H & R BLOCK FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: H & R BLOCK FOUNDATION (EIN 23-7378232)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-14
IRS object ID: 201333189349101033
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
General Explanation Attachment
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-14T13:48:11-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	420714325	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MCGLADREY LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	221 THIRD AVENUE SE STE 300	AddressLine1
City	CEDAR RAPIDS	City
State	IA	State
ZIP Code	524011512	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	237378232	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	H & R BLOCK FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	H&RB	NameControl
Phone	8168544361	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 H R BLOCK WAY	AddressLine1
City	KANSAS CITY	City
State	MO	State
ZIP Code	64105	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DAVID P MILES	Name
Title	PRESIDENT	Title
Phone	8168544361	Phone
Date Signed	2013-11-05	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	KAY HEGARTY	Name
PTIN	P00091057	PTIN
Phone	3192985333	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	59809580	FMVAssetsEOY
Method Of Accounting Other	X	MethodOfAccountingOther

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	655029	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	2138	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	2138	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	290813	DividendsRevAndExpnss
Dividends Net Invst Incm	206552	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	594992	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1864016	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	479544	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	4970991	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	774431	OtherIncomeNetInvstIncm
Total Revenue And Expenses	6513963	TotalRevenueAndExpenses
Total Net Investment Income	1462665	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss	875	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	219	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	656	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	23725	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	18980	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	4745	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	450272	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	203409	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	246863	OtherProfFeesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	2330	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	233	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	2097	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	33165	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	342	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	36070	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	510367	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	223183	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	290431	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1640169	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1640169	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	2150536	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	223183	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	1930600	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	4363427	ExcessOfRevenueOverExpenses
Net Investment Income	1239482	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	21875	CashBOY
Cash EOY	12938	CashEOY
Cash EOYFMV	12938	CashEOYFMV
Savings And Temp Cash Invst BOY	1090692	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	1279306	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	1279306	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	54329977	InvestmentsOtherBOY
Investments Other EOY	58394948	InvestmentsOtherEOY
Investments Other EOYFMV	58394948	InvestmentsOtherEOYFMV
Other Assets BOY	0	OtherAssetsBOY
Other Assets EOY	122388	OtherAssetsEOY
Other Assets EOYFMV	122388	OtherAssetsEOYFMV
Total Assets BOY	55442544	TotalAssetsBOY
Total Assets EOY	59809580	TotalAssetsEOY
Total Assets EOYFMV	59809580	TotalAssetsEOYFMV
Other Liabilities BOY	33477	OtherLiabilitiesBOY
Other Liabilities EOY	37085	OtherLiabilitiesEOY
Total Liabilities BOY	33477	TotalLiabilitiesBOY
Total Liabilities EOY	37085	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	35584560	CapitalStockBOY
Capital Stock EOY	35584560	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	19824507	RetainedEarningsBOY
Retained Earnings EOY	24187935	RetainedEarningsEOY
Total Net Assets BOY	55409067	TotalNetAssetsBOY
Total Net Assets EOY	59772495	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	55442544	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	59809580	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	55409067	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	4363427	ExcessOfRevenueOverExpenses
Other Increases	1	OtherIncreases
Subtotal	59772495	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	59772495	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (22 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	Cost Or Other BasisCostOrOtherBasis
PASSTHROUGH FROM SCH K-1 SSGA INTERMEDIATE US CREDIT INDEX	P	1855	1855	1855
PASSTHROUGH FROM SCH K-1 SSGA INTERMEDIATE US CREDIT INDEX	P	59711	59711	59711
SSGA INTERMEDIATE US CREDIT INDEX	P	298	0	0	298
PASSTHROUGH FROM SCH K-1 SSGA MSCI EAFE INDEX	P	6193	6193	6193
PASSTHROUGH FROM SCH K-1 SSGA MSCI EAFE INDEX	P		-50516	-50516	50516
SSGA MSCI EAFE INDEX	P		0	0
PASSTHROUGH FROM SCH K-1 SSGA US GOVT CREDIT BOND INDEX	P	13605	13605	13605
PASSTHROUGH FROM SCH K-1 SSGA US GOVT CREDIT BOND INDEX	P	123817	123817	123817
SSGA US GOVT CREDIT BOND INDEX	P	197	0	0	197
PASSTHROUGH FROM SCH K-1 SSGA RUSSELL 3000	P	2260	2260	2260
PASSTHROUGH FROM SCH K-1 SSGA RUSSELL 3000	P	97142	97142	97142
SSGA RUSSELL 3000	P	701281	0	0	701281
PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH	P		-21318	-21318	21318
PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH	P		-253953	-253953	253953
WELLINGTON CTF DIH	P		0	0
PASSTHROUGH FROM SCH K-1 SEMPER VIC	P	553	553	553
PASSTHROUGH FROM SCH K-1 SEMPER VIC	P		-1303	-1303	1303
VANGAUARD DIVIDEND APPRECIATION FUND	P	300000	50669	50669	249331
IRONWOOD INTERNATIONAL	P		-20054	-20054	20054
OCTAVIAN OFFSHORE FUND	P	62567	-23654	-23654	86221
LONGLEAF PARTNERS FUND	P	424278	424278	424278
DIMENSIONAL EMERGING MARKET FUND	P	70259	70259	70259

Field	Value	IRS element (for citing)
Capital Gain Net Income	479544	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	2929595	QualifyingDistributionsYear1
Noncharitable Assets Year1	58100755	NoncharitableAssetsYear1
Distribution Ratio Year1	0.050423	DistributionRatioYear1
Qualifying Distributions Year2	2870636	QualifyingDistributionsYear2
Noncharitable Assets Year2	53886790	NoncharitableAssetsYear2
Distribution Ratio Year2	0.053272	DistributionRatioYear2
Qualifying Distributions Year3	3285149	QualifyingDistributionsYear3
Noncharitable Assets Year3	45849727	NoncharitableAssetsYear3
Distribution Ratio Year3	0.071650	DistributionRatioYear3
Qualifying Distributions Year4	2014405	QualifyingDistributionsYear4
Noncharitable Assets Year4	55734107	NoncharitableAssetsYear4
Distribution Ratio Year4	0.036143	DistributionRatioYear4
Qualifying Distributions Year5	2949153	QualifyingDistributionsYear5
Noncharitable Assets Year5	65353698	NoncharitableAssetsYear5
Distribution Ratio Year5	0.045126	DistributionRatioYear5
Total Distribution Ratio	0.256614	TotalDistributionRatio
Average Distribution Ratio	0.051323	AverageDistributionRatio
Net Noncharitable Assets	57048831	NetNoncharitableAssets
Adjusted Noncharitable Assets	2927917	AdjustedNoncharitableAssets
One Percent Net Investment Income	12395	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	2940312	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	1930600	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	24790	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	24790	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	24790	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	69436	EstTaxPaymentsAndOverpayment
Total Credits And Payments	69436	TotalCreditsAndPayments
Overpayment	44646	Overpayment
Amount Credited To Next Year	44646	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	MO	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	HRBLOCKFOUNDATION.ORG	WebsiteAddress
Books In Care Of Person Name	DAVID MILES	BooksInCareOfPersonName
Books In Care Of Phone Number	8168544361	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 H R BLOCK WAY	AddressLine1
City	KANSAS CITY	City
State	MO	State
ZIP Code	64105	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	1	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	1	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	0	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
HENRY W BLOCH
1 H R BLOCK WAY	KANSAS CITY	MO	64105	CHAIRMAN, TREASURER, 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
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
FRANK L SALIZZONI
1 H R BLOCK WAY	KANSAS CITY	MO	64105	DIRECTOR	0.50	0	0	0
EVANGELINE RICH
1 H R BLOCK WAY	KANSAS CITY	MO	64105	ASSISTANT TREASURER	0.50	0	0	0
DAVID P MILES - STMT 14
1 H R BLOCK WAY	KANSAS CITY	MO	64105	PRESIDENT	18.00	72491	8876	0
CAREY WILKERSON LOONEY - STMT 14
1 H R BLOCK WAY	KANSAS CITY	MO	64105	VICE PRESIDENT & SECRETARY	34.00	78868	14379	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Type Of ServiceTypeOfService	CompensationCompensation
HRB MANAGEMENT INC
1 H R BLOCK WAY	KANSAS CITY	MO	64105	MANAGEMENT	290427
CAMBRIDGE ASSOCIATES LLC
100 SUMMER STREET	BOSTON	MA	02110	INVESTMENT ADVISOR	81721

Field	Value	IRS element (for citing)
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	57138936	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	778659	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	57917595	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	57917595	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	868764	CashDeemedCharitable
Net Noncharitable Assets	57048831	NetNoncharitableAssets
Minimum Investment Return	2852442	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	2852442	MinimumInvestmentReturn
Tax Based On Investment Income	24790	TaxBasedOnInvestmentIncome
Total Tax	24790	TotalTax
Distributable Amount Before Adj	2827652	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	3247	RecoveriesQlfyDistributions
Distributable Amount Before Ded	2830899	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	2830899	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	1930600	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	1930600	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	1930600	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	2830899	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	100000	ExcessDistriCarryoverYear5
Excess Distri Carryover Year3	1007011	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	190700	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	94841	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	1392552	TotalExcessDistriCarryover
Qualifying Distributions	1930600	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	1930600	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	900299	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	900299	ExcessDistriCyovAppliedCY
Total Corpus	492253	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	492253	ExcessDistriCyovToNextYear
Excess From Year3	206712	ExcessFromYear3
Excess From Year2	190700	ExcessFromYear2
Excess From Year1	94841	ExcessFromYear1

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	H R BLOCK FOUNDATION	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE HR BLOCK WAY	AddressLine1
City	KANSAS CITY	City
State	MO	State
ZIP Code	64105	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	8168544361	RecipientPhoneNumber
Form And Info And Materials	VISIT HRBLOCKFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES.	FormAndInfoAndMaterials
Submission Deadlines	VISIT HRBLOCKFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES.	SubmissionDeadlines
Restrictions On Awards	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.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (191 entries)

Address Line1RecipientForeignAddress/AddressLine1	CityRecipientForeignAddress/City	Province Or StateRecipientForeignAddress/ProvinceOrState	CountryRecipientForeignAddress/Country	Postal CodeRecipientForeignAddress/PostalCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Address Line2RecipientUSAddress/AddressLine2	Address Line2RecipientForeignAddress/AddressLine2
ACADIA UNIVERSITY
512 MAIN STREET	WOLFVILLE	NOVA SCOTIA	CA	B4P2R6	PUBLIC	GRANT FOR MATCH	$300
ALPINE THEATRE PROJECT
					PUBLIC	GRANT FOR MATCH	$500	PO BOX 1959	WHITEFISH	MT	59937
ARTS AND RECREATION FOUNDATION OF OVERLAND PARK
					PUBLIC	CAPACITY BUILDING FULL TIME ASSISTANT	$5,000	PO BOX 26392	OVERLAND PARK	KS	66225
ARTS COUNCIL OF JOHNSON COUNTY
					PUBLIC	PHASE II DEVELOPMENT FOR THE ARTS COUNCIL OF JOHNSON COUNTY WEBSITE	$5,000	15301 WEST 87TH STREET PARKWAY	LENEXA	KS	66219	SUITE B40
AUTISM SOCIETY OF AMERICA - HEARTLAND
					PUBLIC	CASH FOR CHAMPIONS: ROBERT LIPPMAN	$400	PO BOX 860984	SHAWNEE	KS	662860984
BACH ARIA SOLOISTS
					PUBLIC	BACH ARIA SOLOISTS DVD PROJECT	$2,250	PO BOX 7112	KANSAS CITY	MO	64113
BIG MOUNTAIN FIREFIGHTERS ASSOC
					PUBLIC	GRANT FOR MATCH	$100	3790 BIG MOUNTAIN ROAD	WHITEFISH	MT	59937
BILLINGS CENTRAL CATHOLIC HIGH
					PUBLIC	GRANT FOR MATCH	$200	PO BOX 31158	BILLINGS	MT	59107
BISHOP MIEGE HIGH SCHOOL
					PUBLIC	GRANT FOR MATCH	$1,000	5041 REINHARDT DRIVE	SHAWNEE MISSION	KS	66205
BLUE SPRINGS SCHOOL OF ECONOMICS
					PUBLIC	FUNDS TO DEVELOP A VIDEO FOR USE IN THE IMMIGRATION PROGRAM	$950	200 NW 14TH STREET PO BOX 433	BLUE SPRINGS	MO	64013
BOY SCOUTS OF AMERICA MIDDLE TENNESSEE COUNCIL
					PUBLIC	OUTSTANDING COMMUNITY SERVICE (FIELD) : JERRY NICHOLSON (RESTRICTED TO CUB SCOUT PACK 425)	$1,000	3414 HILLSBORO RD	NASHVILLE	TN	372150409
BOY SCOUTS OF AMERICA MIDDLE TENNESSEE COUNCIL
					PUBLIC	HENRY W. BLOCH AWARD FOR OUTSTANDING COMMUNITY SERVICE: JERRY NICHOLSON (FIELD)	$4,000	3414 HILLSBORO RD	NASHVILLE	TN	372150409
BRYANT UNIVERSITY
					PUBLIC	GRANT FOR MATCH	$150	BOX 40 1150 DOUGLAS PIKE	SMITHFIELD	RI	02917
BUILDERS DEVELOPMENT CORPORATION
					PUBLIC	BDC CAPACITY BUILDING TO INCREASE PRODUCTION	$25,000	600 EAST 103RD STREET	KANSAS CITY	MO	64131
CABOT WESTSIDE CLINIC
					PUBLIC	FUNDS TO SUPPORT EMERGENCY ASSISTANCE NEEDS FOR HENRY W. BLOCH SCHOLARS DURING 2012.	$1,224	2121 SUMMIT	KANSAS CITY	MO	64108
CAMPS FOR KIDS
					PUBLIC	FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS	$6,000	4727 LOGAN AVENUE	KANSAS CITY	MO	641361161
CANTON ALLIANCE FOR PUBLIC EDUCATION
					PUBLIC	OUTSTANDING COMMUNITY SERVICE AWARDS: MELISSA HEALEY (SEASONAL)	$1,000	PO BOX 482	CANTON	MA	02021
CANTON ALLIANCE FOR PUBLIC EDUCATION
					PUBLIC	OUTSTANDING COMMUNITY SERVICE (SEASONAL) : MELISSA HEALEY	$3,000	PO BOX 482	CANTON	MA	02021
CANTON FOOD PANTRY
					PUBLIC	OUTSTANDING COMMUNITY SERVICE AWARDS: MELISSA HEALEY (TAX SERVICES)	$500	PO BOX 202	CANTON	MO	02021
CAPITAL UNIVERSITY
					PUBLIC	GRANT FOR MATCH	$500	1 COLLEGE MAIN RENNER 030	COLUMBUS	OH	43209
CATHOLIC CHARITIES OF NORTHEAST KANSAS
					PUBLIC	FUNDS TO SUPPORT THE PURCHASE AND INSTALLATION OF A HOOD VENT, FIRE SUPPRESSION AND VENTILATION SYSTEM	$33,500	9720 WEST 87TH STREET	OVERLAND PARK	KS	66212
CENTRAL METHODIST UNIVERSITY
					PUBLIC	GRANT FOR MATCH	$1,000	411 CENTRAL METHODIST SQUARE	FAYETTE	MO	65248
CHAMELEON THEATRE INC
					PUBLIC	FUNDS TO PURCHASE EQUIPMENT FOR THE PRINTING PRESS DEMONSTRATION SHOP	$2,500	4016 OAK STREET	KANSAS CITY	MO	64111
CHARLOTTE STREET FOUNDATION
					PUBLIC	CHARLOTTE STREET VISUAL ARTIST AWARDS & ART OMI INTERNATONAL ARTIST RESIDENCY	$5,000	PO BOX 10263	KANSAS CITY	MO	64171
CHESHIRE DOG PARK INC
					PUBLIC	CASH FOR CHAMPIONS: MARITA RODDY (FIELD)	$400	PO BOX 11	CHESHIRE	CT	06410
CHILDREN'S TLC
					PUBLIC	GRANT FOR MATCH	$1,000	3101 MAIN STREET	KANSAS CITY	MO	64111
CHWC INC
					PUBLIC	FUNDS TO SUPPORT THE NEIGHBORHOOD STABILIZATION PROGRAM	$30,000	2 SOUTH 14TH STREET	KANSAS CITY	KS	66102
CITY VISION
					PUBLIC	2012: NEW RESPONSES TO HOUSING CHALLENGES	$25,000	726 ARMSTRONG AVENUE	KANSAS CITY	KS	66101
CLAY COUNTY CLOTHES CLOSET
					PUBLIC	FUNDS TO PURCHASE CLOTHING THAT IS DISTRIBUTED TO LOW-INCOME CHILDREN AND ADULTS	$2,000	PO BOX 46625	KANSAS CITY	MO	64188
COE COLLEGE
					PUBLIC	GRANT FOR MATCH	$100	1220 FIRST AVE NE	CEDAR RAPIDS	IA	53402
COLLEGE OF THE HOLY CROSS
					PUBLIC	GRANT FOR MATCH	$1,000	1 COLLEGE STREET	WORCESTER	MA	01610
COMMONWEALTH CATS INC
					PUBLIC	CASH FOR CHAMPIONS: TERESA SARANDREA	$400	PO BOX 26	PEABODY	MA	01960
COMMUNITY LIVING OPPORTUNITIES INC
					PUBLIC	FUNDS TO SUPPORT THE CLO KITCHEN SAFETY IMPROVEMENT PROJECT	$10,000	PO BOX 14395 11627 WEST 79TH STREET	LENEXA	KS	66285
COMMUNITY MEDIATION CENTER
					PUBLIC	TO EXPAND THE CAPACITY OF THE ORGANIZATION TO OFFER CONFLICT RESOLUTION SERVICES	$8,517	1212 WEST TRUMAN ROAD	INDEPENDENCE	MO	64050
CONCORDIA COLLEGE
					PUBLIC	GRANT FOR MATCH	$100	901 8TH STREET SOUTH	MOOREHEAD	MN	56562
COVERSA
					PUBLIC	INTERACTIVE COMPETENCY TRAINING PROGRAM	$8,000	1317 W 13TH TERR STE 3A	KANSAS CITY	MO	64102
CURE OF ARS SCHOOL
					PUBLIC	GRANT FOR MATCH	$1,000	9403 MISSION ROAD	LEAWOOD	KS	66206
CURE OF ARS SCHOOL
					PUBLIC	GRANT FOR MATCH	$1,000	9403 MISSION ROAD	LEAWOOD	KS	66206
DONNELLY COLLEGE
					PUBLIC	DONNELLY COLLEGE BUS	$25,380	608 N 18TH STREET	KANSAS CITY	KS	66102
DONNELLY COLLEGE
					PUBLIC	FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR HENRY W. BLOCH SCHOLARS	$44,352	608 N 18TH STREET	KANSAS CITY	KS	66102
DONNELLY COLLEGE
					PUBLIC	FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR HENRY W. BLOCH SCHOLARS	$25,783	608 N 18TH STREET	KANSAS CITY	KS	66102
EL CENTRO INC
					PUBLIC	NEW FACES ON OLDER SPACES	$10,000	650 MINNESOTA AVENUE	KANSAS CITY	KS	66101
EMMANUEL COLLEGE
					PUBLIC	GRANT FOR MATCH	$150	400 THE FENWAY	BOSTON	MA	02115
EPISCOPAL COMMUNITY SERVICES
					PUBLIC	FUNDS TO SUPPORT COSTS ASSOCIATED WITH CATALYST KITCHEN CONSULTATIONS AND SUPPORTIVE SERVICES	$25,000	11 EAST 40TH STREET	KANSAS CITY	MO	64111
EPISCOPAL FARMWORKERS MINISTRY
					PUBLIC	HENRY W. BLOCH AWARD FOR OUTSTANDING COMMUNITY SERVICE: TEMPE GARRIOT (FRANCHISEE)	$5,000	PO BOX 160	NEWTON GROVE	NC	28366
EQUAL JUSTICE AMERICA
					PUBLIC	GRANT FOR MATCH	$200	13540 E BOUNDARY ROAD BLDG 11 STE	MIDLOTHIAN	VA	23112	204
FOLLY THEATER
					PUBLIC	CASH FOR CHAMPIONS: BARBARA MUSTAIN	$100	PO BOX 26505	KANSAS CITY	MO	64196
FREMAR FOUNDATION FOR ACCORDIAN ARTS
					PUBLIC	GRANT FOR MATCH	$200	2816 W 87TH TERRACE	LEAWOOD	KS	66206
FRIENDS OF CHAMBER MUSIC
					PUBLIC	FUNDS TO SUPPORT ONGOING OPERATION OF THE 2012 - 2013 PERFORMANCE SEASON	$13,500	4635 WYANDOTTE STE 201	KANSAS CITY	MO	64112
FRIENDS OF CHAMBER MUSIC
					PUBLIC	GRANT FOR MATCH	$2,000	4635 WYANDOTTE STE 201	KANSAS CITY	MO	64112
GEORGIA TECH FOUNDATION
					PUBLIC	GRANT FOR MATCH	$2,500	190 NORTH AVE	ATLANTA	GA	30313
GOOD SHEPHERD CATHOLIC SCHOOL
					PUBLIC	GRANT FOR MATCH	$1,000	12800 W 75TH STREET	SHAWNEE	KS	66216
GRANDVIEW ASSISTANCE PROGRAM
					PUBLIC	BIG FREEZE ENERGY REPRIEVE	$5,000	1121 MAIN STREET	GRANDVIEW	MO	64030
GREATER KANSAS CITY COMMUNITY FOUNDATION
					PUBLIC	GRANT FOR MATCH	$15,000	1055 BROADWAY SUITE 130	KANSAS CITY	MO	64105
HABITAT FOR HUMANITY CHOPTANK
					PUBLIC	GRANT FOR MATCH	$1,000	PO BOX 2366	EASTON	MD	21601
HALL CENTER FOR THE HUMANITIES
					PUBLIC	GRANT FOR MATCH	$3,000	900 SUNNYSIDE AVE	LAWRENCE	KS	66045
HARRIMAN-JEWELL SERIES
					PUBLIC	FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS	$8,500	WILLIAM JEWELL COLLEGE 500 COLLEGE	LIBERTY	MO	64068	HILL BOX 1015
HARRY S TRUMAN LIBRARY INSTITUTE
					PUBLIC	GRANT FOR MATCH	$2,000	500 W US HIGHWAY 24	INDEPENDENCE	MO	640501798
HARRY S TRUMAN LIBRARY INSTITUTE
					PUBLIC	GRANT FOR MATCH	$1,000	500 W US HIGHWAY 24	INDEPENDENCE	MO	640501798
HARVARD UNIVERSITY
					PUBLIC	GRANT FOR MATCH	$3,000	RECORDING SECRETARY 124 MOUNT	CAMBRIDGE	MA	02138	AUBURN STREET
HARVESTERS - THE COMMUNITY FOOD NETWORK
					PUBLIC	FUNDS TO SUPPORT FOOD ASSISTANCE PROVIDED FOR LOW-INCOME INDIVIDUALS AND FAMILIES DURING 2012	$25,000	3801 TOPPING AVENUE	KANSAS CITY	MO	64129
HEART OF AMERICA COMMUNITY AIDS PARTNERSHIP UNITED WAY OF GKC
					PUBLIC	FUNDS TO SUPPORT COLLABORATIVE GRANTMAKING ACTIVITIES FOR AIDS SERVICE ORGANIZATIONS	$10,000	1080 WASHINGTON	KANSAS CITY	MO	641052249
HIGH ASPIRATIONS
					PUBLIC	FUNDS TO SUPPORT ORGANIZATIONAL CAPACITY BUILDING	$5,000	6320 BROOKSIDE PLAZE SUITE 263	KANSAS CITY	MO	64113
HILLSDALE COLLEGE
					PUBLIC	GRANT FOR MATCH	$924	33 E COLLEGE ST	HILLSDALE	MI	49242
IOWA STATE UNIVERSITY
					PUBLIC	GRANT FOR MATCH	$250	2505 UNIVERSITY BLVD PO BOX 2230	AMES	IA	500102230
JACKSON COUNTY CASA
					PUBLIC	JACKSON COUNTY CASA - OPERATIONAL SUPPORT	$10,000	2544 HOLMES	KANSAS CITY	MO	64108
JACKSON COUNTY HISTORICAL SOCIETY
					PUBLIC	GRANT FOR MATCH	$200	PO BOX 4241	INDEPENDENCE	MO	64051
JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC
					PUBLIC	HENRY W. BLOCH AWARD FOR OUTSTANDING COMMUNITY SERVICE - KAREN OROSCO (FSO-KC)	$5,000	4049 PENNSYLVANIA AVENUE SUITE 150	KANSAS CITY	MO	641113006
KANSAS CITY ART INSTITUTE
					PUBLIC	FUNDS TO SUPPORT ONGOING OPERATION OF THE H&R BLOCK ARTSPACE	$16,500	4415 WARWICK BLVD	KANSAS CITY	MO	64111
KANSAS CITY BALLET
					PUBLIC	COMMUNITY EDUCATION PROGRAMS	$20,000	500 W PERSHING ROAD	KANSAS CITY	MO	641082430
KANSAS CITY CARE CLINIC
					PUBLIC	BRIDGING THE FUTURE CAMPAIGN	$25,000	3515 BROADWAY	KANSAS CITY	MO	64111
KANSAS CITY FRIENDS OF ALVIN AILEY
					PUBLIC	KANSAS CITY FRIENDS OF ALVIN AILEY YEAR ROUND ARTS EDUCATION PROGRAMMING	$11,500	1714 EAST 18TH STREET	KANSAS CITY	MO	64108
KANSAS CITY HOSPICE & PALLIATIVE CARE
					PUBLIC	REDUNDANT WATER SYSTEM FOR KANSAS CITY HOSPICE HOUSE	$25,000	9221 WARD PARKWAY SUITE 100	KANSAS CITY	MO	64114
KANSAS CITY JEWISH MUSEUM
					PUBLIC	FUNDS TO SUPPORT THE WOMEN TO WATCH 2012: FIBER/TEXTILES EXHIBIT FROM MAY - JUNE 2012	$2,500	5500 WEST 123RD STREET	OVERLAND PARK	KS	66209
KANSAS CITY PUBLIC LIBRARY DISTRICT
					PUBLIC	BUILDING A COMMUNITY OF READERS	$25,000	14 WEST 10TH STREET	KANSAS CITY	MO	64105
KANSAS CITY REPERTORY THEATRE
					PUBLIC	FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS	$13,500	4825 TROOST AVENUE SUITE 101	KANSAS CITY	MO	64110
KANSAS CITY RESCUE MISSION INC
					PUBLIC	ESTABLISHMENT OF THE KANSAS CITY RESCUE MISSION WOMEN'S CENTER	$45,000	1520 CHERRY	KANSAS CITY	MO	64108
KANSAS CITY SYMPHONY
					PUBLIC	FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS DURING THE 2012 - 2013 PERFORMANCE SEASON	$22,500	1703 WYANDOTTE STREET SUITE 200	KANSAS CITY	MO	64108
KANSAS CITY YOUNG AUDIENCES
					PUBLIC	ARTS PARTNERS PROGRAMMING FOR TITLE I SCHOOLS	$12,000	5601 WYANDOTTE	KANSAS CITY	MO	64113
KANSAS STATE UNIVERSITY FOUNDATION
					PUBLIC	GRANT FOR MATCH	$350	2323 ANDERSON AVE SUITE 500	MANHATTAN	KS	66502
KANSAS STATE UNIVERSITY FOUNDATION
					PUBLIC	GRANT FOR MATCH	$100	2323 ANDERSON AVE SUITE 500	MANHATTAN	KS	66502
KANSAS STATE UNIVERSITY FOUNDATION
					PUBLIC	GRANT FOR MATCH	$200	2323 ANDERSON AVE SUITE 500	MANHATTAN	KS	66502
KIDS TLC
					PUBLIC	KIDSTLC'S BRINGING OUR CHILDREN HOME; CONTINUING OUR JOURNEY CAPITAL CAMPAIGN	$25,000	480 S ROGERS ROAD	OLATHE	KS	660621706
LAKEMARY CENTER
					PUBLIC	FUNDS TO RENOVATION AND EXPANSION EFFORTS OF THE TIME FOR RENEWAL CAMPAIGN.	$25,000	100 LAKEMARY DRIVE PO BOX 449	PAOLA	KS	66071
LANDON SCHOOL
					PUBLIC	GRANT FOR MATCH	$2,500	6101 WILSON LANE	BETHESDA	MD	20817
LAZARUS MINISTRIES OF GRAND AVENUE TEMPLE
					PUBLIC	LAZARUS TABLE KITCHEN RENOVATION	$9,800	205 EAST 9TH STREET	KANSAS CITY	MO	64106
LOCAL INITIATIVES SUPPORT CORPORATION - LISC
					PUBLIC	ONGOING OPERATION OF NEIGHBORHOODS NOW, CENTERS FOR FINANCIAL OPPORTUNITY, AND THE GKC SUPPORT PROGRAM	$100,000	600 BROADWAY SUITE 280	KANSAS CITY	MO	641051536
LUNG CANCER RESEARCH FOUNDATION
					PUBLIC	GRANT FOR MATCH	$5,000	800 THIRD AVE 6TH FLOOR	NEW YORK	NY	10022
LYRIC OPERA OF KANSAS CITY INC
					PUBLIC	LYRIC OPERA 2012/2013 SEASON	$17,000	1725 HOLMES	KANSAS CITY	MO	64108
MATTIE RHODES COUNSELING & ARTS CENTER
					PUBLIC	LATINO CIVIC ENGAGEMENT COLLABORATIVE (LCEC), METRO-WIDE HISPANIC NEEDS ASSESSMENT	$10,000	1740 JEFFERSON	KANSAS CITY	MO	64108
MAYOR'S ARTS TASK FORCE FUND AT THE GKCCF
					PUBLIC	FUNDS TO SUPPORT THE MAYOR'S TASK FORCE FOR THE ARTS	$5,000	1055 BROADWAY SUITE 130	KANSAS CITY	MO	64105
METROPOLITAN COMMUNITY COLLEGE FOUNDATION
					PUBLIC	FUNDS TO SUPPORT EMERGENCY ASSISTANCE NEEDS FOR HENRY W. BLOCH SCHOLARS DURING 2012.	$1,672	3200 BROADWAY	KANSAS CITY	MO	64111
METROPOLITAN COMMUNITY COLLEGE FOUNDATION
					PUBLIC	FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR HENRY W. BLOCH SCHOLARS	$20,250	3200 BROADWAY	KANSAS CITY	MO	64111
METROPOLITAN COMMUNITY COLLEGE FOUNDATION
					PUBLIC	FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR HENRY W. BLOCH SCHOLARS	$7,775	3200 BROADWAY	KANSAS CITY	MO	64111
METROPOLITAN COMMUNITY COLLEGE FOUNDATION
					PUBLIC	FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR HENRY W. BLOCH SCHOLARS	$22,250	3200 BROADWAY	KANSAS CITY	MO	64111
METROPOLITAN LUTHERAN MINISTRY
					PUBLIC	BREAKFAST MINISTRY	$17,500	3031 HOLMES	KANSAS CITY	MO	64109
MID AMERICA ASSISTANCE COALITION
					PUBLIC	FUNDS TO SUPPORT ONGOING PROGRAMS TO PROVIDE EMERGENCY ASSISTANCE FOR LOW-INCOME FAMILIES	$25,000	1 WEST ARMOUR BLVD SUITE 301	KANSAS CITY	MO	64111
MID AMERICA ASSISTANCE COALITION
					PUBLIC	FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS DURING 2012	$10,000	1 WEST ARMOUR BLVD SUITE 301	KANSAS CITY	MO	64111
MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION
					PUBLIC	FUNDS TO SUPPORT IMPLEMENTATION OF THE GREATER KANSAS CITY HOMELESSNESS TASK FORCE INITIATIVE	$25,000	600 BROADWAY SUITE 200	KANSAS CITY	MO	64105
MID-SHORE COMMUNITY FOUNDATION INC
					PUBLIC	GRANT FOR MATCH	$1,000	102 EAST DOVER STREET	EASTON	MD	21655
MILES OF SMILES
					PUBLIC	CASH FOR CHAMPIONS- DAVID MILES	$100	6301 NORTH OAK TRAFFICWAY SUITE 204	GLADSTONE	MO	64118
MILES OF SMILES
					PUBLIC	DIGITAL X-RAY SENSORS	$8,000	6301 NORTH OAK TRAFFICWAY SUITE 204	GLADSTONE	MO	64118
MISSOURI & KANSAS 2020 VISION
					PUBLIC	FUNDS TO DEVELOP A WEBSITE AND DATABASE FOR ALUMNI ENGAGEMENT	$7,500	4223 NORTH 127TH STREET	KANSAS CITY	KS	66109
MISSOURI COLLEGE ADVISING CORPS AT THE UNIVERSITY OF MISSOURI-COLUMBIA
					PUBLIC	ENHANCING COLLEGE PLANNING TRAINING IN THE KANSAS CITY REGION	$32,000	46 JESSE HALL UNIVERSITY OF	COLUMBIA	MO	65211	MISSOURI
MISSOURI COLLEGES FUND INC
					PUBLIC	NEED-BASED SCHOLARSHIPS FOR KC AREA STUDENTS RECEIVING TEACHERS FIRST SCHOLARSHIPS	$2,500	3401 WEST TRUMAN BLVD SUITE 202	JEFFERSON CITY	MO	65109
MOCSA
					PUBLIC	MOCSA SUPPORT	$10,000	3100 BROADWAY	KANSAS CITY	MO	64111
MORNING GLORY MINISTRIES
					PUBLIC	FUNDS TO SUPPORT ASSOCIATE ENGAGEMENT AND VOLUNTEER EFFORTS DURING 2012	$2,500	416 W 12TH ST	KANSAS CITY	MO	64105
MORNING GLORY MINISTRIES
					PUBLIC	CASH FOR CHAMPIONS: PAUL MANLEY (FSO)	$100	416 W 12TH ST	KANSAS CITY	MO	64105
MOUNT MERCY UNIVERSITY
					PUBLIC	GRANT FOR MATCH	$500	1330 ELMHURST DR NE	CEDAR RAPIDS	IA	524024797
NATIONAL AUDUBON SOCIETY
					PUBLIC	GRANT FOR MATCH	$1,000	225 VARICK ST 7TH FLOOR	NEW YORK	NY	10014
NEBRASKA HUMANE SOCIETY
					PUBLIC	GRANT FOR MATCH	$5,000	8929 FORT STREET	OMAHA	NE	68134
NEIGHBORHOOD HOUSING SERVICES OF KANSAS CITY MISSOURI
					PUBLIC	CAPITAL CAMPAIGN - NEW NHS HEADQUARTERS	$10,000	5835 TROOST	KANSAS CITY	MO	64110
NEIGHBORHOOD SELF HELP FUND UNITED WAY OF GREATER KANSAS CITY
					PUBLIC	NEIGHBORHOOD SELF HELP FUND (NSHF)	$5,000	1080 WASHINGTON	KANSAS CITY	MO	64105
NEW REFORM TEMPLE
					PUBLIC	GRANT IN MEMORY OF JACK NACHMAN	$1,000	7100 MAIN	KANSAS CITY	MO	64114
NEWHOUSE
					PUBLIC	NEWHOUSE FINANCIAL DASHBOARD AND DONOR STRATEGY PROJECTS	$4,570	PO BOX 240019	KANSAS CITY	MO	64124
NORTHERN MICHIGAN REGIONAL HEALTH SYSTEM FOUNDATION
					PUBLIC	GRANT FOR MATCH	$6,000	360 CONNABLE AVE	PETOSKEY	MI	49770
NORTHLAND EARLY EDUCATION CENTER
					PUBLIC	PLAYGROUND IMPROVEMENT PROJECT	$6,700	8630 N OAK TRAFFICWAY	KANSAS CITY	MO	64155
NORTHLAND HEALTH CARE ACCESS
					PUBLIC	HEALTH INFORMATION TECHNOLOGY PROJECT- MIGRATION OF DATA TO NEW HIT SYSTEM	$5,600	PO BOX 14414	PARKVILLE	MO	64152
NORTHWESTERN MEMORIAL FOUNDATION
					PUBLIC	GRANT FOR MATCH	$2,500	251 E HURAN ST SUITE 3-200	CHICAGO	IL	60611
OAKHILL DAY SCHOOL
					PUBLIC	GRANT FOR MATCH	$500	7019 N CHERRY STREET	GLADSTONE	MO	64118
OAKHILL DAY SCHOOL
					PUBLIC	GRANT FOR MATCH	$500	7019 N CHERRY STREET	GLADSTONE	MO	64118
OPERATION BREAKTHROUGH
					PUBLIC	OPERATION BREAKTHROUGH COLLABORATIVE	$15,000	3039 TROOST	KANSAS CITY	MO	64109
OZANAM
					PUBLIC	GENERAL OPERATING SUPPORT FOR OZANAM'S PROGRAMS	$6,000	421 EAST 137TH STREET	KANSAS CITY	MO	64145
PITTSBURG STATE UNIVERSITY
					PUBLIC	GRANT FOR MATCH	$100	401 EAST FORD	PITTSBURG	KS	66762
REGIS UNIVERSITY
					PUBLIC	GRANT FOR MATCH	$1,000	3333 REGIS BLVD B-16	DENVER	CO	802211099
RESTART INC
					PUBLIC	FUNDS TO SUPPORT TRAINING AND TECHNICAL ASSISTANCE FOR TRAUMA-INFORMED CARE	$21,300	918 E 9TH STREET	KANSAS CITY	MO	64106
SAINT LUKE'S HOSPITAL FOUNDATION
					PUBLIC	GRANT FOR MATCH	$1,000	4225 BALTIMORE AVENUE	KANSAS CITY	MO	64111
SAINT LUKE'S HOSPITAL FOUNDATION
					PUBLIC	GRANT FOR MATCH	$200	4225 BALTIMORE AVENUE	KANSAS CITY	MO	64111
SAINT LUKE'S HOSPITAL FOUNDATION
					PUBLIC	GRANT FOR MATCH	$10,090	4225 BALTIMORE AVENUE	KANSAS CITY	MO	64111
SALVATION ARMY KANSAS & WESTERN MISSOURI DIVISION
					PUBLIC	CASH FOR CHAMPIONS: BRYCE LAUSCH	$100	3637 BROADWAY	KANSAS CITY	MO	64111
SAN DIEGO HUMANE SOCIETY & SPCA
					PUBLIC	CASH FOR CHAMPIONS: DIANE LIPINSKI (FIELD)	$400	5500 GAINES ST	SAN DIEGO	CA	92110
SHEFFIELD PLACE
					PUBLIC	CLINICAL SERVICES FOR HOMELESS CHILDREN	$6,000	6604 EAST 12TH STREET	KANSAS CITY	MO	64126
SMITH COLLEGE
					PUBLIC	GRANT FOR MATCH	$3,000	33 ELM STREET	NORTHAMPTON	MA	010630024
SOUTHERN METHODIST UNIVERSITY
					PUBLIC	GRANT FOR MATCH	$2,000	PO BOX 750402	DALLAS	TX	75275
ST JOSEPH SCHOOL
					PUBLIC	GRANT FOR MATCH	$1,000	5901 FLINT	SHAWNEE	KS	66203
STATE FAIR COMMUNITY COLLEGE FOUNDATION
					PUBLIC	GRANT FOR MATCH	$1,000	3201 W 16TH ST	SEDALIA	MO	653012188
SUMMERFEST CONCERTS INC
					PUBLIC	FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS	$3,000	PO BOX 22697	KANSAS CITY	MO	641130697
SUPPORTING KIDS FOUNDATION
					PUBLIC	GRANT FOR MATCH	$5,000	21617 W 98TH TERRACE	LENEXA	KS	66220
SYMPHONY LEAGUE OF KANSAS CITY
					PUBLIC	GRANT FOR MATCH	$2,000	1703 WYANDOTTE ST STE 200	KANSAS CITY	MO	64108
THE ARTS COUNCIL OF METROPOLITAN KANSAS CITY
					PUBLIC	TO DEVELOP ARTSKC FUNDERS POOL FOR COLLABORATIVE GRANTMAKING FOR AREA SMALL ARTS ORGS	$15,000	906 GRAND SUITE 10B	KANSAS CITY	MO	64106
THE COMMUNITY OF THE GOOD SHEPHERD
					PUBLIC	FUNDS TO SUPPORT INITIAL YEAR EXPENSES FOR OFF-SITE DATA STORAGE	$3,290	10101 JAMES A REED ROAD	KANSAS CITY	MO	64134
THE COTERIE
					PUBLIC	FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS	$8,000	2450 GRAND	KANSAS CITY	MO	64108
THE FOOD ALLERGY & ANAPHLAXIS NETWORK
					PUBLIC	CASH FOR CHAMPIONS: CATHERINE STEWART	$400	11781 LEE JACKSON HWY 160	FAIRFAX	VA	22033
THE JAMIE FUND
					PUBLIC	OUTSTANDING COMMUNITY SERVICE AWARDS: MELISSA HEALEY (SEASONAL)	$500	PO BOX 256	MANSFIELD	MA	02048
THE LEUKEMIA & LYMPHOMA SOCIETY
					PUBLIC	GRANT FOR MATCH	$6,666	6811 SHAWNEE MISSION PKWY SUITE 202	SHAWNEE MISSION	KS	66202
THE NELSON GALLERY FOUNDATION
					PUBLIC	GRANT FOR MATCH	$200	4525 OAK STREET	KANSAS CITY	MO	64111
THE NELSON GALLERY FOUNDATION
					PUBLIC	GRANT FOR MATCH	$15,000	4525 OAK STREET	KANSAS CITY	MO	64111
THE NELSON GALLERY FOUNDATION
					PUBLIC	GRANT FOR MATCH	$1,000	4525 OAK STREET	KANSAS CITY	MO	64111
THE PAUL MESNER PUPPETS INC
					PUBLIC	FUNDS TO SUPPORT THE 25TH ANNIVERSARY SEASON	$6,000	1006 LINWOOD BLVD	KANSAS CITY	MO	64109
THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
					PUBLIC	FUNDS TO SUPPORT ASSOCIATE ENGAGEMENT AND VOLUNTEER EFFORTS DURING 2012	$2,000	5200 OAK STREET	KANSAS CITY	MO	64112
THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
					PUBLIC	FUNDS TO PURCHASE EQUIPMENT NECESSARY TO RESUME OPERATIONS	$10,000	5200 OAK STREET	KANSAS CITY	MO	64112
THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
					PUBLIC	SENIOR COMPANION PROGRAM	$5,000	5200 OAK STREET	KANSAS CITY	MO	64112
TOY AND MINIATURE MUSEUM
					PUBLIC	GRANT FOR MATCH	$6,334	5235 OAK STREET	KANSAS CITY	MO	64112
TRIALITY
					PUBLIC	WHEELCHAIR ACCESSIBLE VAN	$10,000	920 SOUTH KENT SUITE A	LIBERTY	MO	64068
TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION
					PUBLIC	CHRONIC CARE SCALABILITY AND RESOURCE STEWARDSHIP PROJECT	$45,000	2310 HOLMES SUITE 735	KANSAS CITY	MO	64108
US NAVY MEMORIAL FOUNDATION
					PUBLIC	GRANT FOR MATCH	$200	701 PENNSYLVANIA AVE NW	WASHINGTON	DC	20004
UMKC FOUNDATION
					PUBLIC	FUNDS TO SUPPORT EMERGENCY ASSISTANCE NEEDS FOR HENRY W. BLOCH SCHOLARS DURING 2012.	$2,100	300B ADMINISTRATIVE CENTER 5100	KANSAS CITY	MO	64110	ROCKHILL ROAD
UMKC FOUNDATION
					PUBLIC	FUNDS TO SUPPORT EMERGENCY ASSISTANCE NEEDS FOR HENRY W. BLOCH SCHOLARS DURING 2012.	$300	300B ADMINISTRATIVE CENTER 5100	KANSAS CITY	MO	64110	ROCKHILL ROAD
UMKC FOUNDATION
					PUBLIC	FUNDS TO SUPPORT EMERGENCY ASSISTANCE NEEDS FOR HENRY W. BLOCH SCHOLARS DURING 2012.	$1,239	300B ADMINISTRATIVE CENTER 5100	KANSAS CITY	MO	64110	ROCKHILL ROAD
UMKC FOUNDATION
					PUBLIC	FUNDS TO SUPPORT EMERGENCY ASSISTANCE NEEDS FOR HENRY W. BLOCH SCHOLARS DURING 2012.	$807	300B ADMINISTRATIVE CENTER 5100	KANSAS CITY	MO	64110	ROCKHILL ROAD
UMKC FOUNDATION
					PUBLIC	FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR HENRY W. BLOCH SCHOLARS	$87,416	300B ADMINISTRATIVE CENTER 5100	KANSAS CITY	MO	64110	ROCKHILL ROAD
UMKC FOUNDATION
					PUBLIC	GRANT FOR MATCH	$1,600	300B ADMINISTRATIVE CENTER 5100	KANSAS CITY	MO	64110	ROCKHILL ROAD
UMKC FOUNDATION
					PUBLIC	GRANT FOR MATCH	$13,400	300B ADMINISTRATIVE CENTER 5100	KANSAS CITY	MO	64110	ROCKHILL ROAD
UMKC FOUNDATION
					PUBLIC	RESEARCH: MAPPING ACCESS TO SENIOR SERVICES IN KANSAS CITY	$2,700	300B ADMINISTRATIVE CENTER 5100	KANSAS CITY	MO	64110	ROCKHILL ROAD
UMKC FOUNDATION
					PUBLIC	GRANT IN HONOR OF JOAN CURRAN- WIFE OF FORMER BOARD MEMBER CHARLES CURRAN, FRIENDS OF THE LIBRARY UMKC	$500	300B ADMINISTRATIVE CENTER 5100	KANSAS CITY	MO	64110	ROCKHILL ROAD
UMKC FOUNDATION
					PUBLIC	FUNDS TO SUPPORT CLASSROOM RENOVATIONS AT THE BLOCH SCHOOL	$100,000	300B ADMINISTRATIVE CENTER 5100	KANSAS CITY	MO	64110	ROCKHILL ROAD
UNICORN THEATRE
					PUBLIC	FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATION	$8,000	3828 MAIN STREET	KANSAS CITY	MO	64111
UNITED WAY OF GREATER KANSAS CITY
					PUBLIC	FUNDS TO SUPPORT UNITED FOR HOPE/UNITED TO HELP IN 2012	$25,000	PO BOX 877888 801 WEST 47TH STREET	KANSAS CITY	MO	64187	SUITE 500
UNIVERSITY AT BUFFALO FOUNDATION
					PUBLIC	GRANT FOR MATCH	$500	BOX 900	BUFFALO	NY	142260900
UNIVERSITY OF CALGARY
DEVELOPMENT OFFICE CRAIG HALL 2500	CALGARY	ALBERTA	CA	T2N4N1	PUBLIC	GRANT FOR MATCH	$1,000						UNIVERSITY DR NW
UNIVERSITY OF CENTRAL MISSOURI FOUNDATION
					PUBLIC	GRANT FOR MATCH	$100	SMISER ALUMNI CENTER	WARRENSBURG	MO	64093
UNIVERSITY OF IOWA FOUNDATION
					PUBLIC	GRANT FOR MATCH	$1,000	PO BOX 4550	IOWA CITY	IA	522444550
UNIVERSITY OF IOWA FOUNDATION
					PUBLIC	GRANT FOR MATCH	$375	PO BOX 4550	IOWA CITY	IA	522444550
UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION
					PUBLIC	GRANT FOR MATCH	$240	1891 CONSTANT AVE	LAWRENCE	KS	66047
UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION
					PUBLIC	GRANT FOR MATCH	$1,000	1891 CONSTANT AVE	LAWRENCE	KS	66047
UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION
					PUBLIC	KU CANCER CENTER ADMINISTRATION & NATIONAL CANCER INSTITUTE DESIGNATION APPLICATION	$62,500	1891 CONSTANT AVE	LAWRENCE	KS	66047
UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION
					PUBLIC	GRANT FOR MATCH	$2,000	1891 CONSTANT AVE	LAWRENCE	KS	66047
UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION
					PUBLIC	GRANT FOR MATCH	$100	1891 CONSTANT AVE	LAWRENCE	KS	66047
UNIVERSITY OF MICHIGAN
					PUBLIC	GRANT FOR MATCH	$400	DEPT CH 10189	PALATINE	IL	600550189
UNIVERSITY OF MISSOURI-COLUMBIA
					PUBLIC	GRANT FOR MATCH	$640	109 REYNOLDS ALUMNI CENTER	COLUMBIA	MO	65211
UNIVERSITY OF MISSOURI-COLUMBIA
					PUBLIC	GRANT FOR MATCH	$100	109 REYNOLDS ALUMNI CENTER	COLUMBIA	MO	65211
UNIVERSITY OF MISSOURI-COLUMBIA
					PUBLIC	GRANT FOR MATCH	$125	109 REYNOLDS ALUMNI CENTER	COLUMBIA	MO	65211
UNIVERSITY OF MISSOURI-COLUMBIA
					PUBLIC	GRANT FOR MATCH	$300	109 REYNOLDS ALUMNI CENTER	COLUMBIA	MO	65211
UNIVERSITY OF NEVADA-LAS VEGAS FOUNDATION
					PUBLIC	GRANT FOR MATCH	$250	4505 MARYLAND PARKWAY BOX 451006	LAS VEGAS	NV	891540021
UNIVERSITY OF WASHINGTON FOUNDATION
					PUBLIC	GRANT FOR MATCH	$1,000	GIFT PROCESSING BOX 359505	SEATTLE	WA	981956505
UNIVERSITY OF WASHINGTON FOUNDATION
					PUBLIC	GRANT FOR MATCH	$1,000	GIFT PROCESSING BOX 359505	SEATTLE	WA	981956505
UNIVERSITY OF WASHINGTON FOUNDATION
					PUBLIC	GRANT FOR MATCH	$1,000	GIFT PROCESSING BOX 359505	SEATTLE	WA	981956505
VASSAR COLLEGE
					PUBLIC	GRANT FOR MATCH	$5,000	124 RAYMOND AVENUE	POUGHKEEPSIE	NY	12604
WARTBURG COLLEGE
					PUBLIC	GRANT FOR MATCH	$100	100 WARTBURG BLVD	WAVERLY	IA	506770903
WASHINGTON UNIVERSITY
					PUBLIC	GRANT FOR MATCH	$500	ONE BROOKINGS DRIVE CAMPUS BOX 1082	ST LOUIS	MO	631304899
WILDWOOD OUTDOOR EDUCATION CENTER
					PUBLIC	FUNDS TO SUPPORT ONGOING OPERATION OF THE SUMMER LEARNING PROGRAM	$6,000	7095 WEST 399TH STREET	LA CYGNE	KS	66040

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1640169	TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (17 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
ARGENTINE NEIGHBORHOOD DEVELOPMENT ASSOCIATION
PO BOX 6146	KANSAS CITY	KS	66106	PUBLIC	PLEDGED GRANT	$15,000
CASA OF JOHNSON & WYANDOTTE COUNTIES
5700 BROADMOOR STREET SUITE 201	MISSION	KS	66202	PUBLIC	PLEDGED GRANT	$4,000
HARVESTERS - THE COMMUNITY FOOD NETWORK
3801 TOPPING AVENUE	KANSAS CITY	MO	64129	PUBLIC	PLEDGED GRANT	$34,000
HEALTH PARTNERSHIP CLINIC OF JOHNSON COUNTY
7171 W 95TH ST	OVERLAND PARK	KS	66212	PUBLIC	PLEDGED GRANT	$46,500
HISPANIC SCHOLARSHIP FUND AT THE GREATER KANSAS CITY COMMUNITY FOUNDATION
1055 BROADWAYSUITE 130	KANSAS CITY	MO	64105	PUBLIC	PLEDGED GRANT	$10,000
KANSAS CITY CARE CLINIC
3515 BROADWAY	KANSAS CITY	MO	64111	PUBLIC	PLEDGED GRANT	$25,000
KC HEALTHY KIDS
650 MINNESOTA AVENUE	KANSAS CITY	KS	66101	PUBLIC	PLEDGED GRANT	$54,000
LOCAL INITIATIVES SUPPORT CORPORATION - LISC
600 BROADWAY SUITE 280	KANSAS CITY	MO	64105	PUBLIC	PLEDGED GRANT	$100,000
MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION
600 BROADWAY SUITE 200	KANSAS CITY	MO	64105	PUBLIC	PLEDGED GRANT	$25,000
NEIGHBORHOOD HOUSING SERVICES OF KANSAS CITY MISSOURI
5835 TROOST	KANSAS CITY	MO	64110	PUBLIC	PLEDGED GRANT	$10,000
OPERATION BREAKTHROUGH
3039 TROOST	KANSAS CITY	MO	64109	PUBLIC	PLEDGED GRANT	$15,000
SALVATION ARMY KANSAS & WESTERN MISSOURI DIVISION
3637 BROADWAY	KANSAS CITY	MO	64111	PUBLIC	PLEDGED GRANT	$27,000
SUPPORT KANSAS CITY INC
5960 DEARBORN SUITE 200	MISSION	KS	66202	PUBLIC	PLEDGED GRANT	$15,000
THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
5200 OAK STREET	KANSAS CITY	MO	64112	PUBLIC	PLEDGED GRANT	$25,000
UNITED WAY OF GREATER KANSAS CITY
PO BOX 877888 801 WEST 47TH STREET	KANSAS CITY	MO	64187	PUBLIC	PLEDGED GRANT	$25,000	SUITE 500
YMCA OF GREATER KANSAS CITY
3100 BROADWAY SUITE 1020	KANSAS CITY	MO	64111	PUBLIC	PLEDGED GRANT	$25,000
YOUTH SYMPHONY OF KANSAS CITY
5960 DEARBORN SUITE 206	MISSION	KS	66202	PUBLIC	PLEDGED GRANT	$3,500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Approved Future	459000	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$2,138	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$290,813	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$4,970,991	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$594,992	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$5,858,934	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	5858934	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	HR BLOCK INC	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	ONE HR BLOCK WAY	AddressLine1
City	KANSAS CITY	City
State	MO	State
ZIP Code	64105	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	655029	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING AND AUDIT FEES	Category
Amount	$23,725	Amount
Net Investment Income	18980	NetInvestmentIncome
Disbursements Charitable Prps	4745	DisbursementsCharitablePrps

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

Field	Value	IRS element (for citing)
Return Reference	FORM 990-PF, PART VIII, LINE 1, OFFICER COMPENSATION	ReturnReference
Explanation	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. OFFICERS DAVID P. MILES AND CAREY WILKERSON LOONEY ARE EMPLOYEES OF AND PAID BY HRB MANAGEMENT, INC. PURSUANT TO THE FORM 990-PF INSTRUCTIONS, COMPENSATION PAID TO THE MANAGEMENT SERVICES COMPANY FOR THE SERVICES PROVIDED BY THE FOUNDATION OFFICERS IS REPORTED IN PART VIII, LINE 1 AS IF THE FOUNDATION HAD PAID THE OFFICERS DIRECTLY. OFFICER COMPENSATION REPORTED IN PART VIII, LINE 1 IS ALSO INCLUDED IN THE AMOUNT PAID TO HRB MANAGEMENT, INC. IN PART VIII, LINE 3.	Explanation

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (16 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
ARCHIPELAGO HOLDINGS CLASS A	FMV	5973999	5973999
DIMENSIONAL EMERGING MARKETS FUND	FMV	3677245	3677245
FIR TREE INTERNATIONAL VALUE FUND	FMV	1929457	1929457
GRUSS GLOBAL INVESTORS MASTER FUND	FMV	2430418	2430418
LONGLEAF PARTNERS FUND	FMV	3103922	3103922
IRONWOOD INTERNATIONAL	FMV	0	0
OCTAVIAN OFFSHORE FUND	FMV	1171048	1171048
OVERSTONE GLOBAL EQUITY FUND	FMV	2955789	2955789
SEMPER VIC PARTNERS (QP), L P	FMV	3082874	3082874
SSGA INTERMEDIATE CREDIT INDEX NL	FMV	3363871	3363871
SSGA INTERMEDIATE US GOVT BOND FUND	FMV	8442099	8442099
SSGA RUSSELL 3000 LENDING INDEX CTF	FMV	6547435	6547435
SSGA MSCI EAFE INDEX	FMV	7187527	7187527
WELLINGTON VERDE REALTY	FMV	53721	53721
VANGUARD DIVIDEND APPRECIATION FUND	FMV	2971310	2971310
WELLINGTON CTF DIH	FMV	5504233	5504233

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES	Category
Amount	$875	Amount
Net Investment Income	219	NetInvestmentIncome
Disbursements Charitable Prps	656	DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
INTEREST RECEIVABLE	0	62567	62567
DUE FROM MARION AND HENRY BLOCH FAMILY FOUNDATION	0	59821	59821

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (6 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INFORMATION TECHNOLOGY	22451	0	22451
SPECIAL EVENT EXPENSE	3945	0	3945
VOLUNTEER PROGRAM COSTS	3177	0	3177
SUBSCRIPTIONS/PUBLICATIONS	1802	90	1712
RETURNED GRANT FUNDS	-3247	0	0
MISCELLANEOUS	5037	252	4785

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
UNREALIZED GAIN ON INVESTMENTS	4970991	0	4970991
PASSTHROUGH INCOME FROM SCH K-1S	0	774431	0

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	ADJ TO BEGINNING NET ASSETS	Description
Amount	$1	Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	DUE TO HRB MANAGEMENT, INC.	Description
BOY Book Value	33477	BOYBookValue
EOY Book Value	37085	EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT ADVISOR AND SERVICE FEES	$159,845	159845	0
MANAGEMENT FEES	$290,427	43564	246863