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H & R BLOCK FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
H & R BLOCK FOUNDATION (EIN 23-7378232)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-15
IRS object ID
201812889349100641
Schema version
2017v2.3
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)
Return2018-10-15T15:47:18-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 ST SE SUITE 800AddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-10-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAWNA HULSPreparerPersonNm
PTINP01315330PTIN
Phone3192985333PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.174.87.132IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-10IPDt
IP Tm13:40:58IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB13405A3E646ECF240092223E5C62FB333DDA40FAtSubmissionCreationDeviceId
At Submission Filing Device Id011BD63129C2C3C3262605A65B6A2C7C42934B20AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$63,648,132FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$230,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10,063InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,063InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,265,639DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,050,385DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$689,371NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,988,124GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$827,943CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,552,063OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$33,506OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$9,747,136TotalRevAndExpnssAmt
Total Net Invst Incm$1,921,897TotalNetInvstIncmAmt
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$4,743LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$237LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,506LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$63,113AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$35,149AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,754AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$709,406OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$289,693OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$296,518OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$51,280TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$13,416OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$671OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$12,745OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$13,069TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,307TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$11,762TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$28,763OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$275OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$23,666OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$883,790TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$327,332TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$356,951TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,703,918ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,703,918ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,587,708TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$327,332TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,060,869TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,159,428ExcessRevenueOverExpensesAmt
Net Investment Income$1,594,565NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,367,061SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,763,197SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,763,197SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$54,078,088OtherInvestmentsBOYAmt
Other Investments EOY$59,759,055OtherInvestmentsEOYAmt
Other Investments EOYFMV$59,759,055OtherInvestmentsEOYFMVAmt
Other Assets BOY$27,046OtherAssetsBOYAmt
Other Assets EOY$125,880OtherAssetsEOYAmt
Other Assets EOYFMV$125,880OtherAssetsEOYFMVAmt
Total Assets BOY$57,472,195TotalAssetsBOYAmt
Total Assets EOY$63,648,132TotalAssetsEOYAmt
Total Assets EOYFMV$63,648,132TotalAssetsEOYFMVAmt
Other Liabilities BOY$49,158OtherLiabilitiesBOYAmt
Other Liabilities EOY$65,667OtherLiabilitiesEOYAmt
Total Liabilities BOY$49,158TotalLiabilitiesBOYAmt
Total Liabilities EOY$65,667TotalLiabilitiesEOYAmt
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$21,838,477RetainedEarningBOYAmt
Retained Earning EOY$27,997,905RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$57,423,037TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$63,582,465TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$57,472,195TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$63,648,132TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$57,423,037TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,159,428ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$63,582,465SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$63,582,465TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TORTOISE$230,888$244,348-$13,460-$13,460
PASSTHROUGH FROM SCH K-1 TORTOISE$3,790$3,790$3,790
WELLINGTON DIVERSIFIED$250,000$311,221-$61,221-$61,221
PASSTHROUGH FROM SCH K-1 WELLINGTON DIVERSIFIED$155,618$155,618$155,618
WELLINGTON DURABLES$11,896$9,874$2,022$2,022
PASSTHROUGH FROM SCH K-1 WELLINGTON DURABLES$8,683$8,683$8,683
CHARLES SCHWAB$2,190,073$2,337,775-$147,702-$147,702
VANGUARD INTERIM$399,975$402,415-$2,440-$2,440
VANGUARD EMRG MKTS$399,975$391,537$8,438$8,438
VANGUARD RUSSELL$3,449,337$3,093,625$355,712$355,712
VANGUARD DEVELOPED MKTS$649,975$542,459$107,516$107,516
SEMPER VIC$7,758$7,758$7,758
OCTAVIAN$14,524$28,114-$13,590-$13,590
COLCHESTER$1,427,174$1,427,174$0$0
PASSTHROUGH FROM SCH K-1 COLCHESTER$4,271-$4,271-$4,271
OAKWOOD II$8,677$8,677$8,677
PASSTHROUGH FROM SCH K-1 OAKWOOD II$20,204$20,204$20,204
WINGATE$0$0
PASSTHROUGH FROM SCH K-1 WINGATE$19,688-$19,688-$19,688
DIMENSIONAL$634,663$531,031$103,632$103,632
DOVER STREET$36,680$36,680$36,680
NHIT: CREDIT ASSET TRUST$2$2$2
PASSTHROUGH FROM SCH K-1 NHIT: CREDIT ASSET TRUST$3,712-$3,712-$3,712
GRUSS GLOBAL$1,734,449$1,504,908$229,541$229,541
HANCOCK$1,337,725$1,300,000$37,725$37,725
PARAMETRIC$8,029$8,029$8,029
PASSTHROUGH FROM SCH K-1 PARAMETRIC$8,029$8,029$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$827,943CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,007,815AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$58,731,668NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051213DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,074,705AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$59,711,766NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051492DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,506,488AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$63,603,473NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055130DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,193,717AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$61,150,004NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052228DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,930,600AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$57,048,831NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.033841DistributionYr5Rt
Total Distribution0.243904TotalDistributionRt
Average Distribution0.048781AverageDistributionRt
Net Vl Noncharitable Assets$60,257,059NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,939,400AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15,946NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,955,346AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,060,869QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$15,946InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,946SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,946TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$141,309EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$141,309TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$125,363OverpaymentAmt
Applied To ES Tax$125,363AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
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

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 15
1 H R BLOCK WAYKANSAS CITYMO64105PRESIDENT10.00$56,524$5,783$0
CAREY WILKERSON LOONEY - SEE STMT 1
1 H R BLOCK WAYKANSAS CITYMO64105SECRETARY30.00$64,737$11,589$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$299,278
CAMBRIDGE ASSOCIATES LLC
100 SUMMER STREETBOSTONMA02110INVESTMENT ADVISOR$137,176
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$57,358,681AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,815,998AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$61,174,679TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$61,174,679AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$917,620CashDeemedCharitableAmt
Net Vl Noncharitable Assets$60,257,059NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,012,853MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,012,853MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,946TaxBasedOnInvestmentIncomeAmt
Total Tax$15,946TotalTaxAmt
Distributable Before Adj$2,996,907DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,996,907DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,996,907DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,060,869ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,060,869QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$15,946PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,044,923AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,996,907DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$199,167ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$397,772ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$242,131ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$80,484ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$919,554TotalExcessDistributionCyovAmt
Qualifying Distributions$3,060,869QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,996,907AppliedToCurrentYearAmt
Remaining Distri From Corpus$63,962RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$983,516TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$983,516ExcessDistriCyovToNextYrAmt
Excess From Year4$199,167ExcessFromYear4Amt
Excess From Year3$397,772ExcessFromYear3Amt
Excess From Year2$242,131ExcessFromYear2Amt
Excess From Year1$80,484ExcessFromYear1Amt
Excess From Current Year$63,962ExcessFromCurrentYearAmt

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 (185 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFTER THE HARVEST
SOCIETY OF ST ANDREW-WEST 3801TOPPING AVEKANSAS CITYMO64129PCPRODUCE PROCUREMENT EXPANSION$30,000
ALPINE THEATRE PROJECT
PO BOX 1959WHITEFISHMT59937PCGRANT FOR MATCH$1,000
AMERICAN CANCER SOCIETY OF KANSAS CITY
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$400
AMERICAN HEART ASSOCIATION INC
208 S LASALLE ST STE 1500CHICAGOIL60604PCGRANT FOR MATCH$500
AMERICAN PUBLIC SQUARE INC
4747 TROOST AVENUE SUITE 211KANSAS CITYMO641101727PCOPERATING SUPPORT$25,000
BISHOP WARD HIGH SCHOOL
708 NORTH 18TH STREETKANSAS CITYKS66102PCFRONT AND CENTER, A FRONT ENTRANCE FACE LIFT$25,000
ARTS KC-REGIONAL ARTS COUNCIL
106 SOUTHWEST BOULEVARDKANSAS CITYMO64108PCFUNDS TO SUPPORT AWARDS MADE TO SMALL ARTS ORGANIZATIONS THROUGH THE ARTSKC CATALYST CATEGORY.$35,000
ASCENSION CATHOLIC SCHOOL
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$1,000
BACH ARIA SOLOISTS
PO BOX 7112KANSAS CITYMO64113PCBACH ARIA SOLOISTS WEBSITE DESIGN$3,500
BASE ACADEMY OF MUSIC
4027 CLARK AVEKANSAS CITYMO64111PCSUPPORT FOR INTERNAL CAPACITY BUILDING.$7,500
BAY HARBOR FOUNDATION
750 BAY HARBOR DRBAY HARBORMI49770PCGRANT FOR MATCH$5,000
BENILDE HALL
3220 E 23RD STREETKANSAS CITYMO64127PCSAFE HAVEN EXPANSION/RELOCATION$7,500
THE BLAKE SCHOOL
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$6,000
BOYS HOPE GIRLS HOPE OF KANSAS CITY
7700 WEDD STREET SUITE 15OVERLAND PARKKS66204PCBOARD DEVELOPMENT AND CAPACITY BUILDING$10,000
BROOKSTONE SCHOOL
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$250
CALVARY COMMUNITY OUTREACH NETWORK
2940 HOLMES STKANSAS CITYMO64109PCSTRATEGIC PLANNING$15,700
CAMPS FOR KIDS
8014 STATE LINE RD STE 103LEAWOODKS66208PCSCHOLARSHIPS TO ATTEND SUMMER CAMP$6,500
JACKSON COUNTY CASA
2544 HOLMESKANSAS CITYMO64108PCONGOING OPERATING SUPPORT$11,000
CASA OF JOHNSON & WYANDOTTE COUNTIES
6950 SQUIBB ROAD SUITE 300MISSIONKS66202PCONGOING PROGRAMS AND OPERATIONS$4,500
CENTRAL METHODIST UNIVERSITY
1146 E 77TH STREETKANSAS CITYMO64131PCGRANT FOR MATCH$1,000
CHARLOTTE STREET FOUNDATION
1000 W 25TKANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$6,000
CHILDREN'S MERCY HOSPITAL
2101 W 67TH STMISSION HILLSKS66208PCGRANT FOR MATCH$2,000
THE CHILDREN'S SPOT
4225 BALTIMORE AVENUEKANSAS CITYMO641112304PCEXPANSION OF WAITING AREA FOR CHILDREN AND FAMILIES RECEIVING SERVICES AT CHILDREN'S SPOT$10,000
CLAY COUNTY CLOTHES CLOSET
PO BOX 46625KANSAS CITYMO64188PCCLOTHING FOR CHILDREN IN CLAY CO, MO$2,500
COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND ROADINDEPENDENCEMO640503057PCCOMMUNITY EMPOWERMENT CENTER$30,000
CONNECTICUT CENTER FOR NONVIOLENCE
2775 SANDERS ROAD SUITE F8NORTHBROOKIL60062PCGRANT FOR MATCH$5,000
CORBETT PREP SCHOOL OF IDS
12015 ORANGE GROVE DRTAMPAFL33618PCGRANT FOR MATCH$500
CORNERSTONE SCHOOLS
1111 N WELLS ST 200CHICAGOIL60610PCGRANT FOR MATCH$2,500
THE COTERIE
2450 GRAND BLVD SUITE 144KANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$9,000
CROWN OF THE CONTINENT GUITAR FOUNDATION
PO BOX 2882BIGFORKMT59911PCGRANT FOR MATCH$150
DEBATE-KANSAS CITY
5100 ROCKHILL RD 202 HAAG HALLKANSAS CITYMO64110PCDEVELOPING CAPACITY TO MEET KC'S DEBATE NEEDS$15,000
DONNELLY COLLEGE
608 N 18TH STREETKANSAS CITYKS66102PCTUITION/FEES AND ACADEMIC COACHING EXPENSES FOR HENRY W. BLOCH SCHOLARS DURING 2017$61,890
DONNELLY COLLEGE
608 N 18TH STREETKANSAS CITYKS66102PCSUPPORT FOR EMERGENCY NEEDS AND EXPANDED ACTIVITIES FOR HENRY W. BLOCH SCHOLARS DURING 2017$300
DONNELLY COLLEGE
608 N 18TH STREETKANSAS CITYKS66102PCPROJECT EMPOWER$19,500
DOWNTOWN KANSAS CITY CIVIC VENTURES
911 MAIN SUITE 110KANSAS CITYMO64105PCRECONSTRUCTION OF ADA RAMP$10,000
DRUMM CENTER FOR CHILDREN INC
3210 S LEES SUMMIT ROADINDEPENDENCEMO64055PCDRUMM FARM COMPASS CRYSLER EXPANSION PROJECT$40,000
EARLY CHILDHOOD EDUCATION ACCESS FUND AT THE GREATER KANSAS CITY COMMUNITY
1055 BROADWAY SUITE 130KANSAS CITYMO64105PCEARLY EDUCATION FUNDERS COLLABORATIVE 2017$100,000
EMPORIA STATE UNIVERSITY FOUNDATION
1500 HIGHLAND STEMPORIAKS66801PCGRANT FOR MATCH$1,000
EOS THERAPEUTIC
288 DAHL RDBLOOMSBURGPA178159776PCONGOING PROGRAMS AND OPERATIONS$2,500
EQUAL JUSTICE AMERICA
4801 MAIN STREET SUITE 1000KANSAS CITYMO64112PCGRANT FOR MATCH$200
FAMILY HEALTH CARE
340 SW BOULEVARDKANSAS CITYKS66103PCTRANSITION PLANNING AND EQUIPMENT$40,000
FIRST CALL ALCOHOLDRUG PREVENTION & RECOVERY
9091 STATE LINE ROADKANSAS CITYMO64114PCFIRST CALL GARAGE RENOVATION$50,000
FOSTERADOPT CONNECT
18600 E 37TH TERRACE SINDEPENDENCEMO64057PCCOMMUNICATION AND COLLABORATION CAPACITY$17,100
FRIENDS OF CHAMBER MUSIC
4635 WYANDOTTE ST STE 201KANSAS CITYMO641121537PCGRANT FOR MATCH$3,000
FRIENDS OF CHAMBER MUSIC
4635 WYANDOTTE ST STE 201KANSAS CITYMO641121537PCONGOING PROGRAMS AND OPERATIONS$14,500
FRIENDS OF THE ZOO
1146 E 77TH STREETKANSAS CITYMO64131PCGRANT TO MATCH$100
GILDA'S CLUB KANSAS CITY
ONE HR BLOCK WAYKANSAS CITYMO64105PCLIVING WITH CANCER SUPPORT GROUP$5,000
GILDA'S CLUB KANSAS CITY
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT TO MATCH$9,200
GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC
ONE HR BLOCK WAYKANSAS CITYMO64105PCONGOING OPERATING SUPPORT$200
GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$600
GIVING THE BASICS INC
3150 MERCIER SUITE 270-D2KANSAS CITYMO64111PCPROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES.$2,500
GIVING THE BASICS INC
3150 MERCIER SUITE 270-D2KANSAS CITYMO64111PCDIP JARS$10,000
GLACIER SYMPHONY AND CHORALE
69 N MAIN STKALISPELLMT59901PCGRANT FOR MATCH$200
GOOD SHEPHERD CATHOLIC SCHOOL
12800 W 75TH STREETSHAWNEEKS66216PCGRANT FOR MATCH$1,000
GREAT PLAINS SPCA
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$200
GREATER KANSAS CITY HISPANIC DEVELOPMENT FUND
1055 BROADWAY BLVD SUITE 130KANSAS CITYMO64105PCSCHOLARSHIPS FOR AREA LATINO STUDENTS TO ATTEND POST-SECONDARY INSTITUTIONS.$10,000
GREEN SIMS WILLIAMS FOUNDATION
PO BOX 14266JACKSONVILLEFL32238PCHENRY W. BLOCH OUTSTANDING COMMUNITY SERVICE AWARD -- BLANCHE PATTERSON-DAY$4,000
GREEN WORKS IN KANSAS CITY
4334 MCGEE STREETKANSAS CITYMO64111PCGREEN WORKS ELECTIVES - DIGITAL LITERACY, FINANCIAL LITERACY AND ENTREPRENEURIAL$19,000
GROWING FUTURES EARLY EDUCATION CENTER
8155 SANTA FE DRIVEOVERLAND PARKKS66204PCGROWING FUTURES CAPACITY BUILDING PROJECT$7,500
GUADALUPE CENTER INC
1015 AVENIDA CESAR E CHAVEZKANSAS CITYMO641082235PCWORKFORCE DEVELOPMENT PROGRAM EXPANSION$50,000
HAPPYBOTTOMS
14820 WEST 107TH STREETLENEXAKS66215PCHAPPYBOTTOMS MOBILE OUTREACH AND ENROLLMENT PROJECT (HAPPYBOTTOMS DIAPERMOBILE)$25,000
HARVESTERS - THE COMMUNITY FOOD NETWORK
3801 TOPPING AVEKANSAS CITYMO641291744PCONGOING PROGRAMS AND OPERATIONS.$25,000
HEALING HOUSE INC
4420 ST JOHN AVENUEKANSAS CITYMO64123PCHEALING HOUSE ADDICTION RECOVERY CENTER$40,000
HEARTLAND CHAMBER MUSIC
1600 GENESSEE ST STE 824KANSAS CITYMO64102PCSTRING SPROUTS$5,000
HEARTS & HORSES INC
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$400
HENRY WOLLMAN BLOCH FOUNTAIN FUND AT THE GREATER KANSAS CITY COMMUNITY FOUN
1055 BROADWAY SUITE 130KANSAS CITYMO64105PCFUNDS TO SUPPORT MAJOR CAPITAL IMPROVEMENTS TO THE HENRY WOLLMAN BLOCH FOUNTAIN IN FUTURE YEARS.$150,000
HIGH ASPIRATIONS
6320 BROOKSIDE PLAZA SUITE 263KANSAS CITYMO641131709PCGRANT IN HONOR OF UMKC CHANCELLOR LEO MORTON. THE 2017 RECIPIENT OF THE ROBERT B. RODGER LEGACY AWARD.$5,000
HOPE CENTER INC
2800 E LINWOOD BLVDKANSAS CITYMO64128PCCAMPUS IMPROVEMENTS$5,000
ICNA RELIEF
PO BOX 3621OLATHEKS66063PCHENRY W. BLOCH OUTSTANDING COMMUNITY SERVICE AWARD -- MANSOOR SYED$5,000
IOWA STATE UNIVERSITY FOUNDATION
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$1,000
IVANHOE NEIGHBORHOOD COUNCIL
3700 WOODLAND AVEKANSAS CITYMO64109PCFINANCIAL MANAGEMENT SYSTEMS & TRANSITION PLANNING$20,000
JERUSALEM FARM
520 GARFIELD AVEKANSAS CITYMO64124PCCODE NEIGHBORHOOD ACCOUNTABILITY BOARDS$15,000
JEWISH VOCATIONAL SERVICE
4600 THE PASEOKANSAS CITYMO641100000PCTRANSITIONAL FUNDING FOR REFUGEE RESETTLEMENT$20,000
JOURNEY TO NEW LIFE INC
3120 TROOST AVEKANSAS CITYMO64109PCEMERGENCY ASSISTANCE$15,000
KANSAS CITY ACTORS THEATRE
PO BOX 414260KANSAS CITYMO64141PCFUNDS TO SUPPORT CONSULTANT COSTS FOR INTERNAL CAPACITY BUILDING.$3,000
KANSAS CITY ART INSTITUTE
4415 WARWICK BLVDKANSAS CITYMO64111PCGRANT FOR MATCH$650
KANSAS CITY ART INSTITUTE
4415 WARWICK BLVDKANSAS CITYMO64111PCFUNDS TO SUPPORT ONGOING OPERATION OF THE H&R BLOCK ARTSPACE.$18,000
KANSAS CITY ARTISTS COALITION
201 WYANDOTTEKANSAS CITYMO64105PCOFFICE COMPUTER AND SOFTWARE UPDATES$5,000
KANSAS CITY AUTISM TRAINING CENTER
10842 MCGEEKANSAS CITYMO64114PCKCATC HOPE CAMPAIGN$25,000
KANSAS CITY BALLET
500 WEST PERSHING ROADKANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$22,000
KANSAS CITY FRIENDS OF ALVIN AILEY
1714 EAST 18TH STREETKANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$12,500
KANSAS CITY GIRLS PREPARATORY ACADEMY
4550 MAIN ST 227KANSAS CITYMO64111PCFUNDS TO SUPPORT THE PLANNING PHASE OF THE KANSAS CITY GIRLS PREPARATORY ACADEMY$25,000
KANSAS CITY HOSPICE & PALLIATIVE CARE
1500 MEADOW LAKE PARKWAY SUITE STEKANSAS CITYMO641141600PCHOSPICE HOUSE CAPITAL REPLACEMENTS$34,710
KANSAS CITY METROPOLITAN CRIME COMMISSION
3100 BROADWAY SUITE 226KANSAS CITYMO64111PCCRIME COMMISSION TELECOMMUNICATIONS IMPROVEMENT PROJECT$26,000
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
KANSAS STATE UNIVERSITY FOUNDATION
8604 N RICHMOND AVEKANSAS CITYMO64157PCGRANT FOR MATCH$1,000
UNIVERSITY OF KANSAS ENDOWMENT ASSOC
UNIVERSITY OF KANSAS PO BOX 928LAWRENCEKS660440928PCGRANT FOR MATCH$3,600
KC HEALTHY KIDS
650 MINNESOTA AVENUEKANSAS CITYKS66101PCFARE FOOD SHOPPING IN KC: IMPROVING PUBLIC TRANSPORTATION INFRASTRUCTURE$35,000
KEMPER MUSEUM MILESTONE FUND AT THE GREATER KANSAS CITY COMMUNITY FOUNDATIO
4420 WARWICK BLVDKANSAS CITYMO64111PCONGOING PROGRAMS AND OPERATIONS$9,000
KITTYMOMS RESCUE ORGANIZATION INC
265 ASPEN LOOPKALISPELLMT59901PCGRANT FOR MATCH$100
THE LAUNCHCODE FOUNDATION
4811 DELEWARE BLVDST LOUISMO63108PCLAUNCHCODE KANSAS CITY$25,000
LAZARUS MINISTRIES
PO BOX 22450KANSAS CITYMO641130450PCINDUSTRIAL FREEZER AND COMMERCIAL ICE MAKER$3,000
LEAD TO READ
6022 N STRATHBURY AVEKANSAS CITYMO64151PCPROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES.$2,500
LEAN LAB
1714 JEFFERSON STKANSAS CITYMO64108PC2017 INCUBATOR FELLOWSHIP CURRICULUM DESIGN$25,000
LEUKEMIA AND LYMPHOMA SOCIETY - MID AMERICA CHAPTER
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$2,000
LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL
2 MEMORIAL DRKANSAS CITYMO64108PCPORTRAIT WALL LIGHTING UPGRADE$50,000
LINCOLN MEMORIAL UNIVERSITY
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$300
LIONS CLUB INTERNATIONAL FOUNDATION
300 WEST 22ND STREETOAK BROOKIL605238842PCHENRY W. BLOCH OUTSTANDING COMMUNITY SERVICE AWARD -- BLANCHE PATTERSON-DAY$1,000
LITERACY KANSAS CITY
211 W ARMOUR BLVD FL 3RDKANSAS CITYMO64111PCPROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES.$2,500
THE LITERACY LAB
4049 PENNSYLVANIA AVE 301KANSAS CITYMO64111PCORGANIZATIONAL CAPACITY BUILDING$25,000
LOCAL INITIATIVES SUPPORT CORPORATION - LISC
600 BROADWAY SUITE 280KANSAS CITYMO64105PCGREATER KANSAS CITY LISC OPERATING BUDGET$100,000
LYRIC OPERA OF KANSAS CITY INC
1725 HOLMES STREETKANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$19,000
MAIN STREET CORRIDOR DEVELOPMENT CORPORATION
3215 MAIN ST STE 200KANSAS CITYMO64111PCNEIGHBORHOOD REVITALIZATION COMMUNICATIONS & MARKETING PROPOSAL$20,000
MARLBOROUGH COMMUNITY COALITION
1146 E 77TH STREETKANSAS CITYMO64131PCGRANT FOR MATCH$300
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$50
MENTAL HEALTH ASSOCIATION OF THE HEARTLAND
739 MINNESOTA AVENUEKANSAS CITYKS66101PCSOFTWARE INTEGRATION INTO AGENCY PROGRAMMING$15,000
METROPOLITAN COMMUNITY COLLEGE FOUNDATION
3200 BROADWAYKANSAS CITYMO64111PCTUITION/FEES AND ACADEMIC COACHING EXPENSES FOR HENRY W. BLOCH SCHOLARS DURING 2017$50,669
METROPOLITAN COMMUNITY COLLEGE FOUNDATION
3200 BROADWAYKANSAS CITYMO64111PCSUPPORT FOR EMERGENCY NEEDS AND EXPANDED ACTIVITIES FOR HENRY W. BLOCH SCHOLARS DURING 2017$941
METROPOLITAN LUTHERAN MINISTRY
3031 HOLMES STREETKANSAS CITYMO64109PCACCOUNTING CAPACITY BUILDING PLAN$29,700
MID AMERICA ASSISTANCE COALITION
1 WEST ARMOUR BLVD SUITE 301KANSAS CITYMO64111PCONGOING OPERATING SUPPORT$25,000
MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION
600 BROADWAYKANSAS CITYMO64105PCHMIS LEAD AGENCY AND SYSTEM SUPPORT$35,000
MILES OF SMILES
5416 NE ANTIOCH ROADKANSAS CITYMO64119PCGRANT FOR MATCH$100
MILES OF SMILES
5416 NE ANTIOCH ROADKANSAS CITYMO64119PCINSTALLATION OF FIXED NITROUS SYSTEM IN NEW LARGER OFFICE$18,600
MISSOURI COLLEGES FUND INC
3401 W TRUMAN BLVD STE 202JEFFERSON CITYMO651096892PCSCHOLARSHIPS FOR TEACHERS$2,500
MOCSA
3100 BROADWAY SUITE 400KANSAS CITYMO64111PCONGOING OPERATING SUPPORT$11,000
THE NATURE CONSERVANCY KANSAS CHAPTER
2420 NW BUTTON ROADTOPEKAKS66618PCTO SUPPORT THE CONSERVATION OF LANDS AND WATERS$5,000
NEIGHBORHOODS RISING FUND
ROBERT J MOHART MULTIPURPOSE CENTER3200 WAYNEKANSAS CITYMO64109PCGRANT FOR MATCH$10,000
THE NELSON GALLERY FOUNDATION
4525 OAK STKANSAS CITYMO64111PCGRANT FOR MATCH$18,700
NEW REFORM TEMPLE
6400 WENNOGA TERRACEMISSION HILLSKS66208PCGRANT FOR MATCH$15,000
NEWHOUSE
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$100
NEWHOUSE
ONE HR BLOCK WAYKANSAS CITYMO64105PCPROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES.$2,500
NORTHEAST COMMUNITY CENTER
544 WABASH AVENUEKANSAS CITYMO64124PCHARMONY PROJECT KC$10,000
NORTHLAND NEIGHBORHOODS
4420 NE CHOUTEAU TRAFFICWAYKANSAS CITYMO64117PCDATABASE CONVERSION$7,500
NORTHWESTERN COLLEGE
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$150
NORTHWESTERN UNIVERSITY
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$100
THE OHIO STATE UNIVERSITY FOUNDATION
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$120
PEACE LUTHERAN CHURCH
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$200
PHOENIX FAMILY
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$100
PITTSBURG STATE UNIVERSITY
401 E FORD STPITTSBURGKS66762PCGRANT FOR MATCH$100
KCPT- PUBLIC TELEVISION 19
125 EAST 31ST STREETKANSAS CITYMO64108PCGRANT FOR MATCH$1,000
RAVENWOOD NATURAL SCIENCE CENTER
PO BOX 1314WHITEFISHMT59937PCGRANT FOR MATCH$1,500
READING POWER INC
736 N WESTERN AVENUE SUITE 226LAKE FORESTIL60045PCGRANT FOR MATCH$100
REDEMPTORIST SOCIAL SERVICES CENTER
207 WEST LINWOODKANSAS CITYMO64111PCEMERGENCY ASSISTANCE COORDINATION$25,000
REDISCOVER
1555 NE RICE ROADLEES SUMMITMO64086PCPARENT-CHILD INTERACTION THERAPY (PCIT)$20,000
RESTART INC
918 E 9TH STREETKANSAS CITYMO64106PCYOUTH EMERGENCY SHELTER$40,000
RIGHTFULLY SEWN
C/O FRACTURED ATLAST 248 W 35THSTREET 10TH FLOORNEW YORKNY100012505PCSUSTAINABILITY AND CAPACITY BUILDING$15,000
RIGHTFULLY SEWN
1800 WYANDOTTE ST SUITE 204KANSAS CITYMO64108PCGRANT FOR MATCH$120
THE ROCK
PO BOX 207KINGSLEYMI49649PCONGOING PROGRAMS AND SUPPORT$5,000
ROSE BROOKS CENTER
PO BOX 320599KANSAS CITYMO641320599PCROSE BROOKS CENTER INTERIOR/EXTERIOR ACCEESSIBILITY PROJECT$55,600
SAINT LUKE'S HOME HEALTH AND HEALTH SYSTEM HOSPICE
4225 BALTIMORE AVENUEKANSAS CITYMO641112304PCCREATION OF A VIDEO FOR FAMILIES UTILIZING BEREAVEMENT SERVICES$25,000
SHEFFIELD PLACE
6604 EAST 12TH STREETKANSAS CITYMO64126PCONGOING PROGRAMS AND OPERATIONS$6,500
SLEEPYHEAD BEDS
4741 CENTRAL ST STE 244KANSAS CITYMO64112PCSLEEPYHEAD BEDS BED COLLECTION & DISTRIBUTION PROGRAM$25,000
SPECIAL OLYMPICS
PO BOX 342WEST MILTONPA17886PCONGOING PROGRAMS AND OPERATIONS$2,500
THE SPHINX ORGANIZATION
400 RENAISSANCE CENTER SUITE 2550DETROITMI48243PCGRANT FOR MATCH$2,300
ST JOSEPH SCHOOL
5321 PAYNESHAWNEEKS66226PCGRANT FOR MATCH$1,000
ST THOMAS AQUINAS HIGH SCHOOL
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$1,000
STEPS OF FAITH
PO BOX 15064LENEXAKS66285PCMOVING AMPUTEES FORWARD, HELP GROWING STEPS!$3,000
SUMMERFEST CONCERTS INC
PO BOX 22697KANSAS CITYMO64113PCONGOING PROGRAMS AND OPERATIONS.$3,500
TRADITIONAL MUSIC SOCIETY
PO BOX 10022KANSAS CITYMO64171PCTMS AFRICAN MUSIC & DANCE YOUTH ENSEMBLE$3,000
US NAVY MEMORIAL FOUNDATION
4801 MAIN STREET SUITE 1000KANSAS CITYMO64112PCGRANT FOR MATCH$400
UMKC FOUNDATION
5100 ROCKHILL RD AC 229 ROOM 202KANSAS CITYMO641102499PCSUPPORT FOR EMERGENCY NEEDS AND EXPANDED ACTIVITIES FOR HENRY W. BLOCH SCHOLARS DURING 2017$6,589
UMKC FOUNDATION
5100 ROCKHILL RD AC 229 ROOM 202KANSAS CITYMO641102499PCTUITION/FEES AND ACADEMIC COACHING EXPENSES FOR HENRY W. BLOCH SCHOLARS DURING 2017$208,184
UMKC FOUNDATION
5100 ROCKHILL RD AC 229 ROOM 202KANSAS CITYMO641102499PCHENRY W. BLOCH BIRTHDAY FUND$1,000
UMKC FOUNDATION
5100 ROCKHILL RD AC 229 ROOM 202KANSAS CITYMO641102499PCGRANT FOR MATCH$6,500
UNICORN THEATRE
3828 MAIN STREETKANSAS CITYMO641111915PCFUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS.$9,000
UNION STATION KANSAS CITY INC
30 WEST PERSHING ROAD SUITE 400KANSAS CITYMO64108PCCITY STAGE THEATRE RENOVATION PROJECT$113,000
UNITED FUND OF TALBOT COUNTY
121 N WASHINGTON STEASTONMD21601PCGRANT FOR MATCH$2,500
UNITED SERVICE ORGANIZATIONS
4801 MAIN STREET SUITE 1000KANSAS CITYMO64112PCGRANT FOR MATCH$200
UNITED WAY OF GREATER KANSAS CITY
2101 W 67TH STMISSION HILLSKS66208PCGRANT FOR MATCH$10,000
UNITED WAY OF GREATER KANSAS CITY
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112PCONGOING OPERATION OF 2-1-1$15,000
UNITED WAY OF GREATER KANSAS CITY
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112PCCOLLABORATIVE GRANTMAKING FOR ORG'S SERVING INDIVIDUALS LIVING/AFFECTED BY HIV/AIDS$10,000
UNITED WAY OF GREATER KANSAS CITY
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112PCMY VERY OWN LIBRARY - KC$15,000
UNIVERSITY OF CENTRAL MISSOURI FOUNDATION
ONE HR BLOCK WAY 8TH FLOORKANSAS CITYMO64105PCGRANT FOR MATCH$125
UNIVERSITY OF MISSOURI-COLUMBIA
9210 N VIRGINIA AVEKANSAS CITYMO64155PCGRANT FOR MATCH$3,000
UNIVERSITY OF NEBRASKA FOUNDATION
2101 W 67TH STMISSION HILLSKS66208PCGRANT FOR MATCH$200
UNIVERSITY OF TENNESSEE FOUNDATION
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$100
UNIVERSITY OF VIRGINIA - LAW SCHOOL FOUNDATION
580 MASSIE ROADCHARLOTTESVILLEVA22901PCGRANT FOR MATCH$250
UNIVERSITY OF WISCONSIN EAU CLAIRE FOUNDATION
FOOT LOCKER INC 112 W 34 STNEW YORKNY10120PCGRANT FOR MATCH$5,000
URBAN RANGER CORPS
5908 SWOPE PKWYKANSAS CITYMO64130PCURBAN RANGER PROGRAM$30,000
VASSAR COLLEGE
2775 SANDERS ROAD SUITE F8NORTHBROOKIL60062PCGRANT FOR MATCH$5,000
VIBRANT HEALTH-WYANDOTTE NEIGHBORHOOD CLINICS
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$100
VILLANOVA UNIVERSITY
ONE HR BLOCK WAYKANSAS CITYMO64105PCGRANT FOR MATCH$250
WELCOME HOUSE INC
1414 E 27TH STKANSAS CITYMO64108PCCORE RECOVERY PROGRAM ENHANCEMENTS$25,000
WESTSIDE HOUSING ORGANIZATION
919 W 24TH STKANSAS CITYMO64108PCTHE URBAN CORE QUIET TITLE PROJECT$15,000
WHITEFISH COMMUNITY FOUNDATION
214 SECOND ST WWHITEFISHMT59937PCGRANT FOR MATCH$200
WHITEFISH LAKE INSTITUTE
550 EAST 1ST ST 103WHITEFISHMT59937PCGRANT FOR MATCH$200
WHITEFISH LEGACY PARTNERS
PO BOX 1895WHITEFISHMT59937PCGRANT FOR MATCH$120
WHITEFISH THEATRE COMPANY
ONE CENTRAL AVEWHITEFISHMT59937PCGRANT FOR MATCH$200
WILDWOOD OUTDOOR EDUCATION CENTER
1403 SOUTHWEST BLVDKANSAS CITYKS66103PCKIDS GROW BETTER OUTSIDE CAPITAL CAMPAIGN$25,000
WILLIAM JEWELL COLLEGE
500 COLLEGE HILIBERTYMO64068PCONGOING PROGRAMS AND OPERATIONS$9,500
WOMEN'S EMPLOYMENT NETWORK
920 MAIN STE 100KANSAS CITYMO64105PCSUSTAINABLE SUCCESS: HOLISTIC APPROACH TO LONG-TERM EMPLOYMENT AND FINANCIAL INDEPENDENCE$30,000
THE WOMEN'S FOUNDATION OF GREATER KANSAS CITY
2100 CENTRAL STREET SUITE 11EKANSAS CITYMO641082195PCEVALUATION OF LOGIC MODEL AND IMPLEMENTATION OF FINDINGS$20,000
YOUTH SYMPHONY OF KANSAS CITY
209 W 18TH STREETKANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,703,918TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHLAND EARLY EDUCATION CENTERBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18630 N OAK TRAFFICWAYAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64155ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposePLEDGED GRANTGrantOrContributionPurposeTxt
Amt$25,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$25,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,063ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,265,639ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,753ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$689,371ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescUNREALIZED GAIN (LOSS) ON INVESTMENTSDesc
Exclusion14ExclusionCd
Exclusion$7,534,310ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$9,517,136ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,517,136TotalIncomeProducingActyAmt

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$230,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND AUDIT FEESCategoryTxt
Amt$63,113Amt
Net Investment Income$35,149NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,754DisbursementsCharitablePrpsAmt

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 (23 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DIMENSIONAL EMERGING MARKETS FUNDFMV$2,521,161$2,521,161
FIR TREE INTERNATIONAL VALUE FUNDFMV$1,486,778$1,486,778
OCTAVIAN OFFSHORE FUNDFMV$59$59
VANGUARD DIVIDEND APPRECIATION FUNDFMV$2,156,691$2,156,691
WELLINGTON CTF DIHFMV$2,059,186$2,059,186
WINGATE PARTNERSFMV$402,271$402,271
CID CAPITALFMV$832,904$832,904
VANGUARD EMERGING MARKETSFMV$2,529,418$2,529,418
COMMER TORTOISEFMV$1,271,431$1,271,431
LAZARD GLOBALFMV$1,796,874$1,796,874
SEMPER VICFMV$3,208,750$3,208,750
RIVERVEST VENTURE FUNDFMV$992,645$992,645
WELLINGTON CTF DURABLEFMV$1,811,493$1,811,493
OAKWOOD REAL ESTATE PARTNERS IIFMV$944,141$944,141
ARTISAN GLOBAL VALUE FUNDFMV$3,096,643$3,096,643
VANGUARD DEVELOPED MARKETSFMV$9,813,972$9,813,972
VANGUARD RUSSELL 3000FMV$10,582,197$10,582,197
VANGUARD INTERMEDIATE US GOVT BOND FUNDFMV$6,751,073$6,751,073
DOVER STREET IX CAYMAN FUNDFMV$427,872$427,872
PARAMETRIC GLOBAL DEFENSIVEFMV$2,080,138$2,080,138
AVIVA INVESTORSFMV$1,513,304$1,513,304
LOOMISFMV$1,777,368$1,777,368
HBK MULTI STRATEGYFMV$1,702,686$1,702,686

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,743LegalFeesAmt
Net Investment Income$237NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,506DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM MARION AND HENRY BLOCH FAMILY FOUNDATIONDesc
BOY Book Value$27,046BOYBookValueAmt
EOY Book Value$125,880EOYBookValueAmt
EOYFMV$125,880EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INFORMATION TECHNOLOGY$10,687$0$10,687
SPECIAL EVENT EXPENSE$1,923$96$1,827
VOLUNTEER PROGRAM COSTS$7,758$0$7,758
INSURANCE-GENERAL$4,822$0$0
MISCELLANEOUS$3,573$179$3,394

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME (LOSS) FROM SCHEDULES K-1$15,753
OTHER INVESTMENT INCOME$17,753$17,753$17,753
UNREALIZED GAIN (LOSS) ON INVESTMENTS$7,534,310$7,534,310

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO HRB MANAGEMENT, INC.Desc
BOY Book Value$49,158BOYBookValueAmt
EOY Book Value$65,667EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISOR AND SERVICE FEES$387,514$264,318$0
MANAGEMENT FEES$309,322$24,746$284,576
CONSULTING FEES$12,570$629$11,942

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$51,280Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt