H & R BLOCK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- H & R BLOCK FOUNDATION (EIN 23-7378232)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349106541
- Schema version
- 2020v4.1
- 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 | 2021-11-15T14:41:06-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD 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 | 2020-01-01 | 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 | 2021-11-15 | 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,777,372 | 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 | $250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,560 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $96,272 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $644,131 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $669,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,379,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,322,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,395,815 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $105,923 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,295,025 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,267,019 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $172,616 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,619 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $144,997 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,279 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,565 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,714 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $38,364 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $19,182 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,182 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,713 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,514 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $658,482 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $428,384 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $225,483 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,995 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $51,456 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $3,943 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $197 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,746 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,706 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $235 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,471 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,391 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $233,913 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $997,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $790,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $457,407 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,612,397 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,612,403 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,609,886 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $790,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,069,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$314,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,476,243 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,437,889 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,336,735 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,336,735 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $62,497,250 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,380,784 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,380,784 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,474 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $4,474 | LandEOYAmt |
| Land EOYFMV | $4,474 | LandEOYFMVAmt |
| Other Assets BOY | $201,821 | OtherAssetsBOYAmt |
| Other Assets EOY | $55,379 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $55,379 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $66,136,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,777,372 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,777,372 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $76,644 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $81,259 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $76,644 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $81,259 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $66,060,316 | CapitalStockBOYAmt |
| Capital Stock EOY | $70,696,113 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,060,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,696,113 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $66,136,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $70,777,372 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,060,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$314,861 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,950,658 | OtherIncreasesAmt |
| Subtotal | $70,696,113 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $70,696,113 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $24,022,391 | $21,564,924 | $2,457,467 | $2,457,467 |
| GAINS FROM PASSTHROUGH ACTIVITIES | $118,415 | $118,415 | $118,415 | |
| CAPITAL GAIN ON SALE OF PTP | $1,181,936 | $1,362,003 | -$180,067 | -$180,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,395,815 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,420 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $34,420 | SubtotalAmt |
| Tax Based On Investment Income | $34,420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,210 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $77,210 | TotalPaymentsAndCreditsAmt |
| Overpayment | $42,790 | OverpaymentAmt |
| Applied To ES Tax | $42,790 | 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS M BLOCH | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | CHAIRMAN, 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 | DIRECTOR | 0.75 | $0 | $0 | $0 |
| JOHN R PHILLIPS | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | 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 | $67,980 | $6,383 | $0 |
| CAREY WILKERSON-LOONEY | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | SECRETARY | 30.0 | $104,636 | $15,896 | $0 |
| LEO E MORTON | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| HEATHER R WATTS | ||||||||
| 4801 MAIN STREET STE 400 | Kansas City | MO | 64112 | DIRECTOR | 0.5 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cambridge Associates LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 412015 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022412015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Consultin | ServiceTypeTxt |
| Compensation | $98,864 | 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 | $28,959,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,036,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,172,506 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,168,649 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,168,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $917,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,251,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,012,556 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,012,556 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,420 | TotalTaxAmt |
| Distributable Before Adj | $2,978,136 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,978,136 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,978,136 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,069,810 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,069,810 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,069,810 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,978,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $242,131 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $80,484 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $63,962 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,873 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,998 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $513,448 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,069,810 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,978,136 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $91,674 | RemainingDistriFromCorpusAmt |
| Total Corpus | $605,122 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $242,131 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $362,991 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $80,484 | ExcessFromYear4Amt |
| Excess From Year3 | $63,962 | ExcessFromYear3Amt |
| Excess From Year2 | $53,873 | ExcessFromYear2Amt |
| Excess From Year1 | $72,998 | ExcessFromYear1Amt |
| Excess From Current Year | $91,674 | 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 (134 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTS KC-Regional Arts Council | |||||||||||||
| 106 Southwest Blvd | Kansas City | MO | 64108 | NONE | PC | Catalyst Grants made to small and mid-sized arts organizations through the ArtsKC grantmaking program | $15,000 | ||||||
| ARTS KC-Regional Arts Council | |||||||||||||
| 106 Southwest Blvd | Kansas City | MO | 64108 | NONE | PC | the ArtsKC Grants program | $200,000 | ||||||
| Baruch College Fund | |||||||||||||
| One Bernard Baruch Way | New York | NY | 10010 | NONE | PC | HRB Employee Matching Gift Program | $1,000 | ||||||
| Billings Catholic Schools | |||||||||||||
| 215 North 31st Street | Billings | MT | 59101 | NONE | PC | HRB Employee Matching Gift Program | $1,000 | ||||||
| Camps for Kids | |||||||||||||
| 5913 Woodson Rd | Mission | KS | 66202 | NONE | PC | scholarships to attend summer camp | $6,500 | ||||||
| Cooperative ESL Ministries | |||||||||||||
| NONE | PC | H & R Block Employee Cash for Champions Program | $400 | PO BOX 65172 | CALGARY | ALBERTA | CA | T2N 4T6 | |||||
| Donnelly College | |||||||||||||
| 608 N 18th Street | Kansas City | KS | 66102 | HWB Scholars | PC | Funds to support Henry W. Bloch Scholars during 20 | $39,990 | ||||||
| Donnelly College | |||||||||||||
| 608 N 18th Street | Kansas City | KS | 66102 | HWB Scholars | PC | Funds to support Henry W. Bloch Scholars during 20 | $37,082 | ||||||
| Erin Andra Wilson Foundation | |||||||||||||
| 121 W 48th Street | Kansas City | MO | 64112 | NONE | PC | HRBF Board of Directors Matching Gift Program | $668 | ||||||
| Georgia Tech Foundation | |||||||||||||
| Office of Development | Atlanta | GA | 30332 | NONE | PC | HRB Corporate Board Matching Gift Program | $5,000 | ||||||
| Great Plains SPCA | |||||||||||||
| 5428 Antioch Drive | Merriam | KS | 66202 | NONE | PC | HRB Employee Matching Gift Program | $200 | ||||||
| Harvesters - The Community Food Network | |||||||||||||
| 3801 Topping Avenue | Kansas City | MO | 64129 | NONE | PC | ongoing operating support | $25,000 | ||||||
| Henry Wollman Bloch Fountain Fund at the Greater K | |||||||||||||
| 1055 Broadway | Kansas City | MO | 64105 | HWB FOUNTAIN | PC | support for major capital improvements to the Henr | $45,000 | ||||||
| Henry Wollman Bloch Fountain Fund at the Greater K | |||||||||||||
| 1055 Broadway | Kansas City | MO | 64105 | HWB FOUNTAIN | PC | support for major capital improvements to the Henr | $25,000 | ||||||
| James C Ferrer Education Foundation | |||||||||||||
| 200 Tuckahoe Road | Southampton | NY | 11968 | NONE | PC | HRB Corporate Board Matching Gift Program | $1,000 | ||||||
| Kansas City Art Institute | |||||||||||||
| 4415 Warwick Blvd | Kansas City | MO | 64111 | NONE | PC | ongoing operation of the H&R Block ArtSpace | $20,000 | ||||||
| Kansas City Ballet | |||||||||||||
| 500 West Pershing Road | Kansas City | MO | 64108 | NONE | PC | community engagement and education programs. | $15,000 | ||||||
| Kansas City Friends of Alvin Ailey | |||||||||||||
| 1714 East 18th Street | Kansas City | MO | 64108 | NONE | PC | ongoing operating support | $12,000 | ||||||
| Kansas City Repertory Theatre | |||||||||||||
| 4825 Troost Ave | Kansas City | MO | 64110 | NONE | PC | HRBF Board of Directors Matching Gift Program | $1,000 | ||||||
| Kansas City Repertory Theatre | |||||||||||||
| 4825 Troost Ave | Kansas City | MO | 64110 | NONE | PC | ongoing programs and operations of the Spencer The | $15,000 | ||||||
| Kansas City Symphony | |||||||||||||
| 1703 Wyandotte St | Kansas City | MO | 64108 | NONE | PC | ongoing program and operating support | $25,000 | ||||||
| Kansas City Young Audiences | |||||||||||||
| 3732 Main St | Kansas City | MO | 64111 | NONE | PC | ongoing operation of the Arts Partners | $13,000 | ||||||
| Kansas State University Foundation | |||||||||||||
| 1800 Kimball Avenue | Manhattan | KS | 66502 | NONE | PC | HRB Employee Matching Gift Program | $200 | ||||||
| Kansas University Endowment Association | |||||||||||||
| 3901 Rainbow Blvd | Kansas City | KS | 66160 | NONE | PC | HRB Employee Matching Gift Program | $500 | ||||||
| Kansas University Endowment Association | |||||||||||||
| 3901 Rainbow Blvd | Kansas City | KS | 66160 | NONE | PC | HRB Employee Matching Gift Program | $100 | ||||||
| Kansas University Endowment Association | |||||||||||||
| 3901 Rainbow Blvd | Kansas City | KS | 66160 | NONE | PC | HRB Employee Matching Gift Program | $1,000 | ||||||
| KCPT-Public Television 19 | |||||||||||||
| 125 East 31st Street | Kansas City | MO | 64108 | NONE | PC | HRBF Board of Directors Matching Gift Program | $5,000 | ||||||
| Lead to Read | |||||||||||||
| 6022 N Strathbury Ave | Kansas City | MO | 64151 | NONE | PC | the digital reading-based volunteer program pilot | $26,500 | ||||||
| LevelUp Kids | |||||||||||||
| 5416 NE Antioch Road | Kansas City | MO | 64119 | NONE | PC | H&R Block Employee Cash for Champions Program | $100 | ||||||
| Lyric Opera of Kansas City | |||||||||||||
| 1725 Holmes Street | Kansas City | MO | 64108 | NONE | PC | ongoing programs and operations | $15,000 | ||||||
| Marlborough Community Coalition | |||||||||||||
| 1809 E 80th Street | Kansas City | MO | 64132 | NONE | PC | the Marlborough Community Land Trust | $40,000 | ||||||
| Massachusetts Institute of Technology | |||||||||||||
| 600 Memorial Drive | Cambridge | MA | 02139 | NONE | PC | HRB Employee Matching Gift Program | $100 | ||||||
| Metropolitan Community College Foundation | |||||||||||||
| 3200 Broadway | Kansas City | MO | 64111 | HWB Scholars | PC | Funds to support activities and emergency assistance needs of Henry W. Bloch Scholars during 2019 | $176 | ||||||
| Metropolitan Community College Foundation | |||||||||||||
| 3200 Broadway | Kansas City | MO | 64111 | HWB Scholars | PC | Funds to support Henry W. Bloch Scholars during 2020 | $24,663 | ||||||
| Mid America Assistance Coalition | |||||||||||||
| 1 West Armour Blvd | Kansas City | MO | 64111 | NONE | PC | ongoing operating support | $10,000 | ||||||
| MOCSA | |||||||||||||
| 3100 Broadway | Kansas City | MO | 64111 | NONE | PC | ongoing operating support | $11,000 | ||||||
| Mount Carmel Redevelopment Corporation | |||||||||||||
| 1130 Troup Avenue | Kansas City | KS | 66104 | NONE | PC | the Financial and Homebuyer Education Program | $25,000 | ||||||
| Oikos Development Corporation | |||||||||||||
| 1712 Main Street | Kansas City | MO | 64111 | NONE | PC | the startup of Oikos Development Corporation | $50,000 | ||||||
| Pittsburg State University Foundation | |||||||||||||
| 401 East Ford | Pittsburg | KS | 66762 | NONE | PC | HRB Employee Matching Gift Program | $50 | ||||||
| President & Fellows of Harvard College | |||||||||||||
| PO Box 419209 | Boston | MA | 02241 | NONE | PC | HRBF Board of Directors Matching Gift Program | $2,500 | ||||||
| Safehome Inc | |||||||||||||
| PO Box 4563 | Overland Park | KS | 66204 | NONE | PC | Safehome's kitchen upgrades | $23,000 | ||||||
| Saint Luke's Foundation | |||||||||||||
| 901 E 104th Street | Kansas City | MO | 64131 | NONE | PC | HRBF Board of Directors Matching Gift Program | $2,000 | ||||||
| Southern Methodist University | |||||||||||||
| Po Box 750261 | Dallas | TX | 75275 | NONE | PC | HRBF Board of Directors Matching Gift Program | $2,000 | ||||||
| The CoterIe Theatre | |||||||||||||
| 2450 Grand Blvd | Kansas City | MO | 64108 | NONE | PC | ongoing programs and operations | $9,000 | ||||||
| The Literacy Lab | |||||||||||||
| 4049 Pennsylvania | Kansas City | MO | 64111 | NONE | PC | program expansion | $25,000 | ||||||
| The Nelson Gallery Foundation | |||||||||||||
| 4525 Oak Street | Kansas City | MO | 64111 | NONE | PC | HRBF Board of Directors Matching Gift Program | $1,000 | ||||||
| The Shepherd's Center Kansas City Central | |||||||||||||
| 1111 W 39th St | Kansas City | MO | 64111 | NONE | PC | ongoing operating support | $5,000 | ||||||
| Thrive Health Connections | |||||||||||||
| 5008 Prospect Avenue | Kansas City | MO | 64130 | NONE | PC | hiring an additional mental health professional | $28,600 | ||||||
| UMKC Foundation | |||||||||||||
| 5115 Oak St | Kansas City | MO | 64112 | HWB Scholars | PC | Funds to support Henry W. Bloch Scholars original program at UMKC (ONLY) during 2020 | $205,192 | ||||||
| UMKC Foundation | |||||||||||||
| 5115 Oak St | Kansas City | MO | 641102235 | NONE | PC | HRBF Board of Directors Matching Gift Program | $2,000 | ||||||
| UMKC Foundation | |||||||||||||
| 5115 Oak St | Kansas City | MO | 641102235 | NONE | PC | HRBF Board of Directors Matching Gift Program | $150 | ||||||
| UNCW Student Aid Association | |||||||||||||
| 601 S College Rd | Wilmington | NC | 28403 | NONE | PC | HRB Employee Matching Gift Program | $1,000 | ||||||
| Unicorn Theatre | |||||||||||||
| 3828 Main Street | Kansas City | MO | 64111 | NONE | PC | ongoing operating support | $9,000 | ||||||
| United Way of Greater Kansas City | |||||||||||||
| 801 W 47th Street | Kansas City | MO | 64113 | NONE | PC | COVID-19: Additional COVID-related workload | $100,000 | ||||||
| United Way of Greater Kansas City | |||||||||||||
| 801 W 47th Street | Kansas City | MO | 64113 | NONE | PC | COVID-19: Metro Family Violence Coalition for Domestic Violence Survivor Housing | $150,000 | ||||||
| University of Missouri-Columbia | |||||||||||||
| 407 Reynolds Alumni Center | Columbia | MO | 65211 | NONE | PC | HRB Employee Matching Gift Program | $1,000 | ||||||
| University of Missouri-Columbia | |||||||||||||
| 407 Reynolds Alumni Center | Columbia | MO | 65211 | NONE | PC | HRB Employee Matching Gift Program | $1,000 | ||||||
| University of Missouri-Columbia | |||||||||||||
| 407 Reynolds Alumni Center | Columbia | MO | 65211 | NONE | PC | HRB Employee Matching Gift Program | $2,000 | ||||||
| Urban Neighborhood Initiative | |||||||||||||
| 2300 Main St | Kansas City | MO | 64108 | NONE | PC | the Vacant to Vibrant Initiative | $249,000 | ||||||
| Vassar College | |||||||||||||
| 161 College Ave | Poughkeepsie | NY | 12538 | NONE | PC | HRB Corporate Board Matching Gift Program | $2,500 | ||||||
| Whitefish Community Foundation | |||||||||||||
| 214 Second Street West | Whitefish | MT | 59937 | NONE | PC | HRB Corporate Board Matching Gift Program | $4,300 | ||||||
| Young Men's Christian Association of Metropolitan | |||||||||||||
| 1112 16th Street NW | Washington | DC | 20036 | NONE | PC | HRB Corporate Board Matching Gift Program | $5,000 | ||||||
| Youth Volunteer Corps | |||||||||||||
| 1025 Jefferson Street | Kansas City | MO | 64105 | NONE | PC | start up of the YVC Leadership Academy | $25,000 | ||||||
| ALS Association - Midwest Chapter | |||||||||||||
| 6405 Metcalf | Overland Park | KS | 66202 | NONE | PC | HRBF Board of Directors Matching Gift Program | $668 | Suite 205 | |||||
| Boston College | |||||||||||||
| Office of University Advancement | Chestnut Hill | MA | 02467 | NONE | PC | HRB Corporate Board Matching Gift Program | $5,000 | ||||||
| Center for Practical Bioethics | |||||||||||||
| 1111 Main Street | Kansas City | MO | 64105 | NONE | PC | HRBF Board of Directors Matching Gift Program | $1,000 | ||||||
| Center of Grace | |||||||||||||
| 520 S Harrison | Olathe | KS | 660616459 | NONE | PC | the Growing with Grace capital campaign | $25,000 | ||||||
| City of Kansas City Missouri | |||||||||||||
| 414 E 12th Street | Kansas City | MO | 641062768 | NONE | GOV | the city of Kansas City Missouri's Market Valuation Analysis report update | $10,000 | ||||||
| Colorado Springs Christian Schools | |||||||||||||
| 4855 Mallow Rd | Colorado Spgs | CO | 809074422 | NONE | PC | HRB Employee Matching Gift Program | $1,000 | ||||||
| Community Capital Fund | |||||||||||||
| 3200 Wayne Ave | Kansas City | MO | 641092062 | NONE | PC | the Neighborhoods Rising Fund | $10,000 | ||||||
| COMPASS Youth Collaborative | |||||||||||||
| 55 Airport Road | Hartford | CT | 06114 | NONE | PC | HRB Corporate Board Matching Gift Program | $5,000 | ||||||
| Comprehensive Mental Health Services | |||||||||||||
| PO Box 260 | Independence | MO | 640510260 | NONE | PC | COVID-19: increased capacity to serve vulnerable, low-income populations | $25,000 | ||||||
| Curators of the University of Missouri Special Tru | |||||||||||||
| 118 University Hall | Columbia | MO | 652113020 | NONE | PC | H&R Block Employee Cash for Champions Program | $100 | ||||||
| Curators of the University of Missouri Special Tru | |||||||||||||
| 118 University Hall | Columbia | MO | 652113020 | NONE | PC | HRB Employee Matching Gift Program | $1,000 | ||||||
| Dignity Health Foundation | |||||||||||||
| 185 Berry St | San Francisco | CA | 94107 | NONE | SO I | HRB Corporate Board Matching Gift Program | $5,000 | ||||||
| Fork Union Military Academy | |||||||||||||
| 4744 James Madison Hwy | Fork Union | VA | 22963 | NONE | PC | HRB Employee Matching Gift Program | $1,000 | ||||||
| Fork Union Military Academy | |||||||||||||
| 4744 James Madison Hwy | Fork Union | VA | 22963 | NONE | PC | HRB Employee Matching Gift Program | $1,000 | ||||||
| Friends of Johnson County Mental Health | |||||||||||||
| 6000 Lamar | Mission | KS | 662023234 | NONE | PC | COVID-19: increased capacity to serve vulnerable, low-income populations | $25,000 | ||||||
| Guadalupe Center Inc | |||||||||||||
| 1015 Avenida Cesar E Chavez | Kansas City | MO | 641082235 | NONE | PC | Hotshot acquisition | $50,000 | ||||||
| H&R Block Associate Disaster Relief Fund (hrbl05) | |||||||||||||
| 4801 MAIN STREET Ste 400 | Kansas City | MO | 64112 | NONE | PC | COVID-19: Seed funding for the HRB Associate Disaster Relief Fund | $100,000 | ||||||
| Hackley School | |||||||||||||
| 293 Benedict Ave | Tarrytown | NY | 105914327 | NONE | PC | HRB Corporate Board Matching Gift Program | $2,500 | ||||||
| Henrico Education Foundation Incorporated | |||||||||||||
| PO Box 31413 | Henrico | VA | 232941413 | NONE | PC | 2020 Associate Volunteer Award (Make Every Block Better) - Bruce Pinsky | $2,500 | ||||||
| Jackson County Historical Society | |||||||||||||
| PO Box 4241 | Independence | MO | 640514241 | NONE | PC | KC History Now | $15,000 | ||||||
| Johns Hopkins University | |||||||||||||
| 3910 Keswick Road | Baltimore | MD | 21211 | NONE | PC | HRBF Board of Directors Matching Gift Program | $1,000 | ||||||
| Kansas City Pre-K Cooperative Fund at the GKCCF | |||||||||||||
| 1055 Broadway | Kansas City | MO | 64105 | NONE | PC | the Kansas City Pre-K Cooperative Fund at the GKCCF | $100,000 | ||||||
| Kansas City Regional COVID-19 Response and Recover | |||||||||||||
| 1055 Broadway | Kansas City | MO | 64105 | NONE | PC | COVID-19: a collaborative funding pool established to address the health and human service needs in the greater KC area created by the COVID-19 pandemic | $100,000 | ||||||
| Kansas City Regional COVID-19 Response and Recover | |||||||||||||
| 1055 Broadway | Kansas City | MO | 64105 | NONE | PC | COVID-19: matching grant for H&R Block assocaite gifts to the KC Regional COVID-19 Response and Recovery Fund | $30,000 | ||||||
| Kansas University Endowment Association | |||||||||||||
| PO Box 928 | Lawrence | KS | 660440923 | NONE | PC | HRBF Board of Directors Matching Gift Program | $500 | ||||||
| Leukemia and Lymphoma Society - Mid America Chapte | |||||||||||||
| 6811 Shawnee Mission Pkwy | Shawnee Mission | KS | 66202 | NONE | PC | H&R Block Employee Cash for Champions Program | $400 | ||||||
| Leukemia Society of America Inc | |||||||||||||
| 3 International Drive | Rye Brook | NY | 105737500 | NONE | PC | HRBF Board of Directors Matching Gift Program | $2,000 | ||||||
| Linda Hall Library of Science Engineering & Techn | |||||||||||||
| 5109 Cherry Street | Kansas City | MO | 64110 | NONE | PC | HRBF Board of Directors Matching Gift Program | $700 | ||||||
| Little Red School House Inc | |||||||||||||
| 40 Charlton Street | New York | NY | 10014 | NONE | PC | HRB Corporate Board Matching Gift Program | $1,500 | ||||||
| Love Fund for Children Inc | |||||||||||||
| 3030 Summit Street | Kansas City | MO | 641083312 | NONE | PC | 2020 Associate Volunteer Award (Make Every Block Better) - Sue Jayaratne | $7,500 | ||||||
| Metropolitan Community College Foundation | |||||||||||||
| 3200 Broadway | Kansas City | MO | 64111 | HWB Scholars | PC | Funds to support Henry W. Bloch Scholars during 2020 | $18,377 | ||||||
| MOCSA | |||||||||||||
| 3100 Broadway | Kansas City | MO | 64111 | NONE | PC | Victims of Crime Act funding | $50,000 | ||||||
| National Assocation of Basketball Coaches Foundati | |||||||||||||
| 1111 Main Street | Kansas City | MO | 64105 | NONE | PC | HRBF Board of Directors Matching Gift Program | $1,000 | ||||||
| National Shrine of Mary Mother of the Church | |||||||||||||
| 176 Marian Drive | Laurie | MO | 65037 | NONE | PC | HRBF Board of Directors Matching Gift Program | $234 | ||||||
| Nebraska Humane Society | |||||||||||||
| 8929 Fort Street | Omaha | NE | 681342842 | NONE | PC | HRB Corporate Board Matching Gift Program | $5,000 | ||||||
| Nebraska Humane Society | |||||||||||||
| 8929 Fort Street | Omaha | NE | 681342842 | NONE | PC | HRB Corporate Board Matching Gift Program | $5,000 | ||||||
| North St Louis County Habitat for Humanity | |||||||||||||
| PO Box 24 | Virginia | MN | 55792 | NONE | PC | 2020 Associate Volunteer Award (Make Every Block Better) - Doug Gettle | $2,500 | ||||||
| Notre Dame de Sion | |||||||||||||
| 10631 Wornall Road | Kansas City | MO | 64114 | NONE | PC | HRB Employee Matching Gift Program | $1,000 | ||||||
| Our Lady of Guadalupe | |||||||||||||
| 1124 Beech Street | Baytown | TX | 77520 | NONE | PC | 2020 Associate Volunteer Award (Make Every Block Better) - Gloria Guevara | $7,500 | ||||||
| Pembroke Hill School | |||||||||||||
| 400 W 51st St | Kansas City | MO | 641122316 | NONE | PC | HRBF Board of Directors Matching Gift Program | $3,000 | ||||||
| Pembroke Hill School | |||||||||||||
| 400 W 51st St | Kansas City | MO | 641122316 | NONE | PC | HRBF Board of Directors Matching Gift Program | $1,000 | ||||||
| ReDiscover | |||||||||||||
| 901 NE Independence Ave | Lees Summit | MO | 640865544 | NONE | PC | COVID-19: increased capacity to serve vulnerable, low-income populations | $25,000 | ||||||
| Rhode Island Dream Center | |||||||||||||
| 330 Park Ave | Cranston | RI | 029051228 | NONE | PC | 2020 Associate Volunteer Award (Make Every Block Better) - Lauren Garcia | $7,500 | ||||||
| Rose Brooks Center | |||||||||||||
| PO Box 320599 | Kansas City | MO | 641320599 | NONE | PC | HRBF Board of Directors Matching Gift Program | $5,750 | ||||||
| Saint Luke's Foundation | |||||||||||||
| 901 E 104th Street | Kansas City | MO | 64131 | NONE | PC | HRBF Board of Directors Matching Gift Program | $1,650 | ||||||
| Saint Luke's Foundation | |||||||||||||
| 901 E 104th Street | Kansas City | MO | 64131 | NONE | PC | HRBF Board of Directors Matching Gift Program | $1,650 | ||||||
| SchoolSmartKC | |||||||||||||
| 3105 Gillham Road | Kansas City | MO | 64109 | NONE | PC | KC Schools Technology and Connectivity Access Fund | $5,000 | ||||||
| Southern Methodist University | |||||||||||||
| Po Box 750261 | Dallas | TX | 752750261 | NONE | PC | HRBF Board of Directors Matching Gift Program | $2,000 | ||||||
| Teachers Like Me | |||||||||||||
| 3001 Cleveland Ave | Kansas City | MO | 641281702 | NONE | PC | Start-up costs for Teachers Like Me | $10,000 | ||||||
| The Battle Within Inc | |||||||||||||
| PO Box 2878 | Olathe | KS | 660630878 | NONE | PC | construction of the Leap of Faith challenge course | $10,000 | ||||||
| The CALL | |||||||||||||
| PO Box 25524 | Little Rock | AR | 722215524 | NONE | PC | 2020 Associate Volunteer Award (Make Every Block Better) - Wayna Sue Burgess | $2,500 | ||||||
| Tri-County Community Mental Health Services | |||||||||||||
| 3100 NE 83rd Street | Kansas City | MO | 641194400 | NONE | PC | COVID-19: increased capacity to serve vulnerable, low-income populations | $25,000 | ||||||
| Truman Medical Center Charitable Foundation | |||||||||||||
| 2310 Holmes | Kansas City | MO | 641082602 | NONE | PC | COVID-19: Restricted to Truman Behavioral Health to increase capacity to serve vulnerable, low-income populations | $25,000 | ||||||
| UMKC Foundation | |||||||||||||
| 5115 Oak Street | Kansas City | MO | 64112 | HWB Scholars | PC | intensive support services provided for students awarded scholarships through the Henry W. Bloch Scholars Program from 2019 to 2028 | $13,000 | ||||||
| Unified School District #500 Kansas City Kansas P | |||||||||||||
| 2010 North 59th Street | Kansas City | KS | 66104 | NONE | PC | HRB Employee Matching Gift Program | $545 | ||||||
| Union Station Kansas City Inc | |||||||||||||
| 30 West Pershing Road | Kansas City | MO | 64108 | NONE | PC | COVID-19: production and distribution of Personal Protective Equipment made by the Maker Studio at Science City | $40,000 | ||||||
| United Inner City Services | |||||||||||||
| 2008 E 12th Street | Kansas City | MO | 64127 | NONE | PC | H&R Block Employee Cash for Champions Program | $400 | ||||||
| United Way of Greater Kansas City | |||||||||||||
| 801 W 47th Street | Kansas City | MO | 64113 | NONE | PC | COVID-19: Regional Eviction and Foreclosure Prevention | $150,000 | ||||||
| United Way of Greater Kansas City | |||||||||||||
| 801 W 47th Street | Kansas City | MO | 64113 | NONE | PC | HRBF Board of Directors Matching Gift Program | $3,532 | ||||||
| United Way of Greater Kansas City | |||||||||||||
| 801 W 47th Street | Kansas City | MO | 64113 | NONE | PC | ongoing operation of the 2-1-1- referral and informaiton line | $10,000 | ||||||
| Univeristy of Nebraska Foundation | |||||||||||||
| PO Box 82555 | Lincoln | NE | 685012555 | NONE | PC | HRBF Board of Directors Matching Gift Program | $2,000 | ||||||
| University of California Santa Barbara | |||||||||||||
| Business Financial Services | Santa Barbara | CA | 931062040 | NONE | PC | HRB Employee Matching Gift Program | $500 | 3201 Student Affairs and Administra | |||||
| University of Central Missouri Alumni Foundation | |||||||||||||
| Smiser Alumni Center | Warrensburg | MO | 64093 | NONE | PC | HRB Employee Matching Gift Program | $100 | PO Box 800 | |||||
| University of Notre Dame | |||||||||||||
| 1100 Grace Hall | Notre Dame | IN | 465565612 | NONE | PC | HRB Employee Matching Gift Program | $120 | ||||||
| University of Virgnia Law School Foundation | |||||||||||||
| 580 Massie Road | Charlottesvlle | VA | 22903 | NONE | PC | HRB Employee Matching Gift Program | $200 | ||||||
| University of Wisconsin Eau Claire Foundation | |||||||||||||
| 214 Schofield Hall | Eau Claire | WI | 547024004 | NONE | PC | HRB Corporate Board Matching Gift Program | $5,000 | 105 Garfield Ave PO Box 4004 | |||||
| University of Wisconsin Eau Claire Foundation | |||||||||||||
| 214 Schofield Hall | Eau Claire | WI | 547024004 | NONE | PC | HRB Corporate Board Matching Gift Program | $5,000 | 105 Garfield Ave PO Box 4004 | |||||
| Urban Neighborhood Initiative | |||||||||||||
| 2300 Main Street | Kansas City | MO | 64108 | NONE | PC | UNI's fund development specialit | $17,500 | ||||||
| Villanova University | |||||||||||||
| Development Office | Villanova | PA | 190851673 | NONE | PC | HRB Employee Matching Gift Program | $1,000 | 800 Lancaster Ave | |||||
| Visiting Nurse Association | |||||||||||||
| 1500 Meadow Lake Pkwy | Kansas City | MO | 641141600 | NONE | PC | re-establishing the hospice care program | $25,000 | ||||||
| Wyandot Behavioral Health Network Inc | |||||||||||||
| 757 Armstrong Ave | Kansas City | KS | 661012701 | NONE | PC | COVID-19: increased capacity to serve vulnerable, low-income populations | $25,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,612,397 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HENRY WOLLMAN BLOCH FOUNTAIN (2020) | |||||||
| 1055 BROADWAY | KANSAS CITY | MO | 64105 | HWB FOUNTAIN | PC | PLEDGED GRANT | $255,000 |
| Community Capital Fund | |||||||
| 3200 Wayne Ave | Kansas City | MO | 64109 | NONE | PC | PLEDGED GRANT | $20,000 |
| HRB Associate Disaster Fund | |||||||
| 4801 MAIN STREET STE 400 | KANSAS CITY | MO | 64112 | NONE | PC | PLEDGED GRANT | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $475,000 | 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 | $21,560 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $644,131 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,379,334 | 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 | $3,045,025 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,045,025 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HR BLOCK INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 H and R Block Way | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $61,713 | Amt |
| Net Investment Income | $26,225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,514 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $38,364 | LegalFeesAmt |
| Net Investment Income | $19,182 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,182 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM M&H BLOCH FAM FDN | $51,358 | $55,379 | $55,379 |
| DUE FROM BROKER | $150,463 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $16,287 | $16,287 | |
| SPECIAL EVENT EXPENSES | $2,654 | $2,521 | $133 |
| INSURANCE-GENERAL | $6,958 | ||
| MISCELLANEOUS | $3,492 | $3,492 | |
| OTHER DEDUCTIONS FROM PASSTHRO | $233,780 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income (Loss) from Schedules K-1 | Desc |
| Net Investment Income | $105,923 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $4,950,658 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO HRB MANAGEMENT | Desc |
| BOY Book Value | $76,644 | BOYBookValueAmt |
| EOY Book Value | $81,259 | 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 | $387,082 | $387,082 | |
| MANAGEMENT FEES | $252,109 | $40,337 | $207,157 |
| CONSULTING FEES | $19,291 | $965 | $18,326 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt |
|---|---|---|
| FOREIGN TAXES FROM PASSTHROUGH | $51,456 | |
| STATE TAXES | $5,995 |