2013-11-14T13:48:11-06:00 2012-12-31 420714325 MCGLADREY LLP 221 THIRD AVENUE SE STE 300 CEDAR RAPIDS IA 524011512 990PF 2012-01-01 454047901 MARION AND HENRY BLOCH FAMILY FOUNDATION MARI 8168544361 1 H R BLOCK WAY KANSAS CITY MO 64105 DAVID P MILES 8168544361 2013-11-14 1 KAY HEGARTY P00091057 3192985333 2012 2016-02-24 21:20:13Z X 236451390 X 229552213 458 458 5081416 5026953 32161188 100577936 32190432 -27229580 441227 239565695 37659070 0 0 0 24971 6243 18728 18434 14747 3687 418768 237028 181740 438000 0 0 7689 769 6920 10443 146 10297 918305 258933 221372 3245821 3245821 4164126 258933 3467193 235401569 37400137 246635 246635 990000 4426087 4426087 0 231685849 231685849 0 92819 92819 990000 236451390 236451390 0 59821 0 59821 X 990000 236391569 990000 236391569 990000 236451390 990000 235401569 0 236391569 0 236391569 COMMERCE BONDS D 78046429 68189137 9857292 9857292 OCTAVIAN P 8618 -8618 -8618 H & R BLOCK STOCK D 2012-04-25 2012-10-31 22310745 22310745 22310745 PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH P 10933 -10933 -10933 PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH P 177047 -177047 -177047 WELLINGTON CTF DIH P 1287 1287 0 0 PASSTHROUGH FROM SCH K-1 LOOMIS SAYLES P 30993 30993 30993 PASSTHROUGH FROM SCH K-1 LOOMIS SAYLES P 49412 49412 49412 LOOMIS SAYLES P 482 482 0 0 PASSTHROUGH FROM SCH K-1 SSGA US GOVT CREDIT BOND INDEX P 13431 13431 13431 PASSTHROUGH FROM SCH K-1 SSGA US GOVT CREDIT BOND INDEX P 125157 125157 125157 32190432 0 10000 487575 0.020510 0.020510 0.020510 118196488 2424210 374001 2798211 3467193 X 374001 0 374001 0 374001 438000 438000 X 63999 63999 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 5.00 0 0 0 THOMAS M BLOCH 1 H R BLOCK WAY KANSAS CITY MO 64105 5.00 0 0 0 ROBERT L BLOCH 1 H R BLOCK WAY KANSAS CITY MO 64105 0.50 0 0 0 MARY JO BROWN 1 H R BLOCK WAY KANSAS CITY MO 64105 0.50 0 0 0 WILLIAM A HALL 1 H R BLOCK WAY KANSAS CITY MO 64105 0.50 0 0 0 EDWARD T MATHENY JR 1 H R BLOCK WAY KANSAS CITY MO 64105 0.50 0 0 0 FRANK L SALIZZONI 1 H R BLOCK WAY KANSAS CITY MO 64105 0.50 0 0 0 MORTON I SOSLAND 1 H R BLOCK WAY KANSAS CITY MO 64105 0.50 0 0 0 ELIZABETH A UHLMANN 1 H R BLOCK WAY KANSAS CITY MO 64105 0.50 0 0 0 EVAGELINE RICH 1 H R BLOCK WAY KANSAS CITY MO 64105 0.50 0 0 0 DAVID P MILES - STMT 14 1 H R BLOCK WAY KANSAS CITY MO 64105 30.00 118274 14483 0 NONE 0 HRB MANAGEMENT INC 1 H R BLOCK WAY KANSAS CITY MO 64105 MANAGEMENT 187133 CAMBRIDGE ASSOCIATES LLC 100 SUMMER STREET BOSTON MA 02110 INVESTMENT ADVISOR 151598 0 0 117866407 2130028 0 119996435 0 0 119996435 1799947 118196488 5909824 5909824 374001 374001 5535823 0 5535823 0 5535823 3467193 0 3467193 374001 3093192 5535823 0 0 8864 8864 3467193 0 0 0 3467193 0 8864 8864 0 0 0 0 0 2059766 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. AVILA UNIVERSITY 11901 WORNALL ROAD KANSAS CITY MO 641459990 PUBLIC AVILA SCHOLARSHIP SUPPORT 10000 BLUE HILLS COMMUNITY SERVICES CORPORATION 3101 BROADWAY SUITE 770 KANSAS CITY MO 64111 PUBLIC 5008 BLUE HILLS CENTER AND CONTRACTOR INCUBATOR 50000 BOYS AND GIRLS CLUBS OF GREATER KANSAS CITY 6301 ROCKHILL ROAD KANSAS CITY MO 64131 PUBLIC INDEPENDENCE (FORMERLY LESLIE) UNIT RENOVATION AND EXPANSION 50000 CHILDREN'S CENTER FOR THE VISUALLY IMPAIRED 3101 MAIN STREET KANSAS CITY MO 64111 PUBLIC INFANT THERAPY PROGRAM REIMBURSEMENT 150000 ENDOWMENT FUND FOR THE HENRY W BLOCH SCHOOL OF MANAGEMENT AT THE GKCCF 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 PUBLIC FUNDS TO SUPPORT THE HENRY W. BLOCH SCHOOL OF MANAGEMENT 725000 ENDOWMENT FUND FOR THE HENRY W BLOCH SCHOOL OF MANAGEMENT AT THE GKCCF 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 PUBLIC FUNDS TO SUPPORT SPECIAL PROJECTS AT THE BLOCH SCHOOL OF MANAGEMENT 709098 ENDOWMENT FUND FOR THE HENRY W BLOCH SCHOOL OF MANAGEMENT AT THE GKCCF 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 PUBLIC FUNDS TO SUPPORT SALARY INCREASES 133165 FRANCIS INSTITUTE FOR CHILD & YOUTH DEVELOPMENT MCC- PENN VALLEY 3201 SOUTHWEST TRAFFICWAY KANSAS CITY MO 64111 PUBLIC DESIGN AND IMPLEMENTATION OF A CUSTOMIZED ONLINE LEARNING CENTER 50000 FRIENDS OF UNIVERSITY ACADEMY 4049 PENNSYLVANIA SUITE 400 KANSAS CITY MO 64111 PUBLIC GRANT FOR MATCH 6400 GREATER KANSAS CITY COMMUNITY FOUNDATION 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 PUBLIC GRANT FOR MATCH 15000 HARRIMAN-JEWELL SERIES WILLIAM JEWELL COLLEGE 500 COLLEGE HILL BOX 1015 LIBERTY MO 64068 PUBLIC GRANT FOR MATCH 3000 HARVESTERS - THE COMMUNITY FOOD NETWORK 3801 TOPPING AVENUE KANSAS CITY MO 64129 PUBLIC FUNDS TO SUPPORT FOOD ASSISTANCE PROVIDED FOR LOW-INCOME INDIVIDUALS AND FAMILIES 35000 HYMAN BRAND HEBREW ACADEMY 5801 WEST 115TH STREET SUITE 102 OVERLAND PARK KS 66211 PUBLIC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 1000 JEWISH COMMUNITY RELATIONS BUREAU-AMERICAN JEWISH COMMITTEE 5801 W 115TH SUITE 203 OVERLAND PARK KS 66211 PUBLIC IN HONOR OF LEO MORTON, HENRY W. BLOCH HUMAN RELATIONS AWARD RECIPIENT 30000 JEWISH FAMILY SERVICES 5801 WEST 115TH STREET SUITE 103 OVERLAND PARK KS 662111824 PUBLIC TO SUPPORT ORGANIZATIONAL TRANSITION AND A NATIONAL SEARCH FOR EXECUTIVE POSITIONS 27000 KANSAS CITY YOUNG AUDIENCES 5601 WYANDOTTE KANSAS CITY MO 64113 PUBLIC GRANT FOR MATCH 5000 KAUFFMAN CENTER FOR THE PERFORMING ARTS 1601 BROADWAY KANSAS CITY MO 64108 PUBLIC GRANT FOR MATCH 166 KAUFFMAN CENTER FOR THE PERFORMING ARTS 1601 BROADWAY KANSAS CITY MO 64108 PUBLIC FUNDS TO SUPPORT FINAL COSTS FOR THE PERFORMING ARTS CENTER 250000 KAUFFMAN CENTER FOR THE PERFORMING ARTS 1601 BROADWAY KANSAS CITY MO 64108 PUBLIC GRANT FOR MATCH 500 KCPT- PUBLIC TELEVISION 19 125 E 31ST STREET KANSAS CITY MO 64108 PUBLIC ACQUISITION OF THE BRIDGE AAA PUBLIC RADIO 150000 KEMPER MUSEUM OF CONTEMPORARY ART 4420 WARWICK BLVD KANSAS CITY MO 64111 PUBLIC FUNDS TO SUPPORT ANNUAL PATRON MEMBERSHIP 1000 METROPOLITAN COMMUNITY COLLEGE FOUNDATION 3200 BROADWAY KANSAS CITY MO 64111 PUBLIC GRANT IN HONOR OF DUNN FAMILY RECOGNITION AT THE 2012 MCC FOUNDATION GALA 5000 METROPOLITAN COMMUNITY COLLEGE FOUNDATION 3200 BROADWAY KANSAS CITY MO 64111 PUBLIC FOR EQUIPMENT AND TECHNOLOGY AT PENN VALLEY COMMUNITY COLLEGE 50000 MID AMERICA ASSISTANCE COALITION 1 WEST ARMOUR BLVD SUITE 301 KANSAS CITY MO 64111 PUBLIC ONGOING PROGRAMS TO PROVIDE EMERGENCY ASSISTANCE FOR LOW-INCOME FAMILIES 35000 MIDWEST CENTER FOR HOLOCAUST EDUCATION 5801 WEST 115TH STREET SUITE 106 OVERLAND PARK KS 66211 PUBLIC ASSOCIATE LEVEL MEMBERSHIP TO SUPPORT HOLOCAUST EDUCATION 100 NEW REFORM TEMPLE 7100 MAIN KANSAS CITY MO 64114 PUBLIC FUNDS TO SUPPORT A SPECIAL CAMPAIGN FOR THE BUDGET SHORTFALL 5000 NEW REFORM TEMPLE 7100 MAIN KANSAS CITY MO 64114 PUBLIC GRANT IN MEMORY OF LEON BLOCH 2500 SAINT LUKE'S HOSPITAL FOUNDATION 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 PUBLIC FUNDS TO SUPPORT CONSTRUCTION OF THE SAINT LUKE'S HOSPICE HOUSE 100000 SETON CENTER FAMILY & HEALTH SERVICES 2816 EAST 23RD STREET KANSAS CITY MO 64127 PUBLIC SOCIAL AND DENTAL SERVICES EXPANSION 75000 SWOPE HEALTH SERVICES 3801 BLUE PARKWAY KANSAS CITY MO 64130 PUBLIC INTERIM SUPPORT FOR UNINSURED PATIENTS 50000 THE ARTS COUNCIL OF METROPOLITAN KANSAS CITY 906 GRAND SUITE 10B KANSAS CITY MO 64106 PUBLIC TO DEVELOP THE ARTSKC FUNDERS POOL FOR COLLABORATIVE GRANTMAKING FOR AREA SMALL ARTS ORGS 20000 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 PUBLIC GRANT FOR MATCH 15000 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 PUBLIC FUNDS TO SUPPORT THE BUSINESS COUNCIL 100000 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 PUBLIC TO COLLECT ORAL HISTORIES OF THE ART COLLECTIONS OF THE BLOCH, SOSLAND, AND HALL FAMILIES 7000 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 PUBLIC FUNDS TO SUPPORT THE SHUTTLECORK WINE EVENT IN JANUARY 2013 25000 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 PUBLIC GRANT FOR MATCH 1000 THE TEMPLE CONGREGATION B'NAI JEHUDAH 12320 NALL AVE OVERLAND PARK KS 66209 PUBLIC GRANT FOR MATCH 960 TOY AND MINIATURE MUSEUM 5235 OAK STREET KANSAS CITY MO 64112 PUBLIC GRANT FOR MATCH 332 TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION 2310 HOLMES SUITE 735 KANSAS CITY MO 64108 PUBLIC BETTER HEALTH FOR A BETTER LIFE 250000 TURNER HOUSE CHILDREN'S CLINIC 21 NORTH 12TH STREET SUITE 300 KANSAS CITY KS 66102 PUBLIC FUNDS TO ADD AND EQUIP A TREATMENT/PROCEDURE ROOM AT THE CLINIC 19000 UMKC FOUNDATION 300B ADMINISTRATIVE CENTER 5100 ROCKHILL ROAD KANSAS CITY MO 64110 PUBLIC GRANT FOR MATCH 5000 UMKC FOUNDATION 300B ADMINISTRATIVE CENTER 5100 ROCKHILL ROAD KANSAS CITY MO 64110 PUBLIC GRANT FOR MATCH 13000 UMKC FOUNDATION 300B ADMINISTRATIVE CENTER 5100 ROCKHILL ROAD KANSAS CITY MO 64110 PUBLIC GRANT FOR MATCH 4000 UMKC FOUNDATION 300B ADMINISTRATIVE CENTER 5100 ROCKHILL ROAD KANSAS CITY MO 64110 PUBLIC IN HONOR OF LANNY SOLOMON, ASSOCIATE DEAN, HENRY W. BLOCH SCHOOL OF MANAGEMENT 1000 UMKC FOUNDATION 300B ADMINISTRATIVE CENTER 5100 ROCKHILL ROAD KANSAS CITY MO 64110 PUBLIC GRANT FOR MATCH 5000 UMKC FOUNDATION 300B ADMINISTRATIVE CENTER 5100 ROCKHILL ROAD KANSAS CITY MO 64110 PUBLIC GRANT FOR MATCH 5000 UMKC FOUNDATION 300B ADMINISTRATIVE CENTER 5100 ROCKHILL ROAD KANSAS CITY MO 64110 PUBLIC GRANT FOR MATCH 8400 UNITED WAY OF GREATER KANSAS CITY PO BOX 877888 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64187 PUBLIC FUNDS TO SUPPORT UNITED FOR HOPE/ UNITED TO HELP 2012 25000 UNITED WAY OF GREATER KANSAS CITY PO BOX 877888 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64187 PUBLIC GRANT FOR MATCH 10000 UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION 1891 CONSTANT AVE LAWRENCE KS 66047 PUBLIC GRANT FOR MATCH 6000 VILLAGE SHALOM INC 5500 W 123RD STREET OVERLAND PARK KS 66209 PUBLIC GRANT FOR MATCH 200 WAYSIDE WAIFS KANSAS CITY HUMANE SOCIETY 3901 MARTHA TRUMAN ROAD KANSAS CITY MO 64137 PUBLIC GRANT FOR MATCH 1000 3245821 0 14 458 14 5081416 14 18 32161188 UNREALIZED LOSS ON INVESTMENTS 14 -27229580 0 10013482 0 10013482 0 0 0 0 0 0 0 0 0 0 X X 1 MARION HENRY BLOCH 6400 WENONGA TERRACE SHAWNEE MISSION KS 66205 99000000 X X 2 MARION HENRY BLOCH 6400 WENONGA TERRACE SHAWNEE MISSION KS 66205 130552213 X 1 $158,465 CASH; $76,955,870 OF COMMERCE BONDS; $21,885,665 OF SHARES H&R BLOCK 99000000 2012-04-25 2 COMMERCE BONDS 130552213 2012-09-17 ACCOUNTING AND AUDIT FEES 18434 14747 3687 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. OFFICER DAVID P. MILES IS AN EMPLOYEE OF AND IS 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 OFFICER IS REPORTED IN PART VIII, LINE 1 AS IF THE FOUNDATION HAD PAID THE OFFICER 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. WELLINGTON CTF DIH FMV 7048690 7048690 LOOMIS SAYLES FMV 5434319 5434319 SCHWAB - DOUBLELINE TOTAL RETURN FMV 5141492 5141492 SSGA - INTERMED US GOVT/CREDIT BOND FMV 14860033 14860033 GRUSS GLOBAL INVESTORS FMV 2061320 2061320 OCTAVIAN OFFSHORE FUND FMV 1737267 1737267 FIR TREE INTL VALUE FUND FMV 2246910 2246910 COVALENT CAPITAL PARTNERS FMV 2178808 2178808 MASON CAPITAL LTD FMV 1895296 1895296 COMMERCE BONDS FMV 125241156 125241156 SCHWAB - DFA EMERGING MKTS FMV 10443300 10443300 SCHWAB - VANGUARD DEVELOPED MKTS FMV 26121165 26121165 SCHWAB - VANGUARD DIV APPR FMV 6192080 6192080 SCHWAB - VANGUARD RUSSELL 3000 FMV 14038309 14038309 SCHWAB - FIRST PACIFIC ADVISORS FMV 7045704 7045704 LEGAL FEES 24971 6243 18728 INTEREST RECEIVABLE 0 92819 92819 INFORMATION TECHNOLOGY 5627 0 5627 SPECIAL EVENT EXPENSE 1899 0 1899 SUBSCRIPTIONS/PUBLICATIONS 1021 51 970 MISCELLANEOUS 1896 95 1801 PASSTHROUGH INCOME FROM SCH K-1S 0 441227 0 UNREALIZED LOSS ON INVESTMENTS -27229580 -27229580 DUE TO HRB MANAGEMENT, INC. 0 59821 INVESTMENT ADVISOR AND SERVICE FEES 207765 207765 0 MANAGEMENT FEES 187133 28070 159063 CONSULTING FEES 19870 993 18877 PUBLIC RELATIONS 4000 200 3800 EXCISE TAXES 438000 0 0