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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. ACADEMIE LAYFAYETTE 6903 OAK ST KANSAS CITY MO 64113 PC TO SUPPORT CAPITAL IMPROVEMENTS TO THE ORGANIZATION'S OAK STREET CAMPUS 35000 ADHOC GROUP AGAINST CRIME 3116 PROSPECT KANSAS CITY MO 64128 PC FUNDS TO SUPPORT THE GUARDIAN AWARD PROGRAM 7500 ALLEN COUNTY COMMUNITY FOUNDATION 202 SOUTH STATE STREET IOLA KS 66749 PC GRANT IN HONOR OF SAMATHA LARNEY- 2014 RECIPIENT OF THE HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE 5000 ALLIANCE FOR CHILDHOOD EDUCATION 22052 WEST 66TH STREET SUITE 200 SHAWNEE KS 66226 PC UPGRADES TO THE ALLIANCE FOR CHILDHOOD EDUCATION WEBSITE 10000 ASSISTANCE LEAGUE OF KANSAS CITY HEARTLAND AUXILIARY 6101 NORTH CHESTNUT GLADSTONE MO 64119 PC OPERATION SCHOOL BELL/THE RESALE SHOP ROOF REPAIR 20000 BALL STATE UNIVERSITY FOUNDATION PO BOX 672 MUNCIE IN 47308 PC GRANT FOR MATCH 100 BAY HARBOR FOUNDATION 750 BAY HARBOR DR BAY HARBOR MI 49770 PC GRANT FOR MATCH 1000 BIG MOUNTAIN FIREFIGHTERS ASSOC 3790 BIG MOUNTAIN RD WHITEFISH MT 59937 PC GRANT FOR MATCH 200 BILLINGS CENTRAL CATHOLIC HIGH 3 BROADWATER AVE BILLINGS MT 59101 PC GRANT FOR MATCH 400 BISHOP MIEGE HIGH SCHOOL 5041 REINHARDT DR SHAWNEE MISSION KS 66205 PC GRANT FOR MATCH 2100 BOYS AND GIRLS CLUBS OF GREATER KANSAS CITY 4001 BLUE PARKWAY STE 102 KANSAS CITY MO 64130 PC EXPANSION OF THE ATOMIC BLAST SUMMER PROGRAM AT THE LESLIE BOYS & GIRLS CLUB UNIT 25000 BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE PO BOX 414711 KANSAS CITY MO 64141 PC ELECTRONIC FORMS CONVERSION 4700 CALIFORNIA ODYSSEY OF THE MIND 20304 DAYTON ST RIVERSIDE CA 92508 PC CASH FOR CHAMPIONS: ZACHARY BEYER (FIELD) 400 CAMPS FOR KIDS 4727 LOGAN AVE KANSAS CITY MO 64136 PC THE CAMPS FOR KIDS CAMPAIGN 6500 CAPITAL UNIVERSITY 1 COLLEGE MAIN COLUMBUS OH 43209 PC GRANT FOR MATCH 500 CASA OF JOHNSON & WYANDOTTE COUNTIES 5700 BROADMOOR SUITE 201 MISSION KS 66202 PC CHILD ADVOCACY PROGRAM 4000 CENTER FOR PRACTICAL BIOETHICS 1111 MAIN SUITE 500 KANSAS CITY MO 64118 PC BIOETHICS MARKETING AND COMMUNICATIONS PROJECT 9150 CENTRAL METHODIST UNIVERSITY 411 CENTRAL METHODIST SQUARE FAYETTE MO 65248 PC GRANT FOR MATCH 1000 CENTRAL MICHIGAN UNIVERSITY 524 EAST BELLOWS MT PLEASANT MI 48858 PC GRANT FOR MATCH 465 CHARLIE'S HOUSE 6324 N CHATHAM AVE SUITE 223 KANSAS CITY MO 64151 PC CONSTRUCTION OF CHARLIE'S HOUSE DEMONSTRATION HOME 25000 CHARLOTTE STREET FOUNDATION PO BOX 10263 KANSAS CITY MO 64108 PC GENERAL PROGRAM SUPPORT 6000 CHILD PROTECTION CENTER INC 3101 BROADWAY SUITE 750 KANSAS CITY MO 64111 PC ELECTRONIC DOCUMENT MANAGEMENT SYSTEM 24880 CHILDREN'S TLC 3101 MAIN STREET KANSAS CITY MO 64111 PC STRATEGIC INITIATIVES 25000 CHURCH OF THE RESURRECTION 13720 ROE AVE LEAWOOD KS 66224 PC CASH FOR CHAMPIONS: LYNN EBEL (CSCKC) 300 CIRCLE OF HOPE NICU FOUNDATION PO BOX 14301 LENEXA KS 66285 PC CASH FOR CHAMPIONS: KATHERINE GONZALEZ (CSCKC) 200 CLAY COUNTY CLOTHES CLOSET 3939 N CLEVELAND AVE KANSAS CITY MO 64117 PC FUNDS TO SUPPORT THE PURCHASE OF CLOTHING FOR LOW-INCOME CHILDREN AND ADULTS LIVING IN CLAY COUNTY 2500 COLORADO COLLEGE 14 E CACHE LA POUDRE COLORADO SPRINGS CO 80903 PC GRANT FOR MATCH 1000 COMMUNITY ASSISTANCE COUNCIL 10901 BLUE RIDGE BOULEVARD KANSAS CITY MO 64134 PC REPLACEMENT OF ITS TELEPHONE SYSTEM 5460 COMMUNITY LINC 4012-14 TROOST KANSAS CITY MO 64110 PC THE PILOT OF THE IMMEDIATE HOUSING PROGRAM 25000 COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND ROAD INDEPENDENCE MO 64050 PC WAREHOUSE AND PANTRY ENHANCEMENTS 18400 CORBETT PREP SCHOOL OF IDS 12015 ORANGE GROVE DR TAMPA FL 33618 PC GRANT FOR MATCH 1000 CORNERSTONES OF CARE 300 E 36TH STREET KANSAS CITY MO 64111 PC HEALTHY KIDS INITIATIVE 25000 CURE OF ARS SCHOOL 9403 MISSION ROAD LEAWOOD KS 66206 PC GRANT FOR MATCH 1000 DEVELOPING POTENTIAL INC 120 WEST WALNUT INDEPENDENCE MO 64050 PC DEVELOPING POTENTIAL COMMUNICATIONS TECHNOLOGY UPGRADE 15000 DON BOSCO COMMUNITY CENTER 580 CAMPBELL STREET KANSAS CITY MO 64108 PC TO SUPPORT A VEHICLE FOR ITS MEALS ON WHEELS PROGRAM 10000 DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 PC FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES AT DONNELLY COLLEGE IN 2014 72731 ELMWOOD CEMETERY SOCIETY P O BOX 270255 KANSAS CITY MO 64127 PC GRANT FOR MATCH 200 EMPORIA STATE UNIVERSITY FOUNDATION 1500 HIGHLAND ST EMPORIA KS 66801 PC GRANT FOR MATCH 1000 FAMILY HEALTH CARE 300 SOUTHWEST BOULEVARD KANSAS CITY KS 66103 PC TECHNOLOGY EQUIPMENT 30816 FOLLY THEATER PO BOX 26505 KANSAS CITY MO 64196 PC NEW HISTORIC DOORS FOR THE FOLLY THEATER - CAPITAL IMPROVEMENTS 16620 FRIENDS OF CHAMBER MUSIC 4635 WYANDOTTE STE 201 KANSAS CITY MO 64112 PC GRANT FOR MATCH 2000 FRIENDS OF CHAMBER MUSIC 4635 WYANDOTTE STE 201 KANSAS CITY MO 64112 PC LES VIOLONS DU ROY WITH MARC-ANDRE HAMELIN, PIANO 14500 FRIENDS OF THE ZOO 6800 ZOO DRIVE KANSAS CITY MO 64132 PC CONSTRUCTION OF A NEW FLAGSHIP DINING FACILITY 150000 FRIENDS OF UNIVERSITY ACADEMY 4049 PENNSYLVANIA SUITE 400 KANSAS CITY MO 64111 PC GRANT FOR MATCH 5000 FRONT PORCH ALLIANCE 3210 MICHIGAN KANSAS CITY MO 64109 PC GRANT FOR MATCH 4000 GEORGETOWN UNIVERSITY 37TH O STREETS NW WASHINGTON DC 20073 PC GRANT FOR MATCH 300 GEORGIA TECH FOUNDATION OFFICE OF DEVELOPMENT ATLANTA GA 30332 PC GRANT FOR MATCH 5000 GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC 8383 BLUE PARKWAY DRIVE KANSAS CITY MO 64133 PC CASH FOR CHAMPIONS: AMY WALKER (CSCKC) 200 GLACIER NATIONAL PARK CONSERVANCY PO BOX 2749 COL FALLS MT 59912 PC GRANT FOR MATCH 2000 GOOD SHEPHERD CATHOLIC SCHOOL 12800 W 75TH STREET SHAWNEE KS 66216 PC GRANT FOR MATCH 1000 GREAT PLAINS SPCA 5428 ANTIOCH DR MERRIAM KS 66202 PC CASH FOR CHAMPIONS: JERRY GREEN (CSCKC) 400 GREATER KANSAS CITY HISPANIC DEVELOPMENT FUND 1055 BROADWAY BLVD SUITE 130 KANSAS CITY MO 64105 PC GREATER KANSAS CITY HISPANIC DEVELOPMENT FUND SCHOLARSHIP PROGRAM 10000 HALO FOUNDATION 1600 GENESSEE ST 528 KANSAS CITY MO 64102 PC PURCHASE EQUIPMENT FOR ITS NEW WOODWORKING AND CARPENTRY PROGRAM 8644 HARRIMAN-JEWELL SERIES 500 COLLEGE HILL LIBERTY MO 64068 PC 2014-2015 HARRIMAN-JEWELL SERIES EDUCATION EVENTS 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 RECORDING SECRETARY CAMBRIDGE MA 02138 PC GRANT FOR MATCH 3000 HARVESTERS - 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BREAK THE CYCLE, BUILD THE FUTURE CAPITAL CAMPAIGN 25000 SAINT LUKE'S HOSPITAL FOUNDATION 4225 BALTIMORE AVENUE KANSAS CITY VT 64111 PC GRANT FOR MATCH 4114 SAMUEL U RODGERS HEALTH CENTER 825 EUCLID AVENUE KANSAS CITY MO 64124 PC UPGRADING IMAGING REVIEW SOFTWARE AND STORAGE HARDWARE 56500 SCRANTON PREPARATORY SCHOOL 1000 WYOMING AVE SCRANTON PA 18509 PC GRANT FOR MATCH 350 SHEFFIELD PLACE 6604 EAST 12TH STREET KANSAS CITY MO 64126 PC STRONG TOMORROWS: CLINICAL SERVICES FOR HOMELESS MOTHERS AND THEIR CHILDREN 6500 SHERWOOD CENTER 7938 CHESTNUT AVE KANSAS CITY MO 64132 PC LAUNCHING OF A LUNCH PROGRAM 15000 SMITH COLLEGE 33 ELM ST NORTHAMPTON MA 01063 PC GRANT FOR MATCH 3000 SOUTHERN METHODIST UNIVERSITY PO BOX 750402 DALLAS TX 75275 PC GRANT FOR MATCH 400 ST AGNES CATHOLIC SCHOOL 5130 MISSION RD ROELAND PARK KS 66205 PC GRANT FOR MATCH 1000 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 CASH FOR CHAMPIONS: TOM YEARSLEY (CSCKC) 400 ST JAMES ACADEMY 24505 PRAIRIE STAR PARKWAY LENEXA KS 66111 PC GRANT FOR MATCH 1000 ST TERESA'S ACADEMY 5600 MAIN STREET KANSAS CITY MO 64113 PC CASH FOR CHAMPIONS: CAREY WILKERSON LOONEY (CSC-KC) 200 STACKS YOUTH PROJECT 305 N SCOTT BELTON MO 64012 PC CASH FOR CHAMPIONS: DAVID BAILEY (CSC-KC) 200 SUMMERFEST CONCERTS INC PO BOX 22697 KANSAS CITY MO 64113 PC TO EVERYTHING THERE IS A SEASON 3500 SUPPORTING KIDS FOUNDATION PO BOX 15171 LENEXA KS 66287 PC GRANT FOR MATCH 5000 SWOPE CORRIDOR RENAISSANCETHE UPPER ROOM INC 5930 SWOPE PARKWAY KANSAS CITY MO 64130 PC RAISING A READER KANSAS CITY 25000 THE ARTS COUNCIL OF METROPOLITAN KANSAS CITY 106 SOUTHWEST BOULEVARD KANSAS CITY MO 64108 PC ARTSKC FUND - CATALYST GRANTS FUNDERS POOL 35000 THE NATIONAL MUSEUM OF TOYS AND MINIATURES SUPPORT FUND 5235 OAK STREET KANSAS CITY MO 64112 PC CAPITAL AND EXHIBITION IMPROVEMENTS 50000 THE NATIONAL MUSEUM OF TOYS AND MINIATURES SUPPORT FUND 5235 OAK STREET KANSAS CITY MO 64112 PC GRANT FOR MATCH 6480 THE NATURE CONSERVANCY KANSAS CHAPTER 2420 NW BUTTON ROAD TOPEKA KS 66618 PC SUPPORT THE CONSERVATION OF LANDS AND WATERS THAT BENEFIT INDIVIDUALS RESIDING IN THE GREATER KANSAS CITY AREA 5000 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 PC GRANT FOR MATCH 25000 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 PC FUNDS TO SUPPORT THE BUSINESS COUNCIL 10000 THE OHIO STATE UNIVERSITY FOUNDATION PO BOX 710811 COLUMBUS OH 43271 PC GRANT FOR MATCH 250 THE SHEPHERD'S CENTER KANSAS CITY CENTRAL PO BOX 32844 KANSAS CITY MO 64171 PC FUNDS TO SUPPORT ASSOCIATE ENGAGEMENT FOR THE MEALS ON WHEELS PROGRAM 2500 THE SHEPHERD'S CENTER KANSAS CITY CENTRAL PO BOX 32844 KANSAS CITY MO 64171 PC SENIOR COMPANION PROGRAM 5500 THE SHEPHERD'S CENTER OF THE NORTHLAND 4805 NE ANTIOCH RD KANSAS CITY MO 64119 PC BUILDING A USER FRIENDLY WEBSITE--SIMPLIFYING HELP FOR CLIENTS 4000 THRESHOLD CHURCH 212 W MATTHEWS ST MATTHEWS NC 28105 PC CASH FOR CHAMPIONS: BECKY COTE (FIELD) 100 TURN THE PAGE KC 5100 ROCKHILL RD 104H MANHEIM HALL KANSAS CITY MO 64110 PC TURN THE PAGE KC ORGANIZATIONAL CAPACITY BUILDING 15000 UMKC FOUNDATION 300B ADMINISTRATIVE CENTER KANSAS CITY MO 64110 PC FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES AT UMKC DURING 2014 160548 UNICORN THEATRE 3828 MAIN STREET KANSAS CITY MO 64111 PC CAPITAL CAMPAIGN 50000 UNION GROVE BAPTIST CHURCH OF OAK RIDGE 5424 UNION GROVE CHURCH ROAD OAK RIDGE NC 27310 PC GRANT IN HONOR OF BARBARA BULL- 2014 RECIPIENT OF THE HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE 4000 UNION STATION KANSAS CITY INC 30 W PERSHING RD SUITE 400 KANSAS CITY MO 64108 PC NEW PERMANANT HISTORY EXHIBITION AS PART OF THE CENTENNIAL CELEBRATION 75000 UNITED FUND OF TALBOT COUNTY 121 N WASHINGTON ST EASTON MD 21601 PC GRANT FOR MATCH 2500 UNITED INNER CITY SERVICES 2008 E 12TH STREET KANSAS CITY MO 64127 PC GOOD TO GREAT, ORGANIZATIONAL AND INSTRUCTIONAL CAPACITY BUILDING 50000 UNITED WAY OF GREATER KANSAS CITY - UNITED FOR HOPEUNITED TO HELP 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC UNITED FOR HOPE/UNITED FOR HELP 50000 UNITED WAY OF GREATER KANSAS CITY - UNITED FOR HOPEUNITED TO HELP 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC GRANT FOR MATCH 720 UNITED WAY OF GREATER KANSAS CITY - UNITED FOR HOPEUNITED TO HELP 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC FUNDS TO SUPPORT ONGOING OPERATION OF THE 2-1-1 INFORMATION AND REFERRAL SYSTEM 15000 UNIVERSITY OF CENTRAL MISSOURI FOUNDATION SMISER ALUMNI CENTER WARRENSBURG MO 64093 PC GRANT FOR MATCH 200 UNIVERSITY OF CONNECTICUT 2390 ALUMNI DRIVE STORRS CT 06269 PC GRANT FOR MATCH 100 UNIVERSITY OF MICHIGAN DEPT CH 10189 PALATINE IL 60055 PC GRANT FOR MATCH 500 UNIVERSITY OF MISSOURI-COLUMBIA 109 REYNOLDS ALUMNI CENTER COLUMBIA MO 65211 PC CASH FOR CHAMPIONS: DAVID MILES (CSC-KC) 200 UNIVERSITY OF MISSOURI-COLUMBIA 109 REYNOLDS ALUMNI CENTER COLUMBIA MO 65211 PC GRANT FOR MATCH 3765 UNIVERSITY OF MONTANA FOUNDATION PO BOX 7159 MISSOULA MT 59807 PC GRANT FOR MATCH 200 UNIVERSITY OF PENNSYLVANIA 433 FRANKLIN BLDG 3451 WALNUT ST PHILADELPHIA PA 19104 PC GRANT FOR MATCH 1000 UNIVERSITY OF VIRGINIA - LAW SCHOOL FOUNDATION 580 MASSIE ROAD CHARLOTTESVILLE VA 22903 PC GRANT FOR MATCH 250 UNIVERSITY OF VIRGINIA PO BOX 400807 CHARLOTTESVILLE VA 22904 PC GRANT FOR MATCH 100 VASSAR COLLEGE 124 RAYMOND AVENUE POUGHKEEPSIE NY 12604 PC GRANT FOR MATCH 5000 VERONICA'S VOICE PO BOX 172472 KANSAS CITY KS 66117 PC GRANT IN HONOR OF BERNIE DARTER- 2014 RECIPIENT OF THE HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE 5000 WASHINGTON UNIVERSITY ONE BROOKINGS DRIVE BOX 1082 ST LOUIS MO 63130 PC GRANT FOR MATCH 1000 WILDWOOD OUTDOOR EDUCATION CENTER 7095 W 399TH STREET LA CYGNE KS 66040 PC SUMMER ADVENTURE 6500 WILLIAM JEWELL COLLEGE 500 COLLEGE HILL LIBERTY MO 64068 PC GRANT FOR MATCH 1000 YOUTH AMBASSADORS INC 7309 HIGH DRIVE PRAIRIE VILLAGE KS 66208 PC IVANHOE YOUTH AMBASSADORS 10000 YOUTH SYMPHONY OF KANSAS CITY 5960 DEARBORN ST SUITE 206 MISSION KS 66202 PC GENERAL OPERATING SUPPORT FOR EDUCATIONAL PROGRAM 4000 YOUTH VOLUNTEER CORPS 1025 JEFFERSON ST KANSAS CITY MO 64105 PC ORGANIZATION'S ENHANCED CAPACITY TO PILOT INNOVATIVE PROGRAMMING AND INCREASED OPPORTUNITIES FOR KANSAS CITY YOUTH. 5000 3261842 HENRY WOLLMAN BLOCH FOUNTAIN FUND AT THE GREATER KC COMM FNDTN 1055 BROADWAY BLVD SUITE 130 KANSAS CITY MO 64105 PC PLEDGED GRANT 1350000 JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH ST OVERLAND PARK KS 66211 PC PLEDGED GRANT 25000 MID-AMERICA ARTS ALLIANCE 2018 BALTIMORE AVENUE KANSAS CITY MO 64108 PC PLEDGED GRANT 20000 SYNERGY SERVICES 400 EAST 6TH ST PARKVILLE MO 64152 PC PLEDGED GRANT 75000 THE NATURE CONSERVANCY KANSAS CHAPTER 24120 NW BUTTON RD TOPEKA KS 66618 PC PLEDGED GRANT 20000 THE PHOENIX FAMILY HOUSING CORPORATION 2838 WARWICK TRFY KANSAS CITY MO 64108 PC PLEDGED GRANT 10000 UNITED INNER CITY SERVICES 2008 E 12TH STREET KANSAS CITY MO 64127 PC PLEDGED GRANT 25000 1525000 14 730 14 935851 14 20885 18 2760475 UNREALIZED GAIN (LOSS) ON INVESTMENTS 14 -2304224 INCOME (LOSS) FROM PASSTHROUGHS 523930 -70178 14 70178 -70178 1483895 0 1413717 0 0 0 0 0 0 0 0 0 0 X X 1 HR BLOCK INC ONE HR BLOCK WAY KANSAS CITY MO 64105 186200 X ACCOUNTING AND AUDIT FEES 44619 35695 8924 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. ARCHIPELAGO HOLDINGS CLASS A FMV 6919488 6919488 DIMENSIONAL EMERGING MARKETS FUND FMV 2514184 2514184 FIR TREE INTERNATIONAL VALUE FUND FMV 1598157 1598157 GRUSS GLOBAL INVESTORS MASTER FUND FMV 1706184 1706184 OCTAVIAN OFFSHORE FUND FMV 387083 387083 SEMPER VIC PARTNERS (QP), L P FMV 0 0 SSGA INTERMEDIATE US GOVT BOND FUND FMV 6022212 6022212 SSGA RUSSELL 3000 LENDING INDEX CTF FMV 7113878 7113878 SSGA MSCI EAFE INDEX FMV 7330802 7330802 VANGUARD DIVIDEND APPRECIATION FUND FMV 2149199 2149199 WELLINGTON CTF DIH FMV 2236528 2236528 COLCHESTER FMV 2953887 2953887 FRANKLIN TEMPLETON FMV 3166070 3166070 WINGATE PARTNERS FMV 314307 314307 CID CAPITAL FMV 96312 96312 DODDINGTON GLOBAL FUND LLC FMV 3446641 3446641 FPA CRESCENT FUND FMV 2044664 2044664 VANGARD EMERGING MARKETS FMV 1840199 1840199 COMMER TORTOISE FMV 1589072 1589072 LAZARD GLOBAL FMV 1693858 1693858 SEMPER VIC FMV 3957610 3957610 LEGAL FEES 7920 1980 5940 INTEREST RECEIVABLE 28543 0 0 DUE FROM MARION AND HENRY BLOCH FAMILY FOUNDATION 5737 25650 25650 INFORMATION TECHNOLOGY 7690 0 7690 SPECIAL EVENT EXPENSE 3168 0 3168 VOLUNTEER PROGRAM COSTS 1046 0 1046 INSURANCE-GENERAL 4881 0 0 MISCELLANEOUS 4631 232 4399 OTHER INVESTMENT INCOME 20885 20885 20885 UNREALIZED GAIN (LOSS) ON INVESTMENTS -2304224 -2304224 DUE TO HRB MANAGEMENT, INC. 51274 55143 INVESTMENT ADVISOR AND SERVICE FEES 291303 222243 0 MANAGEMENT FEES 280706 42241 238465 TAXES 50000 0 0