2025-02-24T17:10:32-06:00 2024-09-30 SARFINO AND RHOADES LLP 11921 ROCKVILLE PIKE SUITE 501 NORTH BETHESDA MD 208522794 990PF 2023-10-01 260008276 The Herb Block Foundation % THE HERB BLOCK FOUNDATION HERB 2022238801 1730 RHODE ISLAND AVE NW Suite 507 WASHINGTON DC 20036 MARCELA BRANE Co-President 2022238801 2025-02-24 true true Brian Dow P00367740 3017705500 2023 2025-03-06 01:10:19Z X 51222180 X 10000 18431 18431 920502 920502 2358707 6249621 2358707 7510 3315150 3297640 297459 297459 18665 18665 8791 0 0 8791 19696 8900 0 10796 346058 272989 73069 34831 34831 55815 74914 74914 8014 8014 10182 10182 853228 1878 851350 1727653 283767 0 1388071 1762500 1762500 3490153 283767 0 3150571 -175003 3013873 4925 261751 261751 95551 1863889 1863889 43592655 48500256 48500256 580309 418588 167535 161721 161721 484563 434563 434563 44345229 51222180 51222180 2105 6090 2105 6090 X 44343124 51213624 44343124 51213624 44345229 51219714 44343124 -175003 7045503 51213624 51213624 1067 CAPITAL DOMESTIC EQUITY FUND 471840 0 471840 471840 1067 CAPITAL PARTNERS INTERNATIONAL EQUITY 500000 205310 294690 294690 FORESTER 3149621 2401469 748152 748152 ORBIS 750000 395972 354028 354028 STATE STREET 1676 0 1676 1676 METIS 119660 0 119660 119660 VANGUARD 550000 820452 -270452 -270452 VULCAN 1300000 660887 639113 639113 2358707 41893 41893 41893 40424 0 12500 52924 11031 11031 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 148730 6021 0 SARAH ALEX 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 CO-PRESIDENT 40.0 148729 6021 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 CAMBRIDGE ASSOCIATES LLC PO BOX 83232 CHICAGO IL 606910232 INVESTMENT MGR 105500 INTERNATIONAL SCHOLARSHIP 1321 MURFREESBORO DR 800 NASHVILLE TN 37217 PROCESS SCHOLARSHIPS 538383 RAZME DESIGN INC 140 CAMERON STATION BLVD ALEXANDRIA VA 22304 EVENT SERVICE 112913 BLAKE REALTY 1150 CONNECTICUT AVE NW 900 WASHINGTON DC 20036 REAL ESTATE SERVICE 67336 46821385 1110719 596284 48528388 0 48528388 727926 47800462 2390023 2390023 41893 41893 2348130 2348130 2348130 3150571 0 0 0 0 3150571 2348130 0 2021 2020 2019 0 501892 518217 438223 671969 653144 2783445 3150571 0 2348130 802441 3585886 0 0 0 0 501892 3083994 518217 438223 671969 653144 802441 Marcela Brane 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 1762500 1762500 CARTOON SALES 7510 14 938933 18 2358707 3297640 7510 3305150 false false false false false false false false false false X X 1 RICKARD JEAN J TRUST PO BOX 5426 GLEN ALLEN VA 23058 10000 X ACCOUNTING 19696 8900 10796 VIDEO 2009-10-01 198705 198705 10.0 198705 WEBSITE 2010-10-14 35800 35800 5.0 35800 DOCUMENTARY FILM 2013-04-23 1000000 520833 20.0 50000 570833 DVD PROD-EXHIBITS 2013-04-02 221649 221649 10.0 221649 WEBSITE REFRESH 2016-11-01 19250 19250 5.0 19250 CAMBRIDGE ASSOCIATES LLC INVESTMENT MANAGER INTERNATIONAL SCHOLARSHIP PROCESS SCHOLARSHIPS - ABOVE AMOUNT INCLUDES SCHOLARSHIP FUNDS RAZME DESIGN INC EVENT SERVICE 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 1097 SL 20 148 COMPUTERS 2019-12-28 2614 1961 SL 5 523 CONDOMINIUM 2003-09-30 109313 10288 SL 21 5144 CONDOMINIUM - LAND 2003-09-30 66000 L 1607 CAPITAL INTL EQ 6547364 6547364 1607 DOMESTIC EQUITY 6364683 6364683 WELLINGTON GLOBAL EQUITY FUND 1058929 1058929 FORESTER DIV 6345008 6345008 GMO CLIMATE CHANGE FUND 818791 818791 JOHCM FUND 2080877 2080877 LAZARD FUND 1068999 1068999 ORBIS 2768513 2768513 PIMCO INCOME INST 3530922 3530922 STATE STREET TRUST CO 7174848 7174848 VANGUARD 2381291 2381291 VULCAN VALUE PTNRS 3329606 3329606 METIS GLOBAL PARTNERS 5030425 5030425 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 570833 429167 DVD PROD-EXHIBITS 221649 221649 3 COMPUTERS & SFTW 2921 2921 GIFTS ONLINE SETU 4000 4000 CONDO-WINDOW 2950 1245 1705 WEBSITE REFRESH 19250 19250 COMPUTERS 2614 2484 130 CONDOMINIUM 109313 15432 93881 CONDOMINIUM - LAND 66000 66000 LEGAL 8791 8791 SECURITY DEPOSIT 5396 5396 5396 DOCUMENTARY FILM, NET 479167 429167 429167 OFFICE AND ADMINISTRATIVE 9692 9692 INSURANCE 14739 14739 AWARDS AND PRIZES 116025 116025 SCHOLARSHIPS 500000 500000 WEBSITE MAINTENANCE 27757 27757 DUES AND SUBSCRIPTIONS 4639 4639 BANK FEE 1878 1878 UTILITIES 5132 5132 POSTAGE AND SHIPPING 2473 2473 TELEPHONE 3529 3529 MEALS AND ENTERTAINMENT 167364 167364 CARTOON SALES 7510 UNREALIZED GAINS ON INVESTMENTS 7045503 CREDIT CARD PAYABLE 2105 6090 PAYROLL FEES 7155 7155 OTHER CONSULTANTS 22144 22144 COMPUTER CONSULTANTS 5387 5387 INVESTMENT MANAGEMENT FEES 272989 272989 SCHOLARSHIP ADMIN 38383 38383 PAYROLL TAXES 23893 23893 TAXES & LICENSES 35 35 REAL ESTATE TAX 10903 10903