2015-10-19T08:23:01-05:00 2014-12-31 420714325 MCGLADREY LLP 221 THIRD AVENUE SE STE 300 CEDAR RAPIDS IA 524011512 990PF 2014-01-01 454047901 MARION AND HENRY BLOCH FAMILY FOUNDATION MARI 8168544361 1 H R BLOCK WAY KANSAS CITY MO 64105 DAVID P MILES PRESIDENT 8168544361 2015-10-07 1 CARLEY UMSTEAD P00982177 3192985333 2014 2016-02-25 16:41:14Z X 268657559 X 5000000 137 137 6456731 5078627 7090368 38739484 7503487 -7463096 1222527 11084140 13804778 0 0 0 16041 4010 12031 38715 30972 7743 1596327 681455 585745 82292 32240 0 4063 406 3657 28510 608 20822 1765948 749691 629998 7918481 7918481 9684429 749691 8548479 1399711 13055087 391831 506419 506419 11812034 11629228 11629228 255000412 256521912 256521912 33658 0 0 267237935 268657559 268657559 5737 25650 5737 25650 X 267232198 268631909 267232198 268631909 267237935 268657559 267232198 1399711 0 268631909 0 268631909 COMMERCE BONDS 35000 34988 12 12 OAKWOOD REAL ESTATE PARTNERS 0 0 SCHWAB FPA CRESCENT 288973 288973 288973 SCHWAB VANGUARD RUSSELL 3000 1499975 1100615 399360 399360 SCHWAB VANGUARD RUSSELL 3000 7000475 5004224 1996251 1996251 SCHWAB TEMPLTEON GLOBAL 22009 22009 22009 SCHWAB LAZARD GLOBAL 255450 255450 255450 SCHWAB VANGUARD DIV APPR 2999975 2955308 44667 44667 SCHWAB VANGUARD DIV APPR 9062061 6904825 2157236 2157236 SSGA US GOVT CREDIT BOND INDEX 328 328 0 0 PASSTHROUGH FROM SCH K-1 SSGA US GOVT CREDIT BOND INDEX 21555 -21555 -21555 WELLINGTON CTF DIH SALE OF UNITS 12000000 11517355 482645 482645 PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH 179023 179023 179023 WELLINGTON CTF DIH 0 0 OCTAVIAN OFFSHORE 1010487 974657 35830 35830 LOOMIS SAYLES 104208 104208 0 0 PASSTHROUGH FROM SCH K-1 LOOMIS SAYLES 33843 33843 33843 GARDNER RUSSO 76039 77431 -1392 -1392 DODDINGTON GLOBAL 1929478 1929478 0 0 PASSTHROUGH FROM SCH K-1 DODDINGTON GLOBAL 1483779 1483779 1483779 COLCHESTER 0 0 PASSTHROUGH FROM SCH K-1 COLCHESTER 156626 156626 156626 COMMERCE TORTOISE 0 0 PASSTHROUGH FROM MULTIPLE SCH K-1 COMMERCE TORTOISE 18955 -18955 -18955 COMMERCE TORTOISE SALE OF UNITS 601755 592070 9685 9685 7503487 0 6170651 252916578 0.024398 3093192 118196488 0.026170 10000 487575 0.020510 0.071078 0.023693 268330144 6357546 130551 6488097 8548479 X 130551 0 130551 0 130551 146036 30000 176036 45485 45485 0 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 BLOCHFAMILYFOUNDATION.ORG DAVID MILES 8168544372 1 H R BLOCK WAY KANSAS CITY MO 64105 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HENRY W BLOCH 1 H R BLOCK WAY KANSAS CITY MO 64105 CHAIRMAN & DIRECTOR 5.00 0 0 0 THOMAS M BLOCH 1 H R BLOCK WAY KANSAS CITY MO 64105 VICE CHAIRMAN & DIRECTOR 5.00 0 0 0 ROBERT L BLOCH 1 H R BLOCK WAY KANSAS CITY MO 64105 TREASURER & DIRECTOR 0.50 0 0 0 MARY JO BROWN 1 H R BLOCK WAY KANSAS CITY MO 64105 ASSISTANT SECRETARY & DIRECTOR 0.50 0 0 0 BRUCE C DAVISON 1 H R BLOCK WAY KANSAS CITY MO 64105 DIRECTOR 0.50 0 0 0 WILLIAM A HALL 1 H R BLOCK WAY KANSAS CITY MO 64105 DIRECTOR 0.50 0 0 0 EDWARD T MATHENY JR 1 H R BLOCK WAY KANSAS CITY MO 64105 DIRECTOR 0.50 0 0 0 MORTON I SOSLAND 1 H R BLOCK WAY KANSAS CITY MO 64105 DIRECTOR 0.50 0 0 0 ELIZABETH A UHLMANN 1 H R BLOCK WAY KANSAS CITY MO 64105 SECRETARY & DIRECTOR 0.50 0 0 0 EVAGELINE RICH 1 H R BLOCK WAY KANSAS CITY MO 64105 ASSISTANT TREASURER 0.50 0 0 0 DAVID P MILES - SEE STMT 14 1 H R BLOCK WAY KANSAS CITY MO 64105 PRESIDENT 35.00 149605 16395 0 NONE 0 HRB MANAGEMENT INC 1 H R BLOCK WAY KANSAS CITY MO 64105 MANAGEMENT 287688 CAMBRIDGE ASSOCIATES LLC 100 SUMMER STREET BOSTON MA 02110 INVESTMENT ADVISOR 131465 0 0 262819035 9597355 0 272416390 0 0 272416390 4086246 268330144 13416507 13416507 130551 130551 13285956 0 13285956 0 13285956 8548479 0 8548479 130551 8417928 13285956 8099018 0 0 8548479 8099018 0 0 449461 0 0 0 0 0 0 0 0 12836495 0 0 0 HENRY W BLOCH MARION HENRY BLOCH FAMILY FOUNDATIO ONE HR BLOCK WAY KANSAS CITY MO 64105 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. ADHOC GROUP AGAINST CRIME 3116 PROSPECT KANSAS CITY MO 64128 PC FUNDS TO SUPPORT THE GUARDIAN AWARDS PROGRAM 7500 ADMIRAL NIMITZ FOUNDATION 328 E MAIN ST FREDERICKSBURG TX 78624 PC GRANT FOR MATCH 250 ALZHEIMER'S ASSOCIATION - HEART OF AMERICA CHAPTER 3846 W 75TH ST PRAIRIE VILLAGE KS 66208 PC GRANT FOR MATCH 500 CHARLOTTE STREET FOUNDATION PO BOX 12063 KANSAS CITY MO 64108 PC GRANT FOR MATCH 1330 CHILDREN'S MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 PC GRANT FOR MATCH 2000 CHILDREN'S TLC 3101 MAIN STREET KANSAS CITY MO 64111 PC GRANT FOR MATCH 600 ENDOWMENT FUND FOR THE HENRY W BLOCH SCHOOL OF MANAGEMENT AT THE GKCF 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 PC FUNDS TO SUPPORT THE HENRY W. BLOCH SCHOOL OF MANAGEMENT 4500000 FREMAR FOUNDATION FOR ACCORDION ARTS 2816 W 87TH TERRACE LEAWOOD KS 66206 PC GRANT FOR MATCH 340 FRIENDS OF UNIVERSITY ACADEMY 4049 PENNSYLVANIA STE 400 KANSAS CITY MO 64111 PC GRANT FOR MATCH 5500 HARRIMAN-JEWELL SERIES 500 COLLEGE HILL LIBERTY MO 64068 PC GRANT FOR MATCH 2000 HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS 500 W US HWY 24 INDEPENDENCE MO 64050 PC GRANT FOR MATCH 2000 HYMAN BRAND HEBREW ACADEMY 5801 WEST 115TH STREET SUITE 102 OVERLAND PARK KS 66211 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 90000 HYMAN BRAND HEBREW ACADEMY 5801 WEST 115TH STREET SUITE 102 OVERLAND PARK KS 66211 PC GRANT FOR MATCH 2000 JACKSON COUNTY HISTORICAL SOCIETY PO BOX 4241 INDEPENDENCE MO 64051 PC GRANT FOR MATCH 200 JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY 5801 WEST 115TH STREET OVERLAND PARK KS 662111800 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 30000 JEWISH COMMUNITY RELATIONS BUREAU-AMERICAN JEWISH COMMITTEE 5801 W 115TH ST SUITE 203 OVERLAND PARK KS 66211 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 36000 JEWISH FAMILY SERVICES 5801 W 115TH ST SUITE 103 OVERLAND PARK KS 662111824 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 15000 JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH ST OVERLAND PARK KS 66211 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 250000 JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH ST OVERLAND PARK KS 66211 PC GRANT FOR MATCH 3330 KANSAS CITY PUBLIC LIBRARY 14 WEST 10TH ST KANSAS CITY MO 64105 PC GRANT FOR MATCH 2000 KANSAS CITY REPERTORY THEATRE 4825 TROOST AVE STE 106 KANSAS CITY MO 64110 PC GRANT FOR MATCH 5000 KAUFFMAN CENTER FOR THE PERFORMING ARTS 1601 BROADWAY KANSAS CITY MO 64108 PC GRANT FOR MATCH 2500 KCPT- PUBLIC TELEVISION 19 125 E 31ST ST KANSAS CITY MO 64108 PC GRANT FOR MATCH 200 KU ENDOWMENT PO BOX 928 LAWRENCE KS 66044 PC GRANT FOR MATCH 500 LYRIC OPERA OF KANSAS CITY INC 1725 HOLMES KANSAS CITY MO 64108 PC GRANT FOR MATCH 1665 MIDWEST CENTER FOR HOLOCAUST EDUCATION 5801 WEST 115TH STREET SUITE 106 OVERLAND PARK KS 66211 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 5000 MULTIPLE SCLEROSIS FOUNDATION 6520 N ANDREWS AVE FORT LAUDERDALE FL 33309 PC GRANT FOR MATCH 200 NAVY LEAGUE OF THE UNITED STATES 2300 WILSON BLVD ARLINGTON VA 22201 PC GRANT FOR MATCH 900 RENEWED JEWISH LEADERS 7894 TENNYSON CT BOCA RATON FL 33433 PC GRANT FOR MATCH 10000 SAINT LUKE'S HOSPITAL FOUNDATION PO BOX 119000 KANSAS CITY MO 64111 PC GRANT FOR MATCH 2000 SAINT LUKE'S HOSPITAL FOUNDATION PO BOX 119000 KANSAS CITY MO 64111 PC FOR THE USE AND BENEFIT OF PROGRAMS OF THE SAINT LUKE'S MARION BLOCH NEUROSCIENCES INSTITUTE CONDUCTED AT THE HOSPITAL'S MAIN CAMPUS 2400000 SASONE COMMITTEE AT THE JEWISH FEDERATION OF GREATER KANSAS CITY 5801 WEST 115TH STREET OVERLAND PARK KS 66211 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 10000 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 PC GRANT FOR MATCH 31880 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 PC FUNDS TO PRODUCE A VIDEO RECORDING OF HENRY BLOCH SHARING PERSONAL STORIES ABOUT THE ARTWORK IN THE BLOCH COLLECTION 25000 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 PC FUNDS TO SUPPORT MEMBERSHIPS, SPONSORSHIPS, AND VIDEO INTERVIEWS OF HENRY BLOCH AND DAVID DOUGLAS DUNCAN FOR THE CALENDAR YEAR 2013 25000 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 PC FUNDS TO SUPPORT MEMBERSHIPS AND SPONSORSHIPS DURING 2015 195000 THE TEMPLE CONGREGATION B'NAI JEHUDAH 12320 NALL AVE OVERLAND PARK KS 66209 PC GRANT FOR MATCH 2420 UMKC FOUNDATION 300B ADMINISTRATIVE CENTER 5100 ROCHKHILL ROAD KANSAS CITY MO 64110 PC GRANT FOR MATCH 54000 UMKC FOUNDATION 300B ADMINISTRATIVE CENTER 5100 ROCHKHILL ROAD KANSAS CITY MO 64110 PC FUNDS TO SUPPORT THE 29TH ANNUAL ENTREPRENEUR OF THE YEAR AWARDS 15000 UMKC FOUNDATION 300B ADMINISTRATIVE CENTER 5100 ROCHKHILL ROAD KANSAS CITY MO 64110 PC MILLER NICHOLS LIBRARY RENOVATION - PHASE IV 50000 UNITED SERVICE ORGANIZATIONS 2111 WILSON BLVD STE 1200 ARLINGTON VA 22201 PC GRANT FOR MATCH 200 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC TOCQUEVILLE SOCIETY SUPPORT 2014 25000 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC GRANT FOR MATCH 10000 UNIVERSITY OF MISSOURI-COLUMBIA 109 REYNOLDS ALUMNI CENTER COLUMBIA MO 65211 PC GRANT FOR MATCH 6300 VAAD HAKASHRUTH OF KANSAS CITY 9900 ANTIOCH OVERLAND PARK KS 66212 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 2000 VILLAGE SHALOM INC 5500 W 123RD STREET OVERLAND PARK KS 66209 PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 12000 WAYSIDE WAIFS INC 3901 MARTHA TRUMAN RD KANSAS CITY MO 64137 PC GRANT FOR MATCH 500 WOMEN'S EMPLOYMENT NETWORK 920 MAIN ST STE 100 KANSAS CITY MO 64105 PC GRANT FOR MATCH 666 YMCA OF GREATER KANSAS CITY 3100 BROADWAY SUITE 1020 KANSAS CITY MO 64111 PC RENOVATION AND EXPANSION OF THE LINWOOD YMCA 75000 7918481 KANSAS CITY REPERTORY THEATRE 4825 TROOST AVE STE 106 KANSAS CITY MO 64110 PC PLEDGED GRANT 100000 METROPOLITAN COMMUNITY COLLEGE 3200 BROADWAY KANSAS CITY MO 64068 PC PLEDGED GRANT 500000 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 PC PLEDGED GRANT 25000 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC PLEDGED GRANT 25000 YMCA OF GREATER KANSAS CITY 3100 BROADWAY SUITE 1020 KANSAS CITY MO 64111 PC PLEDGED GRANT 75000 725000 14 137 14 6456731 18 7090368 INCOME (LOSS) FROM PASSTHROUGHS 523000 -256298 14 253788 0 UNREALIZED GAIN (LOSS) ON INVESTMENTS 14 -7460586 0 -256298 6340438 0 6084140 0 0 0 0 0 0 0 0 0 0 X X 1 MARION HENRY BLOCH 6400 WENONGA TERRACE SHAWNEE MISSION KS 66205 5000000 X 1 COMMERCE BONDS 5000000 2014-12-31 ACCOUNTING AND AUDIT FEES 38715 30972 7743 FORM 990-PF, PART VIII, LINE 1, OFFICER COMPENSATION THE FOUNDATION HAS NO EMPLOYEES. ALL MANAGEMENT SERVICES ARE PROVIDED THROUGH HRB MANAGEMENT, INC. WHO IS PAID A MANAGEMENT FEE AS DISCLOSED IN PART VIII, LINE 3, HIGHLY PAID CONTRACTORS. OFFICER DAVID P. MILES IS AN EMPLOYEE OF AND IS PAID BY HRB MANAGEMENT, INC. PURSUANT TO THE FORM 990-PF INSTRUCTIONS, THE PORTION OF THE COMPENSATION PAID TO THE MANAGEMENT SERVICES COMPANY (HRB MANAGEMENT, INC.) THAT RELATES TO SERVICES PROVIDED BY THE FOUNDATION OFFICER, DAVID P. MILES, IS REPORTED IN PART VIII, LINE 1, OFFICER COMPENSATION AS IF THE FOUNDATION HAD PAID THE OFFICER DIRECTLY. THE TOTAL AMOUNT PAID TO HRB MANAGEMENT, INC. REPORTED IN PART VIII, LINE 3, HIGHLY PAID CONTRACTORS INCLUDES THE AMOUNT OF OFFICER COMPENSATION SEPARATELY REPORTED IN PART VIII, LINE 1, OFFICER COMPENSATION. WELLINGTON CTF DIH FMV 10570815 10570815 LOOMIS SAYLES FMV 11701645 11701645 SSGA - INTERMED US GOVT/CREDIT BOND FMV 25221837 25221837 GRUSS GLOBAL INVESTORS FMV 2307763 2307763 OCTAVIAN OFFSHORE FUND FMV 574245 574245 FIR TREE INTL VALUE FUND FMV 2557376 2557376 COVALENT CAPITAL PARTNERS FMV 2608171 2608171 MASON CAPITAL LTD FMV 1983107 1983107 COMMERCE BONDS FMV 5948733 5948733 SCHWAB - DFA EMERGING MKTS FMV 9916752 9916752 SCHWAB - VANGUARD DEVELOPED MKTS FMV 41255227 41255227 SCHWAB - VANGUARD DIV APPR FMV 8269580 8269580 SCHWAB - VANGUARD RUSSELL 3000 FMV 43858458 43858458 SCHWAB - FIRST PACIFIC ADVISORS FMV 9162779 9162779 SCHWAB - VANGUARD EMERGING MARKETS FMV 7944338 7944338 SCHWAB - TEMPLETON GLOBAL FMV 12913291 12913291 SCHWAB - LAZARD FMV 6556948 6556948 GARDNER RUSSO FMV 16201427 16201427 DODDINGTON GLOBAL FUND FMV 15527820 15527820 WINGATE PARTNERS FMV 1257226 1257226 COLCHESTER FMV 12307864 12307864 OAKWOOD REAL ESTATE PARTNERS FMV 1334647 1334647 CID CAPITAL II FMV 385249 385249 COMMERCE TORTOISE FMV 6156614 6156614 LEGAL FEES 16041 4010 12031 INTEREST RECEIVABLE 33658 0 0 INFORMATION TECHNOLOGY 7689 0 7689 SPECIAL EVENT EXPENSE 1585 0 1585 INSURANCE 7080 0 0 MISCELLANEOUS 12156 608 11548 INCOME (LOSS) FROM PASSTHROUGHS -2510 253788 -2510 UNREALIZED GAIN (LOSS) ON INVESTMENTS -7460586 -7460586 DUE TO HRB MANAGEMENT, INC. 5737 25650 INVESTMENT ADVISOR AND SERVICE FEES 966376 637249 0 MANAGEMENT FEES 287688 43153 244535 CONSULTING FEES 21058 1053 20005 LEGACY EXPENSES 321205 0 321205 EXCISE TAXES 50052 0 0 FOREIGN TAXES 32240 32240 0