2025-11-17T14:21:44+00:00 2024-12-31 440160260 Forvis Mazars LLP 1201 Walnut Street Suite 1700 Kansas City MO 641062246 990PF 2024-01-01 237378232 The H & R Block Foundation H&RB 8168544361 4801 Main Street Suite 400 Kansas City MO 64112 David P Miles President 8168544361 2025-11-17 true Michael Engle P00482834 8162216300 2025-11-17 2024 2025-03-06 01:10:19Z X 68309596 X X 24685 198962 1004245 1468369 2302450 8677160 4511295 0 0 0 1992 215694 0 3333372 6394320 0 106731 18891 87840 219967 38905 189035 28026 4961 23065 380 38 0 228 52744 5572 0 15823 737269 737269 0 0 41464 47856 0 15206 12122 0 0 49849 2492 47357 1128 56 1015 45090 3193 0 40636 1294770 859233 0 420205 3032914 3032914 4327684 859233 0 3453119 -994312 5535087 0 3992278 3120160 3120160 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 61930998 65104251 65104251 125132 39947 98234 85185 85185 333196 0 0 66354706 68309596 68309596 0 0 0 0 38726 29003 38726 29003 X 66315980 68280593 66315980 68280593 66354706 68309596 66315980 -994312 2958925 68280593 0 68280593 PUBLICLY TRADED SECURITIES (SHORT TERM) P 2024-01-01 2024-12-31 1284044 1265213 18831 0 18831 PUBLICLY TRADED SECURITIES (LONG TERM) P 2023-01-01 2024-12-31 5491208 5109497 381711 0 381711 PUBLICLY TRADED SECURITIES (CAPITAL GAIN) P 14573 14573 0 14573 GAINS FROM PASSTHROUGH ACTIVITIES P 2023-01-01 2023-12-31 2208845 2208845 0 2208845 OTHER OUTSIDE SALE OF UNITS P 2023-01-01 2024-12-31 1887335 1887335 0 1887335 4511295 76938 0 76938 76938 64871 0 20000 84871 X 0 7933 7933 0 false false false 0 0 0 false false true true false true true MO true false false false true true HRBLOCKFOUNDATION.ORG David Miles 8168544361 4801 Main St Suite 400 Kansas City MO 64112 false false false false true false false false false false false false false false false false false false false false false false BRUCE C DAVISON 4801 Main Street Kansas City MO 64112 VICE CHAIRMAN & DIRECTOR 0.75 0 0 0 HEATHER R WATTS 4801 Main Street Kansas City MO 64112 SECRETARY & DIRECTOR 0.50 0 0 0 THOMAS M BLOCH 4801 Main Street Kansas City MO 64112 CHAIRMAN & DIRECTOR 3.00 0 0 0 WILLIAM A HALL 4801 Main Street Kansas City MO 64112 TREASURER & DIRECTOR 0.75 0 0 0 DAVID P MILES 4801 Main Street Kansas City MO 64112 PRESIDENT 10.00 95917 10814 0 JOHN R PHILLIPS 4801 Main Street Kansas City MO 64112 DIRECTOR 0.50 0 0 0 LEO E MORTON 4801 Main Street Kansas City MO 64112 DIRECTOR 0.50 0 0 0 TIFFANY SCALZITTI MONROE 4801 Main Street Kansas City MO 64112 DIRECTOR 0.50 0 0 0 DEBBIE SOSLAND-EDELMAN 4801 Main Street Kansas City MO 64112 ASSISTANT TREASURER 0.75 0 0 0 JEAN-PAUL CHAURAND 4801 Main Street Kansas City MO 64112 EXECUTIVE VP 8.00 50517 5748 0 KRIS WILCOXSON 4801 Main Street Kansas City MO 64112 VP OF FIN & ADMIN 10.00 54905 5015 0 VALERIE SALAZAR 4801 Main Street Kansas City MO 64112 GRANTMAKING PRIN 16.00 51964 8470 0 4 CAMBRIDGE ASSOCIATES PO BOX 412015 BOSTON MA 022412015 INVESTMENT CONSULTING 115202 FORVIS MAZARS LLP 1201 WALNUT STREET SUITE 1700 KANSAS CITY MO 641062246 ACCOUNTING SERVICES 50574 2 NONE 0 NONE 0 0 41410078 3432747 23198526 68041351 0 68041351 1020620 67020731 3351037 3351037 76938 2070 79008 3272029 3272029 3272029 3453119 0 0 3453119 3272029 0 2020 0 0 0 0 0 185312 185312 3453119 0 0 0 3272029 181090 0 366402 0 0 0 0 0 0 366402 0 0 0 185312 181090 NOT APPLICABLE NOT APPLICABLE H R BLOCK FOUNDATION 4801 MAIN STREET STE 400 KANSAS CITY MO 64112 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. SEE ATTACHED STATEMENT 4801 MAIN STREET STE 400 KANSAS CITY MO 64112 NONE PC SEE ATTACHED STATEMENT 3032914 3032914 0 14 24685 14 1004245 18 2302450 STATE TAX REFUND 1 1992 0 3333372 0 3333372 false false false false false false false false false false ACCOUNTING & AUDIT FEES 52744 5572 15823 Property & equipment 128611 18023 Straight Line 7.0 12122 SEE PART IV 2024-01 P 2024-12 8677160 6374710 2302450 UNRELATED BUSINESS INCOME Form 990-PF, Part XV, Section A Line 12 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 XV-A, ANALYSIS OF INCOME-PRODUCING ACTIVITIES, COLUMNS (A) AND (B), UNRELATED BUSINESS INCOME. OTHER INVESTMENT VALUES (SEE ATTACHED) FMV 65104251 65104251 PROPERTY & EQUIPMENT 125132 39947 85185 85185 LEGAL FEES 380 38 228 DUE FROM FUND MANAGER 333196 0 0 INFORMATION TECHNOLOGY 15794 1006 14788 SPECIAL EVENT EXPENSES 1381 1105 INSURANCE-GENERAL 12839 642 11555 INSURANCE - CONTENTS 1565 78 1487 PROFESSIONAL DEVELOPMENT 565 100 465 OFFICE SUPPLIES 881 44 793 COMMUNICATIONS 338 304 PROCESSING FEES 2853 505 2348 REPAIRS 455 23 432 MISCELLANEOUS 8419 795 7359 INCOME (LOSS) FROM PASSTHROUGH ACTIVITY 215694 STATE TAX REFUND 1992 UNREALIZED GAINS 2958925 DUE TO MHBFF 38726 29003 INVESTMENT ADVISOR & SERVICE FEES 737269 737269 FEDERAL EXCISE TAXES 20000 STATE TAXES 1397 PAYROLL TAXES 18476 3270 15206 FOREIGN TAXES 1591 44586