2024-11-14T12:57:24+00:00 2023-12-31 440160260 Forvis Mazars LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990PF 2023-01-01 454047901 Marion and Henry Bloch Family Foundation MARI 8168544361 4801 Main Street Ste 400 Kansas City MO 64112 David Miles President 2024-11-14 true true Michael Engle P00482834 8162216300 2024-11-15 2023 2024-10-15 13:58:12Z X 612140854 X 3192950 257947 2068297 10398340 14622854 16334294 68820563 18524796 0 0 0 3289 3596157 0 30186820 38812104 0 274013 48226 225787 562630 99023 461916 95600 16826 78774 5469 180 0 4750 67213 4807 0 20164 6054727 6049280 0 3268 590472 407841 0 41004 31130 0 0 127462 6373 121089 2167 108 1950 341710 5162 0 334850 8152593 6637826 0 1293552 29717920 29718000 37870513 6637826 0 31011552 -7683693 32174278 0 214041 987191 987191 28388811 23520907 23520907 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 536916195 584333577 584333577 385167 79625 336672 305542 305542 40778 2993637 2993637 565896497 612140854 612140854 0 0 0 0 0 0 X 565896497 612140854 565896497 612140854 565896497 612140854 565896497 -7683693 53928050 612140854 0 612140854 PUBLICLY TRADED SECURITIES (35029 ST) P 2023-01-01 2023-12-31 9628054 9562584 65470 0 65470 PUBLICLY TRADED SECURITIES (35029 LT) P 2022-01-01 2023-12-31 34229813 36684107 -2454294 0 -2454294 PUBLICLY TRADED SECURITIES (35029 CG) P 2023-01-01 2023-12-31 484041 484041 0 484041 PUBLICLY TRADED SECURITIES - WELLINGTON P 2022-01-01 2023-12-31 6165837 6239578 -73741 0 -73741 GAIN FROM PASSTHROUGH ACTIVITIES P 2023-01-01 2023-12-31 2190502 2190502 0 2190502 PUBLICLY TRADED SECURITIES - PARAMETRIC P 2023-01-01 2023-12-31 1388704 1388704 0 1388704 Other Outside Sale of Units P 2022-01-01 2023-12-31 16924114 16924114 0 16924114 18524796 0 447222 447222 447222 738122 325000 1063122 X 0 615900 615900 0 false false false 0 0 0 false false true true false true true MO true false false false true true BLOCHFAMILYFOUNDATION.ORG David Miles 8168544372 4801 Main St Ste 400 Kansas City MO 64112 false false false false true false false false false false false false false false false false false false false false false false Thomas M Bloch 4801 Main Street Kansas City MO 64112 Chairman & Director 3.000 0 0 0 Bruce C Davison 4801 Main Street Kansas City MO 64112 Vice Chairman & Director 0.750 0 0 0 Robert L Bloch 4801 Main Street Kansas City MO 64112 Vice Chairman & Director 0.500 0 0 0 David P Miles 4801 Main Street Kansas City MO 64112 President 30.000 274013 23920 0 Elizabeth B Uhlmann 4801 Main Street Kansas City MO 64112 Assistant Secretary & Director 0.500 0 0 0 Mary Jo Brown 4801 Main Street Kansas City MO 64112 Secretary & Director 0.500 0 0 0 William A Hall 4801 Main Street Kansas City MO 64112 Treasurer & Director 0.750 0 0 0 Leo E Morton 4801 Main Street Kansas City MO 64112 Director 0.500 0 0 0 John R Phillips 4801 Main Street Kansas City MO 64112 Director 0.500 0 0 0 Debbie Sosland-Edelman 4801 Main Street Kansas City MO 64112 Asst Treasurer & Director 0.750 0 0 0 Jean-Paul Chaurand 4801 Main Street Kansas City MO 64112 Executive VP 32.000 184007 21489 0 Rachel Carlton 4801 Main Street Kansas City MO 64112 Associate Grants Dir 30.000 81944 10228 0 Valerie Salazar 4801 Main Street Kansas City MO 64112 Grantmaking Prin 24.000 74558 11117 0 Kris Wilcoxson 4801 Main Street Kansas City MO 64112 VP OF FINANCE 30.000 149301 13879 0 0 Cambridge Associates PO Box 412015 Boston MA 02241 INVESTMENT ADVISOR 1019271 Andras Szanto LLC 225 Eastern Parkway 4A Brooklyn NY 112386383 CONSULTING 141000 Veralon 3 Bala Plaza West Suite 702 Bala Cynwyd PA 19004 CONSULTING 95469 FORVIS LLP 1201 WALNUT STREET SUITE 1700 KANSAS CITY MO 641062246 TAX AND AUDIT SERVICES 60565 0 0 424714846 27638935 138639902 590993683 0 590993683 8864905 582128778 29106439 29106439 447222 447222 28659217 28659217 28659217 31011552 0 0 31011552 28659217 28280255 0 0 31011552 28280255 0 0 2731297 0 0 0 0 0 0 25927920 0 0 0 0 0 0 0 0 HENRY W BLOCH NONE MARION AND HENRY BLOCH FOUNDATION 4801 MAIN STREET SUITE 400 KANSAS CITY MO 64112 8168544361 VISIT BLOCHFAMILYFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES. VISIT BLOCHFAMILYFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES. THE FOUNDATION GENERALLY MAKES ONE-YEAR GRANTS. HOWEVER, THE FOUNDATION WILL CONSIDER MULTI-YEAR REQUESTS. GRANTS ARE MADE ONLY TO TAX EXEMPT 501(C)(3) ORGANIZATONS THAT ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS. THE FOUNDATION CONSIDERS SUPPORT FOR ORGANIZATIONS THAT ARE BASED IN AND SERVICE RESIDENTS WITHIN THE GREATER KANSAS CITY AREA. SEE ATTACHED STATEMENT 4801 MAIN STREET SUITE 400 KANSAS CITY MO 64112 NONE PC SEE ATTACHED STATEMENT 29717920 CONTRIBUTIONS FROM PASSTHROUGH ACTIVITY 4801 MAIN STREET SUITE 400 KANSAS CITY MO 64112 NONE PC GENERAL SUPPORT 80 29718000 0 14 257947 14 10398340 18 16334294 OTHER REVENUE 1 3289 0 26993870 0 26993870 false false false false false false false false false false X X 1 HENRY W BLOCH CHARITABLE LEAD TRUST C/O COMMERCE BANK 118 W 47TH ST KANSAS CITY MO 64112 3192950 X ACCOUNTING AND AUDIT FEES 67213 4807 20164 PROPERTY & EQUIPMENT 385167 48495 Straight Line 31130 SEE PART IV 2022-01 P 2023-12 Various 68820563 52486269 Cost 16334294 0 PART XVI-A FORM 990-PF THE FOUNDATION FILES A FEDERAL FORM 990-T TO REPORT NET INCOME OR LOSS FROM UNRELATED BUSINESS INCOME RESULTING FROM INVESTMENTS IN VARIOUS PARTNERSHIPS. THE FOUNDATION ACCOUNTS FOR INVESTMENTS IN PARTNERSHIPS ON A GAAP BASIS, AND THEREFORE DOES NOT RECORD UNRELATED BUSINESS INCOME OR LOSS REPORTED ON TAX SCHEDULE K-1 IN ITS BOOKS AND RECORDS. AS A RESULT, NO UNRELATED BUSINESS INCOME OR LOSS IS REPORTED ON FORM 990-PF PART I, COLUMN A, REVENUE AND EXPENSES PER BOOKS OR ON PART XVI-A, ANALYSIS OF INCOME-PRODUCING ACTIVITIES, COLUMNS (A) AND (B), UNRELATED BUSINESS INCOME. SEE ATTACHED STATEMENT FMV 584333577 584333577 TOTAL ASSETS 385167 79625 305542 305542 LEGAL FEES 5469 180 4750 DUE FROM H & R BLOCK FOUNDATION 40778 38726 38726 DUE FROM FUND MANAGER 2954911 2954911 INFORMATION TECHNOLOGY 37763 1358 36405 SPECIAL EVENTS 3482 2786 INSURANCE - CONTENTS 3930 196 3734 INSURANCE - GENERAL 15822 791 14240 PROCESSING FEES 8332 1466 6866 PROFESSIONAL DEVELOPMENT 2780 489 2291 OFFICE SUPPLIES 940 47 846 REPAIRS & MAINTENANCE 1900 95 1805 UTILITIES 4673 234 4439 COMMUNICATIONS 275 248 SAINT LUKE'S HOSPITAL - GRANTS SUPPORT 95469 95469 NELSON ATKINS MUSUEM OF ART - GRANTS SUPPORT 41000 41000 MISCELLANEOUS OCCUPANCY 1509 75 1434 MISCELLANEOUS OPERATIONS COSTS 1370 411 822 MISCELLANEOUS 122465 122465 INCOME (LOSS) FROM SCHEDULES K-1 3596157 MISCELLANEOUS INCOME 3289 UNREALIZED GAINS 53928050 INVESTMENT ADV. & SERVICE FEES 2757959 2757959 CONSULTING FEES 5447 3268 MANAGEMENT FEES 3291321 3291321 EXCISE TAXES AND STATE TAXES 529249 FOREIGN TAXES 11461 399083 PAYROLL TAXES 49762 8758 41004