2018-10-15T15:47:18-05:00 2017-12-31 420714325 RSM US LLP 201 FIRST ST SE SUITE 800 CEDAR RAPIDS IA 52401 990PF 2017-01-01 237378232 H & R BLOCK FOUNDATION H&RB 8168544361 1 H AND R BLOCK WAY KANSAS CITY MO 641051905 DAVID P MILES PRESIDENT 8168544361 2018-10-10 1 SHAWNA HULS P01315330 3192985333 69.174.87.132 2018-10-10 13:40:58 CD P B13405A3E646ECF240092223E5C62FB333DDA40F 011BD63129C2C3C3262605A65B6A2C7C42934B20 2017 2018-06-14 16:35:46Z X 63648132 X 230000 10063 10063 1265639 1050385 689371 12988124 827943 7552063 33506 9747136 1921897 0 0 0 4743 237 4506 63113 35149 7754 709406 289693 296518 51280 0 0 13416 671 12745 13069 1307 11762 28763 275 23666 883790 327332 356951 2703918 2703918 3587708 327332 3060869 6159428 1594565 3367061 3763197 3763197 54078088 59759055 59759055 27046 125880 125880 57472195 63648132 63648132 49158 65667 49158 65667 X 35584560 35584560 0 0 21838477 27997905 57423037 63582465 57472195 63648132 57423037 6159428 0 63582465 0 63582465 TORTOISE 230888 244348 -13460 -13460 PASSTHROUGH FROM SCH K-1 TORTOISE 3790 3790 3790 WELLINGTON DIVERSIFIED 250000 311221 -61221 -61221 PASSTHROUGH FROM SCH K-1 WELLINGTON DIVERSIFIED 155618 155618 155618 WELLINGTON DURABLES 11896 9874 2022 2022 PASSTHROUGH FROM SCH K-1 WELLINGTON DURABLES 8683 8683 8683 CHARLES SCHWAB 2190073 2337775 -147702 -147702 VANGUARD INTERIM 399975 402415 -2440 -2440 VANGUARD EMRG MKTS 399975 391537 8438 8438 VANGUARD RUSSELL 3449337 3093625 355712 355712 VANGUARD DEVELOPED MKTS 649975 542459 107516 107516 SEMPER VIC 7758 7758 7758 OCTAVIAN 14524 28114 -13590 -13590 COLCHESTER 1427174 1427174 0 0 PASSTHROUGH FROM SCH K-1 COLCHESTER 4271 -4271 -4271 OAKWOOD II 8677 8677 8677 PASSTHROUGH FROM SCH K-1 OAKWOOD II 20204 20204 20204 WINGATE 0 0 PASSTHROUGH FROM SCH K-1 WINGATE 19688 -19688 -19688 DIMENSIONAL 634663 531031 103632 103632 DOVER STREET 36680 36680 36680 NHIT: CREDIT ASSET TRUST 2 2 2 PASSTHROUGH FROM SCH K-1 NHIT: CREDIT ASSET TRUST 3712 -3712 -3712 GRUSS GLOBAL 1734449 1504908 229541 229541 HANCOCK 1337725 1300000 37725 37725 PARAMETRIC 8029 8029 8029 PASSTHROUGH FROM SCH K-1 PARAMETRIC 8029 8029 0 0 827943 0 3007815 58731668 0.051213 3074705 59711766 0.051492 3506488 63603473 0.055130 3193717 61150004 0.052228 1930600 57048831 0.033841 0.243904 0.048781 60257059 2939400 15946 2955346 3060869 X 15946 0 15946 0 15946 141309 0 0 141309 0 125363 125363 0 0 0 0 0 0 0 0 0 0 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 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 15 1 H R BLOCK WAY KANSAS CITY MO 64105 PRESIDENT 10.00 56524 5783 0 CAREY WILKERSON LOONEY - SEE STMT 1 1 H R BLOCK WAY KANSAS CITY MO 64105 SECRETARY 30.00 64737 11589 0 NONE 0 HRB MANAGEMENT INC 1 H R BLOCK WAY KANSAS CITY MO 64105 MANAGEMENT 299278 CAMBRIDGE ASSOCIATES LLC 100 SUMMER STREET BOSTON MA 02110 INVESTMENT ADVISOR 137176 0 0 57358681 3815998 0 61174679 0 0 61174679 917620 60257059 3012853 3012853 15946 15946 2996907 0 2996907 0 2996907 3060869 0 3060869 15946 3044923 2996907 0 0 199167 397772 242131 80484 919554 3060869 0 0 0 2996907 63962 0 0 983516 0 0 0 0 0 0 0 983516 199167 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. AFTER THE HARVEST SOCIETY OF ST ANDREW-WEST 3801 TOPPING AVE KANSAS CITY MO 64129 PC PRODUCE PROCUREMENT EXPANSION 30000 ALPINE THEATRE PROJECT PO BOX 1959 WHITEFISH MT 59937 PC GRANT FOR MATCH 1000 AMERICAN CANCER SOCIETY OF KANSAS CITY ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 400 AMERICAN HEART ASSOCIATION INC 208 S LASALLE ST STE 1500 CHICAGO IL 60604 PC GRANT FOR MATCH 500 AMERICAN PUBLIC SQUARE INC 4747 TROOST AVENUE SUITE 211 KANSAS CITY MO 641101727 PC OPERATING SUPPORT 25000 BISHOP WARD HIGH SCHOOL 708 NORTH 18TH STREET KANSAS CITY KS 66102 PC FRONT AND CENTER, A FRONT ENTRANCE FACE LIFT 25000 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. 35000 ASCENSION CATHOLIC SCHOOL ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 1000 BACH ARIA SOLOISTS PO BOX 7112 KANSAS CITY MO 64113 PC BACH ARIA SOLOISTS WEBSITE DESIGN 3500 BASE ACADEMY OF MUSIC 4027 CLARK AVE KANSAS CITY MO 64111 PC SUPPORT FOR INTERNAL CAPACITY BUILDING. 7500 BAY HARBOR FOUNDATION 750 BAY HARBOR DR BAY HARBOR MI 49770 PC GRANT FOR MATCH 5000 BENILDE HALL 3220 E 23RD STREET KANSAS CITY MO 64127 PC SAFE HAVEN EXPANSION/RELOCATION 7500 THE BLAKE SCHOOL ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 6000 BOYS HOPE GIRLS HOPE OF KANSAS CITY 7700 WEDD STREET SUITE 15 OVERLAND PARK KS 66204 PC BOARD DEVELOPMENT AND CAPACITY BUILDING 10000 BROOKSTONE SCHOOL ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 250 CALVARY COMMUNITY OUTREACH NETWORK 2940 HOLMES ST KANSAS CITY MO 64109 PC STRATEGIC PLANNING 15700 CAMPS FOR KIDS 8014 STATE LINE RD STE 103 LEAWOOD KS 66208 PC SCHOLARSHIPS TO ATTEND SUMMER CAMP 6500 JACKSON COUNTY CASA 2544 HOLMES KANSAS CITY MO 64108 PC ONGOING OPERATING SUPPORT 11000 CASA OF JOHNSON & WYANDOTTE COUNTIES 6950 SQUIBB ROAD SUITE 300 MISSION KS 66202 PC ONGOING PROGRAMS AND OPERATIONS 4500 CENTRAL METHODIST UNIVERSITY 1146 E 77TH STREET KANSAS CITY MO 64131 PC GRANT FOR MATCH 1000 CHARLOTTE STREET FOUNDATION 1000 W 25T KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 6000 CHILDREN'S MERCY HOSPITAL 2101 W 67TH ST MISSION HILLS KS 66208 PC GRANT FOR MATCH 2000 THE CHILDREN'S SPOT 4225 BALTIMORE AVENUE KANSAS CITY MO 641112304 PC EXPANSION OF WAITING AREA FOR CHILDREN AND FAMILIES RECEIVING SERVICES AT CHILDREN'S SPOT 10000 CLAY COUNTY CLOTHES CLOSET PO BOX 46625 KANSAS CITY MO 64188 PC CLOTHING FOR CHILDREN IN CLAY CO, MO 2500 COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND ROAD INDEPENDENCE MO 640503057 PC COMMUNITY EMPOWERMENT CENTER 30000 CONNECTICUT CENTER FOR NONVIOLENCE 2775 SANDERS ROAD SUITE F8 NORTHBROOK IL 60062 PC GRANT FOR MATCH 5000 CORBETT PREP SCHOOL OF IDS 12015 ORANGE GROVE DR TAMPA FL 33618 PC GRANT FOR MATCH 500 CORNERSTONE SCHOOLS 1111 N WELLS ST 200 CHICAGO IL 60610 PC GRANT FOR MATCH 2500 THE COTERIE 2450 GRAND BLVD SUITE 144 KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 9000 CROWN OF THE CONTINENT GUITAR FOUNDATION PO BOX 2882 BIGFORK MT 59911 PC GRANT FOR MATCH 150 DEBATE-KANSAS CITY 5100 ROCKHILL RD 202 HAAG HALL KANSAS CITY MO 64110 PC DEVELOPING CAPACITY TO MEET KC'S DEBATE NEEDS 15000 DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 PC TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR HENRY W. BLOCH SCHOLARS DURING 2017 61890 DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 PC SUPPORT FOR EMERGENCY NEEDS AND EXPANDED ACTIVITIES FOR HENRY W. BLOCH SCHOLARS DURING 2017 300 DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 PC PROJECT EMPOWER 19500 DOWNTOWN KANSAS CITY CIVIC VENTURES 911 MAIN SUITE 110 KANSAS CITY MO 64105 PC RECONSTRUCTION OF ADA RAMP 10000 DRUMM CENTER FOR CHILDREN INC 3210 S LEES SUMMIT ROAD INDEPENDENCE MO 64055 PC DRUMM FARM COMPASS CRYSLER EXPANSION PROJECT 40000 EARLY CHILDHOOD EDUCATION ACCESS FUND AT THE GREATER KANSAS CITY COMMUNITY 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 PC EARLY EDUCATION FUNDERS COLLABORATIVE 2017 100000 EMPORIA STATE UNIVERSITY FOUNDATION 1500 HIGHLAND ST EMPORIA KS 66801 PC GRANT FOR MATCH 1000 EOS THERAPEUTIC 288 DAHL RD BLOOMSBURG PA 178159776 PC ONGOING PROGRAMS AND OPERATIONS 2500 EQUAL JUSTICE AMERICA 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64112 PC GRANT FOR MATCH 200 FAMILY HEALTH CARE 340 SW BOULEVARD KANSAS CITY KS 66103 PC TRANSITION PLANNING AND EQUIPMENT 40000 FIRST CALL ALCOHOLDRUG PREVENTION & RECOVERY 9091 STATE LINE ROAD KANSAS CITY MO 64114 PC FIRST CALL GARAGE RENOVATION 50000 FOSTERADOPT CONNECT 18600 E 37TH TERRACE S INDEPENDENCE MO 64057 PC COMMUNICATION AND COLLABORATION CAPACITY 17100 FRIENDS OF CHAMBER MUSIC 4635 WYANDOTTE ST STE 201 KANSAS CITY MO 641121537 PC GRANT FOR MATCH 3000 FRIENDS OF CHAMBER MUSIC 4635 WYANDOTTE ST STE 201 KANSAS CITY MO 641121537 PC ONGOING PROGRAMS AND OPERATIONS 14500 FRIENDS OF THE ZOO 1146 E 77TH STREET KANSAS CITY MO 64131 PC GRANT TO MATCH 100 GILDA'S CLUB KANSAS CITY ONE HR BLOCK WAY KANSAS CITY MO 64105 PC LIVING WITH CANCER SUPPORT GROUP 5000 GILDA'S CLUB KANSAS CITY ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT TO MATCH 9200 GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC ONE HR BLOCK WAY KANSAS CITY MO 64105 PC ONGOING OPERATING SUPPORT 200 GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 600 GIVING THE BASICS INC 3150 MERCIER SUITE 270-D2 KANSAS CITY MO 64111 PC PROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES. 2500 GIVING THE BASICS INC 3150 MERCIER SUITE 270-D2 KANSAS CITY MO 64111 PC DIP JARS 10000 GLACIER SYMPHONY AND CHORALE 69 N MAIN ST KALISPELL MT 59901 PC GRANT FOR MATCH 200 GOOD SHEPHERD CATHOLIC SCHOOL 12800 W 75TH STREET SHAWNEE KS 66216 PC GRANT FOR MATCH 1000 GREAT PLAINS SPCA ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 200 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 GREEN SIMS WILLIAMS FOUNDATION PO BOX 14266 JACKSONVILLE FL 32238 PC HENRY W. BLOCH OUTSTANDING COMMUNITY SERVICE AWARD -- BLANCHE PATTERSON-DAY 4000 GREEN WORKS IN KANSAS CITY 4334 MCGEE STREET KANSAS CITY MO 64111 PC GREEN WORKS ELECTIVES - DIGITAL LITERACY, FINANCIAL LITERACY AND ENTREPRENEURIAL 19000 GROWING FUTURES EARLY EDUCATION CENTER 8155 SANTA FE DRIVE OVERLAND PARK KS 66204 PC GROWING FUTURES CAPACITY BUILDING PROJECT 7500 GUADALUPE CENTER INC 1015 AVENIDA CESAR E CHAVEZ KANSAS CITY MO 641082235 PC WORKFORCE DEVELOPMENT PROGRAM EXPANSION 50000 HAPPYBOTTOMS 14820 WEST 107TH STREET LENEXA KS 66215 PC HAPPYBOTTOMS MOBILE OUTREACH AND ENROLLMENT PROJECT (HAPPYBOTTOMS DIAPERMOBILE) 25000 HARVESTERS - THE COMMUNITY FOOD NETWORK 3801 TOPPING AVE KANSAS CITY MO 641291744 PC ONGOING PROGRAMS AND OPERATIONS. 25000 HEALING HOUSE INC 4420 ST JOHN AVENUE KANSAS CITY MO 64123 PC HEALING HOUSE ADDICTION RECOVERY CENTER 40000 HEARTLAND CHAMBER MUSIC 1600 GENESSEE ST STE 824 KANSAS CITY MO 64102 PC STRING SPROUTS 5000 HEARTS & HORSES INC ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 400 HENRY WOLLMAN BLOCH FOUNTAIN FUND AT THE GREATER KANSAS CITY COMMUNITY FOUN 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 PC FUNDS TO SUPPORT MAJOR CAPITAL IMPROVEMENTS TO THE HENRY WOLLMAN BLOCH FOUNTAIN IN FUTURE YEARS. 150000 HIGH ASPIRATIONS 6320 BROOKSIDE PLAZA SUITE 263 KANSAS CITY MO 641131709 PC GRANT IN HONOR OF UMKC CHANCELLOR LEO MORTON. THE 2017 RECIPIENT OF THE ROBERT B. RODGER LEGACY AWARD. 5000 HOPE CENTER INC 2800 E LINWOOD BLVD KANSAS CITY MO 64128 PC CAMPUS IMPROVEMENTS 5000 ICNA RELIEF PO BOX 3621 OLATHE KS 66063 PC HENRY W. BLOCH OUTSTANDING COMMUNITY SERVICE AWARD -- MANSOOR SYED 5000 IOWA STATE UNIVERSITY FOUNDATION ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 1000 IVANHOE NEIGHBORHOOD COUNCIL 3700 WOODLAND AVE KANSAS CITY MO 64109 PC FINANCIAL MANAGEMENT SYSTEMS & TRANSITION PLANNING 20000 JERUSALEM FARM 520 GARFIELD AVE KANSAS CITY MO 64124 PC CODE NEIGHBORHOOD ACCOUNTABILITY BOARDS 15000 JEWISH VOCATIONAL SERVICE 4600 THE PASEO KANSAS CITY MO 641100000 PC TRANSITIONAL FUNDING FOR REFUGEE RESETTLEMENT 20000 JOURNEY TO NEW LIFE INC 3120 TROOST AVE KANSAS CITY MO 64109 PC EMERGENCY ASSISTANCE 15000 KANSAS CITY ACTORS THEATRE PO BOX 414260 KANSAS CITY MO 64141 PC FUNDS TO SUPPORT CONSULTANT COSTS FOR INTERNAL CAPACITY BUILDING. 3000 KANSAS CITY ART INSTITUTE 4415 WARWICK BLVD KANSAS CITY MO 64111 PC GRANT FOR MATCH 650 KANSAS CITY ART INSTITUTE 4415 WARWICK BLVD KANSAS CITY MO 64111 PC FUNDS TO SUPPORT ONGOING OPERATION OF THE H&R BLOCK ARTSPACE. 18000 KANSAS CITY ARTISTS COALITION 201 WYANDOTTE KANSAS CITY MO 64105 PC OFFICE COMPUTER AND SOFTWARE UPDATES 5000 KANSAS CITY AUTISM TRAINING CENTER 10842 MCGEE KANSAS CITY MO 64114 PC KCATC HOPE CAMPAIGN 25000 KANSAS CITY BALLET 500 WEST PERSHING ROAD KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 22000 KANSAS CITY FRIENDS OF ALVIN AILEY 1714 EAST 18TH STREET KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 12500 KANSAS CITY GIRLS PREPARATORY ACADEMY 4550 MAIN ST 227 KANSAS CITY MO 64111 PC FUNDS TO SUPPORT THE PLANNING PHASE OF THE KANSAS CITY GIRLS PREPARATORY ACADEMY 25000 KANSAS CITY HOSPICE & PALLIATIVE CARE 1500 MEADOW LAKE PARKWAY SUITE STE KANSAS CITY MO 641141600 PC HOSPICE HOUSE CAPITAL REPLACEMENTS 34710 KANSAS CITY METROPOLITAN CRIME COMMISSION 3100 BROADWAY SUITE 226 KANSAS CITY MO 64111 PC CRIME COMMISSION TELECOMMUNICATIONS IMPROVEMENT PROJECT 26000 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 KANSAS STATE UNIVERSITY FOUNDATION 8604 N RICHMOND AVE KANSAS CITY MO 64157 PC GRANT FOR MATCH 1000 UNIVERSITY OF KANSAS ENDOWMENT ASSOC UNIVERSITY OF KANSAS PO BOX 928 LAWRENCE KS 660440928 PC GRANT FOR MATCH 3600 KC HEALTHY KIDS 650 MINNESOTA AVENUE KANSAS CITY KS 66101 PC FARE FOOD SHOPPING IN KC: IMPROVING PUBLIC TRANSPORTATION INFRASTRUCTURE 35000 KEMPER MUSEUM MILESTONE FUND AT THE GREATER KANSAS CITY COMMUNITY FOUNDATIO 4420 WARWICK BLVD KANSAS CITY MO 64111 PC ONGOING PROGRAMS AND OPERATIONS 9000 KITTYMOMS RESCUE ORGANIZATION INC 265 ASPEN LOOP KALISPELL MT 59901 PC GRANT FOR MATCH 100 THE LAUNCHCODE FOUNDATION 4811 DELEWARE BLVD ST LOUIS MO 63108 PC LAUNCHCODE KANSAS CITY 25000 LAZARUS MINISTRIES PO BOX 22450 KANSAS CITY MO 641130450 PC INDUSTRIAL FREEZER AND COMMERCIAL ICE MAKER 3000 LEAD TO READ 6022 N STRATHBURY AVE KANSAS CITY MO 64151 PC PROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES. 2500 LEAN LAB 1714 JEFFERSON ST KANSAS CITY MO 64108 PC 2017 INCUBATOR FELLOWSHIP CURRICULUM DESIGN 25000 LEUKEMIA AND LYMPHOMA SOCIETY - MID AMERICA CHAPTER ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 2000 LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL 2 MEMORIAL DR KANSAS CITY MO 64108 PC PORTRAIT WALL LIGHTING UPGRADE 50000 LINCOLN MEMORIAL UNIVERSITY ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 300 LIONS CLUB INTERNATIONAL FOUNDATION 300 WEST 22ND STREET OAK BROOK IL 605238842 PC HENRY W. BLOCH OUTSTANDING COMMUNITY SERVICE AWARD -- BLANCHE PATTERSON-DAY 1000 LITERACY KANSAS CITY 211 W ARMOUR BLVD FL 3RD KANSAS CITY MO 64111 PC PROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES. 2500 THE LITERACY LAB 4049 PENNSYLVANIA AVE 301 KANSAS CITY MO 64111 PC ORGANIZATIONAL CAPACITY BUILDING 25000 LOCAL INITIATIVES SUPPORT CORPORATION - LISC 600 BROADWAY SUITE 280 KANSAS CITY MO 64105 PC GREATER KANSAS CITY LISC OPERATING BUDGET 100000 LYRIC OPERA OF KANSAS CITY INC 1725 HOLMES STREET KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 19000 MAIN STREET CORRIDOR DEVELOPMENT CORPORATION 3215 MAIN ST STE 200 KANSAS CITY MO 64111 PC NEIGHBORHOOD REVITALIZATION COMMUNICATIONS & MARKETING PROPOSAL 20000 MARLBOROUGH COMMUNITY COALITION 1146 E 77TH STREET KANSAS CITY MO 64131 PC GRANT FOR MATCH 300 MASSACHUSETTS INSTITUTE OF TECHNOLOGY ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 50 MENTAL HEALTH ASSOCIATION OF THE HEARTLAND 739 MINNESOTA AVENUE KANSAS CITY KS 66101 PC SOFTWARE INTEGRATION INTO AGENCY PROGRAMMING 15000 METROPOLITAN COMMUNITY COLLEGE FOUNDATION 3200 BROADWAY KANSAS CITY MO 64111 PC TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR HENRY W. BLOCH SCHOLARS DURING 2017 50669 METROPOLITAN COMMUNITY COLLEGE FOUNDATION 3200 BROADWAY KANSAS CITY MO 64111 PC SUPPORT FOR EMERGENCY NEEDS AND EXPANDED ACTIVITIES FOR HENRY W. BLOCH SCHOLARS DURING 2017 941 METROPOLITAN LUTHERAN MINISTRY 3031 HOLMES STREET KANSAS CITY MO 64109 PC ACCOUNTING CAPACITY BUILDING PLAN 29700 MID AMERICA ASSISTANCE COALITION 1 WEST ARMOUR BLVD SUITE 301 KANSAS CITY MO 64111 PC ONGOING OPERATING SUPPORT 25000 MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION 600 BROADWAY KANSAS CITY MO 64105 PC HMIS LEAD AGENCY AND SYSTEM SUPPORT 35000 MILES OF SMILES 5416 NE ANTIOCH ROAD KANSAS CITY MO 64119 PC GRANT FOR MATCH 100 MILES OF SMILES 5416 NE ANTIOCH ROAD KANSAS CITY MO 64119 PC INSTALLATION OF FIXED NITROUS SYSTEM IN NEW LARGER OFFICE 18600 MISSOURI COLLEGES FUND INC 3401 W TRUMAN BLVD STE 202 JEFFERSON CITY MO 651096892 PC SCHOLARSHIPS FOR TEACHERS 2500 MOCSA 3100 BROADWAY SUITE 400 KANSAS CITY MO 64111 PC ONGOING OPERATING SUPPORT 11000 THE NATURE CONSERVANCY KANSAS CHAPTER 2420 NW BUTTON ROAD TOPEKA KS 66618 PC TO SUPPORT THE CONSERVATION OF LANDS AND WATERS 5000 NEIGHBORHOODS RISING FUND ROBERT J MOHART MULTIPURPOSE CENTER 3200 WAYNE KANSAS CITY MO 64109 PC GRANT FOR MATCH 10000 THE NELSON GALLERY FOUNDATION 4525 OAK ST KANSAS CITY MO 64111 PC GRANT FOR MATCH 18700 NEW REFORM TEMPLE 6400 WENNOGA TERRACE MISSION HILLS KS 66208 PC GRANT FOR MATCH 15000 NEWHOUSE ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 100 NEWHOUSE ONE HR BLOCK WAY KANSAS CITY MO 64105 PC PROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES. 2500 NORTHEAST COMMUNITY CENTER 544 WABASH AVENUE KANSAS CITY MO 64124 PC HARMONY PROJECT KC 10000 NORTHLAND NEIGHBORHOODS 4420 NE CHOUTEAU TRAFFICWAY KANSAS CITY MO 64117 PC DATABASE CONVERSION 7500 NORTHWESTERN COLLEGE ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 150 NORTHWESTERN UNIVERSITY ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 100 THE OHIO STATE UNIVERSITY FOUNDATION ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 120 PEACE LUTHERAN CHURCH ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 200 PHOENIX FAMILY ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 100 PITTSBURG STATE UNIVERSITY 401 E FORD ST PITTSBURG KS 66762 PC GRANT FOR MATCH 100 KCPT- PUBLIC TELEVISION 19 125 EAST 31ST STREET KANSAS CITY MO 64108 PC GRANT FOR MATCH 1000 RAVENWOOD NATURAL SCIENCE CENTER PO BOX 1314 WHITEFISH MT 59937 PC GRANT FOR MATCH 1500 READING POWER INC 736 N WESTERN AVENUE SUITE 226 LAKE FOREST IL 60045 PC GRANT FOR MATCH 100 REDEMPTORIST SOCIAL SERVICES CENTER 207 WEST LINWOOD KANSAS CITY MO 64111 PC EMERGENCY ASSISTANCE COORDINATION 25000 REDISCOVER 1555 NE RICE ROAD LEES SUMMIT MO 64086 PC PARENT-CHILD INTERACTION THERAPY (PCIT) 20000 RESTART INC 918 E 9TH STREET KANSAS CITY MO 64106 PC YOUTH EMERGENCY SHELTER 40000 RIGHTFULLY SEWN C/O FRACTURED ATLAST 248 W 35TH STREET 10TH FLOOR NEW YORK NY 100012505 PC SUSTAINABILITY AND CAPACITY BUILDING 15000 RIGHTFULLY SEWN 1800 WYANDOTTE ST SUITE 204 KANSAS CITY MO 64108 PC GRANT FOR MATCH 120 THE ROCK PO BOX 207 KINGSLEY MI 49649 PC ONGOING PROGRAMS AND SUPPORT 5000 ROSE BROOKS CENTER PO BOX 320599 KANSAS CITY MO 641320599 PC ROSE BROOKS CENTER INTERIOR/EXTERIOR ACCEESSIBILITY PROJECT 55600 SAINT LUKE'S HOME HEALTH AND HEALTH SYSTEM HOSPICE 4225 BALTIMORE AVENUE KANSAS CITY MO 641112304 PC CREATION OF A VIDEO FOR FAMILIES UTILIZING BEREAVEMENT SERVICES 25000 SHEFFIELD PLACE 6604 EAST 12TH STREET KANSAS CITY MO 64126 PC ONGOING PROGRAMS AND OPERATIONS 6500 SLEEPYHEAD BEDS 4741 CENTRAL ST STE 244 KANSAS CITY MO 64112 PC SLEEPYHEAD BEDS BED COLLECTION & DISTRIBUTION PROGRAM 25000 SPECIAL OLYMPICS PO BOX 342 WEST MILTON PA 17886 PC ONGOING PROGRAMS AND OPERATIONS 2500 THE SPHINX ORGANIZATION 400 RENAISSANCE CENTER SUITE 2550 DETROIT MI 48243 PC GRANT FOR MATCH 2300 ST JOSEPH SCHOOL 5321 PAYNE SHAWNEE KS 66226 PC GRANT FOR MATCH 1000 ST THOMAS AQUINAS HIGH SCHOOL ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 1000 STEPS OF FAITH PO BOX 15064 LENEXA KS 66285 PC MOVING AMPUTEES FORWARD, HELP GROWING STEPS! 3000 SUMMERFEST CONCERTS INC PO BOX 22697 KANSAS CITY MO 64113 PC ONGOING PROGRAMS AND OPERATIONS. 3500 TRADITIONAL MUSIC SOCIETY PO BOX 10022 KANSAS CITY MO 64171 PC TMS AFRICAN MUSIC & DANCE YOUTH ENSEMBLE 3000 US NAVY MEMORIAL FOUNDATION 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64112 PC GRANT FOR MATCH 400 UMKC FOUNDATION 5100 ROCKHILL RD AC 229 ROOM 202 KANSAS CITY MO 641102499 PC SUPPORT FOR EMERGENCY NEEDS AND EXPANDED ACTIVITIES FOR HENRY W. BLOCH SCHOLARS DURING 2017 6589 UMKC FOUNDATION 5100 ROCKHILL RD AC 229 ROOM 202 KANSAS CITY MO 641102499 PC TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR HENRY W. BLOCH SCHOLARS DURING 2017 208184 UMKC FOUNDATION 5100 ROCKHILL RD AC 229 ROOM 202 KANSAS CITY MO 641102499 PC HENRY W. BLOCH BIRTHDAY FUND 1000 UMKC FOUNDATION 5100 ROCKHILL RD AC 229 ROOM 202 KANSAS CITY MO 641102499 PC GRANT FOR MATCH 6500 UNICORN THEATRE 3828 MAIN STREET KANSAS CITY MO 641111915 PC FUNDS TO SUPPORT 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 113000 UNITED FUND OF TALBOT COUNTY 121 N WASHINGTON ST EASTON MD 21601 PC GRANT FOR MATCH 2500 UNITED SERVICE ORGANIZATIONS 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64112 PC GRANT FOR MATCH 200 UNITED WAY OF GREATER KANSAS CITY 2101 W 67TH ST MISSION HILLS KS 66208 PC GRANT FOR MATCH 10000 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC ONGOING OPERATION OF 2-1-1 15000 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC COLLABORATIVE GRANTMAKING FOR ORG'S SERVING INDIVIDUALS LIVING/AFFECTED BY HIV/AIDS 10000 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC MY VERY OWN LIBRARY - KC 15000 UNIVERSITY OF CENTRAL MISSOURI FOUNDATION ONE HR BLOCK WAY 8TH FLOOR KANSAS CITY MO 64105 PC GRANT FOR MATCH 125 UNIVERSITY OF MISSOURI-COLUMBIA 9210 N VIRGINIA AVE KANSAS CITY MO 64155 PC GRANT FOR MATCH 3000 UNIVERSITY OF NEBRASKA FOUNDATION 2101 W 67TH ST MISSION HILLS KS 66208 PC GRANT FOR MATCH 200 UNIVERSITY OF TENNESSEE FOUNDATION ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 100 UNIVERSITY OF VIRGINIA - LAW SCHOOL FOUNDATION 580 MASSIE ROAD CHARLOTTESVILLE VA 22901 PC GRANT FOR MATCH 250 UNIVERSITY OF WISCONSIN EAU CLAIRE FOUNDATION FOOT LOCKER INC 112 W 34 ST NEW YORK NY 10120 PC GRANT FOR MATCH 5000 URBAN RANGER CORPS 5908 SWOPE PKWY KANSAS CITY MO 64130 PC URBAN RANGER PROGRAM 30000 VASSAR COLLEGE 2775 SANDERS ROAD SUITE F8 NORTHBROOK IL 60062 PC GRANT FOR MATCH 5000 VIBRANT HEALTH-WYANDOTTE NEIGHBORHOOD CLINICS ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 100 VILLANOVA UNIVERSITY ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 250 WELCOME HOUSE INC 1414 E 27TH ST KANSAS CITY MO 64108 PC CORE RECOVERY PROGRAM ENHANCEMENTS 25000 WESTSIDE HOUSING ORGANIZATION 919 W 24TH ST KANSAS CITY MO 64108 PC THE URBAN CORE QUIET TITLE PROJECT 15000 WHITEFISH COMMUNITY FOUNDATION 214 SECOND ST W WHITEFISH MT 59937 PC GRANT FOR MATCH 200 WHITEFISH LAKE INSTITUTE 550 EAST 1ST ST 103 WHITEFISH MT 59937 PC GRANT FOR MATCH 200 WHITEFISH LEGACY PARTNERS PO BOX 1895 WHITEFISH MT 59937 PC GRANT FOR MATCH 120 WHITEFISH THEATRE COMPANY ONE CENTRAL AVE WHITEFISH MT 59937 PC GRANT FOR MATCH 200 WILDWOOD OUTDOOR EDUCATION CENTER 1403 SOUTHWEST BLVD KANSAS CITY KS 66103 PC KIDS GROW BETTER OUTSIDE CAPITAL CAMPAIGN 25000 WILLIAM JEWELL COLLEGE 500 COLLEGE HI LIBERTY MO 64068 PC ONGOING PROGRAMS AND OPERATIONS 9500 WOMEN'S EMPLOYMENT NETWORK 920 MAIN STE 100 KANSAS CITY MO 64105 PC SUSTAINABLE SUCCESS: HOLISTIC APPROACH TO LONG-TERM EMPLOYMENT AND FINANCIAL INDEPENDENCE 30000 THE WOMEN'S FOUNDATION OF GREATER KANSAS CITY 2100 CENTRAL STREET SUITE 11E KANSAS CITY MO 641082195 PC EVALUATION OF LOGIC MODEL AND IMPLEMENTATION OF FINDINGS 20000 YOUTH SYMPHONY OF KANSAS CITY 209 W 18TH STREET KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 4000 2703918 NORTHLAND EARLY EDUCATION CENTER 8630 N OAK TRAFFICWAY KANSAS CITY MO 64155 PC PLEDGED GRANT 25000 25000 14 10063 14 1265639 14 17753 18 689371 UNREALIZED GAIN (LOSS) ON INVESTMENTS 14 7534310 0 9517136 0 9517136 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 230000 X ACCOUNTING AND AUDIT FEES 63113 35149 7754 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 2521161 2521161 FIR TREE INTERNATIONAL VALUE FUND FMV 1486778 1486778 OCTAVIAN OFFSHORE FUND FMV 59 59 VANGUARD DIVIDEND APPRECIATION FUND FMV 2156691 2156691 WELLINGTON CTF DIH FMV 2059186 2059186 WINGATE PARTNERS FMV 402271 402271 CID CAPITAL FMV 832904 832904 VANGUARD EMERGING MARKETS FMV 2529418 2529418 COMMER TORTOISE FMV 1271431 1271431 LAZARD GLOBAL FMV 1796874 1796874 SEMPER VIC FMV 3208750 3208750 RIVERVEST VENTURE FUND FMV 992645 992645 WELLINGTON CTF DURABLE FMV 1811493 1811493 OAKWOOD REAL ESTATE PARTNERS II FMV 944141 944141 ARTISAN GLOBAL VALUE FUND FMV 3096643 3096643 VANGUARD DEVELOPED MARKETS FMV 9813972 9813972 VANGUARD RUSSELL 3000 FMV 10582197 10582197 VANGUARD INTERMEDIATE US GOVT BOND FUND FMV 6751073 6751073 DOVER STREET IX CAYMAN FUND FMV 427872 427872 PARAMETRIC GLOBAL DEFENSIVE FMV 2080138 2080138 AVIVA INVESTORS FMV 1513304 1513304 LOOMIS FMV 1777368 1777368 HBK MULTI STRATEGY FMV 1702686 1702686 LEGAL FEES 4743 237 4506 DUE FROM MARION AND HENRY BLOCH FAMILY FOUNDATION 27046 125880 125880 INFORMATION TECHNOLOGY 10687 0 10687 SPECIAL EVENT EXPENSE 1923 96 1827 VOLUNTEER PROGRAM COSTS 7758 0 7758 INSURANCE-GENERAL 4822 0 0 MISCELLANEOUS 3573 179 3394 INCOME (LOSS) FROM SCHEDULES K-1 15753 OTHER INVESTMENT INCOME 17753 17753 17753 UNREALIZED GAIN (LOSS) ON INVESTMENTS 7534310 7534310 DUE TO HRB MANAGEMENT, INC. 49158 65667 INVESTMENT ADVISOR AND SERVICE FEES 387514 264318 0 MANAGEMENT FEES 309322 24746 284576 CONSULTING FEES 12570 629 11942 TAXES 51280 0 0