H & R BLOCK FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- H & R BLOCK FOUNDATION (EIN 23-7378232)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349105611
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T16:24:26-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237378232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The H & R Block Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID MILES | InCareOfNm |
| Business Name Control | H&RB | BusinessNameControlTxt |
| Phone | 8168544361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 MAIN STREET STE 400 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID P MILES | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8168544361 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID P | PersonFirstNm |
| Person Last | MILES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000000000 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,980,951 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $37,959 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $94,812 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $576,793 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $869,484 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,142,577 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,835,968 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $682,262 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $215,837 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,757,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,862,395 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,928 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,948 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $67,980 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $232,232 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $37,157 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $192,011 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $36,233 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,797 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $30,436 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,581 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,291 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,574 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,381 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,491 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,014 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $630,255 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $600,097 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $54 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $247,331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $69,859 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,409 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,354 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $48,585 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,429 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $46,156 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $936 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $47 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $889 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,902 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,399 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,393,853 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $738,018 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $416,922 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,926,628 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,926,636 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,320,481 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $738,018 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,343,558 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,563,152 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,124,377 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,982,448 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,367,062 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,367,062 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $69,294,599 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $59,503,301 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,503,301 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $128,611 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,023 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $122,942 | LandBOYAmt |
| Land EOY | $110,588 | LandEOYAmt |
| Land EOYFMV | $110,588 | LandEOYFMVAmt |
| Total Assets BOY | $74,399,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,980,951 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,980,951 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $37,131 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $40,778 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $37,131 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,778 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $74,362,858 | CapitalStockBOYAmt |
| Capital Stock EOY | $62,940,173 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,362,858 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,940,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,399,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,980,951 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,362,858 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,563,152 | ExcessRevenueOverExpensesAmt |
| Subtotal | $72,799,706 | SubtotalAmt |
| Other Decreases | $9,859,533 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,940,173 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (SHORT TERM) | P | $1,747,566 | $1,630,027 | $117,539 | $117,539 |
| PUBLICLY TRADED SECURITIES (LONG TERM) | P | $5,026,431 | $4,023,912 | $1,002,519 | $1,002,519 |
| PUBLICLY TRADED SECURITIES (CAPITAL GAIN) | P | $61,971 | $0 | $61,971 | $61,971 |
| GAINS FROM PASSTHROUGH ACTIVITIES | P | $160,659 | -$160,659 | -$160,659 | |
| PARAMETRIC FUTURES | P | $339,108 | -$339,108 | -$339,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $682,262 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,629 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,629 | SubtotalAmt |
| Tax Based On Investment Income | $15,629 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $125,021 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $125,021 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $109,392 | OverpaymentAmt |
| Applied To ES Tax | $109,392 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HRBLOCKFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID MILES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168544361 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 MAIN STREET SUITE 400 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS M BLOCH | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | CHAIRMAN & DIRECTOR | 3.0 | $0 | $0 | $0 |
| BRUCE C DAVISON | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | VICE CHAIRMAN & DIRECTOR | 0.75 | $0 | $0 | $0 |
| THOMAS A GERKE | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | FORMER SECRETARY & DIRECTOR | 0.5 | $0 | $0 | $0 |
| WILLIAM A HALL | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | TREASURER & DIRECTOR | 0.75 | $0 | $0 | $0 |
| DEBBIE SOSLAND-EDELMAN | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | ASSISTANT TREASURER | 0.75 | $0 | $0 | $0 |
| DAVID P MILES | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | PRESIDENT | 9.0 | $80,928 | $6,845 | $0 |
| LEO E MORTON | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| JOHN R PHILLIPS | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| HEATHER R WATTS | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | SECRETARY & DIRECTOR | 0.5 | $0 | $0 | $0 |
| TIFFANY SCALZITTI MONROE | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | director | 0.5 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KRIS WILCOXSON | ||||||||
| 4801 MAIN STREET STE 400 | KANSAS CITY | MO | 64112 | ACCOUNTANT | 11.0 | $51,584 | $4,759 | $0 |
| VALERIE SALAZAR | ||||||||
| 4801 MAIN STREET STE 400 | KANSAS CITY | MO | 64112 | GRANTMAKING PRINCIPA | 16.0 | $47,680 | $7,336 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cambridge Associates LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 412015 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022412015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Consultin | ServiceTypeTxt |
| Compensation | $132,723 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,921,351 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,438,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,808,450 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,168,769 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,168,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,037,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,131,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,406,562 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,406,562 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,629 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $13,994 | IncomeTaxAmt |
| Total Tax | $29,623 | TotalTaxAmt |
| Distributable Before Adj | $3,376,939 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,376,939 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,376,939 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,343,558 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,343,558 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,376,939 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,422 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,343,558 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,422 | AppliedToYear1Amt |
| Applied To Current Year | $3,335,136 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $41,803 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | H R BLOCK FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 Main Street Ste 400 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8168544361 | RecipientPhoneNum |
| Form And Info And Materials | VISIT HRBLOCKFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VISIT HRBLOCKFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION PREFERS TO SUPPORT PROJECTS AND PROGRAMS THAT STRIVE FOR EXCELLENCE, IMPROVE SERVICE FOR CLIENTS AND STRENGTHEN THE ORGANIZATION. A MAJOR EMPHASIS IS PLACED ON SUPPORT OF ACTIVITIES THAT SERVE UNDERSERVED, LOW-INCOME PERSONS LIVING IN JACKSON, CLAY, AND PLATTE COUNTIES IN MISSOURI, AND WYANDOTTE AND JOHNSON COUNTIES IN KANSAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED STATEMENT | |||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | none | PC | SEE ATTACHED STATEMENT | $2,926,628 |
| CONTRIBUTIONS FROM PASS THROUGH ACTIVITY | |||||||
| 4801 MAIN STREET | Kansas City | MO | 64112 | NONE | PC | GENERAL SUPPORT | $8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,926,636 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,959 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $576,793 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,142,577 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,757,329 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,757,329 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $43,381 | Amt |
| Net Investment Income | $2,491 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,014 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,581 | LegalFeesAmt |
| Net Investment Income | $4,291 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,574 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $9,859,533 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $13,500 | $530 | $12,970 |
| SPECIAL EVENT EXPENSES | $3,963 | $3,765 | |
| INSURANCE-GENERAL | $18,481 | $924 | $16,633 |
| PROFESSIONAL DEVELOPMENT | $1,039 | $166 | $873 |
| OFFICE SUPPLIES | $270 | $14 | $243 |
| MISCELLANEOUS | $2,941 | $538 | $2,268 |
| INSURANCE - CONTENTS | $2,388 | $119 | $2,269 |
| COMMUNICATIONS | $4,660 | $4,194 | |
| PROCESSING FEES | $2,918 | $467 | $2,451 |
| REPAIRS | $301 | $15 | $286 |
| UTILITIES | $1,581 | $79 | $1,502 |
| MISCELLANEOUS OCCUPANCY | $995 | $50 | $945 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income (Loss) from passthrough activity | Desc |
| Net Investment Income | $215,837 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO MHBFF | Desc |
| BOY Book Value | $37,131 | BOYBookValueAmt |
| EOY Book Value | $40,778 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADV. & SERVICE FEES | $629,711 | $600,097 | |
| CONSULTING FEES | $544 | $54 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES FROM PASSTHROUGH | $62,858 | ||
| STATE TAXES | $9,330 | ||
| FOREIGN TAXES | $4,066 | $6,657 | |
| FEDERAL EXCISE TAXES | $213,000 | ||
| PAYROLL TAXES | $2,935 | $18,344 | $15,409 |