2023-11-14T16:24:26-06:00 2022-12-31 FORVIS LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990PF 2022-01-01 237378232 The H & R Block Foundation % DAVID MILES H&RB 8168544361 4801 MAIN STREET STE 400 Kansas City MO 64112 DAVID P MILES President 8168544361 2023-11-15 true DAVID P MILES 000000000 Michael J Engle P00482834 8162216300 2023-11-15 3 2022 2023-04-26 12:10:37Z X 62980951 X 0 X 37959 94812 576793 869484 2142577 6835968 682262 215837 2757329 1862395 80928 12948 67980 232232 37157 192011 36233 5797 30436 8581 4291 0 2574 43381 2491 0 13014 630255 600097 54 247331 69859 15409 12354 48585 2429 46156 936 47 889 53037 2902 48399 1393853 738018 0 416922 2926628 2926636 4320481 738018 0 3343558 -1563152 1124377 4982448 3367062 3367062 69294599 59503301 59503301 128611 18023 122942 110588 110588 74399989 62980951 62980951 37131 40778 37131 40778 X 74362858 62940173 74362858 62940173 74399989 62980951 74362858 -1563152 72799706 9859533 62940173 PUBLICLY TRADED SECURITIES (SHORT TERM) P 1747566 1630027 117539 117539 PUBLICLY TRADED SECURITIES (LONG TERM) P 5026431 4023912 1002519 1002519 PUBLICLY TRADED SECURITIES (CAPITAL GAIN) P 61971 0 61971 61971 GAINS FROM PASSTHROUGH ACTIVITIES P 160659 -160659 -160659 PARAMETRIC FUTURES P 339108 -339108 -339108 682262 15629 15629 15629 125021 0 125021 X 0 109392 109392 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 STREET 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 THOMAS M BLOCH 4801 MAIN STREET STE 400 Kansas City MO 64112 CHAIRMAN & DIRECTOR 3.0 0 0 0 BRUCE C DAVISON 4801 MAIN STREET STE 400 Kansas City MO 64112 VICE CHAIRMAN & DIRECTOR 0.75 0 0 0 THOMAS A GERKE 4801 MAIN STREET STE 400 Kansas City MO 64112 FORMER SECRETARY & DIRECTOR 0.5 0 0 0 WILLIAM A HALL 4801 MAIN STREET STE 400 Kansas City MO 64112 TREASURER & DIRECTOR 0.75 0 0 0 DEBBIE SOSLAND-EDELMAN 4801 MAIN STREET STE 400 Kansas City MO 64112 ASSISTANT TREASURER 0.75 0 0 0 DAVID P MILES 4801 MAIN STREET STE 400 Kansas City MO 64112 PRESIDENT 9.0 80928 6845 0 LEO E MORTON 4801 MAIN STREET STE 400 Kansas City MO 64112 DIRECTOR 0.5 0 0 0 JOHN R PHILLIPS 4801 MAIN STREET STE 400 Kansas City MO 64112 DIRECTOR 0.5 0 0 0 HEATHER R WATTS 4801 MAIN STREET STE 400 Kansas City MO 64112 SECRETARY & DIRECTOR 0.5 0 0 0 TIFFANY SCALZITTI MONROE 4801 MAIN STREET STE 400 Kansas City MO 64112 director 0.5 0 0 0 KRIS WILCOXSON 4801 MAIN STREET STE 400 KANSAS CITY MO 64112 ACCOUNTANT 11.0 51584 4759 0 VALERIE SALAZAR 4801 MAIN STREET STE 400 KANSAS CITY MO 64112 GRANTMAKING PRINCIPA 16.0 47680 7336 0 Cambridge Associates LLC PO Box 412015 BOSTON MA 022412015 Investment Consultin 132723 N/A 42921351 4438968 21808450 69168769 0 69168769 1037532 68131237 3406562 3406562 15629 13994 29623 3376939 3376939 3376939 3343558 0 0 0 0 3343558 3376939 8422 2020 2019 2018 0 0 0 0 0 0 0 3343558 8422 3335136 0 0 0 0 0 0 41803 0 0 0 0 0 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 2926628 CONTRIBUTIONS FROM PASS THROUGH ACTIVITY 4801 MAIN STREET Kansas City MO 64112 NONE PC GENERAL SUPPORT 8 2926636 14 37959 14 576793 18 2142577 2757329 2757329 false false false false false false false false false false ACCOUNTING AND AUDIT FEES 43381 2491 13014 LEGAL FEES 8581 4291 2574 UNREALIZED LOSSES 9859533 INFORMATION TECHNOLOGY 13500 530 12970 SPECIAL EVENT EXPENSES 3963 3765 INSURANCE-GENERAL 18481 924 16633 PROFESSIONAL DEVELOPMENT 1039 166 873 OFFICE SUPPLIES 270 14 243 MISCELLANEOUS 2941 538 2268 INSURANCE - CONTENTS 2388 119 2269 COMMUNICATIONS 4660 4194 PROCESSING FEES 2918 467 2451 REPAIRS 301 15 286 UTILITIES 1581 79 1502 MISCELLANEOUS OCCUPANCY 995 50 945 Income (Loss) from passthrough activity 215837 DUE TO MHBFF 37131 40778 INVESTMENT ADV. & SERVICE FEES 629711 600097 CONSULTING FEES 544 54 FOREIGN TAXES FROM PASSTHROUGH 62858 STATE TAXES 9330 FOREIGN TAXES 6657 4066 FEDERAL EXCISE TAXES 213000 PAYROLL TAXES 18344 2935 15409