MARION AND HENRY BLOCH FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARION AND HENRY BLOCH FAMILY FOUNDATION (EIN 45-4047901)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349109660
- Schema version
- 2021v4.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T17:38:10-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-15 | 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 | 2022-11-15 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $681,063,537 | 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 | $23,146,161 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $61,651 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $751,660 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,910,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,465,366 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,247,509 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,206,756 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,677,123 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,176 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$107,707 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $103,373,855 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,786,442 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $273,251 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,720 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $229,531 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $507,456 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $74,808 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $426,239 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $84,953 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,592 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $71,361 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,384 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $619 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,765 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $86,190 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $43,603 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,687 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,071,937 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,477,946 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $90,849 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $835,366 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $557,630 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $37,824 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,026 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $76,302 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,817 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $72,487 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,121 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $456 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,664 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,355 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,585 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75,369 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,051,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,217,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,042,776 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,105,584 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,105,812 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,156,925 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,217,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,148,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,216,930 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,568,666 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $249,868 | CashBOYAmt |
| Cash EOY | $1,290,129 | CashEOYAmt |
| Cash EOYFMV | $1,290,129 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,385,944 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,549,435 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,549,435 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $581,841,483 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $646,838,216 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $646,838,216 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $348,626 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $40,242 | LandBOYAmt |
| Land EOY | $348,626 | LandEOYAmt |
| Land EOYFMV | $348,626 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $37,131 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $37,131 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $604,517,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $681,063,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $681,063,537 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,400 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $55,379 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $55,379 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,400 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $604,462,158 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $681,061,137 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $604,462,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $681,061,137 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $604,517,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $681,063,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $604,462,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,216,930 | ExcessRevenueOverExpensesAmt |
| Other Increases | $382,049 | OtherIncreasesAmt |
| Subtotal | $681,061,137 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $681,061,137 | 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 (35011) | P | $670,045 | $608,717 | $61,328 | $61,328 |
| PUBLICLY TRADED SECURITIES (35029 ST) | P | $58,195,877 | $57,473,594 | $722,283 | $722,283 |
| PUBLICLY TRADED SECURITIES (35029 LT) | P | $164,874,793 | $113,051,720 | $51,823,073 | $51,823,073 |
| PUBLICLY TRADED SECURITIES (35029 CG) | P | $570,461 | $570,461 | $570,461 | |
| PUBLICLY TRADED SECURITIES - WELLINGTON | P | $5,050,719 | $3,395,602 | $1,655,117 | $1,655,117 |
| PUBLICLY TRADED SECURITIES - PARAMETRIC | P | $251,731 | $251,731 | $251,731 | |
| GAIN FROM PASSTHROUGH ACTIVITIES | P | $18,593,130 | $18,593,130 | $18,593,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,677,123 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,092,104 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,092,104 | SubtotalAmt |
| Tax Based On Investment Income | $1,092,104 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $343,594 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,443,594 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17,639 | EsPenaltyAmt |
| Overpayment | $333,851 | OverpaymentAmt |
| Applied To ES Tax | $333,851 | 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 |
| 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 | false | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 (11 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 | V. CHAIRMAN/TREASURER/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 | DIRECTOR | 0.75 | $0 | $0 | $0 |
| JOHN R PHILLIPS | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | DIRECTOR | 0.75 | $0 | $0 | $0 |
| ELIZABETH A 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 | 30.0 | $273,251 | $15,600 | $0 |
| DEBBIE SOSLAND-EDELMAN | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| SCOTT W ANDREASEN | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | ASSISTANT TREASURER | 0.5 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| J P CHAURAND | ||||||||
| 4801 MAIN STREET STE 400 | KANSAS CITY | MO | 64112 | 0 | 0 | $171,154 | $6,419 | $0 |
| KRIS WILCOXSON | ||||||||
| 4801 MAIN STREET STE 400 | KANSAS CITY | MO | 64112 | 0 | 0 | $110,618 | $8,704 | $0 |
| R CARLTON | ||||||||
| 4801 MAIN STREET STE 400 | KANSAS CITY | MO | 64112 | 0 | 0 | $61,673 | $4,847 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BKD CPAs & Advisors | |||||
| 1201 Walnut Street Suite 1700 | KANSAS CITY | MO | 641062246 | Tax and Audit Servic | $64,354 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| PO Box 412015 | BOSTON | MA | 022412015 | INVESTMENT ADVISOR | $622,582 |
| Plaza Colonnade | |||||
| PO BOX 219741 | KANSAS CITY | MO | 64121 | Rent & Construction | $270,911 |
| BNIM | |||||
| 2460 PERSHING STE 100 | KANSAS CITY | MO | 64121 | DESIGN/CONSULTING | $52,325 |
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 | $224,354,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,748,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $351,641,652 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $609,745,344 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $609,745,344 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,146,180 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $600,599,164 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,029,958 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,029,958 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,092,104 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $109,136 | IncomeTaxAmt |
| Total Tax | $1,201,240 | TotalTaxAmt |
| Distributable Before Adj | $28,828,718 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,828,718 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,828,718 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,148,588 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $236,736 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $21,385,324 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,828,718 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,849,696 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,385,324 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,385,324 | AppliedToYear1Amt |
| 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 |
| Taxable2 | $1,464,372 | Taxable2Amt |
| Undistributed Income CY | $28,828,718 | 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 (137 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALS Association - Midwest Chapter | ||||||||
| 6405 Metcalf Ave Ste 205 | Mission | KS | 662023931 | NONE | PC | Matching Gift | $250 | |
| ALS Association - Midwest Chapter | ||||||||
| 6405 Metcalf Ave Ste 205 | Mission | KS | 662023931 | NONE | PC | Matching Gift | $250 | |
| ALS Association - Midwest Chapter | ||||||||
| 6405 Metcalf Ave Ste 205 | Mission | KS | 662023931 | NONE | PC | Matching gift | $1,000 | |
| ANNA AND MAX ZALCMAN TORAH LEARNING | ||||||||
| 8800 W 103rd Street | Overland Park | KS | 662124283 | NONE | PC | Ongoing programs and operations | $5,000 | |
| ANNA AND MAX ZALCMAN TORAH LEARNING | ||||||||
| 8800 W 103rd Street | Overland Park | KS | 662124283 | NONE | PC | Building/kitchen expansion for Kosher Meals on Whe | $50,000 | |
| Arts Engagement Foundation of Kansas City | ||||||||
| 20 E Gregory Blvd | Kansas City | MO | 64114 | NONE | PC | Matching gift direct-to-patient telehealth | $50 | |
| ARTS KC-REGIONAL ARTS COUNCIL | ||||||||
| 106 SOUTHWEST BOULEVARD | KANSAS CITY | MO | 641081924 | NONE | PC | Arts Access Ticket Program feasibility study | $50,000 | |
| AVODAH | ||||||||
| 125 Maiden Lane 8B | New York | NY | 100385041 | NONE | PC | Millennial engagement for Avodah KC | $6,000 | |
| Bishop Miege High School | ||||||||
| 5041 Reinhardt Drive | Shawnee Mission | KS | 66205 | NONE | PC | Matching gift | $500 | |
| Bloch Art Fund | ||||||||
| Greater Kansas City Community Found | Kansas City | MO | 64105 | NONE | PC | Establish fund | $1,600,000 | |
| Catholic Charities of Northeast Kansas | ||||||||
| 9720 W 87th St | Overland Park | KS | 66212 | NONE | PC | Refugee Resettlement | $50,000 | |
| Children's Mercy Hospital | ||||||||
| 2401 Gillham Rd | Kansas City | MO | 641084619 | NONE | PC | Matching gift | $5,000 | |
| Children's Mercy Hospital | ||||||||
| 2401 Gillham Rd | Kansas City | MO | 641084619 | NONE | PC | Matching gift | $3,500 | |
| Children's Mercy Hospital | ||||||||
| 2401 Gillham Rd | Kansas City | MO | 641084619 | NONE | PC | Matching gift | $5,000 | |
| CITY YEAR KANSAS CITY | ||||||||
| 415 Delaware St 3rd Floor | Kansas City | MO | 64105 | NONE | PC | AmeriCorps Professional Development Program | $100,000 | |
| Community Capital Fund | ||||||||
| 3200 Wayne Avenue | Kansas City | MO | 64109 | NONE | PC | matching grant | $1,500 | |
| Community Capital Fund | ||||||||
| 3200 Wayne Avenue | Kansas City | MO | 64109 | NONE | PC | Capacity Building and New Product Development | $475,000 | |
| Community Capital Fund | ||||||||
| 3200 Wayne Avenue | Kansas City | MO | 64109 | NONE | PC | To Rightfully Sewn | $500 | |
| Community LINC | ||||||||
| 4014 Troost Ave | Kansas City | MO | 64110 | NONE | PC | Matching Gift | $3,000 | |
| Community LINC | ||||||||
| 4014 Troost Ave | Kansas City | MO | 64110 | NONE | PC | Matching Gift | $1,650 | |
| Community LINC | ||||||||
| 4014 Troost Ave | Kansas City | MO | 64110 | NONE | PC | Matching gift | $3,000 | |
| Credit & Homeownership Empowerment Serv | ||||||||
| 3125 Gillham Plaza | Kansas City | MO | 64109 | NONE | PC | Financial and Asset Building Expansion (first of t technology capacity | $275,000 | |
| CROSSROADS CHARTER SCHOOLS | ||||||||
| 1011 Central | Kansas City | MO | 64105 | NONE | PC | Renovations/equipment for Crossroads Preparatory A | $50,000 | |
| Della Lamb Community Services | ||||||||
| 500 Woodland Avenue | Kansas City | MO | 641069908 | NONE | PC | Refugee Resettlement Community Study | $25,000 | |
| DONNELLY COLLEGE | ||||||||
| 608 N 18TH STREET | KANSAS CITY | KS | 66102 | NONE | PC | New academic building | $250,000 | |
| DONNELLY COLLEGE | ||||||||
| 608 N 18TH STREET | KANSAS CITY | KS | 66102 | NONE | PC | New Academic Building (final pmt) | $250,000 | |
| Edgar Snow Memorial Fund | ||||||||
| Miller Nichols Library 800 East 51s | Kansas City | MO | 64110 | NONE | PC | Matching Gift | $1,000 | |
| Elevate Metro KC | ||||||||
| PO Box 4477 | Overland Park | KS | 66204 | NONE | PC | Programs at Southeast High School (final pmt) | $33,000 | |
| Emmanuel Family & Child Dev Center | ||||||||
| 2416 Swope Parkway | Kansas City | MO | 64130 | NONE | PC | EFCDC facility (final of 2 pmts) | $50,000 | |
| GKCCF | ||||||||
| 1055 Broadway Blvd Ste 130 | Kansas City | MO | 64105 | NONE | PC | Matching grant | $10,000 | |
| GKCCF | ||||||||
| 1055 Broadway Blvd Ste 130 | Kansas City | MO | 64105 | NONE | PC | Matching Gift | $3,350 | |
| Greater Kansas City Community Foundation | ||||||||
| 1055 Broadway Blvd Suite 130 | Kansas City | MO | 64105 | NONE | PC | Matching gift | $11,700 | |
| Greater Kansas City Community Foundation | ||||||||
| 1055 Broadway Blvd Suite 130 | Kansas City | MO | 64105 | NONE | PC | Matching gift | $15,000 | |
| Greater Kansas City Hispanic Development | ||||||||
| 1055 Broadway Blvd Ste 130 | Kansas City | MO | 64105 | NONE | PC | HDF Bilingual Family College Prep | $50,000 | |
| Greater Kansas City Hispanic Development | ||||||||
| 1055 Broadway Blvd Ste 130 | Kansas City | MO | 64105 | NONE | PC | Family College Prep Program | $400,000 | |
| Henry W Bloch School of Management Fund | ||||||||
| Greater Kansas City Community Found | Kansas City | MO | 64105 | NONE | PC | Support for activities at Bloch School in 2022 | $4,000,000 | |
| HIGH ASPIRATIONS | ||||||||
| 6320 Brookside Plaza Suite 263 | Kansas City | MO | 641131709 | NONE | PC | Building renovations | $10,000 | |
| HYMAN BRAND HEBREW ACADEMY | ||||||||
| 5801 West 115th Street Ste 102 | Overland Park | KS | 662111800 | NONE | PC | Ongoing programs and operations | $107,000 | |
| International Relations Council | ||||||||
| 107 W 9th Street Second Floor | Kansas City | MO | 641051705 | NONE | PC | Matching Gift | $2,000 | |
| Jackson County CASA | ||||||||
| 2544 Holmes Street | Kansas City | MO | 64108 | NONE | PC | Space to Thrive Campaign | $150,000 | |
| JCRB-American Jewish Committee | ||||||||
| 5801 W 115th Ste 203 | Overland Park | KS | 66211 | NONE | PC | Matching Gift | $1,500 | |
| JCRB-American Jewish Committee | ||||||||
| 5801 W 115th Ste 203 | Overland Park | KS | 66211 | NONE | PC | Ongoing programs and operations | $40,000 | |
| Jerusalem Farm | ||||||||
| 520 Garfield Ave | Kansas City | MO | 64124 | NONE | PC | Expansion of community projects in NE | $100,000 | |
| JEWISH COMMUNITY CENTER OF GREATER | ||||||||
| 5801 W 115th Street | Overland Park | KS | 662111800 | NONE | PC | Ongoing programs and operations | $10,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 5801 W 115th Street Ste 103 | Overland Park | KS | 662111800 | NONE | PC | Ongoing programs and operations | $25,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 5801 W 115th Street Ste 103 | Overland Park | KS | 662111800 | NONE | PC | Strategic capacity and growth initiatives | $340,000 | |
| Jewish Federation of Greater KC | ||||||||
| 5801 W 115th Street Ste 201 | Overland Park | KS | 662111800 | NONE | PC | Matching gift | $1,000 | |
| Jewish Federation of Greater KC | ||||||||
| 5801 W 115th Street Ste 201 | Overland Park | KS | 662111800 | NONE | PC | matching gift | $6,666 | |
| Jewish Federation of Greater KC | ||||||||
| 5801 W 115th Street Ste 201 | Overland Park | KS | 662111800 | NONE | PC | Improving security at Jewish Community Campus | $50,000 | |
| Jewish Federation of Greater KC | ||||||||
| 5801 W 115th Street Ste 201 | Overland Park | KS | 662111800 | NONE | PC | Ongoing programs and operations | $250,000 | |
| JEWISH VOCATIONAL SERVICE | ||||||||
| 4600 Paseo Blvd | Kansas City | MO | 641101826 | NONE | PC | Ongoing programs and operations | $5,000 | |
| JEWISH VOCATIONAL SERVICE | ||||||||
| 4600 Paseo Blvd | Kansas City | MO | 641101826 | NONE | PC | Refugee Resettlement | $125,000 | |
| Kanbe's Market | ||||||||
| 4747 Troost Ave | Kansas City | MO | 64110 | NONE | PC | COVID-19: Feed the homeless | $200,000 | |
| KANSAS CITY GIRLS PREPARATORY ACADEMY | ||||||||
| 5000 E 17th Street | Kansas City | MO | 64127 | NONE | PC | KC Girls Lead | $250,000 | |
| KANSAS CITY PUBLIC LIBRARY | ||||||||
| 14 W 10TH STREET | KANSAS CITY | MO | 641051702 | NONE | PC | Renovation of the North-East Branch | $100,000 | |
| KANSAS CITY PUBLIC LIBRARY | ||||||||
| 14 W 10TH STREET | KANSAS CITY | MO | 641051702 | NONE | PC | Renovation of the NE Branch (final pmt) | $100,000 | |
| KANSAS CITY PUBLIC LIBRARY | ||||||||
| 14 W 10TH STREET | KANSAS CITY | MO | 641051702 | NONE | PC | Digital Inclusion for Low-Income Households | $220,000 | |
| KANSAS CITY PUBLIC SCHOOLS | ||||||||
| Education Foundation 2901 Troost Av | Kansas City | MO | 641091538 | NONE | PC | Hiring an additional Assistant Superintendent | $184,000 | |
| Kansas City Regional COVID-19 Fund | ||||||||
| Greater Kansas City Community Found | Kansas City | MO | 64105 | NONE | PC | COVID-19: areas of need | $350,000 | |
| Kansas City Symphony | ||||||||
| 1703 Wyandotte St Ste 200 | Kansas City | MO | 64108 | NONE | PC | Invest in Excell Initiative (4 of 5 pmts) | $100,000 | |
| Kansas City Teacher Residency | ||||||||
| 415 Delaware St Ste 2W | Kansas City | MO | 64105 | NONE | PC | Curriculum dev & initial start-up - spec ed progr | $50,000 | |
| Kansas City Young Audiences | ||||||||
| 3732 Main Street | Kansas City | MO | 64111 | NONE | PC | In Memory of Estelle Sosland | $1,000 | |
| KAUFFMAN CENTER FOR THE PERFORMING | ||||||||
| 1601 Broadway | Kansas City | MO | 64108 | NONE | PC | Security infrastructure | $20,000 | |
| KC University of Medicine and Biosciences | ||||||||
| 1750 Independence Ave | Kansas City | MO | 64106 | NONE | PC | startup & 1st yr costs for COVID-19 vacc coord | $150,000 | |
| KCPT-PUBLIC TELEVISION 19 | ||||||||
| 125 E 31st Street | Kansas City | MO | 64108 | NONE | PC | KC Picture This campaign | $50,000 | |
| KCUR 893 | ||||||||
| 4825 Troost Ave Ste 202 | Kansas City | MO | 64110 | NONE | PC | Matching gift | $2,325 | |
| KVC Health Systems | ||||||||
| 21350 W 153rd Street | Olathe | KS | 66061 | NONE | PC | KVC Head to Toe Campaign | $150,000 | |
| LevelUp Kids | ||||||||
| 5416 NE Antioch Road | Kansas City | MO | 641192507 | NONE | PC | Matching gift | $500 | |
| LIBERTY MEMORIAL ASSOCIATION | ||||||||
| NATIONAL WORLD WAR I MUSEUM MEMOR | KANSAS CITY | MO | 641084603 | NONE | PC | Digitizing its collection (1 of 2 payments) | $125,000 | |
| Linda Hall Library of Science Engineering Tech | ||||||||
| 5109 Cherry St | Kansas City | MO | 641102425 | NONE | PC | Matching gift | $700 | |
| LITERACY KANSAS CITY | ||||||||
| 3036 Troost Avenue | Kansas City | MO | 641091539 | NONE | PC | Adult education expansion Domestic Violence Survivor Housing | $150,000 | |
| Lyric Opera of Kansas City Inc | ||||||||
| 1725 Holmes Street | Kansas City | MO | 64108 | NONE | PC | Matching gift | $2,500 | |
| MARC Comm Serv Corp | ||||||||
| 600 Broadway Blvd Ste 200 | Kansas City | MO | 641051659 | NONE | PC | Double Up Food Bucks (1 of 3 payments) | $50,000 | |
| MARC Comm Serv Corp | ||||||||
| 600 Broadway Blvd Ste 200 | Kansas City | MO | 641051659 | NONE | PC | Regional Housing Partnership | $560,000 | |
| Marion & Henry Bloch Family Fdn Fund | ||||||||
| Greater Kansas City Community Found | Kansas City | MO | 64105 | NONE | PC | Securing leveraged line of credit for Heritage Hall Renovations | $250,000 | |
| Marlborough Community Land Trust | ||||||||
| 1809 E 80th St | Kansas City | MO | 641323545 | NONE | PC | Operations and Staff Capacity Expansion | $150,000 | |
| MATTIE RHODES COUNSELING & ARTS CENTER | ||||||||
| 1740 JEFFERSON ST | KANSAS CITY | MO | 64108 | NONE | PC | Construction of Cultural Center (final pmt) | $50,000 | |
| METROPOLITAN COMMUNITY COLLEGE FDN | ||||||||
| 3200 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | The Path Forward Campaign | $150,000 | |
| MIDWEST CENTER FOR HOLOCAUST | ||||||||
| 5801 W 115th Street Ste 106 | Overland Park | KS | 662111800 | NONE | PC | Ongoing programs and operations | $8,000 | |
| Miracle Of Innocence Inc | ||||||||
| 13725 Metcalf Ste 285 | Overland Park | KS | 66223 | NONE | PC | Matching gift | $2,000 | |
| Miracle Of Innocence Inc | ||||||||
| 13725 Metcalf Ste 285 | Overland Park | KS | 66223 | NONE | PC | Matching gift | $2,000 | |
| MOCSA | ||||||||
| 3100 Broadway Ste 400 | Kansas City | MO | 64111 | NONE | PC | Matching gift | $2,500 | |
| New Reform Temple | ||||||||
| 7100 Main | Kansas City | MO | 64114 | NONE | PC | temple renovations (matching grant) | $1,000 | |
| New Reform Temple | ||||||||
| 7100 Main | Kansas City | MO | 64114 | NONE | PC | Matching gift | $4,000 | Ste A |
| New Reform Temple | ||||||||
| 7100 Main | Kansas City | MO | 64114 | NONE | PC | Matching gift | $6,000 | Suite 102 |
| Oikos Development Corporation | ||||||||
| 1712 Main Street Suite 206 | Kansas City | MO | 64111 | NONE | PC | Ongoing operations (first of two payments) community project capacity in the Northeast | $150,000 | |
| OPERATION BREAKTHROUGH | ||||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 641091540 | NONE | PC | In memory of Virginia G. Stowers | $1,000 | Ste 201 |
| Pembroke Hill School | ||||||||
| 400 W 51st Street | Kansas City | MO | 641122316 | NONE | PC | Quilt honoring Don & Adele Hall | $3,300 | |
| Pembroke Hill School | ||||||||
| 400 W 51st Street | Kansas City | MO | 641122316 | NONE | PC | Matching gift | $2,500 | Suite 103 |
| Plaza Academy | ||||||||
| 3930 Broadway Boulevard | Kansas City | MO | 64111 | NONE | PC | Matching gift | $3,000 | Suite 103 |
| Prairie Excellence in Education Fund Inc | ||||||||
| 6642 Mission Rd | Prairie Village | KS | 662081701 | NONE | PC | Matching gift | $300 | |
| Reconciliation Services | ||||||||
| 3101 Troost Avenue | Kansas City | MO | 64109 | NONE | PC | The Reveal Strength Campaign (1 of 2 payments) Emergency Food System capacity | $75,000 | |
| reStart Inc | ||||||||
| 918 E 9th Street | Kansas City | MO | 641063072 | NONE | PC | Family shelter expansion project | $35,000 | |
| reStart Inc | ||||||||
| 918 E 9th Street | Kansas City | MO | 641063072 | NONE | PC | Family Shelter Program established to address the health and human service needs in the greater KC area created by the COVID-19 pandemic | $150,000 | Ste 130 |
| RIGHTFULLY SEWN | ||||||||
| 1800 Wyandotte St Suite 204 | Kansas City | MO | 64108 | NONE | PC | Matching gift - Kansas City Regional COVID-19 Response and Recovery Fund | $103 | Ste 130 |
| Rockhurst University | ||||||||
| 1100 Rockhurst Road | Kansas City | MO | 64110 | NONE | PC | Reimagining Sedgwick Hall project the organization's special education program | $250,000 | Suite 2W |
| Saint Luke's Foundation | ||||||||
| 901 E 104th Street Suite 100 | Kansas City | MO | 641314554 | NONE | PC | Matching gift | $10,000 | |
| Saint Luke's Foundation | ||||||||
| 901 E 104th Street Suite 100 | Kansas City | MO | 641314554 | NONE | PC | Matching gift | $4,000 | |
| Saint Luke's Foundation | ||||||||
| 901 E 104th Street Suite 100 | Kansas City | MO | 641314554 | NONE | PC | SL Bloch Neuroscience Institute (6 of 10 pmts) expansion | $1,300,000 | |
| Sasone Committee at the Jewish Federation of Great | ||||||||
| 5801 W 115th Street Ste 201 | Overland Park | KS | 662111800 | NONE | PC | Ongoing programs and operations against a line of credit from Capital Federal for Oikos Development Corporation to rehabilitate properties in the Northeast and convert them into affordable units | $10,000 | |
| SL Marion Bloch Neuroscience Inst Fund | ||||||||
| Greater Kansas City Community Found | Kansas City | MO | 64105 | NONE | PC | Neurosurgery Residency Program capacity of MARC, the public health departments, and their community partners to effectively reach and serve disadvantaged/vulnerable populations | $1,000,000 | Ste 200 |
| ST LUKE'S FOUNDATION | ||||||||
| 901 E 104th Street Mail Stop 1005 | Kansas City | MO | 64131 | NONE | PC | For use and benefit of programs of SLMBNI Medical and Emergency Community Preparedness Work to Respond to COVID-19 | $1,300,000 | Ste 200 |
| The Children's Place | ||||||||
| 2 E 59th Street | Kansas City | MO | 64113 | NONE | PC | Power of Place capital campaign | $75,000 | Ste 200 |
| The Jewish Community Foundation of Greater KC | ||||||||
| 5801 West 115th Street Suite 104 | Overland Park | KS | 66211 | NONE | PC | Matching gift | $15,000 | Suite 3100 |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | matching grant | $2,000 | Suite 1000 |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | $100k Business Council & $100k pmt 8 of 10 for 3-y conversion (or SLMBNI in consultation with MHBFF) | $200,000 | |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | Matching Gift | $3,575 | |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | visual & performing arts the Saint Luke's Marion Bloch Neuroscience Institute | $456,000 | Suite 130 |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | Matching gift | $2,000 | |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | Repairs to floors in Bloch building | $175,000 | |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | Bloch Collection/renovate Bloch building/sponsorsh Collection and Galleries through activation and audience engagement; select renovations of the Bloch Building; and strategic event sponsorships and memberships. | $406,000 | |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | Matching gift | $2,000 | |
| The Temple Congregation B'nai Jehudah | ||||||||
| 12320 Nall Ave | Overland Park | KS | 66209 | NONE | PC | Matching Gift | $5,000 | Suite 735 |
| The Temple Congregation B'nai Jehudah | ||||||||
| 12320 Nall Ave | Overland Park | KS | 66209 | NONE | PC | Matching gift | $1,334 | |
| Truman Medical Center | ||||||||
| 2310 Holmes Suite 735 | Kansas City | MO | 641082602 | NONE | PC | COVID-19: TMC Vaccination Clinics Engineering Math Academy | $175,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak Street 202 Administrative | Kansas City | MO | 64112 | NONE | PC | RooSTRONG Student Success Model awarded scholarships through the Henry W. Bloch Scholars Program expansion and the Marion H. Bloch Scholars Program from 2019 to 2028. | $300,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak Street 202 Administrative | Kansas City | MO | 64112 | NONE | PC | Sr Clinical Informatician (1 of 2 pmts) | $125,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak Street 202 Administrative | Kansas City | MO | 64112 | NONE | PC | QVIC research teams (1 of 2 pmts) | $300,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak Street 202 Administrative | Kansas City | MO | 64112 | NONE | PC | School of Computing & Engineering Math Academy | $75,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak Street 202 Administrative | Kansas City | MO | 64112 | NONE | PC | Support services for students in Bloch Scholars Pr | $45,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak Street 202 Administrative | Kansas City | MO | 64112 | NONE | PC | Matching gift | $10,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak Street 202 Administrative | Kansas City | MO | 64112 | NONE | PC | FY21 Gift fees for Marion Bloch/Henry Bloch Schola | $2,650 | |
| UMKC Foundation | ||||||||
| 5115 Oak Street 202 Administrative | Kansas City | MO | 64112 | NONE | PC | Matching gift | $6,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak Street 202 Administrative | Kansas City | MO | 64112 | NONE | PC | Assistance for HWB Scholars | $2,381 | |
| Unified Government Treasurer | ||||||||
| UG Public Health Dept Attn Busine | Kansas City | KS | 66101 | NONE | GOV | COVID-19: Vaccine Initiatives | $200,000 | |
| UNION STATION KANSAS CITY INC | ||||||||
| 30 W Pershing Rd Suite 400 | Kansas City | MO | 64108 | NONE | PC | Access to Auschwitz exhibit for low-income househo | $25,000 | |
| United Way of Greater Kansas City | ||||||||
| 801 W 47th Street Ste 500 | Kansas City | MO | 64113 | NONE | PC | Matching Gift | $6,000 | Suite 400 |
| UNITED WAY OF GREATER KANSAS CITY | ||||||||
| 801 W 47th Street Ste 500 | Kansas City | MO | 64113 | NONE | PC | Eviction prevention | $230,000 | |
| UNITED WAY OF GREATER KANSAS CITY | ||||||||
| 801 W 47th Street Ste 500 | Kansas City | MO | 64113 | NONE | PC | Leveraging Federal Resources | $100,000 | |
| University of Kansas Health Systems | ||||||||
| 2330 Shawnee Mission Parkway Suite | Westwood | KS | 66205 | NONE | PC | In Memory of Annette Bloch | $1,000 | Suite 201 |
| Unleashed Pet Rescue & Adoption | ||||||||
| 5918 Broadmoor Street | Mission | KS | 662023226 | NONE | PC | Matching gift | $5,000 | |
| VAAD HAKASHRUTH OF KANSAS CITY | ||||||||
| 9900 Antioch Rd | Overland Park | KS | 66212 | NONE | PC | Ongoing programs and operations | $4,000 | |
| Vibrant Health | ||||||||
| 21 N 12th Street Ste 300 | Kansas City | KS | 661025105 | NONE | PC | transition of Cordell Meeks Jr clinic | $125,000 | |
| VILLAGE SHALOM INC | ||||||||
| 5500 W 123rd Street | Overland Park | KS | 662093193 | NONE | PC | Ongoing programs and operations | $30,000 | |
| Welcome House Inc | ||||||||
| 1414 E 27th Street | Kansas City | MO | 64108 | NONe | PC | Recovery for Life Capital Campaign patient care and expansion of network capacity | $250,000 | |
| Contributions from Passthrough activity | ||||||||
| 4801 main street ste 400 | kansas city | MO | 64112 | none | PC | GENERAL SUPPORT | $228 | |
| WAR HORSES FOR VETERANS | ||||||||
| 5600 W 183RD ST | STILLWELL | KS | 66085 | NONE | POF | ONGOING PROGRAMS AND OPERATIONS | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,105,812 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Marlborough | |||||||
| 1809 E 80th St | Kansas City | MO | 641323545 | NONE | PC | COMMUNITY GRANT | $75,000 |
| Community Capital FundAltCap | |||||||
| 3200 Wayne Avenue | Kansas City | MO | 64109 | nonE | PC | COMMUNITY GRANT | $375,000 |
| Credit & Homeownership Empowerment Serv | |||||||
| 3125 Gillham Plaza | KANSAS CITY | MO | 64109 | NONE | PC | COMMUNITY GRANT | $275,000 |
| GKC Hispanic Development Fund | |||||||
| 1055 Broadway Blvd Ste 130 | KANSAS CITY | MO | 64105 | NONE | PC | COMMUNITY GRANT | $450,000 |
| JEWISH FAMILY SERVICES | |||||||
| 5801 W 115th Street Ste 103 | Overland Park | KS | 662111800 | NONE | PC | COMMUNITY GRANT | $330,000 |
| OIKOS | |||||||
| 1712 Main Street Suite 206 | Kansas City | MO | 64111 | NONE | PC | COMMUNITY GRANT | $225,000 |
| Kansas City Public Schools Education Foundation | |||||||
| 2901 Troost Ave | KANSAS CITY | MO | 641091538 | NONE | PC | COMMUNITY GRANT | $368,000 |
| Liberty Memorial Association | |||||||
| 2 MEMORIAL DRIVE | KANSAS CITY | MO | 641084603 | NONE | PC | COMMUNITY GRANT | $125,000 |
| MARC Comm Services Corp - Double Up Bucks | |||||||
| 600 Broadway Blvd Ste 200 | KANSAS CITY | MO | 641051659 | NONE | PC | COMMUNITY GRANT | $100,000 |
| Reconciliation Services | |||||||
| 3101 Troost Avenue | KANSAS CITY | MO | 64109 | NONE | PC | COMMUNITY GRANT | $75,000 |
| UMKC Foundation - NextGen | |||||||
| 5115 Oak Street 202 Administrative | KANSAS CITY | MO | 64112 | NONE | PC | COMMUNITY GRANT | $100,000 |
| UMKC Foundation - QVIC | |||||||
| 5115 Oak Street 202 Administrative | KANSAS CITY | MO | 64112 | NONE | PC | COMMUNITY GRANT | $300,000 |
| Union Station Kansas City | |||||||
| 30 W Pershing Rd Suite 400 | KANSAS CITY | MO | 64108 | NONE | PC | COMMUNITY GRANT | $75,000 |
| Vibrant Health | |||||||
| 21 N 12th Street Ste 300 | KANSAS CITY | KS | 661025105 | NONE | COMMUNITY GRANT | $125,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,998,000 | TotalGrantOrContriApprvFutAmt |
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 | $61,651 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,910,358 | 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 | $74,247,509 | 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 | $8,176 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $80,227,694 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,227,694 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| HENRY W BLOCH INTERIM TRUST | |||||||
| 1 | C/O COMMERCE BANK 118 W 47TH STRE | KANSAS CITY | MO | 64112 | $19,953,211 | Yes (X) | 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) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | VARIOUS BONDS- SEE ATTACHED LIST | $14,080,405 |
| 1 | LIMITED PARTNERSHIP INTEREST | $172,806 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $86,190 | Amt |
| Net Investment Income | $43,603 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,687 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,384 | LegalFeesAmt |
| Net Investment Income | $619 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,765 | 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 | $0 | BOYBookValueAmt |
| EOY Book Value | $37,131 | EOYBookValueAmt |
| EOYFMV | $37,131 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $34,394 | $34,394 | |
| INSURANCE | $23,781 | $22,592 | $1,188 |
| TELEPHONE | $1,175 | $1,116 | $59 |
| PROCESSING FEES | $8,950 | $8,950 | |
| PROFESSIONAL DEVELOPMENT | $2,570 | $2,442 | $128 |
| OFFICE SUPPLIES | $4,198 | $3,988 | $210 |
| MISCELLANEOUS | $4,287 | $1,887 |
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 | -$107,707 | |
| miscellaneous Income | $8,176 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $382,049 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO HRB MANAGEMENT | Desc |
| BOY Book Value | $55,379 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADV. & SERVICE FEES | $1,834,796 | $1,834,796 | |
| CONSULTING FEES | $37,923 | $37,923 | |
| MANAGEMENT FEES | $3,199,218 | $2,643,150 | $52,926 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES AND STATE TAXES | $664,831 | ||
| FOREIGN TAXES | $125,507 | $550,426 | |
| PAYROLL TAXES | $45,028 | $7,204 | $37,824 |