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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
MARION AND HENRY BLOCH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1 H AND R BLOCK WAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO641051905
A Employer identification number

45-4047901
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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$249,805,750J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
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) 2,658,956
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 157 157  
4 Dividends and interest from securities... 5,350,655 3,976,642  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,917,093
b Gross sales price for all assets on line 6a 53,954,833
7 Capital gain net income (from Part IV, line 2)... 3,672,585
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 -16,259,834 1,034,598  
12 Total. Add lines 1 through 11........ -4,332,973 8,683,982  
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 10,479 524   9,955
b Accounting fees (attach schedule)....... Click to see attachment 72,351 63,455   8,896
c Other professional fees (attach schedule).... Click to see attachment 1,437,485 664,063   459,327
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 119,878 27,641   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 8,736 437   8,299
21 Travel, conferences, and meetings....... 10,912 1,091   9,821
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 21,835 285   14,400
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,681,676 757,496   510,698
25 Contributions, gifts, grants paid....... 12,839,283 12,839,283
26 Total expenses and disbursements. Add lines 24 and 25 14,520,959 757,496   13,349,981
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,853,932
b Net investment income (if negative, enter -0-) 7,926,486
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 506,419 742,810 742,810
2 Savings and temporary cash investments......... 11,629,228 13,768,587 13,768,587
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).......... 256,521,912 Click to see attachment232,934,215 232,934,215
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment2,360,138 Click to see attachment2,360,138
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 268,657,559 249,805,750 249,805,750
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 attachment25,650 Click to see attachment27,773
23 Total liabilities (add lines 17 through 22)......... 25,650 27,773
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 268,631,909 249,777,977
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 268,631,909 249,777,977
31 Total liabilities and net assets/fund balances (see instructions). 268,657,559 249,805,750
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
268,631,909
2
Enter amount from Part I, line 27a .....................
2
-18,853,932
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
249,777,977
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
249,777,977
Form 990-PF (2015)
Form 990-PF (2015)
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 COMMERCE BONDS      
b OAKWOOD REAL ESTATE PARTNERS I      
c CHARLES SCHWAB      
d SSGA US GOVT CREDIT BOND INDEX      
e WELLINGTON CTF DIH SALE OF UNITS      
COVALENT CAPITAL PARTNERS      
OCTAVIAN OFFSHORE      
LOOMIS SAYLES      
GARDNER RUSSO      
DODDINGTON GLOBAL      
PASSTHROUGH FROM SCH K-1 DODDINGTON GLOBAL      
COLCHESTER      
PASSTHROUGH FROM SCH K-1 COLCHESTER      
COMMERCE TORTOISE SALE OF UNITS      
WELLINGTON CTF DIH      
OAKWOOD REAL ESTATE PARTNERS II      
SHORT TERM CAP GAIN DIST      
LONG TERM CAP GAIN DIST      
SALE OF TAX CREDIT D 2014-01-01 2015-12-31
(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 8,097,246   7,414,684 682,562
b       0
c 24,545,831   22,313,394 2,232,437
d 2,020,525   1,861,115 159,410
e 93,304   1,237,318 -1,144,014
2,360,138   2,608,171 -248,033
446,559   408,673 37,886
5,537,027   5,622,550 -85,523
6,776,038   5,595,367 1,180,671
622,858   622,858 0
673,396     673,396
      0
173,238     173,238
1,330,219   1,592,702 -262,483
1,044,678   1,005,416 39,262
      0
40,965     40,965
80,311     80,311
112,500     112,500
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       682,562
b       0
c       2,232,437
d       159,410
e       -1,144,014
      -248,033
      37,886
      -85,523
      1,180,671
      0
      673,396
      0
      173,238
      -262,483
      39,262
      0
      40,965
      80,311
      112,500
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 3,672,585
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 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))
2014 8,417,928 268,330,144 0.031372
2013 6,170,651 252,916,578 0.024398
2012 3,093,192 118,196,488 0.026170
2011 10,000 487,575 0.020510
2010      
2
Total of line 1, column (d) .....................
20.102450
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
0.025613
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
261,508,339
5
Multiply line 4 by line 3......................
5
6,698,013
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
79,265
7
Add lines 5 and 6........................
7
6,777,278
8
Enter qualifying distributions from Part XII, line 4.............
8
13,349,981
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 79,265
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 79,265
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 79,265
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 105,485
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.............. 7 155,485
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 76,220
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet76,220 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 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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletBLOCHFAMILYFOUNDATION.ORG
    14
    The books are in care ofbulletDAVID MILES Telephone no.bullet (816) 854-4372

    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 2015, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 4945(d)(4)(A)? (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 (2015)
    Form 990-PF (2015)
    Page 7
    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 & 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
    ROBERT L BLOCH TREASURER & DIRECTOR
    0.50     		0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    MARY JO BROWN ASSISTANT SECRETARY & DIRECTOR
    0.50     		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
    ELIZABETH A UHLMANN SECRETARY & DIRECTOR
    0.50     		0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    EVAGELINE RICH ASSISTANT TREASURER
    0.50     		0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    DAVID P MILES - SEE STMT 14 PRESIDENT
    35.00     		151,713 16,601 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 308,900
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISOR 130,714
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    253,734,499
    b
    Average of monthly cash balances.......................
    1b
    11,756,200
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    265,490,699
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    265,490,699
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,982,360
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    261,508,339
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    13,075,417
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    13,075,417
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    79,265
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    79,265
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    12,996,152
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    12,996,152
    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
    12,996,152
    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
    13,349,981
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    13,349,981
    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
    79,265
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    13,270,716
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 12,996,152
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 12,836,495
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 13,349,981
    a Applied to 2014, but not more than line 2a 12,836,495
    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 2015 distributable amount..... 513,486
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 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 0
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		12,482,666
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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).)
    HENRY W BLOCH
    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:
    MARION HENRY BLOCH FAMILY FOUNDATIO
    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 BLOCHFAMILYFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES.
    cAny submission deadlines:
    VISIT BLOCHFAMILYFOUNDATION.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 GENERALLY MAKES ONE-YEAR GRANTS. HOWEVER, THE FOUNDATION WILL CONSIDER MULTI-YEAR REQUESTS. GRANTS ARE MADE ONLY TO TAX EXEMPT 501(C)(3) ORGANIZATONS THAT ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS. THE FOUNDATION CONSIDERS SUPPORT FOR ORGANIZATIONS THAT ARE BASED IN AND SERVICE RESIDENTS WITHIN THE GREATER KANSAS CITY AREA.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    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
    ADMIRAL NIMITZ FOUNDATION
    328 E MAIN ST
    FREDERICKSBURG,TX78624     		  PC GRANT FOR MATCH 250
    AVILA UNIVERSITY
    11901 WORNALL ROAD
    KANSAS CITY,MO64145     		  PC FUNDS TO PURCHASE LECTURE-CAPTURE TECHNOLOGY 50,000
    AVILA UNIVERSITY
    11901 WORNALL ROAD
    KANSAS CITY,MO64145     		  PC MARION & HENRY BLOCH ENDOWED SCHOLARSHIP FUND 25,000
    BARBARA BUSH ELEMENTARY SCHOOL PTO
    1127 ELDRIDGE PKWY SUITE 300-154
    HOUSTON,TX77077     		  PC GRANT FOR MATCH 500
    CHARLOTTE STREET FOUNDATION
    PO BOX 10263
    KANSAS CITY,MO64108     		  PC GRANT FOR MATCH 665
    CHILDREN'S CAMPUS OF KANSAS CITY
    444 MINNESOTA AVE SUITE 100
    KANSAS CITY,MO66101     		  PC FUNDS FOR CLASSROOM ADDITION 50,000
    CHILDREN'S MERCY HOSPITAL
    2401 GILLHAM ROAD
    KANSAS CITY,MO64108     		  PC FUNDS TO SUPPORT PROMISE 1000 INITIATIVE 50,000
    CITY YEAR KANSAS CITY
    415 DELEWARE
    KANSAS CITY,MO64105     		  PC CITY YEAR KANSAS CITY START-UP GRANT 100,000
    CROSSROADS ACADEMY OF KANSAS CITY
    1015 CENTRAL
    KANSAS CITY,MO64105     		  PC PHASE II OF FACILITIES EXPANSION PROJECT 50,000
    CULTIVATE KANSAS CITY
    PO BOX 66106
    KANSAS CITY,MO66106     		  PC GRANT FOR MATCH 1,000
    DONNELLY COLLEGE
    608 N 18TH STREET
    KANSAS CITY,MO66102     		  PC MARION & HENRY BLOCH ENDOWED SCHOLARSHIP FUND 25,000
    ENDOWMENT FUND FOR THE HENRY W BLOCH SCHOOL OF MANAGEMENT AT THE GKCF
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105     		  PC FUNDS TO SUPPORT THE HENRY W. BLOCH SCHOOL OF MANAGEMENT 2,411,055
    FREMAR FOUNDATION FOR ACCORDION ARTS
    2816 W 87TH TERRACE
    LEAWOOD,KS66206     		  PC GRANT FOR MATCH 200
    GIRLS INCORPORATED OF ST LOUIS
    3801 NELSON DRIVE
    ST LOUIS,MO63121     		  PC GRANT FOR MATCH 5,000
    HARRIMAN-JEWELL SERIES
    500 COLLEGE HILL
    LIBERTY,MO64068     		  PC GRANT FOR MATCH 2,000
    HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS
    500 W US HWY 24
    INDEPENDENCE,MO64050     		  PC GRANT FOR MATCH 2,240
    HISTIOCYTOSIS ASSOCIATION
    332 N BROADWAY
    PITMAN,NJ08071     		  PC GRANT FOR MATCH 200
    HYMAN BRAND HEBREW ACADEMY
    5801 WEST 115TH STREET SUITE 102
    OVERLAND PARK,KS66211     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 100,000
    HYMAN BRAND HEBREW ACADEMY
    5801 WEST 115TH STREET SUITE 102
    OVERLAND PARK,KS66211     		  PC FUNDS FOR 2015 SEEDING THE FUTURE EVENT 25,000
    HYMAN BRAND HEBREW ACADEMY
    5801 WEST 115TH STREET SUITE 102
    OVERLAND PARK,KS66211     		  PC GRANT FOR MATCH 3,000
    JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY
    5801 WEST 115TH STREET
    OVERLAND PARK,KS662111800     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 15,000
    JEWISH COMMUNITY RELATIONS BUREAU-AMERICAN JEWISH COMMITTEE
    5801 W 115TH ST SUITE 203
    OVERLAND PARK,KS66211     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 40,000
    JEWISH FAMILY SERVICES
    5801 W 115TH ST SUITE 103
    OVERLAND PARK,KS662111824     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 20,000
    JEWISH FAMILY SERVICES
    5801 W 115TH ST SUITE 103
    OVERLAND PARK,KS662111824     		  PC GRANT FOR MATCH 1,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 W 115TH ST
    OVERLAND PARK,KS66211     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 250,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 W 115TH ST
    OVERLAND PARK,KS66211     		  PC GRANT FOR MATCH 3,330
    JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC
    4049 PENNSYLVANIA SUITE 150
    KANSAS CITY,MO64111     		  PC GRANT FOR MATCH 374
    KANSAS CITY ART INSTITUTE
    4415 WARWICK BLVD
    KANSAS CITY,MO64111     		  PC MARION & HENRY BLOCH ENDOWED SCHOLARSHIP FUND 25,000
    KANSAS CITY BALLET
    500 W PERSHING ROAD
    KANSAS CITY,MO64108     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 25,000
    KANSAS CITY PUBLIC LIBRARY
    14 WEST 10TH ST
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 2,000
    KANSAS CITY REPERTORY THEATRE
    4825 TROOST AVE STE 106
    KANSAS CITY,MO64110     		  PC GRANT FOR MATCH 10,000
    KANSAS CITY REPERTORY THEATRE
    4825 TROOST AVE STE 106
    KANSAS CITY,MO64110     		  PC FUNDS TO SUPPORT SPENCER THEATRE RENOVATIONS 100,000
    KANSAS CITY SYMPHONY
    1703 WYANDOTTE ST SUITE 200
    KANSAS CITY,MO64108     		  PC FUNDS FOR EXCELLENCE INITIATIVE 250,000
    KCPT- PUBLIC TELEVISION 19
    125 E 31ST ST
    KANSAS CITY,MO64108     		  PC GRANT FOR MATCH 2,000
    KU ENDOWMENT
    PO BOX 928
    LAWRENCE,KS66044     		  PC GRANT FOR MATCH 2,000
    METROPOLITAN COMMUNITY COLLEGE
    3200 BROADWAY
    KANSAS CITY,MO64068     		  PC FUNDS TO SUPPORT THE STUDENT SUCCESS CENTER AT PENN VALLEY COMMUNITY COLLEGE 250,000
    MIDWEST CENTER FOR HOLOCAUST EDUCATION
    5801 WEST 115TH STREET SUITE 106
    OVERLAND PARK,KS66211     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 5,000
    MISSOURI DEVELOPMENT FINANCE BOARD
    PO BOX 567
    JEFFERSON CITY,MO65102     		  PC FUNDS TO SUPPORT MDFB PROJECT 250,000
    NEW REFORM TEMPLE
    7100 MAIN
    KANSAS CITY,MO64114     		  PC GRANT FOR MATCH 15,000
    OPERATION BREAKTHROUGH
    3039 TROOST AVENUE
    KANSAS CITY,MO64109     		  PC GRANT FOR MATCH 2,000
    RENEWED JEWISH LEADERS
    7894 TENNYSON CT
    BOCA RATON,FL33433     		  PC GRANT FOR MATCH 10,000
    SAINT LUKE'S HOSPITAL FOUNDATION
    PO BOX 119000
    KANSAS CITY,MO64111     		  PC GRANT FOR MATCH 3,200
    SAINT LUKE'S HOSPITAL FOUNDATION
    PO BOX 119000
    KANSAS CITY,MO64111     		  PC FOR THE USE AND BENEFIT OF PROGRAMS OF THE SAINT LUKE'S MARION BLOCH NEUROSCIENCES INSTITUTE CONDUCTED AT THE HOSPITAL'S MAIN CAMPUS 2,400,000
    SASONE COMMITTEE AT THE JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 WEST 115TH STREET
    OVERLAND PARK,KS66211     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 10,000
    SOUTHERN METHODIST UNIVERSITY
    PO BOX 750402
    DALLAS,TX75275     		  PC GRANT FOR MATCH 500
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    602 ST JUDE PLACE
    MEMPHIS,TN38105     		  PC GRANT FOR MATCH 1,500
    THE HARRY S TRUMAN GOOD NEIGHBOR AWARD FNDTN ENDOWMENT FUND AT THE GKCF
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 200
    THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY
    5801 W 115TH STREET SUITE 104
    OVERLAND PARK,KS66211     		  PC FUNDS TO SUPPORT THE MITZVAH HOUSE PROJECT 33,000
    THE LEUKEMIA & LYMPHOMA SOCIETY
    6811 SHAWNEE MISSION PKWY SUITE 202
    SHAWNEE MISSION,KS66202     		  PC GRANT FOR MATCH 1,000
    THE NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111     		  PC GRANT FOR MATCH 37,840
    THE NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111     		  PC FUNDS TO SUPPORT RENOVATIONS TO GALLERIES THAT WILL DISPLAY THE BLOCH COLLECTION 5,500,000
    THE NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111     		  PC FUNDS TO SUPPORT RENOVATIONS TO MAINTAIN LONGEVITY OF THE BLOCH BUILDING & TECHNOLOGY PLANNING 28,150
    THE NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111     		  PC FUNDS TO SUPPORT MEMBERSHIPS AND SPONSORSHIPS DURING 2015 25,000
    THE NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111     		  PC FUNDS TO SUPPORT MEMBERSHIPS AND SPONSORSHIPS DURING 2016 & 2017 200,000
    THE TEMPLE CONGREGATION B'NAI JEHUDAH
    12320 NALL AVE
    OVERLAND PARK,KS66209     		  PC GRANT FOR MATCH 730
    UMKC FOUNDATION
    300B ADMINISTRATIVE CENTER 5100
    ROCHKHILL ROAD
    KANSAS CITY,MO64110     		  PC GRANT FOR MATCH 74,649
    UMKC FOUNDATION
    300B ADMINISTRATIVE CENTER 5100
    ROCHKHILL ROAD
    KANSAS CITY,MO64110     		  PC FUNDS TO SUPPORT LIVING EXPENSES FOR THE TOP 3 STUDENTS IN THE NEW MBA PROGRAM 18,000
    UMKC FOUNDATION
    300B ADMINISTRATIVE CENTER 5100
    ROCHKHILL ROAD
    KANSAS CITY,MO64110     		  PC FUNDS TO SUPPORT PUBLIC RELATIONS ACTIVITIES 30,000
    UMKC FOUNDATION
    300B ADMINISTRATIVE CENTER 5100
    ROCHKHILL ROAD
    KANSAS CITY,MO64110     		  PC MARION & HENRY BLOCH ENDOWED SCHOLARSHIP FUND AT THE BLOCH SCHOOL OF MANAGEMENT 25,000
    UNION STATION KANSAS CITY INC
    30 W PERSHING RD SUITE 400
    KANSAS CITY,MO64108     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 112,500
    UNITED SERVICE ORGANIZATIONS
    2111 WILSON BLVD STE 1200
    ARLINGTON,VA22201     		  PC GRANT FOR MATCH 200
    UNITED WAY OF GREATER KANSAS CITY
    801 WEST 47TH STREET SUITE 500
    KANSAS CITY,MO64112     		  PC TOCQUEVILLE SOCIETY SUPPORT 2015 25,000
    UNIVERSITY OF MISSOURI-COLUMBIA
    109 REYNOLDS ALUMNI CENTER
    COLUMBIA,MO65211     		  PC GRANT FOR MATCH 6,000
    VAAD HAKASHRUTH OF KANSAS CITY
    9900 ANTIOCH
    OVERLAND PARK,KS66212     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 2,000
    VILLAGE SHALOM INC
    5500 W 123RD STREET
    OVERLAND PARK,KS66209     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 25,000
    WILLIAM JEWELL COLLEGE
    500 COLLEGE HILL
    LIBERTY,MO64068     		  PC FUNDS FOR THE HENRY W. BLOCH SCHOLARSHIP FUND 25,000
    YMCA OF GREATER KANSAS CITY
    3100 BROADWAY SUITE 1020
    KANSAS CITY,MO64111     		  PC RENOVATION AND EXPANSION OF THE LINWOOD YMCA 75,000
    ZETA BETA TAU FOUNDATION
    PO BOX 2187
    COLUMBUS,GA31902     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 1,000
    Total .................................bullet 3a 12,839,283
    bApproved for future payment
    CITY YEAR KANSAS CITY
    415 DELEWARE
    KANSAS CITY,MO64105     		  PC PLEDGED GRANT 300,000
    KANSAS CITY ART INSTITUTE
    4415 WARWICK BLVD
    KANSAS CITY,MO64111     		  PC PLEDGED GRANT 75,000
    KANSAS CITY SYMPHONY
    1703 WYANDOTTE ST SUITE 200
    KANSAS CITY,MO64108     		  PC PLEDGED GRANT 400,000
    LIBERTY MEMORIAL ASSOCIATION
    100 W 26TH ST
    KANSAS CITY,MO64108     		  PC PLEDGED GRANT 500,000
    MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION
    600 BROADWAY
    KANSAS CITY,MO64105     		  PC PLEDGED GRANT 150,000
    THE NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111     		  PC PLEDGED GRANT 6,270,000
    THE NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111     		  PC PLEDGED GRANT 200,000
    THE NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111     		  PC PLEDGED GRANT 221,850
    TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION
    2301 HOLMES SUITE 735
    KANSAS CITY,MO64108     		  PC PLEDGED GRANT 150,000
    UNITED WAY OF GREATER KANSAS CITY
    801 WEST 47TH STREET SUITE 500
    KANSAS CITY,MO64112     		  PC PLEDGED GRANT 25,000
    Total .................................bullet 3b 8,291,850
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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 ...........     		    14 157  
    4 Dividends and interest from securities....     14 5,350,655  
    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.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 3,917,093  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aUNREALIZED GAIN (LOSS) ON INVESTMENTS     		    14 -16,259,834  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 -6,991,929 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13-6,991,929
    (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 (2015)
    Form 990-PF (2015)
    Page 13
    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 organizations?
    Yes
    No
    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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    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
    2015
    Name of the organization
    MARION AND HENRY BLOCH FAMILY FOUNDATION
     
    Employer identification number

    45-4047901
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    MARION AND HENRY BLOCH FAMILY FOUNDATION
          		Employer identification number
    45-4047901
    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
     
     

    HENRY BLOCH  
    6400 WENONGA TERRACE
     
    SHAWNEE MISSION, KS66205

    		$ 2,658,956


    (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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    MARION AND HENRY BLOCH FAMILY FOUNDATION
          		Employer identification number

    45-4047901
    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
    1
    		 COMMERCE BONDS $ 2,137,762 2015-12-31
    (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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    MARION AND HENRY BLOCH FAMILY FOUNDATION
          		Employer identification number

    45-4047901
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    MARION AND HENRY BLOCH FAMILY FOUNDATION
    EIN:
    45-4047901
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND AUDIT FEES 72,351 63,455   8,896

    TY 2015 GeneralExplanationAttachment
    Name:
    MARION AND HENRY BLOCH FAMILY FOUNDATION
    EIN:
    45-4047901
    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, HIGHLY PAID CONTRACTORS. OFFICER DAVID P. MILES IS AN EMPLOYEE OF AND IS PAID BY HRB MANAGEMENT, INC. PURSUANT TO THE FORM 990-PF INSTRUCTIONS, THE PORTION OF THE COMPENSATION PAID TO THE MANAGEMENT SERVICES COMPANY (HRB MANAGEMENT, INC.) THAT RELATES TO SERVICES PROVIDED BY THE FOUNDATION OFFICER, DAVID P. MILES, IS REPORTED IN PART VIII, LINE 1, OFFICER COMPENSATION AS IF THE FOUNDATION HAD PAID THE OFFICER DIRECTLY. THE TOTAL AMOUNT PAID TO HRB MANAGEMENT, INC. REPORTED IN PART VIII, LINE 3, HIGHLY PAID CONTRACTORS INCLUDES THE AMOUNT OF OFFICER COMPENSATION SEPARATELY REPORTED IN PART VIII, LINE 1, OFFICER COMPENSATION.
      FORM 990-PF, PART XVI-A THE FOUNDATION FILES A FEDERAL FORM 990-T TO REPORT NET INCOME OR LOSS FROM UNRELATED BUSINESS INCOME RESULTING FROM INVESTMENTS IN VARIOUS PARTNERSHIPS. THE FOUNDATION ACCOUNTS FOR INVESTMENTS IN PARTNERSHIPS ON A GAAP BASIS, AND THEREFORE DOES NOT RECORD UNRELATED BUSINESS INCOME OR LOSS REPORTED ON TAX SCHEDULE K-1 IN ITS BOOKS AND RECORDS. AS A RESULT, NO UNRELATED BUSINESS INCOME OR LOSS IS REPORTED ON FORM 990-PF, PART I, COLUMN (A), REVENUE AND EXPENSES PER BOOKS OR ON PART XVI-A, ANALYSIS OF INCOME-PRODUCING ACTIVITIES, COLUMNS (A) AND (B), UNRELATED BUSINESS INCOME.

    TY 2015 InvestmentsOtherSchedule2
    Name:
    MARION AND HENRY BLOCH FAMILY FOUNDATION
    EIN:
    45-4047901
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WELLINGTON CTF DIH FMV 8,337,919 8,337,919
    WELLINGTON CTF DURABLE FMV 7,538,522 7,538,522
    LOOMIS SAYLES FMV 6,082,381 6,082,381
    SSGA - INTERMED US GOVT/CREDIT BOND FMV 37,262,476 37,262,476
    GRUSS GLOBAL INVESTORS FMV 2,241,562 2,241,562
    OCTAVIAN OFFSHORE FUND FMV 118,985 118,985
    FIR TREE INTL VALUE FUND FMV 2,319,811 2,319,811
    COVALENT CAPITAL PARTNERS FMV 0 0
    MASON CAPITAL LTD FMV 1,756,147 1,756,147
    COMMERCE BONDS FMV 0 0
    SCHWAB - DFA EMERGING MKTS FMV 8,055,113 8,055,113
    SCHWAB - VANGUARD DEVELOPED MKTS FMV 39,962,247 39,962,247
    SCHWAB - VANGUARD DIV APPR FMV 7,063,788 7,063,788
    SCHWAB - VANGUARD RUSSELL 3000 FMV 49,942,110 49,942,110
    SCHWAB - FIRST PACIFIC ADVISORS FMV 0 0
    SCHWAB - VANGUARD EMERGING MARKETS FMV 6,725,313 6,725,313
    SCHWAB - TEMPLETON GLOBAL FMV 5,816,767 5,816,767
    SCHWAB - LAZARD FMV 6,185,732 6,185,732
    GARDNER RUSSO FMV 10,294,289 10,294,289
    DODDINGTON GLOBAL FUND FMV 10,075,980 10,075,980
    WINGATE PARTNERS FMV 1,179,643 1,179,643
    COLCHESTER FMV 11,053,624 11,053,624
    OAKWOOD REAL ESTATE PARTNERS I FMV 2,682,103 2,682,103
    OAKWOOD REAL ESTATE PARTNERS II FMV 620,392 620,392
    CID CAPITAL II FMV 1,195,689 1,195,689
    COMMERCE TORTOISE FMV 5,590,482 5,590,482
    RIVERVEST VENTURE FUND FMV 833,140 833,140

    TY 2015 LegalFeesSchedule
    Name:
    MARION AND HENRY BLOCH FAMILY FOUNDATION
    EIN:
    45-4047901
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 10,479 524   9,955


    TY 2015 OtherAssetsSchedule
    Name:
    MARION AND HENRY BLOCH FAMILY FOUNDATION
    EIN:
    45-4047901
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM COVALENT 0 2,360,138 2,360,138


    TY 2015 OtherExpensesSchedule
    Name:
    MARION AND HENRY BLOCH FAMILY FOUNDATION
    EIN:
    45-4047901
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INFORMATION TECHNOLOGY 8,981 0   8,981
    SPECIAL EVENT EXPENSE 756 38   718
    INSURANCE 7,150 0   0
    MISCELLANEOUS 4,948 247   4,701


    TY 2015 OtherIncomeSchedule2
    Name:
    MARION AND HENRY BLOCH FAMILY FOUNDATION
    EIN:
    45-4047901
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME (LOSS) FROM SCHEDULES K-1   1,034,598  
    UNREALIZED GAIN (LOSS) ON INVESTMENTS -16,259,834   -16,259,834


    TY 2015 OtherLiabilitiesSchedule
    Name:
    MARION AND HENRY BLOCH FAMILY FOUNDATION
    EIN:
    45-4047901
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO HRB MANAGEMENT, INC. 25,650 27,773


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    MARION AND HENRY BLOCH FAMILY FOUNDATION
    EIN:
    45-4047901
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR AND SERVICE FEES 934,912 620,817   0
    MANAGEMENT FEES 308,900 43,246   265,654
    CONSULTING FEES 27,575 0   27,575
    LEGACY EXPENSES 166,098 0   166,098


    TY 2015 TaxesSchedule
    Name:
    MARION AND HENRY BLOCH FAMILY FOUNDATION
    EIN:
    45-4047901
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 92,237 0   0
    FOREIGN TAXES 27,641 27,641   0