2019-11-05T15:19:18-06:00 2018-12-31 420714325 RSM US LLP 201 FIRST STREET SE SUITE 800 CEDAR RAPIDS IA 52401 990PF 2018-01-01 454047901 MARION AND HENRY BLOCH FAMILY FOUNDATION MARI 8168544361 1 H AND R BLOCK WAY KANSAS CITY MO 641051905 DAVID P MILES PRESIDENT 8168544361 2019-10-21 1 CARLEY UMSTEAD P00982177 3192985333 66.98.98.131 2019-10-21 16:01:58 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CFDCB964B1DF4C9A9DAAC3B1488004CEFEDD9B1E 2018 2020-03-31 21:24:44Z X 256694690 X X 3291 3291 5204347 4534175 6817155 47193593 9008371 -22175877 -420027 -10151084 13125810 0 0 0 12220 611 11609 66405 37962 7963 3439641 953455 477052 97799 35240 0 17784 889 16895 3802 380 3422 33282 519 25591 3670933 1029056 542532 12826473 12826473 16497406 1029056 13369005 -26648490 12096754 413102 628450 628450 14643410 14269814 14269814 267960557 241776529 241776529 323365 19897 19897 283340434 256694690 256694690 38128 40874 38128 40874 X 283302306 256653816 283302306 256653816 283340434 256694690 283302306 -26648490 0 256653816 0 256653816 COMMERCE BONDS P 31735 31735 31735 OAKWOOD REAL ESTATE PARTNERS I P 291732 291732 291732 PASSTHROUGH FROM SCH K-1 OAKWOOD REAL ESTATE PARTNERS I P 103520 103520 103520 CHARLES SCHWAB P 20593422 15879140 4714282 4714282 WELLINGTON CTF DIH P 8590222 9353917 -763695 -763695 PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH P 117469 117469 117469 LOOMIS SAYLES P 7632 7632 7632 PASSTHROUGH FROM SCH K-1 LOOMIS SAYLES P 65997 -65997 -65997 GARDNER RUSSO P 12843297 9466845 3376452 3376452 COMMERCE TORTOISE SALE OF UNITS P 3068904 3287041 -218137 -218137 PASSTHROUGH FROM SCH K-1 COMMERCE TORTOISE P 11297 11297 11297 WELLINGTON CTF DURABLES P 73813 53923 19890 19890 PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DURABLES P 439580 439580 439580 RIVERVEST IV P 71910 -71910 -71910 OAKWOOD REAL ESTATE PARTNERS II P 174540 174540 174540 PASSTHROUGH FROM SCH K-1 OAKWOOD REAL ESTATE PARTNERS II P 371814 371814 371814 DOVER STREET IX P 175805 175805 175805 AXIOM ASIA P 32707 32707 32707 PASSTHROUGH FROM SCH K-1 AXIOM ASIA P 15431 15431 15431 ENCAP INVESTMENTS P 2564 -2564 -2564 OAKWOOD REAL ESTATE PARTNERS III P 21371 21371 21371 PASSTHROUGH FROM SCH K-1 OAKWOOD REAL ESTATE PARTNERS III P 24629 24629 24629 AVIVA P 155846 155846 155846 PASSTHROUGH FROM SCH K-1 AXIOM ASIA V P 159 -159 -159 PASSTHROUGH FROM SCH K-1 PARAMETRICS P 3726 -3726 -3726 PASSTHROUGH FROM SCH K-1 LITTLEJOHN P 47001 47001 47001 RIVERVEST III P 1826 1826 1826 9008371 0 12517055 270027662 0.046355 12858929 249065213 0.051629 13270716 261508339 0.050747 8417928 268330144 0.031372 6170651 252916578 0.024398 0.204501 0.040900 275562624 11270511 120968 11391479 13369005 X 120968 0 120968 0 120968 53740 100000 0 153740 X 0 32772 32772 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MO 1 0 0 0 0 1 BLOCHFAMILYFOUNDATION.ORG DAVID MILES 8168544372 1 H R BLOCK WAY KANSAS CITY MO 64105 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 175201 18090 0 NONE 0 HRB MANAGEMENT INC 1 H R BLOCK WAY KANSAS CITY MO 64105 MANAGEMENT 470186 CAMBRIDGE ASSOCIATES LLC 100 SUMMER STREET BOSTON MA 02110 INVESTMENT ADVISOR 318297 0 0 264253869 15505140 0 279759009 0 0 279759009 4196385 275562624 13778131 13778131 120968 120968 13657163 0 13657163 0 13657163 13369005 0 13369005 120968 13248037 13657163 12806366 0 0 13369005 12806366 0 0 562639 0 0 0 0 0 0 0 0 13094524 0 0 0 HENRY W BLOCH MARION HENRY BLOCH FAMILY FOUNDATIO ONE HR BLOCK WAY KANSAS CITY MO 64105 8168544361 VISIT BLOCHFAMILYFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES. VISIT BLOCHFAMILYFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES. 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. 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 25000 AVODAH 125 MAIDEN LANE 8B NEW YORK NY 10038 PC MILLENNIAL ENGAGEMENT FOR AVODAH KANSAS CITY 6000 CITY YEAR KANSAS CITY 415 DELAWARE STREET 3RD FLOOR KANSAS CITY MO 64105 PC SUPPORT START-UP OF CITY YEAR KANSAS CITY 100000 CREDIT & HOMEOWNERSHIP EMPOWERMENT SERVICES 3125 GILLHAM PLAZA KANSAS CITY MO 64109 PC PROJECT "BUILD, RESTORE, ENGAGE" 71000 CROSSROADS CHARTER SCHOOLS 1011 CENTRAL STREET KANSAS CITY MO 64105 PC CROSSROADS ENROLLMENT OUTREACH 52000 DELASALLE EDUCATION CENTER 3737 TROOST AVENUE KANSAS CITY MO 64109 PC 21ST CENTURY COLLEGE AND CAREER READINESS PROGRAM MODEL 50000 DON BOSCO COMMUNITY CENTER 580 CAMPBELL KANSAS CITY MO 641061273 PC COMMUNITY BUILDING, BUILDING COMMUNITY 50000 DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 PC ACUE COURSE IN EFFECTIVE TEACHING PRACTICES 67000 DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 PC MARION BLOCH ENDOWED SCHOLARSHIP FUND 25000 EMMANUEL FAMILY & CHILD DEVELOPMENT CENTER AND EMERGENCY SHELTER 2416 SWOPE PARKWAY KANSAS CITY MO 64130 PC NEW FACILITY 50000 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 1870 FOLLY THEATER PO BOX 26505 KANSAS CITY MO 64196 PC FOLLY 2020 CAMPAIGN - CAPITAL IMPROVEMENTS 50000 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 2000 FRIENDS OF UNIVERSITY ACADEMY 5049 WORNALL RD 10EF KANSAS CITY MO 64112 PC MATCHING GIFT 6400 GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC 8383 BLUE PARKWAY KANSAS CITY MO 64133 PC AQUATIC CENTER AND ALL-SEASON SHOWER HOUSE 50000 GRANDVIEW PARK PRESBYTERIAN CHURCH 4520 MAIN STREET SUITE 1100 KANSAS CITY MO 64111 PC MATCHING GIFT 2000 GREATER KANSAS CITY COMMUNITY FOUNDATION 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 PC HENRY W. BLOCH SCHOOL OF MANAGEMENT FUND AT UMKC 3885000 GREATER KANSAS CITY COMMUNITY FOUNDATION 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 PC HENRY W. AND MARION H. BLOCH SCHOLARS PROGRAMS AT UMKC 4000000 HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64112 PC MATCHING GIFT 7540 HARVESTERS - THE COMMUNITY FOOD NETWORK 4801 MAIN STREET SUITE 650 KANSAS CITY MO 64112 PC MATCHING GIFT 2000 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 50000 HYMAN BRAND HEBREW ACADEMY 5801 WEST 115TH STREET SUITE 102 OVERLAND PARK KS 662111800 PC ONGOING PROGRAMS AND OPERATIONS 107000 JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY 5801 WEST 115TH STREET OVERLAND PARK KS 662111800 PC ONGOING PROGRAMS AND OPERATIONS 15000 JEWISH COMMUNITY RELATIONS BUREAU - AMERICAN JEWISH COMMITTEE 5801 W 115TH STREET STE 201 OVERLAND PARK KS 66211 PC ONGOING PROGRAMS AND OPERATIONS 40000 JEWISH FAMILY SERVICES 5801 W 115TH STREET STE 103 OVERLAND PARK KS 66211 PC ONGOING PROGRAMS AND OPERATIONS 25000 JEWISH FAMILY SERVICES 5801 W 115TH STREET STE 103 OVERLAND PARK KS 66211 PC BROOKSIDE FOOD PANTRY EXPANSION 35000 JEWISH FEDERATION OF GREATER KANSAS CITY 3617 WEST 64TH STREET MISSION HILLS KS 66208 PC MATCHING GIFT 5000 JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH STREET OVERLAND PARK KS 66211 PC CAMPUS SECURITY ENHANCEMENTS 60000 JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH STREET OVERLAND PARK KS 66211 PC ONGOING PROGRAMS AND OPERATIONS 250000 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 6000 JEWISH VOCATIONAL SERVICE 4600 THE PASEO KANSAS CITY MO 641100000 PC ONGOING PROGRAMS AND OPERATIONS 5000 KANSAS CITY ART INSTITUTE 4415 WARWICK BLVD KANSAS CITY MO 64111 PC SUPPORT THE ESTABLISHMENT OF THE MARION AND HENRY BLOCH SCHOLARSHIP FUND 25000 KANSAS CITY MUSEUM FOUNDATION INC 4600 E 63RD KANSAS CITY MO 64130 PC RESTORATION AND RENOVATION INITIATIVE 200000 KANSAS CITY PUBLIC SCHOOLS EDUCATION FOUNDATION 2901 TROOST AVE KANSAS CITY MO 64109 PC TRAUMA SENSITIVE SCHOOLS (TSS) INITIATIVE 183000 KANSAS CITY REPERTORY THEATRE 2600 GRAND AVENUE SUITE 450 KANSAS CITY MO 64108 PC MATCHING GIFT 2000 KANSAS CITY REPERTORY THEATRE 4825 TROOST AVE SUITE 106 KANSAS CITY MO 641102229 PC KC REP CREATIVE FUTURE FUND 50000 KANSAS CITY UNIVERSITY OF MEDICINE AND BIOSCIENCES 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 PC SCORE 1 FOR HEALTH STRATEGIC PLANNING 37300 KAUFFMAN CENTER FOR THE PERFORMING ARTS 1601 BROADWAY KANSAS CITY MO 64108 PC SECURITY SYSTEM UPGRADE 50000 KC SOCIAL INNOVATION CENTER 1712 MAIN ST FL 4TH KANSAS CITY MO 64108 PC HIRE KC - THE REGION'S WORK-BASED EXPERIENCE MARKETPLACE 67000 KCPT - PUBLIC TELEVISION 19 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64112 PC MATCHING GIFT 2000 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 50000 MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION 600 BROADWAY KANSAS CITY MO 64105 PC KC DEGREES 50000 MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION 600 BROADWAY KANSAS CITY MO 64105 PC DOUBLE UP BUCKS AND BEANS & GREENS FOR METRO KANSAS CITY 50000 MIDWEST CENTER FOR HOLOCAUST EDUCATION 4801 MAIN STREET SUITE 650 KANSAS CITY MO 64112 PC MATCHING GIFT 4000 MIDWEST CENTER FOR HOLOCAUST EDUCATION 5801 W 115TH ST STE 106 OVERLAND PARK KS 662111800 PC ONGOING PROGRAMS AND OPERATIONS 8000 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 4000 NEW REFORM TEMPLE 7100 MAIN ST KANSAS CITY MO 64114 PC MATCHING GIFT 11250 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 50000 OPERATION BREAKTHROUGH 3039 TROOST AVE KANSAS CITY MO 64109 PC BRIDGE TO A BRIGHTER FUTURE CAPITAL CAMPAIGN 100000 OPERATION BREAKTHROUGH 4520 MAIN STREET SUITE 1100 KANSAS CITY MO 64111 PC MATCHING GIFT 2000 PEMBROKE HILL SCHOOL PO BOX 419580 KANSAS CITY MO 641416580 PC MATCHING GIFT 3500 PLAZA ACAEDMY 3930 BROADWAY BOULEVARD KANSAS CITY MO 64111 PC MATCHING GIFT 1500 POLICE FOUNDATION OF KANSAS CITY 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64112 PC MATCHING GIFT 2000 POLICE FOUNDATION OF KANSAS CITY PO BOX 25198 KANSAS CITY MO 64119 PC PORTABLE GUN SHOT DETECTION SYSTEM 35000 RESTART INC 918 E 9TH ST KANSAS CITY MO 64106 PC PRE-DEVELOPMENT CAPITAL CAMPAIGN 25000 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 64000 SAINT LUKE'S HOSPITAL FOUNDATION 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64111 PC MATCHING GIFT 10200 SAINT LUKE'S HOSPITAL FOUNDATION 5651 OAKWOOD RD SHAWNEE MISSION KS 66208 PC MATCHING GIFT 10000 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 1200000 SAINT LUKE'S HOSPITAL FOUNDATION PO BOX 419580 KANSAS CITY MO 641416580 PC MATCHING GIFT 2000 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 10000 SHEFFIELD PLACE 6604 EAST 12TH STREET KANSAS CITY MO 64126 PC EXPANDING RESOURCE DEVELOPMENT CAPACITY TO SERVE MORE HOMELESS FAMILIES 37000 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 20000 THE COTERIE 2450 GRAND BLVD SUITE 144 KANSAS CITY MO 64108 PC MATCHING GIFT 1010 THE FAMILY CONSERVANCY 444 MINNESOTA AVENUE SUITE 200 KANSAS CITY KS 66101 PC CLASS INSTITUTE 50000 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 PC MATCHING GIFT 2000 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 1000 THE NELSON GALLERY FOUNDATION 5049 WORNALL RD 10EF KANSAS CITY MO 64112 PC MATCHING GIFT 11480 THE NELSON GALLERY FOUNDATION 5651 OAKWOOD RD SHAWNEE MISSION KS 66208 PC MATCHING GIFT 2000 THE NELSON GALLERY FOUNDATION 6416 VERONA ROAD MISSION HILLS KS 64111 PC MATCHING GIFT 1293 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 1495 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 2000 UMKC FOUNDATION 2405 GRAND AVENUE 7TH FLOOR KANSAS CITY MO 64108 PC MATCHING GIFT 10000 UMKC FOUNDATION 2800 ROCKCREEK PARKWAY KANSAS CITY MO 64117 PC MATCHING GIFT 10000 UMKC FOUNDATION 3617 WEST 64TH STREET MISSION HILLS KS 66208 PC MATCHING GIFT 3400 UMKC FOUNDATION 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64111 PC MATCHING GIFT 5000 UMKC FOUNDATION 5049 WORNALL RD 10EF KANSAS CITY MO 64112 PC MATCHING GIFT 6620 UMKC FOUNDATION 5100 ROCKHILL RD AC 229 ROOM 202 KANSAS CITY MO 641102499 PC SUPPORT FOR THE FIRST LIEUTENANT HENRY W. BLOCH SCHOLARSHIP 22000 UMKC FOUNDATION 5110 CHERRY STREET KANSAS CITY MO 64110 PC MARION AND HENRY BLOCH ENDOWED SCHOLARSHIP AT THE HENRY W. BLOCH SCHOOL OF MANAGEMENT 25000 UMKC FOUNDATION 5115 OAK ST 202 ADMINISTRATIVE CENTER KANSAS CITY MO 64112 PC FUNDS TO SUPPORT CONSTRUCTION OF THE SCHOOL OF COMPACTING AND ENGINEERING SCIENCE BUILDING 250000 UMKC FOUNDATION 5115 OAK ST 202 ADMINISTRATIVE CENTER KANSAS CITY MO 64112 PC SCE MATH ACADEMY 70000 UNION STATION KANSAS CITY INC 30 WEST PERSHING ROAD SUITE 400 KANSAS CITY MO 64108 PC EARLY CHILDHOOD LEARNING EXPANSION IN SCIENCE CITY 325000 UNITED WAY OF GREATER KANSAS CITY 3617 WEST 64TH STREET MISSION HILLS KS 66208 PC MATCHING GIFT 6000 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 50000 UNITED WAY OF GREATER KANSAS CITY 801 W 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC FUNDS TO SUPPORT THE TOCQUEVILLE SOCIETY 25000 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 25000 UNITED WAY OF GREATER KANSAS CITY PO BOX 419580 KANSAS CITY MO 641416580 PC MATCHING GIFT 10000 UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION PO BOX 419580 KANSAS CITY MO 641416580 PC MATCHING GIFT 1000 UNIVERSITY OF MISSOURI-COLUMBIA 6416 VERONA ROAD MISSION HILLS KS 64111 PC MATCHING GIFT 6000 VAAD HAKASHRUTH OF KANSAS CITY 9900 ANTIOCH OVERLAND PARK KS 66212 PC ONGOING PROGRAMS AND OPERATIONS 4000 VETERANS COMMUNITY PROJECT 3120 WEST 68TH STREET MISSION HILLS KS 66208 PC MATCHING GIFT 5000 VILLAGE SHALOM INC 5500 W 123RD STREET OVERLAND PARK KS 662093193 PC ONGOING PROGRAMS AND OPERATIONS 30000 VILLAGE SHALOM INC 5500 W 123RD STREET OVERLAND PARK KS 662093193 PC CAMPUS EXPANSION 250000 WESTSIDE HOUSING ORGANIZATION 919 W 24TH STREET KANSAS CITY MO 64108 PC 8TH & WOODLAND DEVELOPMENT 75000 WILDWOOD OUTDOOR EDUCATION CENTER 1403 SOUTHWEST BLVD KANSAS CITY MO 66103 PC COMMUNITY ENGAGEMENT AND GROWTH 40000 WILLIAM JEWELL COLLEGE 4801 MAIN STREET SUITE 650 KANSAS CITY MO 64112 PC MATCHING GIFT 2000 WILLIAM JEWELL COLLEGE ADVANCEMENT 500 COLLEGE HILL LIBERTY MO 64068 PC HENRY W. BLOCH SCHOLARSHIP FUND 25000 WONDERSCOPE CHILDREN'S MUSEUM OF KANSAS CITY 5700 KING STREET SHAWNEE KS 66203 PC MATCHING GIFT 1000 12826473 CHILDREN'S MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 641084619 PC PLEDGED GRANT 250000 HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS 500 W US HIGHWAY 24 INDEPENDENCE MO 64050 PC PLEDGED GRANT 250000 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 10400000 THE NELSON-ATKINS MUSEUM OF ART 4525 OAK STREET KANSAS CITY MO 64111 PC PLEDGED GRANT 4200000 15100000 14 3291 14 5204347 18 6817155 UNREALIZED GAIN (LOSS) ON INVESTMENTS 14 -22175877 0 -10151084 0 -10151084 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND AUDIT FEES 66405 37962 7963 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. WELLINGTON CTF DURABLE FMV 9933616 9933616 LOOMIS SAYLES FMV 9117418 9117418 FIR TREE INTL VALUE FUND II FMV 2171339 2171339 SCHWAB - DFA EMERGING MKTS FMV 8529401 8529401 SCHWAB - VANGUARD DEVELOPED MKTS FMV 35459444 35459444 SCHWAB - VANGUARD DIV APPR FMV 7583970 7583970 SCHWAB - VANGUARD RUSSELL 3000 FMV 41859085 41859085 SCHWAB - VANGUARD EMERGING MARKETS FMV 7461479 7461479 SCHWAB - LAZARD & TEMPLETON GLOBAL FMV 4498353 4498353 WINGATE PARTNERS FMV 657861 657861 OAKWOOD REAL ESTATE PARTNERS I FMV 910248 910248 OAKWOOD REAL ESTATE PARTNERS II FMV 1749162 1749162 CID CAPITAL II FMV 3928185 3928185 COMMERCE TORTOISE FMV 4027182 4027182 RIVERVEST VENTURE FUND FMV 7483515 7483515 SCHWAB - ARTISON GLOBAL VALUE FMV 9310863 9310863 SCHWAB - VANGUARD INTERM TERM FMV 30441741 30441741 FIR TREE INTL VALUE FUND FMV 2366711 2366711 DOVER STREET IX FMV 2165737 2165737 ARTEMIS REAL ESTATE FMV 1028720 1028720 AXIOM ASIA IV FMV 2852610 2852610 ENCAP INVESTMENTS FMV 280442 280442 PARAMETRIC GLOBAL EQUITY FMV 12949884 12949884 HBK MULTI STRATEGY FMV 6667216 6667216 LITTLEJOHN OPPORTUNITIES FUND FMV 1125148 1125148 SCHWAB - TROWE PRICE NEW ERA FMV 5690950 5690950 SCHWAB - VANGUARD ST TRSY FMV 4023453 4023453 OAKWOOD REAL ESTATE PARTNERS III FMV 324417 324417 RIVERVEST VENTURE FUND IV FMV 569462 569462 ROARK CAPITAL II FMV 1115831 1115831 APOLLO AVIATION GROUP FMV 1317172 1317172 BLACK BAY ENERGY FMV 1042990 1042990 ROARK V FMV 319009 319009 AXIOM ASIA V FMV 91902 91902 ARROSTREET CAPITAL FMV 12722013 12722013 LEGAL FEES 12220 611 11609 DUE FROM MASON CAPITAL 9045 9045 9045 DUE FROM GRUSS GLOBAL 312792 0 0 DUE FROM OCTAVIAN 1528 0 0 DUE FROM GARDNER RUSSO 0 4552 4552 REFUND RECEIVABLE 0 6300 6300 INFORMATION TECHNOLOGY 15730 0 15730 SPECIAL EVENT EXPENSE 6278 314 5964 INSURANCE 7172 0 0 MISCELLANEOUS 4102 205 3897 INCOME (LOSS) FROM SCHEDULES K-1 -420027 UNREALIZED GAIN (LOSS) ON INVESTMENTS -22175877 -22175877 DUE TO HRB MANAGEMENT, INC. 38128 40874 INVESTMENT ADVISOR AND SERVICE FEES 2910869 901735 0 MANAGEMENT FEES 470186 51720 418466 CONSULTING FEES 18162 0 18162 LEGACY EXPENSES 40424 0 40424 EXCISE TAXES AND STATE TAXES 62559 0 0 FOREIGN TAXES 35240 35240 0