GIVEN STUDENTS FROM ECONOMICALLY CHALLENGED SCHOOL DISTRICTS THE OPPORTUNITY TO VISIT AND EXPERIENCE THE TRUMAN LIBRARY'S EDUCATIONAL PROGRAMS AND EXHIBITIONS AT MINIMAL OR NO COST. GRANT SCHOLARSHIP FUNDS CAN BE USED TO COVER MUSEUM ADMISSIONS, WHITE HOUSE DECISION CENTER FEES, BUS TRANSPORTATION AND SUBSTITUTE TEACHER COSTS. READING LIKE A HISTORIAN SECOND, THIRD, AND FIFTH GRADE PROGRAM IS A MUSEUM-BASED, TRUMAN-FOCUSED, AND FIRST-OF-ITS-KIND INTERACTIVE EDUCATIONAL EXPERIENCE. THE STUDENTS INVESTIGATE THE TRUMAN LIBRARY'S MUSEUM EXHIBITS AS THEY STUDY THE THREE BRANCHES OF GOVERNEMENT, TRUMAN'S LEADERSHIP SKILLS, HIS MOMENTOUS DECISIONS AS PRESIDENT, AND HIS LASTING LEGACY. READING LIKE A HISTORIAN MIDDLE AND HIGH SCHOOL PROGRAM IS AN IN-CLASSROOM EXPERIENCE RATHER THAN A MUSEUM-BASED EXPERIENCE. MIDDLE AND HIGH SCHOOL TEACHERS ARE IMMERSED IN AN INTENSIVE WEEK OF CURRICULUM DEVELOPMENT. TEACHERS ARE PROVIDED WITH ACCESS TO EXPERTS IN THE SUBJECT AREA AND ARCHIVISTS TO ASSIST WITH CONTENT AND RESOURCES. ULTIMATELY, THIS PROGRAM PROVIDES TEACHERS WITH A TRUMAN CURRICULUM, COMPLETE INVESTIGATIVE UNITS, LESSON PLANS, AND RESOURCES. EACH UNIT IS DESIGNED TO DEVELOP STUDENTS' CRITICAL THINKING AND INVESTIGATIVE SKILLS AND USES PRIMARY SOURCE MATERIALS FROM THE TRUMAN LIBRARY TO TEACH THEM ABOUT HISTORY AND PRESIDENT TRUMAN. INSTITUTE FUNDS ALSO SPONSOR THE GREATER KANSAS CITY REGIONAL NATIONAL HISTORY DAY COMPETITION, CIVICS FOR ALL INCLUDING THE THREE BRANCHES OF GOVERNMENT, THE STUDENT INTERNSHIP PROGRAM, THE IN-CLASSROOM TRUMAN FOOTLOCKER PROGRAM, EDUCATOR WORKSHOPS, THE ANNUAL WEEK-LONG SUMMER TEACHER CONFERENCE, TEACHER LESSON PLANS, STUDENT RESOURCES AND RESEARCH FILE, AND A FALL PRESIDENTIAL TRIVIA CONTEST. THANKS TO GENEROUS DONOR SUPPORT, THE "EXPANDING PRESIDENT TRUMAN'S CLASSROOM FOR DEMOCRACY INITIATIVE" INCLUDES NEW DOCENT TRAINING, STUDENT AND TEACHER RESOURCE MATERIALS, CURRICULUM STANDARD REVIEWS AND NEW PROMOTIONAL BROCHURES AND VIDEOS. TRUMAN'S RESEARCH GRANTS PROGRAM CONTINUES TO ATTRACT TOP SCHOLARS AND EXPAND OUR UNDERSTANDING OF TRUMAN AND HIS CONSEQUENTIAL PRESIDENCY. SINCE OPENING IN 1959, THE LIBRARY'S RESEARCH ROOM HAS WELCOMED MORE THAN 15,000 HISTORIANS, WRITERS, AND SCHOLARS FROM MORE THAN 40 NATIONS. FROM THE BEGINNING AND TO THE PRESENT, THE INSTITUTE HAS PROVIDED MORE THAN $3.4 MILLION IN FINANCIAL SUPPORT TO RESEARCHERS. TODAY, RESEARCH GRANTS, AWARDS, AND FELLOWSHIPS PROVIDE CRUCIAL ASSISTANCE TO EMERGING AND ESTABLISHED SCHOLARS WHOSE CONTRIBUTIONS ILLUMINATE THE CRITICAL ISSUES OF TRUMAN'S PRESIDENCY AND LEGACY.DISSERTATION YEAR FELLOWSHIPS SUBSIDIZE A DOCTORAL STUDENT'S TEACHING OR EMPLOYMENT INCOME TO FACILITATE THE COMPLETION OF A DISSERTATION THAT INCLUDES HISTORICAL SCHOLARSHIP OF TRUMAN'S CAREER OR TIME PERIOD. THE SCHOLAR'S AWARD SUPPLEMENTS TEACHING OR EMPLOYMENT SALARIES FOR ESTABLISHED SCHOLARS WORKING ON SOME ASPECT OF TRUMAN OR PUBLIC AND FOREIGN POLICY ISSUES PROMINENT DURING HIS TIME. RESEARCH GRANTS, INCLUDING THE JOHN K. HULSTON SCHOLARSHIP, OFFSET THE COST OF CONDUCTING ONSITE RESEARCH AT THE TRUMAN LIBRARY. THE BIENNIAL HARRY S. TRUMAN BOOK AWARD RECOGNIZES THE BEST BOOK PUBLISHED WITHIN A TWO-YEAR PERIOD DEALING PRIMARILY AND SUBSTANTIALLY WITH TRUMAN OR THE HISTORY OF THE UNITED STATES DURING HIS PRESIDENCY.THE INSTITUTE AIMS TO FULFILL PRESIDENT TRUMAN'S WISHES FOR HIS LIBRARY BY ENSURING ACCESS TO HIS PAPERS AND THE STUDY OF THE PRESIDENCY. TO ACCOMPLISH HIS WISHES FOR TODAY AND THE FUTURE, THE INSTITUTE SPONSORS COLLECTION, PRESERVATION, CONSERVATION AND DIGITAL ARCHIVES SUPPORT. 530035 SEE SCHEDULE OPUBLIC OUTREACH PROGRAMS AND COMMUNITY EVENTS: WITH THE GOAL OF INFORMING AND ENGAGING LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL AUDIENCES, THE TRUMAN LIBRARY AND INSTITUTE PRESENT DISTINGUISHED AUTHORS, HISTORIANS, JOURNALISTS, AND DIGNITARIES IN LECTURES, PANEL DISCUSSIONS, AND SIGNATURE EVENTS. THROUGH THESE ACTIVITIES, THE LIBRARY AND INSTITUTE STRIVE TO INCREASE ATTENDANCE NUMBERS, VISIBILITY, AND ITS NETWORK OF FRIENDS, WHILE ALSO INSPIRING AUDIENCES TO PLAY A ROLE IN SHAPING OUR NATION'S FUTURE. PROGRAM PRESENTERS HAVE INCLUDED U.S. PRESIDENTS, SECRETARIES OF STATE AND DEFENSE, AMBASSADORS, SENATORS, CONGRESSMEN, AND GENERALS. INSTITUTE SIGNATURE PROGRAM EVENTS: - NOVEMBER 30, 2023 - THE ANNUAL HOWARD AND VIRGINIA BENNETT FORUM ON THE PRESIDENCY FEATURED ROBIN GIVHAN AS MODERATOR AND PANELISTS BRIGADIER GENERAL TERRENCE A. ADAMS, THE HONORABLE RICHARD GERGEL, AND DR. ADRIANE LENTZ-SMITH SPEAKING ON "TRUMAN AND CIVL RIGHTS" COMMEMORATING THE 1948 EXECUTIVE ORDER #9981 THAT DESEGREGATED THE U.S. ARMED FORCES. - FEBRUARY 1, 2024 BOOK EVENT IN PARTNERSHIP WITH RAINY DAY BOOKS FEATURING AWARD-WINNING JOURNALIST SIMON SHUSTER DISCUSSING HIS NEW BOOK, "THE SHOWMAN: INSIDE THE INVASION THAT SHOOK THE WORLD AND MADE A LEADER OF VOLODYMYR ZELENSKY," IN CONVERSATION WITH AUTHOR AND JOURNALIST DAVID VON DREHLE. - APRIL 18, 2024 WILD ABOUT HARRY GALA REVENUES SURPASSED MORE THAN $1,000,000 FOR THE SECOND YEAR IN A ROW! IN-PERSON ATTENDANCE WAS ESTIMATED AT 800. AWARD-WINNING JOURNALIST EVAN THOMAS WAS THE KEYNOTE SPEAKER. RETIRED U.S. SENATOR ROY BLUNT WAS THE HARRY S. TRUMAN LEGACY OF LEADERSHIP HONOREE. - JUNE 12, 2024 BOOK EVENT IN PARTNERSHIP WITH RAINY DAY BOOKS FEATURING NOTED AUTHOR AND HISTORIAN DORIS KEARNS GOODWIN DISCUSSING HER NEW BOOK "AN UNFINISHED LOVE STORY: A PERSONAL HISTORY OF THE 1960S" IN CONVERSATION WITH AUTHOR AND JOURNALIST DAVID VON DREHLE. - SEPTEMBER 20, 2024 BOOK EVENT THE 2024 TRUMAN BOOK AWARD WINNER STEVE DRUMMONGD GAVE A PUBLIC PROGRAM ON HIS BOOK "THE WATCHDOG: HOW THE TRUMAN COMMITTEE BATTLED CORRUPTION AND HELPED WIN WORLD WAR II."75TH ANNIVERSARY OF THE TRUMAN PRESIDENCY COMMEMORATIVE EVENTS: - APRIL 3, 2024 TRUMAN STATUE INSTALLATION EVENT. THIS SPECIAL ANNIVERSARY EVENT HONORED PRESIDENT TRUMAN'S ROLE IN CREATING THE NORTH ATLANTIC TREATY ORGANIZATION (NATO) IN 1949. A SECOND CASTING OF AN 8-FOOT BRONZE STATUE OF PRESIDENT TRUMAN, CREATED BY MISSOURI ARTIST TOM CORBIN, WAS UNVEILED TO GREAT FANFARE WITH MORE THAN 150 ATTENDING. REPRESENTATIVES FROM ALL 32 PARTICIPATING NATO NATIONS WERE IN ATTENDANCE INCLUDING AMBASSADOR JULIANNE SMITH, SECRETARY OF STATE ANTONY BLINKEN, NATO SECRETARY GENERAL JENS STOLTENBERG, AND TRUMAN'S ELDEST GRANDSON CLIFTON TRUMAN DANIEL. THE STATUE WAS GIFTED TO THE STATE DEPARTMENT/TRUMAN HALL BY THE TRUMAN LIBRARY INSTITUTE. ITS PERMANENT PLACE OF HONOR IS AT TRUMAN HALL, THE OFFICIAL RESIDENCE OF THE U.S. AMBASSADOR TO NATO, IN BRUSSELS, BELGIUM. - JUNE 4, 2024 NATO ANNIVERSARY EVENT, IN PARTNERSHIP WITH KANSAS UNIVERSITY'S DOLE INSTITUTE AND THE EISENHOWER PRESIDENTIAL LIBRARY, FEATURING ADMIRAL ROB BAUER, CHAIRMAN, NATO MILITARY COMMITTEE. - JULY 9-11, 2024 THE 2024 SUMMIT OF THE NORTH ATLANTIC TREATY ORGANIZATION WAS HELD IN WASHINGTON, D.C. NATO LEADERS GATHERED TO COMMEMORATE THE ANNIVERSARY OF THE SIGNING OF THE TREATY IN 1949 AND TO SET THE STRATEGIC DIRECTION FOR THE FUTURE OF THE ALLIANCE. THE INSTITUTE WAS DEEPLY HONORED TO BE CHOSEN AS ONE OF ONLY A HANDFUL OF U.S.-BASED INSTITUTIONAL PARTNERS FOR THE PUBLIC FORUM PORTION. AT THE CLOSING OF THE SUMMIT, A SPECIAL PUBLIC EVENT WAS HELD AT THE NATIONAL ARCHIVES ON JULY 11 AND WAS CO-PRESENTED WITH THE CENTER FOR A NEW AMERICAN SECURITY. THIS PROGRAM BEGAN WITH A WELCOME BY PRESIDENT TRUMAN'S ELDEST GRANDSON CLIFTON TRUMAN DANIEL AND FEATURED A KEYNOTE ADDRESS BY CHAIRMAN OF THE JOINT CHIEFS OF STAFF GENERAL CHARLES Q. BROWN, JR. SPECIAL GUEST ADMIRAL ROB BAUER, CHAIR OF THE MILITARY COMMITTEE OF NATO, ALSO PROVIDED PROGRAM REMARKS. ADDITIONALLY, THE NEW YORK TIMES' STEVEN ERLANGER MODERATED A PANEL CONVERSATION WITH ADAM HOWARD, MARY ELISE SAROTTE, AND STEPHEN WERTHEIM ON NATO'S HISTORY, ACHIEVEMENTS, AND ONGOING CHALLENGES. DURING FISCAL YEAR 2024, HUNDREDS OF THOUSANDS OF PEOPLE WERE REACHED VIA IN-PERSON PROGRAMMING, WEBCASTS, RADIO INTERVIEWS, TELEVISION BROADCASTS, E-NEWS, AND SOCIAL MEDIA INITIATIVES. 52012 SEE SCHEDULE OTEMPORARY EXHIBITIONS: "UPSET! HARRY TRUMAN AND THE 1948 ELECTION" ALLOWS VISITORS TO TRAVEL BACK IN TIME TO SEE HOW THE MOST STUNNING SURPRISE IN U.S. PRESIDENTIAL HISTORY CAME ABOUT. THE EXHIBITION, WHICH INCLUDES MORE THAN 100 ARTIFACTS, ORIGINAL POLITICAL CARTOONS, INTERACTIVE DISPLAYS, VINTAGE CAMPAIGN MEMORABILIA, DIARY ENTRIES, HISTORIC PHOTOGRAPHS AND NEWSREEL FOOTAGE, OPENED MAY 30, 2024, AND RUNS THROUGH FEBRUARY 1, 2025. PERMANENT EXHIBITION: THE RECENTLY RENOVATED $29 MILLION MUSEUM EXHIBITION SIGNIFICANTLY ENHANCES THE VISITOR EXPERIENCE. AN EXPANSION TO THE LIBRARY'S EAST SIDE REORIENTS THE MUSEUM ENTRANCE, PLACING A DRAMATIC EMPHASIS ON THE COURTYARD AND THE TRUMANS' GRAVESITES. NOW CONCENTRATED ENTIRELY ON ONE FLOOR, THE NEW "HARRY S. TRUMAN: AN ORDINARY MAN, HIS EXTRAORDINRY JOURNEY" IS A 12,400-SQUARE-FOOT PERMANENT EXHIBITION THAT FOCUSES ON TRUMAN'S LIFE BEFORE, DURING, AND AFTER HIS PRESIDENCY WITH TECHNOLOGICAL UPGRADES, HANDS-ON INTERACTIVE ELEMENTS, NEVER-BEFORE-SEEN ARTIFACTS, UPDATED SCHOLARSHIP, AND A COMPREHENSIVE EDUCATIONAL STRATEGY. THE FIRST-FLOOR EXHIBITION INCLUDES 230 ARTIFACTS PLUS SEVERAL HUNDRED FACSIMILES OF DOCUMENTS, LETTERS, AND HANDWRITTEN MATERIALS. HIGHLIGHTS INCLUDE:- IMMERSIVE SOUND-AND-LIGHT THEATERS DEPICTING WORLD WAR I AND THE COLD WAR- 14-FOOT INTERACTIVE GLOBE EXPLORING THE HARD PROBLEMS OF PEACE FOLLOWING WORLD WAR II- EXPANDED INSIGHT ON TRUMAN'S LEADERSHIP ON CIVIL RIGHTS AND THE RECOGNITION OF ISRAEL- FRESH PERSPECTIVE ON TRUMAN'S FAMILY, INCLUDING BESS TRUMAN'S ROLE AS ADVISOR AND CONFIDANTE- LOYALTY REVIEW BOARD ROLE-PLAYING GAME WHERE PLAYERS UNCOVER GOVERNMENT DISLOYALTY DURING THE RED SCARE- INCREASED STORYTELLING AND NEVER-BEFORE-SEEN ARTIFACTS FROM THE KOREAN WARTRAVELING EXHIBITIONS AVAILABLE FOR SHOWING: - HARRY S. TRUMAN AND THE BIRTH OF ISRAEL ONE OF THE MOST DEFINING MOMENTS OF PRESIDENT TRUMAN'S TENURE WAS HIS EXECUTIVE ACTION TO EXTEND DE FACTO DIPLOMATIC RECOGNITION TO THE STATE OF ISRAEL ON MAY 14, 1948, JUST 11 MINUTES AFTER THAT NATION DECLARED INDEPENDENCE. THIS EXHIBIT EXPLORES THE HISTORICAL, CULTURAL, AND PERSONAL FACTORS THAT WENT INTO THE DECISION, WHICH WAS AN EXTREMELY CONTENTIOUS ISSUE AMONG TRUMAN'S CABINET AND ADVISORS. - HARRY S. TRUMAN: KANSAS CITY'S COMMANDER IN CHIEF THIS EXHIBIT EXPLORES THE CHALLENGES PRESIDENT TRUMAN FACED, THE DECISIONS HE MADE THAT SHAPED OUR DEMOCRACY, AND THE MILESTONES THAT SEALED HIS PLACE IN HISTORY AS ONE OF OUR NATION'S GREATEST PRESIDENTS. - TO SECURE THESE RIGHTS: HARRY TRUMAN AND CIVIL RIGHTS HARRY TRUMAN BECAME THE FIRST PRESIDENT TO AUTHORIZE A CIVIL RIGHTS COMMITTEE, SPEAK BEFORE THE NAACP, CALL FOR ANTI-LYNCHING LAWS AND AN END TO POLL TAXES. WHEN CONGRESS FAILED TO ACT, TRUMAN ISSUED EXECUTIVE ORDERS #9980 AND #9981, DESEGREGATING THE ARMED FORCES AND CIVILIAN GOVERNMENT WORKFORCE. THIS EXHIBIT EXPLORES THE NATION'S STRUGGLE TO SAFEGUARD CONSTITUTIONAL RIGHTS. 2173229 45386 PUBLIC RELATIONS AND ADVERTISING, TRU MAGAZINE, PROGRAM PERSONNEL, VOLUNTEER AND INTERN PROGRAM, MUSEUM ARTIFACT/DOCUMENT ACQUISITION, PREVENTATIVE MAINTENANCE, CAPITAL IMPROVEMENTS, MISC, WEBSITE DESIGN AND HOSTING. 2173229 45386 3033663 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 59 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X LISA SULLIVAN 8164001212 5151 TROOST AVENUE KANSAS CITY MO 64110 MORGAN A BURDEN EXECUTIVE DIRECTOR/EX OFFICIO DIRECTOR 40.00 X X 322000 0 80795 PATRICK OTTENSMEYER CHAIRMAN/DIRECTOR 1.00 X X 0 0 0 MADELEINE MCDONOUGH VICE CHAIR/ACTING CHAIRMAN/DIRECTOR 1.00 X X 0 0 0 LISA HARDWICK SECRETARY/DIRECTOR 1.00 X X 0 0 0 THOMAS R WILLARD TREASURER/DIRECTOR 1.00 X X 0 0 0 CHRISTOPHER D BARTON DIRECTOR 1.00 X 0 0 0 MERILYN BERENBOM DIRECTOR 1.00 X 0 0 0 PAUL M BLACK DIRECTOR 1.00 X 0 0 0 DAVID CAMPBELL DIRECTOR 1.00 X 0 0 0 DAN CRUMB DIRECTOR 1.00 X 0 0 0 CLIFTON TRUMAN DANIEL HONORARY CHAIR 1.00 X 0 0 0 JOSH EARNEST DIRECTOR 1.00 X 0 0 0 KARI FREDERICKSON DIRECTOR 1.00 X 0 0 0 KURT GRAHAM EX OFFICIO DIRECTOR 1.00 X 0 0 0 HARVEY L KAPLAN DIRECTOR 1.00 X 0 0 0 CHARLOTTE KEMPER BLACK DIRECTOR 1.00 X 0 0 0 JEFFREY B KRAMER DIRECTOR 1.00 X 0 0 0 KAY MARTIN DIRECTOR 1.00 X 0 0 0 BRIDGET MCCANDLESS DIRECTOR 1.00 X 0 0 0 ERIES LG MENTZER DIRECTOR 1.00 X 0 0 0 CHRISTOPHER NELSON DIRECTOR 1.00 X 0 0 0 LEIGH NOTTBERG DIRECTOR 1.00 X 0 0 0 KAREN D PACK DIRECTOR 1.00 X 0 0 0 JASON C PARKER DIRECTOR 1.00 X 0 0 0 BRUCE A REED DIRECTOR 1.00 X 0 0 0 JAMES D RINE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER ROSSON DIRECTOR 1.00 X 0 0 0 ADAM P SACHS DIRECTOR 1.00 X 0 0 0 DONALD L SCOTT DIRECTOR 1.00 X 0 0 0 NEAL SHARMA DIRECTOR 1.00 X 0 0 0 MARNY SHERMAN DIRECTOR 1.00 X 0 0 0 MEYER SOSLAND DIRECTOR 1.00 X 0 0 0 EILEEN WEIR DIRECTOR 1.00 X 0 0 0 LISA A SULLIVAN CFO/CAO 40.00 X 127599 0 22022 449599 0 102817 8 0 1 0 JE DUNN CONSTRUCTION COMPANY INC 1001 LOCUST STREET KANSAS CITY MO 64106 CONSTRUCTION 1900000 FUND RAISING STRATEGIES INC 1420 SPRING HILL RD MCLEAN VA 22102 FUNDRAISING 1116365 OLIN PARTNERSHIP LTD 1617 JOHN F KENNEDY BLVD SUITE 19 PHILADELPHIA PA 19103 LANDSCAPE DESIGN 495073 STRATEGIC CAPITOL CONSULTING 18500 EDISON AVE SUITE 200 CHESTERFIELD MO 63005 FUNDRAISING 248000 ALPINE-LITHO GRAPHICS INC 8640 TROOST AVE KANSAS CITY MO 64131 PRINTING 197358 5 290378 968956 1948769 2071391 7118 5279494 WHITE HOUSE DECISION CENTER REVEN 611710 63635 63635 63635 503483 503483 15572439 15526207 46232 46232 46232 63998 968956 231520 -167522 -167522 MISCELLANEOUS INCOME 900099 45386 45386 45386 5770708 109021 0 382193 X 98084 98084 7142 7142 593112 227671 255432 110009 647009 452364 11275 183370 42032 27849 814 13369 224492 111788 25241 87463 74994 42295 14861 17838 19512 19512 33350 33350 48000 48000 52290 52290 120232 120232 491869 491869 144428 8638 106882 28908 19004 19004 18338 18338 18785 18785 FUNDRAISING OTHER DIREC 1355583 1355583 CAPITAL PROJECTS 681940 681940 PUBLIC PROGRAMS 530036 530036 TRU MAGAZINE PUBLICATIO 66896 66896 288999 268087 20912 5576127 3033663 677012 1865452 109257 257275 1402700 528189 149164 114074 18639 35090 15614887 19878434 196071 147124 17341554 20846112 389058 268129 109568 128826 147124 771928 645750 1168883 X 9037048 10814551 7658756 8862678 16695804 19677229 17341554 20846112 194581 2786844 0 X 0 1 X 1 0 X 12435971 9009211 3033440 5545483 5283492 35307597 12435971 9009211 3033440 5545483 5283492 35307597 3277322 32030275 287379 213316 297506 406282 503483 1707966 37015563 320065 0.86530 0.83860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8493304 1974035 163320 10304019 8114274 1023762 644732 8493304 10653302 40000 -1956709 622319 8114274 8402024 1095000 1601233 444955 10653302 8091633 25000 668952 383561 8402024 0.37360 0.37390 0.25250 1 0 57386 51894 5492 91778 62180 29598 35090 LONG-TERM PORTION OF OPERATING LEASE LIABILITY 95816 CONDITIONAL CONTRIBUTIONS RECEIVED IN ADVANCE 676112 771928 8789072 2786844 231520 3018364 5770708 0 5770708 5807647 231520 231520 5576127 0 5576127 PART V, LINE 4: THE INTENDED PURPOSE OF THE ENDOWMENT IS TO CONTINUE TO PROVIDE CONTINUOUS SUPPORT TO THE INSTITUTE, THE HARRY S. TRUMAN LIBRARY AND MUSEUM, AND TO PROMOTE THE LEGACY OF HARRY S. TRUMAN. THE INSTITUTE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PRESERVE AND ENHANCE THE PURCHASING POWER OF THE ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED ENDOWMENT FUNDS THE INSTITUTE MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PERIODS, AS WELL AS THOSE OF BOARD DESIGNATED ENDOWMENT FUNDS. UNDER THE INSTITUTE'S POLICIES, ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE A MODERATE RETURN WHILE ASSUMING A MINIMAL LEVEL OF INVESTMENT RISK. THE INSTITUTE HAS A POLICY (THE SPENDING POLICY) OF APPROPRIATING FOR EXPENDITURES EACH YEAR: AN AMOUNT EQUAL TO 4% OF THE TRAILING 12-QUARTER AVERAGE MARKET VALUE OF THE ASSETS IN THE VARIOUS ENDOWMENT AND OTHER FUND ACCOUNTS THAT ARE SUBJECT TO THE INSTITUTE'S STATEMENT OF INVESTMENT POLICY AND OBJECTIVE WILL BE DISTRIBUTED ANNUALLY TO SUPPORT THE INSTITUTE'S BUDGETED EXPENDITURES. THIS DISTRIBUTION PERCENTAGE WILL BE APPLIED PURSUANT TO THE ABOVE FORMULA TO EACH INDIVIDUAL ACCOUNT NOT SUBJECT TO INCOME RESTRICTIONS OR OTHER PAYOUT AGREEMENTS, WHICH WOULD SUPERCEDE THE DISTRIBUTION POLICY. KEMPTON ENDOWMENT: PER THE TERMS OF GRETA KEMPTON'S 1991 WILL, 25% OF HER ESTATE GIFT WAS USED BY THE INSTITUTE FOR ITS GENERAL PURPOSES. THE REMAINING 75% CORPUS IS HELD IN A PERMANENTLY RESTRICTED ENDOWMENT FUND WITH THE INCOME THERE FROM TO BE USED BY THE INSTITUTE FOR ITS GENERAL PURPOSES. THE UNRESTRICTED INVESTMENT INCOME CAN BE EXPENDED DURING THE FISCAL YEAR FOR PURPOSES DEEMED APPROPRIATE AND NECESSARY BY THE INSTITUTE'S BUDGET, FINANCE AND INVESTMENT COMMITTEE. JOHNSTON ENDOWMENT: TERMS STATE THAT THE CORPUS IS PERMANENTLY RESTRICTED. INVESTMENT INCOME IS TEMPORARILY RESTRICTED TO SUBSIDIZE EXPENSES ASSOCIATED WITH THE ANNUAL "HOWARD AND VIRGINIA BENNETT FORUM ON THE PRESIDENCY." ADDITIONALLY, INVESTMENT INCOME CAN BE EXPENDED TO SUPPORT AN ANNUAL ARCHIVAL RESEARCH INTERNSHIP. BOARD-DESIGNATED ENDOWMENT FUND, WHICH RESULTS FROM AN INTERNAL DESIGNATION, IS NOT DONOR-RESTRICTED AND IS CLASSIFIED AS UNRESTRICTED NET ASSETS. UP TO 5% OF THE FUND'S PRINCIPAL CAN BE EXPENDED ON AN ANNUAL BASIS. THESE ASSETS MAY BE EARMARKED FOR FUTURE PROGRAMS, PURCHASE OR CONSTRUCTION OF FIXED ASSETS, CONTINGENCIES OR OTHER USES AS DETERMINED BY THE INSTITUTE'S EXECUTIVE COMMITTEE OR BOARD OF DIRECTORS WITH PRIOR RECOMMENDATION FROM THE BUDGET, FINANCE AND INVESTMENT COMMITTEE. SPECIAL EXCEPTIONS TO THIS POLICY TO ALLOW FURTHER REDUCTION OF THE PRINCIPAL WILL BE APPROVED BY A FORMAL VOTE OF THE INSTITUTE'S BOARD OF DIRECTORS. HULSTON FAMILY ENDOWMENT: IN FY13, THE HULSTON FAMILY FOUNDATION DONATED $50,000 TO THE INSTITUTE FOR THE PURPOSE OF ESTABLISHING A PERMANENTLY RESTRICTED ENDOWMENT FUND. THE TERMS AND CONDITIONS ESTABLISHED WITH THE DONOR STIPULATE THAT THE INITIAL $50,000 GIFT WILL BE PRESERVED IN PERPETUITY WHILE THE INVESTMENT INCOME WILL BE USED TO FUND A SPECIAL $2,500 JOHN K. HULSTON SCHOLARSHIP ON AN ANNUAL BASIS. WHEN NECESSARY, THE INSTITUTE AGREES TO SUPPLEMENT THE INVESTMENT PROCEEDS FROM THE HULSTON ENDOWMENT FUND WITH GENERAL UNRESTRICTED FUNDS TO ENSURE THAT THIS GRANT IS AVAILABLE EACH YEAR. HUNKELER FAMILY ENDOWMENT: IN FY18, THE HUNKELER FAMILY ESTABLISHED A PERMANENTLY RESTRICTED $350,000 ENDOWMENT FUND. THE TERMS AND CONDITIONS ESTABLISHED WITH THE DONOR STIPULATE THAT THE $350,000 GIFT WILL BE USED TO ENDOW THE INSTITUTE'S SCHOLAR'S AWARD AND THE TRUMAN BOOK AWARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 231,520. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 231,520. 0 0 0 0 0 0 0 0 0 0 RESEARCH GRANT EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 1 3571 CHECK, WIRE TRANSFER RESEARCH GRANT EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 1 3571 CHECK, WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: AS PART OF OUR MISSION, TRUMAN LIBRARY INSTITUTE GRANTS & AWARDS ARE GIVEN FOR THE PURPOSE OF SUPPORTING SCHOLARSHIP BASED ON SOME ASPECT OF THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. SELECTION IS MADE BY THE INSTITUTE'S COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION. FUNDING DECISIONS, VIA AN APPLICATION PROCESS, ARE BASED ON QUALITY, ORIGINALITY, SIGNIFICANCE OF THE PROJECT AND ITS RELATIONSHIP TO THE EXSITING TRUMAN HISTORIOGRAPHY, AND TWO LETTERS OF REFERENCE. RESEARCH GRANTS, AWARDED BIANNUALLY IN APRIL AND OCTOBER, REQUIRE TRAVEL TO THE TRUMAN LIBRARY FOR STUDY OF ITS ARCHIVAL COLLECTIONS. ONE-TIME PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE UPON COMPLETION OF THE RESEARCH TRIP AND DO NOT REQUIRE ANY FURTHER MONITORING. THE SPRING ROUND OF RESEARCH GRANTS INCLUDES THE AWARD OF ONE ENDOWED JOHN K. HULSTON SCHOLARSHIP, WHICH PROVIDES $2,500 TO SUPPORT RESEARCH FOR A SINGLE PROJECT REQUIRING TRAVEL TO THE TRUMAN LIBRARY AND ADDITIONAL ARCHIVAL REPOSITORIES. CONVENTIONAL RESEARCH GRANT GUIDELINES AND EXPECTATIONS APPLY; HOWEVER, APPLICANTS ARE ALSO REQUIRED TO SUBMIT A DETAILED PROJECT BUDGET OUTLINING THE ADDITIONAL REPOSITORIES TO BE CONSULTED AND HOW MATERIALS AT THOSE REPOSITORIES FIT INTO THE LARGER PROJECT. DECISIONS REGARDING SELECTION OF DISSERTATION YEAR FELLOWSHIP AND SCHOLAR'S AWARD WINNERS ARE MADE VIA A SIMILAR APPLICATION PROCESS. DISSERTATION YEAR FELLOWSHIP PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE IN TWO INSTALLMENTS. SCHOLAR'S AWARD PAYMENTS CAN BE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE OR THEIR INSTITUTION AND ARE PAYABLE IN TWO INSTALLMENTS. AWARDEES ARE REQUIRED TO SUBMIT A PROGRESS REPORT ON THE WORK DONE NO LATER THAN SIX MONTHS FROM ISSUANCE OF THE SECOND INSTALLMENT. AWARDEES AGREE TO THE STIPULATION TO PROVIDE THE TRUMAN LIBRARY WITH COPIES OF ANY PUBLICATION RESULTING FROM RESEARCH SUPPORTED BY ONE OF THE INSTITUTE'S GRANTS OR AWARDS. THE HARRY S. TRUMAN BOOK AWARD IS GIVEN IN RECOGNITION OF THE BEST BOOK PUBLISHED WITHIN A TWO-YEAR PERIOD THAT DEALS PRIMARILY AND SUBSTANTIALLY WITH THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. PUBLISHERS ARE REQUIRED TO SUBMIT FIVE COPIES OF AN APPROPRIATE ENTRY TO THE COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION FOR EVALUATION AND AWARD SELECTION. AWARDS ARE GIVEN IN EVEN-NUMBERED YEARS. ONE-TIME PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE AND REQUIRE NO FURTHER MONITORING. X X X X X X X 0 FUND RAISING STRATEGIES INC 1420 SPRING HILL RD MCLEAN VA 22102 FUNDRAISING 1 1615900 1234197 381703 STRATEGIC CAPITOL CONSULTING 18500 EDISON AVE SUITE 200 CHESTERFIELD MO 63005 FUNDRAISING 0 0 48000 48000 1615900 1282197 429703 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WI WV WILD ABOUT HARRY 1032954 968956 63998 109021 5600 116899 1032954 968956 63998 109021 5600 116899 231520 -167522 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE INSTITUTE HAS ENGAGED FUND RAISING STRATEGIES, INC. (FRS) TO CONDUCT ITS NATIONAL DIRECT MAIL MARKETING INITIATIVE PER A FEE-BASED AGREEMENT. FRS DEPOSITS RAISED FUNDS INTO A MANAGED BANK DEPOSIT ACCOUNT BUT DOES NOT HAVE THE ABILITY TO DIRECT THE USE OF THE DEPOSITED FUNDS. STRATEGIC CAPITOL CONSULTING FUNDRAISES FOR THE PURPOSE OF SECURING CONDITIONAL FUNDS FROM THE STATE OF MISSOURI. THESE CONDITIONAL FUNDS ARE USED ON BEHALF OF THE HARRY S. TRUMAN LIBRARY AND MUSEUM LOCATED IN INDEPENDENCE, MISSOURI AND THE HARRY S. TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS LOCATED IN KANSAS CITY, MISSOURI. 1 DISSERTATION YEAR FELLOWSHIP 2 40000 RESEARCH GRANT 15 23084 SCHOLAR'S AWARD 1 30000 TRUMAN BOOK AWARD 1 5000 PART I, LINE 2: AS PART OF OUR MISSION, TRUMAN LIBRARY INSTITUTE GRANTS & AWARDS ARE GIVEN FOR THE PURPOSE OF SUPPORTING SCHOLARSHIP BASED ON SOME ASPECT OF THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. SELECTION IS MADE BY THE INSTITUTE'S COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION. FUNDING DECISIONS, VIA AN APPLICATION PROCESS, ARE BASED ON QUALITY, ORIGINALITY, SIGNIFICANCE OF THE PROJECT AND ITS RELATIONSHIP TO THE EXSITING TRUMAN HISTORIOGRAPHY, AND TWO LETTERS OF REFERENCE. RESEARCH GRANTS, AWARDED BIANNUALLY IN APRIL AND OCTOBER, REQUIRE TRAVEL TO THE TRUMAN LIBRARY FOR STUDY OF ITS ARCHIVAL COLLECTIONS. ONE-TIME PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE UPON COMPLETION OF THE RESEARCH TRIP AND DO NOT REQUIRE ANY FURTHER MONITORING. THE SPRING ROUND OF RESEARCH GRANTS INCLUDES THE AWARD OF ONE ENDOWED JOHN K. HULSTON SCHOLARSHIP, WHICH PROVIDES $2,500 TO SUPPORT RESEARCH FOR A SINGLE PROJECT REQUIRING TRAVEL TO THE TRUMAN LIBRARY AND ADDITIONAL ARCHIVAL REPOSITORIES. CONVENTIONAL RESEARCH GRANT GUIDELINES AND EXPECTATIONS APPLY; HOWEVER, APPLICANTS ARE ALSO REQUIRED TO SUBMIT A DETAILED PROJECT BUDGET OUTLINING THE ADDITIONAL REPOSITORIES TO BE CONSULTED AND HOW MATERIALS AT THOSE REPOSITORIES FIT INTO THE LARGER PROJECT. DECISIONS REGARDING SELECTION OF DISSERTATION YEAR FELLOWSHIP AND SCHOLAR'S AWARD WINNERS ARE MADE VIA A SIMILAR APPLICATION PROCESS. DISSERTATION YEAR FELLOWSHIP PAYMENTS ARE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE IN TWO INSTALLMENTS. SCHOLAR'S AWARD PAYMENTS CAN BE DISBURSED DIRECTLY AND PAYABLE TO THE AWARDEE OR THEIR INSTITUTION AND ARE PAYABLE IN TWO INSTALLMENTS. AWARDEES ARE REQUIRED TO SUBMIT A PROGRESS REPORT ON THE WORK DONE NO LATER THAN SIX MONTHS FROM ISSUANCE OF THE SECOND INSTALLMENT. AWARDEES AGREE TO THE STIPULATION TO PROVIDE THE TRUMAN LIBRARY WITH COPIES OF ANY PUBLICATION RESULTING FROM RESEARCH SUPPORTED BY ONE OF ITS GRANTS OR AWARDS. THE HARRY S. TRUMAN BOOK AWARD IS GIVEN IN RECOGNITION OF THE BEST BOOK PUBLISHED WITHIN A TWO-YEAR PERIOD THAT DEALS PRIMARILY AND SUBSTANTIALLY WITH THE LIFE AND CAREER OF HARRY S. TRUMAN OR OF THE PUBLIC AND FOREIGN POLICY ISSUES WHICH WERE PROMINENT DURING THE TRUMAN ADMINISTRATION. PUBLISHERS ARE REQUIRED TO SUBMIT FIVE COPIES OF AN APPROPRIATE ENTRY TO THE COMMITTEE ON RESEARCH, SCHOLARSHIP AND EDUCATION FOR EVALUATION AND AWARD SELECTION. AWARDS ARE GIVEN IN EVEN-NUMBERED YEARS. ONE-TIME PAYMENTS ARE DISPERSED DIRECTLY AND PAYABLE TO THE AWARDEE AND REQUIRE NO FURTHER MONITORING. X X X 0 0 0 0 0 0 0 0 0 MORGAN A BURDEN EXECUTIVE DIRECTOR/EX OFFICIO DIRECT 322000 0 0 0 0 0 22925 0 57870 0 402795 0 0 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: OUR MISSION IS TO BRING THE LIFE AND LEGACY OF HARRY S. TRUMAN TO BEAR ON CURRENT AND FUTURE GENERATIONS THROUGH THE UNDERSTANDING OF HISTORY, THE PRESIDENCY, DOMESTIC AND FOREIGN POLICY, AND CITIZENSHIP. OUR VISION IS TO INSPIRE, ENRICH, AND EMPOWER PEOPLE THROUGH THE MANY RESOURCES OF THE HARRY S. TRUMAN PRESIDENTIAL LIBRARY AND MUSEUM. EACH YEAR, MUSEUM VISITORS, PROGRAM PARTICIPANTS, RESEARCHERS, STUDENTS, AND TEACHERS BENEFIT FROM WORLD-CLASS MUSEUM EXHIBITS, NATIONALLY ACCLAIMED EDUCATION PROGRAMS, PUBLIC OUTREACH PROGRAMS, RESEARCH GRANTS, AND MORE. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S BUDGET, FINANCE, AND INVESTMENT COMMITTEE AND ALSO ALL ACCOUNTING PERSONNEL. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S BUDGET, FINANCE, AND INVESTMENT COMMITTEE AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C AT THE TIME OF HIRE OR ELECTION (IN THE CASE OF DIRECTORS) AND ANNUALLY HEREAFTER, THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES SHALL PROVIDE THE APPLICABLE CONFLICT OF INTEREST DISCLOSURES WHICH WILL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH IT IS BELIEVED A CONFLICT MAY ARISE. IF A CONFLICT ARISES, THE OFFICER, DIRECTOR, OR KEY EMPLOYEE ABSTAINS FROM THE VOTE OF THE CONFLICTED TRANSACTION. AN APPROPRIATE REPORT SHALL BE SUBMITTED TO THE BOARD'S EXECUTIVE COMMITTEE CONCERNING ANY CONFLICT OF INTEREST DISCLOSED FOR MONITORING. FORM 990, PART VI, SECTION B, LINE 15 THE TRUMAN LIBRARY INSTITUTE UTILIZES THE FOLLOWING: 1. COLLECTION AND USE OF COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS OR INSTITUTIONS WHICH CAN INCLUDE LOCAL AND REGIONAL NONPROFITS AND MUSEUMS, AS WELL AS REGIONAL AND NATIONAL PRESIDENTIAL LIBRARY FOUNDATIONS. BASE SALARIES WILL BE POSITIONED TO QUALIFICATIONS, EXPERIENCE, PERFORMANCE AND TENURE. 2. THE BOARD CHAIR, IN CONSULTATION WITH THE TREASURER, WILL DETERMINE THE TOTAL COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR SHALL MAKE RECOMMENDATIONS FOR THE SALARIES AND INCENTIVE PAYMENTS FOR OTHER EXECUTIVES OR SALARIED EMPLOYEES. THESE AGGREGATE AMOUNTS WILL BE PROVIDED ANNUALLY TO THE BUDGET, FINANCE AND INVESTMENT COMMITTEE, THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS FOR APPROVAL VIA THE ANNUAL FISCAL YEAR BUDGET PROCESS OR ANY SUBSEQUENT BUDGET AMMENDMENT REQUESTS THAT MAY FOLLOW. 3. THE INSTITUTE WILL RETAIN CONCURRENT WRITTEN OR ELECTRONIC DOCUMENTATION OF COMPENSATION DECISIONS AS THEY ARE MADE THAT WILL INCLUDE THE FOLLOWING INFORMATION: A) THE TERMS OF THE COMPENSATION AND THE DATE IT WAS APPROVED; B) THE COMPARABILITY DATA; C) APPROVAL OF THE BOARD CHAIR FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E EDUCATION: PROGRAM SERVICE EXPENSES 66,879. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,879. WHITE HOUSE DECISION CENTER: PROGRAM SERVICE EXPENSES 62,304. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,304. EXHIBITS: PROGRAM SERVICE EXPENSES 52,012. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,012. SUMMER TEACHER INSTITUTE: PROGRAM SERVICE EXPENSES 47,227. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,227. PREVENTATIVE MAINTENCE: PROGRAM SERVICE EXPENSES 33,641. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,641. ANNUAL MEMBERSHIP PROGRAMS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 20,912. TOTAL EXPENSES 20,912. VOLUNTEER/INTERN SERVICES: PROGRAM SERVICE EXPENSES 5,145. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,145. CONTINGENCY/OTHER: PROGRAM SERVICE EXPENSES 879. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 879.