H & R BLOCK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- H & R BLOCK FOUNDATION (EIN 23-7378232)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349109852
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Legal Fees Schedule
- Other Assets 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 | 2022-11-15T17:37:02-06:00 | 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 | 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 | 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 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 | 2022-11-15 | 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 | 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 | $74,399,989 | 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 | $9,989 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83,027 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $650,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $758,519 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,861,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,107,369 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,978,702 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $570,008 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,522,062 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,390,256 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $68,312 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,930 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,547 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $270,471 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $43,274 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $265,568 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $33,314 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,330 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $32,602 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,502 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,751 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,751 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $64,169 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,718 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,251 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $480,077 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $490,026 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,118 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $114,554 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43,014 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $18,720 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,669 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $30,010 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,500 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,510 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,646 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $232 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,414 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,117 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $157 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,226 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,125,841 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $625,932 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $445,707 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,646,028 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,646,038 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,771,869 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $625,932 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,091,745 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,750,193 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,764,324 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,336,735 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,982,448 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,982,448 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $67,380,784 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $69,294,599 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $69,294,599 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $122,942 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $4,474 | LandBOYAmt |
| Land EOY | $122,942 | LandEOYAmt |
| Land EOYFMV | $122,942 | LandEOYFMVAmt |
| Other Assets BOY | $55,379 | OtherAssetsBOYAmt |
| Total Assets BOY | $70,777,372 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,399,989 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $74,399,989 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $81,259 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $37,131 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $81,259 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,131 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $70,696,113 | CapitalStockBOYAmt |
| Capital Stock EOY | $74,362,858 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,696,113 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,362,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,777,372 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,399,989 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,696,113 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,750,193 | ExcessRevenueOverExpensesAmt |
| Subtotal | $77,446,306 | SubtotalAmt |
| Other Decreases | $3,083,448 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,362,858 | 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 (LONG TERM) | P | $5,268,718 | $5,231,267 | $37,451 | $37,451 |
| PUBLICLY TRADED SECURITIES (SHORT TERM) | P | $19,012,083 | $12,874,235 | $6,137,848 | $6,137,848 |
| PUBLICLY TRADED SECURITIES (CAPITAL GAIN) | P | $69,533 | $69,533 | $69,533 | |
| GAINS FROM PASSTHROUGH ACTIVITIES | P | $1,757,035 | $1,757,035 | $1,757,035 | |
| PARAMETRIC FUTURES | P | $23,165 | -$23,165 | -$23,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,978,702 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $121,824 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $121,824 | SubtotalAmt |
| Tax Based On Investment Income | $121,824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,790 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $175,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $247,790 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $945 | EsPenaltyAmt |
| Overpayment | $125,021 | OverpaymentAmt |
| Applied To ES Tax | $125,021 | 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 | 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 | 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 (9 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, TREASURER & 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 | 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 |
| SCOTT W ANDREASEN | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | ASSISTANT TREASURER | 0.5 | $0 | $0 | $0 |
| DAVID P MILES | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | PRESIDENT | 10.0 | $68,312 | $3,900 | $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 | 0.75 | $0 | $0 | $0 |
| HEATHER R WATTS | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | DIRECTOR | 0.5 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRIS WILCOXSON | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ACCOUNTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $59,564 | CompensationAmt |
| Employee Benefits | $4,687 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
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 | $70,285 | 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 | $21,929,074 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,096,206 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $45,448,709 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,473,989 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,473,989 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,072,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,401,879 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,520,094 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,520,094 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $121,824 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $11,342 | IncomeTaxAmt |
| Total Tax | $133,166 | TotalTaxAmt |
| Distributable Before Adj | $3,386,928 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,386,928 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,386,928 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,091,745 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $40,119 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,131,864 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,386,928 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $80,484 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $63,962 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $53,873 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,323 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $246,642 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,131,864 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $3,131,864 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $246,642 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $246,642 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,422 | UndistributedIncomeCYAmt |
| 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 (133 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1DOS Foundation | |||||||||||||
| PO Box 4252 | Olathe | KS | 660634252 | NONE | PC | Cash for Champions: Karl Koelle organizations through the ArtsKC grantmaking program | $400 | ||||||
| Academy of Saint Elizabeth | |||||||||||||
| 2 Convent Rd | Convent Station | NJ | 07961 | NONE | PC | MATCHING GIFT | $100 | ||||||
| ALPINE THEATRE PROJECT | |||||||||||||
| PO BOX 1959 | WHITEFISH | MT | 599371959 | NONE | PC | Matching gift | $1,000 | ||||||
| ALS Association - Midwest Chapter | |||||||||||||
| 6405 Metcalf Ave Suite 205 | Mission | KS | 662023931 | NONE | PC | Matching gift | $668 | ||||||
| American Hospital of Paris | |||||||||||||
| NONE | PC | Matching Gift | $1,500 | 63 Blvd Victor Hugo | NeuillysurSeine | FR | 92200 | ||||||
| ARMOUR OAKS SENIOR LIVING COMMUNITY | |||||||||||||
| 8100 WORNALL ROAD | KANSAS CITY | MO | 64114 | NONE | PC | Enhancement of Skilled Nursing Unit | $20,000 | ||||||
| ART AS MENTORSHIP | |||||||||||||
| 3236 MORRELL AVENUE | KANSAS CITY | MO | 641231625 | NONE | PC | Outreach and Expansion | $25,000 | ||||||
| ARTS KC-REGIONAL ARTS COUNCIL | |||||||||||||
| 106 Southwest Boulevard | Kansas City | MO | 64108 | NONE | PC | Catalyst Grants | $15,000 | ||||||
| BARUCH COLLEGE FUND | |||||||||||||
| ONE BERNARD BARUCH WAY BOX A-1603 | NEW YORK | NY | 10010 | NONE | PC | Matching Gift | $1,000 | ||||||
| BIG BROTHERS BIG SISTERS KANSAS CITY | |||||||||||||
| 1709 Walnut Street | Kansas City | MO | 64108 | NONE | PC | Salesforce Implementation | $30,000 | ||||||
| Billings Catholic Schools Foundation | |||||||||||||
| 215 N 31st St | Billings | MT | 591011908 | NONE | PC | Matching gift | $1,000 | ||||||
| BISHOP MIEGE HIGH SCHOOL | |||||||||||||
| 5041 REINHARDT | SHAWNEE MISSION | KS | 66205 | NONE | PC | Matching Gift | $500 | ||||||
| BLUFORD HEALTHCARE LEADERSHIP Institute | |||||||||||||
| 7900 LEES SUMMIT ROAD | KANSAS CITY | MO | 64139 | NONE | PC | Matching Gift | $10,000 | ||||||
| BRIDGTON ACADEMY | |||||||||||||
| 11 ACADEMY LANE PO BOX 292 | NORTH BRIDGTON | ME | 040571808 | NONE | PC | Matching Gift | $103 | ||||||
| CAMPS FOR KIDS | |||||||||||||
| 5913 WOODSON ROAD | MISSION | KS | 66202 | NONE | PC | Scholarships to attend summer camp | $6,500 | ||||||
| CENTER FOR PRACTICAL BIOETHICS | |||||||||||||
| 1111 MAIN SUITE 500 | KANSAS CITY | MO | 64105 | NONE | PC | Matching Gift | $2,000 | ||||||
| CENTRAL METHODIST UNIVERSITY | |||||||||||||
| 411 CENTRAL METHODIST SQUARE | FAYETTE | MO | 65281 | NONE | PC | Matching Gift | $1,000 | ||||||
| CENTRAL METHODIST UNIVERSITY | |||||||||||||
| 411 CENTRAL METHODIST SQUARE | FAYETTE | MO | 65281 | NONE | PC | Matching Gift | $1,000 | ||||||
| CHILDREN'S MERCY HOSPITAL | |||||||||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 641084619 | NONE | PC | Marching Gift | $250 | ||||||
| Church World Service Inc | |||||||||||||
| 28606 Phillips St | Elkhart | IN | 46514 | NONE | PC | Matching Gift | $350 | ||||||
| Colorado Springs Christian Schools | |||||||||||||
| 4855 Mallow Rd | Colorado Springs | CO | 809074422 | NONE | PC | Matching Gift | $1,000 | ||||||
| COMMUNITY CAPITAL FUND | |||||||||||||
| 3200 Wayne Ave | Kansas City | MO | 641092062 | NONE | PC | Neighborhoods Rising Fund | $10,000 | ||||||
| Community Health Council of Wyandotte Cty | |||||||||||||
| 755 Minnesota Avenue | Kansas City | KS | 66101 | NONE | PC | Maternal Health Worker Prog (1 of 2 pmts) | $100,000 | ||||||
| Community LINC | |||||||||||||
| 4014 Troost Ave | Kansas City | MO | 64110 | NONE | PC | Improvements for Shelter for Homeless | $75,000 | ||||||
| Compass Youth Collaborative Inc | |||||||||||||
| 55 Airport Rd Ste 201 | Hartford | CT | 061142031 | NONE | PC | Matching Gift | $5,000 | ||||||
| COOPERATIVE ESL MINISTRIES | |||||||||||||
| NONE | PC | Matching gift | $400 | 14026 TOWNSHIP ROAD 264 | balzac | CA | T4B 3L5 | ROCKY VIEW COUNTY | |||||
| CRISTO REY KANSAS CITY | |||||||||||||
| 211 WEST LINWOOD BLVD | KANSAS CITY | MO | 64111 | NONE | PC | Virtual-first work environment | $35,300 | ||||||
| Curators of the Univ of MO Special Trust | |||||||||||||
| 407 Reynolds Alumni Center | Columbia | MO | 65211 | NONE | PC | Matching gift | $1,000 | ||||||
| Daniel Memorial Inc | |||||||||||||
| 4203 Southpoint Blvd | Jacksonville | FL | 322166164 | NONE | PC | Matching gift | $5,000 | ||||||
| DAP Health | |||||||||||||
| 1695 N Sunrise Way | Palm Springs | CA | 922623701 | NONE | PC | In Memory of Annette Bloch | $1,000 | ||||||
| Detroit Public Schools Foundation | |||||||||||||
| 3011 West Grand Blvd Suite 1004 | Detroit | MI | 48202 | NONE | PC | Matching Gift | $5,000 | ||||||
| DONNELLY COLLEGE | |||||||||||||
| 608 NORTH 18TH STREET | KANSAS CITY | KS | 66102 | NONE | PC | Bloch Scholars tutition/fees & academic coaching | $54,320 | ||||||
| DONNELLY COLLEGE | |||||||||||||
| 608 NORTH 18TH STREET | KANSAS CITY | KS | 66102 | NONE | PC | 13 Bloch Scholars - Spring 2021 assistance needs of Henry W. Bloch Scholars during 2019 | $33,895 | ||||||
| DONNELLY COLLEGE | |||||||||||||
| 608 NORTH 18TH STREET | KANSAS CITY | KS | 66102 | NONE | PC | Emergency assistance for Bloch Scholar 2020 | $1,019 | ||||||
| DONNELLY COLLEGE | |||||||||||||
| 608 NORTH 18TH STREET | KANSAS CITY | KS | 66102 | NONE | PC | 1 Henry W. Bloch Scholar | $532 | ||||||
| Downtown Association of Yakima | |||||||||||||
| 14 S 1st St | Yakima | WA | 989012616 | NONE | PC | Matching gift | $100 | ||||||
| Emerge Fellowship | |||||||||||||
| 11251 Northwest Fwy Ste 330 | Houston | TX | 770926554 | NONE | PC | Matching Gift | $5,000 | ||||||
| ERIN ANDRA WILSON FOUNDATION | |||||||||||||
| 121 W 48TH STREET 1508 | KANSAS CITY | MO | 641123889 | NONE | PC | Matching gift | $400 | ||||||
| Feed KC Forward Fund at the Greater KC Community F | |||||||||||||
| 1055 Broadway Blvd Suite 130 | Kansas City | MO | 641051595 | NONE | PC | Meals to reduce food insecurity - comm57 | $20,000 | ||||||
| Fellowship of Catholic Univ Students | |||||||||||||
| PO Box 17408 | Denver | CO | 80217 | NONE | PC | Matching Gift | $400 | ||||||
| FOOD EQUALITY INITIATIVE INC | |||||||||||||
| 300 E 39TH STREET SUITE 30 | KANSAS CITY | MO | 641111531 | NONE | PC | COVID-19 | $120,000 | ||||||
| Fork Union Military Academy | |||||||||||||
| PO Box 278 | Fork Union | VA | 23055 | NONE | PC | Matching Gift | $5,000 | ||||||
| FRIENDS OF UNIVERSITY ACADEMY | |||||||||||||
| 8080 Ward Parkway Suite 201 | Kansas City | MO | 64114 | NONE | PC | Matching Gift | $6,650 | ||||||
| GEORGIA TECH FOUNDATION | |||||||||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | NONE | PC | Matching gift | $5,000 | ||||||
| Golf Foundation of Kansas City | |||||||||||||
| 8330 Melrose Dr | Lenexa | KS | 662141630 | NONE | PC | Matching Gift | $1,000 | ||||||
| Greater Kansas City Community Foundation | |||||||||||||
| 1055 Broadway Blvd Ste 130 | Kansas City | MO | 64105 | NONE | PC | Matching Gift | $15,000 | ||||||
| Greater Kansas City Community Foundation | |||||||||||||
| 1055 Broadway Blvd Ste 130 | Kansas City | MO | 64105 | NONE | PC | Matching gift | $15,000 | ||||||
| Greater Kansas City Community Foundation | |||||||||||||
| 1055 Broadway Blvd Ste 130 | Kansas City | MO | 64105 | NONE | PC | Matching gift | $15,000 | ||||||
| Greater Kansas City Community Foundation | |||||||||||||
| 1055 Broadway Blvd Ste 130 | Kansas City | MO | 64105 | NONE | PC | Impact KC - cash for champions Ryan Gray program at UMKC (ONLY) during 2020 | $400 | ||||||
| Harvard University | |||||||||||||
| 124 Mount Auburn Street Floor 4 | Cambridge | MA | 02138 | NONE | PC | Advanced Leadership Initiative/Matching gift | $2,500 | ||||||
| Harvesters-The Community Food Network | |||||||||||||
| 3801 Topping Avenue | Kansas City | MO | 64129 | NONE | PC | Ongoing operating support | $25,000 | ||||||
| Harvesters-The Community Food Network | |||||||||||||
| 3801 Topping Avenue | Kansas City | MO | 64129 | NONE | PC | Cash for Champions - Camacho | $100 | ||||||
| Henry Wollman Bloch Fountain Fund-GKCCF | |||||||||||||
| 1055 Broadway Street Ste 130 | Kansas City | MO | 64105 | NONE | PC | Potential improvements to Bloch fountain | $60,000 | ||||||
| HILLCREST TRANSITIONAL HOUSING | |||||||||||||
| PO BOX 901924 | KANSAS CITY | MO | 64190 | NONE | PC | Reconstruction of apartment building | $50,000 | ||||||
| Junior League of Kansas City MO Inc | |||||||||||||
| 9215 Ward Parkway | Kansas City | MO | 64114 | NONE | PC | Cash for Champions - Aubrey Holden Domestic Violence Survivor Housing | $400 | ||||||
| KANSAS CITY ART INSTITUTE | |||||||||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | Ongoing operation of H&R Block ArtSpace | $20,000 | ||||||
| KANSAS CITY AUTISM TRAINING CENTER | |||||||||||||
| 10842 McGEE | KANSAS CITY | MO | 64114 | NONE | PC | Capital Campaign Project to replace HVAC system | $40,000 | ||||||
| KANSAS CITY BALLET | |||||||||||||
| 500 WEST PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | Community engagement/education programs | $15,000 | ||||||
| KANSAS CITY FRIENDS OF ALVIN AILEY | |||||||||||||
| 1714 EAST 18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | Ongoing operating support | $12,000 | ||||||
| KANSAS CITY HOSPICE & PALLIATIVE CARE | |||||||||||||
| 9001 STATE LINE ROAD | KANSAS CITY | MO | 64114 | NONE | PC | Capital Improvement Project | $75,000 | ||||||
| Kansas City Public Library | |||||||||||||
| 14 West 10th Street | Kansas City | MO | 641051702 | NONE | PC | Digital Inclusion for Low-Income Households | $100,000 | ||||||
| Kansas City Regional COVID-19 Fund at GKCCF | |||||||||||||
| 1055 Broadway St Ste 130 | Kansas City | MO | 64105 | NONE | PC | COVID-19: areas of need | $150,000 | ||||||
| KANSAS CITY REPERTORY THEATRE | |||||||||||||
| 4825 TROOST AVE STE 106 | KANSAS CITY | MO | 64110 | NONE | PC | Ongoing programs and operations of Spencer Theatre | $15,000 | ||||||
| KANSAS CITY REPERTORY THEATRE | |||||||||||||
| 4825 TROOST AVE STE 106 | KANSAS CITY | MO | 64110 | NONE | PC | Matching gift | $8,700 | Suite 205 | |||||
| KANSAS CITY SYMPHONY | |||||||||||||
| 1703 WYANDOTTE ST STE 200 | KANSAS CITY | MO | 64108 | NONE | PC | Ongoing program/operating support | $25,000 | ||||||
| KANSAS CITY SYMPHONY | |||||||||||||
| 1703 WYANDOTTE ST STE 200 | KANSAS CITY | MO | 64108 | NONE | PC | In Memory of Estelle Sosland | $1,000 | ||||||
| KANSAS CITY YOUNG AUDIENCES | |||||||||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | Arts Partners Program | $13,000 | ||||||
| KANSAS STATE UNIVERSITY FOUNDATION | |||||||||||||
| 1800 Kimball Avenue Ste 200 | Manhattan | KS | 66502 | NONE | PC | Matching gift - Valuation Analysis report update | $160 | ||||||
| Kansas University Endowment Association | |||||||||||||
| PO Box 928 | Lawrence | KS | 660440928 | NONE | PC | Matching Gift | $500 | ||||||
| Kansas University Endowment Association | |||||||||||||
| PO Box 928 | Lawrence | KS | 660440928 | NONE | PC | Matching Gift | $200 | ||||||
| KCUR 893 | |||||||||||||
| 4825 Troost Ave Suite 202 | Kansas City | MO | 64110 | NONE | PC | Purchase of HD transmitter upgrade | $10,000 | ||||||
| LEAD TO READ | |||||||||||||
| 6022 NORTH STRATHBURY AVE | KANSAS CITY | MO | 641512524 | NONE | PC | Hoot Reading Tutoring low-income populations | $23,100 | ||||||
| LEUKEMIA & LYMPHOMA SOCIETY-Mid America Chapter | |||||||||||||
| 6811 SHAWNEE MISSION PKWY STE 202 | SHAWNEE MISSION | KS | 66202 | NONE | PC | Cash for Champions for Deanna DiSalvo | $400 | ||||||
| LevelUp Kids | |||||||||||||
| 5416 NE Antioch Road | Kansas City | MO | 64119 | NONE | PC | A fourth operatory unit | $35,000 | ||||||
| LITTLE RED SCHOOL HOUSE INC | |||||||||||||
| 40 CHARLTON STREET | NEW YORK | NY | 10014 | NONE | PC | Matching Gift | $1,500 | ||||||
| LYRIC OPERA OF KANSAS CITY INC | |||||||||||||
| 1725 HOLMES STREET | KANSAS CITY | MO | 64108 | NONE | PC | Ongoing operating support | $15,000 | ||||||
| METROPOLITAN COMMUNITY COLLEGE FOUNDATION | |||||||||||||
| 3200 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | 18 HENRY W. BLOCH SCHOLARS | $17,267 | ||||||
| METROPOLITAN COMMUNITY COLLEGE FOUNDATION | |||||||||||||
| 3200 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | Bloch Scholars at Penn Valley tuition & fees low-income populations | $11,584 | ||||||
| METROPOLITAN COMMUNITY COLLEGE FOUNDATION | |||||||||||||
| 3200 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | 3 Henry W. Bloch Scholars | $1,840 | ||||||
| MID AMERICA ASSISTANCE COALITION | |||||||||||||
| 1 WEST ARMOUR BLVD SUITE 301 | KANSAS CITY | MO | 64111 | NONE | PC | Ongoing operating support Disaster Relief Fund | $10,000 | ||||||
| MINDDRIVE Inc | |||||||||||||
| 2615 Holmes | Kansas City | MO | 64108 | NONE | PC | STEM Education expansion | $30,000 | ||||||
| MOCSA | |||||||||||||
| 3100 BROADWAY STE 400 | KANSAS CITY | MO | 641112414 | NONE | PC | Ongoing operating support Better) - Bruce Pinsky | $11,000 | ||||||
| National Museum Of Toys and Miniatures | |||||||||||||
| 5235 Oak Street | Kansas City | MO | 641122877 | NONE | PC | National Excellence and Community Impact | $50,000 | ||||||
| NATIVITY PARISH SCHOOL | |||||||||||||
| 3800 W 119TH ST | LEAWOOD | KS | 66209 | NONE | PC | Matching gift | $2,400 | ||||||
| NATIVITY PARISH SCHOOL | |||||||||||||
| 3800 W 119TH ST | LEAWOOD | KS | 66209 | NONE | PC | Matching Gift | $2,000 | ||||||
| NORTHWESTERN UNIVERSITY | |||||||||||||
| 1208 DAVIS ST | EVANSTON | IL | 60208 | NONE | PC | Matching Gift - established to address the health and human service needs in the greater KC area created by the COVID-19 pandemic | $200 | ||||||
| NOTRE DAME DE SION | |||||||||||||
| 10631 WORNALL RD | KANSAS CITY | MO | 64114 | NONE | PC | MATCHING GIFT - gifts to the KC Regional COVID-19 Response and Recovery Fund | $1,000 | ||||||
| PEMBROKE HILL SCHOOL | |||||||||||||
| 400 W 51ST ST | KANSAS CITY | MO | 641122316 | NONE | PC | Matching Gift | $1,000 | ||||||
| Platte Senior Services Inc | |||||||||||||
| 11724 NW Plaza Circle Drive | Kansas City | MO | 641531158 | NONE | PC | Senior Nutrition Services | $25,000 | ||||||
| Powell Gardens | |||||||||||||
| 1609 NW US Highway 50 | Kingsville | MO | 64061 | NONE | PC | Collaboration with Lincoln University - John Phill | $2,700 | ||||||
| Reach Out and Read Kansas City | |||||||||||||
| 3901 Rainbow Blvd MS 1051 Support | Kansas City | KS | 66160 | NONE | PC | Board Training | $3,500 | ||||||
| READING POWER INC | |||||||||||||
| 736 N WESTERN AVE SUITE 226 | LAKE FOREST | IL | 600451820 | NONE | PC | Matching Gift | $100 | ||||||
| RESTART INC | |||||||||||||
| 918 E 9TH ST | KANSAS CITY | MO | 641063072 | NONE | PC | Family Shelter Program Better) - Sue Jayaratne | $100,000 | ||||||
| River of Refuge | |||||||||||||
| 5155 Raytown Road | Kansas City | MO | 64133 | NONE | PC | 2nd Floor expansion 2020 | $70,000 | ||||||
| Rockhurst High School | |||||||||||||
| 9301 State Line | Kansas City | MO | 64114 | NONE | PC | Matching Gift | $250 | ||||||
| Roseville Theater Arts Academy | |||||||||||||
| Attn Jennifer Vaughn 241 Vernon S | Roseville | CA | 956782632 | NONE | PC | Cash for Campions - Archey | $400 | ||||||
| Selah Downtown Association | |||||||||||||
| 8 N 1st St | Selah | WA | 98942 | NONE | PC | Cash for Champions for Melissa Gorham | $300 | ||||||
| SETON CENTER INC | |||||||||||||
| 2816 E 23RD ST | KANSAS CITY | MO | 64127 | NONE | PC | Five air purifier systems | $9,200 | ||||||
| Seton Hall Preparatory School | |||||||||||||
| 120 Northfield Ave | West Orange | NJ | 07052 | NONE | PC | Matching gift | $100 | ||||||
| Shawnee Indian Mission Foundation | |||||||||||||
| 3403 W 53rd St | Fairway | KS | 662052654 | NONE | PC | Matching gift | $150 | ||||||
| SHEPHERD'S CENTER KANSAS CITY CENTRAL | |||||||||||||
| 1111 W 39TH ST STE 200 | KANSAS CITY | MO | 64111 | NONE | PC | Ongoing operating support | $5,000 | ||||||
| SHOW ME KC SCHOOLS | |||||||||||||
| 4049 W PENNSYLVANIA AVE STE 301 | KANSAS CITY | MO | 64111 | NONE | PC | SCHOOL SMART KC CHALLENGE GRANT - FINAL OF 3 PYMTS Better) - Gloria Guevara | $25,000 | ||||||
| Soul of Santa Do Good Foundation | |||||||||||||
| 1722 E 17th Terr Ste 315 | Kansas City | MO | 641081644 | NONE | PC | Matching gift | $1,000 | ||||||
| St Albert the Great at Assumption Academy | |||||||||||||
| 9183 Broadview Road | Broadview Heights | OH | 441472595 | NONE | PC | Matching gift | $325 | ||||||
| The Coterie Theatre | |||||||||||||
| 2450 Grand Blvd | Kansas City | MO | 641082516 | NONE | PC | Ongoing operating support low-income populations | $9,000 | ||||||
| The Family Conservancy | |||||||||||||
| 444 Minnesota Aveenue Suite 200 | Kansas City | KS | 66101 | NONE | PC | Early Care and Education Hub Better) - Lauren Garcia | $100,000 | ||||||
| The LaunchCode Foundation | |||||||||||||
| 906 N 11th St | St Louis | MO | 63101 | NONE | PC | The addition of CoderGirl to KC programs | $50,000 | ||||||
| The Nature Conservancy Kansas Chapter | |||||||||||||
| 2420 NW Button Road | Topeka | MO | 66618 | NONE | PC | In memory of G. Kenneth Baum | $1,000 | ||||||
| The Nelson Gallery Foundation | |||||||||||||
| 4525 Oak Street | Kansas City | KS | 641111818 | NONE | PC | MATCHING GIFT | $2,500 | ||||||
| TNC COMMUNITY | |||||||||||||
| 12404 E US HIGHWAY 40 | INDEPENDENCE | MO | 64055 | NONE | PC | Homes for Individuals with Disabilities Fund | $25,000 | ||||||
| True Light Family Resource Center | |||||||||||||
| 712 East 31st Street | Kansas City | MO | 64109 | NONE | PC | Freedom House Repairs | $25,000 | ||||||
| UMKC FOUNDATION | |||||||||||||
| 5115 OAK STREET 202 ADMINISTRATIVE | KANSAS CITY | MO | 64112 | NONE | PC | Fall 21 tuition for Bloch Scholars | $90,586 | ||||||
| UMKC FOUNDATION | |||||||||||||
| 5115 OAK STREET 202 ADMINISTRATIVE | KANSAS CITY | MO | 64112 | NONE | PC | 34 Bloch (Legacy) Scholars - Spring 2021 course | $86,515 | ||||||
| UMKC FOUNDATION | |||||||||||||
| 5115 OAK STREET 202 ADMINISTRATIVE | KANSAS CITY | MO | 64112 | NONE | PC | Support services for students in Bloch Scholars | $13,000 | ||||||
| UMKC FOUNDATION | |||||||||||||
| 5115 OAK STREET 202 ADMINISTRATIVE | KANSAS CITY | MO | 64112 | NONE | PC | Summer 2021 tuition scholarships for Bloch scholar low-income populations | $11,788 | ||||||
| UMKC FOUNDATION | |||||||||||||
| 5115 OAK STREET 202 ADMINISTRATIVE | KANSAS CITY | MO | 64112 | NONE | PC | Management fees for gifts to non-endowed funds to increase capacity to serve vulnerable, low-income populations | $6,917 | ||||||
| UMKC FOUNDATION | |||||||||||||
| 5115 OAK STREET 202 ADMINISTRATIVE | KANSAS CITY | MO | 64112 | NONE | PC | FY21 Gift Fees for HWB Scholars Legacy Program awarded scholarships through the Henry W. Bloch Scholars Program from 2019 to 2028 | $2,009 | ||||||
| UMKC FOUNDATION | |||||||||||||
| 5115 OAK STREET 202 ADMINISTRATIVE | KANSAS CITY | MO | 64112 | NONE | PC | MATCHING GIFT | $1,500 | ||||||
| UNCW STUDENT AID ASSOCIATION | |||||||||||||
| 601 SOUTH COLLEGE ROAD | WILMINGTON | NC | 284035913 | NONE | PC | Restricted To: Softball Scholarships Protective Equipment made by the Maker Studio at Science City | $1,000 | ||||||
| UNICORN THEATRE | |||||||||||||
| 3828 MAIN ST | KANSAS CITY | MO | 641111915 | NONE | PC | Ongoing operating support | $9,000 | ||||||
| UNITED WAY OF GREATER KANSAS CITY | |||||||||||||
| 801 WEST 47TH STREET STE 500 | KANSAS CITY | MO | 64113 | NONE | PC | Eviction prevention Prevention | $100,000 | ||||||
| UNITED WAY OF GREATER KANSAS CITY | |||||||||||||
| 801 WEST 47TH STREET STE 500 | KANSAS CITY | MO | 64113 | NONE | PC | Leveraging Federal Resources | $70,000 | ||||||
| UNITED WAY OF GREATER KANSAS CITY | |||||||||||||
| 801 WEST 47TH STREET STE 500 | KANSAS CITY | MO | 64113 | NONE | PC | 2-1-1 referral and info line informaiton line | $10,000 | ||||||
| University Academy Foundation | |||||||||||||
| 8080 Ward Parkway Suite 201 | Kansas City | MO | 64114 | NONE | PC | Summer Internship Program | $30,000 | ||||||
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | |||||||||||||
| Business Financial Services 3201 | Santa Barbara | CA | 931062040 | NONE | PC | Restricted To: Phi Sigma Kappa Alumni Scholarship | $500 | 3201 Student Affairs and Administra | |||||
| University of California Berkeley | |||||||||||||
| UC Berkeley Foundation 1995 Univers | Berkeley | CA | 94704 | NONE | PC | MATCHING GIFT | $600 | PO Box 800 | |||||
| University of Central Missouri Alumni | |||||||||||||
| Smiser Alumni Center PO Box 800 | Warrensburg | MO | 64093 | NONE | PC | Matching gift | $250 | ||||||
| University of Missouri - Columbia | |||||||||||||
| 407 Reynolds Alumni Center | Columbia | MO | 65211 | NONE | PC | Matching Gift | $6,700 | ||||||
| University of Missouri - Columbia | |||||||||||||
| 407 Reynolds Alumni Center | Columbia | MO | 65211 | NONE | PC | Matching Gift - Restricted to MO 100 | $2,000 | 105 Garfield Ave PO Box 4004 | |||||
| URBAN NEIGHBORHOOD INITIATIVE | |||||||||||||
| 2300 MAIN ST STE 180 | KANSAS CITY | MO | 64108 | NONE | PC | Building Better Blocks program | $250,000 | 105 Garfield Ave PO Box 4004 | |||||
| VASSAR COLLEGE | |||||||||||||
| 161 College Ave Box 725 | Poughkeepsie | NY | 12538 | NONE | PC | Matching Gift | $2,500 | ||||||
| WHITEFISH COMMUNITY FOUNDATION | |||||||||||||
| PO BOX 1060 | WHITEFISH | MT | 59937 | NONE | PC | Matching gift | $4,000 | 800 Lancaster Ave | |||||
| CONTRIBUTIONS FROM PASS THROUGH ACTIVITY | |||||||||||||
| 4801 MAIN STREET | KANSAS CITY | MO | 64112 | NONE | PC | GENERAL SUPPORT | $10 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,646,038 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Urban Neighborhood Initiative | |||||||
| 2300 MAIN ST STE 180 | kansas city | MO | 64108 | NONE | PC | COMMUNITY GRANT | $250,000 |
| Comm Health Council of Wyandotte County | |||||||
| 755 Minnesota Avenue | Kansas City | KS | 66101 | NONE | PC | COMMUNITY GRANT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $350,000 | 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 | $9,989 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $650,726 | 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 | $9,861,347 | 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 | $10,522,062 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,522,062 | 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 | $64,169 | Amt |
| Net Investment Income | $24,718 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,251 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FURNITURE & FIXTUR | PropertyDesc |
| Acquired | 2021-07-01 | AcquiredDt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,502 | LegalFeesAmt |
| Net Investment Income | $6,751 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,751 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| DUE FROM M&H BLOCH FAM FDN | $55,379 |
| DUE FROM BROKER | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $3,083,448 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $15,218 | $15,218 | |
| SPECIAL EVENT EXPENSES | $3,142 | $2,985 | $157 |
| INSURANCE-GENERAL | $17,053 | ||
| PROFESSIONAL DEVELOPMENT | $780 | $780 | |
| OFFICE SUPPLIES | $120 | $120 | |
| MISCELLANEOUS | $4,804 | $10,123 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income (Loss) from passthrough activity | Desc |
| Net Investment Income | $570,008 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO HRB MANAGEMENT | $81,259 | $0 |
| DUE TO MHBFF | $0 | $37,131 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADV. & SERVICE FEES | $476,795 | $489,862 | |
| CONSULTING FEES | $3,282 | $164 | $3,118 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES FROM PASSTHROUGH | $34,907 | ||
| STATE TAXES | $20,380 | ||
| FOREIGN TAXES | $5,045 | $5,045 | |
| FEDERAL EXCISE TAXES | $70,000 | ||
| PAYROLL TAXES | $3,062 | $19,129 | $18,720 |