MARION AND HENRY BLOCH FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARION AND HENRY BLOCH FAMILY FOUNDATION (EIN 45-4047901)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-12
- IRS object ID
- 201602569349100125
- Schema version
- 2015v2.1
- 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 | 2016-09-12T17:07:48-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 221 THIRD AVENUE SE STE 300 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454047901 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARION AND HENRY BLOCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | 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 | 2016-09-08 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $249,805,750 | 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 | $2,658,956 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $157 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $157 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,350,655 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,976,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,917,093 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,954,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,672,585 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$16,259,834 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,034,598 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$4,332,973 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,683,982 | 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 | $10,479 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $524 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,955 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $72,351 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $63,455 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,896 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,437,485 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $664,063 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $459,327 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $119,878 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,641 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $8,736 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $437 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,299 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,912 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,091 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,821 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,835 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $285 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,681,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $757,496 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $510,698 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,839,283 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,839,283 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,520,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $757,496 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,349,981 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,853,932 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,926,486 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $506,419 | CashBOYAmt |
| Cash EOY | $742,810 | CashEOYAmt |
| Cash EOYFMV | $742,810 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,629,228 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,768,587 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,768,587 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $256,521,912 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $232,934,215 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $232,934,215 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,360,138 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,360,138 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $268,657,559 | TotalAssetsBOYAmt |
| Total Assets EOY | $249,805,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $249,805,750 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $25,650 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $27,773 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,650 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,773 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $268,631,909 | UnrestrictedBOYAmt |
| Unrestricted EOY | $249,777,977 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $268,631,909 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $249,777,977 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $268,657,559 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $249,805,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $268,631,909 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,853,932 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $249,777,977 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $249,777,977 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| COMMERCE BONDS | $8,097,246 | $7,414,684 | $682,562 | $682,562 | |||
| OAKWOOD REAL ESTATE PARTNERS I | $0 | $0 | |||||
| CHARLES SCHWAB | $24,545,831 | $22,313,394 | $2,232,437 | $2,232,437 | |||
| SSGA US GOVT CREDIT BOND INDEX | $2,020,525 | $1,861,115 | $159,410 | $159,410 | |||
| WELLINGTON CTF DIH SALE OF UNITS | $93,304 | $1,237,318 | -$1,144,014 | -$1,144,014 | |||
| COVALENT CAPITAL PARTNERS | $2,360,138 | $2,608,171 | -$248,033 | -$248,033 | |||
| OCTAVIAN OFFSHORE | $446,559 | $408,673 | $37,886 | $37,886 | |||
| LOOMIS SAYLES | $5,537,027 | $5,622,550 | -$85,523 | -$85,523 | |||
| GARDNER RUSSO | $6,776,038 | $5,595,367 | $1,180,671 | $1,180,671 | |||
| DODDINGTON GLOBAL | $622,858 | $622,858 | $0 | $0 | |||
| PASSTHROUGH FROM SCH K-1 DODDINGTON GLOBAL | $673,396 | $673,396 | $673,396 | ||||
| COLCHESTER | $0 | $0 | |||||
| PASSTHROUGH FROM SCH K-1 COLCHESTER | $173,238 | $173,238 | $173,238 | ||||
| COMMERCE TORTOISE SALE OF UNITS | $1,330,219 | $1,592,702 | -$262,483 | -$262,483 | |||
| WELLINGTON CTF DIH | $1,044,678 | $1,005,416 | $39,262 | $39,262 | |||
| OAKWOOD REAL ESTATE PARTNERS II | $0 | $0 | |||||
| SHORT TERM CAP GAIN DIST | $40,965 | $40,965 | $40,965 | ||||
| LONG TERM CAP GAIN DIST | $80,311 | $80,311 | $80,311 | ||||
| SALE OF TAX CREDIT | $112,500 | $112,500 | $112,500 | D | 2014-01-01 | 2015-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,672,585 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,417,928 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $268,330,144 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031372 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,170,651 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $252,916,578 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.024398 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,093,192 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $118,196,488 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026170 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $487,575 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020510 | DistributionYr4Rt |
| Total Distribution | 0.102450 | TotalDistributionRt |
| Average Distribution | 0.025613 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $261,508,339 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,698,013 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $79,265 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,777,278 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,349,981 | 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 | $79,265 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $79,265 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $79,265 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $105,485 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $50,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $155,485 | TotalPaymentsAndCreditsAmt |
| Overpayment | $76,220 | OverpaymentAmt |
| Applied To ES Tax | $76,220 | 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 | BLOCHFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID MILES | IndividualWithBooksNm |
| Phone | 8168544372 | 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 (11 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 & DIRECTOR | 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 |
| ROBERT L BLOCH | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | TREASURER & DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARY JO BROWN | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | ASSISTANT SECRETARY & DIRECTOR | 0.50 | $0 | $0 | $0 |
| BRUCE C DAVISON | ||||||||
| 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 |
| ELIZABETH A UHLMANN | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | SECRETARY & DIRECTOR | 0.50 | $0 | $0 | $0 |
| EVAGELINE RICH | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | ASSISTANT TREASURER | 0.50 | $0 | $0 | $0 |
| DAVID P MILES - SEE STMT 14 | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | PRESIDENT | 35.00 | $151,713 | $16,601 | $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 | $308,900 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | INVESTMENT ADVISOR | $130,714 |
| 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 | $253,734,499 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,756,200 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $265,490,699 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $265,490,699 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,982,360 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $261,508,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,075,417 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,075,417 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79,265 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $79,265 | TotalTaxAmt |
| Distributable Before Adj | $12,996,152 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,996,152 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,996,152 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,349,981 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,349,981 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $79,265 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,270,716 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,996,152 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,836,495 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,349,981 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,836,495 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $513,486 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $12,482,666 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY W BLOCH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARION HENRY BLOCH FAMILY FOUNDATIO | 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 BLOCHFAMILYFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VISIT BLOCHFAMILYFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GENERALLY MAKES ONE-YEAR GRANTS. HOWEVER, THE FOUNDATION WILL CONSIDER MULTI-YEAR REQUESTS. GRANTS ARE MADE ONLY TO TAX EXEMPT 501(C)(3) ORGANIZATONS THAT ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS. THE FOUNDATION CONSIDERS SUPPORT FOR ORGANIZATIONS THAT ARE BASED IN AND SERVICE RESIDENTS WITHIN THE GREATER KANSAS CITY AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADMIRAL NIMITZ FOUNDATION | |||||||
| 328 E MAIN ST | FREDERICKSBURG | TX | 78624 | PC | GRANT FOR MATCH | $250 | |
| AVILA UNIVERSITY | |||||||
| 11901 WORNALL ROAD | KANSAS CITY | MO | 64145 | PC | FUNDS TO PURCHASE LECTURE-CAPTURE TECHNOLOGY | $50,000 | |
| AVILA UNIVERSITY | |||||||
| 11901 WORNALL ROAD | KANSAS CITY | MO | 64145 | PC | MARION & HENRY BLOCH ENDOWED SCHOLARSHIP FUND | $25,000 | |
| BARBARA BUSH ELEMENTARY SCHOOL PTO | |||||||
| 1127 ELDRIDGE PKWY SUITE 300-154 | HOUSTON | TX | 77077 | PC | GRANT FOR MATCH | $500 | |
| CHARLOTTE STREET FOUNDATION | |||||||
| PO BOX 10263 | KANSAS CITY | MO | 64108 | PC | GRANT FOR MATCH | $665 | |
| CHILDREN'S CAMPUS OF KANSAS CITY | |||||||
| 444 MINNESOTA AVE SUITE 100 | KANSAS CITY | MO | 66101 | PC | FUNDS FOR CLASSROOM ADDITION | $50,000 | |
| CHILDREN'S MERCY HOSPITAL | |||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | PC | FUNDS TO SUPPORT PROMISE 1000 INITIATIVE | $50,000 | |
| CITY YEAR KANSAS CITY | |||||||
| 415 DELEWARE | KANSAS CITY | MO | 64105 | PC | CITY YEAR KANSAS CITY START-UP GRANT | $100,000 | |
| CROSSROADS ACADEMY OF KANSAS CITY | |||||||
| 1015 CENTRAL | KANSAS CITY | MO | 64105 | PC | PHASE II OF FACILITIES EXPANSION PROJECT | $50,000 | |
| CULTIVATE KANSAS CITY | |||||||
| PO BOX 66106 | KANSAS CITY | MO | 66106 | PC | GRANT FOR MATCH | $1,000 | |
| DONNELLY COLLEGE | |||||||
| 608 N 18TH STREET | KANSAS CITY | MO | 66102 | PC | MARION & HENRY BLOCH ENDOWED SCHOLARSHIP FUND | $25,000 | |
| ENDOWMENT FUND FOR THE HENRY W BLOCH SCHOOL OF MANAGEMENT AT THE GKCF | |||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | PC | FUNDS TO SUPPORT THE HENRY W. BLOCH SCHOOL OF MANAGEMENT | $2,411,055 | |
| FREMAR FOUNDATION FOR ACCORDION ARTS | |||||||
| 2816 W 87TH TERRACE | LEAWOOD | KS | 66206 | PC | GRANT FOR MATCH | $200 | |
| GIRLS INCORPORATED OF ST LOUIS | |||||||
| 3801 NELSON DRIVE | ST LOUIS | MO | 63121 | PC | GRANT FOR MATCH | $5,000 | |
| HARRIMAN-JEWELL SERIES | |||||||
| 500 COLLEGE HILL | LIBERTY | MO | 64068 | PC | GRANT FOR MATCH | $2,000 | |
| HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS | |||||||
| 500 W US HWY 24 | INDEPENDENCE | MO | 64050 | PC | GRANT FOR MATCH | $2,240 | |
| HISTIOCYTOSIS ASSOCIATION | |||||||
| 332 N BROADWAY | PITMAN | NJ | 08071 | PC | GRANT FOR MATCH | $200 | |
| HYMAN BRAND HEBREW ACADEMY | |||||||
| 5801 WEST 115TH STREET SUITE 102 | OVERLAND PARK | KS | 66211 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $100,000 | |
| HYMAN BRAND HEBREW ACADEMY | |||||||
| 5801 WEST 115TH STREET SUITE 102 | OVERLAND PARK | KS | 66211 | PC | FUNDS FOR 2015 SEEDING THE FUTURE EVENT | $25,000 | |
| HYMAN BRAND HEBREW ACADEMY | |||||||
| 5801 WEST 115TH STREET SUITE 102 | OVERLAND PARK | KS | 66211 | PC | GRANT FOR MATCH | $3,000 | |
| JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY | |||||||
| 5801 WEST 115TH STREET | OVERLAND PARK | KS | 662111800 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $15,000 | |
| JEWISH COMMUNITY RELATIONS BUREAU-AMERICAN JEWISH COMMITTEE | |||||||
| 5801 W 115TH ST SUITE 203 | OVERLAND PARK | KS | 66211 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $40,000 | |
| JEWISH FAMILY SERVICES | |||||||
| 5801 W 115TH ST SUITE 103 | OVERLAND PARK | KS | 662111824 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $20,000 | |
| JEWISH FAMILY SERVICES | |||||||
| 5801 W 115TH ST SUITE 103 | OVERLAND PARK | KS | 662111824 | PC | GRANT FOR MATCH | $1,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH ST | OVERLAND PARK | KS | 66211 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $250,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH ST | OVERLAND PARK | KS | 66211 | PC | GRANT FOR MATCH | $3,330 | |
| JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC | |||||||
| 4049 PENNSYLVANIA SUITE 150 | KANSAS CITY | MO | 64111 | PC | GRANT FOR MATCH | $374 | |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | PC | MARION & HENRY BLOCH ENDOWED SCHOLARSHIP FUND | $25,000 | |
| KANSAS CITY BALLET | |||||||
| 500 W PERSHING ROAD | KANSAS CITY | MO | 64108 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $25,000 | |
| KANSAS CITY PUBLIC LIBRARY | |||||||
| 14 WEST 10TH ST | KANSAS CITY | MO | 64105 | PC | GRANT FOR MATCH | $2,000 | |
| KANSAS CITY REPERTORY THEATRE | |||||||
| 4825 TROOST AVE STE 106 | KANSAS CITY | MO | 64110 | PC | GRANT FOR MATCH | $10,000 | |
| KANSAS CITY REPERTORY THEATRE | |||||||
| 4825 TROOST AVE STE 106 | KANSAS CITY | MO | 64110 | PC | FUNDS TO SUPPORT SPENCER THEATRE RENOVATIONS | $100,000 | |
| KANSAS CITY SYMPHONY | |||||||
| 1703 WYANDOTTE ST SUITE 200 | KANSAS CITY | MO | 64108 | PC | FUNDS FOR EXCELLENCE INITIATIVE | $250,000 | |
| KCPT- PUBLIC TELEVISION 19 | |||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | PC | GRANT FOR MATCH | $2,000 | |
| KU ENDOWMENT | |||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | PC | GRANT FOR MATCH | $2,000 | |
| METROPOLITAN COMMUNITY COLLEGE | |||||||
| 3200 BROADWAY | KANSAS CITY | MO | 64068 | PC | FUNDS TO SUPPORT THE STUDENT SUCCESS CENTER AT PENN VALLEY COMMUNITY COLLEGE | $250,000 | |
| MIDWEST CENTER FOR HOLOCAUST EDUCATION | |||||||
| 5801 WEST 115TH STREET SUITE 106 | OVERLAND PARK | KS | 66211 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $5,000 | |
| MISSOURI DEVELOPMENT FINANCE BOARD | |||||||
| PO BOX 567 | JEFFERSON CITY | MO | 65102 | PC | FUNDS TO SUPPORT MDFB PROJECT | $250,000 | |
| NEW REFORM TEMPLE | |||||||
| 7100 MAIN | KANSAS CITY | MO | 64114 | PC | GRANT FOR MATCH | $15,000 | |
| OPERATION BREAKTHROUGH | |||||||
| 3039 TROOST AVENUE | KANSAS CITY | MO | 64109 | PC | GRANT FOR MATCH | $2,000 | |
| RENEWED JEWISH LEADERS | |||||||
| 7894 TENNYSON CT | BOCA RATON | FL | 33433 | PC | GRANT FOR MATCH | $10,000 | |
| SAINT LUKE'S HOSPITAL FOUNDATION | |||||||
| PO BOX 119000 | KANSAS CITY | MO | 64111 | PC | GRANT FOR MATCH | $3,200 | |
| SAINT LUKE'S HOSPITAL FOUNDATION | |||||||
| PO BOX 119000 | KANSAS CITY | MO | 64111 | PC | FOR THE USE AND BENEFIT OF PROGRAMS OF THE SAINT LUKE'S MARION BLOCH NEUROSCIENCES INSTITUTE CONDUCTED AT THE HOSPITAL'S MAIN CAMPUS | $2,400,000 | |
| SASONE COMMITTEE AT THE JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 WEST 115TH STREET | OVERLAND PARK | KS | 66211 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $10,000 | |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750402 | DALLAS | TX | 75275 | PC | GRANT FOR MATCH | $500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 602 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | GRANT FOR MATCH | $1,500 | |
| THE HARRY S TRUMAN GOOD NEIGHBOR AWARD FNDTN ENDOWMENT FUND AT THE GKCF | |||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | PC | GRANT FOR MATCH | $200 | |
| THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH STREET SUITE 104 | OVERLAND PARK | KS | 66211 | PC | FUNDS TO SUPPORT THE MITZVAH HOUSE PROJECT | $33,000 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 6811 SHAWNEE MISSION PKWY SUITE 202 | SHAWNEE MISSION | KS | 66202 | PC | GRANT FOR MATCH | $1,000 | |
| THE NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | GRANT FOR MATCH | $37,840 | |
| THE NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | FUNDS TO SUPPORT RENOVATIONS TO GALLERIES THAT WILL DISPLAY THE BLOCH COLLECTION | $5,500,000 | |
| THE NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | FUNDS TO SUPPORT RENOVATIONS TO MAINTAIN LONGEVITY OF THE BLOCH BUILDING & TECHNOLOGY PLANNING | $28,150 | |
| THE NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | FUNDS TO SUPPORT MEMBERSHIPS AND SPONSORSHIPS DURING 2015 | $25,000 | |
| THE NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | FUNDS TO SUPPORT MEMBERSHIPS AND SPONSORSHIPS DURING 2016 & 2017 | $200,000 | |
| THE TEMPLE CONGREGATION B'NAI JEHUDAH | |||||||
| 12320 NALL AVE | OVERLAND PARK | KS | 66209 | PC | GRANT FOR MATCH | $730 | |
| UMKC FOUNDATION | |||||||
| 300B ADMINISTRATIVE CENTER 5100 | KANSAS CITY | MO | 64110 | PC | GRANT FOR MATCH | $74,649 | ROCHKHILL ROAD |
| UMKC FOUNDATION | |||||||
| 300B ADMINISTRATIVE CENTER 5100 | KANSAS CITY | MO | 64110 | PC | FUNDS TO SUPPORT LIVING EXPENSES FOR THE TOP 3 STUDENTS IN THE NEW MBA PROGRAM | $18,000 | ROCHKHILL ROAD |
| UMKC FOUNDATION | |||||||
| 300B ADMINISTRATIVE CENTER 5100 | KANSAS CITY | MO | 64110 | PC | FUNDS TO SUPPORT PUBLIC RELATIONS ACTIVITIES | $30,000 | ROCHKHILL ROAD |
| UMKC FOUNDATION | |||||||
| 300B ADMINISTRATIVE CENTER 5100 | KANSAS CITY | MO | 64110 | PC | MARION & HENRY BLOCH ENDOWED SCHOLARSHIP FUND AT THE BLOCH SCHOOL OF MANAGEMENT | $25,000 | ROCHKHILL ROAD |
| UNION STATION KANSAS CITY INC | |||||||
| 30 W PERSHING RD SUITE 400 | KANSAS CITY | MO | 64108 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $112,500 | |
| UNITED SERVICE ORGANIZATIONS | |||||||
| 2111 WILSON BLVD STE 1200 | ARLINGTON | VA | 22201 | PC | GRANT FOR MATCH | $200 | |
| UNITED WAY OF GREATER KANSAS CITY | |||||||
| 801 WEST 47TH STREET SUITE 500 | KANSAS CITY | MO | 64112 | PC | TOCQUEVILLE SOCIETY SUPPORT 2015 | $25,000 | |
| UNIVERSITY OF MISSOURI-COLUMBIA | |||||||
| 109 REYNOLDS ALUMNI CENTER | COLUMBIA | MO | 65211 | PC | GRANT FOR MATCH | $6,000 | |
| VAAD HAKASHRUTH OF KANSAS CITY | |||||||
| 9900 ANTIOCH | OVERLAND PARK | KS | 66212 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $2,000 | |
| VILLAGE SHALOM INC | |||||||
| 5500 W 123RD STREET | OVERLAND PARK | KS | 66209 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $25,000 | |
| WILLIAM JEWELL COLLEGE | |||||||
| 500 COLLEGE HILL | LIBERTY | MO | 64068 | PC | FUNDS FOR THE HENRY W. BLOCH SCHOLARSHIP FUND | $25,000 | |
| YMCA OF GREATER KANSAS CITY | |||||||
| 3100 BROADWAY SUITE 1020 | KANSAS CITY | MO | 64111 | PC | RENOVATION AND EXPANSION OF THE LINWOOD YMCA | $75,000 | |
| ZETA BETA TAU FOUNDATION | |||||||
| PO BOX 2187 | COLUMBUS | GA | 31902 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,839,283 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CITY YEAR KANSAS CITY | ||||||
| 415 DELEWARE | KANSAS CITY | MO | 64105 | PC | PLEDGED GRANT | $300,000 |
| KANSAS CITY ART INSTITUTE | ||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | PC | PLEDGED GRANT | $75,000 |
| KANSAS CITY SYMPHONY | ||||||
| 1703 WYANDOTTE ST SUITE 200 | KANSAS CITY | MO | 64108 | PC | PLEDGED GRANT | $400,000 |
| LIBERTY MEMORIAL ASSOCIATION | ||||||
| 100 W 26TH ST | KANSAS CITY | MO | 64108 | PC | PLEDGED GRANT | $500,000 |
| MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION | ||||||
| 600 BROADWAY | KANSAS CITY | MO | 64105 | PC | PLEDGED GRANT | $150,000 |
| THE NELSON GALLERY FOUNDATION | ||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | PLEDGED GRANT | $6,270,000 |
| THE NELSON GALLERY FOUNDATION | ||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | PLEDGED GRANT | $200,000 |
| THE NELSON GALLERY FOUNDATION | ||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | PLEDGED GRANT | $221,850 |
| TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION | ||||||
| 2301 HOLMES SUITE 735 | KANSAS CITY | MO | 64108 | PC | PLEDGED GRANT | $150,000 |
| UNITED WAY OF GREATER KANSAS CITY | ||||||
| 801 WEST 47TH STREET SUITE 500 | KANSAS CITY | MO | 64112 | PC | PLEDGED GRANT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,291,850 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $157 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,350,655 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,917,093 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$16,259,834 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$6,991,929 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$6,991,929 | 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 Person | HENRY BLOCH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 WENONGA TERRACE | AddressLine1Txt |
| City | SHAWNEE MISSION | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,658,956 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | COMMERCE BONDS | NoncashPropertyDesc |
| Fair Market Value | $2,137,762 | FairMarketValueAmt |
| Received | 2015-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $72,351 | Amt |
| Net Investment Income | $63,455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,896 | 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. OFFICER DAVID P. MILES IS AN EMPLOYEE OF AND IS 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 OFFICER, DAVID P. MILES, IS REPORTED IN PART VIII, LINE 1, OFFICER COMPENSATION AS IF THE FOUNDATION HAD PAID THE OFFICER 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 |
|---|---|---|---|
| WELLINGTON CTF DIH | FMV | $8,337,919 | $8,337,919 |
| WELLINGTON CTF DURABLE | FMV | $7,538,522 | $7,538,522 |
| LOOMIS SAYLES | FMV | $6,082,381 | $6,082,381 |
| SSGA - INTERMED US GOVT/CREDIT BOND | FMV | $37,262,476 | $37,262,476 |
| GRUSS GLOBAL INVESTORS | FMV | $2,241,562 | $2,241,562 |
| OCTAVIAN OFFSHORE FUND | FMV | $118,985 | $118,985 |
| FIR TREE INTL VALUE FUND | FMV | $2,319,811 | $2,319,811 |
| COVALENT CAPITAL PARTNERS | FMV | $0 | $0 |
| MASON CAPITAL LTD | FMV | $1,756,147 | $1,756,147 |
| COMMERCE BONDS | FMV | $0 | $0 |
| SCHWAB - DFA EMERGING MKTS | FMV | $8,055,113 | $8,055,113 |
| SCHWAB - VANGUARD DEVELOPED MKTS | FMV | $39,962,247 | $39,962,247 |
| SCHWAB - VANGUARD DIV APPR | FMV | $7,063,788 | $7,063,788 |
| SCHWAB - VANGUARD RUSSELL 3000 | FMV | $49,942,110 | $49,942,110 |
| SCHWAB - FIRST PACIFIC ADVISORS | FMV | $0 | $0 |
| SCHWAB - VANGUARD EMERGING MARKETS | FMV | $6,725,313 | $6,725,313 |
| SCHWAB - TEMPLETON GLOBAL | FMV | $5,816,767 | $5,816,767 |
| SCHWAB - LAZARD | FMV | $6,185,732 | $6,185,732 |
| GARDNER RUSSO | FMV | $10,294,289 | $10,294,289 |
| DODDINGTON GLOBAL FUND | FMV | $10,075,980 | $10,075,980 |
| WINGATE PARTNERS | FMV | $1,179,643 | $1,179,643 |
| COLCHESTER | FMV | $11,053,624 | $11,053,624 |
| OAKWOOD REAL ESTATE PARTNERS I | FMV | $2,682,103 | $2,682,103 |
| OAKWOOD REAL ESTATE PARTNERS II | FMV | $620,392 | $620,392 |
| CID CAPITAL II | FMV | $1,195,689 | $1,195,689 |
| COMMERCE TORTOISE | FMV | $5,590,482 | $5,590,482 |
| RIVERVEST VENTURE FUND | FMV | $833,140 | $833,140 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,479 | LegalFeesAmt |
| Net Investment Income | $524 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,955 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM COVALENT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,360,138 | EOYBookValueAmt |
| EOYFMV | $2,360,138 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $8,981 | $0 | $8,981 |
| SPECIAL EVENT EXPENSE | $756 | $38 | $718 |
| INSURANCE | $7,150 | $0 | $0 |
| MISCELLANEOUS | $4,948 | $247 | $4,701 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME (LOSS) FROM SCHEDULES K-1 | $1,034,598 | ||
| UNREALIZED GAIN (LOSS) ON INVESTMENTS | -$16,259,834 | -$16,259,834 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO HRB MANAGEMENT, INC. | Desc |
| BOY Book Value | $25,650 | BOYBookValueAmt |
| EOY Book Value | $27,773 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR AND SERVICE FEES | $934,912 | $620,817 | $0 |
| MANAGEMENT FEES | $308,900 | $43,246 | $265,654 |
| CONSULTING FEES | $27,575 | $0 | $27,575 |
| LEGACY EXPENSES | $166,098 | $0 | $166,098 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $92,237 | $0 | $0 |
| FOREIGN TAXES | $27,641 | $27,641 | $0 |