2024-11-15T12:49:19+00:00 2023-12-31 440160260 Forvis Mazars LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990PF 2023-01-01 237378232 The H & R Block Foundation H&RB 8168544361 4801 Main Street Suite 400 Kansas City MO 64112 David P Miles President 8168544361 2024-11-15 true true Michael Engle P00482834 8162216300 2024-11-15 2023 2024-10-15 13:58:12Z X 66354706 X X 24134 171116 915668 1278110 1852157 6106933 2147738 0 0 0 0 387474 0 2791959 3984438 0 91338 16075 75263 202755 35677 168761 33589 5912 27677 1154 115 0 692 47820 4310 0 14346 671379 669056 0 1394 53571 45815 0 14407 12354 0 0 44784 2239 42545 1011 51 910 52304 2226 0 49076 1212059 781476 0 395071 2978925 2978944 4190984 781476 0 3374015 -1399025 3202962 0 3367062 3992278 3992278 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 59503301 61930998 61930998 128611 30377 110588 98234 98234 0 333196 333196 62980951 66354706 66354706 0 0 0 0 40778 38726 40778 38726 X 62940173 66315980 62940173 66315980 62980951 66354706 62940173 -1399025 4774832 66315980 0 66315980 PUBLICLY TRADED SECURITIES (SHORT TERM) P 2023-01-01 2023-12-31 373273 365926 7347 0 7347 PUBLICLY TRADED SECURITIES (LONG TERM) P 2022-01-01 2023-12-31 3463480 3888851 -425371 0 -425371 PUBLICLY TRADED SECURITIES (CAPITAL GAIN) P 35556 35556 0 35556 GAINS FROM PASSTHROUGH ACTIVITIES P 2023-01-01 2023-12-31 295581 295581 0 295581 PARAMETRIC FUTURES P 52314 52314 0 52314 OTHER OUTSIDE SALE OF UNITS P 2022-01-01 2023-12-31 2182311 2182311 0 2182311 2147738 0 44521 44521 44521 109392 109392 X 0 64871 64871 0 false false false 0 0 0 false false true true false true true MO true false false false true true HRBLOCKFOUNDATION.ORG David Miles 8168544361 4801 Main St Suite 400 Kansas City MO 64112 false false false false true false false false false false false false false false false false false false false false false false DAVID P MILES 4801 Main Street Kansas City MO 64112 PRESIDENT 10.000 91338 7973 0 THOMAS M BLOCH 4801 Main Street Kansas City MO 64112 Chairman & Director 3.000 0 0 0 BRUCE C DAVISON 4801 Main Street Kansas City MO 64112 VICE CHAIRMAN & DIRECTOR 0.750 0 0 0 WILLIAM A HALL 4801 Main Street Kansas City MO 64112 TREASURER & DIRECTOR 0.750 0 0 0 HEATHER R WATTS 4801 Main Street Kansas City MO 64112 SECRETARY & DIRECTOR 0.500 0 0 0 LEO E MORTON 4801 Main Street Kansas City MO 64112 Director 0.500 0 0 0 JOHN R PHILLIPS 4801 Main Street Kansas City MO 64112 DIRECTOR 0.500 0 0 0 TIFFANY SCALZITTI MONROE 4801 Main Street Kansas City MO 64112 DIRECTOR 0.500 0 0 0 DEBBIE SOSLAND-EDELMAN 4801 Main Street Kansas City MO 64112 ASSISTANT TREASURER 0.750 0 0 0 Cambridge Associates PO Box 412015 Boston MA 022412015 INVESTMENT CONSULTING 110220 None 0 None 0 0 40623382 3397348 20779706 64800436 0 64800436 972007 63828429 3191421 3191421 44521 44521 3146900 3146900 3146900 3374015 0 0 3374015 3146900 41803 0 0 3374015 41803 0 0 3146900 185312 0 185312 0 0 0 0 0 0 185312 0 0 0 0 185312 NOT APPLICABLE NOT APPLICABLE H R BLOCK FOUNDATION 4801 MAIN STREET STE 400 KANSAS CITY MO 64112 8168544361 VISIT HRBLOCKFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES. VISIT HRBLOCKFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES. THE FOUNDATION PREFERS TO SUPPORT PROJECTS AND PROGRAMS THAT STRIVE FOR EXCELLENCE, IMPROVE SERVICE FOR CLIENTS AND STRENGTHEN THE ORGANIZATION. A MAJOR EMPHASIS IS PLACED ON SUPPORT OF ACTIVITIES THAT SERVE UNDERSERVED, LOW-INCOME PERSONS LIVING IN JACKSON, CLAY, AND PLATTE COUNTIES IN MISSOURI, AND WYANDOTTE AND JOHNSON COUNTIES IN KANSAS. SEE ATTACHED STATEMENT 4801 MAIN STREET STE 400 KANSAS CITY MO 64112 NONE PC SEE ATTACHED STATEMENT 2978925 CONTRIBUTIONS FROM PASS THROUGH ACTIVITY 4801 MAIN STREET STE 400 KANSAS CITY MO 64112 NONE PC GENERAL SUPPORT 19 2978944 0 14 24134 14 915668 18 1852157 0 2791959 0 2791959 false false false false false false false false false false ACCOUNTING AND AUDIT FEES 47820 4310 14346 Property & equipment 128611 18023 Straight Line 12354 SEE PART IV 2023-01 P 2023-12 6106933 4254776 0 1852157 0 PART XVI-A FORM 990-PF THE FOUNDATION FILES A FEDERAL FORM 990-T TO REPORT NET INCOME OR LOSS FROM UNRELATED BUSINESS INCOME RESULTING FROM INVESTMENTS IN VARIOUS PARTNERSHIPS. THE FOUNDATION ACCOUNTS FOR INVESTMENTS IN PARTNERSHIPS ON A GAAP BASIS, AND THEREFORE DOES NOT RECORD UNRELATED BUSINESS INCOME OR LOSS REPORTED ON TAX SCHEDULE K-1 IN ITS BOOKS AND RECORDS. AS A RESULT, NO UNRELATED BUSINESS INCOME OR LOSS IS REPORTED ON FORM 990-PF PART I, COLUMN A, REVENUE AND EXPENSES PER BOOKS OR ON PART XVI-A, ANALYSIS OF INCOME-PRODUCING ACTIVITIES, COLUMNS (A) AND (B), UNRELATED BUSINESS INCOME. OTHER INVESTMENT VALUES (SEE ATTACHED) FMV 61930998 61930998 Property & equipment 128611 30377 98234 98234 LEGAL FEES 1154 115 692 DUE FROM FUND MANAGER 0 333196 333196 INFORMATION TECHNOLOGY 13243 475 12768 SPECIAL EVENT EXPENSES 1224 979 INSURANCE-GENERAL 12749 637 11474 INSURANCE - CONTENTS 1381 69 1312 PROFESSIONAL DEVELOPMENT 977 172 805 OFFICE SUPPLIES 360 18 324 COMMUNICATIONS 275 248 PROCESSING FEES 2791 491 2300 REPAIRS 668 33 635 UTILITIES 1657 83 1574 MISCELLANEOUS 740 222 444 MISCELLANEOUS OCCUPANCY 519 26 493 MISCELLANEOUS - GRANTS SUPPORT 15720 15720 INCOME (LOSS) FROM PASSTHROUGH ACTIVITY 387474 UNREALIZED GAINS 4774832 DUE TO MHBFF 40778 38726 INVESTMENT ADVISOR & SERVICE FEES 669056 669056 CONSULTING FEES 2323 1394 STATE TAXES 7811 FOREIGN TAXES 3276 42738 FEDERAL EXCISE TAXES 25000 PAYROLL TAXES 17484 3077 14407