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H & R BLOCK FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
H & R BLOCK FOUNDATION (EIN 23-7378232)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-19
IRS object ID
201502929349100400
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-10-19T08:23:22-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY 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 Begin2014-01-01TaxPeriodBeginDt

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 R BLOCK WAYAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID P MILESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8168544361PhoneNum
Signature2015-10-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARLEY UMSTEADPreparerPersonNm
PTINP00982177PTIN
Phone3192985333PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$61,986,971FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$186,200ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$730InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$730InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$935,851DividendsRevAndExpnssAmt
Dividends Net Invst Incm$533,816DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,760,475NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,327,846GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,700,151CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$2,283,339OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$641,398OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,599,917TotalRevAndExpnssAmt
Total Net Invst Incm$3,876,095TotalNetInvstIncmAmt
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$7,920LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,980LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,940LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$44,619AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$35,695AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,924AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$572,009OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$264,484OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$238,465OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$50,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$11,552TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$809TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$10,743TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,416OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$232OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$16,303OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$707,516TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$303,200TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$280,375TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,261,842ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,261,842ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,969,358TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$303,200TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,542,217TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,369,441ExcessRevenueOverExpensesAmt
Net Investment Income$3,572,895NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,981,288SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,880,986SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,880,986SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$61,336,975OtherInvestmentsBOYAmt
Other Investments EOY$59,080,335OtherInvestmentsEOYAmt
Other Investments EOYFMV$59,080,335OtherInvestmentsEOYFMVAmt
Other Assets BOY$34,280OtherAssetsBOYAmt
Other Assets EOY$25,650OtherAssetsEOYAmt
Other Assets EOYFMV$25,650OtherAssetsEOYFMVAmt
Total Assets BOY$64,352,543TotalAssetsBOYAmt
Total Assets EOY$61,986,971TotalAssetsEOYAmt
Total Assets EOYFMV$61,986,971TotalAssetsEOYFMVAmt
Other Liabilities BOY$51,274OtherLiabilitiesBOYAmt
Other Liabilities EOY$55,143OtherLiabilitiesEOYAmt
Total Liabilities BOY$51,274TotalLiabilitiesBOYAmt
Total Liabilities EOY$55,143TotalLiabilitiesEOYAmt
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$28,716,709RetainedEarningBOYAmt
Retained Earning EOY$26,347,268RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$64,301,269TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$61,931,828TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$64,352,543TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$61,986,971TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$64,301,269TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,369,441ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$61,931,828SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$61,931,828TotNetAstOrFundBalancesEOYAmt

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$135,871$135,871$135,871
WELLINGTON SALE OF UNITS$3,600,000-$176,355-$176,355$3,776,355
PASSTHROUGH FROM SCH K-1 WELLINGTON$40,298$40,298$40,298
WELLINGTON$0$0
PASSTHROUGH FROM SCH K-1 SEMPER VIC$1,706,461$1,706,461$1,706,461
SEMPER VIC$3,862,679$0$0$3,862,679
PASSTHROUGH FROM SCH K-1 DODDINGTON$308,777$308,777$308,777
DODDINGTON$428,276$0$0$428,276
PASSTHROUGH FROM SCH K-1 SSGA RUSSELL 3000$434,989$434,989$434,989
SSGA RUSSELL 3000$825,228$0$0$825,228
PASSTHROUGH FROM SCH K-1 SSGA US GOV-$5,149-$5,149$5,149
SSGA US GOV$322$0$0$322
PASSTHROUGH FROM SCH K-1 SSGA MSCI$263,076$263,076$263,076
SSGA MSCI$3,120$0$0$3,120
PASSTHROUGH FROM SCH K-1 COLCHESTER$37,589$37,589$37,589
COLCHESTER$0$0
PASSTHROUGH FROM SCH K-1 TORTOISE-$3,069-$3,069$3,069
TORTOISE$16$0$0$16
OCTAVIAN$681,144-$147,245-$147,245$828,389
GRUSS GLOBAL$1,000,000$104,908$104,908$895,092
FieldValueIRS element (for citing)
Capital Gain Net Income$2,700,151CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,193,717AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$61,150,004NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052228DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,930,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$57,048,831NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.033841DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,929,595AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$58,100,755NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050423DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,870,636AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$53,886,790NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053272DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,285,149AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$45,849,727NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.071650DistributionYr5Rt
Total Distribution0.261414TotalDistributionRt
Average Distribution0.052283AverageDistributionRt
Net Vl Noncharitable Assets$63,603,473NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,325,380AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$35,729NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,361,109AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,542,217QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$35,729InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$35,729SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$35,729TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$63,171EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$30,000AppliedToEsTaxAmt
Total Payments And Credits$93,171TotalPaymentsAndCreditsAmt
Overpayment$57,442OverpaymentAmt
Applied To ES Tax$57,442AppliedToESTaxAmt
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, DIRECTOR5.00$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$55,333$6,064$0
CAREY WILKERSON LOONEY - SEE STMT 1
1 H R BLOCK WAYKANSAS CITYMO64105VICE PRESIDENT & SECRETARY28.00$56,802$11,316$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$287,688
CAMBRIDGE ASSOCIATES LLC
100 SUMMER STREETBOSTONMA02110INVESTMENT ADVISOR$86,260
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$62,141,112AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,430,942AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$64,572,054TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$64,572,054AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$968,581CashDeemedCharitableAmt
Net Vl Noncharitable Assets$63,603,473NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,180,174MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,180,174MinimumInvestmentReturnAmt
Tax Based On Investment Income$35,729TaxBasedOnInvestmentIncomeAmt
Total Tax$35,729TotalTaxAmt
Distributable Before Adj$3,144,445DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,144,445DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,144,445DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,542,217ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,542,217QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$35,729PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,506,488AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,144,445DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$206,712ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$190,700ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$94,841ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$199,167ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$691,420TotalExcessDistributionCyovAmt
Qualifying Distributions$3,542,217QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,144,445AppliedToCurrentYearAmt
Remaining Distri From Corpus$397,772RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,089,192TotalCorpusAmt
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$206,712ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$882,480ExcessDistriCyovToNextYrAmt
Excess From Year4$190,700ExcessFromYear4Amt
Excess From Year3$94,841ExcessFromYear3Amt
Excess From Year1$199,167ExcessFromYear1Amt
Excess From Current Year$397,772ExcessFromCurrentYearAmt

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 (184 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACADEMIE LAYFAYETTE
6903 OAK STKANSAS CITYMO64113PCTO SUPPORT CAPITAL IMPROVEMENTS TO THE ORGANIZATION'S OAK STREET CAMPUS$35,000
ADHOC GROUP AGAINST CRIME
3116 PROSPECTKANSAS CITYMO64128PCFUNDS TO SUPPORT THE GUARDIAN AWARD PROGRAM$7,500
ALLEN COUNTY COMMUNITY FOUNDATION
202 SOUTH STATE STREETIOLAKS66749PCGRANT IN HONOR OF SAMATHA LARNEY- 2014 RECIPIENT OF THE HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE$5,000
ALLIANCE FOR CHILDHOOD EDUCATION
22052 WEST 66TH STREET SUITE 200SHAWNEEKS66226PCUPGRADES TO THE ALLIANCE FOR CHILDHOOD EDUCATION WEBSITE$10,000
ASSISTANCE LEAGUE OF KANSAS CITY HEARTLAND AUXILIARY
6101 NORTH CHESTNUTGLADSTONEMO64119PCOPERATION SCHOOL BELL/THE RESALE SHOP ROOF REPAIR$20,000
BALL STATE UNIVERSITY FOUNDATION
PO BOX 672MUNCIEIN47308PCGRANT FOR MATCH$100
BAY HARBOR FOUNDATION
750 BAY HARBOR DRBAY HARBORMI49770PCGRANT FOR MATCH$1,000
BIG MOUNTAIN FIREFIGHTERS ASSOC
3790 BIG MOUNTAIN RDWHITEFISHMT59937PCGRANT FOR MATCH$200
BILLINGS CENTRAL CATHOLIC HIGH
3 BROADWATER AVEBILLINGSMT59101PCGRANT FOR MATCH$400
BISHOP MIEGE HIGH SCHOOL
5041 REINHARDT DRSHAWNEE MISSIONKS66205PCGRANT FOR MATCH$2,100
BOYS AND GIRLS CLUBS OF GREATER KANSAS CITY
4001 BLUE PARKWAY STE 102KANSAS CITYMO64130PCEXPANSION OF THE ATOMIC BLAST SUMMER PROGRAM AT THE LESLIE BOYS & GIRLS CLUB UNIT$25,000
BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE
PO BOX 414711KANSAS CITYMO64141PCELECTRONIC FORMS CONVERSION$4,700
CALIFORNIA ODYSSEY OF THE MIND
20304 DAYTON STRIVERSIDECA92508PCCASH FOR CHAMPIONS: ZACHARY BEYER (FIELD)$400
CAMPS FOR KIDS
4727 LOGAN AVEKANSAS CITYMO64136PCTHE CAMPS FOR KIDS CAMPAIGN$6,500
CAPITAL UNIVERSITY
1 COLLEGE MAINCOLUMBUSOH43209PCGRANT FOR MATCH$500
CASA OF JOHNSON & WYANDOTTE COUNTIES
5700 BROADMOOR SUITE 201MISSIONKS66202PCCHILD ADVOCACY PROGRAM$4,000
CENTER FOR PRACTICAL BIOETHICS
1111 MAIN SUITE 500KANSAS CITYMO64118PCBIOETHICS MARKETING AND COMMUNICATIONS PROJECT$9,150
CENTRAL METHODIST UNIVERSITY
411 CENTRAL METHODIST SQUAREFAYETTEMO65248PCGRANT FOR MATCH$1,000
CENTRAL MICHIGAN UNIVERSITY
524 EAST BELLOWSMT PLEASANTMI48858PCGRANT FOR MATCH$465
CHARLIE'S HOUSE
6324 N CHATHAM AVE SUITE 223KANSAS CITYMO64151PCCONSTRUCTION OF CHARLIE'S HOUSE DEMONSTRATION HOME$25,000
CHARLOTTE STREET FOUNDATION
PO BOX 10263KANSAS CITYMO64108PCGENERAL PROGRAM SUPPORT$6,000
CHILD PROTECTION CENTER INC
3101 BROADWAY SUITE 750KANSAS CITYMO64111PCELECTRONIC DOCUMENT MANAGEMENT SYSTEM$24,880
CHILDREN'S TLC
3101 MAIN STREETKANSAS CITYMO64111PCSTRATEGIC INITIATIVES$25,000
CHURCH OF THE RESURRECTION
13720 ROE AVELEAWOODKS66224PCCASH FOR CHAMPIONS: LYNN EBEL (CSCKC)$300
CIRCLE OF HOPE NICU FOUNDATION
PO BOX 14301LENEXAKS66285PCCASH FOR CHAMPIONS: KATHERINE GONZALEZ (CSCKC)$200
CLAY COUNTY CLOTHES CLOSET
3939 N CLEVELAND AVEKANSAS CITYMO64117PCFUNDS TO SUPPORT THE PURCHASE OF CLOTHING FOR LOW-INCOME CHILDREN AND ADULTS LIVING IN CLAY COUNTY$2,500
COLORADO COLLEGE
14 E CACHE LA POUDRECOLORADO SPRINGSCO80903PCGRANT FOR MATCH$1,000
COMMUNITY ASSISTANCE COUNCIL
10901 BLUE RIDGE BOULEVARDKANSAS CITYMO64134PCREPLACEMENT OF ITS TELEPHONE SYSTEM$5,460
COMMUNITY LINC
4012-14 TROOSTKANSAS CITYMO64110PCTHE PILOT OF THE IMMEDIATE HOUSING PROGRAM$25,000
COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND ROADINDEPENDENCEMO64050PCWAREHOUSE AND PANTRY ENHANCEMENTS$18,400
CORBETT PREP SCHOOL OF IDS
12015 ORANGE GROVE DRTAMPAFL33618PCGRANT FOR MATCH$1,000
CORNERSTONES OF CARE
300 E 36TH STREETKANSAS CITYMO64111PCHEALTHY KIDS INITIATIVE$25,000
CURE OF ARS SCHOOL
9403 MISSION ROADLEAWOODKS66206PCGRANT FOR MATCH$1,000
DEVELOPING POTENTIAL INC
120 WEST WALNUTINDEPENDENCEMO64050PCDEVELOPING POTENTIAL COMMUNICATIONS TECHNOLOGY UPGRADE$15,000
DON BOSCO COMMUNITY CENTER
580 CAMPBELL STREETKANSAS CITYMO64108PCTO SUPPORT A VEHICLE FOR ITS MEALS ON WHEELS PROGRAM$10,000
DONNELLY COLLEGE
608 N 18TH STREETKANSAS CITYKS66102PCFUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES AT DONNELLY COLLEGE IN 2014$72,731
ELMWOOD CEMETERY SOCIETY
P O BOX 270255KANSAS CITYMO64127PCGRANT FOR MATCH$200
EMPORIA STATE UNIVERSITY FOUNDATION
1500 HIGHLAND STEMPORIAKS66801PCGRANT FOR MATCH$1,000
FAMILY HEALTH CARE
300 SOUTHWEST BOULEVARDKANSAS CITYKS66103PCTECHNOLOGY EQUIPMENT$30,816
FOLLY THEATER
PO BOX 26505KANSAS CITYMO64196PCNEW HISTORIC DOORS FOR THE FOLLY THEATER - CAPITAL IMPROVEMENTS$16,620
FRIENDS OF CHAMBER MUSIC
4635 WYANDOTTE STE 201KANSAS CITYMO64112PCGRANT FOR MATCH$2,000
FRIENDS OF CHAMBER MUSIC
4635 WYANDOTTE STE 201KANSAS CITYMO64112PCLES VIOLONS DU ROY WITH MARC-ANDRE HAMELIN, PIANO$14,500
FRIENDS OF THE ZOO
6800 ZOO DRIVEKANSAS CITYMO64132PCCONSTRUCTION OF A NEW FLAGSHIP DINING FACILITY$150,000
FRIENDS OF UNIVERSITY ACADEMY
4049 PENNSYLVANIA SUITE 400KANSAS CITYMO64111PCGRANT FOR MATCH$5,000
FRONT PORCH ALLIANCE
3210 MICHIGANKANSAS CITYMO64109PCGRANT FOR MATCH$4,000
GEORGETOWN UNIVERSITY
37TH O STREETS NWWASHINGTONDC20073PCGRANT FOR MATCH$300
GEORGIA TECH FOUNDATION
OFFICE OF DEVELOPMENTATLANTAGA30332PCGRANT FOR MATCH$5,000
GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC
8383 BLUE PARKWAY DRIVEKANSAS CITYMO64133PCCASH FOR CHAMPIONS: AMY WALKER (CSCKC)$200
GLACIER NATIONAL PARK CONSERVANCY
PO BOX 2749COL FALLSMT59912PCGRANT FOR MATCH$2,000
GOOD SHEPHERD CATHOLIC SCHOOL
12800 W 75TH STREETSHAWNEEKS66216PCGRANT FOR MATCH$1,000
GREAT PLAINS SPCA
5428 ANTIOCH DRMERRIAMKS66202PCCASH FOR CHAMPIONS: JERRY GREEN (CSCKC)$400
GREATER KANSAS CITY HISPANIC DEVELOPMENT FUND
1055 BROADWAY BLVD SUITE 130KANSAS CITYMO64105PCGREATER KANSAS CITY HISPANIC DEVELOPMENT FUND SCHOLARSHIP PROGRAM$10,000
HALO FOUNDATION
1600 GENESSEE ST 528KANSAS CITYMO64102PCPURCHASE EQUIPMENT FOR ITS NEW WOODWORKING AND CARPENTRY PROGRAM$8,644
HARRIMAN-JEWELL SERIES
500 COLLEGE HILLLIBERTYMO64068PC2014-2015 HARRIMAN-JEWELL SERIES EDUCATION EVENTS$9,500
HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS
500 W US HIGHWAY 24INDEPENDENCEMO64050PCGRANT FOR MATCH$1,000
HARVARD UNIVERSITY
RECORDING SECRETARYCAMBRIDGEMA02138PCGRANT FOR MATCH$3,000
HARVESTERS - THE COMMUNITY FOOD NETWORK
3801 TOPPING AVENUEKANSAS CITYMO64108PCHARVESTERS' BUILDING HOPE INITIATIVES$25,000
HARVESTERS - THE COMMUNITY FOOD NETWORK
3801 TOPPING AVENUEKANSAS CITYMO64108PCGRANT FOR MATCH$1,000
HEAD START OF SHAWNEE MISSION
8155 SANTA FE DRIVEOVERLAND PARKKS66204PCTO SUPPORT RENOVATIONS TO THE ORGANIZATION'S OUTDOOR PLAYGROUND SURFACE.$25,000
HEALTH PARTNERSHIP CLINIC OF JOHNSON COUNTY
407 S CLAIRBORNE RDOLATHEKS66062PCTO SUPPORT THE HIRING OF A MID-LEVEL MEDICAL PROVIDER$48,058
HEART OF AMERICA COMMUNITY AIDS PARTNERSHIP
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112PCHEART OF AMERICA COMMUNITY AIDS PARTNERSHIP$10,000
HENRY WOLLMAN BLOCH FOUNTAIN FUND AT THE GREATER KC COMM FNDTN
1055 BROADWAY SUITE 130KANSAS CITYMO64105PCSUPPORT EXPENSES RELATED TO NECESSARY REPAIRS AND RENOVATIONS TO THE HENRY WOLLMAN BLOCH FOUNTAIN$650,000
HIGH ASPIRATIONS
6320 BROOKSIDE PLAZA SUITE 263KANSAS CITYMO64113PCFUNDS TO EXPAND THE ORGANIZATION'S CHESS PROGRAM TO MEET US CHESS FEDERATION STANDARDS$5,000
HOPE FAITH MINISTRIES INC
705 VIRGINIA AVENUEKANSAS CITYMO64158PCTRANSPORTATION AND DONATION RETRIEVAL VAN PROJECT$20,000
HORIZON ACADEMY
4901 REINHARDT DRIVE STE AROELAND PARKKS66205PCRAYS OF SUCCESS MAJOR GIFTS CAMPAIGN$50,000
INTERNATIONAL ASSOCIATION OF LIONS CLUB OF KERNERSVILLE
PO BOX 1601KERNERSVILLENC27285PCGRANT IN HONOR OF BARBARA BULL- 2014 RECIPIENT OF THE HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE$1,000
IOWA STATE UNIVERSITY
2505 UNIVERSITY BLVD PO BOX 2230AMESIA50010PCGRANT FOR MATCH$400
JACKSON COUNTY CASA
2544 HOLMESKANSAS CITYMO64108PCCHILD ADVOCACY$11,000
JEWISH FEDERATION OF GREATER KANSAS CITY
5801 W 115TH STOVERLAND PARKKS66211PCFUNDS TO SUPPORT THE HIRING OF A COMMUNITY SECURITY DIRECTOR$50,000
JOHNSON COUNTY INTERFAITH HOSPITALITY NETWORK
6315 WEST 110TH STREETOVERLAND PARKKS66211PCCOSTS ASSOCIATED WITH RELOCATING THE JOCOIHN DAY CENTER$20,000
JOHNSON COUNTY LIBRARY FOUNDATION
PO BOX 2933SHAWNEE MISSIONKS66201PCTO SUPPORT THE PURCHASE OF BOOKS AND E-BOOKS FOR THE READ TO SUCCEED & CARE PROGRAMS FOR ADJUDICATED YOUTH.$10,000
JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC
1817 CAMPBELLKANSAS CITYMO64108PCPURCHASE CURRICULUM AND TANGIBLE MATERIALS TO IMPLEMENT ITS PILOT SUMMER PROGRAM.$9,775
KANSAS CITY ANTI-VIOLENCE PROJECT
PO BOX 411211KANSAS CITYMO64141PCCOSTS ASSOCIATED WITH THE PURCHASE AND IMPLEMENTATION OF THE RELATIONSHIP SKILLS BUILDING CURRICULUM$5,000
KANSAS CITY ART INSTITUTE
4415 WARWICK BLVDKANSAS CITYMO64111PCSUPPORT FOR THE 15TH ANNIVERSARY EVENT OF THE H&R BLOCK ARTSPACE$28,000
KANSAS CITY BALLET
500 W PERSHING ROADKANSAS CITYMO64108PCREACH OUT AND DANCE$22,000
KANSAS CITY COMMUNITY GARDEN
6917 KENSINGTONKANSAS CITYMO64132PCBI-LINGUAL GARDEN EDUCATION AND OUTREACH$8,018
KANSAS CITY JEWISH MUSEUM
5500 WEST 123RD STREETOVERLAND PARKKS66209PC2015 ARTICIPATION PROGRAMMING$3,000
KANSAS CITY PRE-K COLLABORATION AT THE GREATER KC COMM FNDTN
1055 BROADWAY SUITE 130KANSAS CITYMO64105PCTHE GREATER KANSAS CITY EARLY CARE AND EDUCATION STUDY$25,000
KANSAS CITY REPERTORY THEATRE
4825 TROOST AVENUE SUITE 106KANSAS CITYMO64110PC2013-14 SEASON$15,000
KANSAS CITY SYMPHONY
1703 WYANDOTTE STREET SUITE 200KANSAS CITYMO64108PCKANSAS CITY SYMPHONY 2014-2015 SEASON$25,000
KANSAS CITY YOUNG AUDIENCES
5601 WYANDOTTEKANSAS CITYMO64113PCARTS PARTNERS PROGRAM$13,000
KANSAS STATE UNIVERSITY FOUNDATION
2323 ANDERSON AVE SUITE 500MANHATTANKS66502PCGRANT FOR MATCH$750
KAUFFMAN CENTER FOR THE PERFORMING ARTS
1601 BROADWAYKANSAS CITYMO64108PCGRANT FOR MATCH$5,000
KCPT- PUBLIC TELEVISION 19
125 EAST 31ST STREETKANSAS CITYMO64108PCGRANT FOR MATCH$200
KCPT- PUBLIC TELEVISION 19
125 EAST 31ST STREETKANSAS CITYMO64108PCARTS AND CULTURE PROGRAMMING$25,000
KU ENDOWMENT
PO BOX 298LAWRENCEKS66044PCGRANT FOR MATCH$3,100
LINWOOD PROPERTY INC
600 BROADWAY SUITE 300KANSAS CITYMO64105PCLINWOOD PROPERTY/REDISCOVER CAMPUS REDEVELOPMENT$40,000
LIONS CLUB INTERNATIONAL FOUNDATION
300 WEST 22ND STREETOAK BROOKIL60523PCGRANT IN HONOR OF JANE FANJOY- 2014 RECIPIENT OF THE HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE$2,500
LITERACY KANSAS CITY
211 W ARMOUR BLVDKANSAS CITYMO64111PCIMPACT INITIATIVE: EXPANDING CAPACITY THROUGH A LEARNING LAB$10,000
LOCAL INITIATIVES SUPPORT CORPORATION - LISC
600 BROADWAY SUITE 280KANSAS CITYMO64105PCGREATER KANSAS CITY LISC - ENCOMPASSES NEIGHBORHOODSNOW, FINANCIAL OPPORTUNITY CENTERS AND THE GREATER KC SUPPORT PROGRAM$100,000
LUNG CANCER RESEARCH FOUNDATION
800 THIRD AVENEW YORKNY10022PCGRANT FOR MATCH$5,000
LYRIC OPERA OF KANSAS CITY INC
1725 HOLMESKANSAS CITYMO64108PCGENERAL SUPPORT FY2015$19,000
MASSACHUSETTS LIONS EYE RESEARCH FUND
PO BOX 6050NEW BEDFORDMA02742PCGRANT IN HONOR OF JANE FANJOY- 2014 RECIPIENT OF THE HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE$2,500
MCLAREN NORTHERN MICHIGAN FOUNDATION
360 CONNABLE AVEPETOSKEYMI49770PCGRANT FOR MATCH$4,000
METROCARE OF GREATER KANSAS CITY
5810 NW BARRY RD LOWER LEVELKANSAS CITYMO64154PCMETROCARE (ACCESS TO HEALTH CARE FOR THE UNINSURED)- STRATEGIC PLAN AND PROGRAM EVALUATION DEVELOPMENT$10,000
METROPOLITAN COMMUNITY COLLEGE FOUNDATION
3200 BROADWAYKANSAS CITYMO64111PCFUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES AT PENN VALLEY COMMUNITY COLLEGE IN 2014$53,404
MID AMERICA ASSISTANCE COALITION
1 W ARMOUR BLVD STE 301KANSAS CITYMO64111PCMAACLINK DATA SYSTEM OPERATIONS SUPPORT$25,000
MID-AMERICA ARTS ALLIANCE
2018 BALTIMORE AVENUEKANSAS CITYMO64108PCKANSAS CITY AREA CULTURAL PROGRAMMING$10,000
MIDAMERICA NAZARENE UNIVERSITY
2030 COLLEGE WAYOLATHEKS66062PCGRANT FOR MATCH$1,000
MIDWEST FOSTER CARE AND ADOPTION ASSOCIATION
18600 E 37TH TERRACEINDEPENDENCEMO64057PCTHE CAPITAL PORTION OF THE FOREVER HOME CAMPAIGN$60,000
MILES OF SMILES
6301 NORTH OAK TRAFFICWAY SUITE 204KANSAS CITYMO64118PCTHE ADDITION OF NITROUS OXIDE TREATMENT AT THE ORGANIZATION'S PERMANENT OFFICE SITE$8,580
MISSOURI & KANSAS 2020 VISION
4223 NORTH 127TH STREETKANSAS CITYKS66109PCFRESHMAN AND SOPHOMORE LEADERS PREP PROGRAM$10,000
MISSOURI COLLEGE ADVISING CORPS AT THE UNIVERSITY OF MISSOURI-COLUMBIA
46 JESSE HALL UNIVERSITY OFCOLUMBIAMO65211PCLEVERAGING AMERICORPS DOLLARS IN KANSAS CITY: EMPOWERING KANSAS CITY STUDENTS TO GO TO COLLEGE AND SUCCEED$20,000MISSOURI
MISSOURI COLLEGES FUND INC
3401 W TRUMAN BLVD STE 202JEFFERSON CITYMO65109PCTEACHERS FIRST SCHOLARSHIP PROGRAM$2,500
MOCSA
3100 BROADWAY SUITE 400KANSAS CITYMO64111PCMOCSA AGENCY SUPPORT$11,000
MORNINGSTARS DEVELOPMENT COMPANY INC
2411 EAST 27TH STREETKANSAS CITYMO64127PCMORNINGSTAR YOUTH AND FAMILY LIFE CENTER$75,000
NATIONAL ALLIANCE ON MENTAL ILLNESS - KANSAS
PO BOX 675TOPEKAKS66601PCSUPPORT EXPANSION OF ITS PEER 2 PEER PROGRAM IN JOHNSON AND WYANDOTTE COUNTIES$5,000
NATIVITY OF MARY SCHOOL
10021 E 36TH TERRINDEPENDENCEMO64052PCGRANT FOR MATCH$283
NATIVITY PARISH SCHOOL
3800 W 119TH STLEAWOODKS66209PCGRANT FOR MATCH$1,000
NEBRASKA HUMANE SOCIETY
8929 FORT STREETOMAHANE68134PCGRANT FOR MATCH$5,000
NEIGHBORHOOD SERVICE CENTER
126 PORT STREETEASTONMD21601PCGRANT FOR MATCH$2,500
NEIGHBORHOODS RISING FUND
801 W 47TH STREET STE 500KANSAS CITYMO64112PCNEIGHBORHOOD SELF HELP FUND$5,000
NORTH VALLEY MUSIC SCHOOL
PO BOX 4446WHITEFISHMT59937PCGRANT FOR MATCH$500
NORTHWESTERN MEMORIAL FOUNDATION
251 E HURAN STCHICAGOIL60611PCGRANT FOR MATCH$1,000
NORTHWESTERN UNIVERSITY
1201 DAVIS STEVANSTONIL60201PCGRANT FOR MATCH$200
OZANAM
421 EAST 137TH STREETKANSAS CITYMO64145PCGENERAL OPERATING SUPPORT$6,500
PACES
P O BOX 171578KANSAS CITYKS66117PCTHE CONSTRUCTION OF THE CHILDREN'S EMERGENCY SHELTER$30,000
PEMBROKE HILL SCHOOL
400 W 51ST STKANSAS CITYMO64112PCGRANT FOR MATCH$1,900
PENDLETON HEIGHTS NEIGHBORHOOD ASSOCIATION
546 OLIVE STKANSAS CITYMO64124PCCASH FOR CHAMPIONS: KRISTIN JOHNSON (CSC-KC)$400
PHOENIX FAMILY
2838 WARWICK TRFYKANSAS CITYMO64108PCEXPANSION OF THE HIKE READING PROGRAM$20,000
POLICE FOUNDATION OF KANSAS CITY
PO BOX 901950KANSAS CITYMO64190PCPURCHASE OF A SURVEILLANCE CAMERA SYSTEM$10,000
PREP-KC
3132 PENNSYLVANIAKANSAS CITYMO64111PCMATH BENCHMARKING: PREPARING KANSAS CITY'S URBAN HIGH SCHOOL STUDENTS FOR POSTSECONDARY SUCCESS$35,389
PROVIDENCE COLLEGE
ONE CUNNINGHAM SQUAREPROVIDENCERI02918PCGRANT FOR MATCH$1,000
REGIS UNIVERSITY
3333 REGIS BLVD B-16DENVERCO80221PCGRANT FOR MATCH$1,000
RESTART INC
918 E 9TH STREETKANSAS CITYMO64106PCPROCEEDS FROM THE SALE OF TRANSFERABLE AHAP TAX CREDITS$20,642
ROCKHURST HIGH SCHOOL
9301 STATE LINEKANSAS CITYMO64114PCGRANT FOR MATCH$1,000
ROCKHURST UNIVERSITY
1100 ROCKHURST RDKANSAS CITYMO64110PCGRANT FOR MATCH$15,000
RONALD MCDONALD HOUSE CHARITIES OF KC
2502 CHERRY STREETKANSAS CITYMO64108PCHOPE GROWS HERE EXPANSION PROJECT$50,000
ROSE BROOKS CENTER
736 SHAWNEE AVEKANSAS CITYKS66105PCCAPITAL IMPROVEMENTS PROJECT$50,000
SAFEHOME INC
PO BOX 4563OVERLAND PARKKS66204PCBUILDING A BETTER TOMORROW - BREAK THE CYCLE, BUILD THE FUTURE CAPITAL CAMPAIGN$25,000
SAINT LUKE'S HOSPITAL FOUNDATION
4225 BALTIMORE AVENUEKANSAS CITYVT64111PCGRANT FOR MATCH$4,114
SAMUEL U RODGERS HEALTH CENTER
825 EUCLID AVENUEKANSAS CITYMO64124PCUPGRADING IMAGING REVIEW SOFTWARE AND STORAGE HARDWARE$56,500
SCRANTON PREPARATORY SCHOOL
1000 WYOMING AVESCRANTONPA18509PCGRANT FOR MATCH$350
SHEFFIELD PLACE
6604 EAST 12TH STREETKANSAS CITYMO64126PCSTRONG TOMORROWS: CLINICAL SERVICES FOR HOMELESS MOTHERS AND THEIR CHILDREN$6,500
SHERWOOD CENTER
7938 CHESTNUT AVEKANSAS CITYMO64132PCLAUNCHING OF A LUNCH PROGRAM$15,000
SMITH COLLEGE
33 ELM STNORTHAMPTONMA01063PCGRANT FOR MATCH$3,000
SOUTHERN METHODIST UNIVERSITY
PO BOX 750402DALLASTX75275PCGRANT FOR MATCH$400
ST AGNES CATHOLIC SCHOOL
5130 MISSION RDROELAND PARKKS66205PCGRANT FOR MATCH$1,000
ST ANN'S CATHOLIC SCHOOL
7241 MISSION ROADPRAIRIE VILLAGEKS66208PCGRANT FOR MATCH$500
ST JAMES ACADEMY
24505 PRAIRIE STAR PARKWAYLENEXAKS66111PCCASH FOR CHAMPIONS: TOM YEARSLEY (CSCKC)$400
ST JAMES ACADEMY
24505 PRAIRIE STAR PARKWAYLENEXAKS66111PCGRANT FOR MATCH$1,000
ST TERESA'S ACADEMY
5600 MAIN STREETKANSAS CITYMO64113PCCASH FOR CHAMPIONS: CAREY WILKERSON LOONEY (CSC-KC)$200
STACKS YOUTH PROJECT
305 N SCOTTBELTONMO64012PCCASH FOR CHAMPIONS: DAVID BAILEY (CSC-KC)$200
SUMMERFEST CONCERTS INC
PO BOX 22697KANSAS CITYMO64113PCTO EVERYTHING THERE IS A SEASON$3,500
SUPPORTING KIDS FOUNDATION
PO BOX 15171LENEXAKS66287PCGRANT FOR MATCH$5,000
SWOPE CORRIDOR RENAISSANCETHE UPPER ROOM INC
5930 SWOPE PARKWAYKANSAS CITYMO64130PCRAISING A READER KANSAS CITY$25,000
THE ARTS COUNCIL OF METROPOLITAN KANSAS CITY
106 SOUTHWEST BOULEVARDKANSAS CITYMO64108PCARTSKC FUND - CATALYST GRANTS FUNDERS POOL$35,000
THE NATIONAL MUSEUM OF TOYS AND MINIATURES SUPPORT FUND
5235 OAK STREETKANSAS CITYMO64112PCCAPITAL AND EXHIBITION IMPROVEMENTS$50,000
THE NATIONAL MUSEUM OF TOYS AND MINIATURES SUPPORT FUND
5235 OAK STREETKANSAS CITYMO64112PCGRANT FOR MATCH$6,480
THE NATURE CONSERVANCY KANSAS CHAPTER
2420 NW BUTTON ROADTOPEKAKS66618PCSUPPORT THE CONSERVATION OF LANDS AND WATERS THAT BENEFIT INDIVIDUALS RESIDING IN THE GREATER KANSAS CITY AREA$5,000
THE NELSON GALLERY FOUNDATION
4525 OAK STREETKANSAS CITYMO64111PCGRANT FOR MATCH$25,000
THE NELSON GALLERY FOUNDATION
4525 OAK STREETKANSAS CITYMO64111PCFUNDS TO SUPPORT THE BUSINESS COUNCIL$10,000
THE OHIO STATE UNIVERSITY FOUNDATION
PO BOX 710811COLUMBUSOH43271PCGRANT FOR MATCH$250
THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
PO BOX 32844KANSAS CITYMO64171PCFUNDS TO SUPPORT ASSOCIATE ENGAGEMENT FOR THE MEALS ON WHEELS PROGRAM$2,500
THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
PO BOX 32844KANSAS CITYMO64171PCSENIOR COMPANION PROGRAM$5,500
THE SHEPHERD'S CENTER OF THE NORTHLAND
4805 NE ANTIOCH RDKANSAS CITYMO64119PCBUILDING A USER FRIENDLY WEBSITE--SIMPLIFYING HELP FOR CLIENTS$4,000
THRESHOLD CHURCH
212 W MATTHEWS STMATTHEWSNC28105PCCASH FOR CHAMPIONS: BECKY COTE (FIELD)$100
TURN THE PAGE KC
5100 ROCKHILL RD 104H MANHEIM HALLKANSAS CITYMO64110PCTURN THE PAGE KC ORGANIZATIONAL CAPACITY BUILDING$15,000
UMKC FOUNDATION
300B ADMINISTRATIVE CENTERKANSAS CITYMO64110PCFUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES AT UMKC DURING 2014$160,548
UNICORN THEATRE
3828 MAIN STREETKANSAS CITYMO64111PCCAPITAL CAMPAIGN$50,000
UNION GROVE BAPTIST CHURCH OF OAK RIDGE
5424 UNION GROVE CHURCH ROADOAK RIDGENC27310PCGRANT IN HONOR OF BARBARA BULL- 2014 RECIPIENT OF THE HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE$4,000
UNION STATION KANSAS CITY INC
30 W PERSHING RD SUITE 400KANSAS CITYMO64108PCNEW PERMANANT HISTORY EXHIBITION AS PART OF THE CENTENNIAL CELEBRATION$75,000
UNITED FUND OF TALBOT COUNTY
121 N WASHINGTON STEASTONMD21601PCGRANT FOR MATCH$2,500
UNITED INNER CITY SERVICES
2008 E 12TH STREETKANSAS CITYMO64127PCGOOD TO GREAT, ORGANIZATIONAL AND INSTRUCTIONAL CAPACITY BUILDING$50,000
UNITED WAY OF GREATER KANSAS CITY - UNITED FOR HOPEUNITED TO HELP
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112PCUNITED FOR HOPE/UNITED FOR HELP$50,000
UNITED WAY OF GREATER KANSAS CITY - UNITED FOR HOPEUNITED TO HELP
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112PCGRANT FOR MATCH$720
UNITED WAY OF GREATER KANSAS CITY - UNITED FOR HOPEUNITED TO HELP
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112PCFUNDS TO SUPPORT ONGOING OPERATION OF THE 2-1-1 INFORMATION AND REFERRAL SYSTEM$15,000
UNIVERSITY OF CENTRAL MISSOURI FOUNDATION
SMISER ALUMNI CENTERWARRENSBURGMO64093PCGRANT FOR MATCH$200
UNIVERSITY OF CONNECTICUT
2390 ALUMNI DRIVESTORRSCT06269PCGRANT FOR MATCH$100
UNIVERSITY OF MICHIGAN
DEPT CH 10189PALATINEIL60055PCGRANT FOR MATCH$500
UNIVERSITY OF MISSOURI-COLUMBIA
109 REYNOLDS ALUMNI CENTERCOLUMBIAMO65211PCCASH FOR CHAMPIONS: DAVID MILES (CSC-KC)$200
UNIVERSITY OF MISSOURI-COLUMBIA
109 REYNOLDS ALUMNI CENTERCOLUMBIAMO65211PCGRANT FOR MATCH$3,765
UNIVERSITY OF MONTANA FOUNDATION
PO BOX 7159MISSOULAMT59807PCGRANT FOR MATCH$200
UNIVERSITY OF PENNSYLVANIA
433 FRANKLIN BLDG 3451 WALNUT STPHILADELPHIAPA19104PCGRANT FOR MATCH$1,000
UNIVERSITY OF VIRGINIA - LAW SCHOOL FOUNDATION
580 MASSIE ROADCHARLOTTESVILLEVA22903PCGRANT FOR MATCH$250
UNIVERSITY OF VIRGINIA
PO BOX 400807CHARLOTTESVILLEVA22904PCGRANT FOR MATCH$100
VASSAR COLLEGE
124 RAYMOND AVENUEPOUGHKEEPSIENY12604PCGRANT FOR MATCH$5,000
VERONICA'S VOICE
PO BOX 172472KANSAS CITYKS66117PCGRANT IN HONOR OF BERNIE DARTER- 2014 RECIPIENT OF THE HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE$5,000
WASHINGTON UNIVERSITY
ONE BROOKINGS DRIVE BOX 1082ST LOUISMO63130PCGRANT FOR MATCH$1,000
WILDWOOD OUTDOOR EDUCATION CENTER
7095 W 399TH STREETLA CYGNEKS66040PCSUMMER ADVENTURE$6,500
WILLIAM JEWELL COLLEGE
500 COLLEGE HILLLIBERTYMO64068PCGRANT FOR MATCH$1,000
YOUTH AMBASSADORS INC
7309 HIGH DRIVEPRAIRIE VILLAGEKS66208PCIVANHOE YOUTH AMBASSADORS$10,000
YOUTH SYMPHONY OF KANSAS CITY
5960 DEARBORN ST SUITE 206MISSIONKS66202PCGENERAL OPERATING SUPPORT FOR EDUCATIONAL PROGRAM$4,000
YOUTH VOLUNTEER CORPS
1025 JEFFERSON STKANSAS CITYMO64105PCORGANIZATION'S ENHANCED CAPACITY TO PILOT INNOVATIVE PROGRAMMING AND INCREASED OPPORTUNITIES FOR KANSAS CITY YOUTH.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,261,842TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HENRY WOLLMAN BLOCH FOUNTAIN FUND AT THE GREATER KC COMM FNDTN
1055 BROADWAY BLVD SUITE 130KANSAS CITYMO64105PCPLEDGED GRANT$1,350,000
JEWISH FEDERATION OF GREATER KANSAS CITY
5801 W 115TH STOVERLAND PARKKS66211PCPLEDGED GRANT$25,000
MID-AMERICA ARTS ALLIANCE
2018 BALTIMORE AVENUEKANSAS CITYMO64108PCPLEDGED GRANT$20,000
SYNERGY SERVICES
400 EAST 6TH STPARKVILLEMO64152PCPLEDGED GRANT$75,000
THE NATURE CONSERVANCY KANSAS CHAPTER
24120 NW BUTTON RDTOPEKAKS66618PCPLEDGED GRANT$20,000
THE PHOENIX FAMILY HOUSING CORPORATION
2838 WARWICK TRFYKANSAS CITYMO64108PCPLEDGED GRANT$10,000
UNITED INNER CITY SERVICES
2008 E 12TH STREETKANSAS CITYMO64127PCPLEDGED GRANT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,525,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$730ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$935,851ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,885ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,760,475ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
UNREALIZED GAIN (LOSS) ON INVESTMENTS14-$2,304,224
INCOME (LOSS) FROM PASSTHROUGHS14$70,178523930-$70,178

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$70,178UnrelatedBusinessTaxblIncmAmt
Exclusion$1,483,895ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,413,717TotalIncomeProducingActyAmt

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$186,200TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND AUDIT FEESCategoryTxt
Amt$44,619Amt
Net Investment Income$35,695NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,924DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VIII, LINE 1, OFFICER COMPENSATIONFormAndLineReferenceDesc
Medium ExplanationTHE 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.MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (21 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ARCHIPELAGO HOLDINGS CLASS AFMV$6,919,488$6,919,488
DIMENSIONAL EMERGING MARKETS FUNDFMV$2,514,184$2,514,184
FIR TREE INTERNATIONAL VALUE FUNDFMV$1,598,157$1,598,157
GRUSS GLOBAL INVESTORS MASTER FUNDFMV$1,706,184$1,706,184
OCTAVIAN OFFSHORE FUNDFMV$387,083$387,083
SEMPER VIC PARTNERS (QP), L PFMV$0$0
SSGA INTERMEDIATE US GOVT BOND FUNDFMV$6,022,212$6,022,212
SSGA RUSSELL 3000 LENDING INDEX CTFFMV$7,113,878$7,113,878
SSGA MSCI EAFE INDEXFMV$7,330,802$7,330,802
VANGUARD DIVIDEND APPRECIATION FUNDFMV$2,149,199$2,149,199
WELLINGTON CTF DIHFMV$2,236,528$2,236,528
COLCHESTERFMV$2,953,887$2,953,887
FRANKLIN TEMPLETONFMV$3,166,070$3,166,070
WINGATE PARTNERSFMV$314,307$314,307
CID CAPITALFMV$96,312$96,312
DODDINGTON GLOBAL FUND LLCFMV$3,446,641$3,446,641
FPA CRESCENT FUNDFMV$2,044,664$2,044,664
VANGARD EMERGING MARKETSFMV$1,840,199$1,840,199
COMMER TORTOISEFMV$1,589,072$1,589,072
LAZARD GLOBALFMV$1,693,858$1,693,858
SEMPER VICFMV$3,957,610$3,957,610

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$7,920LegalFeesAmt
Net Investment Income$1,980NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,940DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST RECEIVABLE$28,543$0$0
DUE FROM MARION AND HENRY BLOCH FAMILY FOUNDATION$5,737$25,650$25,650

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INFORMATION TECHNOLOGY$7,690$0$7,690
SPECIAL EVENT EXPENSE$3,168$0$3,168
VOLUNTEER PROGRAM COSTS$1,046$0$1,046
INSURANCE-GENERAL$4,881$0$0
MISCELLANEOUS$4,631$232$4,399

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INVESTMENT INCOME$20,885$20,885$20,885
UNREALIZED GAIN (LOSS) ON INVESTMENTS-$2,304,224-$2,304,224

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO HRB MANAGEMENT, INC.Desc
BOY Book Value$51,274BOYBookValueAmt
EOY Book Value$55,143EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISOR AND SERVICE FEES$291,303$222,243$0
MANAGEMENT FEES$280,706$42,241$238,465

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$50,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt