2022-04-11T18:05:08-05:00 2021-09-30 SARFINO AND RHOADES LLP 11921 ROCKVILLE PIKE SUITE 501 NORTH BETHESDA MD 208522794 990PF 2020-10-01 260008276 The Herb Block Foundation % THE HERB BLOCK FOUNDATION HERB 2022238801 1730 M STREET NW Suite 1020 WASHINGTON DC 20036 MARCELA BRANE PRESIDENT 2022238801 2022-04-04 true MARCELA BRANE 999009999 BRIAN W DOW CPA P00367740 3017705500 2020 2022-09-23 18:48:47Z X 56105240 X 0 X 312 312 566678 566678 2427232 8124432 2427232 9100 3003322 2994222 348956 348956 40853 40853 1355 0 0 1355 16320 7500 0 8820 273542 203601 69941 72211 72211 85224 93600 93600 1092 1092 2359 2359 595268 556 594712 1530780 211657 0 1233899 1852000 1852000 3382780 211657 0 3085899 -379458 2782565 580830 24124 24124 586222 663103 663103 46138571 54620995 54620995 580309 401146 188371 179163 179163 693870 617855 617855 48187864 56105240 56105240 14394 180 14394 180 X 48173470 56105060 48173470 56105060 48187864 56105240 48173470 -379458 8311048 56105060 56105060 1607 CAPITAL DOMESTIC EQUITY FUND 354132 354132 354132 1607 CAPITAL PARTNERS INTERNATIONAL EQUITY 549490 549490 549490 LAZARD 1150015 1002859 147156 147156 STATE STREET 1300000 317231 982769 982769 T.ROWE PRICE 1577652 1787469 -209817 -209817 VANGUARD 3346765 3152394 194371 194371 VULCAN 406779 406779 406779 2427232 38678 38678 38678 24800 0 25000 49800 11122 11122 false false false false false false false true true false false false false false true HERBBLOCKFOUNDATION.ORG THE HERB BLOCK FOUNDATION 2022238801 1730 M STREET NW SUITE 1020 WASHINGTON DC 20036 true false false false true false false false false false false false false false false false false false false false false JEAN J RICKARD 1730 M STREET NW WASHINGTON DC 20036 EXEC DIR EMERITA 40.0 93237 0 0 ROBIN MESZOLY 1730 M STREET NW WASHINGTON DC 20036 TREASURER 1.0 0 0 0 MARCELA BRANE 1730 M STREET NW WASHINGTON DC 20036 PRESIDENT 40.0 131233 0 0 SARAH ALEX 1730 M STREET NW WASHINGTON DC 20036 EXEC DIRECTOR 40.0 124486 0 0 ATHELIA KNIGHT 1730 M STREET NW WASHINGTON DC 20036 DIRECTOR 1.0 0 0 0 JANE ASHER 1730 M STREET NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 JILL STANLEY 1730 M STREET NW WASHINGTON DC 20036 CHAIRMAN OF THE BOARD 1.0 0 0 0 DONNA MCNULTY 1730 M STREET NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 MATTHEW WUERKER 1730 M STREET NW WASHINGTON DC 20036 DIRECTOR 1.0 0 0 0 CAROLINE LACEY 1730 M STREET NW WASHINGTON DC 20036 SECRETARY 1.0 0 0 0 CLARENCE PAGE 1730 M STREET NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 LAURA HUTCHISON 1730 M STREET NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 LYNDA BONIESKIE 1730 M STREET NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 DANA PRIEST 1730 M STREET NW WASHINGTON DC 20036 DIRECTOR 0.5 0 0 0 PAUL DELANEY 1730 M STREET 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 536180 52740072 1008162 797018 54545252 0 54545252 818179 53727073 2686354 2686354 38678 38678 2647676 2647676 2647676 3085899 0 0 0 0 3085899 0 3085899 2647676 2018 2017 2016 201612 774993 319206 501892 518217 2315920 3085899 2647676 438223 2754143 0 201612 2552531 774993 319206 501892 518217 438223 X See Statement See Statement See Statement DC 20036 None General Support 1852000 1852000 CARTOON SALES 9100 14 566990 18 2427232 2994222 9100 3003322 false false false false false false false false false false ACCOUNTING 16320 7500 8820 VIDEO 2009-10-01 198705 198705 10.0 198705 WEBSITE 2010-10-14 35800 35800 5.0 35800 DOCUMENTARY FILM 2013-04-23 1000000 370833 20.0 50000 420833 DVD PROD-EXHIBITS 2013-04-02 221649 166237 10.0 22165 188402 WEBSITE REFRESH 2016-11-01 19250 15079 5.0 3850 18929 JEAN J RICKARD Through July 2021. CAMBRIDGE ASSOCIATES LLC INVESTMENT MANAGER INTERNATIONAL SCHOLARSHIP PROCESS SCHOLARSHIPS - ABOVE AMOUNT INCLUDES SCHOLARSHIP FUNDS FURNITURE & FIXTS 2002-01-04 6387 6387 SL 7 CONDOMINIUM 2003-09-30 330000 146437 SL 40 8250 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 3712 SL 7 288 CONDO-WINDOW 2016-04-19 2950 653 SL 20 148 COMPUTERS 2019-12-28 2614 392 SL 5 523 Investment in Foreign Countries INVESTMENTS IN FOREIGN COUNTRIES THE FOUNDATION INVESTS IN VARIOUS FUNDS WHICH HOLD INVESTMENTS IN VARIOUS COUNTRIES. 1607 CAPITAL INTL EQ 7845395 7845395 1607 DOMESTIC EQUITY 5084267 5084267 DIMENSION FUNDS 2280451 2280451 FORESTER DIV 12254821 12254821 GMO CLIMATE CHANGE FUND 1511391 1511391 JOHCM FUND 1965234 1965234 LAZARD FUND 816512 816512 ORBIS 3360790 3360790 PIMCO INCOME INST 2235962 2235962 STATE STREET TRUST CO 9497673 9497673 VANGUARD 2804034 2804034 VULCAN VALUE PTNRS 4964465 4964465 T ROWE PRICE 0 0 FURNITURE & FIXTS 6387 6387 CONDOMINIUM 330000 154687 175313 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 420833 579167 DVD PROD-EXHIBITS 221649 188402 33247 3 COMPUTERS & SFTW 2921 2921 GIFTS ONLINE SETU 4000 4000 CONDO-WINDOW 2950 801 2149 WEBSITE REFRESH 19250 18929 321 COMPUTERS 2614 915 1699 LEGAL 1355 1355 SECURITY DEPOSIT 5120 5120 5120 DOCUMENTARY FILM, NET 629167 579167 579167 WEBSITE, NET 4171 321 321 DVD PRODUCTION, NET 55412 33247 33247 OFFICE AND ADMINISTRATIVE 4897 4897 INSURANCE 12370 12370 AWARDS AND PRIZES 31785 31785 SCHOLARSHIPS 500000 500000 WEBSITE MAINTENANCE 10645 10645 DUES AND SUBSCRIPTIONS 16292 16292 BANK FEE 556 556 UTILITIES 4250 4250 POSTAGE AND SHIPPING 3194 3194 TELEPHONE 11279 11279 CARTOON SALES 9100 UNREALIZED GAIN ON INVESTMENTS 8311048 CREDIT CARD PAYABLE 854 180 PAYABLES TO AND ON BEHALF OF AWARD RECIPIENTS 13540 PAYROLL FEES 6156 6156 PROFESSIONAL FEES 952 952 OTHER CONSULTANTS 17649 17649 COMPUTER CONSULTANTS 7766 7766 INVESTMENT MANAGEMENT FEES 203601 203601 SCHOLARSHIP ADMIN 37418 37418 PAYROLL TAXES 27883 27883 TAXES & LICENSES 349 349 INCOME TAXES 30480 30480 REAL ESTATE TAX 13499 13499