2025-11-17T14:32:24+00:00 2024-12-31 440160260 Forvis Mazars LLP 1201 Walnut Street Suite 1700 Kansas City MO 641062246 990PF 2024-01-01 454047901 Marion and Henry Bloch Family Foundation MARI 8168544361 4801 Main Street Ste 400 Kansas City MO 64112 David Miles President 2025-11-17 true Michael Engle P00482834 8162216300 2025-11-17 2024 2025-03-06 01:10:19Z X 650503410 X 3192950 173755 2304703 12252698 15777577 25973676 69941965 41562970 0 0 0 53802 4842323 0 41646881 64487573 0 320192 56674 263518 611333 108206 495125 78103 13824 64279 898 90 0 539 72112 5556 0 21634 7401114 7401114 0 0 445770 343511 0 43277 30537 0 0 141877 7094 134783 3294 165 2965 104612 6913 0 95549 9209842 7943147 0 1121669 27979927 27979990 37189769 7943147 0 29101659 4457112 56544426 0 987191 1288586 1288586 23520907 24441379 24441379 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 0 584333577 624278090 624278090 374069 100780 305542 273289 273289 2993637 222066 222066 612140854 650503410 650503410 0 0 0 0 0 0 X 612140854 650503410 612140854 650503410 612140854 650503410 612140854 4457112 33905444 650503410 0 650503410 PUBLICLY TRADED SECURITIES (35029 ST) P 2024-01-01 2024-12-31 6145821 5869733 276088 0 276088 PUBLICLY TRADED SECURITIES (35029 LT) P 2023-01-01 2024-12-31 42530334 38098556 4431778 0 4431778 PUBLICLY TRADED SECURITIES (35029 CG) P 2024-01-01 2024-12-31 226794 226794 0 226794 GAIN FROM PASSTHROUGH ACTIVITIES P 2024-01-01 2024-12-31 15589294 15589294 0 15589294 OTHER OUTSIDE SALE OF UNITS P 2023-01-01 2024-12-31 21039016 21039016 0 21039016 41562970 785968 0 785968 785968 615900 0 275000 890900 X 0 104932 104932 0 false false false 0 0 0 false false true true false true true MO true false true false true true BLOCHFAMILYFOUNDATION.ORG David Miles 8168544372 4801 Main St Ste 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 BRUCE C DAVISON 4801 Main Street Kansas City MO 64112 VICE CHAIRMAN & DIRECTOR 0.75 0 0 0 ELIZABETH B UHLMANN 4801 Main Street Kansas City MO 64112 ASSISTANT SECRETARY & DIRECTOR 0.50 0 0 0 MARY JO BROWN 4801 Main Street Kansas City MO 64112 SECRETARY & DIRECTOR 0.50 0 0 0 JOSEPH F REARDON 4801 Main Street Kansas City MO 64112 DIRECTOR 0.50 0 0 0 THOMAS M BLOCH 4801 Main Street Kansas City MO 64112 CHAIRMAN & DIRECTOR 3.00 0 0 0 WILLIAM A HALL 4801 Main Street Kansas City MO 64112 TREASURER & DIRECTOR 0.75 0 0 0 JOHN R PHILLIPS 4801 Main Street Kansas City MO 64112 DIRECTOR 0.50 0 0 0 LEO E MORTON 4801 Main Street Kansas City MO 64112 DIRECTOR 0.50 0 0 0 DAVID P MILES 4801 Main Street Kansas City MO 64112 PRESIDENT 30.00 287750 32441 0 DEBBIE SOSLAND-EDELMAN 4801 Main Street Kansas City MO 64112 ASST TREASURER & DIRECTOR 0.75 0 0 0 JEAN-PAUL CHAURAND 4801 Main Street Kansas City MO 64112 EXECUTIVE VP 32.00 202067 22992 0 KRIS WILCOXSON 4801 Main Street Kansas City MO 64112 VP OF FINANCE 30.00 164716 15045 0 RACHEL CARLTON 4801 Main Street Kansas City MO 64112 ASSOCIATE GRANTS DIR 30.00 90019 11136 0 VALERIE SALAZAR 4801 Main Street Kansas City MO 64112 GRANTMAKING PRIN 24.00 77946 12704 0 0 CAMBRIDGE ASSOCIATES PO BOX 412015 BOSTON MA 02241 INVESTMENT ADVISOR 1068420 FORVIS MAZARS LLP 1201 WALNUT STREET SUITE 1700 KANSAS CITY MO 641062246 TAX & AUDIT SERVICES 69697 0 NONE NONE 0 430120041 29355962 176200608 635676611 0 635676611 9535149 626141462 31307073 31307073 785968 2512 788480 30518593 30518593 30518593 29101659 0 0 29101659 30518593 25927920 2020 0 0 0 0 0 0 0 29101659 25927920 0 0 3173739 0 0 0 0 0 0 27344854 0 0 0 0 0 0 0 0 HENRY W BLOCH NONE MARION AND HENRY BLOCH FOUNDATION 4801 MAIN STREET SUITE 400 KANSAS CITY MO 64112 8168544361 VISIT BLOCHFAMILYFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES. VISIT BLOCHFAMILYFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES. THE FOUNDATION GENERALLY MAKES ONE-YEAR GRANTS. HOWEVER, THE FOUNDATION WILL CONSIDER MULTI-YEAR REQUESTS. GRANTS ARE MADE ONLY TO TAX EXEMPT 501(C)(3) ORGANIZATONS THAT ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS. THE FOUNDATION CONSIDERS SUPPORT FOR ORGANIZATIONS THAT ARE BASED IN AND SERVICE RESIDENTS WITHIN THE GREATER KANSAS CITY AREA. SEE ATTACHED STATEMENT 4801 MAIN STREET SUITE 400 KANSAS CITY MO 64112 NONE PC SEE ATTACHED STATEMENT 27979927 CONTRIBUTIONS FROM PASSTHROUGH ACTIVITY 4801 MAIN STREET SUITE 400 KANSAS CITY MO 64112 NONE PC GENERAL SUPPORT 63 27979990 0 14 173755 14 12252698 18 25973676 OTHER REVENUE 1 53802 0 38453931 0 38453931 false false false false false false false false false false X X 1 HENRY W BLOCH CHARITABLE LEAD TRUST C/O COMMERCE BANK 118 W 47TH ST KANSAS CITY MO 64112 3192950 X ACCOUNTING & AUDIT FEES 72112 5556 21634 PROPERTY & EQUIPMENT 374069 79625 Straight Line 7.0 30537 SEE PART IV 2023-01 P 2024-12 VARIOUS 69941965 43968289 COST 25973676 UNRELATED BUSINESS INCOME Form 990-PF, Part XV, Section A Line 12 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. SEE ATTACHED STATEMENT FMV 624278090 624278090 PROPERTY & EQUIPMENT 374069 100780 273289 273289 LEGAL FEES 898 90 539 DUE FROM H & R BLOCK FOUNDATION 38726 29003 29003 DUE FROM FUND MANAGER 2954911 193063 193063 INFORMATION TECHNOLOGY 43913 2873 41040 SPECIAL EVENTS 3930 3144 INSURANCE - CONTENTS 4455 223 4232 INSURANCE - GENERAL 17360 868 15624 PROCESSING FEES 8080 1430 6650 PROFESSIONAL DEVELOPMENT 1607 284 1323 OFFICE SUPPLIES 2195 110 1976 REPAIRS & MAINTENANCE 1296 65 1231 COMMUNICATIONS 338 304 MISCELLANEOUS OPERATION COSTS 3533 1060 2120 MISCELLANEOUS 17905 17905 INCOME (LOSS) FROM SCHEDULES K-1 4834843 MISCELLANEOUS INCOME 53802 7480 UNREALIZED GAINS 33905444 INVESTMENT ADVISOR & SERVICE FEES 4115665 4115665 MANAGEMENT FEES 3285449 3285449 HENRY W BLOCH CHARITABLE LEAD TRUST C/O COMMERCE BANK 118 W 47TH ST KANSAS CITY MO 64112 EXCISE TAXES & STATE TAXES 379964 FOREIGN TAXES 13222 334204 PAYROLL TAXES 52584 9307 43277