2014-11-14T14:18:58-06:00 2013-12-31 420714325 MCGLADREY LLP 221 THIRD AVENUE SE STE 300 CEDAR RAPIDS IA 524011512 990PF 2013-01-01 454047901 MARION AND HENRY BLOCH FAMILY FOUNDATION MARI 8168544361 1 H R BLOCK WAY KANSAS CITY MO 64105 DAVID P MILES PRESIDENT 8168544361 2014-10-30 1 KAY HEGARTY P00091057 3192985333 2013 2015-12-30 17:16:21Z X 267237935 X 7387584 115 115 8292060 7473376 14118313 161855076 13504497 8500779 1459541 38298851 22437529 0 0 0 1856 464 1392 62206 49765 12441 1148705 563332 413762 276226 26226 0 11631 1163 10468 28196 272 21149 1528820 641222 459212 5929402 5929402 7458222 641222 6388614 30840629 21796307 246635 391831 391831 4426087 11812034 11812034 231685849 255000412 255000412 92819 33658 33658 236451390 267237935 267237935 59821 5737 59821 5737 X 236391569 267232198 236391569 267232198 236451390 267237935 236391569 30840629 0 267232198 0 267232198 PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH P 942558 -942558 -942558 PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH P 848801 848801 848801 WELLINGTON CTF DIH P 0 0 PASSTHROUGH FROM SCH K-1 LOOMIS SAYLES P 44101 -44101 -44101 PASSTHROUGH FROM SCH K-1 LOOMIS SAYLES P 68058 -68058 -68058 LOOMIS SAYLES P 322721 322721 0 0 PASSTHROUGH FROM SCH K-1 SSGA US GOVT CREDIT BOND INDEX P 24247 -24247 -24247 PASSTHROUGH FROM SCH K-1 SSGA US GOVT CREDIT BOND INDEX P 211971 211971 211971 SSGA US GOVT CREDIT BOND INDEX P 0 0 PASSTHROUGH FROM SCH K-1 COLCHESTER COMBINED GLOBAL P 1114 -1114 -1114 PASSTHROUGH FROM SCH K-1 COLCHESTER COMBINED GLOBAL P 213 -213 -213 COLCHESTER COMBINED GLOBAL P 0 0 CID CAPITAL FUND P 15 15 0 0 PASSTHROUGH FROM SCH K-1 DODDINGTON GLOBAL FUND P 30040 30040 30040 PASSTHROUGH FROM SCH K-1 DODDINGTON GLOBAL FUND P 268069 268069 268069 DODDINGTON GLOBAL FUND P 704765 704765 0 0 COMMERCE BONDS D 127498324 117075871 10422453 10422453 OCTAVIAN P 406583 433262 -26679 -26679 GARDNER RUSSO P 44345 10955 33390 33390 SCHWAB - DOUBLELINE P 5097350 5030568 66782 66782 SCHWAB - VANGUARD DEV MKTS P 8345610 7385947 959663 959663 SCHWAB - VANGUARD RUSSELL 3000 P 4395334 3617676 777658 777658 SCHWAB - DFA EMERGING MKT P 6387061 6620910 -233849 -233849 SCHWAB - LONGLEAF P 7000000 6067598 932402 932402 SCHWAB - FPA CRESCENT P 294087 294087 294087 13504497 0 3093192 118196488 0.026170 10000 487575 0.020510 0.046680 0.023340 252916578 5903073 217963 6121036 6388614 X 217963 0 217963 0 217963 313999 313999 96036 96036 0 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 BLOCHFAMILYFOUNDATION.ORG DAVID MILES 8168544372 1 H R BLOCK WAY KANSAS CITY MO 64105 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 136881 15027 0 NONE 0 HRB MANAGEMENT INC 1 H R BLOCK WAY KANSAS CITY MO 64105 MANAGEMENT 270603 CAMBRIDGE ASSOCIATES LLC 100 SUMMER STREET BOSTON MA 02110 INVESTMENT ADVISOR 127878 0 0 241594503 15173597 0 256768100 0 0 256768100 3851522 252916578 12645829 12645829 217963 217963 12427866 0 12427866 0 12427866 6388614 0 6388614 217963 6170651 12427866 2059766 0 0 6388614 2059766 0 0 4328848 0 0 0 0 0 0 0 0 8099018 0 0 0 HENRY W BLOCH MARION HENRY BLOCH FAMILY FOUNDATIO ONE HR BLOCK WAY KANSAS CITY MO 64105 8168544361 VISIT BLOCHFAMILYFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES. VISIT BLOCHFAMILYFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES. 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. ALUMNI ASSOCIATION OF THE UNIVERSITY OF MICHIGAN 200 FLETCHER STREET ANN ARBOR MI 481091007 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 1000 AVILA UNIVERSITY 11901 WORNALL ROAD KANSAS CITY MO 641459990 PC SCHOLARSHIPS FOR LOW-INCOME STUDENTS 100000 BLUE HILLS COMMUNITY SERVICES CORPORATION 5008 PROSPECT AVENUE KANSAS CITY MO 64130 PC BLUE HILLS SERVICES CENTER/CONTRACTOR INCUBATOR 20000 BROOKSIDE CHARTER AND DAY SCHOOL 1815 E 63RD KANSAS CITY MO 64130 PC BROOKSIDE EXPANSION PROJECT 50000 CHILDREN'S MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 PC GRANT IN MEMORY OF ADELE HALL 2500 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 5000 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 2865000 FRONT PORCH ALLIANCE 3210 MICHIGAN KANSAS CITY MO 64109 PC GRANT FOR MATCH 2000 GUADALUPE CENTER INC 1015 AVENIDA CESAR E CHAVEZ KANSAS CITY MO 64108 PC GUADALUPE CENTERS' ALTA VISTA HIGH SCHOOL 100000 HARRIMAN-JEWELL SERIES 500 COLLEGE HILL LIBERTY MI 64068 PC GRANT FOR MATCH 2000 HARVESTERS - THE COMMUNITY FOOD NETWORK 3801 TOPPING AVENUE KANSAS CITY MO 64129 PC GRANT FOR MATCH 3000 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 50000 HYMAN BRAND HEBREW ACADEMY 5801 WEST 115TH STREET OVERLAND PARK KS 66211 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 80000 JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY 5801 WEST 115TH STREET OVERLAND PARK KS 662111800 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 10000 JEWISH COMMUNITY RELATIONS BUREAU-AMERICAN JEWISH COMMITTEE 5801 W 115TH SUITE 203 OVERLAND PARK KS 66211 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 30000 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 13000 JEWISH FAMILY SERVICES 5801 WEST 115TH STREET SUITE 103 OVERLAND PARK KS 662111824 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 10000 JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH ST OVERLAND PARK KS 66211 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 250000 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 250000 KAUFFMAN CENTER FOR THE PERFORMING ARTS 1601 BROADWAY KANSAS CITY MO 64108 PC GRANT FOR MATCH 10000 KEMPER MUSEUM OF CONTEMPORARY ART 4420 WARWICK BLVD KANSAS CITY MO 64111 PC FUNDS TO SUPPORT ANNUAL PATRON MEMBERSHIP 1000 MIDWEST CENTER FOR HOLOCAUST EDUCATION 5801 WEST 115TH STREET SUITE 106 OVERLAND PARK KS 66211 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 5000 NEW REFORM TEMPLE 7100 MAIN KANSAS CITY MO 64114 PC ANNUAL APPEAL TO MEET BUDGET DEFICIT FOR 2013 5000 NEW REFORM TEMPLE 7100 MAIN KANSAS CITY MO 64114 PC ANNUAL SUPPORT 5000 NEW REFORM TEMPLE 7100 MAIN KANSAS CITY MO 64114 PC GRANT FOR MATCH 1250 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 2500 REDISCOVER MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 901 NE INDEPENDANCE LEES SUMMIT MO 64086 PC FUNDS TO SUPPORT RENOVATIONS TO FRIENDSHIP HOUSE. 50000 ROCKHURST UNIVERSITY 1100 ROCKHURST ROAD KANSAS CITY MO 64110 PC ROCKHURST UNIVERSITY PROSPERITY CENTER FOR FINANCIAL OPPORTUNITY 75000 ROSE BROOKS CENTER PO BOX 3230599 KANSAS CITY MO 64132 PC KANSAS CITY BEHAVIORAL HEALTH NETWORK 30000 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 7000 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 1200000 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 4000 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 PC GRANT FOR MATCH 34375 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 190000 THE TEMPLE CONGREGATION B'NAI JEHUDAH 12320 NALL AVE OVERLAND PARK KS 66209 PC GRANT FOR MATCH 1300 TOY AND MINIATURE MUSEUM 5235 OAK STREET KANSAS CITY MO 64112 PC GRANT FOR MATCH 13334 TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION 2310 HOLMES SUITE 735 KANSAS CITY MO 64108 PC BETTER HEALTH FOR A BETTER LIFE 250000 UMKC FOUNDATION 300B ADMINISTRATIVE CENTER KANSAS CITY MO 64110 PC MILLER NICHOLS LIBRARY RENOVATION - PHASE IV (SPECIAL COLLECTIONS) 50000 UMKC FOUNDATION 300B ADMINISTRATIVE CENTER KANSAS CITY MO 64110 PC GRANT FOR MATCH 95575 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 1000 UMKC FOUNDATION 300B ADMINISTRATIVE CENTER KANSAS CITY MO 64110 PC FUNDS TO SUPPORT THE 28TH ANNUAL ENTREPRENEUR OF THE YEAR AWARDS 15000 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC TOCQUEVILLE SOCIETY SUPPORT 2013 25000 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC GRANT FOR MATCH 2868 VAAD HAKASHRUTH OF KANSAS CITY 9900 ANTIOCH OVERLAND PARK KS 66212 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 1000 VILLAGE SHALOM INC 5500 W 123RD STREET OVERLAND PARK KS 66209 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 10000 5929402 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 PC PLEDGED GRANT 25000 SAINT LUKE'S HOSPITAL FOUNDATION 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 PC PLEDGED GRANT 10800000 UMKC FOUNDATION 300B ADMINISTRATIVE CENTER KANSAS CITY MO 64110 PC PLEDGED GRANT 50000 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC PLEDGED GRANT 25000 10900000 14 115 14 8292060 18 14118313 INCOME (LOSS) FROM PASSTHROUGHS 523000 -50317 14 17816 0 UNREALIZED GAIN ON INVESTMENTS 0 14 8533280 0 -50317 30961584 0 30911267 0 0 0 0 0 0 0 0 0 0 X X 1 MARION HENRY BLOCH 6400 WENONGA TERRACE SHAWNEE MISSION KS 66205 7387584 X 1 COMMERCE BONDS 7387584 2013-01-15 ACCOUNTING AND AUDIT FEES 62206 49765 12441 FORM 990-PF, PART VIII, LINE 1, OFFICER COMPENSATION THE FOUNDATION HAS NO EMPLOYEES. ALL MANAGEMENT SERVICES ARE PROVIDED THROUGH HRB MANAGEMENT, INC. WHO IS PAID A MANAGEMENT FEE AS DISCLOSED IN PART VIII, LINE 3. 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. WELLINGTON CTF DIH FMV 21036843 21036843 LOOMIS SAYLES FMV 12171459 12171459 SCHWAB - DOUBLELINE TOTAL RETURN FMV 0 0 SSGA - INTERMED US GOVT/CREDIT BOND FMV 24470056 24470056 GRUSS GLOBAL INVESTORS FMV 2245343 2245343 OCTAVIAN OFFSHORE FUND FMV 1494023 1494023 FIR TREE INTL VALUE FUND FMV 2625156 2625156 COVALENT CAPITAL PARTNERS FMV 2565850 2565850 MASON CAPITAL LTD FMV 2323820 2323820 COMMERCE BONDS FMV 1885712 1885712 SCHWAB - DFA EMERGING MKTS FMV 10374720 10374720 SCHWAB - VANGUARD DEVELOPED MKTS FMV 43721262 43721262 SCHWAB - VANGUARD DIV APPR FMV 8968556 8968556 SCHWAB - VANGUARD RUSSELL 3000 FMV 46597627 46597627 SCHWAB - FIRST PACIFIC ADVISORS FMV 8592214 8592214 SCHWAB - VANGUARD EMERGING MARKETS FMV 7891626 7891626 SCHWAB - TEMPLETON GLOBAL FMV 12833870 12833870 GARDNER RUSSO FMV 15333570 15333570 DODDINGTON GLOBAL FUND FMV 16343477 16343477 WINGATE PARTNERS FMV 91494 91494 COLCHESTER FMV 12584398 12584398 OAKWOOD REAL ESTATE PARTNERS FMV 437565 437565 CID CAPITAL II FMV 411771 411771 LEGAL FEES 1856 464 1392 INTEREST RECEIVABLE 92819 33658 33658 INFORMATION TECHNOLOGY 4595 0 4595 SPECIAL EVENT EXPENSE 11378 0 11378 INSURANCE 6775 0 0 MISCELLANEOUS 5448 272 5176 INCOME (LOSS) FROM PASSTHROUGHS -32501 17816 -32501 UNREALIZED GAIN ON INVESTMENTS 8533280 8533280 DUE TO HRB MANAGEMENT, INC. 59821 5737 INVESTMENT ADVISOR AND SERVICE FEES 693662 522051 0 MANAGEMENT FEES 270603 40590 230013 CONSULTING FEES 13827 691 13136 PUBLIC RELATIONS 170613 0 170613 EXCISE TAXES 250000 0 0 FOREIGN TAXES 26226 26226 0