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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$256,694,690J 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 Check bullet.............
3 Interest on savings and temporary cash investments 3,291 3,291  
4 Dividends and interest from securities... 5,204,347 4,534,175  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,817,155
b Gross sales price for all assets on line 6a 47,193,593
7 Capital gain net income (from Part IV, line 2)... 9,008,371
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 -22,175,877 -420,027  
12 Total. Add lines 1 through 11........ -10,151,084 13,125,810  
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 12,220 611   11,609
b Accounting fees (attach schedule)....... Click to see attachment 66,405 37,962   7,963
c Other professional fees (attach schedule).... Click to see attachment 3,439,641 953,455   477,052
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 97,799 35,240   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 17,784 889   16,895
21 Travel, conferences, and meetings....... 3,802 380   3,422
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 33,282 519   25,591
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,670,933 1,029,056   542,532
25 Contributions, gifts, grants paid....... 12,826,473 12,826,473
26 Total expenses and disbursements. Add lines 24 and 25 16,497,406 1,029,056   13,369,005
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -26,648,490
b Net investment income (if negative, enter -0-) 12,096,754
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 413,102 628,450 628,450
2 Savings and temporary cash investments......... 14,643,410 14,269,814 14,269,814
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).......... 267,960,557 Click to see attachment241,776,529 241,776,529
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment323,365 Click to see attachment19,897 Click to see attachment19,897
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 283,340,434 256,694,690 256,694,690
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 attachment38,128 Click to see attachment40,874
23 Total liabilities (add lines 17 through 22)......... 38,128 40,874
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 283,302,306 256,653,816
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 283,302,306 256,653,816
31 Total liabilities and net assets/fund balances (see instructions). 283,340,434 256,694,690
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
283,302,306
2
Enter amount from Part I, line 27a .....................
2
-26,648,490
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
256,653,816
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
256,653,816
Form 990-PF (2018)
Form 990-PF (2018)
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 P    
b OAKWOOD REAL ESTATE PARTNERS I P    
c PASSTHROUGH FROM SCH K-1 OAKWOOD REAL ESTATE PARTNERS I P    
d CHARLES SCHWAB P    
e WELLINGTON CTF DIH P    
PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH P    
LOOMIS SAYLES P    
PASSTHROUGH FROM SCH K-1 LOOMIS SAYLES P    
GARDNER RUSSO P    
COMMERCE TORTOISE SALE OF UNITS P    
PASSTHROUGH FROM SCH K-1 COMMERCE TORTOISE P    
WELLINGTON CTF DURABLES P    
PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DURABLES P    
RIVERVEST IV P    
OAKWOOD REAL ESTATE PARTNERS II P    
PASSTHROUGH FROM SCH K-1 OAKWOOD REAL ESTATE PARTNERS II P    
DOVER STREET IX P    
AXIOM ASIA P    
PASSTHROUGH FROM SCH K-1 AXIOM ASIA P    
ENCAP INVESTMENTS P    
OAKWOOD REAL ESTATE PARTNERS III P    
PASSTHROUGH FROM SCH K-1 OAKWOOD REAL ESTATE PARTNERS III P    
AVIVA P    
PASSTHROUGH FROM SCH K-1 AXIOM ASIA V P    
PASSTHROUGH FROM SCH K-1 PARAMETRICS P    
PASSTHROUGH FROM SCH K-1 LITTLEJOHN P    
RIVERVEST III P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 31,735     31,735
b 291,732     291,732
c 103,520     103,520
d 20,593,422   15,879,140 4,714,282
e 8,590,222   9,353,917 -763,695
117,469     117,469
7,632     7,632
    65,997 -65,997
12,843,297   9,466,845 3,376,452
3,068,904   3,287,041 -218,137
11,297     11,297
73,813   53,923 19,890
439,580     439,580
    71,910 -71,910
174,540     174,540
371,814     371,814
175,805     175,805
32,707     32,707
15,431     15,431
    2,564 -2,564
21,371     21,371
24,629     24,629
155,846     155,846
    159 -159
    3,726 -3,726
47,001     47,001
1,826     1,826
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       31,735
b       291,732
c       103,520
d       4,714,282
e       -763,695
      117,469
      7,632
      -65,997
      3,376,452
      -218,137
      11,297
      19,890
      439,580
      -71,910
      174,540
      371,814
      175,805
      32,707
      15,431
      -2,564
      21,371
      24,629
      155,846
      -159
      -3,726
      47,001
      1,826
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 9,008,371
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))
2017 12,517,055 270,027,662 0.046355
2016 12,858,929 249,065,213 0.051629
2015 13,270,716 261,508,339 0.050747
2014 8,417,928 268,330,144 0.031372
2013 6,170,651 252,916,578 0.024398
2
Total of line 1, column (d) .....................
2
0.204501
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.040900
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
275,562,624
5
Multiply line 4 by line 3......................
5
11,270,511
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
120,968
7
Add lines 5 and 6........................
7
11,391,479
8
Enter qualifying distributions from Part XII, line 4,.............
8
13,369,005
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 120,968
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........................... 3 120,968
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- ..... 5 120,968
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 53,740
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 153,740
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 32,772
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet32,772 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 EMERITUS & DIRECTOR
    5.00     		0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    THOMAS M BLOCH CHAIRMAN & DIRECTOR
    5.00     		0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    ROBERT L BLOCH VICE CHAIRMAN, 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 VICE CHAIRMAN & 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
    JOHN R PHILLIPS 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 15 PRESIDENT
    30.00     		175,201 18,090 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 470,186
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISOR 318,297
    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 (2018)
    Form 990-PF (2018)
    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
    264,253,869
    b
    Average of monthly cash balances.......................
    1b
    15,505,140
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    279,759,009
    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
    279,759,009
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,196,385
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    275,562,624
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    13,778,131
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    13,778,131
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    120,968
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    120,968
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    13,657,163
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    13,657,163
    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
    13,657,163
    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
    13,369,005
    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
    13,369,005
    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
    120,968
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    13,248,037
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 13,657,163
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 12,806,366
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 13,369,005
    a Applied to 2017, but not more than line 2a 12,806,366
    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 2018 distributable amount..... 562,639
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		13,094,524
    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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    ALZHEIMER'S ASSOCIAION - HEART OF AMERICA CHAPTER
    5651 OAKWOOD RD
    SHAWNEE MISSION,KS66208     		  PC GRANT FOR MATCH 600
    AMERICAN PUBLIC SQUARE INC
    5049 WORNALL RD 10EF
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 500
    ARTS KC - REGIONAL ARTS COUNCIL
    106 SOUTHWEST BOULEVARD
    KANSAS CITY,MO64108     		  PC GRANT FOR MATCH 666
    AVILA UNIVERSITY
    11901 WORNALL ROAD
    KANSAS CITY,MO64145     		  PC MARION AND HENRY BLOCH ENDOWED SCHOLARSHIP FUND 25,000
    AVODAH
    125 MAIDEN LANE 8B
    NEW YORK,NY10038     		  PC MILLENNIAL ENGAGEMENT FOR AVODAH KANSAS CITY 6,000
    CITY YEAR KANSAS CITY
    415 DELAWARE STREET 3RD FLOOR
    KANSAS CITY,MO64105     		  PC SUPPORT START-UP OF CITY YEAR KANSAS CITY 100,000
    CREDIT & HOMEOWNERSHIP EMPOWERMENT SERVICES
    3125 GILLHAM PLAZA
    KANSAS CITY,MO64109     		  PC PROJECT "BUILD, RESTORE, ENGAGE" 71,000
    CROSSROADS CHARTER SCHOOLS
    1011 CENTRAL STREET
    KANSAS CITY,MO64105     		  PC CROSSROADS ENROLLMENT OUTREACH 52,000
    DELASALLE EDUCATION CENTER
    3737 TROOST AVENUE
    KANSAS CITY,MO64109     		  PC 21ST CENTURY COLLEGE AND CAREER READINESS PROGRAM MODEL 50,000
    DON BOSCO COMMUNITY CENTER
    580 CAMPBELL
    KANSAS CITY,MO641061273     		  PC COMMUNITY BUILDING, BUILDING COMMUNITY 50,000
    DONNELLY COLLEGE
    608 N 18TH STREET
    KANSAS CITY,KS66102     		  PC ACUE COURSE IN EFFECTIVE TEACHING PRACTICES 67,000
    DONNELLY COLLEGE
    608 N 18TH STREET
    KANSAS CITY,KS66102     		  PC MARION BLOCH ENDOWED SCHOLARSHIP FUND 25,000
    EMMANUEL FAMILY & CHILD DEVELOPMENT CENTER AND EMERGENCY SHELTER
    2416 SWOPE PARKWAY
    KANSAS CITY,MO64130     		  PC NEW FACILITY 50,000
    EMPOWER MISSOURI
    308 E HIGH ST STE 100
    JEFFERSON CITY,MO65101     		  PC MATCHING GIFT 100
    FAMILY HEALTH CARE
    1905 19TH ST
    GREAT BEND,KS67530     		  PC MATCHING GIFT 1,870
    FOLLY THEATER
    PO BOX 26505
    KANSAS CITY,MO64196     		  PC FOLLY 2020 CAMPAIGN - CAPITAL IMPROVEMENTS 50,000
    FREMAR FOUNDATION
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 200
    FRIENDS OF CHAMBER MUSIC
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 2,000
    FRIENDS OF UNIVERSITY ACADEMY
    5049 WORNALL RD 10EF
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 6,400
    GIRL SCOUTS OF NE KANSAS AND NW MISSOURI INC
    8383 BLUE PARKWAY
    KANSAS CITY,MO64133     		  PC AQUATIC CENTER AND ALL-SEASON SHOWER HOUSE 50,000
    GRANDVIEW PARK PRESBYTERIAN CHURCH
    4520 MAIN STREET SUITE 1100
    KANSAS CITY,MO64111     		  PC MATCHING GIFT 2,000
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105     		  PC HENRY W. BLOCH SCHOOL OF MANAGEMENT FUND AT UMKC 3,885,000
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105     		  PC HENRY W. AND MARION H. BLOCH SCHOLARS PROGRAMS AT UMKC 4,000,000
    HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 7,540
    HARVESTERS - THE COMMUNITY FOOD NETWORK
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 2,000
    HIGH ASPIRATIONS
    5651 OAKWOOD RD
    SHAWNEE MISSION,KS66208     		  PC MATCHING GIFT 400
    HIGH ASPIRATIONS
    6320 BROOKSIDE PLAZA SUITE 263
    KANSAS CITY,MO641131709     		  PC EXPAND AND ENRICH 50,000
    HYMAN BRAND HEBREW ACADEMY
    5801 WEST 115TH STREET SUITE 102
    OVERLAND PARK,KS662111800     		  PC ONGOING PROGRAMS AND OPERATIONS 107,000
    JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY
    5801 WEST 115TH STREET
    OVERLAND PARK,KS662111800     		  PC ONGOING PROGRAMS AND OPERATIONS 15,000
    JEWISH COMMUNITY RELATIONS BUREAU - AMERICAN JEWISH COMMITTEE
    5801 W 115TH STREET STE 201
    OVERLAND PARK,KS66211     		  PC ONGOING PROGRAMS AND OPERATIONS 40,000
    JEWISH FAMILY SERVICES
    5801 W 115TH STREET STE 103
    OVERLAND PARK,KS66211     		  PC ONGOING PROGRAMS AND OPERATIONS 25,000
    JEWISH FAMILY SERVICES
    5801 W 115TH STREET STE 103
    OVERLAND PARK,KS66211     		  PC BROOKSIDE FOOD PANTRY EXPANSION 35,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    3617 WEST 64TH STREET
    MISSION HILLS,KS66208     		  PC MATCHING GIFT 5,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 W 115TH STREET
    OVERLAND PARK,KS66211     		  PC CAMPUS SECURITY ENHANCEMENTS 60,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 W 115TH STREET
    OVERLAND PARK,KS66211     		  PC ONGOING PROGRAMS AND OPERATIONS 250,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 W 115TH STREET
    OVERLAND PARK,KS66211     		  PC MATCHING GIFT 500
    JEWISH FEDERATION OF GREATER KANSAS CITY
    6416 VERONA ROAD
    MISSION HILLS,KS64111     		  PC MATCHING GIFT 6,000
    JEWISH VOCATIONAL SERVICE
    4600 THE PASEO
    KANSAS CITY,MO641100000     		  PC ONGOING PROGRAMS AND OPERATIONS 5,000
    KANSAS CITY ART INSTITUTE
    4415 WARWICK BLVD
    KANSAS CITY,MO64111     		  PC SUPPORT THE ESTABLISHMENT OF THE MARION AND HENRY BLOCH SCHOLARSHIP FUND 25,000
    KANSAS CITY MUSEUM FOUNDATION INC
    4600 E 63RD
    KANSAS CITY,MO64130     		  PC RESTORATION AND RENOVATION INITIATIVE 200,000
    KANSAS CITY PUBLIC SCHOOLS EDUCATION FOUNDATION
    2901 TROOST AVE
    KANSAS CITY,MO64109     		  PC TRAUMA SENSITIVE SCHOOLS (TSS) INITIATIVE 183,000
    KANSAS CITY REPERTORY THEATRE
    2600 GRAND AVENUE SUITE 450
    KANSAS CITY,MO64108     		  PC MATCHING GIFT 2,000
    KANSAS CITY REPERTORY THEATRE
    4825 TROOST AVE SUITE 106
    KANSAS CITY,MO641102229     		  PC KC REP CREATIVE FUTURE FUND 50,000
    KANSAS CITY UNIVERSITY OF MEDICINE AND BIOSCIENCES
    1750 INDEPENDENCE AVENUE
    KANSAS CITY,MO64106     		  PC SCORE 1 FOR HEALTH STRATEGIC PLANNING 37,300
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108     		  PC SECURITY SYSTEM UPGRADE 50,000
    KC SOCIAL INNOVATION CENTER
    1712 MAIN ST FL 4TH
    KANSAS CITY,MO64108     		  PC HIRE KC - THE REGION'S WORK-BASED EXPERIENCE MARKETPLACE 67,000
    KCPT - PUBLIC TELEVISION 19
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 2,000
    LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 200
    LITERACY KANSAS CITY
    3036 TROOST AVENUE
    KANSAS CITY,MO64109     		  PC BUILDING BETTER STORIES 50,000
    MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION
    600 BROADWAY
    KANSAS CITY,MO64105     		  PC KC DEGREES 50,000
    MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION
    600 BROADWAY
    KANSAS CITY,MO64105     		  PC DOUBLE UP BUCKS AND BEANS & GREENS FOR METRO KANSAS CITY 50,000
    MIDWEST CENTER FOR HOLOCAUST EDUCATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 4,000
    MIDWEST CENTER FOR HOLOCAUST EDUCATION
    5801 W 115TH ST STE 106
    OVERLAND PARK,KS662111800     		  PC ONGOING PROGRAMS AND OPERATIONS 8,000
    NEW REFORM TEMPLE
    3617 WEST 64TH STREET
    MISSION HILLS,KS66208     		  PC MATCHING GIFT 600
    NEW REFORM TEMPLE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 4,000
    NEW REFORM TEMPLE
    7100 MAIN ST
    KANSAS CITY,MO64114     		  PC MATCHING GIFT 11,250
    NEWHOUSE
    PO BOX 240019
    KANSAS CITY,MO64124     		  PC MATCHING GIFT 500
    NOURISH KC
    11 E 40TH ST
    KANSAS CITY,MO641111909     		  PC THE COLLABORATION PROJECT 50,000
    OPERATION BREAKTHROUGH
    3039 TROOST AVE
    KANSAS CITY,MO64109     		  PC BRIDGE TO A BRIGHTER FUTURE CAPITAL CAMPAIGN 100,000
    OPERATION BREAKTHROUGH
    4520 MAIN STREET SUITE 1100
    KANSAS CITY,MO64111     		  PC MATCHING GIFT 2,000
    PEMBROKE HILL SCHOOL
    PO BOX 419580
    KANSAS CITY,MO641416580     		  PC MATCHING GIFT 3,500
    PLAZA ACAEDMY
    3930 BROADWAY BOULEVARD
    KANSAS CITY,MO64111     		  PC MATCHING GIFT 1,500
    POLICE FOUNDATION OF KANSAS CITY
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 2,000
    POLICE FOUNDATION OF KANSAS CITY
    PO BOX 25198
    KANSAS CITY,MO64119     		  PC PORTABLE GUN SHOT DETECTION SYSTEM 35,000
    RESTART INC
    918 E 9TH ST
    KANSAS CITY,MO64106     		  PC PRE-DEVELOPMENT CAPITAL CAMPAIGN 25,000
    RIGHTFULLY SEWN
    3617 WEST 64TH STREET
    MISSION HILLS,KS66208     		  PC MATCHING GIFT 99
    ROSE BROOKS CENTER
    PO BOX 320599
    KANSAS CITY,MO64132     		  PC SECURITY AND SAFETY CAPITAL IMPROVEMENTS 64,000
    SAINT LUKE'S HOSPITAL FOUNDATION
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64111     		  PC MATCHING GIFT 10,200
    SAINT LUKE'S HOSPITAL FOUNDATION
    5651 OAKWOOD RD
    SHAWNEE MISSION,KS66208     		  PC MATCHING GIFT 10,000
    SAINT LUKE'S HOSPITAL FOUNDATION
    901 E 104TH STREET
    KANSAS CITY,MO64131     		  PC FOR THE USE AND BENEFIT OF THE MARION BLOCH NEUROSCIENCE INSTITUTE 1,200,000
    SAINT LUKE'S HOSPITAL FOUNDATION
    PO BOX 419580
    KANSAS CITY,MO641416580     		  PC MATCHING GIFT 2,000
    SASONE COMMITTEE AT THE JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 W 115T ST STE 201
    OVERLAND PARK,KS662111800     		  PC ONGOING PROGRAMS AND OPERATIONS 10,000
    SHEFFIELD PLACE
    6604 EAST 12TH STREET
    KANSAS CITY,MO64126     		  PC EXPANDING RESOURCE DEVELOPMENT CAPACITY TO SERVE MORE HOMELESS FAMILIES 37,000
    SOUTHWEST HIGH SCHOOL EXCELLENCE FUND
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105     		  PC FUNDS TO SUPPORT THE CONTINUATION OF EFFORTS TO REOPEN SOUTHWEST HIGH SCHOOL 20,000
    THE COTERIE
    2450 GRAND BLVD SUITE 144
    KANSAS CITY,MO64108     		  PC MATCHING GIFT 1,010
    THE FAMILY CONSERVANCY
    444 MINNESOTA AVENUE SUITE 200
    KANSAS CITY,KS66101     		  PC CLASS INSTITUTE 50,000
    THE NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111     		  PC MATCHING GIFT 2,000
    THE NELSON GALLERY FOUNDATION
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 250
    THE NELSON GALLERY FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 1,000
    THE NELSON GALLERY FOUNDATION
    5049 WORNALL RD 10EF
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 11,480
    THE NELSON GALLERY FOUNDATION
    5651 OAKWOOD RD
    SHAWNEE MISSION,KS66208     		  PC MATCHING GIFT 2,000
    THE NELSON GALLERY FOUNDATION
    6416 VERONA ROAD
    MISSION HILLS,KS64111     		  PC MATCHING GIFT 1,293
    THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 200
    THE TEMPLE CONGREGATION B'NAI JEHUDAH
    6416 VERONA ROAD
    MISSION HILLS,KS64111     		  PC MATCHING GIFT 1,495
    THE WORNALLMAJORS HOUSE MUSEUMS
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 200
    TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION
    5651 OAKWOOD RD
    SHAWNEE MISSION,KS66208     		  PC MATCHING GIFT 2,000
    UMKC FOUNDATION
    2405 GRAND AVENUE 7TH FLOOR
    KANSAS CITY,MO64108     		  PC MATCHING GIFT 10,000
    UMKC FOUNDATION
    2800 ROCKCREEK PARKWAY
    KANSAS CITY,MO64117     		  PC MATCHING GIFT 10,000
    UMKC FOUNDATION
    3617 WEST 64TH STREET
    MISSION HILLS,KS66208     		  PC MATCHING GIFT 3,400
    UMKC FOUNDATION
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64111     		  PC MATCHING GIFT 5,000
    UMKC FOUNDATION
    5049 WORNALL RD 10EF
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 6,620
    UMKC FOUNDATION
    5100 ROCKHILL RD AC 229 ROOM 202
    KANSAS CITY,MO641102499     		  PC SUPPORT FOR THE FIRST LIEUTENANT HENRY W. BLOCH SCHOLARSHIP 22,000
    UMKC FOUNDATION
    5110 CHERRY STREET
    KANSAS CITY,MO64110     		  PC MARION AND HENRY BLOCH ENDOWED SCHOLARSHIP AT THE HENRY W. BLOCH SCHOOL OF MANAGEMENT 25,000
    UMKC FOUNDATION
    5115 OAK ST 202 ADMINISTRATIVE
    CENTER
    KANSAS CITY,MO64112     		  PC FUNDS TO SUPPORT CONSTRUCTION OF THE SCHOOL OF COMPACTING AND ENGINEERING SCIENCE BUILDING 250,000
    UMKC FOUNDATION
    5115 OAK ST 202 ADMINISTRATIVE
    CENTER
    KANSAS CITY,MO64112     		  PC SCE MATH ACADEMY 70,000
    UNION STATION KANSAS CITY INC
    30 WEST PERSHING ROAD SUITE 400
    KANSAS CITY,MO64108     		  PC EARLY CHILDHOOD LEARNING EXPANSION IN SCIENCE CITY 325,000
    UNITED WAY OF GREATER KANSAS CITY
    3617 WEST 64TH STREET
    MISSION HILLS,KS66208     		  PC MATCHING GIFT 6,000
    UNITED WAY OF GREATER KANSAS CITY
    3617 WEST 64TH STREET
    MISSION HILLS,KS66208     		  PC MATCHING GIFT 600
    UNITED WAY OF GREATER KANSAS CITY
    801 W 47TH STREET SUITE 500
    KANSAS CITY,MO641121239     		  PC EXPANSION OF FAMILY STABILITY INITIATIVE TO REDUCE STUDENT MOBILITY 50,000
    UNITED WAY OF GREATER KANSAS CITY
    801 W 47TH STREET SUITE 500
    KANSAS CITY,MO64112     		  PC FUNDS TO SUPPORT THE TOCQUEVILLE SOCIETY 25,000
    UNITED WAY OF GREATER KANSAS CITY
    801 W 47TH STREET SUITE 500
    KANSAS CITY,MO64112     		  PC FUNDS TO SUPPORT THE ORGANIZATION'S 100TH ANNIVERSARY IN 2018 AND THE TOCQUEVILLE SOCIETY IN 2019 25,000
    UNITED WAY OF GREATER KANSAS CITY
    PO BOX 419580
    KANSAS CITY,MO641416580     		  PC MATCHING GIFT 10,000
    UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION
    PO BOX 419580
    KANSAS CITY,MO641416580     		  PC MATCHING GIFT 1,000
    UNIVERSITY OF MISSOURI-COLUMBIA
    6416 VERONA ROAD
    MISSION HILLS,KS64111     		  PC MATCHING GIFT 6,000
    VAAD HAKASHRUTH OF KANSAS CITY
    9900 ANTIOCH
    OVERLAND PARK,KS66212     		  PC ONGOING PROGRAMS AND OPERATIONS 4,000
    VETERANS COMMUNITY PROJECT
    3120 WEST 68TH STREET
    MISSION HILLS,KS66208     		  PC MATCHING GIFT 5,000
    VILLAGE SHALOM INC
    5500 W 123RD STREET
    OVERLAND PARK,KS662093193     		  PC ONGOING PROGRAMS AND OPERATIONS 30,000
    VILLAGE SHALOM INC
    5500 W 123RD STREET
    OVERLAND PARK,KS662093193     		  PC CAMPUS EXPANSION 250,000
    WESTSIDE HOUSING ORGANIZATION
    919 W 24TH STREET
    KANSAS CITY,MO64108     		  PC 8TH & WOODLAND DEVELOPMENT 75,000
    WILDWOOD OUTDOOR EDUCATION CENTER
    1403 SOUTHWEST BLVD
    KANSAS CITY,MO66103     		  PC COMMUNITY ENGAGEMENT AND GROWTH 40,000
    WILLIAM JEWELL COLLEGE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC MATCHING GIFT 2,000
    WILLIAM JEWELL COLLEGE
    ADVANCEMENT 500 COLLEGE HILL
    LIBERTY,MO64068     		  PC HENRY W. BLOCH SCHOLARSHIP FUND 25,000
    WONDERSCOPE CHILDREN'S MUSEUM OF KANSAS CITY
    5700 KING STREET
    SHAWNEE,KS66203     		  PC MATCHING GIFT 1,000
    Total .................................bullet 3a 12,826,473
    bApproved for future payment
    CHILDREN'S MERCY HOSPITAL
    2401 GILLHAM ROAD
    KANSAS CITY,MO641084619     		  PC PLEDGED GRANT 250,000
    HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTERNATIONAL AFFAIRS
    500 W US HIGHWAY 24
    INDEPENDENCE,MO64050     		  PC PLEDGED GRANT 250,000
    SAINT LUKE'S HOSPITAL FOUNDATION
    901 E 104TH STREET
    KANSAS CITY,MO64131     		  PC PLEDGED GRANT FOR THE USE AND BENEFIT OF MARION BLOCH NEUROSCIENCES INSTITUTE 10,400,000
    THE NELSON-ATKINS MUSEUM OF ART
    4525 OAK STREET
    KANSAS CITY,MO64111     		  PC PLEDGED GRANT 4,200,000
    Total .................................bullet 3b 15,100,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 3,291  
    4 Dividends and interest from securities....     14 5,204,347  
    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 6,817,155  
    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 -22,175,877  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 -10,151,084 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -10,151,084
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 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 66,405 37,962   7,963

    TY 2018 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 2018 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 DURABLE FMV 9,933,616 9,933,616
    LOOMIS SAYLES FMV 9,117,418 9,117,418
    FIR TREE INTL VALUE FUND II FMV 2,171,339 2,171,339
    SCHWAB - DFA EMERGING MKTS FMV 8,529,401 8,529,401
    SCHWAB - VANGUARD DEVELOPED MKTS FMV 35,459,444 35,459,444
    SCHWAB - VANGUARD DIV APPR FMV 7,583,970 7,583,970
    SCHWAB - VANGUARD RUSSELL 3000 FMV 41,859,085 41,859,085
    SCHWAB - VANGUARD EMERGING MARKETS FMV 7,461,479 7,461,479
    SCHWAB - LAZARD & TEMPLETON GLOBAL FMV 4,498,353 4,498,353
    WINGATE PARTNERS FMV 657,861 657,861
    OAKWOOD REAL ESTATE PARTNERS I FMV 910,248 910,248
    OAKWOOD REAL ESTATE PARTNERS II FMV 1,749,162 1,749,162
    CID CAPITAL II FMV 3,928,185 3,928,185
    COMMERCE TORTOISE FMV 4,027,182 4,027,182
    RIVERVEST VENTURE FUND FMV 7,483,515 7,483,515
    SCHWAB - ARTISON GLOBAL VALUE FMV 9,310,863 9,310,863
    SCHWAB - VANGUARD INTERM TERM FMV 30,441,741 30,441,741
    FIR TREE INTL VALUE FUND FMV 2,366,711 2,366,711
    DOVER STREET IX FMV 2,165,737 2,165,737
    ARTEMIS REAL ESTATE FMV 1,028,720 1,028,720
    AXIOM ASIA IV FMV 2,852,610 2,852,610
    ENCAP INVESTMENTS FMV 280,442 280,442
    PARAMETRIC GLOBAL EQUITY FMV 12,949,884 12,949,884
    HBK MULTI STRATEGY FMV 6,667,216 6,667,216
    LITTLEJOHN OPPORTUNITIES FUND FMV 1,125,148 1,125,148
    SCHWAB - TROWE PRICE NEW ERA FMV 5,690,950 5,690,950
    SCHWAB - VANGUARD ST TRSY FMV 4,023,453 4,023,453
    OAKWOOD REAL ESTATE PARTNERS III FMV 324,417 324,417
    RIVERVEST VENTURE FUND IV FMV 569,462 569,462
    ROARK CAPITAL II FMV 1,115,831 1,115,831
    APOLLO AVIATION GROUP FMV 1,317,172 1,317,172
    BLACK BAY ENERGY FMV 1,042,990 1,042,990
    ROARK V FMV 319,009 319,009
    AXIOM ASIA V FMV 91,902 91,902
    ARROSTREET CAPITAL FMV 12,722,013 12,722,013

    TY 2018 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 12,220 611   11,609


    TY 2018 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 MASON CAPITAL 9,045 9,045 9,045
    DUE FROM GRUSS GLOBAL 312,792 0 0
    DUE FROM OCTAVIAN 1,528 0 0
    DUE FROM GARDNER RUSSO 0 4,552 4,552
    REFUND RECEIVABLE 0 6,300 6,300


    TY 2018 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 15,730 0   15,730
    SPECIAL EVENT EXPENSE 6,278 314   5,964
    INSURANCE 7,172 0   0
    MISCELLANEOUS 4,102 205   3,897


    TY 2018 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   -420,027  
    UNREALIZED GAIN (LOSS) ON INVESTMENTS -22,175,877   -22,175,877


    TY 2018 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. 38,128 40,874


    TY 2018 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 2,910,869 901,735   0
    MANAGEMENT FEES 470,186 51,720   418,466
    CONSULTING FEES 18,162 0   18,162
    LEGACY EXPENSES 40,424 0   40,424


    TY 2018 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 AND STATE TAXES 62,559 0   0
    FOREIGN TAXES 35,240 35,240   0