MARION AND HENRY BLOCH FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARION AND HENRY BLOCH FAMILY FOUNDATION (EIN 45-4047901)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349105321
- 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 | 2021-11-15T11:18:11-06:00 | 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 | 454047901 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marion and Henry Bloch Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID MILES | InCareOfNm |
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 8168544361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 Main Street Ste 400 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MILES | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8168544361 | PhoneNum |
| Signature | 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 | PersonFirstNm |
| Person Last | MILES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000000000 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $604,517,537 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $119,138,332 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,119,314 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,043,823 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,688,911 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,521,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,591,548 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $228,932,741 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,695,595 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $176 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,877,945 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $135,538,281 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,138,799 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $203,940 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,630 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $171,310 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $19,150 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,064 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $16,086 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $37,671 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,884 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $35,787 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $80,238 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,353 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,151 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,342,913 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,768,802 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $570,090 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $114,544 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $137,250 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $4,727 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $236 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,491 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,476 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $524 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,952 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $68,859 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $290 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,668 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,882,518 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,952,033 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $868,535 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,572,570 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,572,570 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,455,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,952,033 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,441,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $117,083,193 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,186,766 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $455,616 | CashBOYAmt |
| Cash EOY | $249,868 | CashEOYAmt |
| Cash EOYFMV | $249,868 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,827,003 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,385,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,385,944 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $400,905,723 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $581,841,483 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $581,841,483 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $40,242 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $40,242 | LandEOYAmt |
| Land EOYFMV | $40,242 | LandEOYFMVAmt |
| Other Assets BOY | $2,628,798 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $421,817,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $604,517,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $604,517,537 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $51,358 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $55,379 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $51,358 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,379 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $421,765,782 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $604,462,158 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $421,765,782 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $604,462,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $421,817,140 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $604,517,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $421,765,782 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $117,083,193 | ExcessRevenueOverExpensesAmt |
| Other Increases | $65,613,183 | OtherIncreasesAmt |
| Subtotal | $604,462,158 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $604,462,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $220,714,990 | $208,224,890 | $12,490,100 | $12,490,100 |
| GAIN FROM PASSTHROUGH ACTIVITES | P | $1,431,511 | $1,431,511 | $1,431,511 | |
| CAPITAL GAIN ON SALE OF PTP | P | $6,786,240 | $7,012,256 | -$226,016 | -$226,016 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,695,595 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $280,596 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $280,596 | SubtotalAmt |
| Tax Based On Investment Income | $280,596 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $136,647 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $230,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $366,647 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,457 | EsPenaltyAmt |
| Overpayment | $83,594 | OverpaymentAmt |
| Applied To ES Tax | $83,594 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | BLOCHFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID MILES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168544372 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 MAIN STREET SUITE 400 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS M BLOCH | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | CHAIRMAN & DIRECTOR | 3.0 | $0 | $0 | $0 |
| ROBERT L BLOCH | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | V. CHAIRMAN/TREASURER/DIRECTOR | 0.5 | $0 | $0 | $0 |
| MARY JO BROWN | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | ASSISTANT SECRETARY & DIRECTOR | 0.5 | $0 | $0 | $0 |
| BRUCE C DAVISON | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | VICE CHAIRMAN & DIRECTOR | 0.75 | $0 | $0 | $0 |
| WILLIAM A HALL | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | DIRECTOR | 0.75 | $0 | $0 | $0 |
| JOHN R PHILLIPS | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | DIRECTOR | 0.75 | $0 | $0 | $0 |
| ELIZABETH A UHLMANN | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | SECRETARY & DIRECTOR | 0.5 | $0 | $0 | $0 |
| LEO MORTON | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| DAVID P MILES | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | PRESIDENT | 30.0 | $203,940 | $19,150 | $0 |
| DEBBIE SOSLAND-EDELMAN | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| SCOTT W ANDREASEN | ||||||||
| 4801 Main Street Ste 400 | Kansas City | MO | 64112 | ASSISTANT TREASURER | 0.5 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BKD CPAs & Advisors | |||||
| 1201 Walnut Street Suite 1700 | KANSAS CITY | MO | 641062246 | Tax and Audit Servic | $63,284 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| PO Box 412015 | BOSTON | MA | 022412015 | INVESTMENT ADVISOR | $441,209 |
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 | $252,456,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,468,997 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $146,011,402 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $431,937,274 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $431,937,274 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,479,059 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $425,458,215 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,272,911 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,272,911 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $280,596 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $22,474 | IncomeTaxAmt |
| Total Tax | $303,070 | TotalTaxAmt |
| Distributable Before Adj | $20,969,841 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,250,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,219,841 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,219,841 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,441,105 | 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 | $15,441,105 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,441,105 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,219,841 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,318,092 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,441,105 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,318,092 | AppliedToYear1Amt |
| Applied To Current Year | $2,123,013 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $20,096,828 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY W BLOCH | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARIONHENRY BLOCH FAM FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 MAIN STREET STE 400 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8168544361 | RecipientPhoneNum |
| Form And Info And Materials | VISIT BLOCHFAMILYFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VISIT BLOCHFAMILYFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GENERALLY MAKES ONE-YEAR GRANTS. HOWEVER, THE FOUNDATION WILL CONSIDER MULTI-YEAR REQUESTS. GRANTS ARE MADE ONLY TO TAX EXEMPT 501(C)(3) ORGANIZATONS THAT ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS. THE FOUNDATION CONSIDERS SUPPORT FOR ORGANIZATIONS THAT ARE BASED IN AND SERVICE RESIDENTS WITHIN THE GREATER KANSAS CITY AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (130 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Public Square Inc | ||||||||
| 300 E 39th Street | Kansas City | MO | 64111 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $650 | |
| Anna and Max Zalcman Torah Learning Center | ||||||||
| 8800 W 103rd St | Overland Park | KS | 66212 | JEWISH COMM ORG | PC | the Kosher Meals on Wheels program | $5,000 | |
| ARTS KC-Regional Arts Council | ||||||||
| 106 Southwest Blvd | Kansas City | MO | 64105 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $650 | |
| Avodah | ||||||||
| 125 Maiden Lane | New York | NY | 100385041 | JEWISH COMM ORG | PC | continued engagement with the Avodah Justice Fello | $6,000 | |
| Boys and Girls Clubs of Greater Kansas City | ||||||||
| 4001 Blue Parkway | Kansas City | MO | 64130 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $200 | |
| Children's Mercy Hospital | ||||||||
| 2401 Gillham Road | Kansas City | MO | 641084619 | NONE | PC | the expansion of KidCare Anywhere direct-to-patient telehealth | $250,000 | |
| Children's Mercy Hospital | ||||||||
| 2401 Gillham Road | Kansas City | MO | 64105 | NONE | PC | COVID-19: Purchase of an EMAG system | $114,000 | |
| Children's Mercy Hospital | ||||||||
| 2401 Gillham Road | Kansas City | MO | 641084619 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $5,000 | |
| Children's Mercy Hospital | ||||||||
| 2402 Gillham Road | Kansas City | MO | 641084620 | NONE | PC | MHBFF Board of Directors Matching Gift Program . | $2,000 | |
| City Year Kansas City | ||||||||
| 415 Delaware St | Kansas City | MO | 64105 | NONE | PC | expansion to Whittier Elementary School. | $100,000 | |
| Credit & Homeownership Empowerment Services | ||||||||
| 3125 Gillham Plaza | Kansas City | MO | 64109 | NONE | PC | Project ""Build, Restore, Engage"" | $200,000 | |
| Crossroads Charter Schools | ||||||||
| 1011 Central | Kansas City | MO | 64105 | NONE | PC | renovations and equipment for Crossroads Preparato | $50,000 | |
| Elevate Metro KC | ||||||||
| PO Box 4477 | Overland Park | KS | 66204 | NONE | PC | program growth at Southeast High School | $33,000 | |
| Greater Kansas City Hispanic Development Fund | ||||||||
| 1055 Broadway Blvd | Kansas City | MO | 64105 | NONE | PC | the HDF Bilingual Family College Prep Program | $75,000 | |
| Harry S Truman Library Institute for National and | ||||||||
| 5151 Troost Ave | Kansas City | MO | 64110 | NONE | PC | expanding President Truman's Classroom for Democra | $250,000 | |
| Henry W Bloch School of Management Fund at the Gr | ||||||||
| 1055 Broadway | Kansas City | MO | 64105 | LEGACY ORG | PC | activites of the Henry W. Bloch School of Manageme | $1,000,000 | |
| High Aspirations | ||||||||
| 6320 Brookside Plaza | Kansas City | MO | 641131709 | NONE | PC | building renovations and future programming | $15,000 | |
| Hyman Brand Hebrew Academy | ||||||||
| 5801 West 11th Street | Overland Park | KS | 662111800 | JEWISH COMM ORG | PC | ongoing programs and operations | $107,000 | |
| Jewish Community Center of Greater Kansas City | ||||||||
| 5801 W 115th Street | Overland Park | KS | 66211 | JEWISH COMM ORG | PC | ongoing programs and operations | $10,000 | |
| Jewish Community Center of Greater Kansas City | ||||||||
| 5801 W 115th Street | Overland Park | KS | 66211 | NONE | PC | non-sports related aspects of the Jewish Community | $50,000 | |
| Jewish Community Relations Bureau-American Jewish | ||||||||
| 5801 W 115th Street | Overland Park | KS | 66211 | JEWISH COMM ORG | PC | ongoing programs and operations | $40,000 | |
| Jewish Family Services | ||||||||
| 5801 W 115th Street | Overland Park | KS | 66211 | NONE | PC | strengthening the organization's development and technology capacity | $150,000 | |
| Jewish Family Services | ||||||||
| 5801 W 115th Street | Overland Park | KS | 66211 | JEWISH COMM ORG | PC | ongoing programs and operations | $25,000 | |
| Jewish Federation of Greater Kansas City | ||||||||
| 5801 W 115th Street | Overland Park | KS | 662111800 | Jewish Comm Org | PC | the completion of the Kansas City Jewish Community Study | $50,000 | |
| Jewish Federation of Greater Kansas City | ||||||||
| 5801 W 115th Street | Overland Park | KS | 662111800 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $5,000 | |
| Jewish Federation of Greater Kansas City | ||||||||
| 5801 W 115th Street | Overland Park | KS | 662111800 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $6,666 | |
| Jewish Federation of Greater Kansas City | ||||||||
| 5802 W 115th Street | Overland Park | KS | 662111800 | JEWISH COMM ORG | PC | improve critical security measures | $50,000 | |
| Jewish Federation of Greater Kansas City | ||||||||
| 5801 W 115th Street | Overland Park | KS | 662111800 | JEWISH COMM ORG | PC | ongoing programs and operations | $250,000 | |
| Jewish Vocational Service | ||||||||
| 4600 The Paseo | Kansas City | MO | 64110 | JEWISH COMM ORG | PC | ongoing programs and operations | $5,000 | |
| Kansas City Art Institute | ||||||||
| 4415 Warwick Blvd | Kansas City | MO | 64111 | NONE | PC | the Space to Create capital campaign | $100,000 | |
| Kansas City Girls Preparatory Academy | ||||||||
| 5000 East 17th Street | Kansas City | MO | 64127 | NONE | PC | facility renovations | $75,000 | |
| Kansas City Repertory Theatre | ||||||||
| 4825 Troost Ave | Kansas City | MO | 64110 | NONE | PC | BSEB Matching Gift Program | $10,000 | |
| Kansas City Repertory Theatre | ||||||||
| 4825 Troost Ave | Kansas City | MO | 64110 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $600 | |
| Kansas City Symphony | ||||||||
| 1703 Wyandotte St | Kansas City | MO | 64108 | NONE | PC | the Investment in Excellence Initiative | $100,000 | |
| Kansas University Endowment Association | ||||||||
| 3901 Rainbow Blvd | Kansas City | KS | 66160 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,000 | |
| Kauffman Center for the Performing Arts | ||||||||
| 1601 Broadway | Kansas City | MO | 64108 | NONE | PC | security infrastructure for the Kauffman Center fo | $30,000 | |
| KCPT- Public Television 19 | ||||||||
| 125 East 31st Street | Kansas City | MO | 64108 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $5,000 | |
| KCPT- Public Television 19 | ||||||||
| 125 East 31st Street | Kansas City | MO | 64108 | NONE | PC | the Kansas City Picture This campaign | $100,000 | |
| Mid-America Regional Council | ||||||||
| 600 Broadway Blvd | Kansas City | MO | 64105 | NONE | PC | COVID-19: Expanding MARC's and its partner agenices' capacity to feed vulnerable adults | $250,000 | |
| Midwest Center for Holocaust Education | ||||||||
| 5801 W 115Th St | Overland Park | KS | 662111800 | JEWISH COMM ORG | PC | ongoing programs and operations | $8,000 | |
| Pembroke Hill School | ||||||||
| 400 W 51st St | Kansas City | MO | 641122316 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $600 | |
| Police Foundation of Kansas City | ||||||||
| PO Box 25198 | Kansas City | MO | 64119 | NONE | PC | body cameras and related technology | $150,000 | |
| reStart Inc | ||||||||
| 918 E 9th Street | Kansas City | MO | 64106 | NONE | PC | Family Shelter Expansion | $15,000 | |
| Rightfully Sewn (co Community Capital Fund org's | ||||||||
| 1800 Wyandotte St | Kansas City | MO | 64108 | NONE | PC | Bloch Family Matching Gift Program | $1,250 | |
| Saint Luke's Foundation | ||||||||
| 901 E 104th Street | Kansas City | MO | 64131 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $10,000 | |
| Saint Luke's Foundation | ||||||||
| 901 E 104th Street | Kansas City | MO | 64131 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $4,000 | |
| Saint Luke's Foundation | ||||||||
| 901 E 104th Street | Kansas City | MO | 64131 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,000 | |
| Saint Luke's Foundation | ||||||||
| 901 E 104th Street | Kansas City | MO | 64131 | NONE | PC | Gift to Saint Luke's Home Care & Hospice, in memor | $1,000 | |
| Saint Luke's Foundation | ||||||||
| 901 E 104th Street | Kansas City | MO | 64131 | LEGACY ORG | PC | SLMBNI Five Year Strategy (2019-2023) | $1,300,000 | |
| Saint Luke's Foundation | ||||||||
| 901 E 104th Street | Kansas City | MO | 64131 | LEGACY ORG | PC | SLMBNI Five Year Strategy (2019-2023) | $1,300,000 | |
| Sasone Committee at the Jewish Federation of Great | ||||||||
| 5801 W 115th St | Overland Park | KS | 662111800 | JEWISH COMM ORG | PC | ongoing programs and operations | $10,000 | |
| The Children's Place | ||||||||
| 2 E 59th Street | Kansas City | MO | 64133 | NONE | PC | the Power of Place capital campaign | $75,000 | |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $9,440 | |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,000 | |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,000 | |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $1,293 | |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | LEGACY ORG | PC | the museum's efforts to further advance the Bloch | $600,000 | |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | LEGACY ORG | PC | the museum's efforts to further advance the Bloch | $419,000 | |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | LEGACY ORG | PC | the museum's efforts to further advance the Bloch | $369,000 | |
| The Temple Congregation B'nai Jehudah | ||||||||
| 12320 Nall Ave | Overland Park | KS | 66209 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $5,580 | |
| The Temple Congregation B'nai Jehudah | ||||||||
| 12320 Nall Ave | Overland Park | KS | 66209 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $730 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $3,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | BSEB Matching Gift Program | $3,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,500 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,500 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,500 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | Bloch Family Matching Gift Program | $2,500 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | Bloch Family Matching Gift Program | $2,500 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | BSEB Matching Gift Program | $2,000 | |
| United Inner City Services | ||||||||
| 2008 E 12th Street | Kansas City | MO | 64127 | NONE | PC | start-up of the Metro Child and Family Development | $37,500 | |
| United Way of Greater Kansas City | ||||||||
| 801 W 47th Street | Kansas City | MO | 641121239 | NONE | PC | COVID-19: Metro Family Violence Coalition for Domestic Violence Survivor Housing | $350,000 | |
| United Way of Greater Kansas City | ||||||||
| 801 W 47th Street | Kansas City | MO | 641121239 | NONE | PC | COVID-19: Regional Eviction and Foreclosure Prevention | $350,000 | |
| Vaad Hakashruth of Kansas City | ||||||||
| 9900 Antioch | Overland Park | KS | 66212 | JEWISH COMM ORG | PC | ongoing programs and operations | $4,000 | |
| Village Shalom Inc | ||||||||
| 5500 W 123rd Street | Overland Park | KS | 66209 | JEWISH COMM ORG | PC | ongoing programs and operations | $30,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | LEGACY ORG | PC | Support the August 2019 Contribution Agreement for Heritage Hall Renovations | $1,250,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | the RooSTRONG Success Model | $300,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | the RooSTRONG Success Model | $300,000 | |
| Boys Grow Corp | ||||||||
| 9301 E 147th St | Kansas City | MO | 64149 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $1,500 | |
| Children's Mercy Hospital | ||||||||
| 2401 Gillham Road | Kansas City | MO | 64108 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $1,000 | |
| Community Capital Fund | ||||||||
| 3200 Wayne Ave | Kansas City | MO | 64109 | NONE | PC | COVID-19: KC COVID-19 Small Business Relief Loan Fund | $300,000 | |
| Community Capital Fund | ||||||||
| 3200 Wayne Ave | Kansas City | MO | 64109 | NONE | PC | CIT Feasibility Study for the Northeast | $40,000 | |
| Congregation Beth Shalom | ||||||||
| 14200 Lamar Ave | Overland Park | KS | 66223 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $6,000 | |
| Emmanuel Family and Child | ||||||||
| 2415 Swope Parkway | Kansas City | MO | 64130 | NONE | PC | enhancements for the new EFCDC facility | $50,000 | |
| Horizon Academy | ||||||||
| 4901 Reinhardt Drive | Roeland Park | KS | 66205 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $1,000 | Ste A |
| Hyman Brand Hebrew Academy | ||||||||
| 5801 West 115th Street | Overland Park | KS | 662111800 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,500 | Suite 102 |
| Jerusalem Farm | ||||||||
| 520 Garfield Ave | Kansas City | MO | 64124 | NONE | PC | expanding the organization's home repair and community project capacity in the Northeast | $75,000 | |
| Jewish Community Relations Bureau | ||||||||
| 5801 W 115th Street | Overland Park | KS | 66211 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $5,000 | Ste 201 |
| Jewish Community Relations Bureau | ||||||||
| 5801 W 115th Street | Overland Park | KS | 66211 | NONE | PC | Bloch Family Matching Gift Program | $1,250 | |
| Jewish Family Services | ||||||||
| 5801 W 115th Street | Overland Park | KS | 66211 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,500 | Suite 103 |
| Jewish Family Services | ||||||||
| 5801 W 115th Street | Overland Park | KS | 66211 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,000 | Suite 103 |
| Jewish Vocational Service | ||||||||
| 4600 The Paseo | Kansas City | MO | 64110 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,000 | |
| Kanbe's Markets | ||||||||
| 4747 Troost Ave | Kansas City | MO | 64110 | NONE | PC | COVID-19: strengthening the organization's Emergency Food System capacity | $150,000 | |
| Kansas City Public Schools Education Foundation | ||||||||
| 2901 Troost Ave | Kansas City | MO | 641091538 | NONE | PC | the Restorative Justice Coordinator Residency project | $165,500 | |
| Kansas City Regional COVID-19 Response and Recover | ||||||||
| 1055 Broadway St | 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 | Ste 130 |
| Kansas City Regional COVID-19 Response and Recover | ||||||||
| 1055 Broadway St | Kansas City | MO | 64105 | NONE | PC | COVID-19: matching grant for H&R Block associate gifts to the Kansas City Regional COVID-19 Response and Recovery Fund | $30,000 | Ste 130 |
| Kansas City Teacher Residency | ||||||||
| 415 Delaware St | Kansas City | MO | 64105 | NONE | PC | curriculum development and initial start-up of the organization's special education program | $50,000 | Suite 2W |
| Kansas University Endowment Association | ||||||||
| 3901 Rainbow Blvd | Kansas City | KS | 66160 | NONE | PC | Bloch Family Matching Gift Program | $2,500 | |
| Kansas University Endowment Association | ||||||||
| 3901 Rainbow Blvd | Kansas City | KS | 66160 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $1,000 | |
| Literacy Kansas City | ||||||||
| 3036 Troost Ave | Kansas City | MO | 641091538 | NONE | PC | strengthen Literacy KC's adult education expansion | $250,000 | |
| Marion and Henry Bloch Family Foundation Fund (blo | ||||||||
| 4801 MAIN STREET | Kansas City | MO | 64112 | NONE | PC | establishing a fund to serve as a guarantee against a line of credit from Capital Federal for Oikos Development Corporation to rehabilitate properties in the Northeast and convert them into affordable units | $250,000 | |
| Mid-America Regional Council | ||||||||
| 600 Broadway Blvd | Kansas City | MO | 64105 | NONE | PC | COVID-19: to expand the esting and tracing capacity of MARC, the public health departments, and their community partners to effectively reach and serve disadvantaged/vulnerable populations | $250,000 | Ste 200 |
| Mid-America Regional Council | ||||||||
| 600 Broadway Blvd | Kansas City | MO | 64105 | NONE | PC | COVID-19: Coordination of Regional Health, Medical and Emergency Community Preparedness Work to Respond to COVID-19 | $100,000 | Ste 200 |
| Mid-America Regional Council | ||||||||
| 600 Broadway Blvd | Kansas City | MO | 64105 | NONE | PC | Double Up Food Bucks Gap Funding for 2020 | $50,000 | Ste 200 |
| MOCSA | ||||||||
| 3100 Broadway | Kansas City | MO | 64111 | NONE | PC | Victimes of Crime Act funding | $50,000 | Suite 3100 |
| National Association of Basketball Coaches Foundat | ||||||||
| 1111 Main Street | Kansas City | MO | 64105 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,000 | Suite 1000 |
| Saint Luke's Foundation | ||||||||
| 901 E 104th Street | Kansas City | MO | 64131 | NONE | PC | COVID-19: Saint Luke's Hospital COVID-19 space conversion (or SLMBNI in consultation with MHBFF) | $500,000 | |
| Saint Luke's Foundation | ||||||||
| 901 E 104th Street | Kansas City | MO | 64131 | NONE | PC | COVID-19: remediation, including equipment for patient care and expansion of network capacity | $200,000 | |
| Saint Luke's Marion Bloch Neuroscience Institute F | ||||||||
| 1055 Broadway | Kansas City | MO | 64105 | LEGACY ORG | PC | ongoing develompent, growth, and excellence of the Saint Luke's Marion Bloch Neuroscience Institute | $500,000 | Suite 130 |
| Sherwood Autism Center | ||||||||
| 8030 Ward Parkway Plaza | Kansas City | MO | 64114 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $400 | |
| The First Tee of Greater Kansas City | ||||||||
| 7501 Blue River Rd | Kansas City | MO | 64132 | NONE | Bloch Family Matching Gift Program | $1,000 | ||
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | LEGACY ORG | PC | the museum's efforts to further advance the Bloch Collection and Galleries through activation and audience engagement; select renovations of the Bloch Building; and strategic event sponsorships and memberships. | $200,000 | |
| The Nelson Gallery Foundation | ||||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $500 | |
| Truman Medical Center Charitable Foundation | ||||||||
| 2310 Holmes | Kansas City | MO | 641082602 | NONE | PC | COVID-19: improving telehealth capacity | $250,000 | Suite 735 |
| Turn the Page KC | ||||||||
| 4049 Pennsylvania Ave | Kansas City | MO | 64111 | NONE | PC | COVID-19: the Out-of-School Time Collaborative | $100,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | expansion of the School of Computing & Engineering Math Academy | $75,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | intensive support services provided for students awarded scholarships through the Henry W. Bloch Scholars Program expansion and the Marion H. Bloch Scholars Program from 2019 to 2028. | $45,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | BSEB Matching Gift Program | $10,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $10,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | BSEB Matching Gift Program | $8,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $7,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $4,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | BSEB Matching Gift Program | $3,695 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | Bloch Family Matching Gift Program | $1,500 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | Dr. Raj Bala Agrawal Memorial Fund | $1,000 | |
| UMKC Foundation | ||||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | BSEB Matching Gift Program | $666 | |
| Union Station Kansas City Inc | ||||||||
| 30 West Pershing Road | Kansas City | MO | 64108 | NONE | PC | the Auschwitz: Not Long Ago. Not Far Away exhibition | $150,000 | Suite 400 |
| United Way of Greater Kansas City | ||||||||
| 801 W 47th Street | Kansas City | MO | 641121239 | NONE | PC | expansion of the Family Stability Initiative | $50,000 | |
| United Way of Greater Kansas City | ||||||||
| 801 W 47th Street | Kansas City | MO | 641121239 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $6,400 | |
| University Academy Foundation | ||||||||
| 8080 Ward Parkway | Kansas City | MO | 641142035 | NONE | PC | expansion of the Career Acceleration Program | $50,000 | Suite 201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,572,570 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Kansas City Public Library | |||||||
| 14 West 10th Street | Kansas City | MO | 64105 | None | PC | Community Grant | $200,000 |
| University of Missouri-Kansas City Math Foundation | |||||||
| 5115 Oak St | Kansas City | MO | 64112 | None | PC | Community Grant | $75,000 |
| Literacy Kansas City | |||||||
| 3036 Troost Ave | Kansas City | MO | 64109 | NONE | PC | Pledged grant | $150,000 |
| Jerusalem Farm | |||||||
| 520 Garfiled Ave | Kansas City | MO | 64124 | NONE | PC | Pledged grant | $225,000 |
| The Children's Place | |||||||
| 2 E 59th St | Kansas City | MO | 64113 | NONE | PC | Pledged grant | $75,000 |
| Kansas City Teacher Residency | |||||||
| 415 Delaware | Kansas City | MO | 64105 | NONE | PC | Pledged Grant | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $775,000 | 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 | $1,119,314 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,688,911 | 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 | $9,591,548 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $176 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,399,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,399,949 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| HENRY W BLOCH INTERIM TRUST | |||||||
| 1 | C/O COMMERCE BANK 118 W 47TH STRE | KANSAS CITY | MO | 64112 | $113,670,931 | Yes (X) | Yes (X) |
| Henry Bloch CRUT | |||||||
| 2 | C/O COMMERCE BANK 118 W 47TH STRE | KANSAS CITY | MO | 64112 | $5,417,182 | Yes (X) | |
| BEECH CREEK ASSOCIATION | |||||||
| 3 | 4685 Millennium Drive | BELCAMP | MD | 21017 | $50,219 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VARIOUS SECURITIES - SEE ATTACHED LIST | $95,752,983 | 2020-03-31 |
| 1 | VARIOUS BONDS - SEE ATTACHED LIST | $9,168,156 | 2020-09-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $80,238 | Amt |
| Net Investment Income | $7,353 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,151 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $37,671 | LegalFeesAmt |
| Net Investment Income | $1,884 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,787 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM FIR TREE INTL | $2,424,110 | $0 | $0 |
| DUE FROM FIR TREE II | $204,688 | $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 | $18,555 | $18,555 | |
| SPECIAL EVENT EXPENSES | $5,799 | $5,509 | $290 |
| INSURANCE | $10,901 | ||
| MISCELLANEOUS | $3,604 | $3,604 | |
| SCHOOL BUS | $30,000 | $30,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| Income (Loss) from Schedules K-1 | $1,877,769 | |
| Reimbursement from Wells Fargo | $176 | $176 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $65,613,183 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO HRB MANAGEMENT | Desc |
| BOY Book Value | $51,358 | BOYBookValueAmt |
| EOY Book Value | $55,379 | 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 | $2,668,534 | $2,668,534 | |
| MANAGEMENT FEES | $626,675 | $100,268 | $522,386 |
| CONSULTING FEES | $47,704 | $47,704 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES AND STATE TAXES | $110,541 | |
| FOREIGN TAXES | $4,003 | $137,250 |