2017-10-20T08:47:43-05:00 2016-12-31 420714325 RSM US LLP 201 FIRST ST SE SUITE 800 CEDAR RAPIDS IA 52401 990PF 2016-01-01 237378232 H & R BLOCK FOUNDATION H&RB 8168544361 1 H AND R BLOCK WAY KANSAS CITY MO 641051905 DAVID P MILES PRESIDENT 8168544361 2017-10-13 1 CARLEY UMSTEAD P00982177 3192985333 108.171.131.189 2017-10-13 16:13:22 CD P 656274256C426902BAE5426111F9E7B4E80C08A9 99601D3132F1E31F6862A7C077C0948039A20E61 2016 2021-01-29 14:40:06Z X 57472195 X 208500 3921 3921 723609 478682 4758885 33221941 0 -1462925 304979 4231990 787582 0 0 0 1400 70 1330 60060 57453 2607 613407 264693 293144 91354 0 0 13416 1073 12343 12724 1272 11452 27039 394 22299 819400 324955 343175 2669266 2669266 3488666 324955 3012441 743324 462627 3736788 3367061 3367061 52965426 54078088 54078088 27773 27046 27046 56729987 57472195 57472195 50274 49158 50274 49158 X 35584560 35584560 0 0 21095153 21838477 56679713 57423037 56729987 57472195 56679713 743324 0 57423037 0 57423037 LONG-TERM CAPITAL GAIN DISTRIBUTION 32497 32497 32497 TORTOISE 279764 411633 -131869 -131869 PASSTHROUGH FROM SCH K-1 TORTOISE 229 229 229 WELLINGTON DIVERSIFIED 17297 25924 -8627 -8627 PASSTHROUGH FROM SCH K-1 WELLINGTON DIVERSIFIED 37408 37408 37408 WELLINGTON DURABLES 11569 10735 834 834 PASSTHROUGH FROM SCH K-1 WELLINGTON DURABLES 5179 -5179 -5179 CHARLES SCHWAB 312054 356874 -44820 -44820 VANGUARD 6361 6361 6361 DODDINGTON 2080898 2086279 -5381 -5381 PASSTHROUGH FROM SCH K-1 DODDINGTON 237132 -237132 -237132 SEMPER VIC 484098 434519 49579 49579 OCTAVIAN 56064 70170 -14106 -14106 COLCHESTER 0 0 PASSTHROUGH FROM SCH K-1 COLCHESTER 5730 -5730 -5730 SSGA RUSSELL 3000 13474261 13861830 -387569 -387569 PASSTHROUGH FROM SCH K-1 SSGA RUSSELL 3000 650957 650957 650957 SSGA MSCI 9461891 9874054 -412163 -412163 PASSTHROUGH FROM SCH K-1 SSGA MSCI 8885 8885 8885 SSGA US GOV 6224065 6624759 -400694 -400694 PASSTHROUGH FROM SCH K-1 SSGA US GOV 63431 63431 63431 OAKWOOD II 345 -345 -345 WINGATE 17982 17982 0 0 PASSTHROUGH FROM SCH K-1 WINGATE 156283 -156283 -156283 CID CAPITAL OPPORTUNITY II 2230 2230 2230 DOVER STREET 4612 -4612 -4612 -962099 0 3074705 59711766 0.051492 3506488 63603473 0.055130 3193717 61150004 0.052228 1930600 57048831 0.033841 2929595 58100755 0.050423 0.243114 0.048623 58731668 2855710 4626 2860336 3012441 X 4626 0 4626 0 4626 95935 50000 145935 141309 141309 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, 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 59260 6561 0 CAREY WILKERSON LOONEY - SEE STMT 1 1 H R BLOCK WAY KANSAS CITY MO 64105 VICE PRESIDENT & SECRETARY 28.00 58828 12052 0 NONE 0 HRB MANAGEMENT INC 1 H R BLOCK WAY KANSAS CITY MO 64105 MANAGEMENT 314947 CAMBRIDGE ASSOCIATES LLC 100 SUMMER STREET BOSTON MA 02110 INVESTMENT ADVISOR 125886 0 0 55427715 4198344 0 59626059 0 0 59626059 894391 58731668 2936583 2936583 4626 4626 2931957 0 2931957 0 2931957 3012441 0 3012441 4626 3007815 2931957 0 0 94841 199167 397772 242131 933911 3012441 0 0 0 2931957 80484 0 0 1014395 0 0 0 0 0 0 94841 919554 199167 397772 242131 80484 H R BLOCK FOUNDATION ONE HR BLOCK WAY KANSAS CITY MO 64105 8168544361 VISIT HRBLOCKFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES. VISIT HRBLOCKFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES. THE FOUNDATION PREFERS TO SUPPORT PROJECTS AND PROGRAMS THAT STRIVE FOR EXCELLENCE, IMPROVE SERVICE FOR CLIENTS AND STRENGTHEN THE ORGANIZATION. A MAJOR EMPHASIS IS PLACED ON SUPPORT OF ACTIVITIES THAT SERVE UNDERSERVED, LOW-INCOME PERSONS LIVING IN JACKSON, CLAY, AND PLATTE COUNTIES IN MISSOURI, AND WYANDOTTE AND JOHNSON COUNTIES IN KANSAS. ABILITY KC 3011 BALTIMORE AVENUE KANSAS CITY MO 64108 PC FUNDS TO SUPPORT THE RIKC - CHILDREN'S TLC MERGER. 36500 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 TOPPING AVE KANSAS CITY MO 64129 PC FUNDS TO SUPPORT EXPANSION OF PRODUCE PROCUREMENT. 20000 ALPINE THEATRE PROJECT PO BOX 1959 WHITEFISH MT 59937 PC GRANT FOR MATCH 1500 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 10000 ARGENTINE NEIGHBORHOOD DEVELOPMENT ASSOCIATION 2502 STRONG AVE KANSAS CITY KS 66106 PC ANDA CAPACITY BUILDING PROJECT 15000 ARMOURDALE RENEWAL ASSOCIATION 730 OSAGE AVE KANSAS CITY KS 66105 PC SUMMER YOUTH PROGRAM CULTURAL ARTS AND PROMOTIONAL EXPANSION 2017 7500 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 10000 ARTS KC-REGIONAL ARTS COUNCIL 106 SOUTHWEST BOULEVARD KANSAS CITY MO 641081924 PC ARTSKC FUND - CATALYST CATEGORY 35000 ASCENSION CATHOLIC SCHOOL ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 1000 AZLE LIONS CLUB FOUNDATION PO BOX 211 AZLE TX 76098 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. 2500 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 5000 BEN FRANKLIN ACADEMY 2270 PLAZA DR HIGHLANDS RANCH CO 80129 PC GRANT FOR MATCH 5000 BETHEL NEIGHBORHOOD CENTER 14 S 7TH ST KANSAS CITY KS 66101 PC MAGNIFYING THE LIGHT & HOPE CAPITAL CAMPAIGN 30000 BILLINGS CENTRAL CATHOLIC HIGH 3 BROADWATER AVE BILLINGS MT 59101 PC GRANT FOR MATCH 1000 BLUFORD HEALTHCARE LEADERSHIP INSTITUTE 7900 LEES SUMMIT ROAD KANSAS CITY MO 64139 PC FUNDS TO ASSIST WITH BUSINESS MODEL PLANNING 5000 CAMPS FOR KIDS 8014 STATE LINE RD STE 103 LEAWOOD KS 66208 PC FUNDS TO SUPPORT SCHOLARSHIPS FOR CHILDREN TO ATTEND SUMMER CAMP. 6500 CASA OF JOHNSON & WYANDOTTE COUNTIES 5700 BROADMOOR SUITE 201 MISSION KS 66202 PC ONGOING OPERATIONS AND PROGRAMMING 4500 CENTER FOR DEVELOPMENTALLY DISABLED 1010 W 39TH STREET KANSAS CITY MO 641113880 PC IMPROVING ACCESSIBILITY 3500 CENTRAL METHODIST UNIVERSITY 411 CENTRAL METHODIST SQUARE FAYETTE MO 652481104 PC GRANT FOR MATCH 1000 CHARLOTTE STREET FOUNDATION 3200 BROADWAY KANSAS CITY MO 64068 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. 6000 CHWC INC 2 SOUTH 14TH STREET KANSAS CITY KS 661025041 PC COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION 35000 CITIZENS OF THE WORLD CHARTER SCHOOLS - KANSAS CITY 3435 BROADWAY KANSAS CITY MO 64111 PC CITIZENS OF THE WORLD - KANSAS CITY 40000 CITY OF KANSAS CITY MISSOURI 4TH FLOOR CITY HALL SUITE 402 414 EAST 12TH STREET KANSAS CITY MO 641062768 PC MAKET VALUE ANALYSIS 10000 CITY UNION MISSION 1100 E 11TH ST KANSAS CITY MO 641063028 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. 2500 CLAY COUNTY CLOTHES CLOSET 3939 N CLEVELAND AVE KANSAS CITY MO 64117 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 2500 CORBETT PREP SCHOOL OF IDS 12015 ORANGE GROVE DR TAMPA FL 336183699 PC GRANT FOR MATCH 1000 CROSS-LINES COMMUNITY OUTREACH 736 SHAWNEE AVENUE KANSAS CITY KS 66105 PC HOPE FOR A BETTER TOMORROW 25000 CROSSROADS ACADEMY OF KANSAS CITY 1015 CENTRAL KANSAS CITY MO 64105 PC CONSCIOUS COMMUNICATIONS 30000 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 69068 EMPORIA STATE UNIVERSITY FOUNDATION 1500 HIGHLAND ST EMPORIA KS 668015018 PC GRANT FOR MATCH 1000 EPISCOPAL COMMUNITY SERVICES 11 E 40TH ST KANSAS CITY MO 641114909 PC COMMUNITY CARE 25000 EPSTEN GALLERY 5500 W 123RD ST OVERLAND PARK KS 66209 PC 2016 VISITING ARTIST SERIES AT THE EPSTEN GALLERY 2500 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 14500 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 6550 FRONT PORCH ALLIANCE 4520 MAIN STREET SUITE 1100 KANSAS CITY MO 64111 PC GRANT FOR MATCH 1250 GLACIER NATIONAL PARK CONSERVANCY PO BOX 2749 COLUMBIA FALLS MT 59912 PC GRANT FOR MATCH 1000 GOOD NEWS LIVING AT HOMEBLOCK NURSE PROGRAM 133 E MAIN ST SUITE B AZLE TX 76020 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. 2500 GREATER KC LINC INC 3100 BROADWAY SUITE 1100 KANSAS CITY MO 64111 PC GRANT FOR MATCH 13336 GREATER KANSAS CITY COMMUNITY FOUNDATION 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 PC FUNDS TO SUPPORT COLLABORATIVE GRANT MAKING ACTIVITIES DURING 2016. 50000 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. 424000 GREATER KANSAS CITY COMMUNITY FOUNDATION 4420 WARWICK BLVD KANSAS CITY MO 64111 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. 9000 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. 10000 HABITAT FOR HUMANITY KANSAS CITY 1423 E LINWOOD BLVD KANSAS CITY MO 641091914 PC MERGER PROJECT: HEARTLAND HABITAT AND HABITAT FOR HUMANITY KANSAS CITY 15000 HARRIMAN-JEWELL SERIES 500 COLLEGE HILL BOX 1015 LIBERTY MO 64068 PC SUPPORT FOR ONGOING PROGRAMS AND OPERATIONS. 9500 HARRISON COUNTY AGRICULTURAL SOCIETY PO BOX 84 CORYDON IN 47112 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. 5000 HARVESTERS - THE COMMUNITY FOOD NETWORK 3801 TOPPING AVE KANSAS CITY MO 641291744 PC ONGOING OPERATING SUPPORT 25000 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 10000 HEART OF AMERICA SHAKESPEARE FESTIVAL OF GREATER KANSAS CITY 3619 BROADWAY BLVD STE 2 KANSAS CITY MO 641112305 PC HASF MOVES TO MAIN STREET 15000 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 10000 IOWA STATE UNIVERSITY FOUNDATION 16005 BARTON ST OVERLAND PARK KS 66062 PC GRANT FOR MATCH 1000 JACKSON COUNTY CASA 2544 HOLMES KANSAS CITY MO 64108 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 11000 JEWISH FAMILY SERVICES 5801 W 115TH ST STE 103 OVERLAND PARK KS 662111800 PC MISSOURI OFFICE CAPITAL CAMPAIGN 75000 JOURNEY TO NEW LIFE INC 3120 TROOST AVENUE KANSAS CITY MO 64109 PC CAPITAL CAMPAIGN TO PURCHASE 3120 TROOST BUILDING 10000 KANSAS CITY ART INSTITUTE 4415 WARWICK BLVD KANSAS CITY MO 64111 PC H&R BLOCK ARTSPACE 18000 KANSAS CITY BALLET 500 WEST PERSHING ROAD KANSAS CITY MO 64108 PC ONGOING OPERATIONS AND PROGRAMMING 22000 KANSAS CITY CARE CLINIC 3515 BROADWAY KANSAS CITY MO 64111 PC PHARMACY IMPLEMENTATION 50000 KANSAS CITY FRIENDS OF ALVIN AILEY 1714 EAST 18TH STREET KANSAS CITY MO 64108 PC SUPPORT FOR ONGOING PROGRAMS AND OPERATIONS. 12500 KANSAS CITY REPERTORY THEATRE 4825 TROOST AVENUE SUITE 106 KANSAS CITY MO 64110 PC ONGOING OPERATING SUPPORT 15000 KANSAS CITY SYMPHONY 1703 WYANDOTTE ST SUITE 200 KANSAS CITY MO 64108 PC ONGOING OPERATIONS AND PROGRAMMING 25000 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 30000 KANSAS CITY YOUNG AUDIENCES 5601 WYANDOTTE ST KANSAS CITY MO 64113 PC HEART OF THE CITY KCYA CAPITAL CAMPAIGN 50000 KANSAS STATE UNIVERSITY FOUNDATION 1800 KIMBALL AVE STE 200 MANHATTAN KS 665023373 PC GRANT FOR MATCH 2400 KCPT- PUBLIC TELEVISION 19 125 EAST 31ST STREET KANSAS CITY MO 64108 PC KCPT BOILER SYSTEM REPLACEMENT AND REDUNDANCY UPGRADE 25000 KCPT- PUBLIC TELEVISION 19 5049 WORNALL RD 10EF KANSAS CITY MO 64112 PC GRANT FOR MATCH 1000 KU ENDOWMENT PO BOX 928 LAWRENCE KS 660440928 PC GRANT FOR MATCH 5200 KVC HEALTH SYSTEMS 21350 W 153RD ST OLATHE KS 66061 PC BUILDING FAMILIES 50000 LITERACY KANSAS CITY 211 W ARMOUR BLVD FL 3RD KANSAS CITY MO 641112023 PC REACH OUT AND READ - LITERACY KC MERGER EXPLORATION 10000 LITERACY KANSAS CITY 211 W ARMOUR BLVD FL 3RD KANSAS CITY MO 641112023 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. 2500 LITERACY LAB 1003 K STREET NW SUITE 500 WASHINGTON DC 20001 PC MISSOURI READING CORPS 25000 LOCAL INITIATIVES SUPPORT CORPORATION - LISC 600 BROADWAY SUITE 280 KANSAS CITY MO 641051536 PC GREATER KANSAS CITY LISC OPERATING BUDGET 100000 LUNG CANCER RESEARCH FOUNDATION 155 EAST 55TH ST SUITE 6H NEW YORK NY 10022 PC GRANT FOR MATCH 10000 LYRIC OPERA OF KANSAS CITY INC 1725 HOLMES STREET KANSAS CITY MO 64108 PC SUPPORT FOR ONGOING PROGRAMS AND OPERATIONS. 19000 MEDICAL SOCIETY OF JOHNSON & WYANDOTTE COUNTIES FOUNDATION 6405 METCALF AVENUE SUITE 507 SHAWNEE MISSION KS 66202 PC TRANSLATION SERVICES FOR ACCESS TO CARE 25000 METROPOLITAN COMMUNITY COLLEGE FOUNDATION 3200 BROADWAY KANSAS CITY MO 64111 PC FUNDS TO SUPPORT HENRY W. BLOCH SCHOLARS DURING 2016 48997 METROPOLITAN LUTHERAN MINISTRY 3031 HOLMES ST KANSAS CITY MO 641091435 PC GRANT FOR MATCH 10000 METROPOLITAN LUTHERAN MINISTRY 3031 HOLMES ST KANSAS CITY MO 641091435 PC THE FAMILY EMPOWERMENT CONTINUUM 20000 MID AMERICA ASSISTANCE COALITION 1 WEST ARMOUR BLVD SUITE 301 KANSAS CITY MO 64111 PC ONGOING PROGRAMS AND OPERATIONS 25000 MID-AMERICA ARTS ALLIANCE 2018 BALTIMORE AVE KANSAS CITY MO 641081914 PC KANSAS CITY AREA CULTURAL PROGRAMMING 10000 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) 20000 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. 2500 MOCSA 3100 BROADWAY SUITE 400 KANSAS CITY MO 64111 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 11000 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 10000 NEIGHBORHOODS RISING FUND MOHART MULTIPURPOSE CENTER 3200 WAYNE KANSAS CITY MO 64109 PC A COLLABORATIVE GRANTMAKING BODY FOR NEIGHBORHOOD IMPROVEMENT PROJECTS 10000 NEW REFORM TEMPLE 6400 WENNOGA TERRACE MISSION HILLS KS 66208 PC GRANT FOR MATCH 5000 NEWHOUSE PO BOX 240019 KANSAS CITY MO 641240019 PC NEW BEGINNINGS CAMPAIGN 50000 NORTH KANSAS CITY SCHOOLS EDUCATION FOUNDATION 2000 NE 46TH STREET KANSAS CITY MO 64116 PC EVALUATION OF THE ACADEMIC IMPACT OF EXTENDED SCHOOL YEAR 10000 NORTHEAST COMMUNITY CENTER 544 WABASH ST KANSAS CITY MO 64124 PC FUNDS TO SUPPORT EXPANSION OF THE HARMONY PROJECT KC 7500 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 20000 OWENCOX DANCE GROUP 3925 MAIN STREET SUITE B KANSAS CITY MO 64111 PC TAKE THE STAGE PROGRAM EXPANSION 5000 OZANAM 421 E 137TH ST KANSAS CITY MO 64145 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. 6500 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 2500 PEMBROKE HILL SCHOOL 400 W 51ST STREET KANSAS CITY MO 64112 PC GRANT FOR MATCH 1000 POLICE FOUNDATION OF KANSAS CITY PO BOX 901950 KANSAS CITY MO 64190 PC GENERAL SUPPORT 5000 PREP-KC 800 W 47TH ST SUITE 525 KANSAS CITY MO 64112 PC PREP-KC LITERACY BENCHMAKRING EXPANSION 25000 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 20000 RESTART INC 918 E 9TH STREET KANSAS CITY MO 64106 PC PROCEEDS FROM THE SALE OF AHAP TAX CREDITS 14850 ROSE BROOKS CENTER PO BOX 320599 KANSAS CITY MO 64132 PC ROSE BROOKS CENTER WEB-BASED DOMESTIC VIOLENCE TRAINING IMPLEMENTATION 25000 ROTARY CLUB YOUTH CAMP ASSOCIATION INC 22310 NE COLBERN ROAD LEES SUMMIT MO 640865765 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. 2500 SAFEHOME INC PO BOX 4563 OVERLAND PARK KS 662040563 PC SAFEHOME HEALTH AND SAFETY IMPROVEMENTS 15000 SECONDARY TRAUMA RESOURCE CENTER PO BOX 7101 KANSAS CITY MO 64113 PC BLOCH ENTREPRENEURSHIP DEVELOPMENT SERVICES 10000 SETON CENTER INC 2816 E 23RD STREET KANSAS CITY MO 64127 PC BOX TRUCK 12000 SHAWNEE MISSION EDUCATION FOUNDATION 8200 W 71ST STREET SHAWNEE MISSION KS 66204 PC JUMP START 10000 SHEFFIELD PLACE 6604 EAST 12TH STREET KANSAS CITY MO 64126 PC ONGOING OPERATIONS AND PROGRAMMING 6500 SHEPHERD'S NOOK FOOD PANTRY PO BOX 503 SALEM MO 655600503 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS. 5000 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 1000 ST AGNES CATHOLIC SCHOOL 5130 MISSION RD ROELAND PARK KS 66205 PC GRANT FOR MATCH 1000 ST JOSEPH SCHOOL 520 E NORTHVIEW MCPHERSON KS 67460 PC GRANT FOR MATCH 1000 SUMMERFEST CONCERTS INC PO BOX 22697 KANSAS CITY MO 64113 PC ONGOING OPERATING SUPPORT 3500 SUNFLOWER HOUSE 15440 WEST 65TH STREET SHAWNEE KS 66217 PC FIRE SPRINKLER SYSTEM REPLACEMENT 28000 SYNERGY SERVICES 400 E 6TH ST PARKVILLE MO 641523703 PC FUNDS TO SUPPORT THE CAPITAL CAMPAIGN 37500 TALBOT HOSPICE FOUNDATION INC 586 CYNWOOD DR EASTON MD 21601 PC GRANT FOR MATCH 1500 THE CHILDREN'S PLACE 2 EAST 59TH STREET KANSAS CITY MO 641132116 PC FUNDS TO SUPPORT INITIAL YEAR OF AN ADMINISTRATIVE SPECIALIST POSITION. 20000 THE COTERIE 2450 GRAND BLVD SUITE 144 KANSAS CITY MO 64108 PC SUPPORT FOR ONGOING PROGRAMS AND OPERATIONS. 9000 THE LAUNCHCODE FOUNDATION SPRINT ACCELERATOR 1ST FLOOR 210 W 19TH TERRACE KANSAS CITY MO 64108 PC LAUNCHCODE KANSAS CITY 20000 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 5000 THE NELSON GALLERY FOUNDATION 4525 OAK ST KANSAS CITY MO 64111 PC GRANT FOR MATCH 25000 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 4000 THE RABBIT HOLE 110 SOUTHWEST BOULEVARD KANSAS CITY MO 64108 PC TESTING AND DEMONSTRATING IMMERSIVE STORYBOOK ENVIRONMENTS 15000 THE SHEPHERD'S CENTER KANSAS CITY CENTRAL PO BOX 32844 KANSAS CITY MO 64171 PC SUPPORT FOR ONGOING PROGRAMS AND OPERATIONS. 5500 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 185215 UMKC FOUNDATION 202 ADMINISTRATIVE CENTER KANSAS CITY MO 64112 PC GRANT FOR MATCH 6520 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 9000 UNITED FUND OF TALBOT COUNTY 121 N WASHINGTON ST EASTON MD 21601 PC GRANT FOR MATCH 3500 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 15996 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 50000 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 10000 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 641121239 PC ONGOING OPERATION OF 2-1-1 15000 UNIVERSITY ACADEMY 6801 HOLMES ROAD KANSAS CITY MO 64131 PC SUMMER COLLEGE PREP PROGRAM EXPANSION 20000 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 4790 UNIVERSITY OF NOTRE DAME 1100 GRACE HALL NOTRE DAME IN 465565612 PC GRANT FOR MATCH 1000 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 5000 VASSAR COLLEGE ONE HR BLOCK WAY KANSAS CITY MO 64105 PC GRANT FOR MATCH 5000 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 10000 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. 6500 WONDERSCOPE CHILDREN'S MUSEUM OF KANSAS CITY 3261 ROANOKE KANSAS CITY MO 64111 PC EXHIBITION RENOVATION AND EXPANSION 10000 WYE RIVER UPPER SCHOOL INC 316 S COMMERCE ST CENTERVILLE MD 21617 PC GRANT FOR MATCH 5000 YOUNG WOMEN ON THE MOVE 2907 NORTH 81ST STREET KANSAS CITY KS 66109 PC PURCHASE A 15-PASSENGAR VAN 5000 YOUTH AMBASSADORS INC 7309 HIGH DRIVE PRAIRE VILLAGE KS 66208 PC MARY KELLY CENTER NEW SITE 10000 YOUTH SYMPHONY OF KANSAS CITY 209 W 18TH STREET KANSAS CITY MO 64108 PC ONGOING OPERATIONS AND PROGRAMMING 4000 YOUTH VOLUNTEER CORPS 1025 JEFFERSON ST KANSAS CITY MO 64105 PC YOUTH VOLUNTEER CORPS SERVICE-LEARNING LIBRARY 10000 2669266 CHWC INC 2 SOUTH 14TH STREET KANSAS CITY KS 661025041 PC COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION 25000 GREATER KANSAS CITY COMMUNITY FOUNDATION 1055 BROADWAY BOULEVARD STE 130 KANSAS CITY MO 64105 PC EARLY EDUCATION FUNDERS COLLABORATIVE 2017 100000 LOCAL INITIATIVES SUPPORT CORPORATION - LISC 600 BROADWAY SUITE 280 KANSAS CITY MO 641051536 PC GREATER KANSAS CITY LISC OPERATING BUDGET 100000 NORTHLAND EARLY EDUCATION CENTER 8630 NORTH OAK TRAFFICWAY KANSAS CITY MO 64155 PC NEEC CAPITAL CAMPAIGN 50000 275000 14 3921 14 723609 14 14848 18 4758885 UNREALIZED GAIN (LOSS) ON INVESTMENTS 14 -1477773 0 4023490 0 4023490 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 208500 X ACCOUNTING AND AUDIT FEES 60060 57453 2607 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 2447407 2447407 FIR TREE INTERNATIONAL VALUE FUND FMV 1458531 1458531 GRUSS GLOBAL INVESTORS MASTER FUND FMV 1708334 1708334 OCTAVIAN OFFSHORE FUND FMV 16929 16929 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 1764537 1764537 WELLINGTON CTF DIH FMV 2158741 2158741 COLCHESTER FMV 1287413 1287413 FRANKLIN TEMPLETON FMV 2116411 2116411 WINGATE PARTNERS FMV 276808 276808 CID CAPITAL FMV 472708 472708 DODDINGTON GLOBAL FUND LLC FMV 0 0 VANGUARD EMERGING MARKETS FMV 2276345 2276345 COMMER TORTOISE FMV 1321951 1321951 LAZARD GLOBAL FMV 1487440 1487440 SEMPER VIC FMV 2547331 2547331 RIVERVEST VENTURE FUND FMV 397448 397448 WELLINGTON CTF DURABLE FMV 1476082 1476082 OAKWOOD REAL ESTATE PARTNERS II FMV 658830 658830 ARTISAN GLOBAL VALUE FUND FMV 2541020 2541020 JOHN HANCOCK GLOBAL ABSOLUTE FMV 1320816 1320816 VANGUARD DEVELOPED MARKETS FMV 8292542 8292542 VANGUARD RUSSELL 3000 FMV 11946410 11946410 VANGUARD INTERMEDIATE US GOVT BOND FUND FMV 6040238 6040238 DOVER STREET IX CAYMAN FUND FMV 63816 63816 LEGAL FEES 1400 70 1330 DUE FROM MARION AND HENRY BLOCH FAMILY FOUNDATION 27773 27046 27046 INFORMATION TECHNOLOGY 11145 0 11145 SPECIAL EVENT EXPENSE 1576 79 1497 VOLUNTEER PROGRAM COSTS 3182 0 3182 INSURANCE-GENERAL 4829 0 483 MISCELLANEOUS 6307 315 5992 INCOME (LOSS) FROM SCHEDULES K-1 290131 OTHER INVESTMENT INCOME 14848 14848 14848 UNREALIZED GAIN (LOSS) ON INVESTMENTS -1477773 -1477773 DUE TO HRB MANAGEMENT, INC. 50274 49158 INVESTMENT ADVISOR AND SERVICE FEES 305299 249729 0 MANAGEMENT FEES 299278 14964 284314 CONSULTING FEES 8830 0 8830 TAXES 91354 0 0