MARION AND HENRY BLOCH FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARION AND HENRY BLOCH FAMILY FOUNDATION (EIN 45-4047901)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-05
- IRS object ID
- 201923099349100142
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-05T15:19:18-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST STREET SE SUITE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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) |
|---|---|---|
| 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 | 2019-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLEY UMSTEAD | PreparerPersonNm |
| PTIN | P00982177 | PTIN |
| Phone | 3192985333 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-21 | IPDt |
| IP Tm | 16:01:58 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CFDCB964B1DF4C9A9DAAC3B1488004CEFEDD9B1E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $256,694,690 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,291 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,291 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,204,347 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,534,175 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,817,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,193,593 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,008,371 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$22,175,877 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$420,027 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$10,151,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,125,810 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,220 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $611 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,609 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $66,405 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,962 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,963 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,439,641 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $953,455 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $477,052 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $97,799 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,240 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,784 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $889 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,895 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,802 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $380 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,422 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,282 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $519 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,591 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,670,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,029,056 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $542,532 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,826,473 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,826,473 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,497,406 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,029,056 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,369,005 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,648,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,096,754 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $413,102 | CashBOYAmt |
| Cash EOY | $628,450 | CashEOYAmt |
| Cash EOYFMV | $628,450 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,643,410 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,269,814 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,269,814 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $267,960,557 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $241,776,529 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $241,776,529 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $323,365 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,897 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,897 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $283,340,434 | TotalAssetsBOYAmt |
| Total Assets EOY | $256,694,690 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $256,694,690 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $38,128 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $40,874 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $38,128 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,874 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $283,302,306 | UnrestrictedBOYAmt |
| Unrestricted EOY | $256,653,816 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $283,302,306 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $256,653,816 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $283,340,434 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $256,694,690 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $283,302,306 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,648,490 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $256,653,816 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $256,653,816 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| COMMERCE BONDS | P | $31,735 | $31,735 | $31,735 | |
| OAKWOOD REAL ESTATE PARTNERS I | P | $291,732 | $291,732 | $291,732 | |
| PASSTHROUGH FROM SCH K-1 OAKWOOD REAL ESTATE PARTNERS I | P | $103,520 | $103,520 | $103,520 | |
| CHARLES SCHWAB | P | $20,593,422 | $4,714,282 | $4,714,282 | $15,879,140 |
| WELLINGTON CTF DIH | P | $8,590,222 | -$763,695 | -$763,695 | $9,353,917 |
| PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH | P | $117,469 | $117,469 | $117,469 | |
| LOOMIS SAYLES | P | $7,632 | $7,632 | $7,632 | |
| PASSTHROUGH FROM SCH K-1 LOOMIS SAYLES | P | -$65,997 | -$65,997 | $65,997 | |
| GARDNER RUSSO | P | $12,843,297 | $3,376,452 | $3,376,452 | $9,466,845 |
| COMMERCE TORTOISE SALE OF UNITS | P | $3,068,904 | -$218,137 | -$218,137 | $3,287,041 |
| PASSTHROUGH FROM SCH K-1 COMMERCE TORTOISE | P | $11,297 | $11,297 | $11,297 | |
| WELLINGTON CTF DURABLES | P | $73,813 | $19,890 | $19,890 | $53,923 |
| PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DURABLES | P | $439,580 | $439,580 | $439,580 | |
| RIVERVEST IV | P | -$71,910 | -$71,910 | $71,910 | |
| OAKWOOD REAL ESTATE PARTNERS II | P | $174,540 | $174,540 | $174,540 | |
| PASSTHROUGH FROM SCH K-1 OAKWOOD REAL ESTATE PARTNERS II | P | $371,814 | $371,814 | $371,814 | |
| DOVER STREET IX | P | $175,805 | $175,805 | $175,805 | |
| AXIOM ASIA | P | $32,707 | $32,707 | $32,707 | |
| PASSTHROUGH FROM SCH K-1 AXIOM ASIA | P | $15,431 | $15,431 | $15,431 | |
| ENCAP INVESTMENTS | P | -$2,564 | -$2,564 | $2,564 | |
| OAKWOOD REAL ESTATE PARTNERS III | P | $21,371 | $21,371 | $21,371 | |
| PASSTHROUGH FROM SCH K-1 OAKWOOD REAL ESTATE PARTNERS III | P | $24,629 | $24,629 | $24,629 | |
| AVIVA | P | $155,846 | $155,846 | $155,846 | |
| PASSTHROUGH FROM SCH K-1 AXIOM ASIA V | P | -$159 | -$159 | $159 | |
| PASSTHROUGH FROM SCH K-1 PARAMETRICS | P | -$3,726 | -$3,726 | $3,726 | |
| PASSTHROUGH FROM SCH K-1 LITTLEJOHN | P | $47,001 | $47,001 | $47,001 | |
| RIVERVEST III | P | $1,826 | $1,826 | $1,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,008,371 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,517,055 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $270,027,662 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046355 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,858,929 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $249,065,213 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051629 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,270,716 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $261,508,339 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050747 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,417,928 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $268,330,144 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031372 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,170,651 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $252,916,578 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024398 | DistributionYr5Rt |
| Total Distribution | 0.204501 | TotalDistributionRt |
| Average Distribution | 0.040900 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $275,562,624 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,270,511 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $120,968 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,391,479 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,369,005 | 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 | $120,968 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $120,968 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $120,968 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,740 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $153,740 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,772 | OverpaymentAmt |
| Applied To ES Tax | $32,772 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | BLOCHFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID MILES | IndividualWithBooksNm |
| Phone | 8168544372 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 H R BLOCK WAY | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 R BLOCK WAY | KANSAS CITY | MO | 64105 | CHAIRMAN EMERITUS & DIRECTOR | 5.00 | $0 | $0 | $0 |
| THOMAS M BLOCH | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | CHAIRMAN & DIRECTOR | 5.00 | $0 | $0 | $0 |
| ROBERT L BLOCH | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | VICE CHAIRMAN, TREASURER & DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARY JO BROWN | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | ASSISTANT SECRETARY & DIRECTOR | 0.50 | $0 | $0 | $0 |
| BRUCE C DAVISON | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | VICE CHAIRMAN & DIRECTOR | 0.50 | $0 | $0 | $0 |
| WILLIAM A HALL | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| EDWARD T MATHENY JR | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JOHN R PHILLIPS | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MORTON I SOSLAND | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ELIZABETH A UHLMANN | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | SECRETARY & DIRECTOR | 0.50 | $0 | $0 | $0 |
| EVAGELINE RICH | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | ASSISTANT TREASURER | 0.50 | $0 | $0 | $0 |
| DAVID P MILES - SEE STMT 15 | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | PRESIDENT | 30.00 | $175,201 | $18,090 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
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 | $470,186 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | INVESTMENT ADVISOR | $318,297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $264,253,869 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,505,140 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $279,759,009 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $279,759,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,196,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $275,562,624 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,778,131 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,778,131 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $120,968 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $120,968 | TotalTaxAmt |
| Distributable Before Adj | $13,657,163 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,657,163 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,657,163 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,369,005 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,369,005 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $120,968 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,248,037 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,657,163 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,806,366 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,369,005 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,806,366 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $562,639 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,094,524 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY W BLOCH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARION HENRY BLOCH FAMILY FOUNDATIO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HR 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 (113 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIAION - HEART OF AMERICA CHAPTER | |||||||
| 5651 OAKWOOD RD | SHAWNEE MISSION | KS | 66208 | PC | GRANT FOR MATCH | $600 | |
| AMERICAN PUBLIC SQUARE INC | |||||||
| 5049 WORNALL RD 10EF | KANSAS CITY | MO | 64112 | PC | GRANT FOR MATCH | $500 | |
| ARTS KC - REGIONAL ARTS COUNCIL | |||||||
| 106 SOUTHWEST BOULEVARD | KANSAS CITY | MO | 64108 | PC | GRANT FOR MATCH | $666 | |
| AVILA UNIVERSITY | |||||||
| 11901 WORNALL ROAD | KANSAS CITY | MO | 64145 | PC | MARION AND HENRY BLOCH ENDOWED SCHOLARSHIP FUND | $25,000 | |
| AVODAH | |||||||
| 125 MAIDEN LANE 8B | NEW YORK | NY | 10038 | PC | MILLENNIAL ENGAGEMENT FOR AVODAH KANSAS CITY | $6,000 | |
| CITY YEAR KANSAS CITY | |||||||
| 415 DELAWARE STREET 3RD FLOOR | KANSAS CITY | MO | 64105 | PC | SUPPORT START-UP OF CITY YEAR KANSAS CITY | $100,000 | |
| CREDIT & HOMEOWNERSHIP EMPOWERMENT SERVICES | |||||||
| 3125 GILLHAM PLAZA | KANSAS CITY | MO | 64109 | PC | PROJECT "BUILD, RESTORE, ENGAGE" | $71,000 | |
| CROSSROADS CHARTER SCHOOLS | |||||||
| 1011 CENTRAL STREET | KANSAS CITY | MO | 64105 | PC | CROSSROADS ENROLLMENT OUTREACH | $52,000 | |
| DELASALLE EDUCATION CENTER | |||||||
| 3737 TROOST AVENUE | KANSAS CITY | MO | 64109 | PC | 21ST CENTURY COLLEGE AND CAREER READINESS PROGRAM MODEL | $50,000 | |
| DON BOSCO COMMUNITY CENTER | |||||||
| 580 CAMPBELL | KANSAS CITY | MO | 641061273 | PC | COMMUNITY BUILDING, BUILDING COMMUNITY | $50,000 | |
| DONNELLY COLLEGE | |||||||
| 608 N 18TH STREET | KANSAS CITY | KS | 66102 | PC | ACUE COURSE IN EFFECTIVE TEACHING PRACTICES | $67,000 | |
| DONNELLY COLLEGE | |||||||
| 608 N 18TH STREET | KANSAS CITY | KS | 66102 | PC | MARION BLOCH ENDOWED SCHOLARSHIP FUND | $25,000 | |
| EMMANUEL FAMILY & CHILD DEVELOPMENT CENTER AND EMERGENCY SHELTER | |||||||
| 2416 SWOPE PARKWAY | KANSAS CITY | MO | 64130 | PC | NEW FACILITY | $50,000 | |
| EMPOWER MISSOURI | |||||||
| 308 E HIGH ST STE 100 | JEFFERSON CITY | MO | 65101 | PC | MATCHING GIFT | $100 | |
| FAMILY HEALTH CARE | |||||||
| 1905 19TH ST | GREAT BEND | KS | 67530 | PC | MATCHING GIFT | $1,870 | |
| FOLLY THEATER | |||||||
| PO BOX 26505 | KANSAS CITY | MO | 64196 | PC | FOLLY 2020 CAMPAIGN - CAPITAL IMPROVEMENTS | $50,000 | |
| FREMAR FOUNDATION | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $200 | |
| FRIENDS OF CHAMBER MUSIC | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $2,000 | |
| FRIENDS OF UNIVERSITY ACADEMY | |||||||
| 5049 WORNALL RD 10EF | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $6,400 | |
| GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC | |||||||
| 8383 BLUE PARKWAY | KANSAS CITY | MO | 64133 | PC | AQUATIC CENTER AND ALL-SEASON SHOWER HOUSE | $50,000 | |
| GRANDVIEW PARK PRESBYTERIAN CHURCH | |||||||
| 4520 MAIN STREET SUITE 1100 | KANSAS CITY | MO | 64111 | PC | MATCHING GIFT | $2,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | PC | HENRY W. BLOCH SCHOOL OF MANAGEMENT FUND AT UMKC | $3,885,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | PC | HENRY W. AND MARION H. BLOCH SCHOLARS PROGRAMS AT UMKC | $4,000,000 | |
| HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $7,540 | |
| HARVESTERS - THE COMMUNITY FOOD NETWORK | |||||||
| 4801 MAIN STREET SUITE 650 | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $2,000 | |
| HIGH ASPIRATIONS | |||||||
| 5651 OAKWOOD RD | SHAWNEE MISSION | KS | 66208 | PC | MATCHING GIFT | $400 | |
| HIGH ASPIRATIONS | |||||||
| 6320 BROOKSIDE PLAZA SUITE 263 | KANSAS CITY | MO | 641131709 | PC | EXPAND AND ENRICH | $50,000 | |
| HYMAN BRAND HEBREW ACADEMY | |||||||
| 5801 WEST 115TH STREET SUITE 102 | OVERLAND PARK | KS | 662111800 | PC | ONGOING PROGRAMS AND OPERATIONS | $107,000 | |
| JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY | |||||||
| 5801 WEST 115TH STREET | OVERLAND PARK | KS | 662111800 | PC | ONGOING PROGRAMS AND OPERATIONS | $15,000 | |
| JEWISH COMMUNITY RELATIONS BUREAU - AMERICAN JEWISH COMMITTEE | |||||||
| 5801 W 115TH STREET STE 201 | OVERLAND PARK | KS | 66211 | PC | ONGOING PROGRAMS AND OPERATIONS | $40,000 | |
| JEWISH FAMILY SERVICES | |||||||
| 5801 W 115TH STREET STE 103 | OVERLAND PARK | KS | 66211 | PC | ONGOING PROGRAMS AND OPERATIONS | $25,000 | |
| JEWISH FAMILY SERVICES | |||||||
| 5801 W 115TH STREET STE 103 | OVERLAND PARK | KS | 66211 | PC | BROOKSIDE FOOD PANTRY EXPANSION | $35,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 3617 WEST 64TH STREET | MISSION HILLS | KS | 66208 | PC | MATCHING GIFT | $5,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH STREET | OVERLAND PARK | KS | 66211 | PC | CAMPUS SECURITY ENHANCEMENTS | $60,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH STREET | OVERLAND PARK | KS | 66211 | PC | ONGOING PROGRAMS AND OPERATIONS | $250,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH STREET | OVERLAND PARK | KS | 66211 | PC | MATCHING GIFT | $500 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 6416 VERONA ROAD | MISSION HILLS | KS | 64111 | PC | MATCHING GIFT | $6,000 | |
| JEWISH VOCATIONAL SERVICE | |||||||
| 4600 THE PASEO | KANSAS CITY | MO | 641100000 | PC | ONGOING PROGRAMS AND OPERATIONS | $5,000 | |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | PC | SUPPORT THE ESTABLISHMENT OF THE MARION AND HENRY BLOCH SCHOLARSHIP FUND | $25,000 | |
| KANSAS CITY MUSEUM FOUNDATION INC | |||||||
| 4600 E 63RD | KANSAS CITY | MO | 64130 | PC | RESTORATION AND RENOVATION INITIATIVE | $200,000 | |
| KANSAS CITY PUBLIC SCHOOLS EDUCATION FOUNDATION | |||||||
| 2901 TROOST AVE | KANSAS CITY | MO | 64109 | PC | TRAUMA SENSITIVE SCHOOLS (TSS) INITIATIVE | $183,000 | |
| KANSAS CITY REPERTORY THEATRE | |||||||
| 2600 GRAND AVENUE SUITE 450 | KANSAS CITY | MO | 64108 | PC | MATCHING GIFT | $2,000 | |
| KANSAS CITY REPERTORY THEATRE | |||||||
| 4825 TROOST AVE SUITE 106 | KANSAS CITY | MO | 641102229 | PC | KC REP CREATIVE FUTURE FUND | $50,000 | |
| KANSAS CITY UNIVERSITY OF MEDICINE AND BIOSCIENCES | |||||||
| 1750 INDEPENDENCE AVENUE | KANSAS CITY | MO | 64106 | PC | SCORE 1 FOR HEALTH STRATEGIC PLANNING | $37,300 | |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | |||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | SECURITY SYSTEM UPGRADE | $50,000 | |
| KC SOCIAL INNOVATION CENTER | |||||||
| 1712 MAIN ST FL 4TH | KANSAS CITY | MO | 64108 | PC | HIRE KC - THE REGION'S WORK-BASED EXPERIENCE MARKETPLACE | $67,000 | |
| KCPT - PUBLIC TELEVISION 19 | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $2,000 | |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $200 | |
| LITERACY KANSAS CITY | |||||||
| 3036 TROOST AVENUE | KANSAS CITY | MO | 64109 | PC | BUILDING BETTER STORIES | $50,000 | |
| MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION | |||||||
| 600 BROADWAY | KANSAS CITY | MO | 64105 | PC | KC DEGREES | $50,000 | |
| MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION | |||||||
| 600 BROADWAY | KANSAS CITY | MO | 64105 | PC | DOUBLE UP BUCKS AND BEANS & GREENS FOR METRO KANSAS CITY | $50,000 | |
| MIDWEST CENTER FOR HOLOCAUST EDUCATION | |||||||
| 4801 MAIN STREET SUITE 650 | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $4,000 | |
| MIDWEST CENTER FOR HOLOCAUST EDUCATION | |||||||
| 5801 W 115TH ST STE 106 | OVERLAND PARK | KS | 662111800 | PC | ONGOING PROGRAMS AND OPERATIONS | $8,000 | |
| NEW REFORM TEMPLE | |||||||
| 3617 WEST 64TH STREET | MISSION HILLS | KS | 66208 | PC | MATCHING GIFT | $600 | |
| NEW REFORM TEMPLE | |||||||
| 4801 MAIN STREET SUITE 650 | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $4,000 | |
| NEW REFORM TEMPLE | |||||||
| 7100 MAIN ST | KANSAS CITY | MO | 64114 | PC | MATCHING GIFT | $11,250 | |
| NEWHOUSE | |||||||
| PO BOX 240019 | KANSAS CITY | MO | 64124 | PC | MATCHING GIFT | $500 | |
| NOURISH KC | |||||||
| 11 E 40TH ST | KANSAS CITY | MO | 641111909 | PC | THE COLLABORATION PROJECT | $50,000 | |
| OPERATION BREAKTHROUGH | |||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 64109 | PC | BRIDGE TO A BRIGHTER FUTURE CAPITAL CAMPAIGN | $100,000 | |
| OPERATION BREAKTHROUGH | |||||||
| 4520 MAIN STREET SUITE 1100 | KANSAS CITY | MO | 64111 | PC | MATCHING GIFT | $2,000 | |
| PEMBROKE HILL SCHOOL | |||||||
| PO BOX 419580 | KANSAS CITY | MO | 641416580 | PC | MATCHING GIFT | $3,500 | |
| PLAZA ACAEDMY | |||||||
| 3930 BROADWAY BOULEVARD | KANSAS CITY | MO | 64111 | PC | MATCHING GIFT | $1,500 | |
| POLICE FOUNDATION OF KANSAS CITY | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $2,000 | |
| POLICE FOUNDATION OF KANSAS CITY | |||||||
| PO BOX 25198 | KANSAS CITY | MO | 64119 | PC | PORTABLE GUN SHOT DETECTION SYSTEM | $35,000 | |
| RESTART INC | |||||||
| 918 E 9TH ST | KANSAS CITY | MO | 64106 | PC | PRE-DEVELOPMENT CAPITAL CAMPAIGN | $25,000 | |
| RIGHTFULLY SEWN | |||||||
| 3617 WEST 64TH STREET | MISSION HILLS | KS | 66208 | PC | MATCHING GIFT | $99 | |
| ROSE BROOKS CENTER | |||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | PC | SECURITY AND SAFETY CAPITAL IMPROVEMENTS | $64,000 | |
| SAINT LUKE'S HOSPITAL FOUNDATION | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64111 | PC | MATCHING GIFT | $10,200 | |
| SAINT LUKE'S HOSPITAL FOUNDATION | |||||||
| 5651 OAKWOOD RD | SHAWNEE MISSION | KS | 66208 | PC | MATCHING GIFT | $10,000 | |
| SAINT LUKE'S HOSPITAL FOUNDATION | |||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64131 | PC | FOR THE USE AND BENEFIT OF THE MARION BLOCH NEUROSCIENCE INSTITUTE | $1,200,000 | |
| SAINT LUKE'S HOSPITAL FOUNDATION | |||||||
| PO BOX 419580 | KANSAS CITY | MO | 641416580 | PC | MATCHING GIFT | $2,000 | |
| SASONE COMMITTEE AT THE JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 W 115T ST STE 201 | OVERLAND PARK | KS | 662111800 | PC | ONGOING PROGRAMS AND OPERATIONS | $10,000 | |
| SHEFFIELD PLACE | |||||||
| 6604 EAST 12TH STREET | KANSAS CITY | MO | 64126 | PC | EXPANDING RESOURCE DEVELOPMENT CAPACITY TO SERVE MORE HOMELESS FAMILIES | $37,000 | |
| SOUTHWEST HIGH SCHOOL EXCELLENCE FUND | |||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | PC | FUNDS TO SUPPORT THE CONTINUATION OF EFFORTS TO REOPEN SOUTHWEST HIGH SCHOOL | $20,000 | |
| THE COTERIE | |||||||
| 2450 GRAND BLVD SUITE 144 | KANSAS CITY | MO | 64108 | PC | MATCHING GIFT | $1,010 | |
| THE FAMILY CONSERVANCY | |||||||
| 444 MINNESOTA AVENUE SUITE 200 | KANSAS CITY | KS | 66101 | PC | CLASS INSTITUTE | $50,000 | |
| THE NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | MATCHING GIFT | $2,000 | |
| THE NELSON GALLERY FOUNDATION | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $250 | |
| THE NELSON GALLERY FOUNDATION | |||||||
| 4801 MAIN STREET SUITE 650 | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $1,000 | |
| THE NELSON GALLERY FOUNDATION | |||||||
| 5049 WORNALL RD 10EF | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $11,480 | |
| THE NELSON GALLERY FOUNDATION | |||||||
| 5651 OAKWOOD RD | SHAWNEE MISSION | KS | 66208 | PC | MATCHING GIFT | $2,000 | |
| THE NELSON GALLERY FOUNDATION | |||||||
| 6416 VERONA ROAD | MISSION HILLS | KS | 64111 | PC | MATCHING GIFT | $1,293 | |
| THE SHEPHERD'S CENTER KANSAS CITY CENTRAL | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $200 | |
| THE TEMPLE CONGREGATION B'NAI JEHUDAH | |||||||
| 6416 VERONA ROAD | MISSION HILLS | KS | 64111 | PC | MATCHING GIFT | $1,495 | |
| THE WORNALLMAJORS HOUSE MUSEUMS | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $200 | |
| TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION | |||||||
| 5651 OAKWOOD RD | SHAWNEE MISSION | KS | 66208 | PC | MATCHING GIFT | $2,000 | |
| UMKC FOUNDATION | |||||||
| 2405 GRAND AVENUE 7TH FLOOR | KANSAS CITY | MO | 64108 | PC | MATCHING GIFT | $10,000 | |
| UMKC FOUNDATION | |||||||
| 2800 ROCKCREEK PARKWAY | KANSAS CITY | MO | 64117 | PC | MATCHING GIFT | $10,000 | |
| UMKC FOUNDATION | |||||||
| 3617 WEST 64TH STREET | MISSION HILLS | KS | 66208 | PC | MATCHING GIFT | $3,400 | |
| UMKC FOUNDATION | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64111 | PC | MATCHING GIFT | $5,000 | |
| UMKC FOUNDATION | |||||||
| 5049 WORNALL RD 10EF | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $6,620 | |
| UMKC FOUNDATION | |||||||
| 5100 ROCKHILL RD AC 229 ROOM 202 | KANSAS CITY | MO | 641102499 | PC | SUPPORT FOR THE FIRST LIEUTENANT HENRY W. BLOCH SCHOLARSHIP | $22,000 | |
| UMKC FOUNDATION | |||||||
| 5110 CHERRY STREET | KANSAS CITY | MO | 64110 | PC | MARION AND HENRY BLOCH ENDOWED SCHOLARSHIP AT THE HENRY W. BLOCH SCHOOL OF MANAGEMENT | $25,000 | |
| UMKC FOUNDATION | |||||||
| 5115 OAK ST 202 ADMINISTRATIVE | KANSAS CITY | MO | 64112 | PC | FUNDS TO SUPPORT CONSTRUCTION OF THE SCHOOL OF COMPACTING AND ENGINEERING SCIENCE BUILDING | $250,000 | CENTER |
| UMKC FOUNDATION | |||||||
| 5115 OAK ST 202 ADMINISTRATIVE | KANSAS CITY | MO | 64112 | PC | SCE MATH ACADEMY | $70,000 | CENTER |
| UNION STATION KANSAS CITY INC | |||||||
| 30 WEST PERSHING ROAD SUITE 400 | KANSAS CITY | MO | 64108 | PC | EARLY CHILDHOOD LEARNING EXPANSION IN SCIENCE CITY | $325,000 | |
| UNITED WAY OF GREATER KANSAS CITY | |||||||
| 3617 WEST 64TH STREET | MISSION HILLS | KS | 66208 | PC | MATCHING GIFT | $6,000 | |
| UNITED WAY OF GREATER KANSAS CITY | |||||||
| 3617 WEST 64TH STREET | MISSION HILLS | KS | 66208 | PC | MATCHING GIFT | $600 | |
| UNITED WAY OF GREATER KANSAS CITY | |||||||
| 801 W 47TH STREET SUITE 500 | KANSAS CITY | MO | 641121239 | PC | EXPANSION OF FAMILY STABILITY INITIATIVE TO REDUCE STUDENT MOBILITY | $50,000 | |
| UNITED WAY OF GREATER KANSAS CITY | |||||||
| 801 W 47TH STREET SUITE 500 | KANSAS CITY | MO | 64112 | PC | FUNDS TO SUPPORT THE TOCQUEVILLE SOCIETY | $25,000 | |
| UNITED WAY OF GREATER KANSAS CITY | |||||||
| 801 W 47TH STREET SUITE 500 | KANSAS CITY | MO | 64112 | PC | FUNDS TO SUPPORT THE ORGANIZATION'S 100TH ANNIVERSARY IN 2018 AND THE TOCQUEVILLE SOCIETY IN 2019 | $25,000 | |
| UNITED WAY OF GREATER KANSAS CITY | |||||||
| PO BOX 419580 | KANSAS CITY | MO | 641416580 | PC | MATCHING GIFT | $10,000 | |
| UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION | |||||||
| PO BOX 419580 | KANSAS CITY | MO | 641416580 | PC | MATCHING GIFT | $1,000 | |
| UNIVERSITY OF MISSOURI-COLUMBIA | |||||||
| 6416 VERONA ROAD | MISSION HILLS | KS | 64111 | PC | MATCHING GIFT | $6,000 | |
| VAAD HAKASHRUTH OF KANSAS CITY | |||||||
| 9900 ANTIOCH | OVERLAND PARK | KS | 66212 | PC | ONGOING PROGRAMS AND OPERATIONS | $4,000 | |
| VETERANS COMMUNITY PROJECT | |||||||
| 3120 WEST 68TH STREET | MISSION HILLS | KS | 66208 | PC | MATCHING GIFT | $5,000 | |
| VILLAGE SHALOM INC | |||||||
| 5500 W 123RD STREET | OVERLAND PARK | KS | 662093193 | PC | ONGOING PROGRAMS AND OPERATIONS | $30,000 | |
| VILLAGE SHALOM INC | |||||||
| 5500 W 123RD STREET | OVERLAND PARK | KS | 662093193 | PC | CAMPUS EXPANSION | $250,000 | |
| WESTSIDE HOUSING ORGANIZATION | |||||||
| 919 W 24TH STREET | KANSAS CITY | MO | 64108 | PC | 8TH & WOODLAND DEVELOPMENT | $75,000 | |
| WILDWOOD OUTDOOR EDUCATION CENTER | |||||||
| 1403 SOUTHWEST BLVD | KANSAS CITY | MO | 66103 | PC | COMMUNITY ENGAGEMENT AND GROWTH | $40,000 | |
| WILLIAM JEWELL COLLEGE | |||||||
| 4801 MAIN STREET SUITE 650 | KANSAS CITY | MO | 64112 | PC | MATCHING GIFT | $2,000 | |
| WILLIAM JEWELL COLLEGE | |||||||
| ADVANCEMENT 500 COLLEGE HILL | LIBERTY | MO | 64068 | PC | HENRY W. BLOCH SCHOLARSHIP FUND | $25,000 | |
| WONDERSCOPE CHILDREN'S MUSEUM OF KANSAS CITY | |||||||
| 5700 KING STREET | SHAWNEE | KS | 66203 | PC | MATCHING GIFT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,826,473 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHILDREN'S MERCY HOSPITAL | ||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 641084619 | PC | PLEDGED GRANT | $250,000 |
| HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS | ||||||
| 500 W US HIGHWAY 24 | INDEPENDENCE | MO | 64050 | PC | PLEDGED GRANT | $250,000 |
| SAINT LUKE'S HOSPITAL FOUNDATION | ||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64131 | PC | PLEDGED GRANT FOR THE USE AND BENEFIT OF MARION BLOCH NEUROSCIENCES INSTITUTE | $10,400,000 |
| THE NELSON-ATKINS MUSEUM OF ART | ||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | PLEDGED GRANT | $4,200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $15,100,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,291 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,204,347 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,817,155 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$22,175,877 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$10,151,084 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$10,151,084 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $66,405 | Amt |
| Net Investment Income | $37,962 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,963 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VIII, LINE 1, OFFICER COMPENSATION | THE FOUNDATION HAS NO EMPLOYEES. ALL MANAGEMENT SERVICES ARE PROVIDED THROUGH HRB MANAGEMENT, INC. WHO IS PAID A MANAGEMENT FEE AS DISCLOSED IN PART VIII, LINE 3, HIGHLY PAID CONTRACTORS. OFFICER DAVID P. MILES IS AN EMPLOYEE OF AND IS PAID BY HRB MANAGEMENT, INC. PURSUANT TO THE FORM 990-PF INSTRUCTIONS, THE PORTION OF THE COMPENSATION PAID TO THE MANAGEMENT SERVICES COMPANY (HRB MANAGEMENT, INC.) THAT RELATES TO SERVICES PROVIDED BY THE FOUNDATION OFFICER, DAVID P. MILES, IS REPORTED IN PART VIII, LINE 1, OFFICER COMPENSATION AS IF THE FOUNDATION HAD PAID THE OFFICER DIRECTLY. THE TOTAL AMOUNT PAID TO HRB MANAGEMENT, INC. REPORTED IN PART VIII, LINE 3, HIGHLY PAID CONTRACTORS INCLUDES THE AMOUNT OF OFFICER COMPENSATION SEPARATELY REPORTED IN PART VIII, LINE 1, OFFICER COMPENSATION. |
| FORM 990-PF, PART XVI-A | THE FOUNDATION FILES A FEDERAL FORM 990-T TO REPORT NET INCOME OR LOSS FROM UNRELATED BUSINESS INCOME RESULTING FROM INVESTMENTS IN VARIOUS PARTNERSHIPS. THE FOUNDATION ACCOUNTS FOR INVESTMENTS IN PARTNERSHIPS ON A GAAP BASIS, AND THEREFORE DOES NOT RECORD UNRELATED BUSINESS INCOME OR LOSS REPORTED ON TAX SCHEDULE K-1 IN ITS BOOKS AND RECORDS. AS A RESULT, NO UNRELATED BUSINESS INCOME OR LOSS IS REPORTED ON FORM 990-PF, PART I, COLUMN (A), REVENUE AND EXPENSES PER BOOKS OR ON PART XVI-A, ANALYSIS OF INCOME-PRODUCING ACTIVITIES, COLUMNS (A) AND (B), UNRELATED BUSINESS INCOME. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLINGTON CTF DURABLE | FMV | $9,933,616 | $9,933,616 |
| LOOMIS SAYLES | FMV | $9,117,418 | $9,117,418 |
| FIR TREE INTL VALUE FUND II | FMV | $2,171,339 | $2,171,339 |
| SCHWAB - DFA EMERGING MKTS | FMV | $8,529,401 | $8,529,401 |
| SCHWAB - VANGUARD DEVELOPED MKTS | FMV | $35,459,444 | $35,459,444 |
| SCHWAB - VANGUARD DIV APPR | FMV | $7,583,970 | $7,583,970 |
| SCHWAB - VANGUARD RUSSELL 3000 | FMV | $41,859,085 | $41,859,085 |
| SCHWAB - VANGUARD EMERGING MARKETS | FMV | $7,461,479 | $7,461,479 |
| SCHWAB - LAZARD & TEMPLETON GLOBAL | FMV | $4,498,353 | $4,498,353 |
| WINGATE PARTNERS | FMV | $657,861 | $657,861 |
| OAKWOOD REAL ESTATE PARTNERS I | FMV | $910,248 | $910,248 |
| OAKWOOD REAL ESTATE PARTNERS II | FMV | $1,749,162 | $1,749,162 |
| CID CAPITAL II | FMV | $3,928,185 | $3,928,185 |
| COMMERCE TORTOISE | FMV | $4,027,182 | $4,027,182 |
| RIVERVEST VENTURE FUND | FMV | $7,483,515 | $7,483,515 |
| SCHWAB - ARTISON GLOBAL VALUE | FMV | $9,310,863 | $9,310,863 |
| SCHWAB - VANGUARD INTERM TERM | FMV | $30,441,741 | $30,441,741 |
| FIR TREE INTL VALUE FUND | FMV | $2,366,711 | $2,366,711 |
| DOVER STREET IX | FMV | $2,165,737 | $2,165,737 |
| ARTEMIS REAL ESTATE | FMV | $1,028,720 | $1,028,720 |
| AXIOM ASIA IV | FMV | $2,852,610 | $2,852,610 |
| ENCAP INVESTMENTS | FMV | $280,442 | $280,442 |
| PARAMETRIC GLOBAL EQUITY | FMV | $12,949,884 | $12,949,884 |
| HBK MULTI STRATEGY | FMV | $6,667,216 | $6,667,216 |
| LITTLEJOHN OPPORTUNITIES FUND | FMV | $1,125,148 | $1,125,148 |
| SCHWAB - TROWE PRICE NEW ERA | FMV | $5,690,950 | $5,690,950 |
| SCHWAB - VANGUARD ST TRSY | FMV | $4,023,453 | $4,023,453 |
| OAKWOOD REAL ESTATE PARTNERS III | FMV | $324,417 | $324,417 |
| RIVERVEST VENTURE FUND IV | FMV | $569,462 | $569,462 |
| ROARK CAPITAL II | FMV | $1,115,831 | $1,115,831 |
| APOLLO AVIATION GROUP | FMV | $1,317,172 | $1,317,172 |
| BLACK BAY ENERGY | FMV | $1,042,990 | $1,042,990 |
| ROARK V | FMV | $319,009 | $319,009 |
| AXIOM ASIA V | FMV | $91,902 | $91,902 |
| ARROSTREET CAPITAL | FMV | $12,722,013 | $12,722,013 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,220 | LegalFeesAmt |
| Net Investment Income | $611 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,609 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM MASON CAPITAL | $9,045 | $9,045 | $9,045 |
| DUE FROM GRUSS GLOBAL | $312,792 | $0 | $0 |
| DUE FROM OCTAVIAN | $1,528 | $0 | $0 |
| DUE FROM GARDNER RUSSO | $0 | $4,552 | $4,552 |
| REFUND RECEIVABLE | $0 | $6,300 | $6,300 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $15,730 | $0 | $15,730 |
| SPECIAL EVENT EXPENSE | $6,278 | $314 | $5,964 |
| INSURANCE | $7,172 | $0 | $0 |
| MISCELLANEOUS | $4,102 | $205 | $3,897 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME (LOSS) FROM SCHEDULES K-1 | -$420,027 | ||
| UNREALIZED GAIN (LOSS) ON INVESTMENTS | -$22,175,877 | -$22,175,877 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO HRB MANAGEMENT, INC. | Desc |
| BOY Book Value | $38,128 | BOYBookValueAmt |
| EOY Book Value | $40,874 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR AND SERVICE FEES | $2,910,869 | $901,735 | $0 |
| MANAGEMENT FEES | $470,186 | $51,720 | $418,466 |
| CONSULTING FEES | $18,162 | $0 | $18,162 |
| LEGACY EXPENSES | $40,424 | $0 | $40,424 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES AND STATE TAXES | $62,559 | $0 | $0 |
| FOREIGN TAXES | $35,240 | $35,240 | $0 |