Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
H & R BLOCK FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)1 H R BLOCK WAY   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO64105
A Employer identification number

23-7378232
B Telephone number (see instructions)

(816) 854-4361
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$64,352,543J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 167,300
2 Check bullet
3 Interest on savings and temporary cash investments 904 904  
4 Dividends and interest from securities...... 463,308 279,918  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,540,764
b Gross sales price for all assets on line 6a 3,777,577
7 Capital gain net income (from Part IV, line 2)... 2,395,010
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 4,838,008 700,959  
12 Total. Add lines 1 through 11........ 8,010,284 3,376,791  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 175 44   131
b Accounting fees (attach schedule)....... Click to see attachment 48,102 38,482   9,620
c Other professional fees (attach schedule).... Click to see attachment 431,976 188,463   220,995
17 Interest...............        
18 Taxes (attach schedule) (see instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 18,444 1,844   16,600
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 37,316 414   32,349
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 536,013 229,247   279,695
25 Contributions, gifts, grants paid........ 2,945,497 2,945,497
26 Total expenses and disbursements. Add lines 24 and 25 3,481,510 229,247   3,225,192
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,528,774
b Net investment income (if negative, enter -0-) 3,147,544
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 12,938    
2 Savings and temporary cash investments.......... 1,279,306 2,981,288 2,981,288
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 58,394,948 Click to see attachment61,336,975 61,336,975
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment122,388 Click to see attachment34,280 Click to see attachment34,280
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 59,809,580 64,352,543 64,352,543
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment37,085 Click to see attachment51,274
23 Total liabilities (add lines 17 through 22).......... 37,085 51,274
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 35,584,560 35,584,560
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 24,187,935 28,716,709
30 Total net assets or fund balances (see page 17 of the
instructions).................... 59,772,495 64,301,269
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 59,809,580 64,352,543
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 59,772,495
2 Enter amount from Part I, line 27a..................... 2 4,528,774
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 64,301,269
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 64,301,269
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH P    
b PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH P    
c WELLINGTON CTF DIH P    
d PASSTHROUGH FROM SCHED K-1 SEMPER VIC P    
e PASSTHROUGH FROM SCHED K-1 SEMPER VIC P    
PASSTHROUGH FROM SCH K-1 SSGA INTERMEDIATE US CREDIT INDEX P    
PASSTHROUGH FROM SCH K-1 SSGA INTERMEDIATE US CREDIT INDEX P    
SSGA INTERMEDIATE US CREDIT INDEX P    
SOLD SSGA INTERMEDIATE US CREDIT INDEX P    
PASSTHROUGH FROM SCH K-1 SSGA MSCI EAFE INDEX P    
PASSTHROUGH FROM SCH K-1 SSGA MSCI EAFE INDEX P    
SSGA MSCI EAFE INDEX P    
PASSTHROUGH FROM SCH K-1 SSGA US GOVT CREDIT BOND INDEX P    
PASSTHROUGH FROM SCH K-1 SSGA US GOVT CREDIT BOND INDEX P    
SSGA US GOVT CREDIT BOND INDEX P    
PASSTHROUGH FROM SCH K-1 SSGA RUSSELL 3000 P    
PASSTHROUGH FROM SCH K-1 SSGA RUSSELL 3000 P    
SSGA RUSSELL 3000 P    
PASSTHROUGH FROM SCH K-1 COLCHESTER COMBINED GLOBAL P    
PASSTHROUGH FROM SCH K-1 COLCHESTER COMBINED GLOBAL P    
COLCHESTER COMBINED GLOBAL P    
PASSTHROUGH FROM SCH K-1 DODDINGTON GLOBAL FUND, LLC P    
PASSTHROUGH FROM SCH K-1 DODDINGTON GLOBAL FUND, LLC P    
DODDINGTON GLOBAL FUND LLC P    
WELLINGTON VERDE REALTY P    
LONGLEAF P    
ARCHIPELAGO P    
OVERSTONE GLOBAL P    
VANGUARD DIVIDEND APPRECIATION FUND P    
DIMENSIONAL EMERGING MKT FUND P    
OCTAVIAN OFFSHORE P    
FPA CRESCENT P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a     244,552 -244,552
b 211,529     211,529
c       0
d 2,049     2,049
e 3,306     3,306
    2,058 -2,058
12,508     12,508
98   200 -102
218,312   273,485 -55,173
30,465     30,465
280,679     280,679
153,290   153,290 0
    7,409 -7,409
64,044     64,044
74,320   74,002 318
5,234     5,234
427,222     427,222
381,489   381,952 -463
    267 -267
    90 -90
      0
7,089     7,089
61,125     61,125
141,890   141,890 0
    9,165 -9,165
180,976     180,976
126,828     126,828
727,428     727,428
472,150     472,150
129,921     129,921
    94,207 -94,207
65,625     65,625
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -244,552
b       211,529
c       0
d       2,049
e       3,306
      -2,058
      12,508
      -102
      -55,173
      30,465
      280,679
      0
      -7,409
      64,044
      318
      5,234
      427,222
      -463
      -267
      -90
      0
      7,089
      61,125
      0
      -9,165
      180,976
      126,828
      727,428
      472,150
      129,921
      -94,207
      65,625
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,395,010
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 1,930,600 57,048,831 0.033841
2011 2,929,595 58,100,755 0.050423
2010 2,870,636 53,886,790 0.053272
2009 3,285,149 45,849,727 0.071650
2008 2,014,405 55,734,107 0.036143
2 Total of line 1, column (d) ...................... 2 0.245329
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.049066
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 61,150,004
5 Multiply line 4 by line 3....................... 5 3,000,386
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 31,475
7 Add lines 5 and 6......................... 7 3,031,861
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,225,192
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 31,475
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 31,475
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 31,475
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 44,646
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 50,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 94,646
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 63,171
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet63,171 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHRBLOCKFOUNDATION.ORG
    14
    The books are in care ofbulletDAVID MILES Telephone no.bullet (816) 854-4361
    Located atbullet1 H R BLOCK WAYKANSAS CITYMO ZIP+4bullet64105
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    HENRY W BLOCH CHAIRMAN, TREASURER, DIRECTOR
    5.00     		0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    THOMAS M BLOCH VICE CHAIRMAN, DIRECTOR
    5.00     		0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    BRUCE C DAVISON DIRECTOR
    0.50     		0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    WILLIAM A HALL DIRECTOR
    0.50     		0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    EDWARD T MATHENY JR DIRECTOR
    0.50     		0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    MORTON I SOSLAND DIRECTOR
    0.50     		0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    EVANGELINE RICH ASSISTANT TREASURER
    0.50     		0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    DAVID P MILES - STMT 14 PRESIDENT
    14.00     		58,663 6,440 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    CAREY WILKERSON LOONEY - STMT 14 VICE PRESIDENT & SECRETARY
    24.00     		46,477 9,321 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    HRB MANAGEMENT INC MANAGEMENT 259,994
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISOR 68,455
    100 SUMMER STREET
    BOSTON,MA02110
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,057,500
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    31,475
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    31,475
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,026,025
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,026,025
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    3,026,025
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 3,026,025
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009....... 206,712
    c From 2010....... 190,700
    d From 2011....... 94,841
    e From 2012.......  
    fTotal of lines 3a through e......... 492,253
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 3,225,192
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 3,026,025
    e Remaining amount distributed out of corpus 199,167
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 691,420
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		691,420
    10 Analysis of line 9:
    a Excess from 2009.... 206,712
    b Excess from 2010.... 190,700
    c Excess from 2011.... 94,841
    d Excess from 2012....  
    e Excess from 2013.... 199,167
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    H R BLOCK FOUNDATION
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105
    (816) 854-4361
    bThe form in which applications should be submitted and information and materials they should include:
    VISIT HRBLOCKFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES.
    cAny submission deadlines:
    VISIT HRBLOCKFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADHOC GROUP AGAINST CRIME
    3116 PROSPECT
    KANSAS CITY,MO64128     		  PC GRANT IN HONOR OF ALVIN BROOKS AND SUPPORT FOR THE GUARDIAN AWARDS PROGRAM 2,810
    AMERICAN RED CROSS OF GREATER KANSAS CITY
    211 W ARMOUR BLVD
    KANSAS CITY,MO64111     		  PC 1ST AID STATION RV 10,000
    ARGENTINE NEIGHBORHOOD DEVELOPMENT ASSOCIATION
    PO BOX 6146
    KANSAS CITY,KS66106     		  PC HEALTHY FOODS INITIATIVE GROCERY STORE PROJECT 15,000
    ART IN THE LOOP FOUNDATION
    1000 WALNUT SUITE 200
    KANSAS CITY,MO64106     		  PC 2013-14 ARTWALL 2,500
    ARTS AND RECREATION FOUNDATION OF OVERLAND PARK
    PO BOX 26392
    OVERLAND PARK,KS66225     		  PC MAIN STREET AT DEANNA ROSE CHILDREN'S FARMSTEAD 10,000
    BAY AREA JEWISH HEALING CENTER
    3330 GEARY BLVD 3RD FLOOR WEST
    SAN FRANCISCO,CA94118     		  PC 2013 OCSA RECIPIENT: BENJAMIN BLOOM (SEASONAL) 2,500
    BENEDICTINE COLLEGE
    1020 N 2ND ST
    ATCHISON,KS66002     		  PC GRANT FOR MATCH 100
    BENILDE HALL
    3220 E 23RD STREET
    KANSAS CITY,MO64127     		  PC DIALECTICAL BEHAVIOR THERAPY AT BENILDE HALL 8,420
    BILLINGS CENTRAL CATHOLIC HIGH
    3 BROADWATER AVE
    BILLINGS,MT59106     		  PC GRANT FOR MATCH 320
    BLACK COMMUNITY FUND AT THE GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105     		  PC FUNDS TO SUPPORT SCHOLARSHIPS PROVIDED FOR AREA AFRICAN AMERICAN YOUTH PURSUING POST-SECONDARY EDUCATION OPPORTUNITIES 5,000
    BNAI BRITH PANTANO GARDENS
    370 N PANTANO
    TUCSON,AZ85710     		  PC CASH FOR CHAMPIONS: MICHAEL STRUASS (FIELD) 400
    BOY SCOUTS OF AMERICA - MT DIABLO SILVERADO COUNCIL
    800 ELLINWOOD WAY
    PLEASANT HILL,CA94523     		  PC 2013 OCSA RECIPIENT: BENJAMIN BLOOM (SEASONAL) 2,500
    CALIFORNIA ODYSSEY OF THE MIND
    PO BOX 640834
    SAN FRANCISCO,CA94109     		  PC CASH FOR CHAMPIONS: ZACHARY BEYER (FIELD) 400
    CAMP FIRE
    1100 WALNUT ST SUITE 1900
    KANSAS CITY,MO641062197     		  PC STEP-IT-UP-2-THRIVE ORGANIZATION-WIDE IMPLEMENTATION 20,000
    CAMPS FOR KIDS
    4727 LOGAN AVE
    KANSAS CITY,MO641361161     		  PC THE CAMPS FOR KIDS MATCHING PROGRAM 6,000
    CAPITAL UNIVERSITY
    1 COLLEGE MAIN
    COLUMBUS,OH43209     		  PC GRANT FOR MATCH 500
    CASA OF JOHNSON & WYANDOTTE COUNTIES
    5700 BROADMOOR SUITE 201
    MISSION,KS66202     		  PC CASA CHILD ADVOCACY PROGRAM 8,000
    CATHOLIC CHARITIES OF NORTHEAST KANSAS
    9720 WEST 87TH STREET
    OVERLAND PARK,KS66212     		  PC SHALOM HOUSE SHELTER FOR HOMELESS MEN-SLEEPING QUARTER RENOVATIONS 22,000
    CATHOLIC CHARITIES OF NORTHEAST KANSAS
    9720 WEST 87TH STREET
    OVERLAND PARK,KS66212     		  PC CASH FOR CHAMPIONS: DIANE BARKLEY (CSC) 400
    CENTER FOR PRACTICAL BIOETHICS
    1111 MAIN SUITE 500
    KANSAS CITY,MO64105     		  PC TRANSPORTABLE PHYSICIAN ORDERS FOR PATIENT PREFERENCES (TPOPP) 10,000
    CENTRAL METHODIST UNIVERSITY
    411 CENTRAL METHODIST SQUARE
    FAYETTE,MO65248     		  PC GRANT FOR MATCH 1,000
    CHARLOTTE STREET FOUNDATION
    PO BOX 10263
    KANSAS CITY,MO64171     		  PC GENERAL PROGRAM SUPPORT 5,000
    CHICAGO CHILDREN'S MUSEUM
    700 E GRAND AVE
    CHICAGO,IL60611     		  PC GRANT FOR MATCH 500
    CHILDREN'S MERCY HOSPITAL
    2401 GILLHAM ROAD
    KANSAS CITY,MO64108     		  PC GRANT IN MEMORY OF ADELE HALL 2,500
    CHILDREN'S TLC
    3101 MAIN STREET
    KANSAS CITY,MO64111     		  PC GRANT FOR MATCH 700
    CHILDREN'S TLC
    3101 MAIN STREET
    KANSAS CITY,MO64111     		  PC STRATEGIC INITIATIVES 55,000
    CLAY COUNTY CLOTHES CLOSET
    PO BOX 46625
    KANSAS CITY,MO64188     		  PC FUNDS TO SUPPORT THE PURCHASE OF CLOTHING FOR LOW-INCOME CHILDREN AND ADULTS LIVING IN CLAY COUNTY, MISSOURI 2,000
    CODE FOR AMERICA
    155 9TH STREET
    SAN FRANCISCO,CA94103     		  PC CODE FOR AMERICA 2013 FELLOWSHIP IN KANSAS CITY REGION 10,000
    CONCORDIA SEMINARY
    801 SEMINARY PL
    ST LOUIS,MO63105     		  PC GRANT FOR MATCH 100
    CRISTO REY KANSAS CITY
    211 WEST LINWOOD BLVD
    KANSAS CITY,MO64111     		  PC MATH AND SCIENCE CURRICULUM ALIGNMENT AND THE EXPANSION OF ONLINE LEARNING OPPORTUNTIES 30,300
    CROSSROADS ACADEMY OF KANSAS CITY
    1015 CENTRAL
    KANSAS CITY,MO64105     		  PC STUDENT ENRICHMENT PROGRAM 23,300
    CURE OF ARS SCHOOL
    9403 MISSION ROAD
    LEAWOOD,KS66206     		  PC GRANT FOR MATCH 1,000
    DEVELOPING POTENTIAL INC
    120 WEST WALNUT
    INDEPENDENCE,MO64050     		  PC TRANSPORTATION FOR DAY HABILITATION AND COMMUNITY-BASED ACTIVITIES 15,250
    DONNELLY COLLEGE
    608 N 18TH STREET
    KANSAS CITY,KS66102     		  PC FUNDS TO SUPPORT TUITION/FEES, ACADEMIC COACHING EXPENSES DURING 2013 68,643
    ELMWOOD CEMETERY SOCIETY
    P O BOX 270255
    KANSAS CITY,MO64127     		  PC GRANT FOR MATCH 200
    EQUAL JUSTICE AMERICA
    13540 E BOUNDARY ROAD
    MIDLOTHIAN,VA23112     		  PC GRANT FOR MATCH 200
    FAMILY HEALTH CARE
    300 SOUTHWEST BOULEVARD
    KANSAS CITY,KS66103     		  PC MID-YEAR PROGRAM EXPANSION 30,000
    FOLLY THEATER
    PO BOX 26505
    KANSAS CITY,MO64196     		  PC CAPITAL IMPROVEMENTS 17,189
    FOOD ALLERGY RESEARCH AND EDUCATION
    7925 JONES BRANCH DR
    MCLEAN,VA22102     		  PC CASH FOR CHAMPIONS: CATHERINE STEWART (CSC) 400
    FREMAR FOUNDATION FOR ACCORDION ARTS
    2816 W 87TH TERRACE
    LEAWOOD,KS66206     		  PC GRANT FOR MATCH 300
    FRIENDS OF CHAMBER MUSIC
    4635 WYANDOTTE STE 201
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 2,000
    FRIENDS OF CHAMBER MUSIC
    4635 WYANDOTTE STE 201
    KANSAS CITY,MO64112     		  PC VLADIMIR FELTSMAN, PIANO 13,500
    FRIENDS OF PARKVILLE PARKS
    904 MAIN
    PARKVILLE,MO64152     		  PC 2013 OCSA: KIM VERHOEVEN (CSCKC) 5,000
    FRIENDS OF THE ZOO
    6800 ZOO DRIVE
    KANSAS CITY,MO64132     		  PC TO SUPPORT THE CONSTRUCTION OF A NEW FLAGSHIP DINING FACILITY. 150,000
    FRIENDS OF UNIVERSITY ACADEMY
    4049 PENNSYLVANIA SUITE 400
    KANSAS CITY,MO64111     		  PC GRANT FOR MATCH 6,000
    GEORGETOWN UNIVERSITY
    37TH O STREETS NW
    WASHINGTON,DC20073     		  PC GRANT FOR MATCH 600
    GLACIER NATIONAL PARK CONSERVANCY
    PO BOX 2749
    COL FALLS,MT59912     		  PC GRANT FOR MATCH 2,000
    GOOD SHEPHERD CATHOLIC SCHOOL
    12800 W 75TH STREET
    SHAWNEE,KS66216     		  PC GRANT FOR MATCH 1,000
    GRACE UNITED COMMUNITY MINISTRIES
    801 BENTON BOULEVARD
    KANSAS CITY,MO64124     		  PC GUCM'S AFTER-SCHOOL TUTORIAL PROGRAM 10,000
    GREAT LAKES ADAPTIVE SPORTS ASSOCIATION
    400 ILLINOIS ROAD
    LAKE FOREST,IL60045     		  PC GRANT FOR MATCH 500
    HALL CENTER FOR THE HUMANITIES
    900 SUNNYSIDE AVE
    LAWRENCE,KS66045     		  PC GRANT FOR MATCH 3,000
    HARRIMAN-JEWELL SERIES
    500 COLLEGE HILL
    LIBERTY,MO64068     		  PC 2013-2014 HARRIMAN-JEWELL SERIES EDUCATION EVENTS 8,500
    HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS
    500 W US HIGHWAY 24
    INDEPENDENCE,MO640501798     		  PC GRANT IN HONOR OF MORTON AND NEIL SOSLAND'S PARTICIPATION IN 2013 WILD ABOUT HENRY 2,500
    HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS
    500 W US HIGHWAY 24
    INDEPENDENCE,MO640501798     		  PC GRANT FOR MATCH 3,000
    HARVARD UNIVERSITY
    RECORDING SECRETARY
    CAMBRIDGE,MA02138     		  PC GRANT FOR MATCH 3,000
    HARVESTERS - THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVENUE
    KANSAS CITY,MO64129     		  PC WAREHOUSE CAPITAL IMPROVEMENTS - ORDER SELECTOR TRUCK AND FREEZER DOCKS AND SEALS. 34,000
    HARVESTERS - THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVENUE
    KANSAS CITY,MO64129     		  PC HARVESTERS INITIATIVES 25,000
    HEALTH OPTIONS THAT MATTER OF KANSAS CITY
    340 SW BOULEVARD
    KANSAS CITY,KS66103     		  PC MATERNAL OPTIONS THAT MATTER 10,000
    HEALTH PARTNERSHIP CLINIC OF JOHNSON COUNTY
    407 S CLAIRBORNE RD SUITE 104
    OLATHE,KS66062     		  PC CHIEF MEDICAL OFFICER 46,500
    HEART OF AMERICA COMMUNITY AIDS PARTNERSHIP
    1080 WASHINGTON
    KANSAS CITY,MO641052249     		  PC FUNDS TO SUPPORT COLLABORATIVE GRANTMAKING ACTIVITIES FOR AIDS SERVICE ORGANIZATIONS 10,000
    HEART TO HEART INTERNATIONAL
    401 S CLAIRBORNE SUITE 302
    OLATHE,KS66062     		  PC CAPACITY-BUILDING 25,000
    HEIT'S POINT LUTHERAN MINISTRIES
    28345 HEITS POINT AVE
    LINCOLN,MO65338     		  PC CASH FOR CHAMPIONS: JANICE RINNE (CSC) 400
    HIGH ASPIRATIONS
    6320 BROOKSIDE PLAZE SUITE 263
    KANSAS CITY,MO64113     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 5,000
    HILLSDALE COLLEGE
    33 E COLLEGE ST
    HILLSDALE,MI49242     		  PC GRANT FOR MATCH 1,000
    HISPANIC SCHOLARSHIP FUND AT THE GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAYSUITE 130
    KANSAS CITY,MO64105     		  PC GREATER KANSAS CITY HISPANIC SCHOLARSHIP FUND 20,000
    HOPE FAITH MINISTRIES INC
    705 VIRGINIA AVENUE
    KANSAS CITY,MO64106     		  PC TO SUPPORT THE WOMEN'S RESTROOM AND SHOWER RENOVATIONS 15,000
    JACKSON COUNTY CASA
    2544 HOLMES
    KANSAS CITY,MI64108     		  PC CHILD ADVOCACY 10,000
    JACKSON COUNTY HISTORICAL SOCIETY
    PO BOX 4241
    INDEPENDENCE,MO64051     		  PC GRANT FOR MATCH 200
    KANSAS CITY ART INSTITUTE
    4415 WARWICK BLVD
    KANSAS CITY,MO64111     		  PC H&R BLOCK ARTSPACE AT THE KANSAS CITY ART INSTITUTE 16,500
    KANSAS CITY BALLET
    500 W PERSHING ROAD
    KANSAS CITY,MO641082430     		  PC COMMUNITY OUTREACH AND EDUCATION 20,000
    KANSAS CITY CARE CLINIC
    3515 BROADWAY
    KANSAS CITY,MO64111     		  PC BRIDGING THE FUTURE CAMPAIGN 25,000
    KANSAS CITY CHAMBER ORCHESTRA
    11 E 40TH ST
    KANSAS CITY,MO64111     		  PC ONGOING PROGRAMS AND OPERATIONS 2,500
    KANSAS CITY CONSENSUS
    PO BOX 10252
    KANSAS CITY,MO64171     		  PC CREATING COMMUNITY SOLUTIONS-KANSAS CITY 5,000
    KANSAS CITY FREEDOM SCHOOLS INITIATIVE
    2200 OLIVE ST
    KANSAS CITY,MO64127     		  PC KINDERGARTEN READINESS BOOT CAMP 25,000
    KANSAS CITY FRIENDS OF ALVIN AILEY
    1714 EAST 18TH STREET
    KANSAS CITY,MO64108     		  PC KCFAA EDUCATION PROGRAMS 11,500
    KANSAS CITY METROPOLITAN CRIME COMMISSION
    3100 BROADWAY SUITE 226
    KANSAS CITY,MO64111     		  PC TO SUPPORT THE PURCHASE OF A NEW SERVER AND TECHNOLOGY UPGRADES FOR PROGRAMMING. 17,200
    KANSAS CITY PUBLIC LIBRARY
    14 WEST 10TH STREET
    KANSAS CITY,MO64105     		  PC BUILDING A COMMUNITY OF READERS 25,000
    KANSAS CITY PUBLIC LIBRARY
    14 WEST 10TH STREET
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 2,000
    KANSAS CITY REPERTORY THEATRE
    4825 TROOST AVENUE SUITE 106
    KANSAS CITY,MO64110     		  PC 2012-13 SEASON 13,500
    KANSAS CITY SYMPHONY
    1703 WYANDOTTE STREET SUITE 200
    KANSAS CITY,MO64108     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 22,500
    KANSAS CITY YOUNG AUDIENCES
    5601 WYANDOTTE
    KANSAS CITY,MO641131239     		  PC ARTS PARTNERS PROGRAM 12,000
    KANSAS STATE UNIVERSITY FOUNDATION
    2323 ANDERSON AVE SUITE 500
    MANHATTAN,KS66502     		  PC GRANT FOR MATCH 2,000
    KC HEALTHY KIDS
    650 MINNESOTA AVENUE
    KANSAS CITY,KS66101     		  PC KC HEALTHY KIDS--HEALTHY KIDS INITIATIVE INDIAN MOUND COMMUNITY 54,000
    KCMO PARKS AND RECREATION DEPARTMENT
    TERRY R DOPSON PARKS AND RECREATION
    ADMINISTRATION BUILDING
    KANSAS CITY,MO641304629     		  PC FUNDS TO SUPPORT THE DESIGN PROFESSIONAL SERVICES AGREEMENT FOR THE HENRY WOLLMAN BLOCH FOUNTAIN BETWEEN THE KANSAS CITY MISSOURI PARKS AND RECREATION DEPARTMENT AND WATER'S EDGE AQUATIC DESIGN 50,000
    KCPT- PUBLIC TELEVISION 19
    125 E 31ST STREET
    KANSAS CITY,MO64108     		  PC GRANT FOR MATCH 652
    KEMPER MUSEUM OF CONTEMPORARY ART
    4420 WARWICK BLVD
    KANSAS CITY,MO64111     		  PC KEMPER MUSEUM OF CONTEMPORARY ART GENERAL OPERATING FISCAL YEAR 2013 8,000
    KENYON COLLEGE
    105 CHASE AVE
    GAMBIER,OH43022     		  PC GRANT FOR MATCH 200
    KIDS TLC
    480 S ROGERS ROAD
    OLATHE,KS660621706     		  PC KIDSTLC'S BRINGING OUR CHILDREN HOME; CONTINUING OUR JOURNEY CAPITAL CAMPAIGN 25,000
    LEGAL AID OF WESTERN MISSOURI
    1125 GRAND BLVD STE 1900
    KANSAS CITY,MO64106     		  PC TO SUPPORT THE URBAN CORE ESTATE PLANNING PROJECT 20,000
    LEGAL AID OF WESTERN MISSOURI
    1125 GRAND BLVD STE 1900
    KANSAS CITY,MO64106     		  PC COMMUNITY ECONOMIC DEVELOPMENT 15,000
    LIBERTY MEMORIAL ASSOCIATION
    100 W 26TH ST
    KANSAS CITY,MO64108     		  PC TO SUPPORT THE COSTS ASSOCIATED WITH UPDATING ITS STRATEGIC PLAN. 10,000
    LITERACY KANSAS CITY
    211 W ARMOUR BLVD 3RD FLOOR
    KANSAS CITY,MO64111     		  PC GUIDED EDUCATIONAL ACCESS TO READING SKILLS (GEARS) EXPANSION PROJECT 25,000
    LOCAL INITIATIVES SUPPORT CORPORATION - LISC
    600 BROADWAY SUITE 280
    KANSAS CITY,MO641051536     		  PC NEIGHBORHOODSNOW, FINANCIAL OPPORTUNITY CENTERS AND THE GREATER KC SUPPORT PROGRAM 100,000
    LOYOLA UNIVERSITY - CHICAGO
    820 N MICHIGAN AVE
    CHICAGO,IL60611     		  PC GRANT FOR MATCH 500
    LUNG CANCER RESEARCH FOUNDATION
    800 THIRD AVE
    NEW YORK,NY10022     		  PC GRANT FOR MATCH 5,000
    LUTHERAN HIGH SCHOOL ASSOCIATION OF ST CHARLES CO INC
    5100 MEXICO RD
    ST PETERS,MO63376     		  PC GRANT FOR MATCH 250
    LYRIC OPERA OF KANSAS CITY INC
    1725 HOLMES
    KANSAS CITY,MO64108     		  PC CAPITAL CAMPAIGN 50,000
    LYRIC OPERA OF KANSAS CITY INC
    1725 HOLMES
    KANSAS CITY,MO64108     		  PC LYRIC OPERA 2013-2014 SEASON 17,000
    MATTIE RHODES COUNSELING & ARTS CENTER
    1740 JEFFERSON
    KANSAS CITY,MO64108     		  PC FUNDS TO SUPPORT SECURITY ENHANCEMENTS AT THE ORGANIZATION'S NORTHEAST LOCATION 25,000
    METROPOLITAN COMMUNITY COLLEGE FOUNDATION
    3200 BROADWAY
    KANSAS CITY,MO64111     		  PC FUNDS TO SUPPORT TUITION/FEES, ACADEMIC COACHING EXPENSES 46,388
    METROPOLITAN COMMUNITY COLLEGE FOUNDATION
    3200 BROADWAY
    KANSAS CITY,MO64111     		  PC FUNDS TO SUPPORT THE EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2013 245
    MID AMERICA ASSISTANCE COALITION
    1 W ARMOUR BLVD SUITE 301
    KANSAS CITY,MO64111     		  PC MAACLINK DATA SYSTEM OPERATIONS SUPPORT 25,000
    MID AMERICA FREEDOM BAND
    PO BOX 32792
    KANSAS CITY,MO64171     		  PC CASH FOR CHAMPIONS: CLAYTON MILLER (CSC) 100
    MIDAMERICA NAZARENE UNIVERSITY
    2030 COLLEGE WAY
    OLATHE,KS66062     		  PC GRANT FOR MATCH 1,250
    MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION
    600 BROADWAY SUITE 200
    KANSAS CITY,MO64105     		  PC AIM4PEACE SUMMER YOUTH JOBS PROGRAM (ASYJP) 25,000
    MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION
    600 BROADWAY SUITE 200
    KANSAS CITY,MO64105     		  PC FUNDS TO SUPPORT THE GREATER KANSAS CITY HOMELESSNESS TASK FORCE INITIATIVE THROUGH MARC 25,000
    MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION
    600 BROADWAY SUITE 200
    KANSAS CITY,MO64105     		  PC MISSOURI DESIRED RESULTS DEVELOPMENT PROFILE (DRDP) ASSESSMENT PROJECT 50,000
    MIDWEST CENTER FOR HOLOCAUST EDUCATION
    5801 WEST 115TH STREET SUITE 106
    OVERLAND PARK,KS66211     		  PC GRANT IN MEMORY OF MARIAN GROSSMAN 1,000
    MIDWEST CENTER FOR HOLOCAUST EDUCATION
    5801 WEST 115TH STREET SUITE 106
    OVERLAND PARK,KS66211     		  PC STATE OF DECEPTION: THE POWER OF NAZI PROPAGANDA 10,000
    MISSOURI COLLEGE ADVISING CORPS AT THE UNIVERSITY OF MISSOURI-COLUMBIA
    46 JESSE HALLUNIVERSITY OF MISSOURI
    COLUMBIA,MO65211     		  PC MISSOURI COLLEGE ADVISING CORPS 19,000
    MISSOURI COLLEGES FUND INC
    3401 W TRUMAN BLVD STE 202
    JEFFERSON CITY,MO65109     		  PC TEACHERS FIRST SCHOLARSHIP PROGRAM 2,500
    MOCSA
    3100 BROADWAY SUITE 400
    KANSAS CITY,MO64111     		  PC MOCSA PROGRAM UPDATE 10,000
    NATIVITY PARISH SCHOOL
    3800 W 119TH ST
    LEAWOOD,KS66209     		  PC GRANT FOR MATCH [1173] 1,000
    NEIGHBORHOOD HOUSING SERVICES OF KANSAS CITY MISSOURI
    5835 TROOST
    KANSAS CITY,MO64110     		  PC SUPPORT A PORTION OF THE INCREMENTAL COSTS OF FINANCING AND OCCUPYING A NEW BUILDING 10,000
    NEIGHBORHOOD SERVICE CENTER
    126 PORT STREET
    EASTON,MD21601     		  PC GRANT FOR MATCH 2,500
    NILES HOME FOR CHILDREN
    1911 E 23RD STREET
    KANSAS CITY,MO64127     		  PC NILES PREP 'MOVING TO LEARN' 10,000
    NORTHLAND ASSISTANCE CENTER
    2018 GENTRY
    NORTH KANSAS CITY,MO64116     		  PC FUNDS TO SUPPORT EXPANSION OF THE FOOD PANTRY 1,900
    NORTHWESTERN MEMORIAL FOUNDATION
    251 E HURAN ST
    CHICAGO,IL60611     		  PC GRANT FOR MATCH 1,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS ST
    EVANSTON,IL60201     		  PC GRANT FOR MATCH 100
    OHIO DOMINICAN UNIVERSITY
    COLLEGE ADVANCEMENT OFFICE
    COLUMBUS,OH432199987     		  PC GRANT FOR MATCH 250
    OPERATION BREAKTHROUGH
    3039 TROOST
    KANSAS CITY,MO64109     		  PC OB COLLABORATIVE 15,000
    OTTAWA UNIVERSITY
    1001 S CEDAR
    OTTAWA,KS66067     		  PC GRANT FOR MATCH 1,000
    OWENCOX DANCE GROUP
    4230 HOLMES STREET
    KANSAS CITY,MO64110     		  PC OWEN/COX DANCE GROUP CAPACITY BUILDING 6,500
    OZANAM
    421 EAST 137TH STREET
    KANSAS CITY,MO64145     		  PC GENERAL OPERATING SUPPORT 6,000
    PHOENIX FAMILY
    2838 WARWICK TRFY
    KANSAS CITY,MO64108     		  PC HIKE (HELP INSTILL THE KEY TO EDUCATION) 30,000
    PROVIDENCE COLLEGE
    ONE CUNNINGHAM SQUARE
    PROVIDENCE,RI02918     		  PC GRANT FOR MATCH 2,000
    REACH OUT AND READ KANSAS CITY
    3901 RAINBOW BLVD
    KANSAS CITY,KS66160     		  PC WEBSITE PROJECT 9,950
    REGIS UNIVERSITY
    3333 REGIS BLVD
    DENVER,CO802211099     		  PC GRANT FOR MATCH 1,000
    RESTART INC
    918 E 9TH STREET
    KANSAS CITY,MO64106     		  PC FUNDS TO SUPPORT THE RENOVATION CAMPAIGN FOR THE ADULT SHELTER 41,700
    RESTART INC
    918 E 9TH STREET
    KANSAS CITY,MO64106     		  PC FOR TRAUMA-INFORMED CARE TRAINING AND TECHNICAL ASSISTANCE 10,000
    ROCKHURST HIGH SCHOOL
    9301 STATE LINE
    KANSAS CITY,MO64114     		  PC GRANT FOR MATCH 1,000
    RONALD MCDONALD HOUSE
    2502 CHERRY STREET
    KANSAS CITY,MO64108     		  PC HOPE GROWS CAPITAL CAMPAIGN 50,000
    ROSE BROOKS CENTER
    PO BOX 3230599
    KANSAS CITY,MO64132     		  PC SUPPORT 16,830
    ROSE BROOKS CENTER
    PO BOX 3230599
    KANSAS CITY,MO64132     		  PC TECHNOLOGY AND SUPPORT UPGRADE 34,000
    SAFEHOME INC
    PO BOX 4563
    OVERLAND PARK,KS66204     		  PC CAPITAL CAMPAIGN 50,000
    SAINT LUKE'S HOSPITAL FOUNDATION
    4225 BALTIMORE AVENUE
    KANSAS CITY,MO64111     		  PC GRANT FOR MATCH 9,744
    SALVATION ARMY KANSAS & WESTERN MISSOURI DIVISION
    3637 BROADWAY
    KANSAS CITY,MO64111     		  PC THE CHILDREN'S SHELTER - CLIENT MANAGEMENT SOFTWARE DEVELOPMENT 27,000
    SAMUEL U RODGERS HEALTH CENTER
    825 EUCLID AVENUE
    KANSAS CITY,MO64124     		  PC FUNDS TO SUPPORT CONSTRUCTION OF A NEW FACILITY 50,000
    SAMUEL U RODGERS HEALTH CENTER
    825 EUCLID AVENUE
    KANSAS CITY,MO64124     		  PC PHILLIPS IU22 ULTRASOUND SYSTEM 40,000
    SAMUEL U RODGERS HEALTH CENTER
    825 EUCLID AVENUE
    KANSAS CITY,MO64124     		  PC CAPITAL IMPROVEMENTS NECESSARY TO ASSUME OPERATION OF CABOT WESTSIDE HEALTH CLINIC 55,000
    SAVE-A-LIFE OF THE PEARL RIVER AREA DBA PREGNANCY SUPPORT SERVICES
    PO BOX 1359
    PICAYUNE,MS39466     		  PC 2013 OCSA RECIPIENT: KYLE JONES (FRANCHISEE) 1,000
    SCRANTON PREPARATORY SCHOOL
    1000 WYOMING AVE
    SCRANTON,PA18509     		  PC GRANT FOR MATCH 700
    SHEFFIELD PLACE
    6604 EAST 12TH STREET
    KANSAS CITY,MO64126     		  PC TO SUPPORT STAFF EFFORTS AIMED AT DIVERSIFYING FUNDING SOURCES AND INCREASING THEIR VOLUNTEER BASE 19,600
    ST ANN'S CATHOLIC SCHOOL
    7241 MISSION ROAD
    PRAIRIE VILLAGE,KS66208     		  PC GRANT FOR MATCH 1,000
    ST JAMES ACADEMY
    24505 PRAIRIE STAR PARKWAY
    LENEXA,KS66111     		  PC GRANT FOR MATCH 1,000
    ST TERESA'S ACADEMY
    5600 MAIN STREET
    KANSAS CITY,MO641131298     		  PC CASH FOR CHAMPIONS: CAREY WILKERSON LOONEY (CSC) 200
    SUFFOLK UNIVERSITY
    8 ASHBURTON PLACE
    BOSTON,MA02108     		  PC GRANT FOR MATCH 100
    SUMMERFEST CONCERTS INC
    PO BOX 22697
    KANSAS CITY,MO641130697     		  PC 2013 CONCERTS SERIES 3,000
    SUPPORT KANSAS CITY INC
    5960 DEARBORN SUITE 200
    MISSION,KS66202     		  PC 2013 CAPACITY BUILDING 15,000
    SUPPORTING KIDS FOUNDATION
    21617 W 98TH TERRACE
    LENEXA,KS66220     		  PC GRANT FOR MATCH 5,000
    SWOPE CORRIDOR RENAISSANCETHE UPPER ROOM INC
    5930 SWOPE PARKWAY
    KANSAS CITY,MO64130     		  PC RAISING A READER KANSAS CITY 25,000
    THE ARTS COUNCIL OF METROPOLITAN KANSAS CITY
    906 GRAND BLVD SUITE 10B
    KANSAS CITY,MO64106     		  PC ARTSKC CATALYST FUNDERS' POOL 35,000
    THE CHILDREN'S PLACE
    2 EAST 59TH STREET
    KANSAS CITY,MO64113     		  PC DAY TREATMENT TRANSPORTATION 15,000
    THE CHILDREN'S SPOT
    4333 PENNSYLVANIA
    KANSAS CITY,MO64111     		  PC THE CHILDREN'S SPOT OBSERVATION AND RECORD SYSTEM 14,517
    THE COTERIE
    2450 GRAND BLVD SUITE 144
    KANSAS CITY,MO64108     		  PC 2013-2014 35TH ANNIVERSARY SEASON 8,000
    THE NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111     		  PC GRANT FOR MATCH 22,000
    THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
    5200 OAK ST
    KANSAS CITY,MO64112     		  PC COSTS ASSOCIATED WITH THE PROPOSED MERGER WITH WESTPORT COOPERATIVE SERVICES 25,000
    THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
    5200 OAK ST
    KANSAS CITY,MO64112     		  PC SENIOR COMPANION PROGRAM 5,000
    THE UNITED COURT OF SANDIAS INC
    PO BOX 80343
    ALBUQUERQUE,NM87198     		  PC CASH FOR CHAMPIONS: SCOTT NEFF (FIELD) 400
    THE UNIVERSITY OF TEXAS - MD ANDERSON CANCER CENTER
    PO BOX 4486
    HOUSTON,TX77210     		  PC GRANT FOR MATCH 1,000
    THE WORNALLMAJORS HOUSE MUSEUMS
    6115 WORNALL ROAD
    KANSAS CITY,MO64113     		  PC JOHN WORNALL HOUSE MUSEUM STRUCTURAL REPAIRS 10,000
    TOY AND MINIATURE MUSEUM
    5235 OAK STREET
    KANSAS CITY,MO64112     		  PC TO SUPPORT CAPITAL AND EXHIBITION IMPROVEMENTS 50,000
    TRUMAN STATE UNIVERSITY FOUNDATION
    100 EAST NORMAL
    KIRKSVILLE,MO635014221     		  PC GRANT FOR MATCH 1,000
    TURNER HOUSE CHILDREN'S CLINIC
    21 N 12TH ST
    KANSAS CITY,KS66102     		  PC PURCHASE DENTAL EQUIPMENT FOR EXPANDED CLINIC 25,115
    UMKC FOUNDATION
    300B ADMINISTRATIVE CENTER
    KANSAS CITY,MO64110     		  PC GRANT FOR MATCH 8,425
    UMKC FOUNDATION
    300B ADMINISTRATIVE CENTER
    KANSAS CITY,MO64110     		  PC FUNDS TO SUPPORT TUITION/FEES, ACADEMIC COACHING EXPENSES, AND GRADUATE STUDENT SERVICES 251,922
    UMKC FOUNDATION
    300B ADMINISTRATIVE CENTER
    KANSAS CITY,MO64110     		  PC FUNDS TO SUPPORT THE EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2013 1,130
    UNICORN THEATRE
    3828 MAIN STREET
    KANSAS CITY,MO64111     		  PC 2012-2013 SEASON 8,000
    UNIFIED SCHOOL DISTRICT #500 KANSAS CITY KANSAS PUBLIC SCHOOLS
    2010 NORTH 59TH STREET
    KANSAS CITY,KS66104     		  PC FUNDS TO PURCHASE FURNISHINGS FOR THE NEW KCK PUBLIC LIBRARY BRANCH IN THE ROSEDALE, ARGENTINE, AND ARMOURDALE AREAS OF KANSAS CITY, KANSAS 25,000
    UNITED FUND OF TALBOT COUNTY
    121 N WASHINGTON ST
    EASTON,MD21601     		  PC GRANT FOR MATCH 2,500
    UNITED INNER CITY SERVICES
    2008 E 12TH STREET
    KANSAS CITY,MO64127     		  PC TEACHER EDUCATION AND MENTORING (TEAM) PROGRAM 50,000
    UNITED WAY OF GREATER KANSAS CITY - UNITED FOR HOPEUNITED TO HELP
    801 WEST 47TH STREET SUITE 500
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 7,132
    UNITED WAY OF GREATER KANSAS CITY - UNITED FOR HOPEUNITED TO HELP
    801 WEST 47TH STREET SUITE 500
    KANSAS CITY,MO64112     		  PC UNITED FOR HOPE / UNITED TO HELP 50,000
    UNITED WAY OF GREATER KANSAS CITY - UNITED FOR HOPEUNITED TO HELP
    801 WEST 47TH STREET SUITE 500
    KANSAS CITY,MO64112     		  PC UNITED WAY 2-1-1 25,000
    UNIVERSITY OF CENTRAL MISSOURI FOUNDATION
    SMISER ALUMNI CENTER
    WARRENSBURG,MO64093     		  PC GRANT FOR MATCH 100
    UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION
    PO BOX 928
    LAWRENCE,KS66044     		  PC GRANT FOR MATCH 5,280
    UNIVERSITY OF MICHIGAN
    DEPT CH 10189
    PALATINE,IL600550189     		  PC GRANT FOR MATCH 400
    UNIVERSITY OF MISSOURI-COLUMBIA
    109 REYNOLDS ALUMNI CENTER
    COLUMBIA,MO65211     		  PC GRANT FOR MATCH 560
    UNIVERSITY OF MISSOURI-COLUMBIA
    109 REYNOLDS ALUMNI CENTER
    COLUMBIA,MO65211     		  PC GRANT FOR MATCH 1,125
    UNIVERSITY OF MONTANA FOUNDATION
    PO BOX 7159
    MISSOULA,MT59807     		  PC GRANT FOR MATCH 1,000
    UNIVERSITY OF SCRANTON
    OHARA HALL 528
    SCRANTON,PA18640     		  PC GRANT FOR MATCH 700
    UNIVERSITY OF VIRGINIA
    PO BOX 400807
    CHARLOTTESVILLE,VA22904     		  PC GRANT FOR MATCH 100
    VARDAMAN STREET CHRISTIAN ACADEMY
    908 WEST FRONTAGE DRIVE
    WIGGINS,MS39577     		  PC 2013 OCSA RECIPIENT: KYLE JONES (FRANCHISEE) 4,000
    VASSAR COLLEGE
    124 RAYMOND AVENUE
    POUGHKEEPSIE,NY12604     		  PC GRANT FOR MATCH 5,000
    VISION RESEARCH FOUNDATION OF KANSAS CITY
    2310 HOLMES STREET 6TH FLOOR
    KANSAS CITY,MO64108     		  PC THE VISION RESEARCH FOUNDATION WEBSITE PROJECT 8,600
    WAYSIDE WAIFS INC
    3901 MARTHA TRUMAN ROAD
    KANSAS CITY,MO64137     		  PC NO MORE BULLIES! 20,000
    WHITEFISH THEATRE COMPANY
    ONE CENTRAL AVE
    WHITEFISH,MT59937     		  PC GRANT FOR MATCH 500
    WILDWOOD OUTDOOR EDUCATION CENTER
    399TH STREET
    LA CYGNE,KS66040     		  PC SUMMER ADVENTURE 6,000
    WOODWARD ACADEMY
    1662 RUGBY AVE
    COLLEGE PARK,GA30337     		  PC GRANT FOR MATCH 5,000
    YMCA OF GREATER KANSAS CITY
    3100 BROADWAY SUITE 1020
    KANSAS CITY,MO64111     		  PC YOUTH VOLUNTEER CORPS KANSAS CITY (YVCKC) 25,000
    YMCA OF GREATER KANSAS CITY
    3100 BROADWAY SUITE 1020
    KANSAS CITY,MO64111     		  PC PROGRAM EXPANSION: YOUTH DEVELOPMENT CONTINUUM 25,000
    YOUTH AMBASSADORS INC
    7309 HIGH DRIVE
    PRAIRIE VILLAGE,KS66208     		  PC PROGRAM EXPANSION IN THE IVANHOE NEIGHBORHOOD 10,000
    YOUTH SYMPHONY OF KANSAS CITY
    5960 DEARBORN SUITE 206
    MISSION,KS66202     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 7,000
    Total .................................bullet 3a 2,945,497
    bApproved for future payment
    CHILDREN'S TLC
    3101 MAIN STREET
    KANSAS CITY,MO64111     		  PC PLEDGED GRANT 25,000
    FRIENDS OF THE ZOO
    6800 ZOO DRIVE
    KANSAS CITY,MO64132     		  PC PLEDGED GRANT 150,000
    RONALD MCDONALD HOUSE OF GREATER KANSAS CITY
    2502 CHERRY STREET
    KANSAS CITY,MO64108     		  PC PLEDGED GRANT 50,000
    SAFEHOME
    PO BOX 4563
    OVERLAND PARK,KS66204     		  PC PLEDGED GRANT 25,000
    SWOPE RENAISSANCE
    5930 SWOPE PARKWAY
    KANSAS CITY,MO64130     		  PC PLEDGED GRANT 50,000
    TOY AND MINIATURE MUSEUM
    5235 OAK STREET
    KANSAS CITY,MO64112     		  PC PLEDGED GRANT 50,000
    UNITED WAY OF GREATER KANSAS CITY
    801 WEST 47TH STREET SUITE 500
    KANSAS CITY,MO64187     		  PC PLEDGED GRANT 250,000
    YOUTH AMBASSADORS
    7309 HIGH DRIVE
    PRAIRIE VILLAGE,KS66208     		  PC PLEDGED GRANT 10,000
    Total .................................bullet 3b 610,000
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 904  
    4 Dividends and interest from securities....     14 463,308  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14    
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 2,540,764  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aUNREALIZED GAIN ON INVESTMENTS     14 4,831,480  
    bINCOME (LOSS) FROM PASSTHROUGHS 523930 -12,043 14 18,571  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -12,043 7,855,027 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    137,842,984
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    H & R BLOCK FOUNDATION
     
    Employer identification number

    23-7378232
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    H & R BLOCK FOUNDATION
          		Employer identification number

    23-7378232
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    HR BLOCK INC  
    ONE HR BLOCK WAY
     
    KANSAS CITY, MO64105

    		$167,300


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    H & R BLOCK FOUNDATION
          		Employer identification number

    23-7378232
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    H & R BLOCK FOUNDATION
          		Employer identification number

    23-7378232
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND AUDIT FEES 48,102 38,482   9,620

    TY 2013 GeneralExplanationAttachment
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Identifier Return Reference Explanation
      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. 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.

    TY 2013 InvestmentsOtherSchedule2
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARCHIPELAGO HOLDINGS CLASS A FMV 6,710,987 6,710,987
    DIMENSIONAL EMERGING MARKETS FUND FMV 2,630,293 2,630,293
    FIR TREE INTERNATIONAL VALUE FUND FMV 2,254,264 2,254,264
    GRUSS GLOBAL INVESTORS MASTER FUND FMV 2,647,391 2,647,391
    LONGLEAF PARTNERS FUND FMV 0 0
    OCTAVIAN OFFSHORE FUND FMV 1,007,082 1,007,082
    OVERSTONE GLOBAL EQUITY FUND FMV 0 0
    SEMPER VIC PARTNERS (QP), L P FMV 3,732,568 3,732,568
    SSGA INTERMEDIATE CREDIT INDEX NL FMV 0 0
    SSGA INTERMEDIATE US GOVT BOND FUND FMV 5,845,259 5,845,259
    SSGA RUSSELL 3000 LENDING INDEX CTF FMV 7,917,833 7,917,833
    SSGA MSCI EAFE INDEX FMV 7,719,763 7,719,763
    WELLINGTON VERDE REALTY FMV 0 0
    VANGUARD DIVIDEND APPRECIATION FUND FMV 1,953,147 1,953,147
    WELLINGTON CTF DIH FMV 5,257,724 5,257,724
    COLCHESTER FMV 3,020,254 3,020,254
    FRANKLINE TEMPLETON FMV 3,146,597 3,146,597
    WINGATE PARTNERS FMV 16,559 16,559
    CID CAPITAL FMV 102,942 102,942
    DODDINGTON GLOBAL FUND LLC FMV 3,627,688 3,627,688
    FPA CRESCENT FUND FMV 1,917,343 1,917,343
    VANGARD EMERGING MARKETS FMV 1,829,281 1,829,281

    TY 2013 LegalFeesSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 175 44   131


    TY 2013 OtherAssetsSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE 62,567 28,543 28,543
    DUE FROM MARION AND HENRY BLOCH FAMILY FOUNDATION 59,821 5,737 5,737


    TY 2013 OtherExpensesSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INFORMATION TECHNOLOGY 9,515 0   9,515
    SPECIAL EVENT EXPENSE 13,412 0   13,412
    VOLUNTEER PROGRAM COSTS 1,554 0   1,554
    SUBSCRIPTIONS/PUBLICATIONS 1,610 80   1,530
    INSURANCE-GENERAL 4,553 0   0
    MISCELLANEOUS 6,672 334   6,338


    TY 2013 OtherIncomeSchedule2
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UNREALIZED GAIN ON INVESTMENTS 4,831,480   4,831,480
    INCOME (LOSS) FROM PASSTHROUGHS 6,528   6,528


    TY 2013 OtherLiabilitiesSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO HRB MANAGEMENT, INC. 37,085 51,274


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN: 23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR AND SERVICE FEES 171,982 149,464   0
    MANAGEMENT FEES 259,994 38,999   220,995