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H & R BLOCK FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
H & R BLOCK FOUNDATION (EIN 23-7378232)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-09-12
IRS object ID
201622569349100087
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-09-12T17:07:37-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1221 THIRD AVENUE SE STE 300AddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP524011512ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237378232EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1H & R BLOCK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlH&RBBusinessNameControlTxt
Phone8168544361PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 H AND R BLOCK WAYAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641051905ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID P MILESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8168544361PhoneNum
Signature2016-09-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARLEY UMSTEADPreparerPersonNm
PTINP00982177PTIN
Phone3192985333PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$56,729,987FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$154,700ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$650InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$650InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$684,170DividendsRevAndExpnssAmt
Dividends Net Invst Incm$399,758DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,457,784NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,072,796GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,051,373CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$5,983,011OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$456,133OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$1,685,707TotalRevAndExpnssAmt
Total Net Invst Incm$7,907,914TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,034LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$152LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,882LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$68,648AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$60,290AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,358AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$592,725OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$195,673OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$300,259OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$56,330TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$6,864OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$343OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$6,521OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,102TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$510TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$4,592TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$18,188OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$270OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$13,083OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$750,891TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$257,238TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$335,695TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,815,517ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,815,517ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,566,408TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$257,238TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,151,212TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,252,115ExcessRevenueOverExpensesAmt
Net Investment Income$7,650,676NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,880,986SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,736,788SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,736,788SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$59,080,335OtherInvestmentsBOYAmt
Other Investments EOY$52,965,426OtherInvestmentsEOYAmt
Other Investments EOYFMV$52,965,426OtherInvestmentsEOYFMVAmt
Other Assets BOY$25,650OtherAssetsBOYAmt
Other Assets EOY$27,773OtherAssetsEOYAmt
Other Assets EOYFMV$27,773OtherAssetsEOYFMVAmt
Total Assets BOY$61,986,971TotalAssetsBOYAmt
Total Assets EOY$56,729,987TotalAssetsEOYAmt
Total Assets EOYFMV$56,729,987TotalAssetsEOYFMVAmt
Other Liabilities BOY$55,143OtherLiabilitiesBOYAmt
Other Liabilities EOY$50,274OtherLiabilitiesEOYAmt
Total Liabilities BOY$55,143TotalLiabilitiesBOYAmt
Total Liabilities EOY$50,274TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$35,584,560CapitalStockBOYAmt
Capital Stock EOY$35,584,560CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$26,347,268RetainedEarningBOYAmt
Retained Earning EOY$21,095,153RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$61,931,828TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$56,679,713TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$61,986,971TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$56,729,987TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$61,931,828TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,252,115ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$56,679,713SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$56,679,713TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
LONG-TERM CAPITAL GAIN DISTRIBUTION$17,669$17,669$17,669
TORTOISE$294,129-$59,194-$59,194$353,323
PASSTHROUGH FROM SCH K-1 TORTOISE-$1,645-$1,645$1,645
WELLINGTON$528,667$4,658$4,658$524,009
PASSTHROUGH FROM SCH K-1 WELLINGTON-$241,723-$241,723$241,723
CHARLES SCHWAB$3,363,802$111,703$111,703$3,252,099
ARCHIPELAGO$7,352,078$3,210,563$3,210,563$4,141,515
VANGUARD$500,000$163,167$163,167$336,833
DODDINGTON$144,954$0$0$144,954
PASSTHROUGH FROM SCH K-1 DODDINGTON$122,870$122,870$122,870
SEMPER VIC$1,100,000$34,747$34,747$1,065,253
OCTAVIAN$301,015-$46,360-$46,360$347,375
COLCHESTER$0$0
PASSTHROUGH FROM SCH K-1 COLCHESTER$27,010$27,010$27,010
SSGA RUSSELL 3000$9,430$2,863$2,863$6,567
PASSTHROUGH FROM SCH K-1 SSGA RUSSELL 3000$3,149,505$3,149,505$3,149,505
SSGA MSCI$10,281$1,841$1,841$8,440
PASSTHROUGH FROM SCH K-1 SSGA MSCI$624,787$624,787$624,787
SSGA US GOV$1,505,289-$92,398-$92,398$1,597,687
PASSTHROUGH FROM SCH K-1 SSGA US GOV$21,310$21,310$21,310
FieldValueIRS element (for citing)
Capital Gain Net Income$7,051,373CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,506,488AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$63,603,473NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055130DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,193,717AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$61,150,004NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052228DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,930,600AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$57,048,831NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.033841DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,929,595AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$58,100,755NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050423DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,870,636AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$53,886,790NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053272DistributionYr5Rt
Total Distribution0.244894TotalDistributionRt
Average Distribution0.048979AverageDistributionRt
Net Vl Noncharitable Assets$59,711,766NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,924,623AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$76,507NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,001,130AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,151,212QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$76,507InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$76,507SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$76,507TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$82,442EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$50,000AppliedToEsTaxAmt
Total Payments And Credits$132,442TotalPaymentsAndCreditsAmt
Overpayment$55,935OverpaymentAmt
Applied To ES Tax$55,935AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHRBLOCKFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksDAVID MILESIndividualWithBooksNm
Phone8168544361PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 H R BLOCK WAYAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HENRY W BLOCH
1 H R BLOCK WAYKANSAS CITYMO64105CHAIRMAN, TREASURER, DIREC5.00$0$0$0
THOMAS M BLOCH
1 H R BLOCK WAYKANSAS CITYMO64105VICE CHAIRMAN, DIRECTOR5.00$0$0$0
BRUCE C DAVISON
1 H R BLOCK WAYKANSAS CITYMO64105DIRECTOR0.50$0$0$0
THOMAS A GERKE
1 H R BLOCK WAYKANSAS CITYMO64105DIRECTOR0.50$0$0$0
WILLIAM A HALL
1 H R BLOCK WAYKANSAS CITYMO64105DIRECTOR0.50$0$0$0
EDWARD T MATHENY JR
1 H R BLOCK WAYKANSAS CITYMO64105DIRECTOR0.50$0$0$0
MORTON I SOSLAND
1 H R BLOCK WAYKANSAS CITYMO64105DIRECTOR0.50$0$0$0
EVANGELINE RICH
1 H R BLOCK WAYKANSAS CITYMO64105ASSISTANT TREASURER0.50$0$0$0
DAVID P MILES - SEE STMT 15
1 H R BLOCK WAYKANSAS CITYMO64105PRESIDENT13.00$56,113$6,140$0
CAREY WILKERSON LOONEY - SEE STMT 1
1 H R BLOCK WAYKANSAS CITYMO64105VICE PRESIDENT & SECRETARY28.00$56,501$11,439$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
HRB MANAGEMENT INC
1 H R BLOCK WAYKANSAS CITYMO64105MANAGEMENT$308,900
CAMBRIDGE ASSOCIATES LLC
100 SUMMER STREETBOSTONMA02110INVESTMENT ADVISOR$85,794
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$58,165,201AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,455,881AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$60,621,082TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$60,621,082AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$909,316CashDeemedCharitableAmt
Net Vl Noncharitable Assets$59,711,766NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,985,588MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,985,588MinimumInvestmentReturnAmt
Tax Based On Investment Income$76,507TaxBasedOnInvestmentIncomeAmt
Total Tax$76,507TotalTaxAmt
Distributable Before Adj$2,909,081DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,909,081DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,909,081DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,151,212ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,151,212QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$76,507PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,074,705AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,909,081DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$190,700ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$94,841ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$199,167ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$397,772ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$882,480TotalExcessDistributionCyovAmt
Qualifying Distributions$3,151,212QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,909,081AppliedToCurrentYearAmt
Remaining Distri From Corpus$242,131RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,124,611TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$190,700ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$933,911ExcessDistriCyovToNextYrAmt
Excess From Year4$94,841ExcessFromYear4Amt
Excess From Year2$199,167ExcessFromYear2Amt
Excess From Year1$397,772ExcessFromYear1Amt
Excess From Current Year$242,131ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonH R BLOCK FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HR BLOCK WAYAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8168544361RecipientPhoneNum
Form And Info And MaterialsVISIT HRBLOCKFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES.FormAndInfoAndMaterialsTxt
Submission DeadlinesVISIT HRBLOCKFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION PREFERS TO SUPPORT PROJECTS AND PROGRAMS THAT STRIVE FOR EXCELLENCE, IMPROVE SERVICE FOR CLIENTS AND STRENGTHEN THE ORGANIZATION. A MAJOR EMPHASIS IS PLACED ON SUPPORT OF ACTIVITIES THAT SERVE UNDERSERVED, LOW-INCOME PERSONS LIVING IN JACKSON, CLAY, AND PLATTE COUNTIES IN MISSOURI, AND WYANDOTTE AND JOHNSON COUNTIES IN KANSAS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (175 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AFTER THE HARVEST
406 W 34TH ST STE 816KANSAS CITYMO64111PCFUNDS FOR DATABASE DEVELOPMENT$20,000
ALPINE THEATRE PROJECT
PO BOX 1959WHITEFISHMT59937PCGRANT FOR MATCH$1,000
AMETHYST PLACE
2735 TROOSTKANSAS CITYMO64109PCPURCHASE OF AND RENOVATIONS FOR A NEW BUILDING$35,000
ARGENTINE NEIGHBORHOOD DEVELOPMENT ASSOCIATION
2502 STRONG AVEKANSAS CITYKS66106PCCAPACITY BUILDING$20,000
ARTS COUNCIL OF JOHNSON COUNTY
15301 W 87TH ST PKWYSTE B40LENEXAKS66219PCCOMMUNICATIONS AND SOCIAL MEDIA INTERNSHIP$5,000
ASCENSION CATHOLIC SCHOOL
9510 W 127TH STOVERLAND PARKKS66213PCGRANT FOR MATCH$1,000
BAY HARBOR FOUNDATION
750 BAY HARBOR DRBAY HARBORMI49770PCGRANT FOR MATCH$5,000
BIG BROTHERSBIG SISTERS KANSAS CITY
1709 WALNUT STREETKANSAS CITYMO64108PCTHE NEXT BIG THING CAMPAIGN$75,000
BILLINGS CENTRAL CATHOLIC HIGH
3 BROADWATER AVEBILLINGSMT59101PCGRANT FOR MATCH$400
BISHOP WARD HIGH SCHOOL
708 NORTH 18TH STREETKANSAS CITYKS66102PCIMPROVE INFRASTRUCTURE FOR TECHNOLOGY$25,000
BOYS AND GIRLS CLUBS OF GREATER KANSAS CITY
4001 BLUE PARKWAY STE 102KANSAS CITYMO64130PCTEEN SERVICES PROGRAM - INDEPENDENCE UNIT$25,000
CARE
1528 27TH STREET SERUSKINFL33570PCHENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE$5,000
CALIFORNIA ODYSSEY OF THE MIND
20304 DAYTON STRIVERSIDECA92508PCCASH FOR CHAMPIONS$400
CAMPS FOR KIDS
8014 STATE LINE RD STE 103LEAWOODKS66208PCONGOING PROGRAMS AND OPERATIONS$6,500
CAPITAL UNIVERSITY
1 COLLEGE MAINCOLUMBUSOH43209PCGRANT FOR MATCH$1,000
CASA OF JOHNSON & WYANDOTTE COUNTIES
5700 BROADMOOR SUITE 201MISSIONKS66202PCONGOING PROGRAMS AND OPERATIONS$4,500
CATHOLIC CHARITIES OF NORTHEAST KANSAS
9720 WEST 87TH STREETOVERLAND PARKKS66212PCPURCHASE OF BOX TRUCK AND EQUIPMENT FOR FOOD RELIEF PROGRAMS$28,000
CENTER FOR PRACTICAL BIOETHICS
1111 MAIN SUITE 500KANSAS CITYMO64105PCIMPROVING ADVANCE CARE PLANNING FOR AFRICAN-AMERICANS$10,000
CENTRAL MICHIGAN UNIVERSITY
524 EAST BELLOWSMT PLEASANTMI48858PCGRANT FOR MATCH$225
CHARLOTTE STREET FOUNDATION
PO BOX 10263KANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$6,000
CHILD ABUSE PREVENTION ASSOCIATION INC
503 E 23RD STREETINDEPENDENCEMO64055PCFUNDS TO SUPPORT STRATEGIC PLANNING$10,000
CHWC INC
2 SOUTH 14TH STREETKANSAS CITYKS66102PCAFFORDABLE HOUSING CAPACITY BUILDING$30,000
CLAY COUNTY CLOTHES CLOSET
3939 N CLEVELAND AVEKANSAS CITYMO64117PCCLOTHING FOR LOW-INCOME CHILDREN LIVING IN CLAY COUNTY, MISSOURI$2,500
COALITION OF HISPANIC WOMEN AGAINST CANCER
650 MINNESOTA AVENUEKANSAS CITYKS66101PCHENRY W. BLOCH OUSTANDING COMMUNITY SERVICE AWARD: IJ MNOOKIN AWARD WINNER$5,000
COMMUNITY LINC
4012-14 TROOSTKANSAS CITYMO64110PCIMMEDIATE HOUSING PROGRAM$25,000
COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND ROADINDEPENDENCEMO64050PCWORK EXPRESS CAPACITY BUILDING PROJECT$20,100
CORBETT PREP SCHOOL OF IDS
12015 ORANGE GROVE DRTAMPAFL33618PCGRANT FOR MATCH$1,000
CRISTO REY KANSAS CITY
211 WEST LINWOOD BLVDKANSAS CITYMO64111PCCRISTO REY LITERACY INITIATIVE$35,000
CROSS-LINES COMMUNITY OUTREACH
736 SHAWNEE AVENUEKANSAS CITYKS66105PCHOPE FOR A BETTER TOMORROW CAPITAL CAMPAIGN$25,000
DEPAUW UNIVERSITY
300 E SEMINARY STREETGREENCASTLEIN46135PCGRANT FOR MATCH$1,000
DON BOSCO COMMUNITY CENTER
580 CAMPBELL STREETKANSAS CITYMO64108PCMEAL PROGRAM'S SYSTEM CONVERSION$20,000
DONNELLY COLLEGE
608 N 18TH STREETKANSAS CITYKS66102PCFUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR THE HENRY W. BLOCH SCHOLARS PROGRAM DURING 2015$26,858
DONNELLY COLLEGE
608 N 18TH STREETKANSAS CITYKS66102PCFUNDS TO SUPPORT THE EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2015$485
DONNELLY COLLEGE
608 N 18TH STREETKANSAS CITYKS66102PCFUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR THE HENRY W. BLOCH SCHOLARS PROGRAM DURING 2015$38,153
DONNELLY COLLEGE
608 N 18TH STREETKANSAS CITYKS66102PCFUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS$2,500
DOWNTOWN TOPEKA FOUNDATION
515 S KANSAS AVE STE ATOPEKAKS66603PCGRANT FOR MATCH$2,000
EL CENTRO INC
650 MINNESOTA AVENUEKANSAS CITYKS66101PCACADEMY FOR CHILDREN RUBBER MULCH HEALTH AND SAFETY PROJECT$16,000
EPEC INC
5829 TROOST AVE SUITE BKANSAS CITYMO64110PCGROOMING SCHOOL RENOVATIONS AND FURNISHINGS$5,000
FAMILY HEALTH CARE
300 SOUTHWEST BOULEVARDKANSAS CITYKS66103PCBONE DENSITY SCREENING PROJECT$45,000
FOSTER ADOPT CONNECT (FKA MIDWEST FOSTER CARE AND ADOPTION ASSOCIATION)
18600 E 37TH TERRACEINDEPENDENCEMO64057PCIN-HOUSE CLINICAL THERAPIST$25,000
FRIENDS OF CHAMBER MUSIC
4635 WYANDOTTE ST SUITE 201KANSAS CITYMO64112PCONGOING PROGRAMS AND OPERATIONS$14,500
FRONT PORCH ALLIANCE
3210 MICHIGANKANSAS CITYMO64109PCGRANT FOR MATCH$4,600
GEORGETOWN UNIVERSITY
600 NEW JERSEY AVE NWWASHINGTONDC20001PCGRANT FOR MATCH$350
GILLIS CENTER INC
8150 WORNALL RDKANSAS CITYMO64114PCCRISIS RESPONSE THERAPIST$40,000
GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC
8383 BLUE PARKWAYKANSAS CITYMO64133PCRETENTION TRAINING FOR TROOP LEADERS OF OLDER GIRL SCOUTS$10,000
GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC
8383 BLUE PARKWAYKANSAS CITYMO64133PCCASH FOR CHAMPIONS$400
GIVING THE BASICS INC
3150 MERCIER SUITE 270-D2KANSAS CITYMO64111PCKANSAS CITY METRO SCHOOL INITIATIVES$5,000
GLACIER NATIONAL PARK CONSERVANCY
PO BOX 2749COLUMBIA FALLSMT59912PCGRANT FOR MATCH$1,000
GREAT PLAINS SPCA
5428 ANTIOCH DRMERRIAMKS66202PCCASH FOR CHAMPIONS$400
GREATER KANSAS CITY COMMUNITY FOUNDATION
1055 BROADWAY SUITE 130KANSAS CITYMO64105PCPROFESSIONAL DEVELOPMENT WORKSHOP: "RESPONSIVE PHILANTHROPY IN BLACK COMMUNITIES"$3,000
GREATER KANSAS CITY HISPANIC DEVELOPMENT FUND AT THE GKCF
1055 BROADWAY BLVD SUITE 130KANSAS CITYMO64105PCFUNDS TO SUPPORT POST-SECONDARY SCHOLARSHIPS FOR AREA HISPANIC STUDENTS$10,000
HAPPYBOTTOMS
14820 W 107TH STLENEXAKS66215PCTECHNOLOGY UPGRADES$10,000
HARRIMAN-JEWELL SERIES
500 COLLEGE HILL BOX 1015LIBERTYMO64068PCONGOING PROGRAMS AND OPERATIONS$9,500
HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS
500 W US HIGHWAY 24INDEPENDENCEMO64050PCGRANT FOR MATCH$1,000
HARVARD UNIVERSITY
124 MOUNT AUBURN STREET FLOOR 4CAMBRIDGEMA02138PCGRANT FOR MATCH$3,000
HARVESTERS - THE COMMUNITY FOOD NETWORK
3801 TOPPING AVEKANSAS CITYMO64108PCGRANT FOR MATCH$2,000
HARVESTERS - THE COMMUNITY FOOD NETWORK
3801 TOPPING AVEKANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$25,000
HARVESTERS - THE COMMUNITY FOOD NETWORK
3801 TOPPING AVEKANSAS CITYMO64108PCASSOCIATE ENGAGEMENT$2,500
HEALTH PARTNERSHIP CLINIC OF JOHNSON COUNTY
407 S CLAIRBORNE RDOLATHEKS66062PCPHYSICIAN SERVICES AT HPC$25,000
HEART OF AMERICA COMMUNITY AIDS PARTNERSHIP
801 W 47TH STREET SUITE 500KANSAS CITYMO64112PCCOLLABORATIVE GRANTMAKING ACTIVITIES FOR AIDS SERVICE ORGANIZATIONS DURING 2015$10,000
HEIT'S POINT LUTHERAN MINISTRIES
28345 HEITS POINT AVELINCOLNMO65338PCCASH FOR CHAMPIONS$200
HENRY WOLLMAN BLOCH FOUNTAIN FUND AT THE GKCF
1055 BROADWAY SUITE 130KANSAS CITYMO64105PCREPAIRS AND RENOVATIONS TO THE HENRY WOLLMAN BLOCH FOUNTAIN$350,000
HIGH ASPIRATIONS
6320 BROOKSIDE PLAZA SUITE 263KANSAS CITYMO64113PCONGOING PROGRAMS AND OPERATIONS$5,000
HOPE CENTER FOR WOMEN
150 CLINE ROADSCOTTSVILLEKY42164PCHENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE$5,000
HYMAN BRAND HEBREW ACADEMY
5801 WEST 115TH STREET STE 102OVERLAND PARKKS66211PCGRANT FOR MATCH$1,000
INTERNATIONAL RELATIONS COUNCIL
106 W 11TH STREET 1650KANSAS CITYMO64105PCONGOING PROGRAMS AND OPERATIONS$5,000
JACKSON COUNTY CASA
2544 HOLMESKANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$11,000
JEWISH FEDERATION OF GREATER KANSAS CITY
5801 W 115TH ST STE 201OVERLAND PARKKS66211PCHIRING OF A COMMUNITY SECURITY DIRECTOR$25,000
JOHNSON COUNTY INTERFAITH HOSPITALITY NETWORK
6315 WEST 110TH STREETOVERLAND PARKKS66211PCCOMMUNICATIONS AND WEBSITE REDESIGN$10,000
KANSAS CITY ART INSTITUTE
4415 WARWICK BLVDKANSAS CITYMO64111PCONGOING OPERATION OF THE H&R BLOCK ARSTSPACE$18,000
KANSAS CITY BALLET
500 WEST PERSHING ROADKANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$22,000
KANSAS CITY CARE CLINIC
3515 BROADWAYKANSAS CITYMO64111PCCASH FOR CHAMPIONS$200
KANSAS CITY EDUCATION FUNDERS COLLABORATIVE AT THE GKCF
1055 BROADWAY SUITE 130KANSAS CITYMO64105PCPROFESSIONAL DEVELOPMENT AND CLASSROOM PROJECTS TO INCREASE THE NUMBER OF QUALITY SEATS IN AREA SCHOOLS$100,000
KANSAS CITY FRIENDS OF ALVIN AILEY
1714 EAST 18TH STREETKANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$25,000
KANSAS CITY REPERTORY THEATRE
4825 TROOST AVENUE SUITE 106KANSAS CITYMO64110PCONGOING PROGRAMS AND OPERATIONS$15,000
KANSAS CITY SYMPHONY
1703 WYANDOTTE ST SUITE 200KANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$25,000
KANSAS CITY YOUNG AUDIENCES
5601 WYANDOTTE STKANSAS CITYMO64113PCONGOING OPERATION OF ARTS PARTNERS$13,000
KEMPER MUSEUM MILESTONE FUND AT THE GKCF
4420 WARWICK BLVDKANSAS CITYMO64111PCONGOING PROGRAMS AND OPERATIONS$18,000
KIDS TLC
480 S ROGERS ROADOLATHEKS66062PCTHE PHOENIX SANCTUARY HOUSE$25,000
KU ENDOWMENT
PO BOX 928LAWRENCEKS66044PCGRANT FOR MATCH$1,840
KVC HEALTH SYSTEMS
21350 W 153RD STOLATHEKS66061PCBUILDING FAMILIES CAPITAL CAMPAIGN$50,000
LINDA HALL LIBRARY OF SCIENCE ENGINEERING & TECHNOLOGY
5109 CHERRY STREETKANSAS CITYMO64110PCLINDA HALL LIBRARY FOUNDATION COLLOQUIUM: THE SCIENCE OF LONGEVITY$5,000
LITERACY LAB KANSAS CITY
1003 K STREET NW SUITE 500WASHINGTONDC20001PCMISSOURI READING CORPS$10,000
LOCAL INITIATIVES SUPPORT CORPORATION - LISC
600 BROADWAY SUITE 280KANSAS CITYMO64105PCGREATER KANSAS CITY LISC$150,000
LOCAL INITIATIVES SUPPORT CORPORATION - LISC
600 BROADWAY SUITE 280KANSAS CITYMO64105PC"CATALYTIC URBAN REDEVELOPMENT INITIATIVE$10,000
LYRIC OPERA OF KANSAS CITY INC
1725 HOLMES STREETKANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$19,000
MATTIE RHODES COUNSELING & ARTS CENTER
1740 JEFFERSON STKANSAS CITYMO64108PCHISTORIC CERAMICS STUDIO ROOF REPAIR$25,000
MENTAL HEALTH ASSOCIATION OF THE HEARTLAND
739 MINNESOTA AVENUEKANSAS CITYKS66101PCBENEVON IMPLEMENTATION$10,000
METROPOLITAN COMMUNITY COLLEGE FOUNDATION
3200 BROADWAYKANSAS CITYMO64111PCFUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR THE HENRY W. BLOCH SCHOLARS PROGRAM DURING 2015$47,375
METROPOLITAN COMMUNITY COLLEGE FOUNDATION
3200 BROADWAYKANSAS CITYMO64111PCFUNDS TO SUPPORT THE EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2015$170
METROPOLITAN LUTHERAN MINISTRY
3031 HOLMES STKANSAS CITYMO64109PCNEW NORTHLAND SERVICE CENTER$50,000
MID AMERICA ASSISTANCE COALITION
1 WEST ARMOUR BLVD SUITE 301KANSAS CITYMO64111PCONGOING PROGRAMS AND OPERATIONS$25,000
MID-AMERICA ARTS ALLIANCE
2018 BALTIMORE AVENUEKANSAS CITYMO64108PCKANSAS CITY AREA CULTURAL PROGRAMMING$10,000
MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION
600 BROADWAYKANSAS CITYMO64105PCEARLY LEARNING PROGRAM OUTCOMES$25,000
MID-SHORE COMMUNITY FOUNDATION INC
102 EAST DOVER STREET 2ND FLOOREASTONMD21601PCGRANT FOR MATCH$1,000
MIDWEST CENTER FOR HOLOCAUST EDUCATION
5801 WEST 115TH STREET SUITE 106OVERLAND PARKKS66211PCDISCOVERY AND RECOVERY: PRESERVING IRAQI JEWISH HERITAGE$7,500
MILES OF SMILES
5536 NE ANTIOCH ROADKANSAS CITYMO64119PCPURCHASE OF AN OPERATORY CHAIR AND AUTOCLAVE FOR THE NEW LOCATION$9,000
MISSION OF HOPE CLINIC
6303 EVANSTON AVENUERAYTOWNMO64133PCPURCHASE OF A PORTABLE, DIGITAL XRAY MACHINE AND 3 OPERATORY LIGHTS FOR THE DENTAL CLINIC$13,500
MISSOURI COLLEGES FUND INC
3401 W TRUMAN BLVD STE 202JEFFERSON CITYMO65109PCONGOING OPERATION OF THE TEACHERS FIRST SCHOLARSHIP FUND$2,500
MISSOURI STATE UNIVERSITY FOUNDATION
300 S JEFFERSON AVE STE 100SPRINGFIELDMO65806PCGRANT FOR MATCH$1,000
MOCSA
3100 BROADWAY SUITE 400KANSAS CITYMO64111PCONGOING PROGRAMS AND OPERATIONS$11,000
MOOSEHEART CHILD CITY AND SCHOOL
155 SOUTH INTERNATIONAL DRIVEMOOSEHEARTIL60539PCHENRY W. BLOCH OUTSTANDING COMMUNITY SERVICE AWARD$2,000
NATIVITY PARISH SCHOOL
3800 W 119TH STLEAWOODKS66209PCGRANT FOR MATCH$1,000
NEBRASKA HUMANE SOCIETY
8929 FORT STREETOMAHANE68134PCGRANT FOR MATCH$5,000
NEIGHBORHOODS RISING FUND
MOHART MULTIPURPOSE CENTER 3200KANSAS CITYMO64109PCCOLLABORATIVE GRANTMAKING FUND TO SUPPORT NEIGHBORHOOD IMPROVEMENT PROJECTS.$10,000WAYNE
NEW REFORM TEMPLE
7100 MAINKANSAS CITYMO64114PCGRANT FOR MATCH$5,000
NILES HOME FOR CHILDREN
1911 E 23RD STKANSAS CITYMO64127PCSHELTER RENOVATIONS$25,000
NORTH VALLEY MUSIC SCHOOL
PO BOX 4446WHITEFISHMT59937PCGRANT FOR MATCH$250
NORTHEAST COMMUNITY CENTER INC
544 WABASH STKANSAS CITYMO64124PCHARMONY PROJECT KC$7,000
NORTHLAND HEALTH CARE ACCESS
PO BOX 14414PARKVILLEMO64152PCSTRATEGIC PLANNING$10,000
OPERATION BREAKTHROUGH
3039 TROOST AVENUEKANSAS CITYMO64109PCOB EARLY LEARNING COLLABORATIVE$20,000
OPERATION HOMEFRONT
1355 CENTRAL PARKWAY SOUTH SUITESAN ANTONIOTX78232PCHENRY W. BLOCH OUTSTANDING AWARD FOR COMMUNITY SERVICE$3,000100
OWENCOX DANCE GROUP
3925 MAIN STREET SUITE BKANSAS CITYMO64111PCTAKE THE STAGE PROGRAM$5,000
OZANAM
421 E 137TH STKANSAS CITYMO64145PCONGOING PROGRAMS AND OPERATIONS$6,500
PARISH OF ST PATRICK
1357 NE 42ND TERRACEKANSAS CITYMO64116PCCASH FOR CHAMPIONS$400
PEMBROKE HILL SCHOOL
400 W 51ST STREETKANSAS CITYMO64112PCGRANT FOR MATCH$1,000
PEMBROKE HILL SCHOOL
400 W 51ST STREETKANSAS CITYMO64112PCGRANT FOR MATCH$2,000
PHOENIX FAMILY
3908 WASHINGTONKANSAS CITYMO64111PCEXPANSION OF THE HIKE READING PROGRAM$10,000
RAVENWOOD NATURAL SCIENCE CENTER
PO BOX 1314WHITEFISHMT59937PCGRANT FOR MATCH$2,925
READING POWER INC
736 N WESTERN AVELAKE FORESTIL60045PCGRANT FOR MATCH$100
REGIS UNIVERSITY
3333 REGIS BLVD B-16DENVERCO80221PCGRANT FOR MATCH$500
REHABILITATION INSTITUTE OF KANSAS CITY
3011 BALTIMORE AVENUEKANSAS CITYMO64108PCRIKC - CHILDREN'S TLC MERGER$36,500
RESTART INC
918 EAST 9TH STREETKANSAS CITYMO64106PCSTAFF CAPACITY BUILDING ACTIVITIES$30,000
SAVE FOUNDATION INC
3000 HARRISON BLVDKANSAS CITYMO64109PCSILVERLEAF CAPITAL CAMPAIGN$35,000
SCIENCE PIONEERS
30 W PERSHING ROAD SUITE 410KANSAS CITYMO64108PCSTRATEGIC PLANNING$10,000
SCRANTON PREPARATORY SCHOOL
1000 WYOMING AVESCRANTONPA18509PCGRANT FOR MATCH$350
SECONDARY TRAUMA RESOURCE CENTER
PO BOX 7101KANSAS CITYMO64113PCCAPACITY BUILDING AND SUSTAINABILITY PLANNING$8,500
SHEFFIELD PLACE
6604 EAST 12TH STREETKANSAS CITYMO64126PCONGOING PROGRAMS AND OPERATIONS$6,500
SHERWOOD CENTER
7938 CHESTNUT AVEKANSAS CITYMO64132PCFUNDS TO INSTALL A NEW PLAYGROUND$25,000
SHOW ME KC SCHOOLS
4049 W PENNSYLVANIA AVE SUITE 301KANSAS CITYMO64111PCSTRATEGIC PLANNING$10,000
SMITH COLLEGE
GIFT ACCOUNTING 33 ELM STNORTHAMPTONMA01063PCGRANT FOR MATCH$3,000
SOUTHERN METHODIST UNIVERSITY
PO BOX 750402DALLASTX75275PCGRANT FOR MATCH$4,500
ST ANN'S CATHOLIC SCHOOL
7241 MISSION ROADPRAIRIE VILLAGEKS66208PCGRANT FOR MATCH$500
ST JAMES ACADEMY
24505 PRAIRIE STAR PARKWAYLENEXAKS66111PCGRANT FOR MATCH$1,000
ST JAMES ACADEMY
24505 PRAIRIE STAR PARKWAYLENEXAKS66111PCCASH FOR CHAMPIONS$400
STACKS YOUTH PROJECT
305 N SCOTTBELTONMO64012PCCASH FOR CHAMPIONS$400
SUMMERFEST CONCERTS INC
PO BOX 22697KANSAS CITYMO64113PCONGOING PROGRAMS AND OPERATIONS$3,500
SWOPE CORRIDOR RENAISSANCETHE UPPER ROOM INC
5930 SWOPE PARKWAYKANSAS CITYMO64130PCRAISING A READER KANSAS CITY PROGRAM$25,000
SYNERGY SERVICES
400 E 6TH STPARKVILLEMO64152PCCAPITAL CAMPAIGN$37,500
TALBOT INTERFAITH SHELTER
107 GOLDSBOROUGH STEASTONMD21601PCGRANT FOR MATCH$500
THE ARTS COUNCIL OF METROPOLITAN KANSAS CITY
106 SW BLVDKANSAS CITYMO64108PCARTSKC FUND-CATALYST CATEGORY$35,000
THE ARTS COUNCIL OF METROPOLITAN KANSAS CITY
106 SW BLVDKANSAS CITYMO64108PCEXECUTIVE DIRECTOR TRANSITION$5,000
THE CHILDREN'S PLACE
2 EAST 59TH STREETKANSAS CITYMO64113PCGRANT FOR MATCH$1,000
THE COTERIE
2450 GRAND BLVD SUITE 144KANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$9,000
THE COTERIE
2450 GRAND BLVD SUITE 144KANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$9,000
THE NATIONAL MUSEUM OF TOYS AND MINIATURES SUPPORT FUND
5235 OAK STREETKANSAS CITYMO64112PCGRANT FOR MATCH$2,000
THE NATURE CONSERVANCY KANSAS CHAPTER
2420 NW BUTTON ROADTOPEKAKS66618PCCONSERVATION 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 STKANSAS CITYMO64111PCGRANT FOR MATCH$15,000
THE OHIO STATE UNIVERSITY FOUNDATION
PO BOX 710811COLUMBUSOH43271PCGRANT FOR MATCH$150
THE PAUL MESNER PUPPETS INC
1006 LINWOOD BLVDKANSAS CITYMO64105PCLIGHTING AND AUDIO-VISUAL SYSTEM$6,000
THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
5200 OAK STKANSAS CITYMO64112PCASSOCIATE ENGAGEMENT: MEALS ON WHEELS$2,500
THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
5200 OAK STKANSAS CITYMO64112PCONGOING OPERATION OF THE SENIOR COMPANIONS PROGRAM$5,500
THE SPHINX ORGANIZATION
400 RENAISSANCE CTR STE 2250DETROITMI48243PCGRANT FOR MATCH$4,000
TURN THE PAGE KC
414 E 12TH STREET FLOOR 29KANSAS CITYMO64106PCESTABLISHMENT OF THE EDUHUB$25,000
UMKC FOUNDATION
202 ADMINISTRATIVE CENTERKANSAS CITYMO64112PCGRANT FOR MATCH$15,525
UMKC FOUNDATION
202 ADMINISTRATIVE CENTERKANSAS CITYMO64112PCFUNDS TO SUPPORT THE EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2015$2,775
UMKC FOUNDATION
202 ADMINISTRATIVE CENTERKANSAS CITYMO64112PCFUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR THE HENRY W. BLOCH SCHOLARS PROGRAM DURING 2015$189,896
UNICORN THEATRE
3828 MAIN STREETKANSAS CITYMO64111PCONGOING PROGRAMS AND OPERATIONS$9,000
UNITED FUND OF TALBOT COUNTY
121 N WASHINGTON STEASTONMD21601PCGRANT FOR MATCH$3,500
UNITED INNER CITY SERVICES
2008 E 12TH STKANSAS CITYMO64127PCCAPACITY BUILDING AND INSTRUCTIONAL PLANNING$25,000
UNITED WAY OF GREATER KANSAS CITY
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112PCUNITED WAY DIVERSITY AND INCLUSION EFFORT$50,000
UNITED WAY OF GREATER KANSAS CITY
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112PCONGOING OPERATIONS OF THE 2-1-1 INFORMATION AND REFERRAL SYSTEM$15,000
UNIVERSITY OF MISSOURI-COLUMBIA
407 REYNOLDS ALUMNI CENTERCOLUMBIAMO65211PCGRANT FOR MATCH$2,140
UNIVERSITY OF NOTRE DAME
1100 GRACE HALLNOTRE DAMEIN46556PCGRANT FOR MATCH$5,000
UNIVERSITY OF SCRANTON
800 LINDEN STSCRANTONPA18510PCGRANT FOR MATCH$650
UNIVERSITY OF WISCONSIN EAU CLAIRE FOUNDATION
214 SCHOFIELD HALLEAU CLAIREWI54702PCGRANT FOR MATCH$5,000
VASSAR COLLEGE
124 RAYMOND AVENUE BOX 14POUGHKEEPSIENY12604PCGRANT FOR MATCH$5,000
WASHINGTON UNIVERSITY
ONE BROOKINGS DRIVE BOX 1210ST LOUISMO63130PCGRANT FOR MATCH$1,000
WILDWOOD OUTDOOR EDUCATION CENTER
1403 SOUTHWEST BLVD STE 2BKANSAS CITYKS66103PCONGOING PROGRAMS AND OPERATIONS$6,500
WILLIAM JEWELL COLLEGE
500 COLLEGE HILLLIBERTYMO64068PCGRANT FOR MATCH$2,000
WOMEN'S EMPLOYMENT NETWORK
920 MAIN STREET SUITE 100KANSAS CITYMO64105PCMONEY MATTERS FINANCIAL EDUCATION SERIES$30,000
WONDERLAND CAMP FOUNDATION INC
18591 MILLER CIRCLEROCKY MOUNTMO65072PCCASH FOR CHAMPIONS$400
WOODRUFF ARTS CENTER
1280 PEACHTREE STREET NEATLANTAGA30309PCGRANT FOR MATCH$5,000
YOUNG WOMEN ON THE MOVE
2907 NORTH 81ST STREETKANSAS CITYKS66109PCPURCHASE A VAN FOR PROGRAM SERVICES$15,000
YOUTH SYMPHONY OF KANSAS CITY
209 W 18TH STREETKANSAS CITYMO64108PCONGOING PROGRAMS AND OPERATIONS$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,815,517TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARGENTINE NEIGHBORHOOD DEVELOPMENT ASSOCIATION
2502 STRONG AVEKANSAS CITYKS66106PCANDA CAPACITY BUILDING PROJECT$15,000
ARTS AND RECREATION FOUNDATION OF OVERLAND PARK
13800 SWITZER ROADOVERLAND PARKKS66221PCFUNDS TO SUPPORT THE CAPITAL CAMPAIGN AT DEANNA ROSE FARMSTEAD$10,000
CROSS-LINES COMMUNITY OUTREACH
736 SHAWNEE AVENUEKANSAS CITYKS66105PCSUPPORT FOR THE HOPE FOR A BETTER TOMORROW CAPITAL CAMPAIGN$25,000
KVC HEALTH SYSTEMS
21350 W 153RD STOLATHEKS66061PCFUNDS TO SUPPORT THE BUILDING FAMILIES CAPITAL CAMPAIGN$50,000
NEWHOUSE
PO BOX 240019KANSAS CITYMO64124PCFUNDS TO SUPPORT THE NEW BEGINNINGS CAPITAL CAMPAIGN$50,000
OPERATION BREAKTHROUGH
3039 TROOST AVENUEKANSAS CITYMO64109PCFUNDS TO SUPPORT THE OB EARLY LEARNING COLLABORATIVE$20,000
REHABILITATION INSTITUTE OF KANSAS CITY
3011 BALTIMORE AVENUEKANSAS CITYMO64108PCFUNDS TO SUPPORT THE RIKC - CHILDREN'S TLC MERGER$36,500
RESTART INC
918 EAST 9TH STREETKANSAS CITYMO64106PCONGOING PROGRAMS AND OPERATIONS$14,850
SYNERGY SERVICES
400 E 6TH STPARKVILLEMO64152PCFUNDS TO SUPPORT THE CAPITAL CAMPAIGN$37,500
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$258,850TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$650ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$684,170ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,284ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,457,784ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescUNREALIZED GAIN (LOSS) ON INVESTMENTSDesc
Exclusion14ExclusionCd
Exclusion-$5,985,295ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$1,840,407ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$1,840,407TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHR BLOCK INCContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HR BLOCK WAYAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd
FieldValueIRS element (for citing)
Total Contributions$154,700TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND AUDIT FEESCategoryTxt
Amt$68,648Amt
Net Investment Income$60,290NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,358DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990-PF, PART VIII, LINE 1, OFFICER COMPENSATIONTHE FOUNDATION HAS NO EMPLOYEES. ALL MANAGEMENT SERVICES ARE PROVIDED THROUGH HRB MANAGEMENT, INC. WHO IS PAID A MANAGEMENT FEE AS DISCLOSED IN PART VIII, LINE 3, HIGHLY PAID CONTRACTORS. OFFICERS DAVID P. MILES AND CAREY WILKERSON ARE EMPLOYEES OF AND ARE PAID BY HRB MANAGEMENT, INC. PURSUANT TO THE FORM 990-PF INSTRUCTIONS, THE PORTION OF THE COMPENSATION PAID TO THE MANAGEMENT SERVICES COMPANY (HRB MANAGEMENT, INC.) THAT RELATES TO SERVICES PROVIDED BY THE FOUNDATION OFFICERS IS REPORTED IN PART VIII, LINE 1, OFFICER COMPENSATION AS IF THE FOUNDATION HAD PAID THE OFFICERS DIRECTLY. THE TOTAL AMOUNT PAID TO HRB MANAGEMENT, INC. REPORTED IN PART VIII, LINE 3, HIGHLY PAID CONTRACTORS INCLUDES THE AMOUNT OF OFFICER COMPENSATION SEPARATELY REPORTED IN PART VIII, LINE 1, OFFICER COMPENSATION.
FORM 990-PF, PART XVI-ATHE FOUNDATION FILES A FEDERAL FORM 990-T TO REPORT NET INCOME OR LOSS FROM UNRELATED BUSINESS INCOME RESULTING FROM INVESTMENTS IN VARIOUS PARTNERSHIPS. THE FOUNDATION ACCOUNTS FOR INVESTMENTS IN PARTNERSHIPS ON A GAAP BASIS, AND THEREFORE DOES NOT RECORD UNRELATED BUSINESS INCOME OR LOSS REPORTED ON TAX SCHEDULE K-1 IN ITS BOOKS AND RECORDS. AS A RESULT, NO UNRELATED BUSINESS INCOME OR LOSS IS REPORTED ON FORM 990-PF PART I, COLUMN A, REVENUE AND EXPENSES PER BOOKS OR ON PART XVI-A, ANALYSIS OF INCOME-PRODUCING ACTIVITIES, COLUMNS (A) AND (B), UNRELATED BUSINESS INCOME.

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (23 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ARCHIPELAGO HOLDINGS CLASS AFMV$0$0
DIMENSIONAL EMERGING MARKETS FUNDFMV$2,042,204$2,042,204
FIR TREE INTERNATIONAL VALUE FUNDFMV$1,450,755$1,450,755
GRUSS GLOBAL INVESTORS MASTER FUNDFMV$1,657,240$1,657,240
OCTAVIAN OFFSHORE FUNDFMV$80,203$80,203
SSGA INTERMEDIATE US GOVT BOND FUNDFMV$5,991,900$5,991,900
SSGA RUSSELL 3000 LENDING INDEX CTFFMV$12,577,831$12,577,831
SSGA MSCI EAFE INDEXFMV$9,469,573$9,469,573
VANGUARD DIVIDEND APPRECIATION FUNDFMV$1,578,381$1,578,381
WELLINGTON CTF DIHFMV$1,763,483$1,763,483
COLCHESTERFMV$2,119,275$2,119,275
FRANKLIN TEMPLETONFMV$2,254,794$2,254,794
WINGATE PARTNERSFMV$294,911$294,911
CID CAPITALFMV$298,880$298,880
DODDINGTON GLOBAL FUND LLCFMV$2,073,058$2,073,058
FPA CRESCENT FUNDFMV$0$0
VANGARD EMERGING MARKETSFMV$1,810,466$1,810,466
COMMER TORTOISEFMV$1,144,921$1,144,921
LAZARD GLOBALFMV$1,360,873$1,360,873
SEMPER VICFMV$3,001,009$3,001,009
RIVERVEST VENTURE FUNDFMV$277,713$277,713
WELLINGTON CTF DURABLEFMV$1,407,759$1,407,759
OAKWOOD REAL ESTATE PARTNERS IIFMV$310,197$310,197

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,034LegalFeesAmt
Net Investment Income$152NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,882DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM MARION AND HENRY BLOCH FAMILY FOUNDATIONDesc
BOY Book Value$25,650BOYBookValueAmt
EOY Book Value$27,773EOYBookValueAmt
EOYFMV$27,773EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INFORMATION TECHNOLOGY$6,853$0$6,853
SPECIAL EVENT EXPENSE$2,010$101$1,910
VOLUNTEER PROGRAM COSTS$1,099$0$1,099
INSURANCE-GENERAL$4,835$0$0
MISCELLANEOUS$3,391$169$3,221

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME (LOSS) FROM SCHEDULES K-1$453,849
OTHER INVESTMENT INCOME$2,284$2,284$2,284
UNREALIZED GAIN (LOSS) ON INVESTMENTS-$5,985,295-$5,985,295

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO HRB MANAGEMENT, INC.Desc
BOY Book Value$55,143BOYBookValueAmt
EOY Book Value$50,274EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISOR AND SERVICE FEES$267,439$170,646$0
MANAGEMENT FEES$292,097$23,368$268,729
CONSULTING FEES$33,189$1,659$31,530

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$56,330Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt