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
H & R BLOCK 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

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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$56,729,987J 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) 154,700
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 650 650  
4 Dividends and interest from securities... 684,170 399,758  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,457,784
b Gross sales price for all assets on line 6a 19,072,796
7 Capital gain net income (from Part IV, line 2)... 7,051,373
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 -5,983,011 456,133  
12 Total. Add lines 1 through 11........ -1,685,707 7,907,914  
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 3,034 152   2,882
b Accounting fees (attach schedule)....... Click to see attachment 68,648 60,290   8,358
c Other professional fees (attach schedule).... Click to see attachment 592,725 195,673   300,259
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 56,330 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 6,864 343   6,521
21 Travel, conferences, and meetings....... 5,102 510   4,592
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 18,188 270   13,083
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 750,891 257,238   335,695
25 Contributions, gifts, grants paid....... 2,815,517 2,815,517
26 Total expenses and disbursements. Add lines 24 and 25 3,566,408 257,238   3,151,212
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,252,115
b Net investment income (if negative, enter -0-) 7,650,676
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.............      
2 Savings and temporary cash investments......... 2,880,986 3,736,788 3,736,788
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).......... 59,080,335 Click to see attachment52,965,426 52,965,426
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment25,650 Click to see attachment27,773 Click to see attachment27,773
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 61,986,971 56,729,987 56,729,987
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 attachment55,143 Click to see attachment50,274
23 Total liabilities (add lines 17 through 22)......... 55,143 50,274
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 26,347,268 21,095,153
30 Total net assets or fund balances (see instructions)..... 61,931,828 56,679,713
31 Total liabilities and net assets/fund balances (see instructions). 61,986,971 56,729,987
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
61,931,828
2
Enter amount from Part I, line 27a .....................
2
-5,252,115
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
56,679,713
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
56,679,713
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 LONG-TERM CAPITAL GAIN DISTRIBUTION      
b TORTOISE      
c PASSTHROUGH FROM SCH K-1 TORTOISE      
d WELLINGTON      
e PASSTHROUGH FROM SCH K-1 WELLINGTON      
CHARLES SCHWAB      
ARCHIPELAGO      
VANGUARD      
DODDINGTON      
PASSTHROUGH FROM SCH K-1 DODDINGTON      
SEMPER VIC      
OCTAVIAN      
COLCHESTER      
PASSTHROUGH FROM SCH K-1 COLCHESTER      
SSGA RUSSELL 3000      
PASSTHROUGH FROM SCH K-1 SSGA RUSSELL 3000      
SSGA MSCI      
PASSTHROUGH FROM SCH K-1 SSGA MSCI      
SSGA US GOV      
PASSTHROUGH FROM SCH K-1 SSGA US GOV      
(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 17,669     17,669
b 294,129   353,323 -59,194
c     1,645 -1,645
d 528,667   524,009 4,658
e     241,723 -241,723
3,363,802   3,252,099 111,703
7,352,078   4,141,515 3,210,563
500,000   336,833 163,167
144,954   144,954 0
122,870     122,870
1,100,000   1,065,253 34,747
301,015   347,375 -46,360
      0
27,010     27,010
9,430   6,567 2,863
3,149,505     3,149,505
10,281   8,440 1,841
624,787     624,787
1,505,289   1,597,687 -92,398
21,310     21,310
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       17,669
b       -59,194
c       -1,645
d       4,658
e       -241,723
      111,703
      3,210,563
      163,167
      0
      122,870
      34,747
      -46,360
      0
      27,010
      2,863
      3,149,505
      1,841
      624,787
      -92,398
      21,310
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 7,051,373
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 3,506,488 63,603,473 0.055130
2013 3,193,717 61,150,004 0.052228
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
2
Total of line 1, column (d) .....................
20.244894
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
0.048979
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
59,711,766
5
Multiply line 4 by line 3......................
5
2,924,623
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
76,507
7
Add lines 5 and 6........................
7
3,001,130
8
Enter qualifying distributions from Part XII, line 4.............
8
3,151,212
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 76,507
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 76,507
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 76,507
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 82,442
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.............. 7 132,442
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 55,935
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet55,935 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 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 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, TREASURER, DIREC
    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
    THOMAS A GERKE 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 - SEE STMT 15 PRESIDENT
    13.00     		56,113 6,140 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    CAREY WILKERSON LOONEY - SEE STMT 1 VICE PRESIDENT & SECRETARY
    28.00     		56,501 11,439 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 85,794
    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
    58,165,201
    b
    Average of monthly cash balances.......................
    1b
    2,455,881
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    60,621,082
    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
    60,621,082
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    909,316
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    59,711,766
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,985,588
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    2,985,588
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    76,507
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    76,507
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,909,081
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,909,081
    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
    2,909,081
    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
    3,151,212
    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
    3,151,212
    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
    76,507
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,074,705
    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 2,909,081
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 190,700
    b From 2011...... 94,841
    c From 2012......  
    d From 2013...... 199,167
    e From 2014...... 397,772
    fTotal of lines 3a through e........ 882,480
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 3,151,212
    a Applied to 2014, 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 2015 distributable amount..... 2,909,081
    e Remaining amount distributed out of corpus 242,131
    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 1,124,611
    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 ..........     		0
    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) ...     		190,700
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		933,911
    10 Analysis of line 9:
    a Excess from 2011.... 94,841
    b Excess from 2012....  
    c Excess from 2013.... 199,167
    d Excess from 2014.... 397,772
    e Excess from 2015.... 242,131
    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).)
    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 (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
    AFTER THE HARVEST
    406 W 34TH ST STE 816
    KANSAS CITY,MO64111     		  PC FUNDS FOR DATABASE DEVELOPMENT 20,000
    ALPINE THEATRE PROJECT
    PO BOX 1959
    WHITEFISH,MT59937     		  PC GRANT FOR MATCH 1,000
    AMETHYST PLACE
    2735 TROOST
    KANSAS CITY,MO64109     		  PC PURCHASE OF AND RENOVATIONS FOR A NEW BUILDING 35,000
    ARGENTINE NEIGHBORHOOD DEVELOPMENT ASSOCIATION
    2502 STRONG AVE
    KANSAS CITY,KS66106     		  PC CAPACITY BUILDING 20,000
    ARTS COUNCIL OF JOHNSON COUNTY
    15301 W 87TH ST PKWYSTE B40
    LENEXA,KS66219     		  PC COMMUNICATIONS AND SOCIAL MEDIA INTERNSHIP 5,000
    ASCENSION CATHOLIC SCHOOL
    9510 W 127TH ST
    OVERLAND PARK,KS66213     		  PC GRANT FOR MATCH 1,000
    BAY HARBOR FOUNDATION
    750 BAY HARBOR DR
    BAY HARBOR,MI49770     		  PC GRANT FOR MATCH 5,000
    BIG BROTHERSBIG SISTERS KANSAS CITY
    1709 WALNUT STREET
    KANSAS CITY,MO64108     		  PC THE NEXT BIG THING CAMPAIGN 75,000
    BILLINGS CENTRAL CATHOLIC HIGH
    3 BROADWATER AVE
    BILLINGS,MT59101     		  PC GRANT FOR MATCH 400
    BISHOP WARD HIGH SCHOOL
    708 NORTH 18TH STREET
    KANSAS CITY,KS66102     		  PC IMPROVE INFRASTRUCTURE FOR TECHNOLOGY 25,000
    BOYS AND GIRLS CLUBS OF GREATER KANSAS CITY
    4001 BLUE PARKWAY STE 102
    KANSAS CITY,MO64130     		  PC TEEN SERVICES PROGRAM - INDEPENDENCE UNIT 25,000
    CARE
    1528 27TH STREET SE
    RUSKIN,FL33570     		  PC HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE 5,000
    CALIFORNIA ODYSSEY OF THE MIND
    20304 DAYTON ST
    RIVERSIDE,CA92508     		  PC CASH FOR CHAMPIONS 400
    CAMPS FOR KIDS
    8014 STATE LINE RD STE 103
    LEAWOOD,KS66208     		  PC ONGOING PROGRAMS AND OPERATIONS 6,500
    CAPITAL UNIVERSITY
    1 COLLEGE MAIN
    COLUMBUS,OH43209     		  PC GRANT FOR MATCH 1,000
    CASA OF JOHNSON & WYANDOTTE COUNTIES
    5700 BROADMOOR SUITE 201
    MISSION,KS66202     		  PC ONGOING PROGRAMS AND OPERATIONS 4,500
    CATHOLIC CHARITIES OF NORTHEAST KANSAS
    9720 WEST 87TH STREET
    OVERLAND PARK,KS66212     		  PC PURCHASE OF BOX TRUCK AND EQUIPMENT FOR FOOD RELIEF PROGRAMS 28,000
    CENTER FOR PRACTICAL BIOETHICS
    1111 MAIN SUITE 500
    KANSAS CITY,MO64105     		  PC IMPROVING ADVANCE CARE PLANNING FOR AFRICAN-AMERICANS 10,000
    CENTRAL MICHIGAN UNIVERSITY
    524 EAST BELLOWS
    MT PLEASANT,MI48858     		  PC GRANT FOR MATCH 225
    CHARLOTTE STREET FOUNDATION
    PO BOX 10263
    KANSAS CITY,MO64108     		  PC ONGOING PROGRAMS AND OPERATIONS 6,000
    CHILD ABUSE PREVENTION ASSOCIATION INC
    503 E 23RD STREET
    INDEPENDENCE,MO64055     		  PC FUNDS TO SUPPORT STRATEGIC PLANNING 10,000
    CHWC INC
    2 SOUTH 14TH STREET
    KANSAS CITY,KS66102     		  PC AFFORDABLE HOUSING CAPACITY BUILDING 30,000
    CLAY COUNTY CLOTHES CLOSET
    3939 N CLEVELAND AVE
    KANSAS CITY,MO64117     		  PC CLOTHING FOR LOW-INCOME CHILDREN LIVING IN CLAY COUNTY, MISSOURI 2,500
    COALITION OF HISPANIC WOMEN AGAINST CANCER
    650 MINNESOTA AVENUE
    KANSAS CITY,KS66101     		  PC HENRY W. BLOCH OUSTANDING COMMUNITY SERVICE AWARD: IJ MNOOKIN AWARD WINNER 5,000
    COMMUNITY LINC
    4012-14 TROOST
    KANSAS CITY,MO64110     		  PC IMMEDIATE HOUSING PROGRAM 25,000
    COMMUNITY SERVICES LEAGUE
    404 NORTH NOLAND ROAD
    INDEPENDENCE,MO64050     		  PC WORK EXPRESS CAPACITY BUILDING PROJECT 20,100
    CORBETT PREP SCHOOL OF IDS
    12015 ORANGE GROVE DR
    TAMPA,FL33618     		  PC GRANT FOR MATCH 1,000
    CRISTO REY KANSAS CITY
    211 WEST LINWOOD BLVD
    KANSAS CITY,MO64111     		  PC CRISTO REY LITERACY INITIATIVE 35,000
    CROSS-LINES COMMUNITY OUTREACH
    736 SHAWNEE AVENUE
    KANSAS CITY,KS66105     		  PC HOPE FOR A BETTER TOMORROW CAPITAL CAMPAIGN 25,000
    DEPAUW UNIVERSITY
    300 E SEMINARY STREET
    GREENCASTLE,IN46135     		  PC GRANT FOR MATCH 1,000
    DON BOSCO COMMUNITY CENTER
    580 CAMPBELL STREET
    KANSAS CITY,MO64108     		  PC MEAL PROGRAM'S SYSTEM CONVERSION 20,000
    DONNELLY COLLEGE
    608 N 18TH STREET
    KANSAS CITY,KS66102     		  PC FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR THE HENRY W. BLOCH SCHOLARS PROGRAM DURING 2015 26,858
    DONNELLY COLLEGE
    608 N 18TH STREET
    KANSAS CITY,KS66102     		  PC FUNDS TO SUPPORT THE EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2015 485
    DONNELLY COLLEGE
    608 N 18TH STREET
    KANSAS CITY,KS66102     		  PC FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR THE HENRY W. BLOCH SCHOLARS PROGRAM DURING 2015 38,153
    DONNELLY COLLEGE
    608 N 18TH STREET
    KANSAS CITY,KS66102     		  PC FUNDS TO SUPPORT ONGOING PROGRAMS AND OPERATIONS 2,500
    DOWNTOWN TOPEKA FOUNDATION
    515 S KANSAS AVE STE A
    TOPEKA,KS66603     		  PC GRANT FOR MATCH 2,000
    EL CENTRO INC
    650 MINNESOTA AVENUE
    KANSAS CITY,KS66101     		  PC ACADEMY FOR CHILDREN RUBBER MULCH HEALTH AND SAFETY PROJECT 16,000
    EPEC INC
    5829 TROOST AVE SUITE B
    KANSAS CITY,MO64110     		  PC GROOMING SCHOOL RENOVATIONS AND FURNISHINGS 5,000
    FAMILY HEALTH CARE
    300 SOUTHWEST BOULEVARD
    KANSAS CITY,KS66103     		  PC BONE DENSITY SCREENING PROJECT 45,000
    FOSTER ADOPT CONNECT (FKA MIDWEST FOSTER CARE AND ADOPTION ASSOCIATION)
    18600 E 37TH TERRACE
    INDEPENDENCE,MO64057     		  PC IN-HOUSE CLINICAL THERAPIST 25,000
    FRIENDS OF CHAMBER MUSIC
    4635 WYANDOTTE ST SUITE 201
    KANSAS CITY,MO64112     		  PC ONGOING PROGRAMS AND OPERATIONS 14,500
    FRONT PORCH ALLIANCE
    3210 MICHIGAN
    KANSAS CITY,MO64109     		  PC GRANT FOR MATCH 4,600
    GEORGETOWN UNIVERSITY
    600 NEW JERSEY AVE NW
    WASHINGTON,DC20001     		  PC GRANT FOR MATCH 350
    GILLIS CENTER INC
    8150 WORNALL RD
    KANSAS CITY,MO64114     		  PC CRISIS RESPONSE THERAPIST 40,000
    GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC
    8383 BLUE PARKWAY
    KANSAS CITY,MO64133     		  PC RETENTION TRAINING FOR TROOP LEADERS OF OLDER GIRL SCOUTS 10,000
    GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC
    8383 BLUE PARKWAY
    KANSAS CITY,MO64133     		  PC CASH FOR CHAMPIONS 400
    GIVING THE BASICS INC
    3150 MERCIER SUITE 270-D2
    KANSAS CITY,MO64111     		  PC KANSAS CITY METRO SCHOOL INITIATIVES 5,000
    GLACIER NATIONAL PARK CONSERVANCY
    PO BOX 2749
    COLUMBIA FALLS,MT59912     		  PC GRANT FOR MATCH 1,000
    GREAT PLAINS SPCA
    5428 ANTIOCH DR
    MERRIAM,KS66202     		  PC CASH FOR CHAMPIONS 400
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105     		  PC PROFESSIONAL DEVELOPMENT WORKSHOP: "RESPONSIVE PHILANTHROPY IN BLACK COMMUNITIES" 3,000
    GREATER KANSAS CITY HISPANIC DEVELOPMENT FUND AT THE GKCF
    1055 BROADWAY BLVD SUITE 130
    KANSAS CITY,MO64105     		  PC FUNDS TO SUPPORT POST-SECONDARY SCHOLARSHIPS FOR AREA HISPANIC STUDENTS 10,000
    HAPPYBOTTOMS
    14820 W 107TH ST
    LENEXA,KS66215     		  PC TECHNOLOGY UPGRADES 10,000
    HARRIMAN-JEWELL SERIES
    500 COLLEGE HILL BOX 1015
    LIBERTY,MO64068     		  PC ONGOING PROGRAMS AND OPERATIONS 9,500
    HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS
    500 W US HIGHWAY 24
    INDEPENDENCE,MO64050     		  PC GRANT FOR MATCH 1,000
    HARVARD UNIVERSITY
    124 MOUNT AUBURN STREET FLOOR 4
    CAMBRIDGE,MA02138     		  PC GRANT FOR MATCH 3,000
    HARVESTERS - THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVE
    KANSAS CITY,MO64108     		  PC GRANT FOR MATCH 2,000
    HARVESTERS - THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVE
    KANSAS CITY,MO64108     		  PC ONGOING PROGRAMS AND OPERATIONS 25,000
    HARVESTERS - THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVE
    KANSAS CITY,MO64108     		  PC ASSOCIATE ENGAGEMENT 2,500
    HEALTH PARTNERSHIP CLINIC OF JOHNSON COUNTY
    407 S CLAIRBORNE RD
    OLATHE,KS66062     		  PC PHYSICIAN SERVICES AT HPC 25,000
    HEART OF AMERICA COMMUNITY AIDS PARTNERSHIP
    801 W 47TH STREET SUITE 500
    KANSAS CITY,MO64112     		  PC COLLABORATIVE GRANTMAKING ACTIVITIES FOR AIDS SERVICE ORGANIZATIONS DURING 2015 10,000
    HEIT'S POINT LUTHERAN MINISTRIES
    28345 HEITS POINT AVE
    LINCOLN,MO65338     		  PC CASH FOR CHAMPIONS 200
    HENRY WOLLMAN BLOCH FOUNTAIN FUND AT THE GKCF
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105     		  PC REPAIRS AND RENOVATIONS TO THE HENRY WOLLMAN BLOCH FOUNTAIN 350,000
    HIGH ASPIRATIONS
    6320 BROOKSIDE PLAZA SUITE 263
    KANSAS CITY,MO64113     		  PC ONGOING PROGRAMS AND OPERATIONS 5,000
    HOPE CENTER FOR WOMEN
    150 CLINE ROAD
    SCOTTSVILLE,KY42164     		  PC HENRY W. BLOCH NATIONAL AWARD FOR OUTSTANDING COMMUNITY SERVICE 5,000
    HYMAN BRAND HEBREW ACADEMY
    5801 WEST 115TH STREET STE 102
    OVERLAND PARK,KS66211     		  PC GRANT FOR MATCH 1,000
    INTERNATIONAL RELATIONS COUNCIL
    106 W 11TH STREET 1650
    KANSAS CITY,MO64105     		  PC ONGOING PROGRAMS AND OPERATIONS 5,000
    JACKSON COUNTY CASA
    2544 HOLMES
    KANSAS CITY,MO64108     		  PC ONGOING PROGRAMS AND OPERATIONS 11,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 W 115TH ST STE 201
    OVERLAND PARK,KS66211     		  PC HIRING OF A COMMUNITY SECURITY DIRECTOR 25,000
    JOHNSON COUNTY INTERFAITH HOSPITALITY NETWORK
    6315 WEST 110TH STREET
    OVERLAND PARK,KS66211     		  PC COMMUNICATIONS AND WEBSITE REDESIGN 10,000
    KANSAS CITY ART INSTITUTE
    4415 WARWICK BLVD
    KANSAS CITY,MO64111     		  PC ONGOING OPERATION OF THE H&R BLOCK ARSTSPACE 18,000
    KANSAS CITY BALLET
    500 WEST PERSHING ROAD
    KANSAS CITY,MO64108     		  PC ONGOING PROGRAMS AND OPERATIONS 22,000
    KANSAS CITY CARE CLINIC
    3515 BROADWAY
    KANSAS CITY,MO64111     		  PC CASH FOR CHAMPIONS 200
    KANSAS CITY EDUCATION FUNDERS COLLABORATIVE AT THE GKCF
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105     		  PC PROFESSIONAL DEVELOPMENT AND CLASSROOM PROJECTS TO INCREASE THE NUMBER OF QUALITY SEATS IN AREA SCHOOLS 100,000
    KANSAS CITY FRIENDS OF ALVIN AILEY
    1714 EAST 18TH STREET
    KANSAS CITY,MO64108     		  PC ONGOING PROGRAMS AND OPERATIONS 25,000
    KANSAS CITY REPERTORY THEATRE
    4825 TROOST AVENUE SUITE 106
    KANSAS CITY,MO64110     		  PC ONGOING PROGRAMS AND OPERATIONS 15,000
    KANSAS CITY SYMPHONY
    1703 WYANDOTTE ST SUITE 200
    KANSAS CITY,MO64108     		  PC ONGOING PROGRAMS AND OPERATIONS 25,000
    KANSAS CITY YOUNG AUDIENCES
    5601 WYANDOTTE ST
    KANSAS CITY,MO64113     		  PC ONGOING OPERATION OF ARTS PARTNERS 13,000
    KEMPER MUSEUM MILESTONE FUND AT THE GKCF
    4420 WARWICK BLVD
    KANSAS CITY,MO64111     		  PC ONGOING PROGRAMS AND OPERATIONS 18,000
    KIDS TLC
    480 S ROGERS ROAD
    OLATHE,KS66062     		  PC THE PHOENIX SANCTUARY HOUSE 25,000
    KU ENDOWMENT
    PO BOX 928
    LAWRENCE,KS66044     		  PC GRANT FOR MATCH 1,840
    KVC HEALTH SYSTEMS
    21350 W 153RD ST
    OLATHE,KS66061     		  PC BUILDING FAMILIES CAPITAL CAMPAIGN 50,000
    LINDA HALL LIBRARY OF SCIENCE ENGINEERING & TECHNOLOGY
    5109 CHERRY STREET
    KANSAS CITY,MO64110     		  PC LINDA HALL LIBRARY FOUNDATION COLLOQUIUM: THE SCIENCE OF LONGEVITY 5,000
    LITERACY LAB KANSAS CITY
    1003 K STREET NW SUITE 500
    WASHINGTON,DC20001     		  PC MISSOURI READING CORPS 10,000
    LOCAL INITIATIVES SUPPORT CORPORATION - LISC
    600 BROADWAY SUITE 280
    KANSAS CITY,MO64105     		  PC GREATER KANSAS CITY LISC 150,000
    LOCAL INITIATIVES SUPPORT CORPORATION - LISC
    600 BROADWAY SUITE 280
    KANSAS CITY,MO64105     		  PC "CATALYTIC URBAN REDEVELOPMENT INITIATIVE 10,000
    LYRIC OPERA OF KANSAS CITY INC
    1725 HOLMES STREET
    KANSAS CITY,MO64108     		  PC ONGOING PROGRAMS AND OPERATIONS 19,000
    MATTIE RHODES COUNSELING & ARTS CENTER
    1740 JEFFERSON ST
    KANSAS CITY,MO64108     		  PC HISTORIC CERAMICS STUDIO ROOF REPAIR 25,000
    MENTAL HEALTH ASSOCIATION OF THE HEARTLAND
    739 MINNESOTA AVENUE
    KANSAS CITY,KS66101     		  PC BENEVON IMPLEMENTATION 10,000
    METROPOLITAN COMMUNITY COLLEGE FOUNDATION
    3200 BROADWAY
    KANSAS CITY,MO64111     		  PC FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR THE HENRY W. BLOCH SCHOLARS PROGRAM DURING 2015 47,375
    METROPOLITAN COMMUNITY COLLEGE FOUNDATION
    3200 BROADWAY
    KANSAS CITY,MO64111     		  PC FUNDS TO SUPPORT THE EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2015 170
    METROPOLITAN LUTHERAN MINISTRY
    3031 HOLMES ST
    KANSAS CITY,MO64109     		  PC NEW NORTHLAND SERVICE CENTER 50,000
    MID AMERICA ASSISTANCE COALITION
    1 WEST ARMOUR BLVD SUITE 301
    KANSAS CITY,MO64111     		  PC ONGOING PROGRAMS AND OPERATIONS 25,000
    MID-AMERICA ARTS ALLIANCE
    2018 BALTIMORE AVENUE
    KANSAS CITY,MO64108     		  PC KANSAS CITY AREA CULTURAL PROGRAMMING 10,000
    MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION
    600 BROADWAY
    KANSAS CITY,MO64105     		  PC EARLY LEARNING PROGRAM OUTCOMES 25,000
    MID-SHORE COMMUNITY FOUNDATION INC
    102 EAST DOVER STREET 2ND FLOOR
    EASTON,MD21601     		  PC GRANT FOR MATCH 1,000
    MIDWEST CENTER FOR HOLOCAUST EDUCATION
    5801 WEST 115TH STREET SUITE 106
    OVERLAND PARK,KS66211     		  PC DISCOVERY AND RECOVERY: PRESERVING IRAQI JEWISH HERITAGE 7,500
    MILES OF SMILES
    5536 NE ANTIOCH ROAD
    KANSAS CITY,MO64119     		  PC PURCHASE OF AN OPERATORY CHAIR AND AUTOCLAVE FOR THE NEW LOCATION 9,000
    MISSION OF HOPE CLINIC
    6303 EVANSTON AVENUE
    RAYTOWN,MO64133     		  PC PURCHASE OF A PORTABLE, DIGITAL XRAY MACHINE AND 3 OPERATORY LIGHTS FOR THE DENTAL CLINIC 13,500
    MISSOURI COLLEGES FUND INC
    3401 W TRUMAN BLVD STE 202
    JEFFERSON CITY,MO65109     		  PC ONGOING OPERATION OF THE TEACHERS FIRST SCHOLARSHIP FUND 2,500
    MISSOURI STATE UNIVERSITY FOUNDATION
    300 S JEFFERSON AVE STE 100
    SPRINGFIELD,MO65806     		  PC GRANT FOR MATCH 1,000
    MOCSA
    3100 BROADWAY SUITE 400
    KANSAS CITY,MO64111     		  PC ONGOING PROGRAMS AND OPERATIONS 11,000
    MOOSEHEART CHILD CITY AND SCHOOL
    155 SOUTH INTERNATIONAL DRIVE
    MOOSEHEART,IL60539     		  PC HENRY W. BLOCH OUTSTANDING COMMUNITY SERVICE AWARD 2,000
    NATIVITY PARISH SCHOOL
    3800 W 119TH ST
    LEAWOOD,KS66209     		  PC GRANT FOR MATCH 1,000
    NEBRASKA HUMANE SOCIETY
    8929 FORT STREET
    OMAHA,NE68134     		  PC GRANT FOR MATCH 5,000
    NEIGHBORHOODS RISING FUND
    MOHART MULTIPURPOSE CENTER 3200
    WAYNE
    KANSAS CITY,MO64109     		  PC COLLABORATIVE GRANTMAKING FUND TO SUPPORT NEIGHBORHOOD IMPROVEMENT PROJECTS. 10,000
    NEW REFORM TEMPLE
    7100 MAIN
    KANSAS CITY,MO64114     		  PC GRANT FOR MATCH 5,000
    NILES HOME FOR CHILDREN
    1911 E 23RD ST
    KANSAS CITY,MO64127     		  PC SHELTER RENOVATIONS 25,000
    NORTH VALLEY MUSIC SCHOOL
    PO BOX 4446
    WHITEFISH,MT59937     		  PC GRANT FOR MATCH 250
    NORTHEAST COMMUNITY CENTER INC
    544 WABASH ST
    KANSAS CITY,MO64124     		  PC HARMONY PROJECT KC 7,000
    NORTHLAND HEALTH CARE ACCESS
    PO BOX 14414
    PARKVILLE,MO64152     		  PC STRATEGIC PLANNING 10,000
    OPERATION BREAKTHROUGH
    3039 TROOST AVENUE
    KANSAS CITY,MO64109     		  PC OB EARLY LEARNING COLLABORATIVE 20,000
    OPERATION HOMEFRONT
    1355 CENTRAL PARKWAY SOUTH SUITE
    100
    SAN ANTONIO,TX78232     		  PC HENRY W. BLOCH OUTSTANDING AWARD FOR COMMUNITY SERVICE 3,000
    OWENCOX DANCE GROUP
    3925 MAIN STREET SUITE B
    KANSAS CITY,MO64111     		  PC TAKE THE STAGE PROGRAM 5,000
    OZANAM
    421 E 137TH ST
    KANSAS CITY,MO64145     		  PC ONGOING PROGRAMS AND OPERATIONS 6,500
    PARISH OF ST PATRICK
    1357 NE 42ND TERRACE
    KANSAS CITY,MO64116     		  PC CASH FOR CHAMPIONS 400
    PEMBROKE HILL SCHOOL
    400 W 51ST STREET
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 1,000
    PEMBROKE HILL SCHOOL
    400 W 51ST STREET
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 2,000
    PHOENIX FAMILY
    3908 WASHINGTON
    KANSAS CITY,MO64111     		  PC EXPANSION OF THE HIKE READING PROGRAM 10,000
    RAVENWOOD NATURAL SCIENCE CENTER
    PO BOX 1314
    WHITEFISH,MT59937     		  PC GRANT FOR MATCH 2,925
    READING POWER INC
    736 N WESTERN AVE
    LAKE FOREST,IL60045     		  PC GRANT FOR MATCH 100
    REGIS UNIVERSITY
    3333 REGIS BLVD B-16
    DENVER,CO80221     		  PC GRANT FOR MATCH 500
    REHABILITATION INSTITUTE OF KANSAS CITY
    3011 BALTIMORE AVENUE
    KANSAS CITY,MO64108     		  PC RIKC - CHILDREN'S TLC MERGER 36,500
    RESTART INC
    918 EAST 9TH STREET
    KANSAS CITY,MO64106     		  PC STAFF CAPACITY BUILDING ACTIVITIES 30,000
    SAVE FOUNDATION INC
    3000 HARRISON BLVD
    KANSAS CITY,MO64109     		  PC SILVERLEAF CAPITAL CAMPAIGN 35,000
    SCIENCE PIONEERS
    30 W PERSHING ROAD SUITE 410
    KANSAS CITY,MO64108     		  PC STRATEGIC PLANNING 10,000
    SCRANTON PREPARATORY SCHOOL
    1000 WYOMING AVE
    SCRANTON,PA18509     		  PC GRANT FOR MATCH 350
    SECONDARY TRAUMA RESOURCE CENTER
    PO BOX 7101
    KANSAS CITY,MO64113     		  PC CAPACITY BUILDING AND SUSTAINABILITY PLANNING 8,500
    SHEFFIELD PLACE
    6604 EAST 12TH STREET
    KANSAS CITY,MO64126     		  PC ONGOING PROGRAMS AND OPERATIONS 6,500
    SHERWOOD CENTER
    7938 CHESTNUT AVE
    KANSAS CITY,MO64132     		  PC FUNDS TO INSTALL A NEW PLAYGROUND 25,000
    SHOW ME KC SCHOOLS
    4049 W PENNSYLVANIA AVE SUITE 301
    KANSAS CITY,MO64111     		  PC STRATEGIC PLANNING 10,000
    SMITH COLLEGE
    GIFT ACCOUNTING 33 ELM ST
    NORTHAMPTON,MA01063     		  PC GRANT FOR MATCH 3,000
    SOUTHERN METHODIST UNIVERSITY
    PO BOX 750402
    DALLAS,TX75275     		  PC GRANT FOR MATCH 4,500
    ST ANN'S CATHOLIC SCHOOL
    7241 MISSION ROAD
    PRAIRIE VILLAGE,KS66208     		  PC GRANT FOR MATCH 500
    ST JAMES ACADEMY
    24505 PRAIRIE STAR PARKWAY
    LENEXA,KS66111     		  PC GRANT FOR MATCH 1,000
    ST JAMES ACADEMY
    24505 PRAIRIE STAR PARKWAY
    LENEXA,KS66111     		  PC CASH FOR CHAMPIONS 400
    STACKS YOUTH PROJECT
    305 N SCOTT
    BELTON,MO64012     		  PC CASH FOR CHAMPIONS 400
    SUMMERFEST CONCERTS INC
    PO BOX 22697
    KANSAS CITY,MO64113     		  PC ONGOING PROGRAMS AND OPERATIONS 3,500
    SWOPE CORRIDOR RENAISSANCETHE UPPER ROOM INC
    5930 SWOPE PARKWAY
    KANSAS CITY,MO64130     		  PC RAISING A READER KANSAS CITY PROGRAM 25,000
    SYNERGY SERVICES
    400 E 6TH ST
    PARKVILLE,MO64152     		  PC CAPITAL CAMPAIGN 37,500
    TALBOT INTERFAITH SHELTER
    107 GOLDSBOROUGH ST
    EASTON,MD21601     		  PC GRANT FOR MATCH 500
    THE ARTS COUNCIL OF METROPOLITAN KANSAS CITY
    106 SW BLVD
    KANSAS CITY,MO64108     		  PC ARTSKC FUND-CATALYST CATEGORY 35,000
    THE ARTS COUNCIL OF METROPOLITAN KANSAS CITY
    106 SW BLVD
    KANSAS CITY,MO64108     		  PC EXECUTIVE DIRECTOR TRANSITION 5,000
    THE CHILDREN'S PLACE
    2 EAST 59TH STREET
    KANSAS CITY,MO64113     		  PC GRANT FOR MATCH 1,000
    THE COTERIE
    2450 GRAND BLVD SUITE 144
    KANSAS CITY,MO64108     		  PC ONGOING PROGRAMS AND OPERATIONS 9,000
    THE COTERIE
    2450 GRAND BLVD SUITE 144
    KANSAS CITY,MO64108     		  PC ONGOING PROGRAMS AND OPERATIONS 9,000
    THE NATIONAL MUSEUM OF TOYS AND MINIATURES SUPPORT FUND
    5235 OAK STREET
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 2,000
    THE NATURE CONSERVANCY KANSAS CHAPTER
    2420 NW BUTTON ROAD
    TOPEKA,KS66618     		  PC CONSERVATION OF LANDS AND WATERS THAT BENEFIT INDIVIDUALS RESIDING IN THE GREATER KANSAS CITY AREA, INCLUDING JOHNSON AND WYANDOTTE COUNTIES IN KANSAS 5,000
    THE NELSON GALLERY FOUNDATION
    4525 OAK ST
    KANSAS CITY,MO64111     		  PC GRANT FOR MATCH 15,000
    THE OHIO STATE UNIVERSITY FOUNDATION
    PO BOX 710811
    COLUMBUS,OH43271     		  PC GRANT FOR MATCH 150
    THE PAUL MESNER PUPPETS INC
    1006 LINWOOD BLVD
    KANSAS CITY,MO64105     		  PC LIGHTING AND AUDIO-VISUAL SYSTEM 6,000
    THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
    5200 OAK ST
    KANSAS CITY,MO64112     		  PC ASSOCIATE ENGAGEMENT: MEALS ON WHEELS 2,500
    THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
    5200 OAK ST
    KANSAS CITY,MO64112     		  PC ONGOING OPERATION OF THE SENIOR COMPANIONS PROGRAM 5,500
    THE SPHINX ORGANIZATION
    400 RENAISSANCE CTR STE 2250
    DETROIT,MI48243     		  PC GRANT FOR MATCH 4,000
    TURN THE PAGE KC
    414 E 12TH STREET FLOOR 29
    KANSAS CITY,MO64106     		  PC ESTABLISHMENT OF THE EDUHUB 25,000
    UMKC FOUNDATION
    202 ADMINISTRATIVE CENTER
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 15,525
    UMKC FOUNDATION
    202 ADMINISTRATIVE CENTER
    KANSAS CITY,MO64112     		  PC FUNDS TO SUPPORT THE EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2015 2,775
    UMKC FOUNDATION
    202 ADMINISTRATIVE CENTER
    KANSAS CITY,MO64112     		  PC FUNDS TO SUPPORT TUITION/FEES AND ACADEMIC COACHING EXPENSES FOR THE HENRY W. BLOCH SCHOLARS PROGRAM DURING 2015 189,896
    UNICORN THEATRE
    3828 MAIN STREET
    KANSAS CITY,MO64111     		  PC ONGOING PROGRAMS AND OPERATIONS 9,000
    UNITED FUND OF TALBOT COUNTY
    121 N WASHINGTON ST
    EASTON,MD21601     		  PC GRANT FOR MATCH 3,500
    UNITED INNER CITY SERVICES
    2008 E 12TH ST
    KANSAS CITY,MO64127     		  PC CAPACITY BUILDING AND INSTRUCTIONAL PLANNING 25,000
    UNITED WAY OF GREATER KANSAS CITY
    801 WEST 47TH STREET SUITE 500
    KANSAS CITY,MO64112     		  PC UNITED WAY DIVERSITY AND INCLUSION EFFORT 50,000
    UNITED WAY OF GREATER KANSAS CITY
    801 WEST 47TH STREET SUITE 500
    KANSAS CITY,MO64112     		  PC ONGOING OPERATIONS OF THE 2-1-1 INFORMATION AND REFERRAL SYSTEM 15,000
    UNIVERSITY OF MISSOURI-COLUMBIA
    407 REYNOLDS ALUMNI CENTER
    COLUMBIA,MO65211     		  PC GRANT FOR MATCH 2,140
    UNIVERSITY OF NOTRE DAME
    1100 GRACE HALL
    NOTRE DAME,IN46556     		  PC GRANT FOR MATCH 5,000
    UNIVERSITY OF SCRANTON
    800 LINDEN ST
    SCRANTON,PA18510     		  PC GRANT FOR MATCH 650
    UNIVERSITY OF WISCONSIN EAU CLAIRE FOUNDATION
    214 SCHOFIELD HALL
    EAU CLAIRE,WI54702     		  PC GRANT FOR MATCH 5,000
    VASSAR COLLEGE
    124 RAYMOND AVENUE BOX 14
    POUGHKEEPSIE,NY12604     		  PC GRANT FOR MATCH 5,000
    WASHINGTON UNIVERSITY
    ONE BROOKINGS DRIVE BOX 1210
    ST LOUIS,MO63130     		  PC GRANT FOR MATCH 1,000
    WILDWOOD OUTDOOR EDUCATION CENTER
    1403 SOUTHWEST BLVD STE 2B
    KANSAS CITY,KS66103     		  PC ONGOING PROGRAMS AND OPERATIONS 6,500
    WILLIAM JEWELL COLLEGE
    500 COLLEGE HILL
    LIBERTY,MO64068     		  PC GRANT FOR MATCH 2,000
    WOMEN'S EMPLOYMENT NETWORK
    920 MAIN STREET SUITE 100
    KANSAS CITY,MO64105     		  PC MONEY MATTERS FINANCIAL EDUCATION SERIES 30,000
    WONDERLAND CAMP FOUNDATION INC
    18591 MILLER CIRCLE
    ROCKY MOUNT,MO65072     		  PC CASH FOR CHAMPIONS 400
    WOODRUFF ARTS CENTER
    1280 PEACHTREE STREET NE
    ATLANTA,GA30309     		  PC GRANT FOR MATCH 5,000
    YOUNG WOMEN ON THE MOVE
    2907 NORTH 81ST STREET
    KANSAS CITY,KS66109     		  PC PURCHASE A VAN FOR PROGRAM SERVICES 15,000
    YOUTH SYMPHONY OF KANSAS CITY
    209 W 18TH STREET
    KANSAS CITY,MO64108     		  PC ONGOING PROGRAMS AND OPERATIONS 4,000
    Total .................................bullet 3a 2,815,517
    bApproved for future payment
    ARGENTINE NEIGHBORHOOD DEVELOPMENT ASSOCIATION
    2502 STRONG AVE
    KANSAS CITY,KS66106     		  PC ANDA CAPACITY BUILDING PROJECT 15,000
    ARTS AND RECREATION FOUNDATION OF OVERLAND PARK
    13800 SWITZER ROAD
    OVERLAND PARK,KS66221     		  PC FUNDS TO SUPPORT THE CAPITAL CAMPAIGN AT DEANNA ROSE FARMSTEAD 10,000
    CROSS-LINES COMMUNITY OUTREACH
    736 SHAWNEE AVENUE
    KANSAS CITY,KS66105     		  PC SUPPORT FOR THE HOPE FOR A BETTER TOMORROW CAPITAL CAMPAIGN 25,000
    KVC HEALTH SYSTEMS
    21350 W 153RD ST
    OLATHE,KS66061     		  PC FUNDS TO SUPPORT THE BUILDING FAMILIES CAPITAL CAMPAIGN 50,000
    NEWHOUSE
    PO BOX 240019
    KANSAS CITY,MO64124     		  PC FUNDS TO SUPPORT THE NEW BEGINNINGS CAPITAL CAMPAIGN 50,000
    OPERATION BREAKTHROUGH
    3039 TROOST AVENUE
    KANSAS CITY,MO64109     		  PC FUNDS TO SUPPORT THE OB EARLY LEARNING COLLABORATIVE 20,000
    REHABILITATION INSTITUTE OF KANSAS CITY
    3011 BALTIMORE AVENUE
    KANSAS CITY,MO64108     		  PC FUNDS TO SUPPORT THE RIKC - CHILDREN'S TLC MERGER 36,500
    RESTART INC
    918 EAST 9TH STREET
    KANSAS CITY,MO64106     		  PC ONGOING PROGRAMS AND OPERATIONS 14,850
    SYNERGY SERVICES
    400 E 6TH ST
    PARKVILLE,MO64152     		  PC FUNDS TO SUPPORT THE CAPITAL CAMPAIGN 37,500
    Total .................................bullet 3b 258,850
    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 ...........     		    14 650  
    4 Dividends and interest from securities....     14 684,170  
    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 2,284  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 3,457,784  
    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 -5,985,295  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 -1,840,407 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13-1,840,407
    (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
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) 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

    		$ 154,700


    (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
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    H & R BLOCK FOUNDATION
          		Employer identification number

    23-7378232
    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:
    H & R BLOCK FOUNDATION
    EIN:
    23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND AUDIT FEES 68,648 60,290   8,358

    TY 2015 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, HIGHLY PAID CONTRACTORS. OFFICERS DAVID P. MILES AND CAREY WILKERSON ARE EMPLOYEES OF AND ARE 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 OFFICERS IS REPORTED IN PART VIII, LINE 1, OFFICER COMPENSATION AS IF THE FOUNDATION HAD PAID THE OFFICERS 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:
    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 0 0
    DIMENSIONAL EMERGING MARKETS FUND FMV 2,042,204 2,042,204
    FIR TREE INTERNATIONAL VALUE FUND FMV 1,450,755 1,450,755
    GRUSS GLOBAL INVESTORS MASTER FUND FMV 1,657,240 1,657,240
    OCTAVIAN OFFSHORE FUND FMV 80,203 80,203
    SSGA INTERMEDIATE US GOVT BOND FUND FMV 5,991,900 5,991,900
    SSGA RUSSELL 3000 LENDING INDEX CTF FMV 12,577,831 12,577,831
    SSGA MSCI EAFE INDEX FMV 9,469,573 9,469,573
    VANGUARD DIVIDEND APPRECIATION FUND FMV 1,578,381 1,578,381
    WELLINGTON CTF DIH FMV 1,763,483 1,763,483
    COLCHESTER FMV 2,119,275 2,119,275
    FRANKLIN TEMPLETON FMV 2,254,794 2,254,794
    WINGATE PARTNERS FMV 294,911 294,911
    CID CAPITAL FMV 298,880 298,880
    DODDINGTON GLOBAL FUND LLC FMV 2,073,058 2,073,058
    FPA CRESCENT FUND FMV 0 0
    VANGARD EMERGING MARKETS FMV 1,810,466 1,810,466
    COMMER TORTOISE FMV 1,144,921 1,144,921
    LAZARD GLOBAL FMV 1,360,873 1,360,873
    SEMPER VIC FMV 3,001,009 3,001,009
    RIVERVEST VENTURE FUND FMV 277,713 277,713
    WELLINGTON CTF DURABLE FMV 1,407,759 1,407,759
    OAKWOOD REAL ESTATE PARTNERS II FMV 310,197 310,197

    TY 2015 LegalFeesSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN:
    23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,034 152   2,882


    TY 2015 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
    DUE FROM MARION AND HENRY BLOCH FAMILY FOUNDATION 25,650 27,773 27,773


    TY 2015 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 6,853 0   6,853
    SPECIAL EVENT EXPENSE 2,010 101   1,910
    VOLUNTEER PROGRAM COSTS 1,099 0   1,099
    INSURANCE-GENERAL 4,835 0   0
    MISCELLANEOUS 3,391 169   3,221


    TY 2015 OtherIncomeSchedule2
    Name:
    H & R BLOCK FOUNDATION
    EIN:
    23-7378232
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME (LOSS) FROM SCHEDULES K-1   453,849  
    OTHER INVESTMENT INCOME 2,284 2,284 2,284
    UNREALIZED GAIN (LOSS) ON INVESTMENTS -5,985,295   -5,985,295


    TY 2015 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. 55,143 50,274


    TY 2015 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 267,439 170,646   0
    MANAGEMENT FEES 292,097 23,368   268,729
    CONSULTING FEES 33,189 1,659   31,530


    TY 2015 TaxesSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN:
    23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 56,330 0   0