2024-03-26T20:45:23-05:00 2023-09-30 SARFINO AND RHOADES LLP 11921 ROCKVILLE PIKE SUITE 501 NORTH BETHESDA MD 208522794 990PF 2022-10-01 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 2024-03-26 true MARCELA BRANE 999009999 Brian Dow P00367740 3017705500 2 2022 2023-04-26 12:10:37Z X 44345229 X 0 X 9523 9523 775564 775564 13220 5333025 13220 9895 808202 798307 298781 298781 33029 33029 12030 0 0 12030 20731 9300 0 11431 339136 242640 96496 87644 87644 66897 20147 20147 11259 11259 9118 9118 778300 1318 776982 1677072 253258 0 1356917 1545000 1545000 3222072 253258 0 2901917 -2413870 545049 0 4925 4925 131330 95551 95551 41326717 43592655 43592655 580309 412774 173349 167535 167535 550765 484563 484563 42182161 44345229 44345229 0 0 372470 2105 372470 2105 X 41809691 44343124 41809691 44343124 42182161 44345229 41809691 -2413870 4947303 44343124 44343124 1067 CAPITAL DOMESTIC EQUITY FUND 93925 0 93925 93925 1067 CAPITAL PARTNERS INTERNATIONAL EQUITY 500000 487999 12001 12001 DIMENTIONAL 1833025 2222990 -389965 -389965 FORESTER 1000000 679577 320423 320423 GMO 500000 532596 -32596 -32596 ORBIS 500000 375647 124353 124353 STATE STREET 1000000 918541 81459 81459 METIS 27806 0 27806 27806 VULCAN 288505 -288505 -288505 13220 7576 7576 7576 48000 0 48000 40424 40424 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 150519 6021 0 SARAH ALEX 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 CO-PRESIDENT 40.0 148262 5930 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 DIRECTOR 0.5 0 0 0 JILL STANLEY 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 CHAIRMAN UNTIL 9/19/23 1.0 0 0 0 DONNA MCNULTY 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 MATTHEW WUERKER 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR UNTIL 9/19/23 0.5 0 0 0 CAROLINE LACEY 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 SECRETARY UNTIL 9/19/23 1.0 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 SINCE 9/19/23 1.0 0 0 0 LYNDA BONIESKIE 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 DANA PRIEST 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR UNTIL 9/19/23 0.5 0 0 0 PAUL DELANEY 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR UNTIL 9/19/23 0.5 0 0 0 LAURIE STRAYER 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 SECRETARY SINCE 9/19/23 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 SINCE 9/19/23 0.5 0 0 0 TRACY HARRIS 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 DIRECTOR SINCE 9/19/23 0.5 0 0 0 CAMBRIDGE ASSOCIATES LLC PO BOX 83232 CHICAGO IL 606910232 INVESTMENT MGR 105524 INTERNATIONAL SCHOLARSHIP 1321 MURFREESBORO DR 800 NASHVILLE TN 37217 PROCESS SCHOLARSHIPS 537265 RAZME DESIGN INC 140 CAMERON STATION BLVD ALEXANDRIA VA 22304 EVENT SERVICE 106117 43918895 1243203 652098 45814196 0 45814196 687213 45126983 2256349 2256349 7576 7576 2248773 2248773 2248773 2901917 0 0 0 0 2901917 2248773 0 2020 2019 2018 0 319206 501892 518217 438223 671969 2449507 2901917 0 2248773 653144 3102651 0 0 0 0 319206 2783445 501892 518217 438223 671969 653144 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 1545000 1545000 CARTOON SALES 9695 14 785087 18 13220 ROYALTIES 200 798307 9895 808202 false false false false false false false false false false ACCOUNTING 20731 9300 11431 VIDEO 2009-10-01 198705 198705 10.0 198705 WEBSITE 2010-10-14 35800 35800 5.0 35800 DOCUMENTARY FILM 2013-04-23 1000000 470833 20.0 50000 520833 DVD PROD-EXHIBITS 2013-04-02 221649 210567 10.0 11082 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 949 SL 20 148 COMPUTERS 2019-12-28 2614 1438 SL 5 523 CONDOMINIUM 2003-09-30 109313 5144 SL 21 5144 CONDOMINIUM - LAND 2003-09-30 66000 L 1607 CAPITAL INTL EQ 5791365 5791365 1607 DOMESTIC EQUITY 4715709 4715709 DIMENSION FUNDS FORESTER DIV 8555543 8555543 GMO CLIMATE CHANGE FUND 843721 843721 JOHCM FUND 1703707 1703707 LAZARD FUND 889203 889203 ORBIS 2719302 2719302 PIMCO INCOME INST 3132212 3132212 STATE STREET TRUST CO 5840505 5840505 VANGUARD 2306714 2306714 VULCAN VALUE PTNRS 3413578 3413578 METIS GLOBAL PARTNERS 3681096 3681096 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 520833 479167 DVD PROD-EXHIBITS 221649 221649 3 COMPUTERS & SFTW 2921 2921 GIFTS ONLINE SETU 4000 4000 CONDO-WINDOW 2950 1097 1853 WEBSITE REFRESH 19250 19250 COMPUTERS 2614 1961 653 CONDOMINIUM 109313 10288 99025 CONDOMINIUM - LAND 66000 66000 LEGAL 12030 12030 SECURITY DEPOSIT 10516 5396 5396 DOCUMENTARY FILM, NET 529167 479167 479167 DVD PRODUCTION, NET 11082 0 0 OFFICE AND ADMINISTRATIVE 15427 15427 INSURANCE 13342 13342 AWARDS AND PRIZES 44374 44374 SCHOLARSHIPS 500000 500000 WEBSITE MAINTENANCE 28349 28349 DUES AND SUBSCRIPTIONS 5242 5242 BANK FEE 1318 1318 UTILITIES 5031 5031 POSTAGE AND SHIPPING 3733 3733 TELEPHONE 6773 6773 MEALS AND ENTERTAINMENT 148787 148787 MOVING EXPENSE 5924 5924 CARTOON SALES 9695 Royalties 200 UNREALIZED GAINS ON INVESTMENTS 4947303 CREDIT CARD PAYABLE 5569 2105 CHECKS WRITTEN IN EXCESS OF CA 366901 PAYROLL FEES 6491 6491 OTHER CONSULTANTS 40863 40863 COMPUTER CONSULTANTS 10238 10238 INVESTMENT MANAGEMENT FEES 242640 242640 SCHOLARSHIP ADMIN 38904 38904 PAYROLL TAXES 21827 21827 TAXES & LICENSES 599 599 INCOME TAXES 55003 55003 REAL ESTATE TAX 10215 10215