2016-09-12T17:07:37-05:00 2015-12-31 420714325 RSM US LLP 221 THIRD AVENUE SE STE 300 CEDAR RAPIDS IA 524011512 990PF 2015-01-01 237378232 H & R BLOCK FOUNDATION H&RB 8168544361 1 H AND R BLOCK WAY KANSAS CITY MO 641051905 DAVID P MILES PRESIDENT 8168544361 2016-09-09 1 CARLEY UMSTEAD P00982177 3192985333 2015 2017-02-10 21:41:12Z X 56729987 X 154700 650 650 684170 399758 3457784 19072796 7051373 -5983011 456133 -1685707 7907914 0 0 0 3034 152 2882 68648 60290 8358 592725 195673 300259 56330 0 0 6864 343 6521 5102 510 4592 18188 270 13083 750891 257238 335695 2815517 2815517 3566408 257238 3151212 -5252115 7650676 2880986 3736788 3736788 59080335 52965426 52965426 25650 27773 27773 61986971 56729987 56729987 55143 50274 55143 50274 X 35584560 35584560 0 0 26347268 21095153 61931828 56679713 61986971 56729987 61931828 -5252115 0 56679713 0 56679713 LONG-TERM CAPITAL GAIN DISTRIBUTION 17669 17669 17669 TORTOISE 294129 353323 -59194 -59194 PASSTHROUGH FROM SCH K-1 TORTOISE 1645 -1645 -1645 WELLINGTON 528667 524009 4658 4658 PASSTHROUGH FROM SCH K-1 WELLINGTON 241723 -241723 -241723 CHARLES SCHWAB 3363802 3252099 111703 111703 ARCHIPELAGO 7352078 4141515 3210563 3210563 VANGUARD 500000 336833 163167 163167 DODDINGTON 144954 144954 0 0 PASSTHROUGH FROM SCH K-1 DODDINGTON 122870 122870 122870 SEMPER VIC 1100000 1065253 34747 34747 OCTAVIAN 301015 347375 -46360 -46360 COLCHESTER 0 0 PASSTHROUGH FROM SCH K-1 COLCHESTER 27010 27010 27010 SSGA RUSSELL 3000 9430 6567 2863 2863 PASSTHROUGH FROM SCH K-1 SSGA RUSSELL 3000 3149505 3149505 3149505 SSGA MSCI 10281 8440 1841 1841 PASSTHROUGH FROM SCH K-1 SSGA MSCI 624787 624787 624787 SSGA US GOV 1505289 1597687 -92398 -92398 PASSTHROUGH FROM SCH K-1 SSGA US GOV 21310 21310 21310 7051373 0 3506488 63603473 0.055130 3193717 61150004 0.052228 1930600 57048831 0.033841 2929595 58100755 0.050423 2870636 53886790 0.053272 0.244894 0.048979 59711766 2924623 76507 3001130 3151212 X 76507 0 76507 0 76507 82442 50000 132442 55935 55935 0 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 HRBLOCKFOUNDATION.ORG DAVID MILES 8168544361 1 H R BLOCK WAY KANSAS CITY MO 64105 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HENRY W BLOCH 1 H R BLOCK WAY KANSAS CITY MO 64105 CHAIRMAN, TREASURER, DIREC 5.00 0 0 0 THOMAS M BLOCH 1 H R BLOCK WAY KANSAS CITY MO 64105 VICE CHAIRMAN, DIRECTOR 5.00 0 0 0 BRUCE C DAVISON 1 H R BLOCK WAY KANSAS CITY MO 64105 DIRECTOR 0.50 0 0 0 THOMAS A GERKE 1 H R BLOCK WAY KANSAS CITY MO 64105 DIRECTOR 0.50 0 0 0 WILLIAM A HALL 1 H R BLOCK WAY KANSAS CITY MO 64105 DIRECTOR 0.50 0 0 0 EDWARD T MATHENY JR 1 H R BLOCK WAY KANSAS CITY MO 64105 DIRECTOR 0.50 0 0 0 MORTON I SOSLAND 1 H R BLOCK WAY KANSAS CITY MO 64105 DIRECTOR 0.50 0 0 0 EVANGELINE RICH 1 H R BLOCK WAY KANSAS CITY MO 64105 ASSISTANT TREASURER 0.50 0 0 0 DAVID P MILES - SEE STMT 15 1 H R BLOCK WAY KANSAS CITY MO 64105 PRESIDENT 13.00 56113 6140 0 CAREY WILKERSON LOONEY - SEE STMT 1 1 H R BLOCK WAY KANSAS CITY MO 64105 VICE PRESIDENT & SECRETARY 28.00 56501 11439 0 NONE 0 HRB MANAGEMENT INC 1 H R BLOCK WAY KANSAS CITY MO 64105 MANAGEMENT 308900 CAMBRIDGE ASSOCIATES LLC 100 SUMMER STREET BOSTON MA 02110 INVESTMENT ADVISOR 85794 0 0 58165201 2455881 0 60621082 0 0 60621082 909316 59711766 2985588 2985588 76507 76507 2909081 0 2909081 0 2909081 3151212 0 3151212 76507 3074705 2909081 0 0 190700 94841 199167 397772 882480 3151212 0 0 0 2909081 242131 0 0 1124611 0 0 0 0 0 0 190700 933911 94841 199167 397772 242131 H R BLOCK FOUNDATION ONE HR BLOCK WAY KANSAS CITY MO 64105 8168544361 VISIT HRBLOCKFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES. VISIT HRBLOCKFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES. THE FOUNDATION PREFERS TO SUPPORT PROJECTS AND PROGRAMS THAT STRIVE FOR EXCELLENCE, IMPROVE SERVICE FOR CLIENTS AND STRENGTHEN THE ORGANIZATION. A MAJOR EMPHASIS IS PLACED ON SUPPORT OF ACTIVITIES THAT SERVE UNDERSERVED, LOW-INCOME PERSONS LIVING IN JACKSON, CLAY, AND PLATTE COUNTIES IN MISSOURI, AND WYANDOTTE AND JOHNSON COUNTIES IN KANSAS. AFTER THE HARVEST 406 W 34TH ST STE 816 KANSAS CITY MO 64111 PC FUNDS FOR DATABASE DEVELOPMENT 20000 ALPINE THEATRE PROJECT PO BOX 1959 WHITEFISH MT 59937 PC GRANT FOR MATCH 1000 AMETHYST PLACE 2735 TROOST KANSAS CITY MO 64109 PC PURCHASE OF AND RENOVATIONS FOR A NEW BUILDING 35000 ARGENTINE NEIGHBORHOOD DEVELOPMENT ASSOCIATION 2502 STRONG AVE KANSAS CITY KS 66106 PC CAPACITY BUILDING 20000 ARTS COUNCIL OF JOHNSON COUNTY 15301 W 87TH ST PKWYSTE B40 LENEXA KS 66219 PC COMMUNICATIONS AND SOCIAL MEDIA INTERNSHIP 5000 ASCENSION CATHOLIC SCHOOL 9510 W 127TH ST OVERLAND PARK KS 66213 PC GRANT FOR MATCH 1000 BAY HARBOR FOUNDATION 750 BAY HARBOR DR BAY HARBOR MI 49770 PC GRANT FOR MATCH 5000 BIG BROTHERSBIG SISTERS KANSAS CITY 1709 WALNUT STREET KANSAS CITY MO 64108 PC THE NEXT BIG THING CAMPAIGN 75000 BILLINGS CENTRAL CATHOLIC HIGH 3 BROADWATER AVE BILLINGS MT 59101 PC GRANT FOR MATCH 400 BISHOP WARD HIGH SCHOOL 708 NORTH 18TH STREET KANSAS CITY KS 66102 PC IMPROVE INFRASTRUCTURE FOR TECHNOLOGY 25000 BOYS AND GIRLS CLUBS OF GREATER KANSAS CITY 4001 BLUE PARKWAY STE 102 KANSAS CITY MO 64130 PC TEEN SERVICES PROGRAM - INDEPENDENCE UNIT 25000 CARE 1528 27TH STREET SE RUSKIN FL 33570 PC HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE 5000 CALIFORNIA ODYSSEY OF THE MIND 20304 DAYTON ST RIVERSIDE CA 92508 PC CASH FOR CHAMPIONS 400 CAMPS FOR KIDS 8014 STATE LINE RD STE 103 LEAWOOD KS 66208 PC ONGOING PROGRAMS AND OPERATIONS 6500 CAPITAL UNIVERSITY 1 COLLEGE MAIN COLUMBUS OH 43209 PC GRANT FOR MATCH 1000 CASA OF JOHNSON & WYANDOTTE COUNTIES 5700 BROADMOOR SUITE 201 MISSION KS 66202 PC ONGOING PROGRAMS AND OPERATIONS 4500 CATHOLIC CHARITIES OF NORTHEAST KANSAS 9720 WEST 87TH STREET OVERLAND PARK KS 66212 PC PURCHASE OF BOX TRUCK AND EQUIPMENT FOR FOOD RELIEF PROGRAMS 28000 CENTER FOR PRACTICAL BIOETHICS 1111 MAIN SUITE 500 KANSAS CITY MO 64105 PC IMPROVING ADVANCE CARE PLANNING FOR AFRICAN-AMERICANS 10000 CENTRAL MICHIGAN UNIVERSITY 524 EAST BELLOWS MT PLEASANT MI 48858 PC GRANT FOR MATCH 225 CHARLOTTE STREET FOUNDATION PO BOX 10263 KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 6000 CHILD ABUSE PREVENTION ASSOCIATION INC 503 E 23RD STREET INDEPENDENCE MO 64055 PC FUNDS TO SUPPORT STRATEGIC PLANNING 10000 CHWC INC 2 SOUTH 14TH STREET KANSAS CITY KS 66102 PC AFFORDABLE HOUSING CAPACITY BUILDING 30000 CLAY COUNTY CLOTHES CLOSET 3939 N CLEVELAND AVE KANSAS CITY MO 64117 PC CLOTHING FOR LOW-INCOME CHILDREN LIVING IN CLAY COUNTY, MISSOURI 2500 COALITION OF HISPANIC WOMEN AGAINST CANCER 650 MINNESOTA AVENUE KANSAS CITY KS 66101 PC HENRY W. BLOCH OUSTANDING COMMUNITY SERVICE AWARD: IJ MNOOKIN AWARD WINNER 5000 COMMUNITY LINC 4012-14 TROOST KANSAS CITY MO 64110 PC IMMEDIATE HOUSING PROGRAM 25000 COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND ROAD INDEPENDENCE MO 64050 PC WORK EXPRESS CAPACITY BUILDING PROJECT 20100 CORBETT PREP SCHOOL OF IDS 12015 ORANGE GROVE DR TAMPA FL 33618 PC GRANT FOR MATCH 1000 CRISTO REY KANSAS CITY 211 WEST LINWOOD BLVD KANSAS CITY MO 64111 PC CRISTO REY LITERACY INITIATIVE 35000 CROSS-LINES COMMUNITY OUTREACH 736 SHAWNEE AVENUE KANSAS CITY KS 66105 PC HOPE FOR A BETTER TOMORROW CAPITAL CAMPAIGN 25000 DEPAUW UNIVERSITY 300 E SEMINARY STREET GREENCASTLE IN 46135 PC GRANT FOR MATCH 1000 DON BOSCO COMMUNITY CENTER 580 CAMPBELL STREET KANSAS CITY MO 64108 PC MEAL PROGRAM'S SYSTEM CONVERSION 20000 DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 PC FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR THE HENRY W. BLOCH SCHOLARS PROGRAM DURING 2015 26858 DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 PC FUNDS TO SUPPORT THE EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2015 485 DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 PC FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR THE HENRY W. BLOCH SCHOLARS PROGRAM DURING 2015 38153 DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 2500 DOWNTOWN TOPEKA FOUNDATION 515 S KANSAS AVE STE A TOPEKA KS 66603 PC GRANT FOR MATCH 2000 EL CENTRO INC 650 MINNESOTA AVENUE KANSAS CITY KS 66101 PC ACADEMY FOR CHILDREN RUBBER MULCH HEALTH AND SAFETY PROJECT 16000 EPEC INC 5829 TROOST AVE SUITE B KANSAS CITY MO 64110 PC GROOMING SCHOOL RENOVATIONS AND FURNISHINGS 5000 FAMILY HEALTH CARE 300 SOUTHWEST BOULEVARD KANSAS CITY KS 66103 PC BONE DENSITY SCREENING PROJECT 45000 FOSTER ADOPT CONNECT (FKA MIDWEST FOSTER CARE AND ADOPTION ASSOCIATION) 18600 E 37TH TERRACE INDEPENDENCE MO 64057 PC IN-HOUSE CLINICAL THERAPIST 25000 FRIENDS OF CHAMBER MUSIC 4635 WYANDOTTE ST SUITE 201 KANSAS CITY MO 64112 PC ONGOING PROGRAMS AND OPERATIONS 14500 FRONT PORCH ALLIANCE 3210 MICHIGAN KANSAS CITY MO 64109 PC GRANT FOR MATCH 4600 GEORGETOWN UNIVERSITY 600 NEW JERSEY AVE NW WASHINGTON DC 20001 PC GRANT FOR MATCH 350 GILLIS CENTER INC 8150 WORNALL RD KANSAS CITY MO 64114 PC CRISIS RESPONSE THERAPIST 40000 GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC 8383 BLUE PARKWAY KANSAS CITY MO 64133 PC RETENTION TRAINING FOR TROOP LEADERS OF OLDER GIRL SCOUTS 10000 GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC 8383 BLUE PARKWAY KANSAS CITY MO 64133 PC CASH FOR CHAMPIONS 400 GIVING THE BASICS INC 3150 MERCIER SUITE 270-D2 KANSAS CITY MO 64111 PC KANSAS CITY METRO SCHOOL INITIATIVES 5000 GLACIER NATIONAL PARK CONSERVANCY PO BOX 2749 COLUMBIA FALLS MT 59912 PC GRANT FOR MATCH 1000 GREAT PLAINS SPCA 5428 ANTIOCH DR MERRIAM KS 66202 PC CASH FOR CHAMPIONS 400 GREATER KANSAS CITY COMMUNITY FOUNDATION 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 PC PROFESSIONAL DEVELOPMENT WORKSHOP: "RESPONSIVE PHILANTHROPY IN BLACK COMMUNITIES" 3000 GREATER KANSAS CITY HISPANIC DEVELOPMENT FUND AT THE GKCF 1055 BROADWAY BLVD SUITE 130 KANSAS CITY MO 64105 PC FUNDS TO SUPPORT POST-SECONDARY SCHOLARSHIPS FOR AREA HISPANIC STUDENTS 10000 HAPPYBOTTOMS 14820 W 107TH ST LENEXA KS 66215 PC TECHNOLOGY UPGRADES 10000 HARRIMAN-JEWELL SERIES 500 COLLEGE HILL BOX 1015 LIBERTY MO 64068 PC ONGOING PROGRAMS AND OPERATIONS 9500 HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS 500 W US HIGHWAY 24 INDEPENDENCE MO 64050 PC GRANT FOR MATCH 1000 HARVARD UNIVERSITY 124 MOUNT AUBURN STREET FLOOR 4 CAMBRIDGE MA 02138 PC GRANT FOR MATCH 3000 HARVESTERS - THE COMMUNITY FOOD NETWORK 3801 TOPPING AVE KANSAS CITY MO 64108 PC GRANT FOR MATCH 2000 HARVESTERS - THE COMMUNITY FOOD NETWORK 3801 TOPPING AVE KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 25000 HARVESTERS - THE COMMUNITY FOOD NETWORK 3801 TOPPING AVE KANSAS CITY MO 64108 PC ASSOCIATE ENGAGEMENT 2500 HEALTH PARTNERSHIP CLINIC OF JOHNSON COUNTY 407 S CLAIRBORNE RD OLATHE KS 66062 PC PHYSICIAN SERVICES AT HPC 25000 HEART OF AMERICA COMMUNITY AIDS PARTNERSHIP 801 W 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC COLLABORATIVE GRANTMAKING ACTIVITIES FOR AIDS SERVICE ORGANIZATIONS DURING 2015 10000 HEIT'S POINT LUTHERAN MINISTRIES 28345 HEITS POINT AVE LINCOLN MO 65338 PC CASH FOR CHAMPIONS 200 HENRY WOLLMAN BLOCH FOUNTAIN FUND AT THE GKCF 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 PC REPAIRS AND RENOVATIONS TO THE HENRY WOLLMAN BLOCH FOUNTAIN 350000 HIGH ASPIRATIONS 6320 BROOKSIDE PLAZA SUITE 263 KANSAS CITY MO 64113 PC ONGOING PROGRAMS AND OPERATIONS 5000 HOPE CENTER FOR WOMEN 150 CLINE ROAD SCOTTSVILLE KY 42164 PC HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE 5000 HYMAN BRAND HEBREW ACADEMY 5801 WEST 115TH STREET STE 102 OVERLAND PARK KS 66211 PC GRANT FOR MATCH 1000 INTERNATIONAL RELATIONS COUNCIL 106 W 11TH STREET 1650 KANSAS CITY MO 64105 PC ONGOING PROGRAMS AND OPERATIONS 5000 JACKSON COUNTY CASA 2544 HOLMES KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 11000 JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH ST STE 201 OVERLAND PARK KS 66211 PC HIRING OF A COMMUNITY SECURITY DIRECTOR 25000 JOHNSON COUNTY INTERFAITH HOSPITALITY NETWORK 6315 WEST 110TH STREET OVERLAND PARK KS 66211 PC COMMUNICATIONS AND WEBSITE REDESIGN 10000 KANSAS CITY ART INSTITUTE 4415 WARWICK BLVD KANSAS CITY MO 64111 PC ONGOING OPERATION OF THE H&R BLOCK ARSTSPACE 18000 KANSAS CITY BALLET 500 WEST PERSHING ROAD KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 22000 KANSAS CITY CARE CLINIC 3515 BROADWAY KANSAS CITY MO 64111 PC CASH FOR CHAMPIONS 200 KANSAS CITY EDUCATION FUNDERS COLLABORATIVE AT THE GKCF 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 PC PROFESSIONAL DEVELOPMENT AND CLASSROOM PROJECTS TO INCREASE THE NUMBER OF QUALITY SEATS IN AREA SCHOOLS 100000 KANSAS CITY FRIENDS OF ALVIN AILEY 1714 EAST 18TH STREET KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 25000 KANSAS CITY REPERTORY THEATRE 4825 TROOST AVENUE SUITE 106 KANSAS CITY MO 64110 PC ONGOING PROGRAMS AND OPERATIONS 15000 KANSAS CITY SYMPHONY 1703 WYANDOTTE ST SUITE 200 KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 25000 KANSAS CITY YOUNG AUDIENCES 5601 WYANDOTTE ST KANSAS CITY MO 64113 PC ONGOING OPERATION OF ARTS PARTNERS 13000 KEMPER MUSEUM MILESTONE FUND AT THE GKCF 4420 WARWICK BLVD KANSAS CITY MO 64111 PC ONGOING PROGRAMS AND OPERATIONS 18000 KIDS TLC 480 S ROGERS ROAD OLATHE KS 66062 PC THE PHOENIX SANCTUARY HOUSE 25000 KU ENDOWMENT PO BOX 928 LAWRENCE KS 66044 PC GRANT FOR MATCH 1840 KVC HEALTH SYSTEMS 21350 W 153RD ST OLATHE KS 66061 PC BUILDING FAMILIES CAPITAL CAMPAIGN 50000 LINDA HALL LIBRARY OF SCIENCE ENGINEERING & TECHNOLOGY 5109 CHERRY STREET KANSAS CITY MO 64110 PC LINDA HALL LIBRARY FOUNDATION COLLOQUIUM: THE SCIENCE OF LONGEVITY 5000 LITERACY LAB KANSAS CITY 1003 K STREET NW SUITE 500 WASHINGTON DC 20001 PC MISSOURI READING CORPS 10000 LOCAL INITIATIVES SUPPORT CORPORATION - LISC 600 BROADWAY SUITE 280 KANSAS CITY MO 64105 PC GREATER KANSAS CITY LISC 150000 LOCAL INITIATIVES SUPPORT CORPORATION - LISC 600 BROADWAY SUITE 280 KANSAS CITY MO 64105 PC "CATALYTIC URBAN REDEVELOPMENT INITIATIVE 10000 LYRIC OPERA OF KANSAS CITY INC 1725 HOLMES STREET KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 19000 MATTIE RHODES COUNSELING & ARTS CENTER 1740 JEFFERSON ST KANSAS CITY MO 64108 PC HISTORIC CERAMICS STUDIO ROOF REPAIR 25000 MENTAL HEALTH ASSOCIATION OF THE HEARTLAND 739 MINNESOTA AVENUE KANSAS CITY KS 66101 PC BENEVON IMPLEMENTATION 10000 METROPOLITAN COMMUNITY COLLEGE FOUNDATION 3200 BROADWAY KANSAS CITY MO 64111 PC FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR THE HENRY W. BLOCH SCHOLARS PROGRAM DURING 2015 47375 METROPOLITAN COMMUNITY COLLEGE FOUNDATION 3200 BROADWAY KANSAS CITY MO 64111 PC FUNDS TO SUPPORT THE EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2015 170 METROPOLITAN LUTHERAN MINISTRY 3031 HOLMES ST KANSAS CITY MO 64109 PC NEW NORTHLAND SERVICE CENTER 50000 MID AMERICA ASSISTANCE COALITION 1 WEST ARMOUR BLVD SUITE 301 KANSAS CITY MO 64111 PC ONGOING PROGRAMS AND OPERATIONS 25000 MID-AMERICA ARTS ALLIANCE 2018 BALTIMORE AVENUE KANSAS CITY MO 64108 PC KANSAS CITY AREA CULTURAL PROGRAMMING 10000 MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION 600 BROADWAY KANSAS CITY MO 64105 PC EARLY LEARNING PROGRAM OUTCOMES 25000 MID-SHORE COMMUNITY FOUNDATION INC 102 EAST DOVER STREET 2ND FLOOR EASTON MD 21601 PC GRANT FOR MATCH 1000 MIDWEST CENTER FOR HOLOCAUST EDUCATION 5801 WEST 115TH STREET SUITE 106 OVERLAND PARK KS 66211 PC DISCOVERY AND RECOVERY: PRESERVING IRAQI JEWISH HERITAGE 7500 MILES OF SMILES 5536 NE ANTIOCH ROAD KANSAS CITY MO 64119 PC PURCHASE OF AN OPERATORY CHAIR AND AUTOCLAVE FOR THE NEW LOCATION 9000 MISSION OF HOPE CLINIC 6303 EVANSTON AVENUE RAYTOWN MO 64133 PC PURCHASE OF A PORTABLE, DIGITAL XRAY MACHINE AND 3 OPERATORY LIGHTS FOR THE DENTAL CLINIC 13500 MISSOURI COLLEGES FUND INC 3401 W TRUMAN BLVD STE 202 JEFFERSON CITY MO 65109 PC ONGOING OPERATION OF THE TEACHERS FIRST SCHOLARSHIP FUND 2500 MISSOURI STATE UNIVERSITY FOUNDATION 300 S JEFFERSON AVE STE 100 SPRINGFIELD MO 65806 PC GRANT FOR MATCH 1000 MOCSA 3100 BROADWAY SUITE 400 KANSAS CITY MO 64111 PC ONGOING PROGRAMS AND OPERATIONS 11000 MOOSEHEART CHILD CITY AND SCHOOL 155 SOUTH INTERNATIONAL DRIVE MOOSEHEART IL 60539 PC HENRY W. BLOCH OUTSTANDING COMMUNITY SERVICE AWARD 2000 NATIVITY PARISH SCHOOL 3800 W 119TH ST LEAWOOD KS 66209 PC GRANT FOR MATCH 1000 NEBRASKA HUMANE SOCIETY 8929 FORT STREET OMAHA NE 68134 PC GRANT FOR MATCH 5000 NEIGHBORHOODS RISING FUND MOHART MULTIPURPOSE CENTER 3200 WAYNE KANSAS CITY MO 64109 PC COLLABORATIVE GRANTMAKING FUND TO SUPPORT NEIGHBORHOOD IMPROVEMENT PROJECTS. 10000 NEW REFORM TEMPLE 7100 MAIN KANSAS CITY MO 64114 PC GRANT FOR MATCH 5000 NILES HOME FOR CHILDREN 1911 E 23RD ST KANSAS CITY MO 64127 PC SHELTER RENOVATIONS 25000 NORTH VALLEY MUSIC SCHOOL PO BOX 4446 WHITEFISH MT 59937 PC GRANT FOR MATCH 250 NORTHEAST COMMUNITY CENTER INC 544 WABASH ST KANSAS CITY MO 64124 PC HARMONY PROJECT KC 7000 NORTHLAND HEALTH CARE ACCESS PO BOX 14414 PARKVILLE MO 64152 PC STRATEGIC PLANNING 10000 OPERATION BREAKTHROUGH 3039 TROOST AVENUE KANSAS CITY MO 64109 PC OB EARLY LEARNING COLLABORATIVE 20000 OPERATION HOMEFRONT 1355 CENTRAL PARKWAY SOUTH SUITE 100 SAN ANTONIO TX 78232 PC HENRY W. BLOCH OUTSTANDING AWARD FOR COMMUNITY SERVICE 3000 OWENCOX DANCE GROUP 3925 MAIN STREET SUITE B KANSAS CITY MO 64111 PC TAKE THE STAGE PROGRAM 5000 OZANAM 421 E 137TH ST KANSAS CITY MO 64145 PC ONGOING PROGRAMS AND OPERATIONS 6500 PARISH OF ST PATRICK 1357 NE 42ND TERRACE KANSAS CITY MO 64116 PC CASH FOR CHAMPIONS 400 PEMBROKE HILL SCHOOL 400 W 51ST STREET KANSAS CITY MO 64112 PC GRANT FOR MATCH 1000 PEMBROKE HILL SCHOOL 400 W 51ST STREET KANSAS CITY MO 64112 PC GRANT FOR MATCH 2000 PHOENIX FAMILY 3908 WASHINGTON KANSAS CITY MO 64111 PC EXPANSION OF THE HIKE READING PROGRAM 10000 RAVENWOOD NATURAL SCIENCE CENTER PO BOX 1314 WHITEFISH MT 59937 PC GRANT FOR MATCH 2925 READING POWER INC 736 N WESTERN AVE LAKE FOREST IL 60045 PC GRANT FOR MATCH 100 REGIS UNIVERSITY 3333 REGIS BLVD B-16 DENVER CO 80221 PC GRANT FOR MATCH 500 REHABILITATION INSTITUTE OF KANSAS CITY 3011 BALTIMORE AVENUE KANSAS CITY MO 64108 PC RIKC - CHILDREN'S TLC MERGER 36500 RESTART INC 918 EAST 9TH STREET KANSAS CITY MO 64106 PC STAFF CAPACITY BUILDING ACTIVITIES 30000 SAVE FOUNDATION INC 3000 HARRISON BLVD KANSAS CITY MO 64109 PC SILVERLEAF CAPITAL CAMPAIGN 35000 SCIENCE PIONEERS 30 W PERSHING ROAD SUITE 410 KANSAS CITY MO 64108 PC STRATEGIC PLANNING 10000 SCRANTON PREPARATORY SCHOOL 1000 WYOMING AVE SCRANTON PA 18509 PC GRANT FOR MATCH 350 SECONDARY TRAUMA RESOURCE CENTER PO BOX 7101 KANSAS CITY MO 64113 PC CAPACITY BUILDING AND SUSTAINABILITY PLANNING 8500 SHEFFIELD PLACE 6604 EAST 12TH STREET KANSAS CITY MO 64126 PC ONGOING PROGRAMS AND OPERATIONS 6500 SHERWOOD CENTER 7938 CHESTNUT AVE KANSAS CITY MO 64132 PC FUNDS TO INSTALL A NEW PLAYGROUND 25000 SHOW ME KC SCHOOLS 4049 W PENNSYLVANIA AVE SUITE 301 KANSAS CITY MO 64111 PC STRATEGIC PLANNING 10000 SMITH COLLEGE GIFT ACCOUNTING 33 ELM ST NORTHAMPTON MA 01063 PC GRANT FOR MATCH 3000 SOUTHERN METHODIST UNIVERSITY PO BOX 750402 DALLAS TX 75275 PC GRANT FOR MATCH 4500 ST ANN'S CATHOLIC SCHOOL 7241 MISSION ROAD PRAIRIE VILLAGE KS 66208 PC GRANT FOR MATCH 500 ST JAMES ACADEMY 24505 PRAIRIE STAR PARKWAY LENEXA KS 66111 PC GRANT FOR MATCH 1000 ST JAMES ACADEMY 24505 PRAIRIE STAR PARKWAY LENEXA KS 66111 PC CASH FOR CHAMPIONS 400 STACKS YOUTH PROJECT 305 N SCOTT BELTON MO 64012 PC CASH FOR CHAMPIONS 400 SUMMERFEST CONCERTS INC PO BOX 22697 KANSAS CITY MO 64113 PC ONGOING PROGRAMS AND OPERATIONS 3500 SWOPE CORRIDOR RENAISSANCETHE UPPER ROOM INC 5930 SWOPE PARKWAY KANSAS CITY MO 64130 PC RAISING A READER KANSAS CITY PROGRAM 25000 SYNERGY SERVICES 400 E 6TH ST PARKVILLE MO 64152 PC CAPITAL CAMPAIGN 37500 TALBOT INTERFAITH SHELTER 107 GOLDSBOROUGH ST EASTON MD 21601 PC GRANT FOR MATCH 500 THE ARTS COUNCIL OF METROPOLITAN KANSAS CITY 106 SW BLVD KANSAS CITY MO 64108 PC ARTSKC FUND-CATALYST CATEGORY 35000 THE ARTS COUNCIL OF METROPOLITAN KANSAS CITY 106 SW BLVD KANSAS CITY MO 64108 PC EXECUTIVE DIRECTOR TRANSITION 5000 THE CHILDREN'S PLACE 2 EAST 59TH STREET KANSAS CITY MO 64113 PC GRANT FOR MATCH 1000 THE COTERIE 2450 GRAND BLVD SUITE 144 KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 9000 THE COTERIE 2450 GRAND BLVD SUITE 144 KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 9000 THE NATIONAL MUSEUM OF TOYS AND MINIATURES SUPPORT FUND 5235 OAK STREET KANSAS CITY MO 64112 PC GRANT FOR MATCH 2000 THE NATURE CONSERVANCY KANSAS CHAPTER 2420 NW BUTTON ROAD TOPEKA KS 66618 PC CONSERVATION OF LANDS AND WATERS THAT BENEFIT INDIVIDUALS RESIDING IN THE GREATER KANSAS CITY AREA, INCLUDING JOHNSON AND WYANDOTTE COUNTIES IN KANSAS 5000 THE NELSON GALLERY FOUNDATION 4525 OAK ST KANSAS CITY MO 64111 PC GRANT FOR MATCH 15000 THE OHIO STATE UNIVERSITY FOUNDATION PO BOX 710811 COLUMBUS OH 43271 PC GRANT FOR MATCH 150 THE PAUL MESNER PUPPETS INC 1006 LINWOOD BLVD KANSAS CITY MO 64105 PC LIGHTING AND AUDIO-VISUAL SYSTEM 6000 THE SHEPHERD'S CENTER KANSAS CITY CENTRAL 5200 OAK ST KANSAS CITY MO 64112 PC ASSOCIATE ENGAGEMENT: MEALS ON WHEELS 2500 THE SHEPHERD'S CENTER KANSAS CITY CENTRAL 5200 OAK ST KANSAS CITY MO 64112 PC ONGOING OPERATION OF THE SENIOR COMPANIONS PROGRAM 5500 THE SPHINX ORGANIZATION 400 RENAISSANCE CTR STE 2250 DETROIT MI 48243 PC GRANT FOR MATCH 4000 TURN THE PAGE KC 414 E 12TH STREET FLOOR 29 KANSAS CITY MO 64106 PC ESTABLISHMENT OF THE EDUHUB 25000 UMKC FOUNDATION 202 ADMINISTRATIVE CENTER KANSAS CITY MO 64112 PC GRANT FOR MATCH 15525 UMKC FOUNDATION 202 ADMINISTRATIVE CENTER KANSAS CITY MO 64112 PC FUNDS TO SUPPORT THE EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2015 2775 UMKC FOUNDATION 202 ADMINISTRATIVE CENTER KANSAS CITY MO 64112 PC FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR THE HENRY W. BLOCH SCHOLARS PROGRAM DURING 2015 189896 UNICORN THEATRE 3828 MAIN STREET KANSAS CITY MO 64111 PC ONGOING PROGRAMS AND OPERATIONS 9000 UNITED FUND OF TALBOT COUNTY 121 N WASHINGTON ST EASTON MD 21601 PC GRANT FOR MATCH 3500 UNITED INNER CITY SERVICES 2008 E 12TH ST KANSAS CITY MO 64127 PC CAPACITY BUILDING AND INSTRUCTIONAL PLANNING 25000 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC UNITED WAY DIVERSITY AND INCLUSION EFFORT 50000 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC ONGOING OPERATIONS OF THE 2-1-1 INFORMATION AND REFERRAL SYSTEM 15000 UNIVERSITY OF MISSOURI-COLUMBIA 407 REYNOLDS ALUMNI CENTER COLUMBIA MO 65211 PC GRANT FOR MATCH 2140 UNIVERSITY OF NOTRE DAME 1100 GRACE HALL NOTRE DAME IN 46556 PC GRANT FOR MATCH 5000 UNIVERSITY OF SCRANTON 800 LINDEN ST SCRANTON PA 18510 PC GRANT FOR MATCH 650 UNIVERSITY OF WISCONSIN EAU CLAIRE FOUNDATION 214 SCHOFIELD HALL EAU CLAIRE WI 54702 PC GRANT FOR MATCH 5000 VASSAR COLLEGE 124 RAYMOND AVENUE BOX 14 POUGHKEEPSIE NY 12604 PC GRANT FOR MATCH 5000 WASHINGTON UNIVERSITY ONE BROOKINGS DRIVE BOX 1210 ST LOUIS MO 63130 PC GRANT FOR MATCH 1000 WILDWOOD OUTDOOR EDUCATION CENTER 1403 SOUTHWEST BLVD STE 2B KANSAS CITY KS 66103 PC ONGOING PROGRAMS AND OPERATIONS 6500 WILLIAM JEWELL COLLEGE 500 COLLEGE HILL LIBERTY MO 64068 PC GRANT FOR MATCH 2000 WOMEN'S EMPLOYMENT NETWORK 920 MAIN STREET SUITE 100 KANSAS CITY MO 64105 PC MONEY MATTERS FINANCIAL EDUCATION SERIES 30000 WONDERLAND CAMP FOUNDATION INC 18591 MILLER CIRCLE ROCKY MOUNT MO 65072 PC CASH FOR CHAMPIONS 400 WOODRUFF ARTS CENTER 1280 PEACHTREE STREET NE ATLANTA GA 30309 PC GRANT FOR MATCH 5000 YOUNG WOMEN ON THE MOVE 2907 NORTH 81ST STREET KANSAS CITY KS 66109 PC PURCHASE A VAN FOR PROGRAM SERVICES 15000 YOUTH SYMPHONY OF KANSAS CITY 209 W 18TH STREET KANSAS CITY MO 64108 PC ONGOING PROGRAMS AND OPERATIONS 4000 2815517 ARGENTINE NEIGHBORHOOD DEVELOPMENT ASSOCIATION 2502 STRONG AVE KANSAS CITY KS 66106 PC ANDA CAPACITY BUILDING PROJECT 15000 ARTS AND RECREATION FOUNDATION OF OVERLAND PARK 13800 SWITZER ROAD OVERLAND PARK KS 66221 PC FUNDS TO SUPPORT THE CAPITAL CAMPAIGN AT DEANNA ROSE FARMSTEAD 10000 CROSS-LINES COMMUNITY OUTREACH 736 SHAWNEE AVENUE KANSAS CITY KS 66105 PC SUPPORT FOR THE HOPE FOR A BETTER TOMORROW CAPITAL CAMPAIGN 25000 KVC HEALTH SYSTEMS 21350 W 153RD ST OLATHE KS 66061 PC FUNDS TO SUPPORT THE BUILDING FAMILIES CAPITAL CAMPAIGN 50000 NEWHOUSE PO BOX 240019 KANSAS CITY MO 64124 PC FUNDS TO SUPPORT THE NEW BEGINNINGS CAPITAL CAMPAIGN 50000 OPERATION BREAKTHROUGH 3039 TROOST AVENUE KANSAS CITY MO 64109 PC FUNDS TO SUPPORT THE OB EARLY LEARNING COLLABORATIVE 20000 REHABILITATION INSTITUTE OF KANSAS CITY 3011 BALTIMORE AVENUE KANSAS CITY MO 64108 PC FUNDS TO SUPPORT THE RIKC - CHILDREN'S TLC MERGER 36500 RESTART INC 918 EAST 9TH STREET KANSAS CITY MO 64106 PC ONGOING PROGRAMS AND OPERATIONS 14850 SYNERGY SERVICES 400 E 6TH ST PARKVILLE MO 64152 PC FUNDS TO SUPPORT THE CAPITAL CAMPAIGN 37500 258850 14 650 14 684170 14 2284 18 3457784 UNREALIZED GAIN (LOSS) ON INVESTMENTS 14 -5985295 0 -1840407 0 -1840407 0 0 0 0 0 0 0 0 0 0 X X 1 HR BLOCK INC ONE HR BLOCK WAY KANSAS CITY MO 64105 154700 X ACCOUNTING AND AUDIT FEES 68648 60290 8358 FORM 990-PF, PART VIII, LINE 1, OFFICER COMPENSATION THE FOUNDATION HAS NO EMPLOYEES. ALL MANAGEMENT SERVICES ARE PROVIDED THROUGH HRB MANAGEMENT, INC. WHO IS PAID A MANAGEMENT FEE AS DISCLOSED IN PART VIII, LINE 3, HIGHLY PAID CONTRACTORS. OFFICERS DAVID P. MILES AND CAREY WILKERSON ARE EMPLOYEES OF AND ARE PAID BY HRB MANAGEMENT, INC. PURSUANT TO THE FORM 990-PF INSTRUCTIONS, THE PORTION OF THE COMPENSATION PAID TO THE MANAGEMENT SERVICES COMPANY (HRB MANAGEMENT, INC.) THAT RELATES TO SERVICES PROVIDED BY THE FOUNDATION OFFICERS IS REPORTED IN PART VIII, LINE 1, OFFICER COMPENSATION AS IF THE FOUNDATION HAD PAID THE OFFICERS DIRECTLY. THE TOTAL AMOUNT PAID TO HRB MANAGEMENT, INC. REPORTED IN PART VIII, LINE 3, HIGHLY PAID CONTRACTORS INCLUDES THE AMOUNT OF OFFICER COMPENSATION SEPARATELY REPORTED IN PART VIII, LINE 1, OFFICER COMPENSATION. FORM 990-PF, PART XVI-A THE FOUNDATION FILES A FEDERAL FORM 990-T TO REPORT NET INCOME OR LOSS FROM UNRELATED BUSINESS INCOME RESULTING FROM INVESTMENTS IN VARIOUS PARTNERSHIPS. THE FOUNDATION ACCOUNTS FOR INVESTMENTS IN PARTNERSHIPS ON A GAAP BASIS, AND THEREFORE DOES NOT RECORD UNRELATED BUSINESS INCOME OR LOSS REPORTED ON TAX SCHEDULE K-1 IN ITS BOOKS AND RECORDS. AS A RESULT, NO UNRELATED BUSINESS INCOME OR LOSS IS REPORTED ON FORM 990-PF PART I, COLUMN A, REVENUE AND EXPENSES PER BOOKS OR ON PART XVI-A, ANALYSIS OF INCOME-PRODUCING ACTIVITIES, COLUMNS (A) AND (B), UNRELATED BUSINESS INCOME. ARCHIPELAGO HOLDINGS CLASS A FMV 0 0 DIMENSIONAL EMERGING MARKETS FUND FMV 2042204 2042204 FIR TREE INTERNATIONAL VALUE FUND FMV 1450755 1450755 GRUSS GLOBAL INVESTORS MASTER FUND FMV 1657240 1657240 OCTAVIAN OFFSHORE FUND FMV 80203 80203 SSGA INTERMEDIATE US GOVT BOND FUND FMV 5991900 5991900 SSGA RUSSELL 3000 LENDING INDEX CTF FMV 12577831 12577831 SSGA MSCI EAFE INDEX FMV 9469573 9469573 VANGUARD DIVIDEND APPRECIATION FUND FMV 1578381 1578381 WELLINGTON CTF DIH FMV 1763483 1763483 COLCHESTER FMV 2119275 2119275 FRANKLIN TEMPLETON FMV 2254794 2254794 WINGATE PARTNERS FMV 294911 294911 CID CAPITAL FMV 298880 298880 DODDINGTON GLOBAL FUND LLC FMV 2073058 2073058 FPA CRESCENT FUND FMV 0 0 VANGARD EMERGING MARKETS FMV 1810466 1810466 COMMER TORTOISE FMV 1144921 1144921 LAZARD GLOBAL FMV 1360873 1360873 SEMPER VIC FMV 3001009 3001009 RIVERVEST VENTURE FUND FMV 277713 277713 WELLINGTON CTF DURABLE FMV 1407759 1407759 OAKWOOD REAL ESTATE PARTNERS II FMV 310197 310197 LEGAL FEES 3034 152 2882 DUE FROM MARION AND HENRY BLOCH FAMILY FOUNDATION 25650 27773 27773 INFORMATION TECHNOLOGY 6853 0 6853 SPECIAL EVENT EXPENSE 2010 101 1910 VOLUNTEER PROGRAM COSTS 1099 0 1099 INSURANCE-GENERAL 4835 0 0 MISCELLANEOUS 3391 169 3221 INCOME (LOSS) FROM SCHEDULES K-1 453849 OTHER INVESTMENT INCOME 2284 2284 2284 UNREALIZED GAIN (LOSS) ON INVESTMENTS -5985295 -5985295 DUE TO HRB MANAGEMENT, INC. 55143 50274 INVESTMENT ADVISOR AND SERVICE FEES 267439 170646 0 MANAGEMENT FEES 292097 23368 268729 CONSULTING FEES 33189 1659 31530 TAXES 56330 0 0