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H & R BLOCK FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
H & R BLOCK FOUNDATION (EIN 23-7378232)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-05
IRS object ID
201933099349100828
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-05T15:19:50-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 FIRST STREET SE SUITE 800AddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237378232EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1H & R BLOCK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlH&RBBusinessNameControlTxt
Phone8168544361PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 H AND R BLOCK WAYAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641051905ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID P MILESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8168544361PhoneNum
Signature2019-10-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARLEY UMSTEADPreparerPersonNm
PTINP00982177PTIN
Phone3192985333PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.98.98.131IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-21IPDt
IP Tm12:14:25IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdCFDCB964B1DF4C9A9DAAC3B1488004CEFEDD9B1EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$58,061,446FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$231,200ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15,169InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15,169InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,086,899DividendsRevAndExpnssAmt
Dividends Net Invst Incm$935,748DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$387,420NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,701,802GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$858,026CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$3,529,380OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$82,359OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$1,808,692TotalRevAndExpnssAmt
Total Net Invst Incm$1,726,584TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,501LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$325LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$6,176LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$64,071AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$36,942AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,809AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,071,937OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$289,776OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$324,310OtherProfFeesDsbrsChrtblAmt
Occupancy Rev And Expnss$13,416OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$671OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$12,745OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$13,614TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,361TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$12,253TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$24,568OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$205OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$21,540OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,194,107TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$329,280TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$384,833TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,586,967ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,586,967ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,781,074TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$329,280TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,971,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,589,766ExcessRevenueOverExpensesAmt
Net Investment Income$1,397,304NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,763,197SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,741,410SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,741,410SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$59,759,055OtherInvestmentsBOYAmt
Other Investments EOY$54,272,862OtherInvestmentsEOYAmt
Other Investments EOYFMV$54,272,862OtherInvestmentsEOYFMVAmt
Other Assets BOY$125,880OtherAssetsBOYAmt
Other Assets EOY$47,174OtherAssetsEOYAmt
Other Assets EOYFMV$47,174OtherAssetsEOYFMVAmt
Total Assets BOY$63,648,132TotalAssetsBOYAmt
Total Assets EOY$58,061,446TotalAssetsEOYAmt
Total Assets EOYFMV$58,061,446TotalAssetsEOYFMVAmt
Other Liabilities BOY$65,667OtherLiabilitiesBOYAmt
Other Liabilities EOY$68,747OtherLiabilitiesEOYAmt
Total Liabilities BOY$65,667TotalLiabilitiesBOYAmt
Total Liabilities EOY$68,747TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$35,584,560CapitalStockBOYAmt
Capital Stock EOY$35,584,560CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$27,997,905RetainedEarningBOYAmt
Retained Earning EOY$22,408,139RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$63,582,465TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$57,992,699TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$63,648,132TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$58,061,446TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$63,582,465TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,589,766ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$57,992,699SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$57,992,699TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TORTOISEP$333,040$324,365$8,675$8,675
PASSTHROUGH FROM SCH K-1 TORTOISEP$2,328$2,328$2,328
WELLINGTON DIVERSIFIEDP$2,113,450$2,497,722-$384,272-$384,272
PASSTHROUGH FROM SCH K-1 WELLINGTON DIVERSIFIEDP$28,901$28,901$28,901
WELLINGTON DURABLESP$13,780$10,337$3,443$3,443
PASSTHROUGH FROM SCH K-1 WELLINGTON DURABLESP$82,211$82,211$82,211
ARTISAN GLOBAL VALUEP$613,033$431,571$181,462$181,462
LAZARD GLOBALP$802,410$642,875$159,535$159,535
VANGUARD INTERIMP$99,975$103,626-$3,651-$3,651
VANGUARD EMRG MKTSP$549,950$442,682$107,268$107,268
VANGUARD RUSSELLP$749,975$610,128$139,847$139,847
VANGUARD DEVELOPED MKTSP$1,799,950$1,679,911$120,039$120,039
SEMPER VICP$80,958$80,958$80,958
OAKWOOD IIP$87,270$87,270$87,270
DIMENSIONALP$539,775$500,000$39,775$39,775
LOOMISP$128$128$128
HBK MULTI STRATEGYP$1,541-$1,541-$1,541
RIVERVEST IIIP$608$608$608
RIVERVEST IVP$27,053-$27,053-$27,053
OAKWOOD IIIP$10,685$10,685$10,685
AVIVAP$1,586,395$1,557,348$29,047$29,047
GRUSS GLOBALP$8,758$8,758$8,758
PASSTHROUGH FROM SCH K-1 OAKWOOD IIP$185,907$185,907$185,907
PASSTHROUGH FROM SCH K-1 DIMENSIONALP$12,774-$12,774-$12,774
PASSTHROUGH FROM SCH K-1 PARAMETRICP$828-$828-$828
PASSTHROUGH FROM SCH K-1 OAKWOOD IIIP$12,315$12,315$12,315
ST CAPITAL GAIN DISTRIBUTIONP$1,015-$1,015-$1,015
FieldValueIRS element (for citing)
Capital Gain Net Income$858,026CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,044,923AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$60,257,059NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050532DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,007,815AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$58,731,668NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051213DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,074,705AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$59,711,766NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051492DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,506,488AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$63,603,473NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055130DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,193,717AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$61,150,004NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052228DistributionYr5Rt
Total Distribution0.260595TotalDistributionRt
Average Distribution0.052119AverageDistributionRt
Net Vl Noncharitable Assets$61,072,382NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,183,031AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$13,973NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,197,004AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,971,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$27,946InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$27,946SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$27,946TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$125,363EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$125,363TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$97,417OverpaymentAmt
Applied To ES Tax$97,417AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHRBLOCKFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksDAVID MILESIndividualWithBooksNm
Phone8168544361PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 H R BLOCK WAYAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HENRY W BLOCH
1 H R BLOCK WAYKANSAS CITYMO64105CHAIRMAN EMERITUS, DIRECTOR5.00$0$0$0
THOMAS M BLOCH
1 H R BLOCK WAYKANSAS CITYMO64105CHAIRMAN, TREASURER, DIRECTOR5.00$0$0$0
BRUCE C DAVISON
1 H R BLOCK WAYKANSAS CITYMO64105VICE CHAIRMAN, DIRECTOR0.50$0$0$0
THOMAS A GERKE
1 H R BLOCK WAYKANSAS CITYMO64105DIRECTOR0.50$0$0$0
WILLIAM A HALL
1 H R BLOCK WAYKANSAS CITYMO64105DIRECTOR0.50$0$0$0
EDWARD T MATHENY JR
1 H R BLOCK WAYKANSAS CITYMO64105DIRECTOR0.50$0$0$0
JOHN R PHILLIPS
1 H R BLOCK WAYKANSAS CITYMO64105DIRECTOR0.50$0$0$0
MORTON I SOSLAND
1 H R BLOCK WAYKANSAS CITYMO64105DIRECTOR0.50$0$0$0
EVANGELINE RICH
1 H R BLOCK WAYKANSAS CITYMO64105ASSISTANT TREASURER0.50$0$0$0
DAVID P MILES - SEE STMT 14
1 H R BLOCK WAYKANSAS CITYMO64105PRESIDENT10.00$58,400$6,030$0
CAREY WILKERSON LOONEY - SEE STMT 1
1 H R BLOCK WAYKANSAS CITYMO64105SECRETARY30.00$68,901$11,909$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
HRB MANAGEMENT INC
1 H R BLOCK WAYKANSAS CITYMO64105MANAGEMENT$336,534
CAMBRIDGE ASSOCIATES LLC
100 SUMMER STREETBOSTONMA02110INVESTMENT ADVISOR$131,863
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$58,328,015AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,674,403AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$62,002,418TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$62,002,418AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$930,036CashDeemedCharitableAmt
Net Vl Noncharitable Assets$61,072,382NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,053,619MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,053,619MinimumInvestmentReturnAmt
Tax Based On Investment Income$27,946TaxBasedOnInvestmentIncomeAmt
Total Tax$27,946TotalTaxAmt
Distributable Before Adj$3,025,673DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,025,673DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,025,673DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,971,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,971,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,971,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,025,673DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$199,167ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$397,772ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$242,131ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$80,484ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$63,962ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$983,516TotalExcessDistributionCyovAmt
Qualifying Distributions$2,971,800QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,971,800AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$53,873ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$53,873ExcessDistributionCyovAppCYAmt
Total Corpus$929,643TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$145,294ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$784,349ExcessDistriCyovToNextYrAmt
Excess From Year4$397,772ExcessFromYear4Amt
Excess From Year3$242,131ExcessFromYear3Amt
Excess From Year2$80,484ExcessFromYear2Amt
Excess From Year1$63,962ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonH R BLOCK FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HR BLOCK WAYAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8168544361RecipientPhoneNum
Form And Info And MaterialsVISIT HRBLOCKFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES.FormAndInfoAndMaterialsTxt
Submission DeadlinesVISIT HRBLOCKFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION PREFERS TO SUPPORT PROJECTS AND PROGRAMS THAT STRIVE FOR EXCELLENCE, IMPROVE SERVICE FOR CLIENTS AND STRENGTHEN THE ORGANIZATION. A MAJOR EMPHASIS IS PLACED ON SUPPORT OF ACTIVITIES THAT SERVE UNDERSERVED, LOW-INCOME PERSONS LIVING IN JACKSON, CLAY, AND PLATTE COUNTIES IN MISSOURI, AND WYANDOTTE AND JOHNSON COUNTIES IN KANSAS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (187 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ABILITY KC
2101 W 67TH STMISSION HILLSKS66208PCGRANT FOR MATCH$500
ACCELERATED SCHOOLS OF OVERLAND PARK INC
10713 BARKLEY STOVERLAND PARKKS66211PCSCHOOL SAFETY IMPROVEMENTS AND WELLNESS$10,000
AFTER THE HARVEST
SOCIETY OF ST ANDREW-WEST 3801KANSAS CITYMO64129PCGROWING OUR GIVING TO PROVIDE MORE PRODUCE FOR HUNGRY PEOPLE$25,000TOPPING AVE
ALLEGHENY COLLEGE
520 N MAIN STMEADVILLEPA16335PCGRANT FOR MATCH$500
ALPINE THEATRE PROJECT
448 LABRIE DRIVE APT BWHITEFISHMT59937PCGRANT FOR MATCH$1,250
AMERICAN PUBLIC SQUARE INC
4747 TROOST AVENUE SUITE 211KANSAS CITYMO641101727PCOPERATING SUPPORT$15,000
ARTS KC-REGIONAL ARTS COUNCIL
106 SOUTHWEST BOULEVARDKANSAS CITYMO64108PCFUNDS TO SUPPORT AWARDS MADE TO SMALL ARTS ORGANIZATIONS THROUGH THE ARTSKC CATALYST CATEGORY.$15,000
AVENUE OF LIFE INC
500 N 7TH STREET TRFYKANSAS CITYKS66101PCIMPACT WEDNESDAY HOUSING PROJECT$25,000
BIG BROTHERS BIG SISTERS KANSAS CITY
1709 WALNUT STREETKANSAS CITYMO64108PCTECHNOLOGY AND DATA MANAGEMENT SYSTEM OVERHAUL$30,000
BIG BROTHERS BIG SISTERS KANSAS CITY
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$1,000
BIKEWALKKC
1106 E 30TH STREETKANSAS CITYMO64109PCBIKE SHARE EQUITY IN KANSAS CITY$30,000
BILLINGS CATHOLIC SCHOOLS
38 GRAND AVEBILLINGSMT59101PCGRANT FOR MATCH$500
BISHOP MIEGE HIGH SCHOOL
5041 REINHARDT DRROELAND PARKKS66205PCGRANT FOR MATCH$500
BISHOP SULLIVAN CENTER
6435 TRUMAN ROADKANSAS CITYMO64126PCONE CITY CAFE$25,000
BISHOP WARD HIGH SCHOOL
708 NORTH 18TH STREETKANSAS CITYKS66102PCSTEAM CENTER$25,000
BLUE SPRINGS SCHOOL OF ECONOMICS
200 NW 14TH STREETBLUE SPRINGSMO64015PCCOMPLETE RENOVATION OF THE ORGANIZATION'S RESTROOM AND LAUNDRY FACILITIES$5,000
BOSTON COLLEGE
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$5,000
BOYS GROW CORP
9301 E 147TH STKANSAS CITYMO64149PCFARM KITCHEN$25,000
CAMPS FOR KIDS
5960 DEARBORN SUITE 225MISSIONKS66202PCOPERATING SUPPORT$6,500
CARROLLWOOD DAY SCHOOL
1515 W BEARSS AVETAMPAFL33613PCGRANT FOR MATCH$500
CATHOLIC CHARITIES OF NORTHEAST KANSAS
9720 W 87TH STOVERLAND PARKKS66212PCCLIENT TRANSPORTATION REPLACEMENT PROJECT$28,000
CATHOLIC EDUCATION FOUNDATION
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$1,800
CENTER FOR DEVELOPMENTALLY DISABLED
9150 E 41ST TERRACEKANSAS CITYMO64133PCDEVEOLPING A BRIGHTER TOMORROW$30,000
CENTER FOR PRACTICAL BIOETHICS
1111 MAIN SUITE 500KANSAS CITYMO64105PCELDER ABUSE SHELTER - PLANNING GRANT$9,800
CENTER FOR PRACTICAL BIOETHICS
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$1,000
CENTRAL METHODIST UNIVERSITY
1146 E 77TH STREETKANSAS CITYMO64131PCGRANT FOR MATCH$1,000
CENTRAL MICHIGAN UNIVERSITY
1200 S FRANKLIN STMT PLEASANTMI48859PCGRANT FOR MATCH$375
CHILDREN'S MERCY HOSPITAL
2101 W 67TH STMISSION HILLSKS66208PCGRANT FOR MATCH$2,000
CHWC INC
2 SOUTH 14 STREETKANSAS CITYKS661025041PCCOMMUNITY DEVELOPMENT FINANCIAL INSTITUTION$25,000
COLORADO COLLEGE
14 E CACHE LA POUDRE STCOLORADO SPRINGSCO80903PCGRANT FOR MATCH$1,000
COLUMBIA UNIVERSITY
PO BOX 2365SOUTHAMPTONNY11969PCGRANT FOR MATCH$500
COMMUNITY ASSISTANCE COUCIL
30 WEST PERSHING ROAD SUITE 700KANSAS CITYMO64108PCUPDATE REFRIGERATORS AND FREEZERS$10,000
COOPERATIVE ESL MINISTRIES
PCGRANT FOR MATCH$400700 2 STREET SW 2600CALGARYALBERTACAT2P 2W2
CORNERSTONES OF CARE
9700 GRANDVIEW ROADKANSAS CITYMO64137PCEXPANDING AND ENHANCING HOME-BASED SERVICES FOR TRAUMATIZED CHILDREN AND FAMILIES$43,000
CRISTO REY KANSAS CITY
211 W LINWOODKANSAS CITYMO64111PCHVAC REPLACEMENT$45,000
DONNELLY COLLEGE
608 N 18TH STREETKANSAS CITYKS66102PCSUPPORT FOR HENRY W. BLOCH SCHOLARS$61,602
DOWNTOWN KANSAS CITY CIVIC VENTURES
911 MAIN SUITE 110KANSAS CITYMO64105PCDOWNTOWN COMMUNITY SERVICE CENTER$10,000
EARLY CHILDHOOD EDUCATION ACCESS FUND AT THE GREATER KANSAS CITY COMMUNITY
1055 BROADWAY SUITE 130KANSAS CITYMO64105PCEARLY EDUCATION FUNDERS COLLABORATIVE 2018$100,000
EMPORIA STATE UNIVERSITY FOUNDATION
1500 HIGHLAND STEMPORIAKS66801PCGRANT FOR MATCH$1,000
EPSTEN GALLERY
5500 WEST 123RD STREETOVERLAND PARKKS66209PCSUPPORTING CONSCIOUS CREATIVITY AT ST. MARKS$3,000
EQUAL JUSTICE AMERICA
4801 MAIN STREET SUITE 1000KANSAS CITYMO64112PCGRANT FOR MATCH$200
ERIN ANDRA WILSON FOUNDATION
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$400
FIRST CALL ALCOHOLDRUG PREVENTION & RECOVERY
9091 STATE LINE ROADKANSAS CITYMO64114PCFIRST CALL SECURITY UPDATES$10,000
FOSTERADOPT CONNECT
18600 E 37TH TERRACE SINDEPENDENCEMO64057PCIMPROVING TECH CAPACITY TO SERVE ADDITIONAL CHILDREN$8,300
FRIENDS OF REDWOOD CITY PUBLIC LIBRARY
1044 MIDDLEFIELD RDREDWOOD CITYCA940631815PC2018 OUTSTANDING SERVICE AWARDS$500
FRIENDS OF THE ZOO
1146 E 77TH STREETKANSAS CITYMO64131PCGRANT FOR MATCH$200
FRIENDS OF THE ZOO
1146 E 77TH STREETKANSAS CITYMO64131PCRETAIL CAPACITY BUILDING$59,200
GABBY KRAUSE FOUNDATION
7200 S ALTON WAY B-130CENTENNIALCO80112PC2018/19 TECHNOLOGY UPGRADE - BAGS OF FUN$9,000
GEORGIA TECH FOUNDATION
1155 PERIMTER CENTER WESTATLANTAGA30338PCGRANT FOR MATCH$5,000
GILDA'S CLUB KANSAS CITY
ONE HR BLOCK WAYKANSAS CITYMO64105PCTRANSLATION AND PRINTING OF SPANISH LANGUAGE MATERIALS$2,300
GLACIER NATIONAL PARK CONSERVANCY
448 LABRIE DRIVE APT BWHITEFISHMT59937PCGRANT FOR MATCH$1,000
GLACIER NORDIC CLUB
448 LABRIE DRIVE APT BWHITEFISHMT59937PCGRANT FOR MATCH$200
GLACIER SYMPHONY AND CHORALE
448 LABRIE DRIVE APT BWHITEFISHMT59937PCGRANT FOR MATCH$100
GOOD SHEPHERD CATHOLIC SCHOOL
12800 W 75TH STREETSHAWNEEKS66216PCGRANT FOR MATCH$1,000
GORDON PARKS ELEMENTARY SCHOOL
580 CAMPBELLKANSAS CITYMO641061273PCEMERGENCY NEED FOR BOILER REPLACEMENT$10,000
GRANDVIEW ASSISTANCE PROGRAM
1121 MAIN STREETGRANDVIEWMO64030PCTHE TECHNOLOGICAL MODERNIZATION OF GAP$7,400
GREAT CIRCLE
18610 EAST 37TH TERRACE SOUTHINDEPENDENCEMO64057PCEMPOWERING CHILDREN FOR HEALTHY OUTCOMES$25,000
GREATER KANSAS CITY HISPANIC DEVELOPMENT FUND
1055 BROADWAY BLVD SUITE 130KANSAS CITYMO64105PCSCHOLARSHIPS FOR AREA LATINO STUDENTS TO ATTEND POST-SECONDARY INSTITUTIONS.$10,000
GREATER KC LINC INC
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$9,800
HACKLEY SCHOOL
PO BOX 2365SOUTHAMPTONNY11969PCGRANT FOR MATCH$5,000
HARRISON RURITAN FOUNDATION INC
PO BOX 762HARRISONTN37341PC2018 HWB OUTSTANDING COMMUNITY SERVICE AWARDS$5,000
HARVESTERS - THE COMMUNITY FOOD NETWORK
3801 TOPPING AVEKANSAS CITYMO641291744PCONGOING PROGRAMS AND OPERATIONS$25,000
HEROES CARE INC
330 SUN VALLEY CIRCLEFENTONMO63026PCMILITARY FOOD PANTRY - KC ARMORY$10,000
HILLCREST TRANSITIONAL HOUSING
1401 FAIRFAX TRAFFIC WAY SUITE 323KANSAS CITYKS66115PCROSINA CAPITAL REPAIRS$25,000D
HOPE NETWORK OF RAYTOWN
10500 EAST 350 HIGHWAYRAYTOWNMO64138PCTECHOLOGICAL UPGRADES & EXPANSION$2,700
INDIANA UNIVERSITY FOUNDATION
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$100
JACKSON COUNTY CASA
2544 HOLMESKANSAS CITYMO64108PCHEALTHY TRANSITIONS FOR OLDER FOSTER YOUTH$15,000
JACKSON COUNTY HISTORICAL SOCIETY
650 MINNESOTA AVENUEKANSAS CITYKS66101PCINQUIRY DESIGN MODEL WORKSHOPS$10,000
JOB ONE
1085 S YUMA AVENUEINDEPENDENCEMO64056PCUPGRADING EQUIPMENT FOR THE EMPLOYMENT OF PEOPLE WITH DISABILITIES$25,000
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD SUITE N2100BALTIMOREMD21211PCGRANT FOR MATCH$1,000
JOHNSON COUNTY CHRISTMAS BUREAU ASSOCIATION
PO BOX 14786LENEXAKS66285PCCOMPUTER HARDWARE FOR ON-LINE APPLICATION AND PROCESSING$8,500
JOURNEY TO NEW LIFE INC
3120 TROOST AVEKANSAS CITYMO64109PCNEW ROOF FOR JOURNEY HOUSE$25,000
KANBE'S MARKET
4747 TROOST AVENUE SUITE 207KANSAS CITYMO64110PCHEALTHY CORNER STORES$25,000
KANSAS CITY ART INSTITUTE
4415 WARWICK BLVDKANSAS CITYMO64111PCFUNDS TO SUPPORT ONGOING OPERATION OF THE H&R BLOCK ARTSPACE.$20,000
KANSAS CITY BALLET
500 WEST PERSHING ROADKANSAS CITYMO64108PCCOMMUNITY ENGAGEMENT AND EDUCATION - PRIMARILY REACH OUT AND DANCE (R.O.A.D)$15,000
KANSAS CITY COMMUNITY GARDENS
6917 KENSINGTONKANSAS CITYMO641321633PCVEHICLE CAPACITY & SAFETY PROJECT$25,000
KANSAS CITY FRIENDS OF ALVIN AILEY
1714 EAST 18TH STREETKANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$12,000
KANSAS CITY PUBLIC SCHOOLS EDUCATION FOUNDATION
2901 TROOST AVEKANSAS CITYMO64109PCPARENTS AS TEACHERS PROGRAM$54,000
KANSAS CITY REPERTORY THEATRE
4825 TROOST AVE STE 106KANSAS CITYMO641102229PCFUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS.$15,000
KANSAS CITY SYMPHONY
1703 WYANDOTTE ST SUITE 200KANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$25,000
KANSAS CITY YOUNG AUDIENCES
3732 MAIN STKANSAS CITYMO64111PCONGOING OPERATION OF THE ARTS PARTNERS PROGRAM$13,000
KC HEALTHY KIDS
650 MINNESOTA AVENUEKANSAS CITYKS66101PCFARE FOOD SHOPPING IN KC: IMPROVING PUBLIC TRANSPORTATION INFRASTRUCTURE$35,000
KC MOTHERS IN CHARGE
3200 WAYNE AVENUE SUITE 124KANSAS CITYMO64109PCADMINISTRATIVE AND PROGRAM CAPACITY BUILDING$5,000
KCPT- PUBLIC TELEVISION 19
5049 WORNALL RD 10EFKANSAS CITYMO64112PCGRANT FOR MATCH$1,000
KVC HOSPITALS INC
21350 W 153RD STOLATHEKS66061PCKVC COTTAGE RENOVATION$100,000
LEAD TO READ
6022 N STRATHBURY AVEKANSAS CITYMO64151PCPROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES.$2,500
LEAD TO READ
6022 N STRATHBURY AVEKANSAS CITYMO64151PCCOMPREHENSIVE PROGRAM EVALUATION$10,000
LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL
4801 MAIN STREET SUITE 1000KANSAS CITYMO64112PCGRANT FOR MATCH$200
LITERACY KANSAS CITY
211 W ARMOUR BLVD FL 3RDKANSAS CITYMO64111PCPROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES$2,500
LITTLE RED SCHOOL HOUSE INC
PO BOX 2365SOUTHAMPTONNY11969PCGRANT FOR MATCH$1,000
LOCAL INITIATIVES SUPPORT CORPORATION - LISC
600 BROADWAY SUITE 280KANSAS CITYMO64105PCFINANCIAL OPPORTUNITY CENTER NETWORK & THE HISTORIC NORTHEAST$100,000
LYRIC OPERA OF KANSAS CITY INC
1725 HOLMES STREETKANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$15,000
LYRIC OPERA OF KANSAS CITY INC
4801 MAIN STREET SUITE 650KANSAS CITYMO64112PCGRANT FOR MATCH$2,000
MARLBOROUGH COMMUNITY COALITION
1146 E 77TH STREETKANSAS CITYMO64131PCGRANT FOR MATCH$100
MARLBOROUGH COMMUNITY COALITION
2700 E 18TH STREETKANSAS CITYMO64127PCMARLBOROUGH COMMUNITY LAND TRUST FORMATION PHASE I$37,500
MESNER PUPPET THEATER
1006 E LINWOOD BLVDKANSAS CITYMO64109PCSIGNS OF REVITALIZATION$19,000
METROPOLITAN COMMUNITY COLLEGE FOUNDATION
3200 BROADWAYKANSAS CITYMO64111PCFUNDS TO SUPPORT HENRY W. BLOCH SCHOLARS DURING 2018$52,728
MID AMERICA ASSISTANCE COALITION
1 WEST ARMOUR BLVD SUITE 301KANSAS CITYMO64111PCONGOING OPERATING SUPPORT$10,000
MID AMERICA ASSISTANCE COALITION
1 WEST ARMOUR BLVD SUITE 301KANSAS CITYMO64111PCEMERGENCY FOOD AND SHELTER PROGRAM$15,000
MOCSA
3100 BROADWAY SUITE 400KANSAS CITYMO64111PCONGOING OPERATING SUPPORT$11,000
MORNINGSTAR'S DEVELOPMENT COMPANY INC
2411 E 27TH STKANSAS CITYMO64127PCCOMMUNITY SERVICES COORDINATOR - A 1-YEAR CONTRACT$30,000
MOTHER'S REFUGE
14400 E 42ND ST SOUTH SUITE 220INDEPENDENCEMO64055PCTRANSPORTATION FOR HOMELESS, PREGNANT, AND PARENTING TEENAGERS AND THEIR BABIES$20,000
MUTIPLE SCLEROSIS FOUNDATION
2101 W 67TH STMISSION HILLSKS66208PCGRANT FOR MATCH$1,000
NATIONAL SHRINE OF MARY MOTHER OF THE CHURCH
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$668
NATIVITY PARISH SCHOOL
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$2,400
NEBRASKA HUMANE SOCIETY
12113 N 72ND STREETOMAHANE68122PCGRANT FOR MATCH$10,000
NEIGHBORHOOD LEGAL SUPPORT OF KANSAS CITY
815 W 53RD TERKANSAS CITYMO64112PCTHE COMMUNITY DEVELOPMENT ADVOCACY PROJECT$18,500
NETWORK CONNECTORS
410 E 54TH STKANSAS CITYMO64110PCHEALTHY COMMUNITY ECOSYSTEMS$10,000
NEW REFORM TEMPLE
4801 MAIN STREET SUITE 650KANSAS CITYMO64112PCGRANT FOR MATCH$2,000
NOAH WEBSTER HOUSE
70 FERNCLIFF DRIVEWEST HARTFORDCT06117PCGRANT FOR MATCH$5,000
NORTH VALLEY HOSPITAL FOUNDATION
448 LABRIE DRIVE APT BWHITEFISHMT59937PCGRANT FOR MATCH$1,000
NORTH VALLEY MUSIC SCHOOL
448 LABRIE DRIVE APT BWHITEFISHMT59937PCGRANT FOR MATCH$100
NORTHLAND EARLY EDUCATION CENTER
8630 NORTH OAK TRAFFICWAYKANSAS CITYMO64155PCNEEC CAPITAL CAMPAIGN$25,000
NORTHLAND SHEPHERD'S CENTER
4805 NE ANTIOCH RDKANSAS CITYMO64119PCSECURITY AND SAFETY FOR OLDER ADULTS$25,000
NORTHWEST COMMUNITY DEVELOPMENT CORPORATION
217 SOUTH CEDAR AVENUEINDEPENDENCEMO64053PCCOMMUNITY SAFETY$4,200
NORTHWESTERN COLLEGE
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$150
NORTHWESTERN UNIVERSITY
12336 RUSSELL STOVERLAND PARKKS66209PCGRANT FOR MATCH$250
NOTRE DAME DE SION
4801 MAIN STREET SUITE 650KANSAS CITYMO64112PCGRANT FOR MATCH$1,000
OKLAHOMA STATE UNIVERSITY
ONE HR BLOCK WAYKANSAS CITYMO64015PCGRANT FOR MATCH$150
OPEN OPTIONS
3100 BROADWAY BLVD SUITE 330KANSAS CITYMO64111PCCOMMUNITY LIVING ENHANCEMENTS$40,000
OPERATION BREAKTHROUGH
3039 TROOSTKANSAS CITYMO64109PCPROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES$2,500
OWENCOX DANCE GROUP
4220 MERCIER STREETKANSAS CITYMO64111PCMARKETING AND DEVELOPMENT INITIATIVES$3,500
PACES
747 ARMSTRONG AVENUEKANSAS CITYKS66101PCPACES MODERNIZATION PROJECT$25,000
PEMBROKE HILL SCHOOL
PO BOX 419580KANSAS CITYMO641416580PCGRANT FOR MATCH$5,000
PHOENIX FAMILY
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$100
PLAZA ACADEMY
3930 BROADWAY BOULEVARDKANSAS CITYMO64111PCSECOND LEVEL RENOVATION$25,000
PREP-KC
2300 MAIN ST SUITE 340KANSAS CITYMO64108PCDEVELOPING LITERACY LEADERS TO SUSTAIN THE K-3 LITERACY BENCHMARKING INITIATIVE$31,600
PROJECT LINUS
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$400
RAVENWOOD NATURAL SCIENCE CENTER
448 LABRIE DRIVE APT BWHITEFISHMT59937PCGRANT FOR MATCH$1,000
REBUILDING TOGETHER KANSAS CITY INC
2050 PLUMBERS WAY 150LIBERTYMO64068PCSAFE AT HOME: MAKING LIFE ACCESSIBLE$20,000
REDISCOVER
1555 NE RICE ROADLEES SUMMITMO64086PCSUPPORT FOR DIALECTICAL BEHAVIOR THERAPY (DBT)$20,000
REDWOOD CITY EDUCATION FOUNDATION
PO BOX 3046REDWOOD CITYCA940643046PC2018 OUTSTANDING COMMUNITY SERVICE AWARD$4,500
RISING UP
PO BOX 385FORT MORGANCO807010385PC2018 OUTSTANDING COMMUNITY SERVICE AWARD$5,000
ROSEDALE DEVELOPMENT ASSOCIATION
1403 SOUTHWEST BLVDKANSAS CITYKS661031828PCROOF REPAIR$22,000
SAFEHOME INC
PO BOX 4563OVERLAND PARKKS66204PCFURNITURE REPLACEMENT$13,000
SAINT LUKE'S HOSPITAL FOUNDATION
2101 W 67TH STMISSION HILLSKS66208PCGRANT FOR MATCH$2,000
SETON CENTER INC
2816 E 23RD STREETKANSAS CITYMO64127PCCAN YOU HEAR ME NOW?$9,800
SHINNECOCK HILLS EDUCATION FUND
PO BOX 2365SOUTHAMPTONNY11969PCGRANT FOR MATCH$500
SHOW ME KC SCHOOLS
4049 W PENNSYLVANIA AVE SUITE 301KANSAS CITYMO64111PCEXPANDING THE CAPACITY OF SHOW ME KC SCHOOLS$25,000
SLEEPYHEAD BEDS
4741 CENTRAL ST STE 244KANSAS CITYMO64112PCSLEEPYHEAD BEDS BED COLLECTION & DISTRIBUTION PROGRAM$25,000
SOUTHERN METHODIST UNIVERSITY
2101 W 67TH STMISSION HILLSKS66208PCGRANT FOR MATCH$2,000
ST ANGES SCHOOL
5130 MISSION RDROELAND PARKKS66205PCGRANT FOR MATCH$1,000
ST JOSEPH DEVELOPMENT FUND
5321 PAYNESHAWNEEKS66226PCGRANT FOR MATCH$1,000
SUNFLOWER HOUSE
15440 W 65TH STREETSHAWNEEKS66217PCINTERVIEW RECORDING EQUIPMENT FOR CHILD ASSESSMENT PROGRAM$18,000
THE CHILDREN'S PLACE
2 E 59TH STKANSAS CITYMO64113PCTHE CHILDREN'S PLACE - STRATEGIC PLANNING$30,000
THE FARMER'S HOUSE
3011 BALTIMORE AVENUEKANSAS CITYMO641083403PCMAKERSPACE: POTTERY STUDIO FOR VOCATIONAL EXPLORATION$12,500
THE HARRY S TRUMAN GOOD NEIGHBOR AWARD FOUNDATION
PO BOX 755SHAWNEE MISSIONKS66201PCVIDEO UPDATE$5,000
THE KEYS ARE AT THE CROSS
PO BOX 18445RAYTOWNMO641338445PC2018 OUTSTANDING SERVICE AWARD$5,000
THE NATURE CONCERVANCY KANSAS CHAPTER
2420 NW BUTTON ROADTOPEKAKS66618PCSUPPORT THE CONSERVATION OF LANDS AND WATERS THAT BENEFIT INDIVIDUALS RESIDING IN THE GREATER KANSAS CITY AREAS$5,000
THE NELSON GALLERY FOUNDATION
4801 MAIN STREET SUITE 1000KANSAS CITYMO64111PCGRANT FOR MATCH$20,000
THE NELSON GALLERY FOUNDATION
5049 WORNALL RD 10EFKANSAS CITYMO64112PCGRANT FOR MATCH$2,000
THE OHIO STATE UNIVERSITY FOUNDATION
ONE HR BLOCK WAYKANSAS CITYMO64015PCGRANT FOR MATCH$600
THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
PO BOX 32844KANSAS CITYMO64171PCCONSULTANT, DATABASE, AND ADMINISTRATIVE EXPENSES TO IMPROVE FUND DEVELOPMENT$23,400
THE WOMEN'S FOUNDATION OF GREATER KANSAS CITY
5049 WORNALL RD 10EFKANSAS CITYMO64112PCGRANT FOR MATCH$12,000
THE WORNALLMAJORS HOUSE MUSEUMS
6115 WORNALL ROAD 8201 STATELINEKANSAS CITYMO64113PCALEXANDER MAJORS HOUSE MUSEUM WOOD RESTORATION$7,600ROAD
TNC COMMUNITY
12404 E US HIGHWAY 40INDEPENDENCEMO64055PCHOMES LIKE YOURS AND MINE: TECH UPGRADE$5,500
TOTES FOR TOTS & TEENS
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$200
TRI-COUNTY COMMUNITY MENTAL HEALTH SERVICES
3100 NE 83RD STREET SUITE 1001KANSAS CITYMO64119PCIMPROVING ACCESS TO MENTAL HEALTH CARE$25,000
UMKC FOUNDATION
4801 MAIN STREET SUITE 1000KANSAS CITYMO64111PCTO SUPPORT ACTIVITIES AND EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2018$2,195
UMKC FOUNDATION
4801 MAIN STREET SUITE 1000KANSAS CITYMO64111PCGRANT FOR MATCH$5,000
UMKC FOUNDATION
4801 MAIN STREET SUITE 1000KANSAS CITYMO64111PCTO SUPPORT HENRY W. BLOCH SCHOLARS DURING 2018$215,092
UNICORN THEATRE
3828 MAIN STREETKANSAS CITYMO641111915PCONGOING PROGRAMS AND OPERATIONS$9,000
UNION STATION KANSAS CITY INC
30 WEST PERSHING ROAD SUITE 400KANSAS CITYMO64108PCCITY STAGE THEATRE RENOVATION PROJECT$20,000
UNITED SERVICE ORGANIZATIONS
4801 MAIN STREET SUITE 1000KANSAS CITYMO64112PCGRANT FOR MATCH$300
UNITED WAY OF GREATER KANSAS CITY
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112PCONGOING OPERATION OF 2-1-1$10,000
UNITED WAY OF GREATER KANSAS CITY
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112PCHEART OF AMERICA COMMUNITY AIDS PROGRAM$5,000
UNITED WAY OF GREATER KANSAS CITY
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112PCMY VERY OWN LIBRARY - KC$15,000
UNITED WAY OF GREATER KANSAS CITY
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$1,732
UNIVERSITY OF CALIFORNIA SANTA BARBARA
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$500
UNIVERSITY OF CENTRAL MISSOURI FOUNDATION
ONE HR BLOCK WAY 8TH FLOORKANSAS CITYMO64105PCGRANT FOR MATCH$125
UNIVERSITY OF KANSAS ENDOWMENT ASSOC
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$2,100
UNIVERSITY OF KANSAS HEALTH SYSTEMS
2101 W 67TH STMISSION HILLSKS66208PCGRANT FOR MATCH$2,000
UNIVERSITY OF MISSOURI-COLUMBIA
9210 N VIRGINIA AVEKANSAS CITYMO64155PCGRANT FOR MATCH$2,000
UNIVERSITY OF MISSOURI-COLUMBIA
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$1,000
UNIVERSITY OF NEBRASKA FOUNDATION
2101 W 67TH STMISSION HILLSKS66208PCGRANT FOR MATCH$500
UNIVERSITY OF VIRGINIA - LAW SCHOOL FOUNDATION
580 MASSIE ROADCHARLOTTESVILLEVA22901PCGRANT FOR MATCH$200
UNIVERSITY OF WISCONSIN EAU CLAIRE FOUNDATION
330 W 34TH STREETNEW YORKNY10001PCGRANT FOR MATCH$5,000
VASSAR COLLEGE
2775 SANDERS ROAD SUITE F8NORTHBROOKIL60062PCGRANT FOR MATCH$5,000
VETERANS COMMUNITY PROJECT
8900 TROOST AVEKANSAS CITYMO641313053PCELECTRONIC HEALTH RECORD SYSTEM (EHR) FROM ZENCHARTS$10,000
VIBRANT HEALTH-WYANDOTTE NEIGHBORHOOD CLINICS
21 NORTH 12TH STREET 300KANSAS CITYKS66102PCHEALTH INFORMATION TECHNOLOGY AND TELECOMMUNICATIONS INTEGRATION & IMPROVEMENT$30,600
WAYSIDE WAIFS INC
3901 MARTHA TRUMAN ROADKANSAS CITYMO64137PCNO MORE BULLYING! PROGRAM EVALUATION$10,000
WHITEFISH LAKE INSTITUTE
448 LABRIE DRIVE APT BWHITEFISHMT59937PCGRANT FOR MATCH$250
WHITEFISH THEATRE COMPANY
448 LABRIE DRIVE APT BWHITEFISHMT59937PCGRANT FOR MATCH$100
YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN WASHINGTON DC
535 GRISWOLD STREET SUITE 2300DETROITMI48226PCGRANT FOR MATCH$5,000
YOUNG WOMEN ON THE MOVE
3148 PARALLEL PARKWAYKANSAS CITYKS66104PCCAPITAL CAMPAIGN$25,000
YOUTH SYMPHONY OF KANSAS CITY
209 W 18TH STREETKANSAS CITYMO64108PC60TH ANNIVERSARY COMMISSIONS$5,000
YOUTH VOLUNTEER CORPS
1025 JEFFERSON STREETKANSAS CITYMO64105PCYVC LEADERSHIP ACADEMY$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,586,967TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UMKC FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14801 MAIN STREET SUITE 1000AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64111ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposePLEDGED GRANTGrantOrContributionPurposeTxt
Amt$1,100,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,100,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,169ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,086,899ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$387,420ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescUNREALIZED GAIN (LOSS) ON INVESTMENTSDesc
Exclusion14ExclusionCd
Exclusion-$3,529,380ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$2,039,892ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$2,039,892TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1H&R BLOCK INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HR BLOCK WAYAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd
FieldValueIRS element (for citing)
Total Contributions$231,200TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND AUDIT FEESCategoryTxt
Amt$64,071Amt
Net Investment Income$36,942NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,809DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990-PF, PART VIII, LINE 1, OFFICER COMPENSATIONTHE 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. OFFICERS DAVID P. MILES AND CAREY WILKERSON ARE EMPLOYEES OF AND ARE 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 OFFICERS IS REPORTED IN PART VIII, LINE 1, OFFICER COMPENSATION AS IF THE FOUNDATION HAD PAID THE OFFICERS 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-ATHE 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 (26 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DIMENSIONAL EMERGING MARKETS FUNDFMV$1,726,822$1,726,822
FIR TREE INTERNATIONAL VALUE FUNDFMV$1,357,782$1,357,782
VANGUARD DIVIDEND APPRECIATION FUNDFMV$2,112,839$2,112,839
WINGATE PARTNERSFMV$164,464$164,464
CID CAPITALFMV$982,010$982,010
VANGUARD EMERGING MARKETSFMV$1,663,841$1,663,841
COMMER TORTOISEFMV$1,089,622$1,089,622
LAZARD GLOBALFMV$1,057,927$1,057,927
SEMPER VICFMV$2,801,053$2,801,053
RIVERVEST VENTURE FUNDFMV$2,494,504$2,494,504
WELLINGTON CTF DURABLEFMV$2,152,580$2,152,580
OAKWOOD REAL ESTATE PARTNERS IIFMV$874,580$874,580
ARTISAN GLOBAL VALUE FUNDFMV$2,239,323$2,239,323
VANGUARD DEVELOPED MARKETSFMV$6,663,295$6,663,295
VANGUARD RUSSELL 3000FMV$9,312,323$9,312,323
VANGUARD INTERMEDIATE US GOVT BOND FUNDFMV$6,740,718$6,740,718
DOVER STREET IX CAYMAN FUNDFMV$938,147$938,147
PARAMETRIC GLOBAL DEFENSIVEFMV$2,988,865$2,988,865
LOOMISFMV$1,747,301$1,747,301
HBK MULTI STRATEGYFMV$1,743,733$1,743,733
T ROWE PRICE NEW ERAFMV$1,250,912$1,250,912
VANGUARD SHORT TERM TRSFMV$1,005,863$1,005,863
OAKWOOD REAL ESTATE PARTNERS IIIFMV$162,208$162,208
ROARK CAPITAL PARTNERS IIFMV$557,915$557,915
ROARK CAPITAL PARTNERS VFMV$159,504$159,504
RIVERVEST VENTURE IVFMV$284,731$284,731

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$6,501LegalFeesAmt
Net Investment Income$325NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,176DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUE FROM MARION AND HENRY BLOCH FAMILY FOUNDATION$125,880$40,874$40,874
OTHER RECEIVABLES$0$6,300$6,300

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INFORMATION TECHNOLOGY$11,867$0$11,867
SPECIAL EVENT EXPENSE$1,357$68$1,289
VOLUNTEER PROGRAM COSTS$5,782$0$5,782
INSURANCE-GENERAL$4,812$0$0
MISCELLANEOUS$750$137$2,602

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME (LOSS) FROM SCHEDULES K-1-$82,359
UNREALIZED GAIN (LOSS) ON INVESTMENTS-$3,529,380-$3,529,380

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO HRB MANAGEMENT, INC.Desc
BOY Book Value$65,667BOYBookValueAmt
EOY Book Value$68,747EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISOR AND SERVICE FEES$719,930$262,079$0
MANAGEMENT FEES$336,534$26,923$309,611
CONSULTING FEES$15,473$774$14,699