2026-02-14T09:57:01-06:00 2025-09-30 SARFINO AND RHOADES LLP 11921 ROCKVILLE PIKE SUITE 501 NORTH BETHESDA MD 208522794 990PF 2024-10-01 260008276 The Herb Block Foundation % THE HERB BLOCK FOUNDATION HERB 2022238801 1730 RHODE ISLAND AVE NW Suite 507 WASHINGTON DC 20036 SARAH ALEX PRESIDENT 2022238801 2026-02-11 true true Brian Dow P00367740 3017705500 2024 2025-03-06 01:10:19Z X 55326127 X 0 X 26332 26332 981667 981667 4430731 13801529 4430731 9392 5448122 5438730 341112 341112 14406 14406 6865 0 0 6865 64791 29200 0 35591 319815 242622 77193 87180 87180 55723 77350 77350 16003 16003 9292 9292 300561 2378 298183 1293098 274200 0 963175 1389000 1389000 2682098 274200 0 2352175 2766024 5164530 0 261751 644078 644078 1863889 2319683 2319683 48500256 51818799 51818799 580397 421393 161721 159004 159004 434563 384563 384563 51222180 55326127 55326127 6090 4136 6090 4136 X 51213624 55321991 51213624 55321991 51219714 55326127 51213624 2766024 1342343 55321991 55321991 1067 CAPITAL DOMESTIC EQUITY FUND 2900000 2068799 831201 831201 1067 CAPITAL PARTNERS INTERNATIONAL EQUITY 750000 277403 472597 472597 FORESTER 3629780 2087476 1542304 1542304 GMO 829653 1149259 -319606 -319606 JOHCM 950000 672995 277005 277005 PIMCO 500000 541412 -41412 -41412 METIS 500000 81963 418037 418037 VANGUARD 500000 704543 -204543 -204543 VULCAN 3242096 1786948 1455148 1455148 4430731 71787 71787 71787 33155 0 33155 647 39279 false false false false false false false true true false false false false false true HERBBLOCKFOUNDATION.ORG THE HERB BLOCK FOUNDATION 2022238801 1730 RHODE ISLAND AVENUE NW SUITE WASHINGTON DC 20036 false false false false true false false false false false false false false false false true false false false false false false ROBIN MESZOLY 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 TREASURER 1.0 0 0 0 MARCELA BRANE 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 CO-PRESIDENT 40.0 170556 6783 0 SARAH ALEX 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 CO-PRESIDENT 40.0 170556 6783 0 ATHELIA KNIGHT 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 JANE ASHER 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 BOARD MEMBER EMRITUS 0 0 0 0 DONNA MCNULTY 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 CLARENCE PAGE 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 LAURA HUTCHISON 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 CHAIRMAN 1.0 0 0 0 LYNDA BONIESKIE 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 LAURIE STRAYER 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 SECRETARY 1.0 0 0 0 ROB ROGERS 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 RUTH MARCUS 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 LALO ALCAREZ 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 TRACY HARRIS 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 MATT WUERKER 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 CAROLINE LACEY 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 JILL STANLEY 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 RAZME DESIGN INC 140 CAMERON STATION BLVD ALEXANDRIA VA 22304 EVENT SERVICE 124970 CAMBRIDGE ASSOCIATES LLC 950 N GLEBE RD SUITE 200 ARLINGTON VA 22203 INVESTMENT MGR 107083 49984798 1050273 543567 51578638 0 51578638 773680 50804958 2540248 2540248 71787 71787 2468461 2468461 2468461 2352175 0 0 0 0 2352175 2468461 0 2022 2021 2020 0 518217 438223 671969 653144 802441 3083994 2352175 0 2352175 0 116286 116286 2967708 0 0 0 0 401931 2565777 438223 671969 653144 802441 Sarah Alex 1730 Rhode Island Ave NW STE 507 Washington DC 20036 2022238801 Letter of Inquiry - Includes statement of issues to be addressed, summary of activities for which requesting support, population targeted, planned start date and duration, funding needed, copy of IRS 501(c)(3) letter, organization's budget and audited financials Full Proposal - Uses the Washington Regional Association of Grantmakers Common Grant Application Various depending on the program N/A See Statement See Statement See Statement DC 20036 None General Support 1389000 1389000 CARTOON SALES 4463 ROYALTIES 20 MISCELLANEOUS 4909 14 1007999 18 4430731 5438730 9392 5448122 false false false false false false false false false false ACCOUNTING 64791 29200 35591 VIDEO 2009-10-01 198705 198705 10.0 198705 WEBSITE 2010-10-14 35800 35800 5.0 35800 DOCUMENTARY FILM 2013-04-23 1000000 570833 20.0 50000 620833 DVD PROD-EXHIBITS 2013-04-02 221649 221649 10.0 221649 WEBSITE REFRESH 2016-11-01 19250 19250 5.0 19250 RAZME DESIGN INC EVENT SERVICE CAMBRIDGE ASSOCIATES LLC INVESTMENT MANAGER FURNITURE & FIXTS 2002-01-04 6387 6387 SL 7 CONDOMINIUM 2003-09-30 154687 154687 SL 40 FURNITURE & FIXTS 2003-10-01 38992 38992 SL 7 CONDO-TRANE RTU 2007-03-12 9602 9602 SL 10 TRAV EXHIBIT SET 1 2009-10-01 46638 46638 SL 3 TRAV EXHIBIT 2-4 2010-08-01 76708 76708 SL 3 TRAV EXHIBIT SET 5 2011-02-15 58495 58495 SL 3 TV & BLU RAY 2013-01-16 1001 1001 SL 7 3 COMPUTERS & SFTW 2014-04-15 2921 2921 SL 5 GIFTS ONLINE SETU 2014-04-01 4000 4000 SL 7 CONDO-WINDOW 2016-04-19 2950 1245 SL 20 148 COMPUTERS 2019-12-28 2614 2484 SL 5 130 CONDOMINIUM 2003-09-30 109313 15432 SL 21 5144 CONDOMINIUM - LAND 2003-09-30 66000 L 3 COMPUTERS 2025-04-03 3009 SL 5 301 1607 CAPITAL INTL EQ 6583616 6583616 1607 DOMESTIC EQUITY 4528553 4528553 WELLINGTON GLOBAL EQUITY FUND 3770773 3770773 FORESTER DIV 3364820 3364820 GMO CLIMATE CHANGE FUND 0 0 JOHCM FUND 1338044 1338044 LAZARD FUND 1236105 1236105 ORBIS 3774231 3774231 PIMCO INCOME INST 3261026 3261026 STATE STREET TRUST CO 10900199 10900199 VANGUARD 1948007 1948007 VULCAN VALUE PTNRS 0 0 METIS GLOBAL PARTNERS 6878668 6878668 PALMER SQUARE MULTI ASSET 1625738 1625738 WELLINGTON - USREE 2609019 2609019 FURNITURE & FIXTS 6387 6387 CONDOMINIUM 154687 154687 FURNITURE & FIXTS 38992 38992 CONDO-TRANE RTU 9602 9602 TRAV EXHIBIT SET 1 46638 46638 TRAV EXHIBIT 2-4 76708 76708 VIDEO 198705 198705 WEBSITE 35800 35800 TRAV EXHIBIT SET 5 58495 58495 TV & BLU RAY 1001 1001 DOCUMENTARY FILM 1000000 620833 379167 DVD PROD-EXHIBITS 221649 221649 3 COMPUTERS & SFTW 2921 2921 GIFTS ONLINE SETU 4000 4000 CONDO-WINDOW 2950 1393 1557 WEBSITE REFRESH 19250 19250 COMPUTERS 2614 2614 CONDOMINIUM 109313 20576 88737 CONDOMINIUM - LAND 66000 66000 3 COMPUTERS 3009 301 2708 LEGAL 6865 6865 SECURITY DEPOSIT 5396 5396 5396 DOCUMENTARY FILM, NET 429167 379167 379167 OFFICE AND ADMINISTRATIVE 6447 6447 INSURANCE 15183 15183 AWARDS AND PRIZES 41946 41946 WEBSITE MAINTENANCE 45201 45201 DUES AND SUBSCRIPTIONS 6508 6508 BANK FEE 2378 2378 POSTAGE AND SHIPPING 1806 1806 TELEPHONE 4152 4152 MEALS AND ENTERTAINMENT 176506 176506 MARKETING 434 434 ROYALTIES 20 CARTOON SALES 4463 MISCELLANEOUS 4909 UNREALIZED GAINS ON INVESTMENTS 1342343 CREDIT CARD PAYABLE 6090 4136 PAYROLL FEES 7633 7633 OTHER CONSULTANTS 22851 22851 COMPUTER CONSULTANTS 4736 4736 INVESTMENT MANAGEMENT FEES 242622 242622 SCHOLARSHIP ADMIN 41973 41973 PAYROLL TAXES 29123 29123 TAXES & LICENSES 888 888 REAL ESTATE TAX 11700 11700 INCOME TAXES 45469 45469