MARION AND HENRY BLOCH FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARION AND HENRY BLOCH FAMILY FOUNDATION (EIN 45-4047901)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202003169349101915
- Schema version
- 2019v5.1
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T13:34:12-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 1 H and R Block Way | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641051905 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID P MILES | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8168544361 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43372220203165000007 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2FDF6C8628F65582BED0B107C709513F48D8570B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E9BBB8F3EAFAB0666486D8ACE2592746518868FC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $421,817,140 | 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 | $120,239,989 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,090 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,090 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,848,741 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,588,904 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,742,198 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,934,250 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,101,147 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $48,229,052 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $877,390 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $181,087,070 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,594,531 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $182,077 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,132 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $152,945 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $141,120 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $22,579 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $118,541 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $40,030 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,405 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $33,625 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,665 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $733 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,932 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $73,683 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,854 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $22,105 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,091,190 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,893,452 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $187,254 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $335,411 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $259 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $4,446 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $222 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,224 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,994 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $300 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,694 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,201 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $106 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,962 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,921,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,982,042 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $564,282 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,053,287 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,053,287 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,975,104 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,982,042 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,617,569 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $165,111,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,612,489 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $628,450 | CashBOYAmt |
| Cash EOY | $455,616 | CashEOYAmt |
| Cash EOYFMV | $455,616 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,269,814 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,827,003 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,827,003 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $241,776,529 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $400,905,723 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $400,905,723 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $19,897 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,628,798 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,628,798 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $256,694,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $421,817,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $421,817,140 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $40,874 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $51,358 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $40,874 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,358 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $256,653,816 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $421,765,782 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $256,653,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $421,765,782 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $256,694,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $421,817,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $256,653,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $165,111,966 | ExcessRevenueOverExpensesAmt |
| Subtotal | $421,765,782 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $421,765,782 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| MPLX LP | $972 | |||
| NUSTAR ENERGY | -$1,375 | |||
| PHILLIPS 66 PTRS | $23 | |||
| WESTERN MIDSTREAM PTRS | $477 | |||
| CID CAPITAL OPPORTUNITY FUND II | $795,100 | |||
| OAKWOOD RE PTRS II | $60,107 | |||
| PARAMETRIC GLOBAL DEFENSIVE | $578,486 | |||
| RENAISSANCE INSTITUTIONAL | $21,098 | |||
| RIVERVEST VENTURE FUND III | $2,135 | |||
| WELLINGTON TRUST CO | $767,177 | |||
| WINGATE PTRS V | -$624,981 | |||
| BUCKEYE PARTNERS | -$10,194 | |||
| PUBLICLY TRADED SECURITIES | $5,249,644 | $248,934,250 | $243,684,606 | $5,249,644 |
| NHIT: CREDIT ASSET TRUST | $75,031 | |||
| FIR TRUST INTERNATIONAL VALUE FUND II | $68,270 | |||
| FIR TRUST INTERNATIONAL VALUE FUND | -$75,890 | |||
| DOVER STREET IX CAYMAN FUND | $351,627 | |||
| LITTLEJOHN OPPORTUNITIES FUND II | -$200,052 | |||
| AXIOM ASIA IV LP | $819 | |||
| ARTEMIS REAL ESTATE PTRS HEALTHCARE FUND | $4,318 | |||
| AXIOM ASIA V LP | -$9,103 | |||
| ARROWSTREET INTERNATIONAL EQUITY | $47,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,101,147 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,248,037 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $275,562,624 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048076 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,517,055 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $270,027,662 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046355 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,858,929 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $249,065,213 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051629 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,270,716 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $261,508,339 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050747 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,417,928 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $268,330,144 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031372 | DistributionYr5Rt |
| Total Distribution | 0.228179 | TotalDistributionRt |
| Average Distribution | 0.045636 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $304,345,248 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,889,100 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $126,125 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,015,225 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,867,569 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $126,125 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $126,125 | SubtotalAmt |
| Tax Based On Investment Income | $126,125 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $182,772 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $242,772 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $116,647 | OverpaymentAmt |
| Applied To ES Tax | $116,647 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | 1 H AND R BLOCK WAY | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| HENRY W BLOCH | ||||||||
| 1 H and R Block Way | Kansas City | MO | 641051905 | CHAIRMAN EMERITUS & DIRECTOR | 0.75 | $0 | $0 | $0 |
| THOMAS M BLOCH | ||||||||
| 1 H and R Block Way | Kansas City | MO | 641051905 | CHAIRMAN & DIRECTOR | 3.0 | $0 | $0 | $0 |
| ROBERT L BLOCH | ||||||||
| 1 H and R Block Way | Kansas City | MO | 641051905 | V. CHAIRMAN/TREASURER/DIRECTOR | 0.5 | $0 | $0 | $0 |
| MARY JO BROWN | ||||||||
| 1 H and R Block Way | Kansas City | MO | 641051905 | ASSISTANT SECRETARY & DIRECTOR | 0.5 | $0 | $0 | $0 |
| BRUCE C DAVISON | ||||||||
| 1 H and R Block Way | Kansas City | MO | 641051905 | VICE CHAIRMAN & DIRECTOR | 0.5 | $0 | $0 | $0 |
| WILLIAM A HALL | ||||||||
| 1 H and R Block Way | Kansas City | MO | 641051905 | DIRECTOR | 0.75 | $0 | $0 | $0 |
| EDWARD T MATHENY JR | ||||||||
| 1 H and R Block Way | Kansas City | MO | 641051905 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| JOHN R PHILLIPS | ||||||||
| 1 H and R Block Way | Kansas City | MO | 641051905 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| MORTON I SOSLAND | ||||||||
| 1 H and R Block Way | Kansas City | MO | 641051905 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| ELIZABETH A UHLMANN | ||||||||
| 1 H and R Block Way | Kansas City | MO | 641051905 | SECRETARY & DIRECTOR | 0.5 | $0 | $0 | $0 |
| LEO MORTON | ||||||||
| 1 H and R Block Way | Kansas City | MO | 641051905 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DAVID P MILES | ||||||||
| 1 H and R Block Way | Kansas City | MO | 641051905 | PRESIDENT | 30.0 | $182,077 | $18,506 | $0 |
| DEBBIE SOSLAND-EDELMAN | ||||||||
| 1 H and R Block Way | Kansas City | MO | 641051905 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SCOTT ANDREASEN | ||||||||
| 1 H and R Block Way | Kansas City | MO | 641051905 | ASSISTANT TREASURER | 0.5 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JEAN-PAUL CHAURAND | ||||||||
| 1 H AND R BLOCK WAY | KANSAS CITY | MO | 641051905 | EXEC VICE PRESIDENT | 40.0 | $90,132 | $15,019 | $0 |
| RACHEL CARLTON | ||||||||
| 1 H AND R BLOCK WAY | KANSAS CITY | MO | 641051905 | ASSOC GRANT DIRECTOR | 40.0 | $50,988 | $6,505 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HRB MANAGEMENT INC | |||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | MANAGEMENT | $183,885 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | INVESTMENT ADVISOR | $401,811 |
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 | $211,448,491 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,640,848 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $82,890,608 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $308,979,947 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $308,979,947 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,634,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $304,345,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,217,262 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,217,262 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $126,125 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $126,125 | TotalTaxAmt |
| Distributable Before Adj | $15,091,137 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,091,137 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,091,137 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,617,569 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $1,250,000 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $14,867,569 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $126,125 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,741,444 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,091,137 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,094,524 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $14,867,569 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,094,524 | AppliedToYear1Amt |
| Applied To Current Year | $1,773,045 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $13,318,092 | 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 | 1 H AND R BLOCK WAY | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | 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 (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Public Square Inc | |||||||
| 300 E 39th Street | Kansas City | MO | 64111 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $650 |
| American Public Square Inc | |||||||
| 300 E 39th Street | Kansas City | MO | 64105 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,000 |
| 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 | $666 |
| 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 | construction of and expanded programming for the J | $100,000 |
| Children's Mercy Hospital | |||||||
| 2401 Gillham Road | Kansas City | MO | 641084619 | NONE | PC | Bloch Family Matching Gift Program | $4,000 |
| Children's Mercy Hospital | |||||||
| 2401 Gillham Road | Kansas City | MO | 64105 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $5,000 |
| Children's Mercy Hospital | |||||||
| 2401 Gillham Road | Kansas City | MO | 641084619 | NONE | PC | the Children's Mercy East expansion project. | $250,000 |
| Children's Mercy Hospital | |||||||
| 2402 Gillham Road | Kansas City | MO | 641084620 | NONE | PC | the Children's Mercy East expansion project. | $250,000 |
| City Year Kansas City | |||||||
| 415 Delaware St | Kansas City | MO | 64105 | NONE | PC | expansion to Whittier Elementary School. | $100,000 |
| Community LINC | |||||||
| PO Box 32697 | Kansas City | MO | 64171 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $5,000 |
| Credit & Homeownership Empowerment Services | |||||||
| 3125 Gillham Plaza | Kansas City | MO | 64109 | NONE | PC | Project ""Build, Restore, Engage"" | $71,000 |
| Crossroads Charter Schools | |||||||
| 1011 Central | Kansas City | MO | 64105 | NONE | PC | renovations and equipment for Crossroads Preparato | $50,000 |
| Donnelly College | |||||||
| 608 N 18th Street | Kansas City | KS | 66102 | NONE | PC | the new academic building. | $250,000 |
| Donnelly College | |||||||
| 608 N 18th Street | Kansas City | KS | 66102 | NONE | PC | the new academic building. | $250,000 |
| Elevate Metro KC | |||||||
| PO Box 4477 | Overland Park | KS | 66204 | NONE | PC | program growth at Southeast High School | $34,000 |
| Fremar Foundation | |||||||
| 2816 W 87th Terrace | Leawood | KS | 662061606 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $200 |
| Friends of University Academy | |||||||
| 8080 Ward Parkway | Kansas City | MO | 64114 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $5,000 |
| Friends of University Academy | |||||||
| 8080 Ward Parkway | Kansas City | MO | 64114 | NONE | PC | expansion of the Career Acceleration Program | $75,000 |
| Grandview Park Presbyterian Church | |||||||
| 1613 Wilson Blvd | Kansas City | KS | 66102 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,000 |
| Greater Kansas City Hispanic Development Fund | |||||||
| 1055 Broadway Blvd | Kansas City | MO | 64105 | NONE | PC | the HDF Bilingual Family College Prep Program | $100,000 |
| 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 |
| Harvesters - The Community Food Network | |||||||
| 3801 Topping Avenue | Kansas City | MO | 64129 | NONE | PC | In honor of Morton Sosland | $10,000 |
| 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 | $5,380,000 |
| High Aspirations | |||||||
| 6320 Brookside Plaza | Kansas City | MO | 641131709 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $400 |
| High Aspirations | |||||||
| 6320 Brookside Plaza | Kansas City | MO | 641131709 | NONE | PC | building renovations and future programming | $25,000 |
| Hyman Brand Hebrew Academy | |||||||
| 5801 West 11th Street | Overland Park | KS | 662111800 | JEWISH COMM ORG | PC | ongoing programs and operations | $107,000 |
| Jackson County Historical Society | |||||||
| PO Box 4241 | Independence | MO | 640514241 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $200 |
| 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 | Bloch Family Matching Gift Program | $500 |
| 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 | NONE | PC | Bloch Family Matching Gift Program | $1,000 |
| Jewish Federation of Greater Kansas City | |||||||
| 5801 W 115th Street | Overland Park | KS | 662111800 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $6,500 |
| 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 Museum Foundation Inc | |||||||
| 4600 E 63rd | Kansas City | MO | 64130 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $5,256 |
| Kansas City Pet Project | |||||||
| 4400 Raytown Rd | Kansas City | MO | 641292185 | NONE | PC | Bloch Family Matching Gift Program | $1,500 |
| Kansas City Pre-K Cooperative Fund at the Greater | |||||||
| 1055 Broadway St | Kansas City | MO | 64105 | NONE | PC | the Kansas City Pre-K Cooperative Fund at the Grea | $50,000 |
| Kansas City Repertory Theatre | |||||||
| 4825 Troost Ave | Kansas City | MO | 64110 | NONE | PC | BSEB Matching Gift Program | $650 |
| Kansas City Repertory Theatre | |||||||
| 4825 Troost Ave | Kansas City | MO | 64110 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,000 |
| 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 | the Creative Future Fund. | $50,000 |
| 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 | $3,000 |
| Kauffman Center for the Performing Arts | |||||||
| 1601 Broadway | Kansas City | MO | 64108 | NONE | PC | security infrastructure for the Kauffman Center fo | $43,000 |
| 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 | unrestricted gift in honor of Ed Matheny | $10,000 |
| KCPT- Public Television 19 | |||||||
| 125 East 31st Street | Kansas City | MO | 64108 | NONE | PC | the Kansas City Picture This campaign | $100,000 |
| Liberty Memorial Association dba National World | |||||||
| 2 Memorial Drive | Kansas City | MO | 641084603 | NONE | PC | 2019 Night at the Tower Annual Gala. | $50,000 |
| Mid-America Regional Council | |||||||
| 600 Broadway Blvd | Kansas City | MO | 64105 | NONE | PC | KC Degrees. | $50,000 |
| Midwest Center for Holocaust Education | |||||||
| 5801 W 115Th St | Overland Park | KS | 662111800 | JEWISH COMM ORG | PC | ongoing programs and operations | $8,000 |
| Miracle Of Innocence Inc | |||||||
| 13725 Metcalf | Overland Park | KS | 66223 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $1,600 |
| National Museum Of Toys And Miniatures | |||||||
| 5235 Oak Street | Kansas City | MO | 641122877 | NONE | POF | MHBFF Board of Directors Matching Gift Program | $2,000 |
| New Reform Temple | |||||||
| 7100 Main | Kansas City | MO | 64114 | NONE | PC | Rabbi's Discretionary Fund | $500 |
| New Reform Temple | |||||||
| 7100 Main | Kansas City | MO | 64114 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,000 |
| New Reform Temple | |||||||
| 7100 Main | Kansas City | MO | 64114 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $15,000 |
| Parkinson's Foundation | |||||||
| 200 SE 1st Street | Miami | FL | 33131 | NONE | PC | in memory of Milton H. Klaas of Freeport, IL | $100 |
| Pembroke Hill School | |||||||
| 400 W 51st St | Kansas City | MO | 641122316 | NONE | PC | Bloch Family Matching Gift Program | $500 |
| Pembroke Hill School | |||||||
| 400 W 51st St | Kansas City | MO | 641122316 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $500 |
| Pembroke Hill School | |||||||
| 400 W 51st St | Kansas City | MO | 641122316 | NONE | PC | Bloch Family Matching Gift Program | $1,500 |
| Plaza Academy | |||||||
| 3930 Broadway Boulevard | Kansas City | MO | 64111 | NONE | PC | Bloch Family Matching Gift Program | $3,000 |
| Police Foundation of Kansas City | |||||||
| PO Box 25198 | Kansas City | MO | 64119 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $2,000 |
| reStart Inc | |||||||
| 918 E 9th Street | Kansas City | MO | 64106 | NONE | PC | the organization's Recovery Plan | $50,000 |
| Rightfully Sewn (co Community Capital Fund org's | |||||||
| 1800 Wyandotte St | Kansas City | MO | 64108 | NONE | PC | Bloch Family Matching Gift Program | $500 |
| Rightfully Sewn (co Community Capital Fund org's | |||||||
| 1800 Wyandotte St | Kansas City | MO | 64108 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $825 |
| Saint Luke's Foundation | |||||||
| 901 E 104th Street | Kansas City | MO | 64131 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $200 |
| Saint Luke's Foundation | |||||||
| 901 E 104th Street | Kansas City | MO | 64131 | NONE | PC | MHBFF Board of Directors 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 | Gift to Saint Luke's Home Care & Hospice, in memor | $50,000 |
| 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 |
| St Paul's Episcopal Day School | |||||||
| 4041 Main Street | Kansas City | MO | 64111 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $200 |
| Swope Corridor RenaissanceThe Upper Room Inc | |||||||
| 300 E 39th Street | Kansas City | MO | 64111 | NONE | PC | the purchase and installation of playground equipm | $68,300 |
| The Children's Place | |||||||
| 2 E 59th Street | Kansas City | MO | 64133 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $1,300 |
| The Nelson Gallery Foundation | |||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $175 |
| The Nelson Gallery Foundation | |||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $1,214 |
| The Nelson Gallery Foundation | |||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $1,500 |
| The Nelson Gallery Foundation | |||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | NONE | PC | Unrestricted | $10,000 |
| The Nelson Gallery Foundation | |||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | LEGACY ORG | PC | the museum's efforts to further advance the Bloch | $200,000 |
| The Nelson Gallery Foundation | |||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | LEGACY ORG | PC | the museum's efforts to further advance the Bloch | $500,000 |
| The Nelson Gallery Foundation | |||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | LEGACY ORG | PC | the museum's efforts to further advance the Bloch | $500,000 |
| The Temple Congregataion B'nai Jehudah | |||||||
| 12320 Nall Ave | Overland Park | KS | 66209 | NONE | PC | Rabbi's Discretionary Fund | $500 |
| The Temple Congregation B'nai Jehudah | |||||||
| 12320 Nall Ave | Overland Park | KS | 66209 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $370 |
| The Temple Congregation B'nai Jehudah | |||||||
| 12320 Nall Ave | Overland Park | KS | 66209 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $700 |
| The Temple Congregation B'nai Jehudah | |||||||
| 12320 Nall Ave | Overland Park | KS | 66209 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $4,915 |
| UMKC Foundation | |||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | MHBFF Board of Directors Matching Gift Program | $600 |
| UMKC Foundation | |||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | BSEB Matching Gift Program | $650 |
| UMKC Foundation | |||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | Gift designated for the UMKC Conservatory of Music | $2,500 |
| 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 | $3,200 |
| UMKC Foundation | |||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | 34th Annual Entrepreneur of the Year Awards Ceremo | $10,000 |
| 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 | intensive support services provided for students a | $45,000 |
| UMKC Foundation | |||||||
| 5115 Oak St | Kansas City | MO | 64112 | NONE | PC | the RooSTRONG Success Model | $300,000 |
| 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 | the organization's 100th anniversary in 2018 and t | $25,000 |
| United Way of Greater Kansas City | |||||||
| 801 W 47th Street | Kansas City | MO | 641121239 | NONE | PC | United Way's expansion of the Family Stability Ini | $50,000 |
| Unleashed Pet Rescue & Adoption | |||||||
| 5918 Broadmoor Street | Mission | KS | 662023226 | NONE | PC | Bloch Family Matching Gift Program | $5,000 |
| Vaad Hakashruth of Kansas City | |||||||
| 9900 Antioch | Overland Park | KS | 66212 | JEWISH COMM ORG | PC | ongoing programs and operations | $4,000 |
| Veterans Community Project | |||||||
| 8900 Troost | Kansas City | MO | 64131 | NONE | PC | Bloch Family Matching Gift Program | $5,000 |
| Village Shalom Inc | |||||||
| 5500 W 123rd Street | Overland Park | KS | 66209 | JEWISH COMM ORG | PC | ongoing programs and operations | $30,000 |
| Wildwood Outdoor Education Center | |||||||
| 1403 Southwest Blvd | Kansas City | KS | 66103 | NONE | PC | the Commuity Engagement and Growth project. | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,053,287 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| The Nelson-Atkins Museum of Art | |||||||
| 4525 Oak Street | Kansas City | MO | 641111818 | None | PC | ACTIVATE AND AUDIENCE ENGAGEMENT; BUILDING RENOVAT RENOVATIONS; MEMBERSHIPS/SPONSORSHIPS | $4,800,000 |
| Saint Luke's Hospital | |||||||
| 901 E 104th Street | Kansas City | MO | 64131 | None | PC | Marion Bloch Neuroscience Institute | $10,400,000 |
| Marion and Henry Bloch Scholars | |||||||
| 1055 Broadway Blvd Suite 130 | Kansas City | MO | 64105 | None | PC | Supportive Services | $360,000 |
| City Year Kansas City | |||||||
| 4801 Rockhill Rd | Kansas City | MO | 64110 | None | PC | Community Grant | $100,000 |
| Crossroads Charter Schools | |||||||
| 1015 Central St | Kansas City | MO | 64105 | None | PC | Community Grant | $100,000 |
| Deportation Defense Legal Network | |||||||
| 5601 Rockhill Rd | Kansas City | MO | 64110 | None | PC | Community Grant | $20,000 |
| Donnelly College | |||||||
| 608 N 18th Street | Kansas City | KS | 66102 | None | PC | Community Grant | $500,000 |
| Elevate Metro Kc | |||||||
| PO Box 4477 | Overland Park | KS | 66204 | None | PC | Community Grant | $66,000 |
| Episcopal Community Services | |||||||
| 11 E 40th St | Kansas City | MO | 64111 | None | PC | Community Grant | $25,000 |
| Friends of University Academy | |||||||
| 8080 Ward Parkway | Kansas City | MO | 64114 | None | PC | Community Grant | $50,000 |
| Greater KC Hispanic Development Fund | |||||||
| 1055 Broadway Blvd | Kansas City | MO | 64105 | None | PC | Community Grant | $125,000 |
| High Aspirations | |||||||
| 6320 Brookside Plz Suite 263 | Kansas City | MO | 64113 | None | PC | Community Grant | $25,000 |
| Jewish Community Center of GKC | |||||||
| 5801 W 115th St | Overland Park | KS | 66211 | None | PC | Community Grant | $50,000 |
| Kansas City Art Institute | |||||||
| 4415 Warwick Blvd | Kansas City | MO | 64111 | None | PC | Community Grant | $100,000 |
| Kansas City Girls Preparatory Academy | |||||||
| 4550 Main St Suite 227 | Kansas City | MO | 64111 | None | PC | Community Grant | $75,000 |
| Kansas City Public Library | |||||||
| 14 West 10th Street | Kansas City | MO | 64105 | None | PC | Community Grant | $200,000 |
| Kansas City Symphony | |||||||
| 1703 Wyandotte St | Kansas City | MO | 64108 | None | PC | Community Grant | $300,000 |
| Kauffman Center for the Performing Arts | |||||||
| 1601 Broadway Blvd | Kansas City | MO | 64108 | None | PC | Community Grant | $50,000 |
| KCPT-Public Television 19 | |||||||
| 125 East 31st Street | Kansas City | MO | 64108 | None | PC | Community Grant | $150,000 |
| MARC Comm Services Corp - Double Up Bucks | |||||||
| 600 Broadway Suite 200 | Kansas City | MO | 64105 | None | PC | Community Grant | $150,000 |
| MARC Comm Services Corp - Double Up Bucks | |||||||
| 600 Broadway Suite 200 | Kansas City | MO | 64105 | None | PC | Community Grant | $50,000 |
| Mattie Rhodes Counseling & Arts Center | |||||||
| 915 W 17th St | Kansas City | MO | 64108 | None | PC | Community Grant | $50,000 |
| Harry S Truman Library Institute | |||||||
| 500 W US Highway 24 | Independence | MO | 64050 | None | PC | Community Grant | $250,000 |
| United Inner City Services | |||||||
| 2008 E 12th St | Kansas City | MO | 64127 | None | PC | Community Grant | $37,500 |
| United Way of GKC - Family Stability | |||||||
| 801 W 47th Street | Kansas City | MO | 641121239 | None | PC | Community Grant | $50,000 |
| University of Missouri-Kansas City | |||||||
| 5115 Oak St | Kansas City | MO | 64112 | None | PC | Community Grant | $900,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $18,983,500 | 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 | $27,090 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,848,741 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,742,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,229,052 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $60,847,081 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,847,081 | 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 | HENRY W BLOCH INTERIM TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O COMMERCE BANK 118 W 47TH STRE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $120,239,989 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS STOCKS - SEE ATTACHED LIST | NoncashPropertyDesc |
| Fair Market Value | $120,239,989 | FairMarketValueAmt |
| Received | 2019-08-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $73,683 | Amt |
| Net Investment Income | $28,854 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,105 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,665 | LegalFeesAmt |
| Net Investment Income | $733 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,932 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM FIR TREE INTL | $10,854 | $2,424,110 | $2,424,110 |
| DUE FROM FIR TREE II | $9,043 | $204,688 | $204,688 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $16,834 | $16,834 | |
| SPECIAL EVENT EXPENSES | $2,125 | $2,019 | $106 |
| INSURANCE | $7,133 | ||
| MISCELLANEOUS | $7,109 | $7,109 |
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 | $877,390 | |
| Unrealized Gain (Loss) on Investments | $48,229,052 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO HRB MANAGEMENT | Desc |
| BOY Book Value | $40,874 | BOYBookValueAmt |
| EOY Book Value | $51,358 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADV. & SERVICE FEES | $1,872,033 | $1,864,030 | $8,003 |
| MANAGEMENT FEES | $183,885 | $29,422 | $143,979 |
| CONSULTING FEES | $35,272 | $35,272 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY W BLOCH INTERIM TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O COMMERCE BANK 118 W 47TH STRE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES AND STATE TAXES | $335,152 | |
| FOREIGN TAXES | $259 | $259 |