MARION AND HENRY BLOCH FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARION AND HENRY BLOCH FAMILY FOUNDATION (EIN 45-4047901)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201443189349101504
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T14:18:58-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 THIRD AVENUE SE STE 300 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524011512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454047901 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARION AND HENRY BLOCH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 8168544361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 H R BLOCK WAY | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64105 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID P MILES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8168544361 | PhoneNum |
| Signature | 2014-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAY HEGARTY | PreparerPersonNm |
| PTIN | P00091057 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $267,237,935 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,387,584 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $115 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $115 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,292,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,473,376 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,118,313 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $161,855,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,504,497 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,500,779 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,459,541 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $38,298,851 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,437,529 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,856 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $464 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,392 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $62,206 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $49,765 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,441 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,148,705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $563,332 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $413,762 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $276,226 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,226 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,631 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,163 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,468 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,196 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $272 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,149 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,528,820 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $641,222 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $459,212 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,929,402 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,929,402 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,458,222 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $641,222 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,388,614 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,840,629 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,796,307 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $246,635 | CashBOYAmt |
| Cash EOY | $391,831 | CashEOYAmt |
| Cash EOYFMV | $391,831 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,426,087 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,812,034 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,812,034 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $231,685,849 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $255,000,412 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $255,000,412 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $92,819 | OtherAssetsBOYAmt |
| Other Assets EOY | $33,658 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $33,658 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $236,451,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $267,237,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $267,237,935 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $59,821 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,737 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $59,821 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,737 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $236,391,569 | UnrestrictedBOYAmt |
| Unrestricted EOY | $267,232,198 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $236,391,569 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $267,232,198 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $236,451,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $267,237,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $236,391,569 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,840,629 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $267,232,198 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $267,232,198 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH | P | $942,558 | -$942,558 | -$942,558 | |
| PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH | P | $848,801 | $848,801 | $848,801 | |
| WELLINGTON CTF DIH | P | $0 | $0 | ||
| PASSTHROUGH FROM SCH K-1 LOOMIS SAYLES | P | $44,101 | -$44,101 | -$44,101 | |
| PASSTHROUGH FROM SCH K-1 LOOMIS SAYLES | P | $68,058 | -$68,058 | -$68,058 | |
| LOOMIS SAYLES | P | $322,721 | $0 | $0 | $322,721 |
| PASSTHROUGH FROM SCH K-1 SSGA US GOVT CREDIT BOND INDEX | P | $24,247 | -$24,247 | -$24,247 | |
| PASSTHROUGH FROM SCH K-1 SSGA US GOVT CREDIT BOND INDEX | P | $211,971 | $211,971 | $211,971 | |
| SSGA US GOVT CREDIT BOND INDEX | P | $0 | $0 | ||
| PASSTHROUGH FROM SCH K-1 COLCHESTER COMBINED GLOBAL | P | $1,114 | -$1,114 | -$1,114 | |
| PASSTHROUGH FROM SCH K-1 COLCHESTER COMBINED GLOBAL | P | $213 | -$213 | -$213 | |
| COLCHESTER COMBINED GLOBAL | P | $0 | $0 | ||
| CID CAPITAL FUND | P | $15 | $0 | $0 | $15 |
| PASSTHROUGH FROM SCH K-1 DODDINGTON GLOBAL FUND | P | $30,040 | $30,040 | $30,040 | |
| PASSTHROUGH FROM SCH K-1 DODDINGTON GLOBAL FUND | P | $268,069 | $268,069 | $268,069 | |
| DODDINGTON GLOBAL FUND | P | $704,765 | $0 | $0 | $704,765 |
| COMMERCE BONDS | D | $117,075,871 | $10,422,453 | $10,422,453 | $127,498,324 |
| OCTAVIAN | P | $433,262 | -$26,679 | -$26,679 | $406,583 |
| GARDNER RUSSO | P | $10,955 | $33,390 | $33,390 | $44,345 |
| SCHWAB - DOUBLELINE | P | $5,030,568 | $66,782 | $66,782 | $5,097,350 |
| SCHWAB - VANGUARD DEV MKTS | P | $7,385,947 | $959,663 | $959,663 | $8,345,610 |
| SCHWAB - VANGUARD RUSSELL 3000 | P | $3,617,676 | $777,658 | $777,658 | $4,395,334 |
| SCHWAB - DFA EMERGING MKT | P | $6,620,910 | -$233,849 | -$233,849 | $6,387,061 |
| SCHWAB - LONGLEAF | P | $6,067,598 | $932,402 | $932,402 | $7,000,000 |
| SCHWAB - FPA CRESCENT | P | $294,087 | $294,087 | $294,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,504,497 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,093,192 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $118,196,488 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026170 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $487,575 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020510 | DistributionYr2Rt |
| Total Distribution | 0.046680 | TotalDistributionRt |
| Average Distribution | 0.023340 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $252,916,578 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,903,073 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $217,963 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,121,036 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,388,614 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $217,963 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $217,963 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $217,963 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $313,999 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $313,999 | TotalPaymentsAndCreditsAmt |
| Overpayment | $96,036 | OverpaymentAmt |
| Applied To ES Tax | $96,036 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | BLOCHFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID MILES | IndividualWithBooksNm |
| Phone | 8168544372 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 H R BLOCK WAY | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HENRY W BLOCH | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | CHAIRMAN & DIRECTOR | 5.00 | $0 | $0 | $0 |
| THOMAS M BLOCH | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | VICE CHAIRMAN & DIRECTOR | 5.00 | $0 | $0 | $0 |
| ROBERT L BLOCH | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | TREASURER & DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARY JO BROWN | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | ASSISTANT SECRETARY & DIRECTOR | 0.50 | $0 | $0 | $0 |
| BRUCE C DAVISON | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| WILLIAM A HALL | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| EDWARD T MATHENY JR | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MORTON I SOSLAND | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ELIZABETH A UHLMANN | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | SECRETARY & DIRECTOR | 0.50 | $0 | $0 | $0 |
| EVAGELINE RICH | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | ASSISTANT TREASURER | 0.50 | $0 | $0 | $0 |
| DAVID P MILES - STMT 14 | ||||||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | PRESIDENT | 34.00 | $136,881 | $15,027 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HRB MANAGEMENT INC | |||||
| 1 H R BLOCK WAY | KANSAS CITY | MO | 64105 | MANAGEMENT | $270,603 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | INVESTMENT ADVISOR | $127,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $241,594,503 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,173,597 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $256,768,100 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $256,768,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,851,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $252,916,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,645,829 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,645,829 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $217,963 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $217,963 | TotalTaxAmt |
| Distributable Before Adj | $12,427,866 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,427,866 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,427,866 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,388,614 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,388,614 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $217,963 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,170,651 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,427,866 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,059,766 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,388,614 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,059,766 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,328,848 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,099,018 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY W BLOCH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARION HENRY BLOCH FAMILY FOUNDATIO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HR BLOCK WAY | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8168544361 | RecipientPhoneNum |
| Form And Info And Materials | VISIT BLOCHFAMILYFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VISIT BLOCHFAMILYFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GENERALLY MAKES ONE-YEAR GRANTS. HOWEVER, THE FOUNDATION WILL CONSIDER MULTI-YEAR REQUESTS. GRANTS ARE MADE ONLY TO TAX EXEMPT 501(C)(3) ORGANIZATONS THAT ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS. THE FOUNDATION CONSIDERS SUPPORT FOR ORGANIZATIONS THAT ARE BASED IN AND SERVICE RESIDENTS WITHIN THE GREATER KANSAS CITY AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALUMNI ASSOCIATION OF THE UNIVERSITY OF MICHIGAN | ||||||
| 200 FLETCHER STREET | ANN ARBOR | MI | 481091007 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $1,000 |
| AVILA UNIVERSITY | ||||||
| 11901 WORNALL ROAD | KANSAS CITY | MO | 641459990 | PC | SCHOLARSHIPS FOR LOW-INCOME STUDENTS | $100,000 |
| BLUE HILLS COMMUNITY SERVICES CORPORATION | ||||||
| 5008 PROSPECT AVENUE | KANSAS CITY | MO | 64130 | PC | BLUE HILLS SERVICES CENTER/CONTRACTOR INCUBATOR | $20,000 |
| BROOKSIDE CHARTER AND DAY SCHOOL | ||||||
| 1815 E 63RD | KANSAS CITY | MO | 64130 | PC | BROOKSIDE EXPANSION PROJECT | $50,000 |
| CHILDREN'S MERCY HOSPITAL | ||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | PC | GRANT IN MEMORY OF ADELE HALL | $2,500 |
| DONNELLY COLLEGE | ||||||
| 608 N 18TH STREET | KANSAS CITY | KS | 66102 | PC | FUNDS TO SUPPORT SCHOLARSHIPS IN HONOR OF HENRY BLOCH'S RECEIVING AN HONORARY DEGREE FROM DONNELLY COLLEGE | $5,000 |
| ENDOWMENT FUND FOR THE HENRY W BLOCH SCHOOL OF MANAGEMENT AT THE GKCCF | ||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | PC | FUNDS TO ENCOURAGE BROADER DONOR PARTICIPATION INCLUDING: MATCHING GIFT OPPORTUNITIES FOR THE VILLAGE SQUARE NATIONAL CENTER, BLOCH EXECUTIVE HALL NAMING, SCHOLARSHIPS, AND SPEAKER SERIES | $2,865,000 |
| FRONT PORCH ALLIANCE | ||||||
| 3210 MICHIGAN | KANSAS CITY | MO | 64109 | PC | GRANT FOR MATCH | $2,000 |
| GUADALUPE CENTER INC | ||||||
| 1015 AVENIDA CESAR E CHAVEZ | KANSAS CITY | MO | 64108 | PC | GUADALUPE CENTERS' ALTA VISTA HIGH SCHOOL | $100,000 |
| HARRIMAN-JEWELL SERIES | ||||||
| 500 COLLEGE HILL | LIBERTY | MI | 64068 | PC | GRANT FOR MATCH | $2,000 |
| HARVESTERS - THE COMMUNITY FOOD NETWORK | ||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | PC | GRANT FOR MATCH | $3,000 |
| HISTORIC KANSAS CITY FOUNDATION | ||||||
| 234 WEST 10TH STREET | KANSAS CITY | MO | 64105 | PC | FUNDS TO SUPPORT ONGOING OPERATIONS AND ANNUAL MEMBERSHIP | $100 |
| HOPE NETWORK OF RAYTOWN | ||||||
| 10500 E 350 HWY | RAYTOWN | MO | 64138 | PC | MISSION OF HOPE CLINIC BUILDING PURCHASE | $50,000 |
| HYMAN BRAND HEBREW ACADEMY | ||||||
| 5801 WEST 115TH STREET | OVERLAND PARK | KS | 66211 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $80,000 |
| JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY | ||||||
| 5801 WEST 115TH STREET | OVERLAND PARK | KS | 662111800 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $10,000 |
| JEWISH COMMUNITY RELATIONS BUREAU-AMERICAN JEWISH COMMITTEE | ||||||
| 5801 W 115TH SUITE 203 | OVERLAND PARK | KS | 66211 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $30,000 |
| JEWISH FAMILY SERVICES | ||||||
| 5801 WEST 115TH STREET SUITE 103 | OVERLAND PARK | KS | 662111824 | PC | FUNDS TO SUPPORT ORGANIZATIONAL TRANSITION AND A NATIONAL SEARCH FOR EXECUTIVE POSITIONS | $13,000 |
| JEWISH FAMILY SERVICES | ||||||
| 5801 WEST 115TH STREET SUITE 103 | OVERLAND PARK | KS | 662111824 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $10,000 |
| JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||
| 5801 W 115TH ST | OVERLAND PARK | KS | 66211 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $250,000 |
| KANSAS CITY JEWISH MUSEUM | ||||||
| 5500 WEST 123RD STREET | OVERLAND PARK | KS | 66209 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $100 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | FUNDS TO SUPPORT FINAL COSTS FOR THE PERFORMING ARTS CENTER | $250,000 |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | PC | GRANT FOR MATCH | $10,000 |
| KEMPER MUSEUM OF CONTEMPORARY ART | ||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | PC | FUNDS TO SUPPORT ANNUAL PATRON MEMBERSHIP | $1,000 |
| MIDWEST CENTER FOR HOLOCAUST EDUCATION | ||||||
| 5801 WEST 115TH STREET SUITE 106 | OVERLAND PARK | KS | 66211 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $5,000 |
| NEW REFORM TEMPLE | ||||||
| 7100 MAIN | KANSAS CITY | MO | 64114 | PC | ANNUAL APPEAL TO MEET BUDGET DEFICIT FOR 2013 | $5,000 |
| NEW REFORM TEMPLE | ||||||
| 7100 MAIN | KANSAS CITY | MO | 64114 | PC | ANNUAL SUPPORT | $5,000 |
| NEW REFORM TEMPLE | ||||||
| 7100 MAIN | KANSAS CITY | MO | 64114 | PC | GRANT FOR MATCH | $1,250 |
| NEW REFORM TEMPLE | ||||||
| 7100 MAIN | KANSAS CITY | MO | 64114 | PC | RABBI'S DISCRETIONARY FUND- IN APPRECIATION FOR SERVICE PROVIDED IN MARION BLOCH'S HONOR | $500 |
| PEMBROKE HILL SCHOOL | ||||||
| 400 W 51ST STREET | KANSAS CITY | MO | 641123407 | PC | GRANT FOR MATCH | $2,500 |
| REDISCOVER MENTAL HEALTH & SUBSTANCE ABUSE SERVICES | ||||||
| 901 NE INDEPENDANCE | LEES SUMMIT | MO | 64086 | PC | FUNDS TO SUPPORT RENOVATIONS TO FRIENDSHIP HOUSE. | $50,000 |
| ROCKHURST UNIVERSITY | ||||||
| 1100 ROCKHURST ROAD | KANSAS CITY | MO | 64110 | PC | ROCKHURST UNIVERSITY PROSPERITY CENTER FOR FINANCIAL OPPORTUNITY | $75,000 |
| ROSE BROOKS CENTER | ||||||
| PO BOX 3230599 | KANSAS CITY | MO | 64132 | PC | KANSAS CITY BEHAVIORAL HEALTH NETWORK | $30,000 |
| SAINT LUKE'S HOSPITAL FOUNDATION | ||||||
| 4225 BALTIMORE AVENUE | KANSAS CITY | MO | 64111 | PC | GRANT IN HONOR OF STEVE LIPSTEIN TO SUPPORT PATIENT-CENTERED OUTCOMES RESEARCH | $7,000 |
| SAINT LUKE'S HOSPITAL FOUNDATION | ||||||
| 4225 BALTIMORE AVENUE | KANSAS CITY | MO | 64111 | PC | FOR THE USE AND BENEFIT OF PROGRAMS OF THE SAINT LUKE'S NEUROSCIENCES INSTITUTE CONDUCTED AT THE HOSPITAL'S MAIN CAMPUS | $1,200,000 |
| SASONE COMMITTEE AT THE JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||
| 5801 WEST 115TH STREET | OVERLAND PARK | KS | 66211 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $4,000 |
| THE NELSON GALLERY FOUNDATION | ||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | GRANT FOR MATCH | $34,375 |
| THE NELSON GALLERY FOUNDATION | ||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | FUNDS TO SUPPORT MEMBERSHIPS, SPONSORSHIPS, AND VIDEO INTERVIEWS OF HENRY BLOCH AND DAVID DOUGLAS DUNCAN | $190,000 |
| THE TEMPLE CONGREGATION B'NAI JEHUDAH | ||||||
| 12320 NALL AVE | OVERLAND PARK | KS | 66209 | PC | GRANT FOR MATCH | $1,300 |
| TOY AND MINIATURE MUSEUM | ||||||
| 5235 OAK STREET | KANSAS CITY | MO | 64112 | PC | GRANT FOR MATCH | $13,334 |
| TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION | ||||||
| 2310 HOLMES SUITE 735 | KANSAS CITY | MO | 64108 | PC | BETTER HEALTH FOR A BETTER LIFE | $250,000 |
| UMKC FOUNDATION | ||||||
| 300B ADMINISTRATIVE CENTER | KANSAS CITY | MO | 64110 | PC | MILLER NICHOLS LIBRARY RENOVATION - PHASE IV (SPECIAL COLLECTIONS) | $50,000 |
| UMKC FOUNDATION | ||||||
| 300B ADMINISTRATIVE CENTER | KANSAS CITY | MO | 64110 | PC | GRANT FOR MATCH | $95,575 |
| UMKC FOUNDATION | ||||||
| 300B ADMINISTRATIVE CENTER | KANSAS CITY | MO | 64110 | PC | IN APPRECIATION FOR THE PERFORMANCES PROVIDED BY LINDSEY MCKEE AND DALE MOREHOUSE AT MARION BLOCH'S MEMORIAL SERVICE | $1,000 |
| UMKC FOUNDATION | ||||||
| 300B ADMINISTRATIVE CENTER | KANSAS CITY | MO | 64110 | PC | FUNDS TO SUPPORT THE 28TH ANNUAL ENTREPRENEUR OF THE YEAR AWARDS | $15,000 |
| UNITED WAY OF GREATER KANSAS CITY | ||||||
| 801 WEST 47TH STREET SUITE 500 | KANSAS CITY | MO | 64112 | PC | TOCQUEVILLE SOCIETY SUPPORT 2013 | $25,000 |
| UNITED WAY OF GREATER KANSAS CITY | ||||||
| 801 WEST 47TH STREET SUITE 500 | KANSAS CITY | MO | 64112 | PC | GRANT FOR MATCH | $2,868 |
| VAAD HAKASHRUTH OF KANSAS CITY | ||||||
| 9900 ANTIOCH | OVERLAND PARK | KS | 66212 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $1,000 |
| VILLAGE SHALOM INC | ||||||
| 5500 W 123RD STREET | OVERLAND PARK | KS | 66209 | PC | FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,929,402 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE NELSON GALLERY FOUNDATION | ||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | PC | PLEDGED GRANT | $25,000 |
| SAINT LUKE'S HOSPITAL FOUNDATION | ||||||
| 4225 BALTIMORE AVENUE | KANSAS CITY | MO | 64111 | PC | PLEDGED GRANT | $10,800,000 |
| UMKC FOUNDATION | ||||||
| 300B ADMINISTRATIVE CENTER | KANSAS CITY | MO | 64110 | PC | PLEDGED GRANT | $50,000 |
| UNITED WAY OF GREATER KANSAS CITY | ||||||
| 801 WEST 47TH STREET SUITE 500 | KANSAS CITY | MO | 64112 | PC | PLEDGED GRANT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,900,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,292,060 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,118,313 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| INCOME (LOSS) FROM PASSTHROUGHS | 523000 | -$50,317 | 14 | $17,816 | $0 |
| UNREALIZED GAIN ON INVESTMENTS | $0 | 14 | $8,533,280 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$50,317 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,961,584 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,911,267 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARION HENRY BLOCH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 WENONGA TERRACE | AddressLine1 |
| City | SHAWNEE MISSION | City |
| State | KS | State |
| ZIP Code | 66205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,387,584 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | COMMERCE BONDS | NoncashPropertyDesc |
| Fair Market Value | $7,387,584 | FairMarketValueAmt |
| Received | 2013-01-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $62,206 | Amt |
| Net Investment Income | $49,765 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,441 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VIII, LINE 1, OFFICER COMPENSATION | FormAndLineReferenceDesc |
| Medium Explanation | 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. OFFICER DAVID P. MILES IS AN EMPLOYEE OF AND IS 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 OFFICER IS REPORTED IN PART VIII, LINE 1 AS IF THE FOUNDATION HAD PAID THE OFFICER 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 (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLINGTON CTF DIH | FMV | $21,036,843 | $21,036,843 |
| LOOMIS SAYLES | FMV | $12,171,459 | $12,171,459 |
| SCHWAB - DOUBLELINE TOTAL RETURN | FMV | $0 | $0 |
| SSGA - INTERMED US GOVT/CREDIT BOND | FMV | $24,470,056 | $24,470,056 |
| GRUSS GLOBAL INVESTORS | FMV | $2,245,343 | $2,245,343 |
| OCTAVIAN OFFSHORE FUND | FMV | $1,494,023 | $1,494,023 |
| FIR TREE INTL VALUE FUND | FMV | $2,625,156 | $2,625,156 |
| COVALENT CAPITAL PARTNERS | FMV | $2,565,850 | $2,565,850 |
| MASON CAPITAL LTD | FMV | $2,323,820 | $2,323,820 |
| COMMERCE BONDS | FMV | $1,885,712 | $1,885,712 |
| SCHWAB - DFA EMERGING MKTS | FMV | $10,374,720 | $10,374,720 |
| SCHWAB - VANGUARD DEVELOPED MKTS | FMV | $43,721,262 | $43,721,262 |
| SCHWAB - VANGUARD DIV APPR | FMV | $8,968,556 | $8,968,556 |
| SCHWAB - VANGUARD RUSSELL 3000 | FMV | $46,597,627 | $46,597,627 |
| SCHWAB - FIRST PACIFIC ADVISORS | FMV | $8,592,214 | $8,592,214 |
| SCHWAB - VANGUARD EMERGING MARKETS | FMV | $7,891,626 | $7,891,626 |
| SCHWAB - TEMPLETON GLOBAL | FMV | $12,833,870 | $12,833,870 |
| GARDNER RUSSO | FMV | $15,333,570 | $15,333,570 |
| DODDINGTON GLOBAL FUND | FMV | $16,343,477 | $16,343,477 |
| WINGATE PARTNERS | FMV | $91,494 | $91,494 |
| COLCHESTER | FMV | $12,584,398 | $12,584,398 |
| OAKWOOD REAL ESTATE PARTNERS | FMV | $437,565 | $437,565 |
| CID CAPITAL II | FMV | $411,771 | $411,771 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,856 | LegalFeesAmt |
| Net Investment Income | $464 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,392 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $92,819 | BOYBookValueAmt |
| EOY Book Value | $33,658 | EOYBookValueAmt |
| EOYFMV | $33,658 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $4,595 | $0 | $4,595 |
| SPECIAL EVENT EXPENSE | $11,378 | $0 | $11,378 |
| INSURANCE | $6,775 | $0 | $0 |
| MISCELLANEOUS | $5,448 | $272 | $5,176 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME (LOSS) FROM PASSTHROUGHS | -$32,501 | $17,816 | -$32,501 |
| UNREALIZED GAIN ON INVESTMENTS | $8,533,280 | $8,533,280 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO HRB MANAGEMENT, INC. | Desc |
| BOY Book Value | $59,821 | BOYBookValueAmt |
| EOY Book Value | $5,737 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR AND SERVICE FEES | $693,662 | $522,051 | $0 |
| MANAGEMENT FEES | $270,603 | $40,590 | $230,013 |
| CONSULTING FEES | $13,827 | $691 | $13,136 |
| PUBLIC RELATIONS | $170,613 | $0 | $170,613 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $250,000 | $0 | $0 |
| FOREIGN TAXES | $26,226 | $26,226 | $0 |