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H & R BLOCK FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
H & R BLOCK FOUNDATION (EIN 23-7378232)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-14
IRS object ID
201403189349101550
Schema version
2013v3.0
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)
Return2014-11-14T14:19:16-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1221 THIRD AVENUE SE STE 300AddressLine1
CityCEDAR RAPIDSCity
StateIAState
ZIP Code524011512ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237378232EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1H & R BLOCK FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlH&RBBusinessNameControlTxt
Phone8168544361PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 H R BLOCK WAYAddressLine1
CityKANSAS CITYCity
StateMOState
ZIP Code64105ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID P MILESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8168544361PhoneNum
Signature2014-10-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAY HEGARTYPreparerPersonNm
PTINP00091057PTIN
Phone3192985333PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$64,352,543FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$167,300ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$904InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$904InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$463,308DividendsRevAndExpnssAmt
Dividends Net Invst Incm$279,918DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,540,764NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,777,577GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,395,010CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,838,008OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$700,959OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$8,010,284TotalRevAndExpnssAmt
Total Net Invst Incm$3,376,791TotalNetInvstIncmAmt
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$175LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$44LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$131LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$48,102AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$38,482AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,620AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$431,976OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$188,463OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$220,995OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$18,444TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,844TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$16,600TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$37,316OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$414OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$32,349OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$536,013TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$229,247TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$279,695TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,945,497ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,945,497ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,481,510TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$229,247TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,225,192TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,528,774ExcessRevenueOverExpensesAmt
Net Investment Income$3,147,544NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,938CashBOYAmt
Sav And Temp Cash Invst BOY$1,279,306SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,981,288SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,981,288SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$58,394,948OtherInvestmentsBOYAmt
Other Investments EOY$61,336,975OtherInvestmentsEOYAmt
Other Investments EOYFMV$61,336,975OtherInvestmentsEOYFMVAmt
Other Assets BOY$122,388OtherAssetsBOYAmt
Other Assets EOY$34,280OtherAssetsEOYAmt
Other Assets EOYFMV$34,280OtherAssetsEOYFMVAmt
Total Assets BOY$59,809,580TotalAssetsBOYAmt
Total Assets EOY$64,352,543TotalAssetsEOYAmt
Total Assets EOYFMV$64,352,543TotalAssetsEOYFMVAmt
Other Liabilities BOY$37,085OtherLiabilitiesBOYAmt
Other Liabilities EOY$51,274OtherLiabilitiesEOYAmt
Total Liabilities BOY$37,085TotalLiabilitiesBOYAmt
Total Liabilities EOY$51,274TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$35,584,560CapitalStockBOYAmt
Capital Stock EOY$35,584,560CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$24,187,935RetainedEarningBOYAmt
Retained Earning EOY$28,716,709RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$59,772,495TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$64,301,269TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$59,809,580TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$64,352,543TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$59,772,495TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,528,774ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$64,301,269SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$64,301,269TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIHP$244,552-$244,552-$244,552
PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIHP$211,529$211,529$211,529
WELLINGTON CTF DIHP$0$0
PASSTHROUGH FROM SCHED K-1 SEMPER VICP$2,049$2,049$2,049
PASSTHROUGH FROM SCHED K-1 SEMPER VICP$3,306$3,306$3,306
PASSTHROUGH FROM SCH K-1 SSGA INTERMEDIATE US CREDIT INDEXP$2,058-$2,058-$2,058
PASSTHROUGH FROM SCH K-1 SSGA INTERMEDIATE US CREDIT INDEXP$12,508$12,508$12,508
SSGA INTERMEDIATE US CREDIT INDEXP$200-$102-$102$98
SOLD SSGA INTERMEDIATE US CREDIT INDEXP$273,485-$55,173-$55,173$218,312
PASSTHROUGH FROM SCH K-1 SSGA MSCI EAFE INDEXP$30,465$30,465$30,465
PASSTHROUGH FROM SCH K-1 SSGA MSCI EAFE INDEXP$280,679$280,679$280,679
SSGA MSCI EAFE INDEXP$153,290$0$0$153,290
PASSTHROUGH FROM SCH K-1 SSGA US GOVT CREDIT BOND INDEXP$7,409-$7,409-$7,409
PASSTHROUGH FROM SCH K-1 SSGA US GOVT CREDIT BOND INDEXP$64,044$64,044$64,044
SSGA US GOVT CREDIT BOND INDEXP$74,002$318$318$74,320
PASSTHROUGH FROM SCH K-1 SSGA RUSSELL 3000P$5,234$5,234$5,234
PASSTHROUGH FROM SCH K-1 SSGA RUSSELL 3000P$427,222$427,222$427,222
SSGA RUSSELL 3000P$381,952-$463-$463$381,489
PASSTHROUGH FROM SCH K-1 COLCHESTER COMBINED GLOBALP$267-$267-$267
PASSTHROUGH FROM SCH K-1 COLCHESTER COMBINED GLOBALP$90-$90-$90
COLCHESTER COMBINED GLOBALP$0$0
PASSTHROUGH FROM SCH K-1 DODDINGTON GLOBAL FUND, LLCP$7,089$7,089$7,089
PASSTHROUGH FROM SCH K-1 DODDINGTON GLOBAL FUND, LLCP$61,125$61,125$61,125
DODDINGTON GLOBAL FUND LLCP$141,890$0$0$141,890
WELLINGTON VERDE REALTYP$9,165-$9,165-$9,165
LONGLEAFP$180,976$180,976$180,976
ARCHIPELAGOP$126,828$126,828$126,828
OVERSTONE GLOBALP$727,428$727,428$727,428
VANGUARD DIVIDEND APPRECIATION FUNDP$472,150$472,150$472,150
DIMENSIONAL EMERGING MKT FUNDP$129,921$129,921$129,921
OCTAVIAN OFFSHOREP$94,207-$94,207-$94,207
FPA CRESCENTP$65,625$65,625$65,625
FieldValueIRS element (for citing)
Capital Gain Net Income$2,395,010CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,930,600AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$57,048,831NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.033841DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,929,595AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$58,100,755NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050423DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,870,636AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$53,886,790NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053272DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,285,149AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$45,849,727NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.071650DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,014,405AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$55,734,107NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.036143DistributionYr5Rt
Total Distribution0.245329TotalDistributionRt
Average Distribution0.049066AverageDistributionRt
Net Vl Noncharitable Assets$61,150,004NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,000,386AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$31,475NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,031,861AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,225,192QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$31,475InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$31,475SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$31,475TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$44,646EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$50,000AppliedToEsTaxAmt
Total Payments And Credits$94,646TotalPaymentsAndCreditsAmt
Overpayment$63,171OverpaymentAmt
Applied To ES Tax$63,171AppliedToESTaxAmt
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 WAYAddressLine1
CityKANSAS CITYCity
StateMOState
ZIP Code64105ZIPCode
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 (9 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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
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 - STMT 14
1 H R BLOCK WAYKANSAS CITYMO64105PRESIDENT14.00$58,663$6,440$0
CAREY WILKERSON LOONEY - STMT 14
1 H R BLOCK WAYKANSAS CITYMO64105VICE PRESIDENT & SECRETARY24.00$46,477$9,321$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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeService TypeServiceTypeTxtCompensationCompensationAmt
HRB MANAGEMENT INC
1 H R BLOCK WAYKANSAS CITYMO64105MANAGEMENT$259,994
CAMBRIDGE ASSOCIATES LLC
100 SUMMER STREETBOSTONMA02110INVESTMENT ADVISOR$68,455
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$60,519,613AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,561,609AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$62,081,222TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$62,081,222AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$931,218CashDeemedCharitableAmt
Net Vl Noncharitable Assets$61,150,004NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,057,500MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,057,500MinimumInvestmentReturnAmt
Tax Based On Investment Income$31,475TaxBasedOnInvestmentIncomeAmt
Total Tax$31,475TotalTaxAmt
Distributable Before Adj$3,026,025DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,026,025DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,026,025DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,225,192ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,225,192QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$31,475PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,193,717AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,026,025DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$206,712ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$190,700ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$94,841ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$492,253TotalExcessDistributionCyovAmt
Qualifying Distributions$3,225,192QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,026,025AppliedToCurrentYearAmt
Remaining Distri From Corpus$199,167RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$691,420TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$691,420ExcessDistriCyovToNextYrAmt
Excess From Year4$206,712ExcessFromYear4Amt
Excess From Year3$190,700ExcessFromYear3Amt
Excess From Year2$94,841ExcessFromYear2Amt
Excess From Current Year$199,167ExcessFromCurrentYearAmt

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 WAYAddressLine1
CityKANSAS CITYCity
StateMOState
ZIP Code64105ZIPCode
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 (193 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
ADHOC GROUP AGAINST CRIME
3116 PROSPECTKANSAS CITYMO64128PCGRANT IN HONOR OF ALVIN BROOKS AND SUPPORT FOR THE GUARDIAN AWARDS PROGRAM$2,810
AMERICAN RED CROSS OF GREATER KANSAS CITY
211 W ARMOUR BLVDKANSAS CITYMO64111PC1ST AID STATION RV$10,000
ARGENTINE NEIGHBORHOOD DEVELOPMENT ASSOCIATION
PO BOX 6146KANSAS CITYKS66106PCHEALTHY FOODS INITIATIVE GROCERY STORE PROJECT$15,000
ART IN THE LOOP FOUNDATION
1000 WALNUT SUITE 200KANSAS CITYMO64106PC2013-14 ARTWALL$2,500
ARTS AND RECREATION FOUNDATION OF OVERLAND PARK
PO BOX 26392OVERLAND PARKKS66225PCMAIN STREET AT DEANNA ROSE CHILDREN'S FARMSTEAD$10,000
BAY AREA JEWISH HEALING CENTER
3330 GEARY BLVD 3RD FLOOR WESTSAN FRANCISCOCA94118PC2013 OCSA RECIPIENT: BENJAMIN BLOOM (SEASONAL)$2,500
BENEDICTINE COLLEGE
1020 N 2ND STATCHISONKS66002PCGRANT FOR MATCH$100
BENILDE HALL
3220 E 23RD STREETKANSAS CITYMO64127PCDIALECTICAL BEHAVIOR THERAPY AT BENILDE HALL$8,420
BILLINGS CENTRAL CATHOLIC HIGH
3 BROADWATER AVEBILLINGSMT59106PCGRANT FOR MATCH$320
BLACK COMMUNITY FUND AT THE GREATER KANSAS CITY COMMUNITY FOUNDATION
1055 BROADWAY SUITE 130KANSAS CITYMO64105PCFUNDS TO SUPPORT SCHOLARSHIPS PROVIDED FOR AREA AFRICAN AMERICAN YOUTH PURSUING POST-SECONDARY EDUCATION OPPORTUNITIES$5,000
BNAI BRITH PANTANO GARDENS
370 N PANTANOTUCSONAZ85710PCCASH FOR CHAMPIONS: MICHAEL STRUASS (FIELD)$400
BOY SCOUTS OF AMERICA - MT DIABLO SILVERADO COUNCIL
800 ELLINWOOD WAYPLEASANT HILLCA94523PC2013 OCSA RECIPIENT: BENJAMIN BLOOM (SEASONAL)$2,500
CALIFORNIA ODYSSEY OF THE MIND
PO BOX 640834SAN FRANCISCOCA94109PCCASH FOR CHAMPIONS: ZACHARY BEYER (FIELD)$400
CAMP FIRE
1100 WALNUT ST SUITE 1900KANSAS CITYMO641062197PCSTEP-IT-UP-2-THRIVE ORGANIZATION-WIDE IMPLEMENTATION$20,000
CAMPS FOR KIDS
4727 LOGAN AVEKANSAS CITYMO641361161PCTHE CAMPS FOR KIDS MATCHING PROGRAM$6,000
CAPITAL UNIVERSITY
1 COLLEGE MAINCOLUMBUSOH43209PCGRANT FOR MATCH$500
CASA OF JOHNSON & WYANDOTTE COUNTIES
5700 BROADMOOR SUITE 201MISSIONKS66202PCCASA CHILD ADVOCACY PROGRAM$8,000
CATHOLIC CHARITIES OF NORTHEAST KANSAS
9720 WEST 87TH STREETOVERLAND PARKKS66212PCSHALOM HOUSE SHELTER FOR HOMELESS MEN-SLEEPING QUARTER RENOVATIONS$22,000
CATHOLIC CHARITIES OF NORTHEAST KANSAS
9720 WEST 87TH STREETOVERLAND PARKKS66212PCCASH FOR CHAMPIONS: DIANE BARKLEY (CSC)$400
CENTER FOR PRACTICAL BIOETHICS
1111 MAIN SUITE 500KANSAS CITYMO64105PCTRANSPORTABLE PHYSICIAN ORDERS FOR PATIENT PREFERENCES (TPOPP)$10,000
CENTRAL METHODIST UNIVERSITY
411 CENTRAL METHODIST SQUAREFAYETTEMO65248PCGRANT FOR MATCH$1,000
CHARLOTTE STREET FOUNDATION
PO BOX 10263KANSAS CITYMO64171PCGENERAL PROGRAM SUPPORT$5,000
CHICAGO CHILDREN'S MUSEUM
700 E GRAND AVECHICAGOIL60611PCGRANT FOR MATCH$500
CHILDREN'S MERCY HOSPITAL
2401 GILLHAM ROADKANSAS CITYMO64108PCGRANT IN MEMORY OF ADELE HALL$2,500
CHILDREN'S TLC
3101 MAIN STREETKANSAS CITYMO64111PCGRANT FOR MATCH$700
CHILDREN'S TLC
3101 MAIN STREETKANSAS CITYMO64111PCSTRATEGIC INITIATIVES$55,000
CLAY COUNTY CLOTHES CLOSET
PO BOX 46625KANSAS CITYMO64188PCFUNDS TO SUPPORT THE PURCHASE OF CLOTHING FOR LOW-INCOME CHILDREN AND ADULTS LIVING IN CLAY COUNTY, MISSOURI$2,000
CODE FOR AMERICA
155 9TH STREETSAN FRANCISCOCA94103PCCODE FOR AMERICA 2013 FELLOWSHIP IN KANSAS CITY REGION$10,000
CONCORDIA SEMINARY
801 SEMINARY PLST LOUISMO63105PCGRANT FOR MATCH$100
CRISTO REY KANSAS CITY
211 WEST LINWOOD BLVDKANSAS CITYMO64111PCMATH AND SCIENCE CURRICULUM ALIGNMENT AND THE EXPANSION OF ONLINE LEARNING OPPORTUNTIES$30,300
CROSSROADS ACADEMY OF KANSAS CITY
1015 CENTRALKANSAS CITYMO64105PCSTUDENT ENRICHMENT PROGRAM$23,300
CURE OF ARS SCHOOL
9403 MISSION ROADLEAWOODKS66206PCGRANT FOR MATCH$1,000
DEVELOPING POTENTIAL INC
120 WEST WALNUTINDEPENDENCEMO64050PCTRANSPORTATION FOR DAY HABILITATION AND COMMUNITY-BASED ACTIVITIES$15,250
DONNELLY COLLEGE
608 N 18TH STREETKANSAS CITYKS66102PCFUNDS TO SUPPORT TUITION/FEES, ACADEMIC COACHING EXPENSES DURING 2013$68,643
ELMWOOD CEMETERY SOCIETY
P O BOX 270255KANSAS CITYMO64127PCGRANT FOR MATCH$200
EQUAL JUSTICE AMERICA
13540 E BOUNDARY ROADMIDLOTHIANVA23112PCGRANT FOR MATCH$200
FAMILY HEALTH CARE
300 SOUTHWEST BOULEVARDKANSAS CITYKS66103PCMID-YEAR PROGRAM EXPANSION$30,000
FOLLY THEATER
PO BOX 26505KANSAS CITYMO64196PCCAPITAL IMPROVEMENTS$17,189
FOOD ALLERGY RESEARCH AND EDUCATION
7925 JONES BRANCH DRMCLEANVA22102PCCASH FOR CHAMPIONS: CATHERINE STEWART (CSC)$400
FREMAR FOUNDATION FOR ACCORDION ARTS
2816 W 87TH TERRACELEAWOODKS66206PCGRANT FOR MATCH$300
FRIENDS OF CHAMBER MUSIC
4635 WYANDOTTE STE 201KANSAS CITYMO64112PCGRANT FOR MATCH$2,000
FRIENDS OF CHAMBER MUSIC
4635 WYANDOTTE STE 201KANSAS CITYMO64112PCVLADIMIR FELTSMAN, PIANO$13,500
FRIENDS OF PARKVILLE PARKS
904 MAINPARKVILLEMO64152PC2013 OCSA: KIM VERHOEVEN (CSCKC)$5,000
FRIENDS OF THE ZOO
6800 ZOO DRIVEKANSAS CITYMO64132PCTO SUPPORT THE CONSTRUCTION OF A NEW FLAGSHIP DINING FACILITY.$150,000
FRIENDS OF UNIVERSITY ACADEMY
4049 PENNSYLVANIA SUITE 400KANSAS CITYMO64111PCGRANT FOR MATCH$6,000
GEORGETOWN UNIVERSITY
37TH O STREETS NWWASHINGTONDC20073PCGRANT FOR MATCH$600
GLACIER NATIONAL PARK CONSERVANCY
PO BOX 2749COL FALLSMT59912PCGRANT FOR MATCH$2,000
GOOD SHEPHERD CATHOLIC SCHOOL
12800 W 75TH STREETSHAWNEEKS66216PCGRANT FOR MATCH$1,000
GRACE UNITED COMMUNITY MINISTRIES
801 BENTON BOULEVARDKANSAS CITYMO64124PCGUCM'S AFTER-SCHOOL TUTORIAL PROGRAM$10,000
GREAT LAKES ADAPTIVE SPORTS ASSOCIATION
400 ILLINOIS ROADLAKE FORESTIL60045PCGRANT FOR MATCH$500
HALL CENTER FOR THE HUMANITIES
900 SUNNYSIDE AVELAWRENCEKS66045PCGRANT FOR MATCH$3,000
HARRIMAN-JEWELL SERIES
500 COLLEGE HILLLIBERTYMO64068PC2013-2014 HARRIMAN-JEWELL SERIES EDUCATION EVENTS$8,500
HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS
500 W US HIGHWAY 24INDEPENDENCEMO640501798PCGRANT IN HONOR OF MORTON AND NEIL SOSLAND'S PARTICIPATION IN 2013 WILD ABOUT HENRY$2,500
HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS
500 W US HIGHWAY 24INDEPENDENCEMO640501798PCGRANT FOR MATCH$3,000
HARVARD UNIVERSITY
RECORDING SECRETARYCAMBRIDGEMA02138PCGRANT FOR MATCH$3,000
HARVESTERS - THE COMMUNITY FOOD NETWORK
3801 TOPPING AVENUEKANSAS CITYMO64129PCWAREHOUSE CAPITAL IMPROVEMENTS - ORDER SELECTOR TRUCK AND FREEZER DOCKS AND SEALS.$34,000
HARVESTERS - THE COMMUNITY FOOD NETWORK
3801 TOPPING AVENUEKANSAS CITYMO64129PCHARVESTERS INITIATIVES$25,000
HEALTH OPTIONS THAT MATTER OF KANSAS CITY
340 SW BOULEVARDKANSAS CITYKS66103PCMATERNAL OPTIONS THAT MATTER$10,000
HEALTH PARTNERSHIP CLINIC OF JOHNSON COUNTY
407 S CLAIRBORNE RD SUITE 104OLATHEKS66062PCCHIEF MEDICAL OFFICER$46,500
HEART OF AMERICA COMMUNITY AIDS PARTNERSHIP
1080 WASHINGTONKANSAS CITYMO641052249PCFUNDS TO SUPPORT COLLABORATIVE GRANTMAKING ACTIVITIES FOR AIDS SERVICE ORGANIZATIONS$10,000
HEART TO HEART INTERNATIONAL
401 S CLAIRBORNE SUITE 302OLATHEKS66062PCCAPACITY-BUILDING$25,000
HEIT'S POINT LUTHERAN MINISTRIES
28345 HEITS POINT AVELINCOLNMO65338PCCASH FOR CHAMPIONS: JANICE RINNE (CSC)$400
HIGH ASPIRATIONS
6320 BROOKSIDE PLAZE SUITE 263KANSAS CITYMO64113PCFUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS$5,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242PCGRANT FOR MATCH$1,000
HISPANIC SCHOLARSHIP FUND AT THE GREATER KANSAS CITY COMMUNITY FOUNDATION
1055 BROADWAYSUITE 130KANSAS CITYMO64105PCGREATER KANSAS CITY HISPANIC SCHOLARSHIP FUND$20,000
HOPE FAITH MINISTRIES INC
705 VIRGINIA AVENUEKANSAS CITYMO64106PCTO SUPPORT THE WOMEN'S RESTROOM AND SHOWER RENOVATIONS$15,000
JACKSON COUNTY CASA
2544 HOLMESKANSAS CITYMI64108PCCHILD ADVOCACY$10,000
JACKSON COUNTY HISTORICAL SOCIETY
PO BOX 4241INDEPENDENCEMO64051PCGRANT FOR MATCH$200
KANSAS CITY ART INSTITUTE
4415 WARWICK BLVDKANSAS CITYMO64111PCH&R BLOCK ARTSPACE AT THE KANSAS CITY ART INSTITUTE$16,500
KANSAS CITY BALLET
500 W PERSHING ROADKANSAS CITYMO641082430PCCOMMUNITY OUTREACH AND EDUCATION$20,000
KANSAS CITY CARE CLINIC
3515 BROADWAYKANSAS CITYMO64111PCBRIDGING THE FUTURE CAMPAIGN$25,000
KANSAS CITY CHAMBER ORCHESTRA
11 E 40TH STKANSAS CITYMO64111PCONGOING PROGRAMS AND OPERATIONS$2,500
KANSAS CITY CONSENSUS
PO BOX 10252KANSAS CITYMO64171PCCREATING COMMUNITY SOLUTIONS-KANSAS CITY$5,000
KANSAS CITY FREEDOM SCHOOLS INITIATIVE
2200 OLIVE STKANSAS CITYMO64127PCKINDERGARTEN READINESS BOOT CAMP$25,000
KANSAS CITY FRIENDS OF ALVIN AILEY
1714 EAST 18TH STREETKANSAS CITYMO64108PCKCFAA EDUCATION PROGRAMS$11,500
KANSAS CITY METROPOLITAN CRIME COMMISSION
3100 BROADWAY SUITE 226KANSAS CITYMO64111PCTO SUPPORT THE PURCHASE OF A NEW SERVER AND TECHNOLOGY UPGRADES FOR PROGRAMMING.$17,200
KANSAS CITY PUBLIC LIBRARY
14 WEST 10TH STREETKANSAS CITYMO64105PCBUILDING A COMMUNITY OF READERS$25,000
KANSAS CITY PUBLIC LIBRARY
14 WEST 10TH STREETKANSAS CITYMO64105PCGRANT FOR MATCH$2,000
KANSAS CITY REPERTORY THEATRE
4825 TROOST AVENUE SUITE 106KANSAS CITYMO64110PC2012-13 SEASON$13,500
KANSAS CITY SYMPHONY
1703 WYANDOTTE STREET SUITE 200KANSAS CITYMO64108PCFUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS$22,500
KANSAS CITY YOUNG AUDIENCES
5601 WYANDOTTEKANSAS CITYMO641131239PCARTS PARTNERS PROGRAM$12,000
KANSAS STATE UNIVERSITY FOUNDATION
2323 ANDERSON AVE SUITE 500MANHATTANKS66502PCGRANT FOR MATCH$2,000
KC HEALTHY KIDS
650 MINNESOTA AVENUEKANSAS CITYKS66101PCKC HEALTHY KIDS--HEALTHY KIDS INITIATIVE INDIAN MOUND COMMUNITY$54,000
KCMO PARKS AND RECREATION DEPARTMENT
TERRY R DOPSON PARKS AND RECREATIONKANSAS CITYMO641304629PCFUNDS TO SUPPORT THE DESIGN PROFESSIONAL SERVICES AGREEMENT FOR THE HENRY WOLLMAN BLOCH FOUNTAIN BETWEEN THE KANSAS CITY MISSOURI PARKS AND RECREATION DEPARTMENT AND WATER'S EDGE AQUATIC DESIGN$50,000ADMINISTRATION BUILDING
KCPT- PUBLIC TELEVISION 19
125 E 31ST STREETKANSAS CITYMO64108PCGRANT FOR MATCH$652
KEMPER MUSEUM OF CONTEMPORARY ART
4420 WARWICK BLVDKANSAS CITYMO64111PCKEMPER MUSEUM OF CONTEMPORARY ART GENERAL OPERATING FISCAL YEAR 2013$8,000
KENYON COLLEGE
105 CHASE AVEGAMBIEROH43022PCGRANT FOR MATCH$200
KIDS TLC
480 S ROGERS ROADOLATHEKS660621706PCKIDSTLC'S BRINGING OUR CHILDREN HOME; CONTINUING OUR JOURNEY CAPITAL CAMPAIGN$25,000
LEGAL AID OF WESTERN MISSOURI
1125 GRAND BLVD STE 1900KANSAS CITYMO64106PCTO SUPPORT THE URBAN CORE ESTATE PLANNING PROJECT$20,000
LEGAL AID OF WESTERN MISSOURI
1125 GRAND BLVD STE 1900KANSAS CITYMO64106PCCOMMUNITY ECONOMIC DEVELOPMENT$15,000
LIBERTY MEMORIAL ASSOCIATION
100 W 26TH STKANSAS CITYMO64108PCTO SUPPORT THE COSTS ASSOCIATED WITH UPDATING ITS STRATEGIC PLAN.$10,000
LITERACY KANSAS CITY
211 W ARMOUR BLVD 3RD FLOORKANSAS CITYMO64111PCGUIDED EDUCATIONAL ACCESS TO READING SKILLS (GEARS) EXPANSION PROJECT$25,000
LOCAL INITIATIVES SUPPORT CORPORATION - LISC
600 BROADWAY SUITE 280KANSAS CITYMO641051536PCNEIGHBORHOODSNOW, FINANCIAL OPPORTUNITY CENTERS AND THE GREATER KC SUPPORT PROGRAM$100,000
LOYOLA UNIVERSITY - CHICAGO
820 N MICHIGAN AVECHICAGOIL60611PCGRANT FOR MATCH$500
LUNG CANCER RESEARCH FOUNDATION
800 THIRD AVENEW YORKNY10022PCGRANT FOR MATCH$5,000
LUTHERAN HIGH SCHOOL ASSOCIATION OF ST CHARLES CO INC
5100 MEXICO RDST PETERSMO63376PCGRANT FOR MATCH$250
LYRIC OPERA OF KANSAS CITY INC
1725 HOLMESKANSAS CITYMO64108PCCAPITAL CAMPAIGN$50,000
LYRIC OPERA OF KANSAS CITY INC
1725 HOLMESKANSAS CITYMO64108PCLYRIC OPERA 2013-2014 SEASON$17,000
MATTIE RHODES COUNSELING & ARTS CENTER
1740 JEFFERSONKANSAS CITYMO64108PCFUNDS TO SUPPORT SECURITY ENHANCEMENTS AT THE ORGANIZATION'S NORTHEAST LOCATION$25,000
METROPOLITAN COMMUNITY COLLEGE FOUNDATION
3200 BROADWAYKANSAS CITYMO64111PCFUNDS TO SUPPORT TUITION/FEES, ACADEMIC COACHING EXPENSES$46,388
METROPOLITAN COMMUNITY COLLEGE FOUNDATION
3200 BROADWAYKANSAS CITYMO64111PCFUNDS TO SUPPORT THE EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2013$245
MID AMERICA ASSISTANCE COALITION
1 W ARMOUR BLVD SUITE 301KANSAS CITYMO64111PCMAACLINK DATA SYSTEM OPERATIONS SUPPORT$25,000
MID AMERICA FREEDOM BAND
PO BOX 32792KANSAS CITYMO64171PCCASH FOR CHAMPIONS: CLAYTON MILLER (CSC)$100
MIDAMERICA NAZARENE UNIVERSITY
2030 COLLEGE WAYOLATHEKS66062PCGRANT FOR MATCH$1,250
MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION
600 BROADWAY SUITE 200KANSAS CITYMO64105PCAIM4PEACE SUMMER YOUTH JOBS PROGRAM (ASYJP)$25,000
MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION
600 BROADWAY SUITE 200KANSAS CITYMO64105PCFUNDS TO SUPPORT THE GREATER KANSAS CITY HOMELESSNESS TASK FORCE INITIATIVE THROUGH MARC$25,000
MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION
600 BROADWAY SUITE 200KANSAS CITYMO64105PCMISSOURI DESIRED RESULTS DEVELOPMENT PROFILE (DRDP) ASSESSMENT PROJECT$50,000
MIDWEST CENTER FOR HOLOCAUST EDUCATION
5801 WEST 115TH STREET SUITE 106OVERLAND PARKKS66211PCGRANT IN MEMORY OF MARIAN GROSSMAN$1,000
MIDWEST CENTER FOR HOLOCAUST EDUCATION
5801 WEST 115TH STREET SUITE 106OVERLAND PARKKS66211PCSTATE OF DECEPTION: THE POWER OF NAZI PROPAGANDA$10,000
MISSOURI COLLEGE ADVISING CORPS AT THE UNIVERSITY OF MISSOURI-COLUMBIA
46 JESSE HALLUNIVERSITY OF MISSOURICOLUMBIAMO65211PCMISSOURI COLLEGE ADVISING CORPS$19,000
MISSOURI COLLEGES FUND INC
3401 W TRUMAN BLVD STE 202JEFFERSON CITYMO65109PCTEACHERS FIRST SCHOLARSHIP PROGRAM$2,500
MOCSA
3100 BROADWAY SUITE 400KANSAS CITYMO64111PCMOCSA PROGRAM UPDATE$10,000
NATIVITY PARISH SCHOOL
3800 W 119TH STLEAWOODKS66209PCGRANT FOR MATCH [1173]$1,000
NEIGHBORHOOD HOUSING SERVICES OF KANSAS CITY MISSOURI
5835 TROOSTKANSAS CITYMO64110PCSUPPORT A PORTION OF THE INCREMENTAL COSTS OF FINANCING AND OCCUPYING A NEW BUILDING$10,000
NEIGHBORHOOD SERVICE CENTER
126 PORT STREETEASTONMD21601PCGRANT FOR MATCH$2,500
NILES HOME FOR CHILDREN
1911 E 23RD STREETKANSAS CITYMO64127PCNILES PREP 'MOVING TO LEARN'$10,000
NORTHLAND ASSISTANCE CENTER
2018 GENTRYNORTH KANSAS CITYMO64116PCFUNDS TO SUPPORT EXPANSION OF THE FOOD PANTRY$1,900
NORTHWESTERN MEMORIAL FOUNDATION
251 E HURAN STCHICAGOIL60611PCGRANT FOR MATCH$1,000
NORTHWESTERN UNIVERSITY
1201 DAVIS STEVANSTONIL60201PCGRANT FOR MATCH$100
OHIO DOMINICAN UNIVERSITY
COLLEGE ADVANCEMENT OFFICECOLUMBUSOH432199987PCGRANT FOR MATCH$250
OPERATION BREAKTHROUGH
3039 TROOSTKANSAS CITYMO64109PCOB COLLABORATIVE$15,000
OTTAWA UNIVERSITY
1001 S CEDAROTTAWAKS66067PCGRANT FOR MATCH$1,000
OWENCOX DANCE GROUP
4230 HOLMES STREETKANSAS CITYMO64110PCOWEN/COX DANCE GROUP CAPACITY BUILDING$6,500
OZANAM
421 EAST 137TH STREETKANSAS CITYMO64145PCGENERAL OPERATING SUPPORT$6,000
PHOENIX FAMILY
2838 WARWICK TRFYKANSAS CITYMO64108PCHIKE (HELP INSTILL THE KEY TO EDUCATION)$30,000
PROVIDENCE COLLEGE
ONE CUNNINGHAM SQUAREPROVIDENCERI02918PCGRANT FOR MATCH$2,000
REACH OUT AND READ KANSAS CITY
3901 RAINBOW BLVDKANSAS CITYKS66160PCWEBSITE PROJECT$9,950
REGIS UNIVERSITY
3333 REGIS BLVDDENVERCO802211099PCGRANT FOR MATCH$1,000
RESTART INC
918 E 9TH STREETKANSAS CITYMO64106PCFUNDS TO SUPPORT THE RENOVATION CAMPAIGN FOR THE ADULT SHELTER$41,700
RESTART INC
918 E 9TH STREETKANSAS CITYMO64106PCFOR TRAUMA-INFORMED CARE TRAINING AND TECHNICAL ASSISTANCE$10,000
ROCKHURST HIGH SCHOOL
9301 STATE LINEKANSAS CITYMO64114PCGRANT FOR MATCH$1,000
RONALD MCDONALD HOUSE
2502 CHERRY STREETKANSAS CITYMO64108PCHOPE GROWS CAPITAL CAMPAIGN$50,000
ROSE BROOKS CENTER
PO BOX 3230599KANSAS CITYMO64132PCSUPPORT$16,830
ROSE BROOKS CENTER
PO BOX 3230599KANSAS CITYMO64132PCTECHNOLOGY AND SUPPORT UPGRADE$34,000
SAFEHOME INC
PO BOX 4563OVERLAND PARKKS66204PCCAPITAL CAMPAIGN$50,000
SAINT LUKE'S HOSPITAL FOUNDATION
4225 BALTIMORE AVENUEKANSAS CITYMO64111PCGRANT FOR MATCH$9,744
SALVATION ARMY KANSAS & WESTERN MISSOURI DIVISION
3637 BROADWAYKANSAS CITYMO64111PCTHE CHILDREN'S SHELTER - CLIENT MANAGEMENT SOFTWARE DEVELOPMENT$27,000
SAMUEL U RODGERS HEALTH CENTER
825 EUCLID AVENUEKANSAS CITYMO64124PCFUNDS TO SUPPORT CONSTRUCTION OF A NEW FACILITY$50,000
SAMUEL U RODGERS HEALTH CENTER
825 EUCLID AVENUEKANSAS CITYMO64124PCPHILLIPS IU22 ULTRASOUND SYSTEM$40,000
SAMUEL U RODGERS HEALTH CENTER
825 EUCLID AVENUEKANSAS CITYMO64124PCCAPITAL IMPROVEMENTS NECESSARY TO ASSUME OPERATION OF CABOT WESTSIDE HEALTH CLINIC$55,000
SAVE-A-LIFE OF THE PEARL RIVER AREA DBA PREGNANCY SUPPORT SERVICES
PO BOX 1359PICAYUNEMS39466PC2013 OCSA RECIPIENT: KYLE JONES (FRANCHISEE)$1,000
SCRANTON PREPARATORY SCHOOL
1000 WYOMING AVESCRANTONPA18509PCGRANT FOR MATCH$700
SHEFFIELD PLACE
6604 EAST 12TH STREETKANSAS CITYMO64126PCTO SUPPORT STAFF EFFORTS AIMED AT DIVERSIFYING FUNDING SOURCES AND INCREASING THEIR VOLUNTEER BASE$19,600
ST ANN'S CATHOLIC SCHOOL
7241 MISSION ROADPRAIRIE VILLAGEKS66208PCGRANT FOR MATCH$1,000
ST JAMES ACADEMY
24505 PRAIRIE STAR PARKWAYLENEXAKS66111PCGRANT FOR MATCH$1,000
ST TERESA'S ACADEMY
5600 MAIN STREETKANSAS CITYMO641131298PCCASH FOR CHAMPIONS: CAREY WILKERSON LOONEY (CSC)$200
SUFFOLK UNIVERSITY
8 ASHBURTON PLACEBOSTONMA02108PCGRANT FOR MATCH$100
SUMMERFEST CONCERTS INC
PO BOX 22697KANSAS CITYMO641130697PC2013 CONCERTS SERIES$3,000
SUPPORT KANSAS CITY INC
5960 DEARBORN SUITE 200MISSIONKS66202PC2013 CAPACITY BUILDING$15,000
SUPPORTING KIDS FOUNDATION
21617 W 98TH TERRACELENEXAKS66220PCGRANT 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
906 GRAND BLVD SUITE 10BKANSAS CITYMO64106PCARTSKC CATALYST FUNDERS' POOL$35,000
THE CHILDREN'S PLACE
2 EAST 59TH STREETKANSAS CITYMO64113PCDAY TREATMENT TRANSPORTATION$15,000
THE CHILDREN'S SPOT
4333 PENNSYLVANIAKANSAS CITYMO64111PCTHE CHILDREN'S SPOT OBSERVATION AND RECORD SYSTEM$14,517
THE COTERIE
2450 GRAND BLVD SUITE 144KANSAS CITYMO64108PC2013-2014 35TH ANNIVERSARY SEASON$8,000
THE NELSON GALLERY FOUNDATION
4525 OAK STREETKANSAS CITYMO64111PCGRANT FOR MATCH$22,000
THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
5200 OAK STKANSAS CITYMO64112PCCOSTS ASSOCIATED WITH THE PROPOSED MERGER WITH WESTPORT COOPERATIVE SERVICES$25,000
THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
5200 OAK STKANSAS CITYMO64112PCSENIOR COMPANION PROGRAM$5,000
THE UNITED COURT OF SANDIAS INC
PO BOX 80343ALBUQUERQUENM87198PCCASH FOR CHAMPIONS: SCOTT NEFF (FIELD)$400
THE UNIVERSITY OF TEXAS - MD ANDERSON CANCER CENTER
PO BOX 4486HOUSTONTX77210PCGRANT FOR MATCH$1,000
THE WORNALLMAJORS HOUSE MUSEUMS
6115 WORNALL ROADKANSAS CITYMO64113PCJOHN WORNALL HOUSE MUSEUM STRUCTURAL REPAIRS$10,000
TOY AND MINIATURE MUSEUM
5235 OAK STREETKANSAS CITYMO64112PCTO SUPPORT CAPITAL AND EXHIBITION IMPROVEMENTS$50,000
TRUMAN STATE UNIVERSITY FOUNDATION
100 EAST NORMALKIRKSVILLEMO635014221PCGRANT FOR MATCH$1,000
TURNER HOUSE CHILDREN'S CLINIC
21 N 12TH STKANSAS CITYKS66102PCPURCHASE DENTAL EQUIPMENT FOR EXPANDED CLINIC$25,115
UMKC FOUNDATION
300B ADMINISTRATIVE CENTERKANSAS CITYMO64110PCGRANT FOR MATCH$8,425
UMKC FOUNDATION
300B ADMINISTRATIVE CENTERKANSAS CITYMO64110PCFUNDS TO SUPPORT TUITION/FEES, ACADEMIC COACHING EXPENSES, AND GRADUATE STUDENT SERVICES$251,922
UMKC FOUNDATION
300B ADMINISTRATIVE CENTERKANSAS CITYMO64110PCFUNDS TO SUPPORT THE EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2013$1,130
UNICORN THEATRE
3828 MAIN STREETKANSAS CITYMO64111PC2012-2013 SEASON$8,000
UNIFIED SCHOOL DISTRICT #500 KANSAS CITY KANSAS PUBLIC SCHOOLS
2010 NORTH 59TH STREETKANSAS CITYKS66104PCFUNDS TO PURCHASE FURNISHINGS FOR THE NEW KCK PUBLIC LIBRARY BRANCH IN THE ROSEDALE, ARGENTINE, AND ARMOURDALE AREAS OF KANSAS CITY, KANSAS$25,000
UNITED FUND OF TALBOT COUNTY
121 N WASHINGTON STEASTONMD21601PCGRANT FOR MATCH$2,500
UNITED INNER CITY SERVICES
2008 E 12TH STREETKANSAS CITYMO64127PCTEACHER EDUCATION AND MENTORING (TEAM) PROGRAM$50,000
UNITED WAY OF GREATER KANSAS CITY - UNITED FOR HOPEUNITED TO HELP
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112PCGRANT FOR MATCH$7,132
UNITED WAY OF GREATER KANSAS CITY - UNITED FOR HOPEUNITED TO HELP
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112PCUNITED FOR HOPE / UNITED TO HELP$50,000
UNITED WAY OF GREATER KANSAS CITY - UNITED FOR HOPEUNITED TO HELP
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112PCUNITED WAY 2-1-1$25,000
UNIVERSITY OF CENTRAL MISSOURI FOUNDATION
SMISER ALUMNI CENTERWARRENSBURGMO64093PCGRANT FOR MATCH$100
UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION
PO BOX 928LAWRENCEKS66044PCGRANT FOR MATCH$5,280
UNIVERSITY OF MICHIGAN
DEPT CH 10189PALATINEIL600550189PCGRANT FOR MATCH$400
UNIVERSITY OF MISSOURI-COLUMBIA
109 REYNOLDS ALUMNI CENTERCOLUMBIAMO65211PCGRANT FOR MATCH$560
UNIVERSITY OF MISSOURI-COLUMBIA
109 REYNOLDS ALUMNI CENTERCOLUMBIAMO65211PCGRANT FOR MATCH$1,125
UNIVERSITY OF MONTANA FOUNDATION
PO BOX 7159MISSOULAMT59807PCGRANT FOR MATCH$1,000
UNIVERSITY OF SCRANTON
OHARA HALL 528SCRANTONPA18640PCGRANT FOR MATCH$700
UNIVERSITY OF VIRGINIA
PO BOX 400807CHARLOTTESVILLEVA22904PCGRANT FOR MATCH$100
VARDAMAN STREET CHRISTIAN ACADEMY
908 WEST FRONTAGE DRIVEWIGGINSMS39577PC2013 OCSA RECIPIENT: KYLE JONES (FRANCHISEE)$4,000
VASSAR COLLEGE
124 RAYMOND AVENUEPOUGHKEEPSIENY12604PCGRANT FOR MATCH$5,000
VISION RESEARCH FOUNDATION OF KANSAS CITY
2310 HOLMES STREET 6TH FLOORKANSAS CITYMO64108PCTHE VISION RESEARCH FOUNDATION WEBSITE PROJECT$8,600
WAYSIDE WAIFS INC
3901 MARTHA TRUMAN ROADKANSAS CITYMO64137PCNO MORE BULLIES!$20,000
WHITEFISH THEATRE COMPANY
ONE CENTRAL AVEWHITEFISHMT59937PCGRANT FOR MATCH$500
WILDWOOD OUTDOOR EDUCATION CENTER
399TH STREETLA CYGNEKS66040PCSUMMER ADVENTURE$6,000
WOODWARD ACADEMY
1662 RUGBY AVECOLLEGE PARKGA30337PCGRANT FOR MATCH$5,000
YMCA OF GREATER KANSAS CITY
3100 BROADWAY SUITE 1020KANSAS CITYMO64111PCYOUTH VOLUNTEER CORPS KANSAS CITY (YVCKC)$25,000
YMCA OF GREATER KANSAS CITY
3100 BROADWAY SUITE 1020KANSAS CITYMO64111PCPROGRAM EXPANSION: YOUTH DEVELOPMENT CONTINUUM$25,000
YOUTH AMBASSADORS INC
7309 HIGH DRIVEPRAIRIE VILLAGEKS66208PCPROGRAM EXPANSION IN THE IVANHOE NEIGHBORHOOD$10,000
YOUTH SYMPHONY OF KANSAS CITY
5960 DEARBORN SUITE 206MISSIONKS66202PCFUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,945,497TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN'S TLC
3101 MAIN STREETKANSAS CITYMO64111PCPLEDGED GRANT$25,000
FRIENDS OF THE ZOO
6800 ZOO DRIVEKANSAS CITYMO64132PCPLEDGED GRANT$150,000
RONALD MCDONALD HOUSE OF GREATER KANSAS CITY
2502 CHERRY STREETKANSAS CITYMO64108PCPLEDGED GRANT$50,000
SAFEHOME
PO BOX 4563OVERLAND PARKKS66204PCPLEDGED GRANT$25,000
SWOPE RENAISSANCE
5930 SWOPE PARKWAYKANSAS CITYMO64130PCPLEDGED GRANT$50,000
TOY AND MINIATURE MUSEUM
5235 OAK STREETKANSAS CITYMO64112PCPLEDGED GRANT$50,000
UNITED WAY OF GREATER KANSAS CITY
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64187PCPLEDGED GRANT$250,000
YOUTH AMBASSADORS
7309 HIGH DRIVEPRAIRIE VILLAGEKS66208PCPLEDGED GRANT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$610,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$904ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$463,308ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,540,764ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
UNREALIZED GAIN ON INVESTMENTS14$4,831,480
INCOME (LOSS) FROM PASSTHROUGHS14$18,571523930-$12,043

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$12,043UnrelatedBusinessTaxblIncmAmt
Exclusion$7,855,027ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,842,984TotalIncomeProducingActyAmt

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 WAYAddressLine1
CityKANSAS CITYCity
StateMOState
ZIP Code64105ZIPCode
FieldValueIRS element (for citing)
Total Contributions$167,300TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND AUDIT FEESCategoryTxt
Amt$48,102Amt
Net Investment Income$38,482NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,620DisbursementsCharitablePrpsAmt

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. OFFICERS DAVID P. MILES AND CAREY WILKERSON LOONEY ARE EMPLOYEES OF AND PAID BY HRB MANAGEMENT, INC. PURSUANT TO THE FORM 990-PF INSTRUCTIONS, COMPENSATION PAID TO THE MANAGEMENT SERVICES COMPANY FOR THE SERVICES PROVIDED BY THE FOUNDATION OFFICERS IS REPORTED IN PART VIII, LINE 1 AS IF THE FOUNDATION HAD PAID THE OFFICERS DIRECTLY. OFFICER COMPENSATION REPORTED IN PART VIII, LINE 1 IS ALSO INCLUDED IN THE AMOUNT PAID TO HRB MANAGEMENT, INC. IN PART VIII, LINE 3.MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (22 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ARCHIPELAGO HOLDINGS CLASS AFMV$6,710,987$6,710,987
DIMENSIONAL EMERGING MARKETS FUNDFMV$2,630,293$2,630,293
FIR TREE INTERNATIONAL VALUE FUNDFMV$2,254,264$2,254,264
GRUSS GLOBAL INVESTORS MASTER FUNDFMV$2,647,391$2,647,391
LONGLEAF PARTNERS FUNDFMV$0$0
OCTAVIAN OFFSHORE FUNDFMV$1,007,082$1,007,082
OVERSTONE GLOBAL EQUITY FUNDFMV$0$0
SEMPER VIC PARTNERS (QP), L PFMV$3,732,568$3,732,568
SSGA INTERMEDIATE CREDIT INDEX NLFMV$0$0
SSGA INTERMEDIATE US GOVT BOND FUNDFMV$5,845,259$5,845,259
SSGA RUSSELL 3000 LENDING INDEX CTFFMV$7,917,833$7,917,833
SSGA MSCI EAFE INDEXFMV$7,719,763$7,719,763
WELLINGTON VERDE REALTYFMV$0$0
VANGUARD DIVIDEND APPRECIATION FUNDFMV$1,953,147$1,953,147
WELLINGTON CTF DIHFMV$5,257,724$5,257,724
COLCHESTERFMV$3,020,254$3,020,254
FRANKLINE TEMPLETONFMV$3,146,597$3,146,597
WINGATE PARTNERSFMV$16,559$16,559
CID CAPITALFMV$102,942$102,942
DODDINGTON GLOBAL FUND LLCFMV$3,627,688$3,627,688
FPA CRESCENT FUNDFMV$1,917,343$1,917,343
VANGARD EMERGING MARKETSFMV$1,829,281$1,829,281

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$175LegalFeesAmt
Net Investment Income$44NetInvestmentIncomeAmt
Disbursements Charitable Prps$131DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST RECEIVABLE$62,567$28,543$28,543
DUE FROM MARION AND HENRY BLOCH FAMILY FOUNDATION$59,821$5,737$5,737

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INFORMATION TECHNOLOGY$9,515$0$9,515
SPECIAL EVENT EXPENSE$13,412$0$13,412
VOLUNTEER PROGRAM COSTS$1,554$0$1,554
SUBSCRIPTIONS/PUBLICATIONS$1,610$80$1,530
INSURANCE-GENERAL$4,553$0$0
MISCELLANEOUS$6,672$334$6,338

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
UNREALIZED GAIN ON INVESTMENTS$4,831,480$4,831,480
INCOME (LOSS) FROM PASSTHROUGHS$6,528$6,528

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO HRB MANAGEMENT, INC.Desc
BOY Book Value$37,085BOYBookValueAmt
EOY Book Value$51,274EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISOR AND SERVICE FEES$171,982$149,464$0
MANAGEMENT FEES$259,994$38,999$220,995