H & R BLOCK FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- H & R BLOCK FOUNDATION (EIN 23-7378232)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-20
- IRS object ID
- 201732939349100003
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-20T08:47:43-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE SUITE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237378232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H & R BLOCK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | H&RB | BusinessNameControlTxt |
| Phone | 8168544361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 H AND R BLOCK WAY | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641051905 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID P MILES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8168544361 | PhoneNum |
| Signature | 2017-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLEY UMSTEAD | PreparerPersonNm |
| PTIN | P00982177 | PTIN |
| Phone | 3192985333 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-13 | IPDt |
| IP Tm | 16:13:22 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 656274256C426902BAE5426111F9E7B4E80C08A9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 99601D3132F1E31F6862A7C077C0948039A20E61 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,472,195 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $208,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,921 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,921 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $723,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $478,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,758,885 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,221,941 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,462,925 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $304,979 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,231,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $787,582 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,400 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $70 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,330 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $60,060 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $57,453 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,607 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $613,407 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $264,693 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $293,144 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $91,354 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $13,416 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,073 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,343 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,724 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,272 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,452 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,039 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $394 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,299 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $819,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $324,955 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $343,175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,669,266 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,669,266 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,488,666 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $324,955 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,012,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $743,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $462,627 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,736,788 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,367,061 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,367,061 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $52,965,426 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $54,078,088 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,078,088 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $27,773 | OtherAssetsBOYAmt |
| Other Assets EOY | $27,046 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,046 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $56,729,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,472,195 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,472,195 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $50,274 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $49,158 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $50,274 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,158 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $35,584,560 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,584,560 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $21,095,153 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,838,477 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,679,713 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,423,037 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,729,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,472,195 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,679,713 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $743,324 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $57,423,037 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,423,037 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| LONG-TERM CAPITAL GAIN DISTRIBUTION | $32,497 | $32,497 | $32,497 | |
| TORTOISE | $279,764 | -$131,869 | -$131,869 | $411,633 |
| PASSTHROUGH FROM SCH K-1 TORTOISE | $229 | $229 | $229 | |
| WELLINGTON DIVERSIFIED | $17,297 | -$8,627 | -$8,627 | $25,924 |
| PASSTHROUGH FROM SCH K-1 WELLINGTON DIVERSIFIED | $37,408 | $37,408 | $37,408 | |
| WELLINGTON DURABLES | $11,569 | $834 | $834 | $10,735 |
| PASSTHROUGH FROM SCH K-1 WELLINGTON DURABLES | -$5,179 | -$5,179 | $5,179 | |
| CHARLES SCHWAB | $312,054 | -$44,820 | -$44,820 | $356,874 |
| VANGUARD | $6,361 | $6,361 | $6,361 | |
| DODDINGTON | $2,080,898 | -$5,381 | -$5,381 | $2,086,279 |
| PASSTHROUGH FROM SCH K-1 DODDINGTON | -$237,132 | -$237,132 | $237,132 | |
| SEMPER VIC | $484,098 | $49,579 | $49,579 | $434,519 |
| OCTAVIAN | $56,064 | -$14,106 | -$14,106 | $70,170 |
| COLCHESTER | $0 | $0 | ||
| PASSTHROUGH FROM SCH K-1 COLCHESTER | -$5,730 | -$5,730 | $5,730 | |
| SSGA RUSSELL 3000 | $13,474,261 | -$387,569 | -$387,569 | $13,861,830 |
| PASSTHROUGH FROM SCH K-1 SSGA RUSSELL 3000 | $650,957 | $650,957 | $650,957 | |
| SSGA MSCI | $9,461,891 | -$412,163 | -$412,163 | $9,874,054 |
| PASSTHROUGH FROM SCH K-1 SSGA MSCI | $8,885 | $8,885 | $8,885 | |
| SSGA US GOV | $6,224,065 | -$400,694 | -$400,694 | $6,624,759 |
| PASSTHROUGH FROM SCH K-1 SSGA US GOV | $63,431 | $63,431 | $63,431 | |
| OAKWOOD II | -$345 | -$345 | $345 | |
| WINGATE | $17,982 | $0 | $0 | $17,982 |
| PASSTHROUGH FROM SCH K-1 WINGATE | -$156,283 | -$156,283 | $156,283 | |
| CID CAPITAL OPPORTUNITY II | $2,230 | $2,230 | $2,230 | |
| DOVER STREET | -$4,612 | -$4,612 | $4,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$962,099 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,074,705 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $59,711,766 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051492 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,506,488 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $63,603,473 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055130 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,193,717 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $61,150,004 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052228 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,930,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $57,048,831 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033841 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,929,595 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $58,100,755 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050423 | DistributionYr5Rt |
| Total Distribution | 0.243114 | TotalDistributionRt |
| Average Distribution | 0.048623 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $58,731,668 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,855,710 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,626 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,860,336 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,012,441 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,626 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,626 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,626 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $95,935 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $50,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $145,935 | TotalPaymentsAndCreditsAmt |
| Overpayment | $141,309 | OverpaymentAmt |
| Applied To ES Tax | $141,309 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HRBLOCKFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID MILES | IndividualWithBooksNm |
| Phone | 8168544361 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 H R BLOCK WAY | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HENRY W BLOCH | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | CHAIRMAN, TREASURER, DIREC | 5.00 | $0 | $0 | $0 |
| THOMAS M BLOCH | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | VICE CHAIRMAN, DIRECTOR | 5.00 | $0 | $0 | $0 |
| BRUCE C DAVISON | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | 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 |
| 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 | 13.00 | $59,260 | $6,561 | $0 |
| CAREY WILKERSON LOONEY - SEE STMT 1 | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | VICE PRESIDENT & SECRETARY | 28.00 | $58,828 | $12,052 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HRB MANAGEMENT INC | |||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | MANAGEMENT | $314,947 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | INVESTMENT ADVISOR | $125,886 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,427,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,198,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,626,059 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,626,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $894,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,731,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,936,583 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,936,583 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,626 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,626 | TotalTaxAmt |
| Distributable Before Adj | $2,931,957 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,931,957 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,931,957 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,012,441 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,012,441 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,626 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,007,815 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,931,957 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $94,841 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $199,167 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $397,772 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $242,131 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $933,911 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,012,441 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,931,957 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $80,484 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,014,395 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $94,841 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $919,554 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $199,167 | ExcessFromYear3Amt |
| Excess From Year2 | $397,772 | ExcessFromYear2Amt |
| Excess From Year1 | $242,131 | ExcessFromYear1Amt |
| Excess From Current Year | $80,484 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | H R BLOCK FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HR BLOCK WAY | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8168544361 | RecipientPhoneNum |
| Form And Info And Materials | VISIT HRBLOCKFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VISIT HRBLOCKFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (168 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABILITY KC | |||||||
| 3011 BALTIMORE AVENUE | KANSAS CITY | MO | 64108 | PC | FUNDS TO SUPPORT THE RIKC - CHILDREN'S TLC MERGER. | $36,500 | |
| ADHOC GROUP AGAINST CRIME | |||||||
| 3116 PROSPECT | KANSAS CITY | MO | 64128 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. | $500 | |
| ADMIRAL NIMITZ FOUNDATION | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64112 | PC | GRANT FOR MATCH | $250 | |
| AFTER THE HARVEST | |||||||
| SOCIETY OF ST ANDREW-WEST 3801 | KANSAS CITY | MO | 64129 | PC | FUNDS TO SUPPORT EXPANSION OF PRODUCE PROCUREMENT. | $20,000 | TOPPING AVE |
| ALPINE THEATRE PROJECT | |||||||
| PO BOX 1959 | WHITEFISH | MT | 59937 | PC | GRANT FOR MATCH | $1,500 | |
| ALS ASSOCIATION - MIDWEST CHAPTER | |||||||
| 2258 WELDON PKWY | ST LOUIS | MO | 63146 | PC | GRANT FOR MATCH | $668 | |
| AMERICAN CANCER SOCIETY OF KANSAS CITY | |||||||
| ONE HR BLOCK WAY | KANSAS CITY | MO | 64105 | PC | GRANT FOR MATCH | $200 | |
| AMERICAN JAZZ MUSEUM | |||||||
| 1616 E 18TH ST | KANSAS CITY | MO | 641081610 | PC | KANSAS CITY JAZZ ACADEMY | $10,000 | |
| ARGENTINE NEIGHBORHOOD DEVELOPMENT ASSOCIATION | |||||||
| 2502 STRONG AVE | KANSAS CITY | KS | 66106 | PC | ANDA CAPACITY BUILDING PROJECT | $15,000 | |
| ARMOURDALE RENEWAL ASSOCIATION | |||||||
| 730 OSAGE AVE | KANSAS CITY | KS | 66105 | PC | SUMMER YOUTH PROGRAM CULTURAL ARTS AND PROMOTIONAL EXPANSION 2017 | $7,500 | |
| ARTS AND RECREATION FOUNDATION OF OVERLAND PARK | |||||||
| 13800 SWITZER ROAD | OVERLAND PARK | KS | 66221 | PC | MACHINE SHED, FARMHOUSE EAST ENTRANCE & DRAFT HORSE BARN AT DEANNA ROSE CHILDREN'S FARMSTEAD | $10,000 | |
| ARTS KC-REGIONAL ARTS COUNCIL | |||||||
| 106 SOUTHWEST BOULEVARD | KANSAS CITY | MO | 641081924 | PC | ARTSKC FUND - CATALYST CATEGORY | $35,000 | |
| ASCENSION CATHOLIC SCHOOL | |||||||
| ONE HR BLOCK WAY | KANSAS CITY | MO | 64105 | PC | GRANT FOR MATCH | $1,000 | |
| AZLE LIONS CLUB FOUNDATION | |||||||
| PO BOX 211 | AZLE | TX | 76098 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. | $2,500 | |
| BARBARA BUSH ELEMENTARY SCHOOL PTO | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64112 | PC | GRANT FOR MATCH | $500 | |
| BAY HARBOR FOUNDATION | |||||||
| 750 BAY HARBOR DR | BAY HARBOR | MI | 49770 | PC | GRANT FOR MATCH | $5,000 | |
| BEN FRANKLIN ACADEMY | |||||||
| 2270 PLAZA DR | HIGHLANDS RANCH | CO | 80129 | PC | GRANT FOR MATCH | $5,000 | |
| BETHEL NEIGHBORHOOD CENTER | |||||||
| 14 S 7TH ST | KANSAS CITY | KS | 66101 | PC | MAGNIFYING THE LIGHT & HOPE CAPITAL CAMPAIGN | $30,000 | |
| BILLINGS CENTRAL CATHOLIC HIGH | |||||||
| 3 BROADWATER AVE | BILLINGS | MT | 59101 | PC | GRANT FOR MATCH | $1,000 | |
| BLUFORD HEALTHCARE LEADERSHIP INSTITUTE | |||||||
| 7900 LEES SUMMIT ROAD | KANSAS CITY | MO | 64139 | PC | FUNDS TO ASSIST WITH BUSINESS MODEL PLANNING | $5,000 | |
| CAMPS FOR KIDS | |||||||
| 8014 STATE LINE RD STE 103 | LEAWOOD | KS | 66208 | PC | FUNDS TO SUPPORT SCHOLARSHIPS FOR CHILDREN TO ATTEND SUMMER CAMP. | $6,500 | |
| CASA OF JOHNSON & WYANDOTTE COUNTIES | |||||||
| 5700 BROADMOOR SUITE 201 | MISSION | KS | 66202 | PC | ONGOING OPERATIONS AND PROGRAMMING | $4,500 | |
| CENTER FOR DEVELOPMENTALLY DISABLED | |||||||
| 1010 W 39TH STREET | KANSAS CITY | MO | 641113880 | PC | IMPROVING ACCESSIBILITY | $3,500 | |
| CENTRAL METHODIST UNIVERSITY | |||||||
| 411 CENTRAL METHODIST SQUARE | FAYETTE | MO | 652481104 | PC | GRANT FOR MATCH | $1,000 | |
| CHARLOTTE STREET FOUNDATION | |||||||
| 3200 BROADWAY | KANSAS CITY | MO | 64068 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. | $6,000 | |
| CHWC INC | |||||||
| 2 SOUTH 14TH STREET | KANSAS CITY | KS | 661025041 | PC | COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION | $35,000 | |
| CITIZENS OF THE WORLD CHARTER SCHOOLS - KANSAS CITY | |||||||
| 3435 BROADWAY | KANSAS CITY | MO | 64111 | PC | CITIZENS OF THE WORLD - KANSAS CITY | $40,000 | |
| CITY OF KANSAS CITY MISSOURI | |||||||
| 4TH FLOOR CITY HALL SUITE 402 414 | KANSAS CITY | MO | 641062768 | PC | MAKET VALUE ANALYSIS | $10,000 | EAST 12TH STREET |
| CITY UNION MISSION | |||||||
| 1100 E 11TH ST | KANSAS CITY | MO | 641063028 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. | $2,500 | |
| CLAY COUNTY CLOTHES CLOSET | |||||||
| 3939 N CLEVELAND AVE | KANSAS CITY | MO | 64117 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $2,500 | |
| CORBETT PREP SCHOOL OF IDS | |||||||
| 12015 ORANGE GROVE DR | TAMPA | FL | 336183699 | PC | GRANT FOR MATCH | $1,000 | |
| CROSS-LINES COMMUNITY OUTREACH | |||||||
| 736 SHAWNEE AVENUE | KANSAS CITY | KS | 66105 | PC | HOPE FOR A BETTER TOMORROW | $25,000 | |
| CROSSROADS ACADEMY OF KANSAS CITY | |||||||
| 1015 CENTRAL | KANSAS CITY | MO | 64105 | PC | CONSCIOUS COMMUNICATIONS | $30,000 | |
| CROWN OF THE CONTINENT GUITAR FOUNDATION | |||||||
| PO BOX 2882 | BIGFORK | MT | 59911 | PC | GRANT FOR MATCH | $200 | |
| DE LA SALLE INSTITUTE | |||||||
| ONE HR BLOCK WAY | KANSAS CITY | MO | 64105 | PC | GRANT FOR MATCH | $100 | |
| DONNELLY COLLEGE | |||||||
| 608 N 18TH STREET | KANSAS CITY | KS | 66102 | PC | FUNDS TO SUPPORT HENRY W. BLOCH SCHOLARS DURING 2016 | $69,068 | |
| EMPORIA STATE UNIVERSITY FOUNDATION | |||||||
| 1500 HIGHLAND ST | EMPORIA | KS | 668015018 | PC | GRANT FOR MATCH | $1,000 | |
| EPISCOPAL COMMUNITY SERVICES | |||||||
| 11 E 40TH ST | KANSAS CITY | MO | 641114909 | PC | COMMUNITY CARE | $25,000 | |
| EPSTEN GALLERY | |||||||
| 5500 W 123RD ST | OVERLAND PARK | KS | 66209 | PC | 2016 VISITING ARTIST SERIES AT THE EPSTEN GALLERY | $2,500 | |
| EQUAL JUSTICE AMERICA | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64112 | PC | GRANT FOR MATCH | $200 | |
| FRIENDS OF CHAMBER MUSIC | |||||||
| 4635 WYANDOTTE | KANSAS CITY | MO | 641121509 | PC | ONGOING OPERATIONS AND PROGRAMMING | $14,500 | |
| FRIENDS OF THE ZOO | |||||||
| 1146 E 77TH STREET | KANSAS CITY | MO | 64131 | PC | GRANT FOR MATCH | $100 | |
| FRIENDS OF UNIVERSITY ACADEMY | |||||||
| 5049 WORNALL RD 10EF | KANSAS CITY | MO | 64112 | PC | GRANT FOR MATCH | $6,550 | |
| FRONT PORCH ALLIANCE | |||||||
| 4520 MAIN STREET SUITE 1100 | KANSAS CITY | MO | 64111 | PC | GRANT FOR MATCH | $1,250 | |
| GLACIER NATIONAL PARK CONSERVANCY | |||||||
| PO BOX 2749 | COLUMBIA FALLS | MT | 59912 | PC | GRANT FOR MATCH | $1,000 | |
| GOOD NEWS LIVING AT HOMEBLOCK NURSE PROGRAM | |||||||
| 133 E MAIN ST SUITE B | AZLE | TX | 76020 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. | $2,500 | |
| GREATER KC LINC INC | |||||||
| 3100 BROADWAY SUITE 1100 | KANSAS CITY | MO | 64111 | PC | GRANT FOR MATCH | $13,336 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | PC | FUNDS TO SUPPORT COLLABORATIVE GRANT MAKING ACTIVITIES DURING 2016. | $50,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | PC | FUNDS TO SUPPORT EXPENSES RELATED TO NECESSARY REPAIRS AND RENOVATIONS TO THE HENRY WOLLMAN BLOCH FOUNTAIN. | $424,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. | $9,000 | |
| GREATER KANSAS CITY HISPANIC DEVELOPMENT FUND | |||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | PC | FUNDS TO SUPPORT SCHOLARSHIPS FOR HISPANIC STUDENTS TO ATTEND POST-SECONDARY SCHOOLS. | $10,000 | |
| HABITAT FOR HUMANITY KANSAS CITY | |||||||
| 1423 E LINWOOD BLVD | KANSAS CITY | MO | 641091914 | PC | MERGER PROJECT: HEARTLAND HABITAT AND HABITAT FOR HUMANITY KANSAS CITY | $15,000 | |
| HARRIMAN-JEWELL SERIES | |||||||
| 500 COLLEGE HILL BOX 1015 | LIBERTY | MO | 64068 | PC | SUPPORT FOR ONGOING PROGRAMS AND OPERATIONS. | $9,500 | |
| HARRISON COUNTY AGRICULTURAL SOCIETY | |||||||
| PO BOX 84 | CORYDON | IN | 47112 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. | $5,000 | |
| HARVESTERS - THE COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 641291744 | PC | ONGOING OPERATING SUPPORT | $25,000 | |
| HEART OF AMERICA COMMUNITY AIDS PARTNERSHIP | |||||||
| 801 W 47TH STREET SUITE 500 | KANSAS CITY | MO | 64112 | PC | FUNDS TO SUPPORT COLLABORATIVE GRANTMAKING ACTIVITIES FOR AIDS SERVICE ORGANIZATIONS | $10,000 | |
| HEART OF AMERICA SHAKESPEARE FESTIVAL OF GREATER KANSAS CITY | |||||||
| 3619 BROADWAY BLVD STE 2 | KANSAS CITY | MO | 641112305 | PC | HASF MOVES TO MAIN STREET | $15,000 | |
| HIGH ASPIRATIONS | |||||||
| 6320 BROOKSIDE PLAZA SUITE 263 | KANSAS CITY | MO | 64113 | PC | GRANT IN HONOR OF HENRY BLOCH, THE FIRST RECIPIENT OF THE ROBERT B. "BOB" ROGERS LEGACY AWARD | $10,000 | |
| IOWA STATE UNIVERSITY FOUNDATION | |||||||
| 16005 BARTON ST | OVERLAND PARK | KS | 66062 | PC | GRANT FOR MATCH | $1,000 | |
| JACKSON COUNTY CASA | |||||||
| 2544 HOLMES | KANSAS CITY | MO | 64108 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $11,000 | |
| JEWISH FAMILY SERVICES | |||||||
| 5801 W 115TH ST STE 103 | OVERLAND PARK | KS | 662111800 | PC | MISSOURI OFFICE CAPITAL CAMPAIGN | $75,000 | |
| JOURNEY TO NEW LIFE INC | |||||||
| 3120 TROOST AVENUE | KANSAS CITY | MO | 64109 | PC | CAPITAL CAMPAIGN TO PURCHASE 3120 TROOST BUILDING | $10,000 | |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | PC | H&R BLOCK ARTSPACE | $18,000 | |
| KANSAS CITY BALLET | |||||||
| 500 WEST PERSHING ROAD | KANSAS CITY | MO | 64108 | PC | ONGOING OPERATIONS AND PROGRAMMING | $22,000 | |
| KANSAS CITY CARE CLINIC | |||||||
| 3515 BROADWAY | KANSAS CITY | MO | 64111 | PC | PHARMACY IMPLEMENTATION | $50,000 | |
| KANSAS CITY FRIENDS OF ALVIN AILEY | |||||||
| 1714 EAST 18TH STREET | KANSAS CITY | MO | 64108 | PC | SUPPORT FOR ONGOING PROGRAMS AND OPERATIONS. | $12,500 | |
| KANSAS CITY REPERTORY THEATRE | |||||||
| 4825 TROOST AVENUE SUITE 106 | KANSAS CITY | MO | 64110 | PC | ONGOING OPERATING SUPPORT | $15,000 | |
| KANSAS CITY SYMPHONY | |||||||
| 1703 WYANDOTTE ST SUITE 200 | KANSAS CITY | MO | 64108 | PC | ONGOING OPERATIONS AND PROGRAMMING | $25,000 | |
| KANSAS CITY TEACHER RESIDENCY | |||||||
| 415 DELEWARE SUITE 4E | KANSAS CITY | MO | 64105 | PC | SUPPORT TO ESTABLISH THE KANSAS CITY TEACHER RESIDENCY PROGRAM IN KANSAS CITY | $30,000 | |
| KANSAS CITY YOUNG AUDIENCES | |||||||
| 5601 WYANDOTTE ST | KANSAS CITY | MO | 64113 | PC | HEART OF THE CITY KCYA CAPITAL CAMPAIGN | $50,000 | |
| KANSAS STATE UNIVERSITY FOUNDATION | |||||||
| 1800 KIMBALL AVE STE 200 | MANHATTAN | KS | 665023373 | PC | GRANT FOR MATCH | $2,400 | |
| KCPT- PUBLIC TELEVISION 19 | |||||||
| 125 EAST 31ST STREET | KANSAS CITY | MO | 64108 | PC | KCPT BOILER SYSTEM REPLACEMENT AND REDUNDANCY UPGRADE | $25,000 | |
| KCPT- PUBLIC TELEVISION 19 | |||||||
| 5049 WORNALL RD 10EF | KANSAS CITY | MO | 64112 | PC | GRANT FOR MATCH | $1,000 | |
| KU ENDOWMENT | |||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | PC | GRANT FOR MATCH | $5,200 | |
| KVC HEALTH SYSTEMS | |||||||
| 21350 W 153RD ST | OLATHE | KS | 66061 | PC | BUILDING FAMILIES | $50,000 | |
| LITERACY KANSAS CITY | |||||||
| 211 W ARMOUR BLVD FL 3RD | KANSAS CITY | MO | 641112023 | PC | REACH OUT AND READ - LITERACY KC MERGER EXPLORATION | $10,000 | |
| LITERACY KANSAS CITY | |||||||
| 211 W ARMOUR BLVD FL 3RD | KANSAS CITY | MO | 641112023 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. | $2,500 | |
| LITERACY LAB | |||||||
| 1003 K STREET NW SUITE 500 | WASHINGTON | DC | 20001 | PC | MISSOURI READING CORPS | $25,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION - LISC | |||||||
| 600 BROADWAY SUITE 280 | KANSAS CITY | MO | 641051536 | PC | GREATER KANSAS CITY LISC OPERATING BUDGET | $100,000 | |
| LUNG CANCER RESEARCH FOUNDATION | |||||||
| 155 EAST 55TH ST SUITE 6H | NEW YORK | NY | 10022 | PC | GRANT FOR MATCH | $10,000 | |
| LYRIC OPERA OF KANSAS CITY INC | |||||||
| 1725 HOLMES STREET | KANSAS CITY | MO | 64108 | PC | SUPPORT FOR ONGOING PROGRAMS AND OPERATIONS. | $19,000 | |
| MEDICAL SOCIETY OF JOHNSON & WYANDOTTE COUNTIES FOUNDATION | |||||||
| 6405 METCALF AVENUE SUITE 507 | SHAWNEE MISSION | KS | 66202 | PC | TRANSLATION SERVICES FOR ACCESS TO CARE | $25,000 | |
| METROPOLITAN COMMUNITY COLLEGE FOUNDATION | |||||||
| 3200 BROADWAY | KANSAS CITY | MO | 64111 | PC | FUNDS TO SUPPORT HENRY W. BLOCH SCHOLARS DURING 2016 | $48,997 | |
| METROPOLITAN LUTHERAN MINISTRY | |||||||
| 3031 HOLMES ST | KANSAS CITY | MO | 641091435 | PC | GRANT FOR MATCH | $10,000 | |
| METROPOLITAN LUTHERAN MINISTRY | |||||||
| 3031 HOLMES ST | KANSAS CITY | MO | 641091435 | PC | THE FAMILY EMPOWERMENT CONTINUUM | $20,000 | |
| MID AMERICA ASSISTANCE COALITION | |||||||
| 1 WEST ARMOUR BLVD SUITE 301 | KANSAS CITY | MO | 64111 | PC | ONGOING PROGRAMS AND OPERATIONS | $25,000 | |
| MID-AMERICA ARTS ALLIANCE | |||||||
| 2018 BALTIMORE AVE | KANSAS CITY | MO | 641081914 | PC | KANSAS CITY AREA CULTURAL PROGRAMMING | $10,000 | |
| MILES OF SMILES | |||||||
| 5536 NE ANTIOCH ROAD | KANSAS CITY | MO | 641192301 | PC | GRANT FOR MATCH | $200 | |
| MISSOURI & KANSAS 2020 VISION | |||||||
| 4223 NORTH 127TH STREET | KANSAS CITY | KS | 661093182 | PC | 20/20 LEADERSHIP -- OUT OF SCHOOL PROGRAM (OST) | $20,000 | |
| MISSOURI COLLEGES FUND INC | |||||||
| 3401 W TRUMAN BLVD STE 202 | JEFFERSON CITY | MO | 65109 | PC | FUNDS TO SUPPORT SCHOLARSHIPS FOR TEACHERS ATTENDING KANSAS CITY AREA PRIVATE COLLEGES AND UNIVERSITIES. | $2,500 | |
| MOCSA | |||||||
| 3100 BROADWAY SUITE 400 | KANSAS CITY | MO | 64111 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $11,000 | |
| MORNINGSIDE COLLEGE | |||||||
| 1501 MORNINGSIDE AVENUE | SIOUX CITY | IA | 511061751 | PC | GRANT FOR MATCH | $500 | |
| NEBRASKA HUMANE SOCIETY | |||||||
| 8929 FORT ST | OMAHA | NE | 681342842 | PC | GRANT FOR MATCH | $10,000 | |
| NEIGHBORHOODS RISING FUND | |||||||
| MOHART MULTIPURPOSE CENTER 3200 | KANSAS CITY | MO | 64109 | PC | A COLLABORATIVE GRANTMAKING BODY FOR NEIGHBORHOOD IMPROVEMENT PROJECTS | $10,000 | WAYNE |
| NEW REFORM TEMPLE | |||||||
| 6400 WENNOGA TERRACE | MISSION HILLS | KS | 66208 | PC | GRANT FOR MATCH | $5,000 | |
| NEWHOUSE | |||||||
| PO BOX 240019 | KANSAS CITY | MO | 641240019 | PC | NEW BEGINNINGS CAMPAIGN | $50,000 | |
| NORTH KANSAS CITY SCHOOLS EDUCATION FOUNDATION | |||||||
| 2000 NE 46TH STREET | KANSAS CITY | MO | 64116 | PC | EVALUATION OF THE ACADEMIC IMPACT OF EXTENDED SCHOOL YEAR | $10,000 | |
| NORTHEAST COMMUNITY CENTER | |||||||
| 544 WABASH ST | KANSAS CITY | MO | 64124 | PC | FUNDS TO SUPPORT EXPANSION OF THE HARMONY PROJECT KC | $7,500 | |
| NORTHWESTERN COLLEGE | |||||||
| 101 7TH ST SW | ORANGE CITY | IA | 510411923 | PC | GRANT FOR MATCH | $125 | |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST RM 1-400 | EVANSTON | IL | 60201 | PC | GRANT FOR MATCH | $200 | |
| OPERATION BREAKTHROUGH | |||||||
| 3039 TROOST AVENUE | KANSAS CITY | MO | 64109 | PC | OB EARLY LEARNING COLLABORATIVE | $20,000 | |
| OWENCOX DANCE GROUP | |||||||
| 3925 MAIN STREET SUITE B | KANSAS CITY | MO | 64111 | PC | TAKE THE STAGE PROGRAM EXPANSION | $5,000 | |
| OZANAM | |||||||
| 421 E 137TH ST | KANSAS CITY | MO | 64145 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. | $6,500 | |
| PAN AMERICAN ASSOCIATION OF KANSAS CITY | |||||||
| PO BOX 7028 | KANSAS CITY | MO | 64113 | PC | GRAND BOULEVARD OF THE AMERICAS HIGH SCHOOL STUDENT EDUCATION THROUGH ART COMPETITION | $2,500 | |
| PEMBROKE HILL SCHOOL | |||||||
| 400 W 51ST STREET | KANSAS CITY | MO | 64112 | PC | GRANT FOR MATCH | $1,000 | |
| POLICE FOUNDATION OF KANSAS CITY | |||||||
| PO BOX 901950 | KANSAS CITY | MO | 64190 | PC | GENERAL SUPPORT | $5,000 | |
| PREP-KC | |||||||
| 800 W 47TH ST SUITE 525 | KANSAS CITY | MO | 64112 | PC | PREP-KC LITERACY BENCHMAKRING EXPANSION | $25,000 | |
| RAVENWOOD NATURAL SCIENCE CENTER | |||||||
| PO BOX 1314 | WHITEFISH | MT | 59937 | PC | GRANT FOR MATCH | $815 | |
| RECONCILIATION SERVICES | |||||||
| 3101 TROOST AVENUE | KANSAS CITY | MO | 64109 | PC | OPEN THE DOORS TO PROSPERITY | $20,000 | |
| RESTART INC | |||||||
| 918 E 9TH STREET | KANSAS CITY | MO | 64106 | PC | PROCEEDS FROM THE SALE OF AHAP TAX CREDITS | $14,850 | |
| ROSE BROOKS CENTER | |||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | PC | ROSE BROOKS CENTER WEB-BASED DOMESTIC VIOLENCE TRAINING IMPLEMENTATION | $25,000 | |
| ROTARY CLUB YOUTH CAMP ASSOCIATION INC | |||||||
| 22310 NE COLBERN ROAD | LEES SUMMIT | MO | 640865765 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. | $2,500 | |
| SAFEHOME INC | |||||||
| PO BOX 4563 | OVERLAND PARK | KS | 662040563 | PC | SAFEHOME HEALTH AND SAFETY IMPROVEMENTS | $15,000 | |
| SECONDARY TRAUMA RESOURCE CENTER | |||||||
| PO BOX 7101 | KANSAS CITY | MO | 64113 | PC | BLOCH ENTREPRENEURSHIP DEVELOPMENT SERVICES | $10,000 | |
| SETON CENTER INC | |||||||
| 2816 E 23RD STREET | KANSAS CITY | MO | 64127 | PC | BOX TRUCK | $12,000 | |
| SHAWNEE MISSION EDUCATION FOUNDATION | |||||||
| 8200 W 71ST STREET | SHAWNEE MISSION | KS | 66204 | PC | JUMP START | $10,000 | |
| SHEFFIELD PLACE | |||||||
| 6604 EAST 12TH STREET | KANSAS CITY | MO | 64126 | PC | ONGOING OPERATIONS AND PROGRAMMING | $6,500 | |
| SHEPHERD'S NOOK FOOD PANTRY | |||||||
| PO BOX 503 | SALEM | MO | 655600503 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. | $5,000 | |
| SKILLS TO SUCCEED | |||||||
| ONE HR BLOCK WAY | KANSAS CITY | MO | 64105 | PC | GRANT FOR MATCH | $100 | |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| 2101 W 67TH ST | MISSION HILLS | KS | 66208 | PC | GRANT FOR MATCH | $1,000 | |
| ST AGNES CATHOLIC SCHOOL | |||||||
| 5130 MISSION RD | ROELAND PARK | KS | 66205 | PC | GRANT FOR MATCH | $1,000 | |
| ST JOSEPH SCHOOL | |||||||
| 520 E NORTHVIEW | MCPHERSON | KS | 67460 | PC | GRANT FOR MATCH | $1,000 | |
| SUMMERFEST CONCERTS INC | |||||||
| PO BOX 22697 | KANSAS CITY | MO | 64113 | PC | ONGOING OPERATING SUPPORT | $3,500 | |
| SUNFLOWER HOUSE | |||||||
| 15440 WEST 65TH STREET | SHAWNEE | KS | 66217 | PC | FIRE SPRINKLER SYSTEM REPLACEMENT | $28,000 | |
| SYNERGY SERVICES | |||||||
| 400 E 6TH ST | PARKVILLE | MO | 641523703 | PC | FUNDS TO SUPPORT THE CAPITAL CAMPAIGN | $37,500 | |
| TALBOT HOSPICE FOUNDATION INC | |||||||
| 586 CYNWOOD DR | EASTON | MD | 21601 | PC | GRANT FOR MATCH | $1,500 | |
| THE CHILDREN'S PLACE | |||||||
| 2 EAST 59TH STREET | KANSAS CITY | MO | 641132116 | PC | FUNDS TO SUPPORT INITIAL YEAR OF AN ADMINISTRATIVE SPECIALIST POSITION. | $20,000 | |
| THE COTERIE | |||||||
| 2450 GRAND BLVD SUITE 144 | KANSAS CITY | MO | 64108 | PC | SUPPORT FOR ONGOING PROGRAMS AND OPERATIONS. | $9,000 | |
| THE LAUNCHCODE FOUNDATION | |||||||
| SPRINT ACCELERATOR 1ST FLOOR 210 W | KANSAS CITY | MO | 64108 | PC | LAUNCHCODE KANSAS CITY | $20,000 | 19TH TERRACE |
| THE NATURE CONSERVANCY KANSAS CHAPTER | |||||||
| 2420 NW BUTTON ROAD | TOPEKA | KS | 66618 | PC | TO SUPPORT THE CONSERVATION OF LANDS AND WATERS THAT BENEFIT INDIVIDUALS RESIDING IN THE GREATER KANSAS CITY AREA, INCLUDING JOHNSON AND WYANDOTTE COUNTIES IN KANSAS | $5,000 | |
| THE NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | PC | GRANT FOR MATCH | $25,000 | |
| THE OHIO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 710811 | COLUMBUS | OH | 432710811 | PC | GRANT FOR MATCH | $485 | |
| THE PAUL MESNER PUPPETS INC | |||||||
| 1006 LINWOOD BLVD | KANSAS CITY | MO | 64105 | PC | WORKSHOP EXPANSION AND DEVELOPMENT | $4,000 | |
| THE RABBIT HOLE | |||||||
| 110 SOUTHWEST BOULEVARD | KANSAS CITY | MO | 64108 | PC | TESTING AND DEMONSTRATING IMMERSIVE STORYBOOK ENVIRONMENTS | $15,000 | |
| THE SHEPHERD'S CENTER KANSAS CITY CENTRAL | |||||||
| PO BOX 32844 | KANSAS CITY | MO | 64171 | PC | SUPPORT FOR ONGOING PROGRAMS AND OPERATIONS. | $5,500 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| ONE HR BLOCK WAY | KANSAS CITY | MO | 64105 | PC | GRANT FOR MATCH | $200 | |
| TRUMAN STATE UNIVERSITY FOUNDATION | |||||||
| 100 EAST NORMAL 205 MCCLAIN HALL | KIRKSVILLE | MO | 63501 | PC | GRANT FOR MATCH | $500 | |
| US NAVY MEMORIAL FOUNDATION | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64112 | PC | GRANT FOR MATCH | $200 | |
| UMKC FOUNDATION | |||||||
| 202 ADMINISTRATIVE CENTER | KANSAS CITY | MO | 64112 | PC | FUNDS TO SUPPORT HENRY W. BLOCH SCHOLARS DURING 2016 | $185,215 | |
| UMKC FOUNDATION | |||||||
| 202 ADMINISTRATIVE CENTER | KANSAS CITY | MO | 64112 | PC | GRANT FOR MATCH | $6,520 | |
| UMKC FOUNDATION | |||||||
| 202 ADMINISTRATIVE CENTER | KANSAS CITY | MO | 64112 | PC | FUNDS TO SUPPORT EMERGENCY ASSISTANCE AND EXPANDED DEVELOPMENT ACTIVITIES FOR HENRY W. BLOCH SCHOLARS DURING 2016 | $231 | |
| UNICORN THEATRE | |||||||
| 3828 MAIN STREET | KANSAS CITY | MO | 641111915 | PC | ONGOING OPERATING SUPPORT | $9,000 | |
| UNITED FUND OF TALBOT COUNTY | |||||||
| 121 N WASHINGTON ST | EASTON | MD | 21601 | PC | GRANT FOR MATCH | $3,500 | |
| UNITED SERVICE ORGANIZATIONS | |||||||
| 4801 MAIN STREET SUITE 1000 | KANSAS CITY | MO | 64112 | PC | GRANT FOR MATCH | $400 | |
| UNITED WAY OF GREATER KANSAS CITY | |||||||
| 801 WEST 47TH STREET SUITE 500 | KANSAS CITY | MO | 641121239 | PC | GRANT FOR MATCH | $15,996 | |
| UNITED WAY OF GREATER KANSAS CITY | |||||||
| 801 WEST 47TH STREET SUITE 500 | KANSAS CITY | MO | 641121239 | PC | FUNDS TO SUPPORT THE UNITED WAY DIVERSITY AND INCLUSION EFFORT | $50,000 | |
| UNITED WAY OF GREATER KANSAS CITY | |||||||
| 801 WEST 47TH STREET SUITE 500 | KANSAS CITY | MO | 641121239 | PC | FUNDS TO SUPPORT THE MY VERY OWN LIBRARY KANSAS CITY PROJECT | $10,000 | |
| UNITED WAY OF GREATER KANSAS CITY | |||||||
| 801 WEST 47TH STREET SUITE 500 | KANSAS CITY | MO | 641121239 | PC | ONGOING OPERATION OF 2-1-1 | $15,000 | |
| UNIVERSITY ACADEMY | |||||||
| 6801 HOLMES ROAD | KANSAS CITY | MO | 64131 | PC | SUMMER COLLEGE PREP PROGRAM EXPANSION | $20,000 | |
| UNIVERSITY OF CALIFORNIA-SANTA BARBARA | |||||||
| ONE HR BLOCK WAY | KANSAS CITY | MO | 64105 | PC | GRANT FOR MATCH | $500 | |
| UNIVERSITY OF MISSOURI-COLUMBIA | |||||||
| 109 REYNOLDS ALUMNI CENTER | COLUMBIA | MO | 65211 | PC | GRANT FOR MATCH | $4,790 | |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 465565612 | PC | GRANT FOR MATCH | $1,000 | |
| UNIVERSITY OF VIRGINIA - LAW SCHOOL FOUNDATION | |||||||
| 580 MASSIE ROAD | CHARLOTTESVILLE | VA | 22901 | PC | GRANT FOR MATCH | $500 | |
| UNIVERSITY OF WISCONSIN EAU CLAIRE FOUNDATION | |||||||
| FOOT LOCKER INC 112 W 34 ST | NEW YORK | NY | 10120 | PC | GRANT FOR MATCH | $5,000 | |
| VASSAR COLLEGE | |||||||
| ONE HR BLOCK WAY | KANSAS CITY | MO | 64105 | PC | GRANT FOR MATCH | $5,000 | |
| VILLAGE PRESBYTERIAN CHURCH ENDOWMENT TRUST | |||||||
| 6641 MISSION RD | PRAIRIE VLG | KS | 662081702 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. | $500 | |
| WELCOME HOUSE INC | |||||||
| 1414 E 27TH ST | KANSAS CITY | MO | 64108 | PC | WET PIPE SPRINKLER SYSTEM | $10,000 | |
| WESLEYAN UNIVERSITY | |||||||
| ONE HR BLOCK WAY | KANSAS CITY | MO | 64105 | PC | GRANT FOR MATCH | $100 | |
| WHITEFISH LAKE INSTITUTE | |||||||
| 550 EAST 1ST ST 103 | WHITEFISH | MT | 59937 | PC | GRANT FOR MATCH | $100 | |
| 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 | $100 | |
| WILDWOOD OUTDOOR EDUCATION CENTER | |||||||
| 1403 SOUTHWEST BLVD STE 2B | KANSAS CITY | KS | 66103 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. | $6,500 | |
| WONDERSCOPE CHILDREN'S MUSEUM OF KANSAS CITY | |||||||
| 3261 ROANOKE | KANSAS CITY | MO | 64111 | PC | EXHIBITION RENOVATION AND EXPANSION | $10,000 | |
| WYE RIVER UPPER SCHOOL INC | |||||||
| 316 S COMMERCE ST | CENTERVILLE | MD | 21617 | PC | GRANT FOR MATCH | $5,000 | |
| YOUNG WOMEN ON THE MOVE | |||||||
| 2907 NORTH 81ST STREET | KANSAS CITY | KS | 66109 | PC | PURCHASE A 15-PASSENGAR VAN | $5,000 | |
| YOUTH AMBASSADORS INC | |||||||
| 7309 HIGH DRIVE | PRAIRE VILLAGE | KS | 66208 | PC | MARY KELLY CENTER NEW SITE | $10,000 | |
| YOUTH SYMPHONY OF KANSAS CITY | |||||||
| 209 W 18TH STREET | KANSAS CITY | MO | 64108 | PC | ONGOING OPERATIONS AND PROGRAMMING | $4,000 | |
| YOUTH VOLUNTEER CORPS | |||||||
| 1025 JEFFERSON ST | KANSAS CITY | MO | 64105 | PC | YOUTH VOLUNTEER CORPS SERVICE-LEARNING LIBRARY | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,669,266 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHWC INC | ||||||
| 2 SOUTH 14TH STREET | KANSAS CITY | KS | 661025041 | PC | COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION | $25,000 |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||
| 1055 BROADWAY BOULEVARD STE 130 | KANSAS CITY | MO | 64105 | PC | EARLY EDUCATION FUNDERS COLLABORATIVE 2017 | $100,000 |
| LOCAL INITIATIVES SUPPORT CORPORATION - LISC | ||||||
| 600 BROADWAY SUITE 280 | KANSAS CITY | MO | 641051536 | PC | GREATER KANSAS CITY LISC OPERATING BUDGET | $100,000 |
| NORTHLAND EARLY EDUCATION CENTER | ||||||
| 8630 NORTH OAK TRAFFICWAY | KANSAS CITY | MO | 64155 | PC | NEEC CAPITAL CAMPAIGN | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $275,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,921 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $723,609 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,848 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,758,885 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,477,773 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,023,490 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,023,490 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H&R BLOCK INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HR BLOCK WAY | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $208,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $60,060 | Amt |
| Net Investment Income | $57,453 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,607 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| 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. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIMENSIONAL EMERGING MARKETS FUND | FMV | $2,447,407 | $2,447,407 |
| FIR TREE INTERNATIONAL VALUE FUND | FMV | $1,458,531 | $1,458,531 |
| GRUSS GLOBAL INVESTORS MASTER FUND | FMV | $1,708,334 | $1,708,334 |
| OCTAVIAN OFFSHORE FUND | FMV | $16,929 | $16,929 |
| SSGA INTERMEDIATE US GOVT BOND FUND | FMV | $0 | $0 |
| SSGA RUSSELL 3000 LENDING INDEX CTF | FMV | $0 | $0 |
| SSGA MSCI EAFE INDEX | FMV | $0 | $0 |
| VANGUARD DIVIDEND APPRECIATION FUND | FMV | $1,764,537 | $1,764,537 |
| WELLINGTON CTF DIH | FMV | $2,158,741 | $2,158,741 |
| COLCHESTER | FMV | $1,287,413 | $1,287,413 |
| FRANKLIN TEMPLETON | FMV | $2,116,411 | $2,116,411 |
| WINGATE PARTNERS | FMV | $276,808 | $276,808 |
| CID CAPITAL | FMV | $472,708 | $472,708 |
| DODDINGTON GLOBAL FUND LLC | FMV | $0 | $0 |
| VANGUARD EMERGING MARKETS | FMV | $2,276,345 | $2,276,345 |
| COMMER TORTOISE | FMV | $1,321,951 | $1,321,951 |
| LAZARD GLOBAL | FMV | $1,487,440 | $1,487,440 |
| SEMPER VIC | FMV | $2,547,331 | $2,547,331 |
| RIVERVEST VENTURE FUND | FMV | $397,448 | $397,448 |
| WELLINGTON CTF DURABLE | FMV | $1,476,082 | $1,476,082 |
| OAKWOOD REAL ESTATE PARTNERS II | FMV | $658,830 | $658,830 |
| ARTISAN GLOBAL VALUE FUND | FMV | $2,541,020 | $2,541,020 |
| JOHN HANCOCK GLOBAL ABSOLUTE | FMV | $1,320,816 | $1,320,816 |
| VANGUARD DEVELOPED MARKETS | FMV | $8,292,542 | $8,292,542 |
| VANGUARD RUSSELL 3000 | FMV | $11,946,410 | $11,946,410 |
| VANGUARD INTERMEDIATE US GOVT BOND FUND | FMV | $6,040,238 | $6,040,238 |
| DOVER STREET IX CAYMAN FUND | FMV | $63,816 | $63,816 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,400 | LegalFeesAmt |
| Net Investment Income | $70 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,330 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM MARION AND HENRY BLOCH FAMILY FOUNDATION | Desc |
| BOY Book Value | $27,773 | BOYBookValueAmt |
| EOY Book Value | $27,046 | EOYBookValueAmt |
| EOYFMV | $27,046 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $11,145 | $0 | $11,145 |
| SPECIAL EVENT EXPENSE | $1,576 | $79 | $1,497 |
| VOLUNTEER PROGRAM COSTS | $3,182 | $0 | $3,182 |
| INSURANCE-GENERAL | $4,829 | $0 | $483 |
| MISCELLANEOUS | $6,307 | $315 | $5,992 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME (LOSS) FROM SCHEDULES K-1 | $290,131 | ||
| OTHER INVESTMENT INCOME | $14,848 | $14,848 | $14,848 |
| UNREALIZED GAIN (LOSS) ON INVESTMENTS | -$1,477,773 | -$1,477,773 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO HRB MANAGEMENT, INC. | Desc |
| BOY Book Value | $50,274 | BOYBookValueAmt |
| EOY Book Value | $49,158 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR AND SERVICE FEES | $305,299 | $249,729 | $0 |
| MANAGEMENT FEES | $299,278 | $14,964 | $284,314 |
| CONSULTING FEES | $8,830 | $0 | $8,830 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $91,354 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |