MARION AND HENRY BLOCH FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARION AND HENRY BLOCH FAMILY FOUNDATION (EIN 45-4047901)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349104074
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T11:39:59-06:00 | 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 | 454047901 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marion and Henry Bloch Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID MILES | InCareOfNm |
| Business Name Control | MARI | 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 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 | 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 | 2 | 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 | $565,896,497 | 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 | $3,299,304 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $292,363 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,414,082 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,595,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,222,738 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,227,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $93,822,234 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,633 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,459,274 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,425,418 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,096,094 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $270,932 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,349 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $227,583 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $508,146 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $81,303 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $431,922 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $90,218 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $14,435 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $75,783 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,343 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,672 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,603 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,466 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,733 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,870 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,420,655 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,419,324 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $133 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,543,984 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $677,864 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $38,643 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $33,469 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $120,855 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,043 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $114,812 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,350 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $317 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,033 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $220,108 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,197 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $210,616 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,291,526 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,288,237 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,121,998 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,002,603 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,002,710 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,294,129 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,288,237 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,124,708 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,868,711 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,807,857 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,290,129 | CashBOYAmt |
| Cash EOY | $214,041 | CashEOYAmt |
| Cash EOYFMV | $214,041 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,549,435 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,388,811 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,388,811 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $646,838,216 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $536,916,195 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $536,916,195 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $385,167 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,495 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $348,626 | LandBOYAmt |
| Land EOY | $336,672 | LandEOYAmt |
| Land EOYFMV | $336,672 | LandEOYFMVAmt |
| Other Assets BOY | $37,131 | OtherAssetsBOYAmt |
| Other Assets EOY | $40,778 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $40,778 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $681,063,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $565,896,497 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $565,896,497 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,400 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $681,061,137 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $565,896,497 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $681,061,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $565,896,497 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $681,063,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $565,896,497 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $681,061,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,868,711 | ExcessRevenueOverExpensesAmt |
| Subtotal | $661,192,426 | SubtotalAmt |
| Other Decreases | $95,295,929 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $565,896,497 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (35029 ST) | P | $21,349,535 | $20,375,338 | $974,197 | $974,197 |
| PUBLICLY TRADED SECURITIES (35029 LT) | P | $50,722,201 | $49,018,654 | $1,703,547 | $1,703,547 |
| PUBLICLY TRADED SECURITIES (35029 CG) | P | $689,720 | $689,720 | $689,720 | |
| PUBLICLY TRADED SECURITIES - PARAMETRIC | P | $2,500,981 | -$2,500,981 | -$2,500,981 | |
| LOSS FROM PASSTHROUGH ACTIVITIES | P | $7,738,398 | -$7,738,398 | -$7,738,398 | |
| PUBLICLY TRADED SECURITIES - WELLINGTON | P | $21,039,750 | $14,846,674 | $6,193,076 | $6,193,076 |
| PUBLICLY TRADED SECURITIES (35011) | P | $21,028 | $21,028 | $21,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$657,811 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $80,729 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $80,729 | SubtotalAmt |
| Tax Based On Investment Income | $80,729 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $538,851 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $538,851 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $458,122 | OverpaymentAmt |
| Applied To ES Tax | $458,122 | 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 | BLOCHFAMILYFOUNDATION.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 | 8168544372 | 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 | Yes (true) | 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 |
| ROBERT L BLOCH | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | VICE CHAIRMAN & DIRECTOR | 0.5 | $0 | $0 | $0 |
| MARY JO BROWN | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | ASSISTANT SECRETARY & DIRECTOR | 0.5 | $0 | $0 | $0 |
| BRUCE C DAVISON | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | VICE CHAIRMAN & DIRECTOR | 0.75 | $0 | $0 | $0 |
| WILLIAM A HALL | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | TREASURER & DIRECTOR | 0.75 | $0 | $0 | $0 |
| JOHN R PHILLIPS | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| ELIZABETH B UHLMANN | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | SECRETARY & DIRECTOR | 0.5 | $0 | $0 | $0 |
| LEO MORTON | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| DAVID P MILES | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | PRESIDENT | 31.0 | $270,932 | $22,915 | $0 |
| DEBBIE SOSLAND-EDELMAN | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | ASST TREASURER & DIRECTOR | 0.75 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JEAN-PAUL CHAURAND | ||||||||
| 4801 MAIN STREET STE 400 | KANSAS CITY | MO | 64112 | EXEC VISE PRESIDENT | 33.0 | $183,496 | $21,174 | $0 |
| KRIS WILCOXSON | ||||||||
| 4801 MAIN STREET STE 400 | KANSAS CITY | MO | 64112 | ACCOUNTANT | 29.0 | $139,467 | $12,866 | $0 |
| RACHEL CARLTON | ||||||||
| 4801 MAIN STREET STE 400 | KANSAS CITY | MO | 64112 | ASSOCIATE GRANTS DIR | 29.0 | $76,478 | $9,443 | $0 |
| VALERIE SALAZAR | ||||||||
| 4801 MAIN STREET STE 400 | KANSAS CITY | MO | 64112 | GRANTMAKING PRINCIPA | 24.0 | $71,520 | $11,004 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FORVIS LLP | |||||
| 1201 Walnut Street Suite 1700 | KANSAS CITY | MO | 641062246 | Tax and Audit SVCS | $52,434 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 4100 North Fairfax Drive Suite 130 | ARLINGTON | VA | 22203 | INVESTMENT ADVISOR | $1,205,373 |
| ANDRAS SZANTO LLC | |||||
| 225 EASTERN PARKWAY 4A | BROOKLYN | NY | 112386383 | DESIGN/CONSULTING | $63,930 |
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 | $445,720,482 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,769,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $150,026,827 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $634,516,459 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $634,516,459 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,517,747 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $624,998,712 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,249,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,249,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80,729 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $57,334 | IncomeTaxAmt |
| Total Tax | $138,063 | TotalTaxAmt |
| Distributable Before Adj | $31,111,873 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,111,873 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,111,873 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,124,708 | 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 | $33,124,708 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,111,873 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,828,718 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $1,464,372 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,124,708 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,828,718 | AppliedToYear1Amt |
| Applied To Prior Years | $1,464,372 | AppliedToPriorYearsAmt |
| Applied To Current Year | $2,831,618 | 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 |
| Undistributed Income CY | $28,280,255 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY W BLOCH | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARIONHENRY BLOCH FAM 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 BLOCHFAMILYFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VISIT BLOCHFAMILYFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | 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 | $32,002,603 |
| Contributions from Passthrough activity | |||||||
| 4801 main street ste 400 | kansas city | MO | 64112 | none | PC | GENERAL SUPPORT | $107 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,002,710 | 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 | $292,363 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,595,322 | 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 | $9,227,796 | 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 |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $10,633 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,126,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,126,114 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| HENRY W BLOCH INTERIM TRUST | ||||||
| 1 | C/O COMMERCE BANK 118 W 47TH STRE | KANSAS CITY | MO | 64112 | $46,209 | Yes (X) |
| Henry W Bloch Charitable Lead Trus | ||||||
| 2 | C/O COMMERCE BANK 118 W 47TH STRE | KANSAS CITY | MO | 64112 | $3,192,950 | Yes (X) |
| Henry W Bloch Revocable Trust | ||||||
| 3 | C/O COMMERCE BANK 118 W 47TH STRE | Kansas City | MO | 64112 | $41,145 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $61,466 | Amt |
| Net Investment Income | $30,733 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,870 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,343 | LegalFeesAmt |
| Net Investment Income | $7,672 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,603 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM H & R BLOCK FOUNDATIO | Desc |
| BOY Book Value | $37,131 | BOYBookValueAmt |
| EOY Book Value | $40,778 | EOYBookValueAmt |
| EOYFMV | $40,778 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $95,295,929 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $37,690 | $1,379 | $36,310 |
| SPECIAL EVENTS | $7,139 | $6,782 | |
| INSURANCE - CONTENTS | $18,434 | $922 | $17,512 |
| INSURANCE - GENERAL | $15,154 | $758 | $13,639 |
| PROCESSING FEES | $7,462 | $1,194 | $6,268 |
| PROFESSIONAL DEVELOPMENT | $2,659 | $425 | $2,234 |
| OFFICE SUPPLIES | $457 | $23 | $411 |
| REPAIRS & MAINTENANCE | $1,006 | $50 | $956 |
| UTILITIES | $4,741 | $237 | $4,504 |
| COMMUNICATIONS | $6,271 | $5,644 | |
| BLOCH SCHOOL | $5,243 | $5,243 | |
| NELSON ATKINS MUSUEM OF ART | $64,475 | $64,475 | |
| MISCELLANEOUS OCCUPANCY | $1,782 | $89 | $1,693 |
| MISCELLANEOUS OPERATIONS COSTS | $5,301 | $2,120 | $2,651 |
| MISCELLANEOUS | $42,294 | $42,294 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| Income (Loss) from Schedules K-1 | $1,459,274 | |
| miscellaneous Income | $10,633 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADV. & SERVICE FEES | $2,208,188 | $2,208,188 | |
| CONSULTING FEES | $1,331 | $133 | |
| MANAGEMENT FEES | $3,211,136 | $3,211,136 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES AND STATE TAXES | $1,473,591 | ||
| FOREIGN TAXES | $24,390 | $670,504 | |
| PAYROLL TAXES | $46,003 | $7,360 | $38,643 |