2019-11-05T15:19:50-06:00 2018-12-31 420714325 RSM US LLP 201 FIRST STREET SE SUITE 800 CEDAR RAPIDS IA 52401 990PF 2018-01-01 237378232 H & R BLOCK FOUNDATION H&RB 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 12:14:25 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CFDCB964B1DF4C9A9DAAC3B1488004CEFEDD9B1E 2018 2020-01-14 16:20:31Z X 58061446 X 231200 15169 15169 1086899 935748 387420 9701802 858026 -3529380 -82359 -1808692 1726584 0 0 0 6501 325 6176 64071 36942 7809 1071937 289776 324310 13416 671 12745 13614 1361 12253 24568 205 21540 1194107 329280 384833 2586967 2586967 3781074 329280 2971800 -5589766 1397304 3763197 3741410 3741410 59759055 54272862 54272862 125880 47174 47174 63648132 58061446 58061446 65667 68747 65667 68747 X 35584560 35584560 0 0 27997905 22408139 63582465 57992699 63648132 58061446 63582465 -5589766 0 57992699 0 57992699 TORTOISE P 333040 324365 8675 8675 PASSTHROUGH FROM SCH K-1 TORTOISE P 2328 2328 2328 WELLINGTON DIVERSIFIED P 2113450 2497722 -384272 -384272 PASSTHROUGH FROM SCH K-1 WELLINGTON DIVERSIFIED P 28901 28901 28901 WELLINGTON DURABLES P 13780 10337 3443 3443 PASSTHROUGH FROM SCH K-1 WELLINGTON DURABLES P 82211 82211 82211 ARTISAN GLOBAL VALUE P 613033 431571 181462 181462 LAZARD GLOBAL P 802410 642875 159535 159535 VANGUARD INTERIM P 99975 103626 -3651 -3651 VANGUARD EMRG MKTS P 549950 442682 107268 107268 VANGUARD RUSSELL P 749975 610128 139847 139847 VANGUARD DEVELOPED MKTS P 1799950 1679911 120039 120039 SEMPER VIC P 80958 80958 80958 OAKWOOD II P 87270 87270 87270 DIMENSIONAL P 539775 500000 39775 39775 LOOMIS P 128 128 128 HBK MULTI STRATEGY P 1541 -1541 -1541 RIVERVEST III P 608 608 608 RIVERVEST IV P 27053 -27053 -27053 OAKWOOD III P 10685 10685 10685 AVIVA P 1586395 1557348 29047 29047 GRUSS GLOBAL P 8758 8758 8758 PASSTHROUGH FROM SCH K-1 OAKWOOD II P 185907 185907 185907 PASSTHROUGH FROM SCH K-1 DIMENSIONAL P 12774 -12774 -12774 PASSTHROUGH FROM SCH K-1 PARAMETRIC P 828 -828 -828 PASSTHROUGH FROM SCH K-1 OAKWOOD III P 12315 12315 12315 ST CAPITAL GAIN DISTRIBUTION P 1015 -1015 -1015 858026 0 3044923 60257059 0.050532 3007815 58731668 0.051213 3074705 59711766 0.051492 3506488 63603473 0.055130 3193717 61150004 0.052228 0.260595 0.052119 61072382 3183031 13973 3197004 2971800 27946 0 27946 0 27946 125363 0 0 125363 0 97417 97417 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MO 1 0 0 0 0 1 HRBLOCKFOUNDATION.ORG DAVID MILES 8168544361 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, TREASURER, DIRECTOR 5.00 0 0 0 BRUCE C DAVISON 1 H R BLOCK WAY KANSAS CITY MO 64105 VICE CHAIRMAN, DIRECTOR 0.50 0 0 0 THOMAS A GERKE 1 H R BLOCK WAY KANSAS CITY MO 64105 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 EVANGELINE RICH 1 H R BLOCK WAY KANSAS CITY MO 64105 ASSISTANT TREASURER 0.50 0 0 0 DAVID P MILES - SEE STMT 14 1 H R BLOCK WAY KANSAS CITY MO 64105 PRESIDENT 10.00 58400 6030 0 CAREY WILKERSON LOONEY - SEE STMT 1 1 H R BLOCK WAY KANSAS CITY MO 64105 SECRETARY 30.00 68901 11909 0 NONE 0 HRB MANAGEMENT INC 1 H R BLOCK WAY KANSAS CITY MO 64105 MANAGEMENT 336534 CAMBRIDGE ASSOCIATES LLC 100 SUMMER STREET BOSTON MA 02110 INVESTMENT ADVISOR 131863 0 0 58328015 3674403 0 62002418 0 0 62002418 930036 61072382 3053619 3053619 27946 27946 3025673 0 3025673 0 3025673 2971800 0 2971800 0 2971800 3025673 0 0 199167 397772 242131 80484 63962 983516 2971800 0 0 0 2971800 0 53873 53873 929643 0 0 0 0 0 0 145294 784349 397772 242131 80484 63962 H R BLOCK FOUNDATION ONE HR BLOCK WAY KANSAS CITY MO 64105 8168544361 VISIT HRBLOCKFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES. VISIT HRBLOCKFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES. THE 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. ABILITY KC 2101 W 67TH ST MISSION HILLS KS 66208 PC GRANT FOR MATCH 500 ACCELERATED SCHOOLS OF OVERLAND PARK INC 10713 BARKLEY ST OVERLAND PARK KS 66211 PC SCHOOL SAFETY IMPROVEMENTS AND WELLNESS 10000 AFTER THE HARVEST SOCIETY OF ST ANDREW-WEST 3801 TOPPING AVE KANSAS CITY MO 64129 PC GROWING OUR GIVING TO PROVIDE MORE PRODUCE FOR HUNGRY PEOPLE 25000 ALLEGHENY COLLEGE 520 N MAIN ST MEADVILLE PA 16335 PC GRANT FOR MATCH 500 ALPINE THEATRE PROJECT 448 LABRIE DRIVE APT B WHITEFISH MT 59937 PC GRANT FOR MATCH 1250 AMERICAN PUBLIC SQUARE INC 4747 TROOST AVENUE SUITE 211 KANSAS CITY MO 641101727 PC OPERATING SUPPORT 15000 ARTS KC-REGIONAL ARTS COUNCIL 106 SOUTHWEST BOULEVARD KANSAS CITY MO 64108 PC FUNDS TO SUPPORT AWARDS MADE TO SMALL ARTS ORGANIZATIONS THROUGH THE ARTSKC CATALYST CATEGORY. 15000 AVENUE OF LIFE INC 500 N 7TH STREET TRFY KANSAS CITY KS 66101 PC IMPACT WEDNESDAY HOUSING PROJECT 25000 BIG BROTHERS BIG SISTERS KANSAS CITY 1709 WALNUT STREET KANSAS CITY MO 64108 PC TECHNOLOGY AND DATA MANAGEMENT SYSTEM OVERHAUL 30000 BIG BROTHERS BIG SISTERS KANSAS CITY ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 1000 BIKEWALKKC 1106 E 30TH STREET KANSAS CITY MO 64109 PC BIKE SHARE EQUITY IN KANSAS CITY 30000 BILLINGS CATHOLIC SCHOOLS 38 GRAND AVE BILLINGS MT 59101 PC GRANT FOR MATCH 500 BISHOP MIEGE HIGH SCHOOL 5041 REINHARDT DR ROELAND PARK KS 66205 PC GRANT FOR MATCH 500 BISHOP SULLIVAN CENTER 6435 TRUMAN ROAD KANSAS CITY MO 64126 PC ONE CITY CAFE 25000 BISHOP WARD HIGH SCHOOL 708 NORTH 18TH STREET KANSAS CITY KS 66102 PC STEAM CENTER 25000 BLUE SPRINGS SCHOOL OF ECONOMICS 200 NW 14TH STREET BLUE SPRINGS MO 64015 PC COMPLETE RENOVATION OF THE ORGANIZATION'S RESTROOM AND LAUNDRY FACILITIES 5000 BOSTON COLLEGE ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 5000 BOYS GROW CORP 9301 E 147TH ST KANSAS CITY MO 64149 PC FARM KITCHEN 25000 CAMPS FOR KIDS 5960 DEARBORN SUITE 225 MISSION KS 66202 PC OPERATING SUPPORT 6500 CARROLLWOOD DAY SCHOOL 1515 W BEARSS AVE TAMPA FL 33613 PC GRANT FOR MATCH 500 CATHOLIC CHARITIES OF NORTHEAST KANSAS 9720 W 87TH ST OVERLAND PARK KS 66212 PC CLIENT TRANSPORTATION REPLACEMENT PROJECT 28000 CATHOLIC EDUCATION FOUNDATION ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 1800 CENTER FOR DEVELOPMENTALLY DISABLED 9150 E 41ST TERRACE KANSAS CITY MO 64133 PC DEVEOLPING A BRIGHTER TOMORROW 30000 CENTER FOR PRACTICAL BIOETHICS 1111 MAIN SUITE 500 KANSAS CITY MO 64105 PC ELDER ABUSE SHELTER - PLANNING GRANT 9800 CENTER FOR PRACTICAL BIOETHICS ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 1000 CENTRAL METHODIST UNIVERSITY 1146 E 77TH STREET KANSAS CITY MO 64131 PC GRANT FOR MATCH 1000 CENTRAL MICHIGAN UNIVERSITY 1200 S FRANKLIN ST MT PLEASANT MI 48859 PC GRANT FOR MATCH 375 CHILDREN'S MERCY HOSPITAL 2101 W 67TH ST MISSION HILLS KS 66208 PC GRANT FOR MATCH 2000 CHWC INC 2 SOUTH 14 STREET KANSAS CITY KS 661025041 PC COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION 25000 COLORADO COLLEGE 14 E CACHE LA POUDRE ST COLORADO SPRINGS CO 80903 PC GRANT FOR MATCH 1000 COLUMBIA UNIVERSITY PO BOX 2365 SOUTHAMPTON NY 11969 PC GRANT FOR MATCH 500 COMMUNITY ASSISTANCE COUCIL 30 WEST PERSHING ROAD SUITE 700 KANSAS CITY MO 64108 PC UPDATE REFRIGERATORS AND FREEZERS 10000 COOPERATIVE ESL MINISTRIES 700 2 STREET SW 2600 CALGARY ALBERTA CA T2P 2W2 PC GRANT FOR MATCH 400 CORNERSTONES OF CARE 9700 GRANDVIEW ROAD KANSAS CITY MO 64137 PC EXPANDING AND ENHANCING HOME-BASED SERVICES FOR TRAUMATIZED CHILDREN AND FAMILIES 43000 CRISTO REY KANSAS CITY 211 W LINWOOD KANSAS CITY MO 64111 PC HVAC REPLACEMENT 45000 DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 PC SUPPORT FOR HENRY W. BLOCH SCHOLARS 61602 DOWNTOWN KANSAS CITY CIVIC VENTURES 911 MAIN SUITE 110 KANSAS CITY MO 64105 PC DOWNTOWN COMMUNITY SERVICE CENTER 10000 EARLY CHILDHOOD EDUCATION ACCESS FUND AT THE GREATER KANSAS CITY COMMUNITY 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 PC EARLY EDUCATION FUNDERS COLLABORATIVE 2018 100000 EMPORIA STATE UNIVERSITY FOUNDATION 1500 HIGHLAND ST EMPORIA KS 66801 PC GRANT FOR MATCH 1000 EPSTEN GALLERY 5500 WEST 123RD STREET OVERLAND PARK KS 66209 PC SUPPORTING CONSCIOUS CREATIVITY AT ST. MARKS 3000 EQUAL JUSTICE AMERICA 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64112 PC GRANT FOR MATCH 200 ERIN ANDRA WILSON FOUNDATION ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 400 FIRST CALL ALCOHOLDRUG PREVENTION & RECOVERY 9091 STATE LINE ROAD KANSAS CITY MO 64114 PC FIRST CALL SECURITY UPDATES 10000 FOSTERADOPT CONNECT 18600 E 37TH TERRACE S INDEPENDENCE MO 64057 PC IMPROVING TECH CAPACITY TO SERVE ADDITIONAL CHILDREN 8300 FRIENDS OF REDWOOD CITY PUBLIC LIBRARY 1044 MIDDLEFIELD RD REDWOOD CITY CA 940631815 PC 2018 OUTSTANDING SERVICE AWARDS 500 FRIENDS OF THE ZOO 1146 E 77TH STREET KANSAS CITY MO 64131 PC GRANT FOR MATCH 200 FRIENDS OF THE ZOO 1146 E 77TH STREET KANSAS CITY MO 64131 PC RETAIL CAPACITY BUILDING 59200 GABBY KRAUSE FOUNDATION 7200 S ALTON WAY B-130 CENTENNIAL CO 80112 PC 2018/19 TECHNOLOGY UPGRADE - BAGS OF FUN 9000 GEORGIA TECH FOUNDATION 1155 PERIMTER CENTER WEST ATLANTA GA 30338 PC GRANT FOR MATCH 5000 GILDA'S CLUB KANSAS CITY ONE HR BLOCK WAY KANSAS CITY MO 64105 PC TRANSLATION AND PRINTING OF SPANISH LANGUAGE MATERIALS 2300 GLACIER NATIONAL PARK CONSERVANCY 448 LABRIE DRIVE APT B WHITEFISH MT 59937 PC GRANT FOR MATCH 1000 GLACIER NORDIC CLUB 448 LABRIE DRIVE APT B WHITEFISH MT 59937 PC GRANT FOR MATCH 200 GLACIER SYMPHONY AND CHORALE 448 LABRIE DRIVE APT B WHITEFISH MT 59937 PC GRANT FOR MATCH 100 GOOD SHEPHERD CATHOLIC SCHOOL 12800 W 75TH STREET SHAWNEE KS 66216 PC GRANT FOR MATCH 1000 GORDON PARKS ELEMENTARY SCHOOL 580 CAMPBELL KANSAS CITY MO 641061273 PC EMERGENCY NEED FOR BOILER REPLACEMENT 10000 GRANDVIEW ASSISTANCE PROGRAM 1121 MAIN STREET GRANDVIEW MO 64030 PC THE TECHNOLOGICAL MODERNIZATION OF GAP 7400 GREAT CIRCLE 18610 EAST 37TH TERRACE SOUTH INDEPENDENCE MO 64057 PC EMPOWERING CHILDREN FOR HEALTHY OUTCOMES 25000 GREATER KANSAS CITY HISPANIC DEVELOPMENT FUND 1055 BROADWAY BLVD SUITE 130 KANSAS CITY MO 64105 PC SCHOLARSHIPS FOR AREA LATINO STUDENTS TO ATTEND POST-SECONDARY INSTITUTIONS. 10000 GREATER KC LINC INC ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 9800 HACKLEY SCHOOL PO BOX 2365 SOUTHAMPTON NY 11969 PC GRANT FOR MATCH 5000 HARRISON RURITAN FOUNDATION INC PO BOX 762 HARRISON TN 37341 PC 2018 HWB OUTSTANDING COMMUNITY SERVICE AWARDS 5000 HARVESTERS - THE COMMUNITY FOOD NETWORK 3801 TOPPING AVE KANSAS CITY MO 641291744 PC ONGOING PROGRAMS AND OPERATIONS 25000 HEROES CARE INC 330 SUN VALLEY CIRCLE FENTON MO 63026 PC MILITARY FOOD PANTRY - KC ARMORY 10000 HILLCREST TRANSITIONAL HOUSING 1401 FAIRFAX TRAFFIC WAY SUITE 323 D KANSAS CITY KS 66115 PC ROSINA CAPITAL REPAIRS 25000 HOPE NETWORK OF RAYTOWN 10500 EAST 350 HIGHWAY RAYTOWN MO 64138 PC TECHOLOGICAL UPGRADES & EXPANSION 2700 INDIANA UNIVERSITY FOUNDATION ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 100 JACKSON COUNTY CASA 2544 HOLMES KANSAS CITY MO 64108 PC HEALTHY TRANSITIONS FOR OLDER FOSTER YOUTH 15000 JACKSON COUNTY HISTORICAL SOCIETY 650 MINNESOTA AVENUE KANSAS CITY KS 66101 PC INQUIRY DESIGN MODEL WORKSHOPS 10000 JOB ONE 1085 S YUMA AVENUE INDEPENDENCE MO 64056 PC UPGRADING EQUIPMENT FOR THE EMPLOYMENT OF PEOPLE WITH DISABILITIES 25000 JOHNS HOPKINS UNIVERSITY 3910 KESWICK ROAD SUITE N2100 BALTIMORE MD 21211 PC GRANT FOR MATCH 1000 JOHNSON COUNTY CHRISTMAS BUREAU ASSOCIATION PO BOX 14786 LENEXA KS 66285 PC COMPUTER HARDWARE FOR ON-LINE APPLICATION AND PROCESSING 8500 JOURNEY TO NEW LIFE INC 3120 TROOST AVE KANSAS CITY MO 64109 PC NEW ROOF FOR JOURNEY HOUSE 25000 KANBE'S MARKET 4747 TROOST AVENUE SUITE 207 KANSAS CITY MO 64110 PC HEALTHY CORNER STORES 25000 KANSAS CITY ART INSTITUTE 4415 WARWICK BLVD KANSAS CITY MO 64111 PC FUNDS TO SUPPORT ONGOING OPERATION OF THE H&R BLOCK ARTSPACE. 20000 KANSAS CITY BALLET 500 WEST PERSHING ROAD KANSAS CITY MO 64108 PC COMMUNITY ENGAGEMENT AND EDUCATION - PRIMARILY REACH OUT AND DANCE (R.O.A.D) 15000 KANSAS CITY COMMUNITY GARDENS 6917 KENSINGTON KANSAS CITY MO 641321633 PC VEHICLE CAPACITY & SAFETY PROJECT 25000 KANSAS CITY FRIENDS OF ALVIN AILEY 1714 EAST 18TH STREET KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 12000 KANSAS CITY PUBLIC SCHOOLS EDUCATION FOUNDATION 2901 TROOST AVE KANSAS CITY MO 64109 PC PARENTS AS TEACHERS PROGRAM 54000 KANSAS CITY REPERTORY THEATRE 4825 TROOST AVE STE 106 KANSAS CITY MO 641102229 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. 15000 KANSAS CITY SYMPHONY 1703 WYANDOTTE ST SUITE 200 KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 25000 KANSAS CITY YOUNG AUDIENCES 3732 MAIN ST KANSAS CITY MO 64111 PC ONGOING OPERATION OF THE ARTS PARTNERS PROGRAM 13000 KC HEALTHY KIDS 650 MINNESOTA AVENUE KANSAS CITY KS 66101 PC FARE FOOD SHOPPING IN KC: IMPROVING PUBLIC TRANSPORTATION INFRASTRUCTURE 35000 KC MOTHERS IN CHARGE 3200 WAYNE AVENUE SUITE 124 KANSAS CITY MO 64109 PC ADMINISTRATIVE AND PROGRAM CAPACITY BUILDING 5000 KCPT- PUBLIC TELEVISION 19 5049 WORNALL RD 10EF KANSAS CITY MO 64112 PC GRANT FOR MATCH 1000 KVC HOSPITALS INC 21350 W 153RD ST OLATHE KS 66061 PC KVC COTTAGE RENOVATION 100000 LEAD TO READ 6022 N STRATHBURY AVE KANSAS CITY MO 64151 PC PROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES. 2500 LEAD TO READ 6022 N STRATHBURY AVE KANSAS CITY MO 64151 PC COMPREHENSIVE PROGRAM EVALUATION 10000 LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64112 PC GRANT FOR MATCH 200 LITERACY KANSAS CITY 211 W ARMOUR BLVD FL 3RD KANSAS CITY MO 64111 PC PROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES 2500 LITTLE RED SCHOOL HOUSE INC PO BOX 2365 SOUTHAMPTON NY 11969 PC GRANT FOR MATCH 1000 LOCAL INITIATIVES SUPPORT CORPORATION - LISC 600 BROADWAY SUITE 280 KANSAS CITY MO 64105 PC FINANCIAL OPPORTUNITY CENTER NETWORK & THE HISTORIC NORTHEAST 100000 LYRIC OPERA OF KANSAS CITY INC 1725 HOLMES STREET KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 15000 LYRIC OPERA OF KANSAS CITY INC 4801 MAIN STREET SUITE 650 KANSAS CITY MO 64112 PC GRANT FOR MATCH 2000 MARLBOROUGH COMMUNITY COALITION 1146 E 77TH STREET KANSAS CITY MO 64131 PC GRANT FOR MATCH 100 MARLBOROUGH COMMUNITY COALITION 2700 E 18TH STREET KANSAS CITY MO 64127 PC MARLBOROUGH COMMUNITY LAND TRUST FORMATION PHASE I 37500 MESNER PUPPET THEATER 1006 E LINWOOD BLVD KANSAS CITY MO 64109 PC SIGNS OF REVITALIZATION 19000 METROPOLITAN COMMUNITY COLLEGE FOUNDATION 3200 BROADWAY KANSAS CITY MO 64111 PC FUNDS TO SUPPORT HENRY W. BLOCH SCHOLARS DURING 2018 52728 MID AMERICA ASSISTANCE COALITION 1 WEST ARMOUR BLVD SUITE 301 KANSAS CITY MO 64111 PC ONGOING OPERATING SUPPORT 10000 MID AMERICA ASSISTANCE COALITION 1 WEST ARMOUR BLVD SUITE 301 KANSAS CITY MO 64111 PC EMERGENCY FOOD AND SHELTER PROGRAM 15000 MOCSA 3100 BROADWAY SUITE 400 KANSAS CITY MO 64111 PC ONGOING OPERATING SUPPORT 11000 MORNINGSTAR'S DEVELOPMENT COMPANY INC 2411 E 27TH ST KANSAS CITY MO 64127 PC COMMUNITY SERVICES COORDINATOR - A 1-YEAR CONTRACT 30000 MOTHER'S REFUGE 14400 E 42ND ST SOUTH SUITE 220 INDEPENDENCE MO 64055 PC TRANSPORTATION FOR HOMELESS, PREGNANT, AND PARENTING TEENAGERS AND THEIR BABIES 20000 MUTIPLE SCLEROSIS FOUNDATION 2101 W 67TH ST MISSION HILLS KS 66208 PC GRANT FOR MATCH 1000 NATIONAL SHRINE OF MARY MOTHER OF THE CHURCH ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 668 NATIVITY PARISH SCHOOL ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 2400 NEBRASKA HUMANE SOCIETY 12113 N 72ND STREET OMAHA NE 68122 PC GRANT FOR MATCH 10000 NEIGHBORHOOD LEGAL SUPPORT OF KANSAS CITY 815 W 53RD TER KANSAS CITY MO 64112 PC THE COMMUNITY DEVELOPMENT ADVOCACY PROJECT 18500 NETWORK CONNECTORS 410 E 54TH ST KANSAS CITY MO 64110 PC HEALTHY COMMUNITY ECOSYSTEMS 10000 NEW REFORM TEMPLE 4801 MAIN STREET SUITE 650 KANSAS CITY MO 64112 PC GRANT FOR MATCH 2000 NOAH WEBSTER HOUSE 70 FERNCLIFF DRIVE WEST HARTFORD CT 06117 PC GRANT FOR MATCH 5000 NORTH VALLEY HOSPITAL FOUNDATION 448 LABRIE DRIVE APT B WHITEFISH MT 59937 PC GRANT FOR MATCH 1000 NORTH VALLEY MUSIC SCHOOL 448 LABRIE DRIVE APT B WHITEFISH MT 59937 PC GRANT FOR MATCH 100 NORTHLAND EARLY EDUCATION CENTER 8630 NORTH OAK TRAFFICWAY KANSAS CITY MO 64155 PC NEEC CAPITAL CAMPAIGN 25000 NORTHLAND SHEPHERD'S CENTER 4805 NE ANTIOCH RD KANSAS CITY MO 64119 PC SECURITY AND SAFETY FOR OLDER ADULTS 25000 NORTHWEST COMMUNITY DEVELOPMENT CORPORATION 217 SOUTH CEDAR AVENUE INDEPENDENCE MO 64053 PC COMMUNITY SAFETY 4200 NORTHWESTERN COLLEGE ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 150 NORTHWESTERN UNIVERSITY 12336 RUSSELL ST OVERLAND PARK KS 66209 PC GRANT FOR MATCH 250 NOTRE DAME DE SION 4801 MAIN STREET SUITE 650 KANSAS CITY MO 64112 PC GRANT FOR MATCH 1000 OKLAHOMA STATE UNIVERSITY ONE HR BLOCK WAY KANSAS CITY MO 64015 PC GRANT FOR MATCH 150 OPEN OPTIONS 3100 BROADWAY BLVD SUITE 330 KANSAS CITY MO 64111 PC COMMUNITY LIVING ENHANCEMENTS 40000 OPERATION BREAKTHROUGH 3039 TROOST KANSAS CITY MO 64109 PC PROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES 2500 OWENCOX DANCE GROUP 4220 MERCIER STREET KANSAS CITY MO 64111 PC MARKETING AND DEVELOPMENT INITIATIVES 3500 PACES 747 ARMSTRONG AVENUE KANSAS CITY KS 66101 PC PACES MODERNIZATION PROJECT 25000 PEMBROKE HILL SCHOOL PO BOX 419580 KANSAS CITY MO 641416580 PC GRANT FOR MATCH 5000 PHOENIX FAMILY ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 100 PLAZA ACADEMY 3930 BROADWAY BOULEVARD KANSAS CITY MO 64111 PC SECOND LEVEL RENOVATION 25000 PREP-KC 2300 MAIN ST SUITE 340 KANSAS CITY MO 64108 PC DEVELOPING LITERACY LEADERS TO SUSTAIN THE K-3 LITERACY BENCHMARKING INITIATIVE 31600 PROJECT LINUS ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 400 RAVENWOOD NATURAL SCIENCE CENTER 448 LABRIE DRIVE APT B WHITEFISH MT 59937 PC GRANT FOR MATCH 1000 REBUILDING TOGETHER KANSAS CITY INC 2050 PLUMBERS WAY 150 LIBERTY MO 64068 PC SAFE AT HOME: MAKING LIFE ACCESSIBLE 20000 REDISCOVER 1555 NE RICE ROAD LEES SUMMIT MO 64086 PC SUPPORT FOR DIALECTICAL BEHAVIOR THERAPY (DBT) 20000 REDWOOD CITY EDUCATION FOUNDATION PO BOX 3046 REDWOOD CITY CA 940643046 PC 2018 OUTSTANDING COMMUNITY SERVICE AWARD 4500 RISING UP PO BOX 385 FORT MORGAN CO 807010385 PC 2018 OUTSTANDING COMMUNITY SERVICE AWARD 5000 ROSEDALE DEVELOPMENT ASSOCIATION 1403 SOUTHWEST BLVD KANSAS CITY KS 661031828 PC ROOF REPAIR 22000 SAFEHOME INC PO BOX 4563 OVERLAND PARK KS 66204 PC FURNITURE REPLACEMENT 13000 SAINT LUKE'S HOSPITAL FOUNDATION 2101 W 67TH ST MISSION HILLS KS 66208 PC GRANT FOR MATCH 2000 SETON CENTER INC 2816 E 23RD STREET KANSAS CITY MO 64127 PC CAN YOU HEAR ME NOW? 9800 SHINNECOCK HILLS EDUCATION FUND PO BOX 2365 SOUTHAMPTON NY 11969 PC GRANT FOR MATCH 500 SHOW ME KC SCHOOLS 4049 W PENNSYLVANIA AVE SUITE 301 KANSAS CITY MO 64111 PC EXPANDING THE CAPACITY OF SHOW ME KC SCHOOLS 25000 SLEEPYHEAD BEDS 4741 CENTRAL ST STE 244 KANSAS CITY MO 64112 PC SLEEPYHEAD BEDS BED COLLECTION & DISTRIBUTION PROGRAM 25000 SOUTHERN METHODIST UNIVERSITY 2101 W 67TH ST MISSION HILLS KS 66208 PC GRANT FOR MATCH 2000 ST ANGES SCHOOL 5130 MISSION RD ROELAND PARK KS 66205 PC GRANT FOR MATCH 1000 ST JOSEPH DEVELOPMENT FUND 5321 PAYNE SHAWNEE KS 66226 PC GRANT FOR MATCH 1000 SUNFLOWER HOUSE 15440 W 65TH STREET SHAWNEE KS 66217 PC INTERVIEW RECORDING EQUIPMENT FOR CHILD ASSESSMENT PROGRAM 18000 THE CHILDREN'S PLACE 2 E 59TH ST KANSAS CITY MO 64113 PC THE CHILDREN'S PLACE - STRATEGIC PLANNING 30000 THE FARMER'S HOUSE 3011 BALTIMORE AVENUE KANSAS CITY MO 641083403 PC MAKERSPACE: POTTERY STUDIO FOR VOCATIONAL EXPLORATION 12500 THE HARRY S TRUMAN GOOD NEIGHBOR AWARD FOUNDATION PO BOX 755 SHAWNEE MISSION KS 66201 PC VIDEO UPDATE 5000 THE KEYS ARE AT THE CROSS PO BOX 18445 RAYTOWN MO 641338445 PC 2018 OUTSTANDING SERVICE AWARD 5000 THE NATURE CONCERVANCY KANSAS CHAPTER 2420 NW BUTTON ROAD TOPEKA KS 66618 PC SUPPORT THE CONSERVATION OF LANDS AND WATERS THAT BENEFIT INDIVIDUALS RESIDING IN THE GREATER KANSAS CITY AREAS 5000 THE NELSON GALLERY FOUNDATION 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64111 PC GRANT FOR MATCH 20000 THE NELSON GALLERY FOUNDATION 5049 WORNALL RD 10EF KANSAS CITY MO 64112 PC GRANT FOR MATCH 2000 THE OHIO STATE UNIVERSITY FOUNDATION ONE HR BLOCK WAY KANSAS CITY MO 64015 PC GRANT FOR MATCH 600 THE SHEPHERD'S CENTER KANSAS CITY CENTRAL PO BOX 32844 KANSAS CITY MO 64171 PC CONSULTANT, DATABASE, AND ADMINISTRATIVE EXPENSES TO IMPROVE FUND DEVELOPMENT 23400 THE WOMEN'S FOUNDATION OF GREATER KANSAS CITY 5049 WORNALL RD 10EF KANSAS CITY MO 64112 PC GRANT FOR MATCH 12000 THE WORNALLMAJORS HOUSE MUSEUMS 6115 WORNALL ROAD 8201 STATELINE ROAD KANSAS CITY MO 64113 PC ALEXANDER MAJORS HOUSE MUSEUM WOOD RESTORATION 7600 TNC COMMUNITY 12404 E US HIGHWAY 40 INDEPENDENCE MO 64055 PC HOMES LIKE YOURS AND MINE: TECH UPGRADE 5500 TOTES FOR TOTS & TEENS ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 200 TRI-COUNTY COMMUNITY MENTAL HEALTH SERVICES 3100 NE 83RD STREET SUITE 1001 KANSAS CITY MO 64119 PC IMPROVING ACCESS TO MENTAL HEALTH CARE 25000 UMKC FOUNDATION 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64111 PC TO SUPPORT ACTIVITIES AND EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2018 2195 UMKC FOUNDATION 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64111 PC GRANT FOR MATCH 5000 UMKC FOUNDATION 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64111 PC TO SUPPORT HENRY W. BLOCH SCHOLARS DURING 2018 215092 UNICORN THEATRE 3828 MAIN STREET KANSAS CITY MO 641111915 PC ONGOING PROGRAMS AND OPERATIONS 9000 UNION STATION KANSAS CITY INC 30 WEST PERSHING ROAD SUITE 400 KANSAS CITY MO 64108 PC CITY STAGE THEATRE RENOVATION PROJECT 20000 UNITED SERVICE ORGANIZATIONS 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64112 PC GRANT FOR MATCH 300 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC ONGOING OPERATION OF 2-1-1 10000 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC HEART OF AMERICA COMMUNITY AIDS PROGRAM 5000 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC MY VERY OWN LIBRARY - KC 15000 UNITED WAY OF GREATER KANSAS CITY ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 1732 UNIVERSITY OF CALIFORNIA SANTA BARBARA ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 500 UNIVERSITY OF CENTRAL MISSOURI FOUNDATION ONE HR BLOCK WAY 8TH FLOOR KANSAS CITY MO 64105 PC GRANT FOR MATCH 125 UNIVERSITY OF KANSAS ENDOWMENT ASSOC ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 2100 UNIVERSITY OF KANSAS HEALTH SYSTEMS 2101 W 67TH ST MISSION HILLS KS 66208 PC GRANT FOR MATCH 2000 UNIVERSITY OF MISSOURI-COLUMBIA 9210 N VIRGINIA AVE KANSAS CITY MO 64155 PC GRANT FOR MATCH 2000 UNIVERSITY OF MISSOURI-COLUMBIA ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 1000 UNIVERSITY OF NEBRASKA FOUNDATION 2101 W 67TH ST MISSION HILLS KS 66208 PC GRANT FOR MATCH 500 UNIVERSITY OF VIRGINIA - LAW SCHOOL FOUNDATION 580 MASSIE ROAD CHARLOTTESVILLE VA 22901 PC GRANT FOR MATCH 200 UNIVERSITY OF WISCONSIN EAU CLAIRE FOUNDATION 330 W 34TH STREET NEW YORK NY 10001 PC GRANT FOR MATCH 5000 VASSAR COLLEGE 2775 SANDERS ROAD SUITE F8 NORTHBROOK IL 60062 PC GRANT FOR MATCH 5000 VETERANS COMMUNITY PROJECT 8900 TROOST AVE KANSAS CITY MO 641313053 PC ELECTRONIC HEALTH RECORD SYSTEM (EHR) FROM ZENCHARTS 10000 VIBRANT HEALTH-WYANDOTTE NEIGHBORHOOD CLINICS 21 NORTH 12TH STREET 300 KANSAS CITY KS 66102 PC HEALTH INFORMATION TECHNOLOGY AND TELECOMMUNICATIONS INTEGRATION & IMPROVEMENT 30600 WAYSIDE WAIFS INC 3901 MARTHA TRUMAN ROAD KANSAS CITY MO 64137 PC NO MORE BULLYING! PROGRAM EVALUATION 10000 WHITEFISH LAKE INSTITUTE 448 LABRIE DRIVE APT B WHITEFISH MT 59937 PC GRANT FOR MATCH 250 WHITEFISH THEATRE COMPANY 448 LABRIE DRIVE APT B WHITEFISH MT 59937 PC GRANT FOR MATCH 100 YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN WASHINGTON DC 535 GRISWOLD STREET SUITE 2300 DETROIT MI 48226 PC GRANT FOR MATCH 5000 YOUNG WOMEN ON THE MOVE 3148 PARALLEL PARKWAY KANSAS CITY KS 66104 PC CAPITAL CAMPAIGN 25000 YOUTH SYMPHONY OF KANSAS CITY 209 W 18TH STREET KANSAS CITY MO 64108 PC 60TH ANNIVERSARY COMMISSIONS 5000 YOUTH VOLUNTEER CORPS 1025 JEFFERSON STREET KANSAS CITY MO 64105 PC YVC LEADERSHIP ACADEMY 25000 2586967 UMKC FOUNDATION 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64111 PC PLEDGED GRANT 1100000 1100000 14 15169 14 1086899 18 387420 UNREALIZED GAIN (LOSS) ON INVESTMENTS 14 -3529380 0 -2039892 0 -2039892 0 0 0 0 0 0 0 0 0 0 X X 1 H&R BLOCK INC ONE HR BLOCK WAY KANSAS CITY MO 64105 231200 X ACCOUNTING AND AUDIT FEES 64071 36942 7809 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. 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-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. DIMENSIONAL EMERGING MARKETS FUND FMV 1726822 1726822 FIR TREE INTERNATIONAL VALUE FUND FMV 1357782 1357782 VANGUARD DIVIDEND APPRECIATION FUND FMV 2112839 2112839 WINGATE PARTNERS FMV 164464 164464 CID CAPITAL FMV 982010 982010 VANGUARD EMERGING MARKETS FMV 1663841 1663841 COMMER TORTOISE FMV 1089622 1089622 LAZARD GLOBAL FMV 1057927 1057927 SEMPER VIC FMV 2801053 2801053 RIVERVEST VENTURE FUND FMV 2494504 2494504 WELLINGTON CTF DURABLE FMV 2152580 2152580 OAKWOOD REAL ESTATE PARTNERS II FMV 874580 874580 ARTISAN GLOBAL VALUE FUND FMV 2239323 2239323 VANGUARD DEVELOPED MARKETS FMV 6663295 6663295 VANGUARD RUSSELL 3000 FMV 9312323 9312323 VANGUARD INTERMEDIATE US GOVT BOND FUND FMV 6740718 6740718 DOVER STREET IX CAYMAN FUND FMV 938147 938147 PARAMETRIC GLOBAL DEFENSIVE FMV 2988865 2988865 LOOMIS FMV 1747301 1747301 HBK MULTI STRATEGY FMV 1743733 1743733 T ROWE PRICE NEW ERA FMV 1250912 1250912 VANGUARD SHORT TERM TRS FMV 1005863 1005863 OAKWOOD REAL ESTATE PARTNERS III FMV 162208 162208 ROARK CAPITAL PARTNERS II FMV 557915 557915 ROARK CAPITAL PARTNERS V FMV 159504 159504 RIVERVEST VENTURE IV FMV 284731 284731 LEGAL FEES 6501 325 6176 DUE FROM MARION AND HENRY BLOCH FAMILY FOUNDATION 125880 40874 40874 OTHER RECEIVABLES 0 6300 6300 INFORMATION TECHNOLOGY 11867 0 11867 SPECIAL EVENT EXPENSE 1357 68 1289 VOLUNTEER PROGRAM COSTS 5782 0 5782 INSURANCE-GENERAL 4812 0 0 MISCELLANEOUS 750 137 2602 INCOME (LOSS) FROM SCHEDULES K-1 -82359 UNREALIZED GAIN (LOSS) ON INVESTMENTS -3529380 -3529380 DUE TO HRB MANAGEMENT, INC. 65667 68747 INVESTMENT ADVISOR AND SERVICE FEES 719930 262079 0 MANAGEMENT FEES 336534 26923 309611 CONSULTING FEES 15473 774 14699