H & R BLOCK FOUNDATION
Cite this
Plain text H & R BLOCK FOUNDATION. furp.org, nonprofit organization profile, tax years 2012–2024. https://furp.org/org/237378232. Retrieved 2026-10-21.
APA furp.org. (n.d.). H & R BLOCK FOUNDATION [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 21, 2026, from https://furp.org/org/237378232
MLA “H & R BLOCK FOUNDATION.” furp.org, tax years 2012–2024, https://furp.org/org/237378232. Accessed 21 Oct. 2026.
Retrieved 2026-10-21; covers tax years 2012–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $3.3M · expenses $4.3M · assets $68.3M
- EIN
- 23-7378232
- Address
- 4801 MAIN ST STE 400, KANSAS CITY, MO 64112-2930
- Website
- HRBLOCKFOUNDATION.ORG
- NTEE code
- T22
- Subsection
- 501(c)(3)
- Ruling year
- 1974
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
10 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| David P Miles | PRESIDENT | 2020-2024 | $106,731 | $440,390 | 2 |
| Kris Wilcoxson | VP OF FIN & ADMIN | 2021-2024 | $59,920 | $180,514 | 2 |
| Valerie Salazar | GRANTMAKING PRIN | 2022-2024 | $60,434 | $115,450 | 2 |
| Jean-Paul Chaurand | EXECUTIVE VP | 2024 | $56,265 | $56,265 | 9 |
| Carey Wilkerson Looney - See Stmt 1 (former) | SECRETARY | 2014-2018 | $80,810 | $364,074 | 1 |
| David P Miles - See Stmt 15 (former) | PRESIDENT | 2014-2017 | $62,307 | $251,778 | 2 |
| Carey Wilkerson Looney - Stmt 14 (former) | VICE PRESIDENT & SECRETARY | 2012-2013 | $55,798 | $149,045 | 1 |
| David P Miles - Stmt 14 (former) | PRESIDENT | 2012-2013 | $65,103 | $146,470 | 2 |
| Carey Wilkerson-Looney (former) | SECRETARY | 2020 | $120,532 | $120,532 | 1 |
| David P Miles - See Stmt 14 (former) | PRESIDENT | 2018 | $64,430 | $64,430 | 2 |
Officers and directors, no compensation reported
15 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Leo Morton | DIRECTOR | 2020-2024 | 0 | $0 reported | 24 |
| Bruce C Davison | VICE CHAIRMAN & DIRECTOR | 2013-2024 | 0 | $0 reported | 6 |
| Thomas M Bloch | CHAIRMAN & DIRECTOR | 2012-2024 | 3 | $0 reported | 6 |
| William A Hall | TREASURER & DIRECTOR | 2012-2024 | 0 | $0 reported | 2 |
| John R Phillips | DIRECTOR | 2017-2024 | 0 | $0 reported | 8 |
| Debbie Sosland-Edelman | ASSISTANT TREASURER | 2022-2024 | 0 | $0 reported | 2 |
| Heather R Watts | SECRETARY & DIRECTOR | 2020-2024 | 0 | $0 reported | 1 |
| Tiffany Scalzitti Monroe | DIRECTOR | 2022-2024 | 0 | $0 reported | 1 |
| Thomas A Gerke (former) | FORMER SECRETARY & DIRECTOR | 2014-2022 | 0 | $0 reported | 1 |
| Scott W Andreasen (former) | ASSISTANT TREASURER | 2020-2021 | 0 | $0 reported | 2 |
| Henry W Bloch (former) | CHAIRMAN EMERITUS, DIRECTOR | 2012-2018 | 5 | $0 reported | 3 |
| Edward T Matheny Jr (former) | DIRECTOR | 2012-2018 | 0 | $0 reported | 2 |
| Morton I Sosland (former) | DIRECTOR | 2012-2018 | 0 | $0 reported | 2 |
| Evangeline Rich (former) | ASSISTANT TREASURER | 2012-2018 | 0 | $0 reported | 1 |
| Frank L Salizzoni (former) | DIRECTOR | 2012 | 0 | $0 reported | 2 |
People by year
2024 · 12 people listed · 4 paid, $283K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID P MILES | PRESIDENT | 10 | $95,917 | - | $10,814 | $106,731 | 2 |
| VALERIE SALAZAR | GRANTMAKING PRIN | 16 | $51,964 | - | $8,470 | $60,434 | 2 |
| KRIS WILCOXSON | VP OF FIN & ADMIN | 10 | $54,905 | - | $5,015 | $59,920 | 2 |
| JEAN-PAUL CHAURAND | EXECUTIVE VP | 8 | $50,517 | - | $5,748 | $56,265 | 9 |
| BRUCE C DAVISON | VICE CHAIRMAN & DIRECTOR | 0 | $0 | - | $0 | $0 | 6 |
| HEATHER R WATTS | SECRETARY & DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| THOMAS M BLOCH | CHAIRMAN & DIRECTOR | 3 | $0 | - | $0 | $0 | 6 |
| WILLIAM A HALL | TREASURER & DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| JOHN R PHILLIPS | DIRECTOR | 0 | $0 | - | $0 | $0 | 8 |
| LEO E MORTON | DIRECTOR | 0 | $0 | - | $0 | $0 | 24 |
| TIFFANY SCALZITTI MONROE | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| DEBBIE SOSLAND-EDELMAN | ASSISTANT TREASURER | 0 | $0 | - | $0 | $0 | 2 |
2023 · 9 people listed · 1 paid, $99K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID P MILES | PRESIDENT | 10 | $91,338 | - | $7,973 | $99,311 | 2 |
| THOMAS M BLOCH | Chairman & Director | 3 | $0 | - | $0 | $0 | 6 |
| BRUCE C DAVISON | VICE CHAIRMAN & DIRECTOR | 0 | $0 | - | $0 | $0 | 6 |
| WILLIAM A HALL | TREASURER & DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| HEATHER R WATTS | SECRETARY & DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| LEO E MORTON | Director | 0 | $0 | - | $0 | $0 | 24 |
| JOHN R PHILLIPS | DIRECTOR | 0 | $0 | - | $0 | $0 | 8 |
| TIFFANY SCALZITTI MONROE | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| DEBBIE SOSLAND-EDELMAN | ASSISTANT TREASURER | 0 | $0 | - | $0 | $0 | 2 |
2022 · 12 people listed · 3 paid, $199K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID P MILES | PRESIDENT | 9 | $80,928 | - | $6,845 | $87,773 | 2 |
| KRIS WILCOXSON | ACCOUNTANT | 11 | $51,584 | - | $4,759 | $56,343 | 2 |
| VALERIE SALAZAR | GRANTMAKING PRINCIPA | 16 | $47,680 | - | $7,336 | $55,016 | 2 |
| THOMAS M BLOCH | CHAIRMAN & DIRECTOR | 3 | $0 | - | $0 | $0 | 6 |
| BRUCE C DAVISON | VICE CHAIRMAN & DIRECTOR | 0 | $0 | - | $0 | $0 | 6 |
| THOMAS A GERKE | FORMER SECRETARY & DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| WILLIAM A HALL | TREASURER & DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| DEBBIE SOSLAND-EDELMAN | ASSISTANT TREASURER | 0 | $0 | - | $0 | $0 | 2 |
| LEO E MORTON | DIRECTOR | 0 | $0 | - | $0 | $0 | 24 |
| JOHN R PHILLIPS | DIRECTOR | 0 | $0 | - | $0 | $0 | 8 |
| HEATHER R WATTS | SECRETARY & DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| TIFFANY SCALZITTI MONROE | director | 0 | $0 | - | $0 | $0 | 1 |
2021 · 10 people listed · 2 paid, $136K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID P MILES | PRESIDENT | 10 | $68,312 | - | $3,900 | $72,212 | 2 |
| KRIS WILCOXSON | ACCOUNTANT | 0 | $59,564 | - | $4,687 | $64,251 | 2 |
| THOMAS M BLOCH | CHAIRMAN, TREASURER & DIRECTOR | 3 | $0 | - | $0 | $0 | 6 |
| BRUCE C DAVISON | VICE CHAIRMAN & DIRECTOR | 0 | $0 | - | $0 | $0 | 6 |
| THOMAS A GERKE | SECRETARY & DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| WILLIAM A HALL | TREASURER & DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| SCOTT W ANDREASEN | ASSISTANT TREASURER | 0 | $0 | - | $0 | $0 | 2 |
| LEO E MORTON | DIRECTOR | 0 | $0 | - | $0 | $0 | 24 |
| JOHN R PHILLIPS | DIRECTOR | 0 | $0 | - | $0 | $0 | 8 |
| HEATHER R WATTS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2020 · 10 people listed · 2 paid, $195K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CAREY WILKERSON-LOONEY | SECRETARY | 30 | $104,636 | - | $15,896 | $120,532 | 1 |
| DAVID P MILES | PRESIDENT | 10 | $67,980 | - | $6,383 | $74,363 | 2 |
| THOMAS M BLOCH | CHAIRMAN, TREASURER & DIRECTOR | 3 | $0 | - | $0 | $0 | 6 |
| BRUCE C DAVISON | VICE CHAIRMAN & DIRECTOR | 0 | $0 | - | $0 | $0 | 6 |
| THOMAS A GERKE | SECRETARY & DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| WILLIAM A HALL | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| JOHN R PHILLIPS | DIRECTOR | 0 | $0 | - | $0 | $0 | 8 |
| SCOTT W ANDREASEN | ASSISTANT TREASURER | 0 | $0 | - | $0 | $0 | 2 |
| LEO E MORTON | DIRECTOR | 0 | $0 | - | $0 | $0 | 24 |
| HEATHER R WATTS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2018 · 11 people listed · 2 paid, $145K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CAREY WILKERSON LOONEY - SEE STMT 1 | SECRETARY | 30 | $68,901 | - | $11,909 | $80,810 | 1 |
| DAVID P MILES - SEE STMT 14 | PRESIDENT | 10 | $58,400 | - | $6,030 | $64,430 | 2 |
| HENRY W BLOCH | CHAIRMAN EMERITUS, DIRECTOR | 5 | $0 | - | $0 | $0 | 3 |
| THOMAS M BLOCH | CHAIRMAN, TREASURER, DIRECTOR | 5 | $0 | - | $0 | $0 | 6 |
| BRUCE C DAVISON | VICE CHAIRMAN, DIRECTOR | 0 | $0 | - | $0 | $0 | 6 |
| THOMAS A GERKE | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| WILLIAM A HALL | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| EDWARD T MATHENY JR | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| JOHN R PHILLIPS | DIRECTOR | 0 | $0 | - | $0 | $0 | 8 |
| MORTON I SOSLAND | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| EVANGELINE RICH | ASSISTANT TREASURER | 0 | $0 | - | $0 | $0 | 1 |
2017 · 11 people listed · 2 paid, $139K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CAREY WILKERSON LOONEY - SEE STMT 1 | SECRETARY | 30 | $64,737 | - | $11,589 | $76,326 | 1 |
| DAVID P MILES - SEE STMT 15 | PRESIDENT | 10 | $56,524 | - | $5,783 | $62,307 | 2 |
| HENRY W BLOCH | CHAIRMAN EMERITUS, DIRECTOR | 5 | $0 | - | $0 | $0 | 3 |
| THOMAS M BLOCH | CHAIRMAN, TREASURER, DIRECTOR | 5 | $0 | - | $0 | $0 | 6 |
| BRUCE C DAVISON | VICE CHAIRMAN, DIRECTOR | 0 | $0 | - | $0 | $0 | 6 |
| THOMAS A GERKE | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| WILLIAM A HALL | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| EDWARD T MATHENY JR | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| JOHN R PHILLIPS | DIRECTOR | 0 | $0 | - | $0 | $0 | 8 |
| MORTON I SOSLAND | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| EVANGELINE RICH | ASSISTANT TREASURER | 0 | $0 | - | $0 | $0 | 1 |
2016 · 10 people listed · 2 paid, $137K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CAREY WILKERSON LOONEY - SEE STMT 1 | VICE PRESIDENT & SECRETARY | 28 | $58,828 | - | $12,052 | $70,880 | 1 |
| DAVID P MILES - SEE STMT 15 | PRESIDENT | 13 | $59,260 | - | $6,561 | $65,821 | 2 |
| HENRY W BLOCH | CHAIRMAN, TREASURER, DIREC | 5 | $0 | - | $0 | $0 | 3 |
| THOMAS M BLOCH | VICE CHAIRMAN, DIRECTOR | 5 | $0 | - | $0 | $0 | 6 |
| BRUCE C DAVISON | DIRECTOR | 0 | $0 | - | $0 | $0 | 6 |
| THOMAS A GERKE | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| WILLIAM A HALL | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| EDWARD T MATHENY JR | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| MORTON I SOSLAND | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| EVANGELINE RICH | ASSISTANT TREASURER | 0 | $0 | - | $0 | $0 | 1 |
2015 · 10 people listed · 2 paid, $130K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CAREY WILKERSON LOONEY - SEE STMT 1 | VICE PRESIDENT & SECRETARY | 28 | $56,501 | - | $11,439 | $67,940 | 1 |
| DAVID P MILES - SEE STMT 15 | PRESIDENT | 13 | $56,113 | - | $6,140 | $62,253 | 2 |
| HENRY W BLOCH | CHAIRMAN, TREASURER, DIREC | 5 | $0 | - | $0 | $0 | 3 |
| THOMAS M BLOCH | VICE CHAIRMAN, DIRECTOR | 5 | $0 | - | $0 | $0 | 6 |
| BRUCE C DAVISON | DIRECTOR | 0 | $0 | - | $0 | $0 | 6 |
| THOMAS A GERKE | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| WILLIAM A HALL | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| EDWARD T MATHENY JR | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| MORTON I SOSLAND | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| EVANGELINE RICH | ASSISTANT TREASURER | 0 | $0 | - | $0 | $0 | 1 |
2014 · 10 people listed · 2 paid, $130K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CAREY WILKERSON LOONEY - SEE STMT 1 | VICE PRESIDENT & SECRETARY | 28 | $56,802 | - | $11,316 | $68,118 | 1 |
| DAVID P MILES - SEE STMT 15 | PRESIDENT | 13 | $55,333 | - | $6,064 | $61,397 | 2 |
| HENRY W BLOCH | CHAIRMAN, TREASURER, DIRECTOR | 5 | $0 | - | $0 | $0 | 3 |
| THOMAS M BLOCH | VICE CHAIRMAN, DIRECTOR | 5 | $0 | - | $0 | $0 | 6 |
| BRUCE C DAVISON | DIRECTOR | 0 | $0 | - | $0 | $0 | 6 |
| THOMAS A GERKE | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| WILLIAM A HALL | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| EDWARD T MATHENY JR | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| MORTON I SOSLAND | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| EVANGELINE RICH | ASSISTANT TREASURER | 0 | $0 | - | $0 | $0 | 1 |
2013 · 9 people listed · 2 paid, $121K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID P MILES - STMT 14 | PRESIDENT | 14 | $58,663 | - | $6,440 | $65,103 | 2 |
| CAREY WILKERSON LOONEY - STMT 14 | VICE PRESIDENT & SECRETARY | 24 | $46,477 | - | $9,321 | $55,798 | 1 |
| HENRY W BLOCH | CHAIRMAN, TREASURER, DIRECTOR | 5 | $0 | - | $0 | $0 | 3 |
| THOMAS M BLOCH | VICE CHAIRMAN, DIRECTOR | 5 | $0 | - | $0 | $0 | 6 |
| BRUCE C DAVISON | DIRECTOR | 0 | $0 | - | $0 | $0 | 6 |
| WILLIAM A HALL | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| EDWARD T MATHENY JR | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| MORTON I SOSLAND | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| EVANGELINE RICH | ASSISTANT TREASURER | 0 | $0 | - | $0 | $0 | 1 |
2012 · 9 people listed · 2 paid, $175K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CAREY WILKERSON LOONEY - STMT 14 | VICE PRESIDENT & SECRETARY | 34 | $78,868 | - | $14,379 | $93,247 | 1 |
| DAVID P MILES - STMT 14 | PRESIDENT | 18 | $72,491 | - | $8,876 | $81,367 | 2 |
| HENRY W BLOCH | CHAIRMAN, TREASURER, DIRECTOR | 5 | $0 | - | $0 | $0 | 3 |
| THOMAS M BLOCH | VICE CHAIRMAN, DIRECTOR | 5 | $0 | - | $0 | $0 | 6 |
| WILLIAM A HALL | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| EDWARD T MATHENY JR | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| MORTON I SOSLAND | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| FRANK L SALIZZONI | DIRECTOR | 0 | $0 | - | $0 | $0 | 2 |
| EVANGELINE RICH | ASSISTANT TREASURER | 0 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 2 contractors · $166K
| Name | Location | Service | Paid |
|---|---|---|---|
| CAMBRIDGE ASSOCIATES | BOSTON, MA | INVESTMENT CONSULTING | $115,202 |
| FORVIS MAZARS LLP | KANSAS CITY, MO | ACCOUNTING SERVICES | $50,574 |
2023 · 1 contractor · $110K
| Name | Location | Service | Paid |
|---|---|---|---|
| Cambridge Associates | Boston, MA | INVESTMENT CONSULTING | $110,220 |
2022 · 1 contractor · $133K
| Name | Location | Service | Paid |
|---|---|---|---|
| Cambridge Associates LLC | BOSTON, MA | Investment Consultin | $132,723 |
2021 · 1 contractor · $70K
| Name | Location | Service | Paid |
|---|---|---|---|
| Cambridge Associates LLC | BOSTON, MA | Investment Consultin | $70,285 |
2020 · 1 contractor · $99K
| Name | Location | Service | Paid |
|---|---|---|---|
| Cambridge Associates LLC | BOSTON, MA | Investment Consultin | $98,864 |
2018 · 2 contractors · $468K
| Name | Location | Service | Paid |
|---|---|---|---|
| HRB MANAGEMENT INC | KANSAS CITY, MO | MANAGEMENT | $336,534 |
| CAMBRIDGE ASSOCIATES LLC | BOSTON, MA | INVESTMENT ADVISOR | $131,863 |
2017 · 2 contractors · $436K
| Name | Location | Service | Paid |
|---|---|---|---|
| HRB MANAGEMENT INC | KANSAS CITY, MO | MANAGEMENT | $299,278 |
| CAMBRIDGE ASSOCIATES LLC | BOSTON, MA | INVESTMENT ADVISOR | $137,176 |
2016 · 2 contractors · $441K
| Name | Location | Service | Paid |
|---|---|---|---|
| HRB MANAGEMENT INC | KANSAS CITY, MO | MANAGEMENT | $314,947 |
| CAMBRIDGE ASSOCIATES LLC | BOSTON, MA | INVESTMENT ADVISOR | $125,886 |
2015 · 2 contractors · $395K
| Name | Location | Service | Paid |
|---|---|---|---|
| HRB MANAGEMENT INC | KANSAS CITY, MO | MANAGEMENT | $308,900 |
| CAMBRIDGE ASSOCIATES LLC | BOSTON, MA | INVESTMENT ADVISOR | $85,794 |
2014 · 2 contractors · $374K
| Name | Location | Service | Paid |
|---|---|---|---|
| HRB MANAGEMENT INC | KANSAS CITY, MO | MANAGEMENT | $287,688 |
| CAMBRIDGE ASSOCIATES LLC | BOSTON, MA | INVESTMENT ADVISOR | $86,260 |
2013 · 2 contractors · $328K
| Name | Location | Service | Paid |
|---|---|---|---|
| HRB MANAGEMENT INC | KANSAS CITY | MANAGEMENT | $259,994 |
| CAMBRIDGE ASSOCIATES LLC | BOSTON | INVESTMENT ADVISOR | $68,455 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 0 grants to organizations · $0 · 1 summary line · $3.0M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2023 · 1 grant to organizations · $19 · 1 summary line · $3.0M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2022 · 1 grant to organizations · $8 · 1 summary line · $2.9M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2021 · 133 grants to organizations · $2.6M
2020 · 134 grants to organizations · $2.6M
2018 · 187 grants to organizations · $2.6M
2017 · 185 grants to organizations · $2.7M
2016 · 168 grants to organizations · $2.7M
2015 · 175 grants to organizations · $2.8M
2014 · 184 grants to organizations · $3.3M
2013 · 193 grants to organizations · $2.9M
2012 · 191 grants to organizations · $1.6M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2020 · 1 contributor · $250K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | HR BLOCK INC | Person | KANSAS CITY, MO | $250,000 | - | Form 990PF Sch. B, 2020 · filing |
2018 · 1 contributor · $231K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | H&R BLOCK INC | Organization or other | KANSAS CITY, MO | $231,200 | - | Form 990PF Sch. B, 2018 · filing |
2017 · 1 contributor · $230K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | H&R BLOCK INC | Organization or other | KANSAS CITY, MO | $230,000 | - | Form 990PF Sch. B, 2017 · filing |
2016 · 1 contributor · $208K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | H&R BLOCK INC | Organization or other | KANSAS CITY, MO | $208,500 | - | Form 990PF Sch. B, 2016 · filing |
2015 · 1 contributor · $155K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | HR BLOCK INC | Person | KANSAS CITY, MO | $154,700 | - | Form 990PF Sch. B, 2015 · filing |
2014 · 1 contributor · $186K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | HR BLOCK INC | Person | KANSAS CITY, MO | $186,200 | - | Form 990PF Sch. B, 2014 · filing |
2013 · 1 contributor · $167K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | HR BLOCK INC | Person | $167,300 | - | Form 990PF Sch. B, 2013 · filing |
2012 · 1 contributor · $655K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | HR BLOCK INC | Person | KANSAS CITY, MO | $655,029 | - | Form 990PF Sch. B, 2012 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $3,333,372 | $4,327,684 | $68,309,596 | $68,280,593 | - | - | $106,731 | - | - |
| 2023 · Form 990PF | ||||||||
| $2,791,959 | $4,190,984 | $66,354,706 | $66,315,980 | - | - | $91,338 | - | - |
| 2022 · Form 990PF | ||||||||
| $2,757,329 | $4,320,481 | $62,980,951 | $62,940,173 | $0 | - | $80,928 | - | - |
| 2021 · Form 990PF | ||||||||
| $10,522,062 | $3,771,869 | $74,399,989 | $74,362,858 | $0 | - | $68,312 | - | - |
| 2020 · Form 990PF | ||||||||
| $3,295,025 | $3,609,886 | $70,777,372 | $70,696,113 | $250,000 | - | $172,616 | - | - |
| 2018 · Form 990PF | ||||||||
| -$1,808,692 | $3,781,074 | $58,061,446 | $57,992,699 | $231,200 | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $9,747,136 | $3,587,708 | $63,648,132 | $63,582,465 | $230,000 | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $4,231,990 | $3,488,666 | $57,472,195 | $57,423,037 | $208,500 | - | $0 | - | - |
| 2015 · Form 990PF | ||||||||
| -$1,685,707 | $3,566,408 | $56,729,987 | $56,679,713 | $154,700 | - | $0 | - | - |
| 2014 · Form 990PF | ||||||||
| $1,599,917 | $3,969,358 | $61,986,971 | $61,931,828 | $186,200 | - | $0 | - | - |
| 2013 · Form 990PF | ||||||||
| $8,010,284 | $3,481,510 | $64,352,543 | $64,301,269 | $167,300 | - | $0 | - | - |
| 2012 · Form 990PF | ||||||||
| $6,513,963 | $2,150,536 | $59,809,580 | $59,772,495 | - | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| GATEWAY FOUNDATION TR | MO | T22 | $3,619,241 | $3,372,140 | DIRECTOR | $167,331 | Same NTEE code T22, revenue within 2x, same state |
| PAULA AND RODGER RINEY FOUNDATION | MO | T22 | $3,191,046 | $33,241,387 | MANAGING DIRECTOR | $329,019 | Same NTEE code T22, revenue within 2x, same state |
| LORDI MARKER FAMILY FOUNDATION | MO | T22 | $2,734,131 | $497,882 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| JOHN AND ALISON FERRING FAMILY FOUNDATION | MO | T22 | $2,962,555 | $501,991 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| THE LINDA AND HARVEY SALIGMAN CHARITABLE FOUNDATION | MO | T22 | $2,637,054 | $406,699 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| KRANZBERG FAMILY CHARITABLE FOUNDATION DTD 6-3-2000 | MO | T22 | $3,091,188 | $4,399,526 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| HELEN GREATHOUSE CHARITABLE TRUST | MO | T22 | $3,973,268 | $2,400,679 | TRUSTEE | $223,563 | Same NTEE code T22, revenue within 2x, same state |
| SLOAN PA & LDC CHARITABLE TRUST | MO | T22 | $2,630,999 | $2,417,613 | TRUSTEE | $219,901 | Same NTEE code T22, revenue within 2x, same state |
| K A H R FOUNDATION | MN | T22 | $3,334,823 | $13,152,622 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, similar name |
| BLH FOUNDATION | UT | T22 | $3,581,831 | $1,757,238 | Chairman | $0 | Same NTEE code T22, revenue within 2x, similar name |
| HAWK ROCK FOUNDATION | FL | T22 | $2,694,763 | $3,419,996 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, similar name |
| BCM FOUNDATION | CA | T22 | $3,386,067 | $3,735,502 | Trustee | $75,000 | Same NTEE code T22, revenue within 2x, similar name |
| BZL FOUNDATION | NY | T22 | $3,595,000 | $3,582,461 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, similar name |
| HRH FOUNDATION | CA | T22 | $4,399,873 | $4,146,648 | PRESIDENT AND DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, similar name |
| BGDG FOUNDATION | UT | T22 | $3,240,413 | $230,779 | President | $0 | Same NTEE code T22, revenue within 2x, similar name |
| BELK FOUNDATION | NC | T22 | $2,714,612 | $2,787,552 | EXECUTIVE DIRECTOR | $177,901 | Same NTEE code T22, revenue within 2x, similar name |
| HASI FOUNDATION | DE | T22 | $2,649,930 | $1,289,572 | Sec | $0 | Same NTEE code T22, revenue within 2x, similar name |
| ROCKSTAD FOUNDATION | ND | T22 | $3,239,045 | $464,734 | EXECUTIVE DIRECTOR | $140,000 | Same NTEE code T22, revenue within 2x, similar name |
| THE BLUE FOUNDATION | NJ | T22 | $2,808,338 | $775,907 | PRESIDENT, TREASURER | $0 | Same NTEE code T22, revenue within 2x, similar name |
| ROWAN FOUNDATION | IL | T22 | $3,931,929 | $2,243,786 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, similar name |
| FHS FOUNDATION | DE | T22 | $2,765,053 | $121,374 | Dir, Sec, Treas | $0 | Same NTEE code T22, revenue within 2x, similar name |
| ROEMER FOUNDATION | NJ | T22 | $3,270,064 | $2,883,666 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, similar name |
| BEDARI FOUNDATION | NY | T22 | $4,683,867 | $1,810,540 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, similar name |
| EOS FOUNDATION | MA | T22 | $3,649,882 | $4,156,680 | President | $410,548 | Same NTEE code T22, revenue within 2x, similar name |
| JMG FOUNDATION | NJ | T22 | $3,040,000 | $3,048,451 | 0 | $0 | Same NTEE code T22, revenue within 2x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $4,327,684 spent · pay $354,724 · grants $3,032,914 · events $1,128
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,032,914 | 70.1% | |
| Fees: other professional | $737,269 | 17.0% | |
| Other salaries and wages | $219,967 | 5.1% | |
| Pay: officers, directors, trustees | $106,731 | 2.5% | |
| Fees: accounting | $52,744 | 1.2% | |
| Occupancy | $49,849 | 1.2% | |
| Other expenses | $45,090 | 1.0% | |
| Taxes | $41,464 | 1.0% | |
| Pension plans and employee benefits | $28,026 | 0.6% | |
| Depreciation and depletion | $12,122 | 0.3% | |
| Travel, conferences and meetings | $1,128 | 0.0% | |
| Fees: legal | $380 | 0.0% | |
| Total | $4,327,684 | 100% |
2023 · Form 990PF · $4,190,984 spent · pay $327,682 · grants $2,978,925 · events $1,011
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,978,925 | 71.1% | |
| Fees: other professional | $671,379 | 16.0% | |
| Other salaries and wages | $202,755 | 4.8% | |
| Pay: officers, directors, trustees | $91,338 | 2.2% | |
| Taxes | $53,571 | 1.3% | |
| Other expenses | $52,304 | 1.2% | |
| Fees: accounting | $47,820 | 1.1% | |
| Occupancy | $44,784 | 1.1% | |
| Pension plans and employee benefits | $33,589 | 0.8% | |
| Depreciation and depletion | $12,354 | 0.3% | |
| Fees: legal | $1,154 | 0.0% | |
| Travel, conferences and meetings | $1,011 | 0.0% | |
| Total | $4,190,984 | 100% |
2022 · Form 990PF · $4,320,481 spent · pay $349,393 · grants $2,926,628 · events $936
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,926,628 | 67.7% | |
| Fees: other professional | $630,255 | 14.6% | |
| Taxes | $247,331 | 5.7% | |
| Other salaries and wages | $232,232 | 5.4% | |
| Pay: officers, directors, trustees | $80,928 | 1.9% | |
| Other expenses | $53,037 | 1.2% | |
| Occupancy | $48,585 | 1.1% | |
| Fees: accounting | $43,381 | 1.0% | |
| Pension plans and employee benefits | $36,233 | 0.8% | |
| Depreciation and depletion | $12,354 | 0.3% | |
| Fees: legal | $8,581 | 0.2% | |
| Travel, conferences and meetings | $936 | 0.0% | |
| Total | $4,320,481 | 100% |
2021 · Form 990PF · $3,771,869 spent · pay $372,097 · grants $2,646,028 · events $4,646
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,646,028 | 70.2% | |
| Fees: other professional | $480,077 | 12.7% | |
| Other salaries and wages | $270,471 | 7.2% | |
| Taxes | $114,554 | 3.0% | |
| Pay: officers, directors, trustees | $68,312 | 1.8% | |
| Fees: accounting | $64,169 | 1.7% | |
| Other expenses | $41,117 | 1.1% | |
| Pension plans and employee benefits | $33,314 | 0.9% | |
| Occupancy | $30,010 | 0.8% | |
| Fees: legal | $13,502 | 0.4% | |
| Depreciation and depletion | $5,669 | 0.2% | |
| Travel, conferences and meetings | $4,646 | 0.1% | |
| Total | $3,771,869 | 100% |
2020 · Form 990PF · $3,609,886 spent · pay $194,895 · grants $2,612,397 · events $4,706
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,612,397 | 72.4% | |
| Fees: other professional | $658,482 | 18.2% | |
| Pay: officers, directors, trustees | $172,616 | 4.8% | |
| Fees: accounting | $61,713 | 1.7% | |
| Fees: legal | $38,364 | 1.1% | |
| Other expenses | $29,391 | 0.8% | |
| Pension plans and employee benefits | $22,279 | 0.6% | |
| Taxes | $5,995 | 0.2% | |
| Travel, conferences and meetings | $4,706 | 0.1% | |
| Occupancy | $3,943 | 0.1% | |
| Total | $3,609,886 | 100% |
2018 · Form 990PF · $3,781,074 spent · pay $0 · grants $2,586,967 · events $13,614
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,586,967 | 68.4% | |
| Fees: other professional | $1,071,937 | 28.4% | |
| Fees: accounting | $64,071 | 1.7% | |
| Other expenses | $24,568 | 0.6% | |
| Travel, conferences and meetings | $13,614 | 0.4% | |
| Occupancy | $13,416 | 0.4% | |
| Fees: legal | $6,501 | 0.2% | |
| Total | $3,781,074 | 100% |
2017 · Form 990PF · $3,587,708 spent · pay $0 · grants $2,703,918 · events $13,069
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,703,918 | 75.4% | |
| Fees: other professional | $709,406 | 19.8% | |
| Fees: accounting | $63,113 | 1.8% | |
| Taxes | $51,280 | 1.4% | |
| Other expenses | $28,763 | 0.8% | |
| Occupancy | $13,416 | 0.4% | |
| Travel, conferences and meetings | $13,069 | 0.4% | |
| Fees: legal | $4,743 | 0.1% | |
| Total | $3,587,708 | 100% |
2016 · Form 990PF · $3,488,666 spent · pay $0 · grants $2,669,266 · events $12,724
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,669,266 | 76.5% | |
| Fees: other professional | $613,407 | 17.6% | |
| Taxes | $91,354 | 2.6% | |
| Fees: accounting | $60,060 | 1.7% | |
| Other expenses | $27,039 | 0.8% | |
| Occupancy | $13,416 | 0.4% | |
| Travel, conferences and meetings | $12,724 | 0.4% | |
| Fees: legal | $1,400 | 0.0% | |
| Total | $3,488,666 | 100% |
2015 · Form 990PF · $3,566,408 spent · pay $0 · grants $2,815,517 · events $5,102
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,815,517 | 78.9% | |
| Fees: other professional | $592,725 | 16.6% | |
| Fees: accounting | $68,648 | 1.9% | |
| Taxes | $56,330 | 1.6% | |
| Other expenses | $18,188 | 0.5% | |
| Occupancy | $6,864 | 0.2% | |
| Travel, conferences and meetings | $5,102 | 0.1% | |
| Fees: legal | $3,034 | 0.1% | |
| Total | $3,566,408 | 100% |
2014 · Form 990PF · $3,969,358 spent · pay $0 · grants $3,261,842 · events $11,552
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,261,842 | 82.2% | |
| Fees: other professional | $572,009 | 14.4% | |
| Taxes | $50,000 | 1.3% | |
| Fees: accounting | $44,619 | 1.1% | |
| Other expenses | $21,416 | 0.5% | |
| Travel, conferences and meetings | $11,552 | 0.3% | |
| Fees: legal | $7,920 | 0.2% | |
| Total | $3,969,358 | 100% |
2013 · Form 990PF · $3,481,510 spent · pay $0 · grants $2,945,497 · events $18,444
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,945,497 | 84.6% | |
| Fees: other professional | $431,976 | 12.4% | |
| Fees: accounting | $48,102 | 1.4% | |
| Other expenses | $37,316 | 1.1% | |
| Travel, conferences and meetings | $18,444 | 0.5% | |
| Fees: legal | $175 | 0.0% | |
| Total | $3,481,510 | 100% |
2012 · Form 990PF · $2,150,536 spent · pay $0 · grants $1,640,169 · events $2,330
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,640,169 | 76.3% | |
| Fees: other professional | $450,272 | 20.9% | |
| Other expenses | $33,165 | 1.5% | |
| Fees: accounting | $23,725 | 1.1% | |
| Travel, conferences and meetings | $2,330 | 0.1% | |
| Fees: legal | $875 | 0.0% | |
| Total | $2,150,536 | 100% |