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
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. 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$58,061,446J 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) 231,200
2 Check bullet.............
3 Interest on savings and temporary cash investments 15,169 15,169  
4 Dividends and interest from securities... 1,086,899 935,748  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 387,420
b Gross sales price for all assets on line 6a 9,701,802
7 Capital gain net income (from Part IV, line 2)... 858,026
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 -3,529,380 -82,359  
12 Total. Add lines 1 through 11........ -1,808,692 1,726,584  
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 6,501 325   6,176
b Accounting fees (attach schedule)....... Click to see attachment 64,071 36,942   7,809
c Other professional fees (attach schedule).... Click to see attachment 1,071,937 289,776   324,310
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 13,416 671   12,745
21 Travel, conferences, and meetings....... 13,614 1,361   12,253
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 24,568 205   21,540
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,194,107 329,280   384,833
25 Contributions, gifts, grants paid....... 2,586,967 2,586,967
26 Total expenses and disbursements. Add lines 24 and 25 3,781,074 329,280   2,971,800
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,589,766
b Net investment income (if negative, enter -0-) 1,397,304
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.............      
2 Savings and temporary cash investments......... 3,763,197 3,741,410 3,741,410
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).......... 59,759,055 Click to see attachment54,272,862 54,272,862
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment125,880 Click to see attachment47,174 Click to see attachment47,174
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 63,648,132 58,061,446 58,061,446
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 attachment65,667 Click to see attachment68,747
23 Total liabilities (add lines 17 through 22)......... 65,667 68,747
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..................    
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........ 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 27,997,905 22,408,139
30 Total net assets or fund balances (see instructions)..... 63,582,465 57,992,699
31 Total liabilities and net assets/fund balances (see instructions). 63,648,132 58,061,446
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
63,582,465
2
Enter amount from Part I, line 27a .....................
2
-5,589,766
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
57,992,699
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
57,992,699
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 TORTOISE P    
b PASSTHROUGH FROM SCH K-1 TORTOISE P    
c WELLINGTON DIVERSIFIED P    
d PASSTHROUGH FROM SCH K-1 WELLINGTON DIVERSIFIED P    
e WELLINGTON DURABLES P    
PASSTHROUGH FROM SCH K-1 WELLINGTON DURABLES P    
ARTISAN GLOBAL VALUE P    
LAZARD GLOBAL P    
VANGUARD INTERIM P    
VANGUARD EMRG MKTS P    
VANGUARD RUSSELL P    
VANGUARD DEVELOPED MKTS P    
SEMPER VIC P    
OAKWOOD II P    
DIMENSIONAL P    
LOOMIS P    
HBK MULTI STRATEGY P    
RIVERVEST III P    
RIVERVEST IV P    
OAKWOOD III P    
AVIVA P    
GRUSS GLOBAL P    
PASSTHROUGH FROM SCH K-1 OAKWOOD II P    
PASSTHROUGH FROM SCH K-1 DIMENSIONAL P    
PASSTHROUGH FROM SCH K-1 PARAMETRIC P    
PASSTHROUGH FROM SCH K-1 OAKWOOD III P    
ST CAPITAL GAIN DISTRIBUTION 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 333,040   324,365 8,675
b 2,328     2,328
c 2,113,450   2,497,722 -384,272
d 28,901     28,901
e 13,780   10,337 3,443
82,211     82,211
613,033   431,571 181,462
802,410   642,875 159,535
99,975   103,626 -3,651
549,950   442,682 107,268
749,975   610,128 139,847
1,799,950   1,679,911 120,039
80,958     80,958
87,270     87,270
539,775   500,000 39,775
128     128
    1,541 -1,541
608     608
    27,053 -27,053
10,685     10,685
1,586,395   1,557,348 29,047
8,758     8,758
185,907     185,907
    12,774 -12,774
    828 -828
12,315     12,315
    1,015 -1,015
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       8,675
b       2,328
c       -384,272
d       28,901
e       3,443
      82,211
      181,462
      159,535
      -3,651
      107,268
      139,847
      120,039
      80,958
      87,270
      39,775
      128
      -1,541
      608
      -27,053
      10,685
      29,047
      8,758
      185,907
      -12,774
      -828
      12,315
      -1,015
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 2 858,026
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 3,044,923 60,257,059 0.050532
2016 3,007,815 58,731,668 0.051213
2015 3,074,705 59,711,766 0.051492
2014 3,506,488 63,603,473 0.055130
2013 3,193,717 61,150,004 0.052228
2
Total of line 1, column (d) .....................
2
0.260595
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
0.052119
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
61,072,382
5
Multiply line 4 by line 3......................
5
3,183,031
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
13,973
7
Add lines 5 and 6........................
7
3,197,004
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,971,800
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 27,946
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 27,946
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 27,946
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 125,363
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 125,363
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 97,417
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet97,417 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 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 —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, TREASURER, DIRECTOR
    5.00     		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
    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
    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
    EVANGELINE RICH ASSISTANT TREASURER
    0.50     		0 0 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    DAVID P MILES - SEE STMT 14 PRESIDENT
    10.00     		58,400 6,030 0
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    CAREY WILKERSON LOONEY - SEE STMT 1 SECRETARY
    30.00     		68,901 11,909 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 336,534
    1 H R BLOCK WAY
    KANSAS CITY,MO64105
    CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISOR 131,863
    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
    58,328,015
    b
    Average of monthly cash balances.......................
    1b
    3,674,403
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    62,002,418
    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
    62,002,418
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    930,036
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    61,072,382
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,053,619
    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
    3,053,619
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    27,946
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    27,946
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,025,673
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,025,673
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,025,673
    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
    2,971,800
    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
    2,971,800
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,971,800
    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 3,025,673
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 199,167
    b From 2014...... 397,772
    c From 2015...... 242,131
    d From 2016...... 80,484
    e From 2017...... 63,962
    fTotal of lines 3a through e........ 983,516
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,971,800
    a Applied to 2017, 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 2018 distributable amount..... 2,971,800
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 53,873 53,873
    (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 5 929,643
    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 ..........     		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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		145,294
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		784,349
    10 Analysis of line 9:
    a Excess from 2014.... 397,772
    b Excess from 2015.... 242,131
    c Excess from 2016.... 80,484
    d Excess from 2017.... 63,962
    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).)
    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 (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
    ABILITY KC
    2101 W 67TH ST
    MISSION HILLS,KS66208     		  PC GRANT FOR MATCH 500
    ACCELERATED SCHOOLS OF OVERLAND PARK INC
    10713 BARKLEY ST
    OVERLAND PARK,KS66211     		  PC SCHOOL SAFETY IMPROVEMENTS AND WELLNESS 10,000
    AFTER THE HARVEST
    SOCIETY OF ST ANDREW-WEST 3801
    TOPPING AVE
    KANSAS CITY,MO64129     		  PC GROWING OUR GIVING TO PROVIDE MORE PRODUCE FOR HUNGRY PEOPLE 25,000
    ALLEGHENY COLLEGE
    520 N MAIN ST
    MEADVILLE,PA16335     		  PC GRANT FOR MATCH 500
    ALPINE THEATRE PROJECT
    448 LABRIE DRIVE APT B
    WHITEFISH,MT59937     		  PC GRANT FOR MATCH 1,250
    AMERICAN PUBLIC SQUARE INC
    4747 TROOST AVENUE SUITE 211
    KANSAS CITY,MO641101727     		  PC OPERATING SUPPORT 15,000
    ARTS KC-REGIONAL ARTS COUNCIL
    106 SOUTHWEST BOULEVARD
    KANSAS CITY,MO64108     		  PC FUNDS TO SUPPORT AWARDS MADE TO SMALL ARTS ORGANIZATIONS THROUGH THE ARTSKC CATALYST CATEGORY. 15,000
    AVENUE OF LIFE INC
    500 N 7TH STREET TRFY
    KANSAS CITY,KS66101     		  PC IMPACT WEDNESDAY HOUSING PROJECT 25,000
    BIG BROTHERS BIG SISTERS KANSAS CITY
    1709 WALNUT STREET
    KANSAS CITY,MO64108     		  PC TECHNOLOGY AND DATA MANAGEMENT SYSTEM OVERHAUL 30,000
    BIG BROTHERS BIG SISTERS KANSAS CITY
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 1,000
    BIKEWALKKC
    1106 E 30TH STREET
    KANSAS CITY,MO64109     		  PC BIKE SHARE EQUITY IN KANSAS CITY 30,000
    BILLINGS CATHOLIC SCHOOLS
    38 GRAND AVE
    BILLINGS,MT59101     		  PC GRANT FOR MATCH 500
    BISHOP MIEGE HIGH SCHOOL
    5041 REINHARDT DR
    ROELAND PARK,KS66205     		  PC GRANT FOR MATCH 500
    BISHOP SULLIVAN CENTER
    6435 TRUMAN ROAD
    KANSAS CITY,MO64126     		  PC ONE CITY CAFE 25,000
    BISHOP WARD HIGH SCHOOL
    708 NORTH 18TH STREET
    KANSAS CITY,KS66102     		  PC STEAM CENTER 25,000
    BLUE SPRINGS SCHOOL OF ECONOMICS
    200 NW 14TH STREET
    BLUE SPRINGS,MO64015     		  PC COMPLETE RENOVATION OF THE ORGANIZATION'S RESTROOM AND LAUNDRY FACILITIES 5,000
    BOSTON COLLEGE
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 5,000
    BOYS GROW CORP
    9301 E 147TH ST
    KANSAS CITY,MO64149     		  PC FARM KITCHEN 25,000
    CAMPS FOR KIDS
    5960 DEARBORN SUITE 225
    MISSION,KS66202     		  PC OPERATING SUPPORT 6,500
    CARROLLWOOD DAY SCHOOL
    1515 W BEARSS AVE
    TAMPA,FL33613     		  PC GRANT FOR MATCH 500
    CATHOLIC CHARITIES OF NORTHEAST KANSAS
    9720 W 87TH ST
    OVERLAND PARK,KS66212     		  PC CLIENT TRANSPORTATION REPLACEMENT PROJECT 28,000
    CATHOLIC EDUCATION FOUNDATION
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 1,800
    CENTER FOR DEVELOPMENTALLY DISABLED
    9150 E 41ST TERRACE
    KANSAS CITY,MO64133     		  PC DEVEOLPING A BRIGHTER TOMORROW 30,000
    CENTER FOR PRACTICAL BIOETHICS
    1111 MAIN SUITE 500
    KANSAS CITY,MO64105     		  PC ELDER ABUSE SHELTER - PLANNING GRANT 9,800
    CENTER FOR PRACTICAL BIOETHICS
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 1,000
    CENTRAL METHODIST UNIVERSITY
    1146 E 77TH STREET
    KANSAS CITY,MO64131     		  PC GRANT FOR MATCH 1,000
    CENTRAL MICHIGAN UNIVERSITY
    1200 S FRANKLIN ST
    MT PLEASANT,MI48859     		  PC GRANT FOR MATCH 375
    CHILDREN'S MERCY HOSPITAL
    2101 W 67TH ST
    MISSION HILLS,KS66208     		  PC GRANT FOR MATCH 2,000
    CHWC INC
    2 SOUTH 14 STREET
    KANSAS CITY,KS661025041     		  PC COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION 25,000
    COLORADO COLLEGE
    14 E CACHE LA POUDRE ST
    COLORADO SPRINGS,CO80903     		  PC GRANT FOR MATCH 1,000
    COLUMBIA UNIVERSITY
    PO BOX 2365
    SOUTHAMPTON,NY11969     		  PC GRANT FOR MATCH 500
    COMMUNITY ASSISTANCE COUCIL
    30 WEST PERSHING ROAD SUITE 700
    KANSAS CITY,MO64108     		  PC UPDATE REFRIGERATORS AND FREEZERS 10,000
    COOPERATIVE ESL MINISTRIES
    700 2 STREET SW 2600
    CALGARY,ALBERTAT2P 2W2
    CA     		  PC GRANT FOR MATCH 400
    CORNERSTONES OF CARE
    9700 GRANDVIEW ROAD
    KANSAS CITY,MO64137     		  PC EXPANDING AND ENHANCING HOME-BASED SERVICES FOR TRAUMATIZED CHILDREN AND FAMILIES 43,000
    CRISTO REY KANSAS CITY
    211 W LINWOOD
    KANSAS CITY,MO64111     		  PC HVAC REPLACEMENT 45,000
    DONNELLY COLLEGE
    608 N 18TH STREET
    KANSAS CITY,KS66102     		  PC SUPPORT FOR HENRY W. BLOCH SCHOLARS 61,602
    DOWNTOWN KANSAS CITY CIVIC VENTURES
    911 MAIN SUITE 110
    KANSAS CITY,MO64105     		  PC DOWNTOWN COMMUNITY SERVICE CENTER 10,000
    EARLY CHILDHOOD EDUCATION ACCESS FUND AT THE GREATER KANSAS CITY COMMUNITY
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105     		  PC EARLY EDUCATION FUNDERS COLLABORATIVE 2018 100,000
    EMPORIA STATE UNIVERSITY FOUNDATION
    1500 HIGHLAND ST
    EMPORIA,KS66801     		  PC GRANT FOR MATCH 1,000
    EPSTEN GALLERY
    5500 WEST 123RD STREET
    OVERLAND PARK,KS66209     		  PC SUPPORTING CONSCIOUS CREATIVITY AT ST. MARKS 3,000
    EQUAL JUSTICE AMERICA
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 200
    ERIN ANDRA WILSON FOUNDATION
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 400
    FIRST CALL ALCOHOLDRUG PREVENTION & RECOVERY
    9091 STATE LINE ROAD
    KANSAS CITY,MO64114     		  PC FIRST CALL SECURITY UPDATES 10,000
    FOSTERADOPT CONNECT
    18600 E 37TH TERRACE S
    INDEPENDENCE,MO64057     		  PC IMPROVING TECH CAPACITY TO SERVE ADDITIONAL CHILDREN 8,300
    FRIENDS OF REDWOOD CITY PUBLIC LIBRARY
    1044 MIDDLEFIELD RD
    REDWOOD CITY,CA940631815     		  PC 2018 OUTSTANDING SERVICE AWARDS 500
    FRIENDS OF THE ZOO
    1146 E 77TH STREET
    KANSAS CITY,MO64131     		  PC GRANT FOR MATCH 200
    FRIENDS OF THE ZOO
    1146 E 77TH STREET
    KANSAS CITY,MO64131     		  PC RETAIL CAPACITY BUILDING 59,200
    GABBY KRAUSE FOUNDATION
    7200 S ALTON WAY B-130
    CENTENNIAL,CO80112     		  PC 2018/19 TECHNOLOGY UPGRADE - BAGS OF FUN 9,000
    GEORGIA TECH FOUNDATION
    1155 PERIMTER CENTER WEST
    ATLANTA,GA30338     		  PC GRANT FOR MATCH 5,000
    GILDA'S CLUB KANSAS CITY
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC TRANSLATION AND PRINTING OF SPANISH LANGUAGE MATERIALS 2,300
    GLACIER NATIONAL PARK CONSERVANCY
    448 LABRIE DRIVE APT B
    WHITEFISH,MT59937     		  PC GRANT FOR MATCH 1,000
    GLACIER NORDIC CLUB
    448 LABRIE DRIVE APT B
    WHITEFISH,MT59937     		  PC GRANT FOR MATCH 200
    GLACIER SYMPHONY AND CHORALE
    448 LABRIE DRIVE APT B
    WHITEFISH,MT59937     		  PC GRANT FOR MATCH 100
    GOOD SHEPHERD CATHOLIC SCHOOL
    12800 W 75TH STREET
    SHAWNEE,KS66216     		  PC GRANT FOR MATCH 1,000
    GORDON PARKS ELEMENTARY SCHOOL
    580 CAMPBELL
    KANSAS CITY,MO641061273     		  PC EMERGENCY NEED FOR BOILER REPLACEMENT 10,000
    GRANDVIEW ASSISTANCE PROGRAM
    1121 MAIN STREET
    GRANDVIEW,MO64030     		  PC THE TECHNOLOGICAL MODERNIZATION OF GAP 7,400
    GREAT CIRCLE
    18610 EAST 37TH TERRACE SOUTH
    INDEPENDENCE,MO64057     		  PC EMPOWERING CHILDREN FOR HEALTHY OUTCOMES 25,000
    GREATER KANSAS CITY HISPANIC DEVELOPMENT FUND
    1055 BROADWAY BLVD SUITE 130
    KANSAS CITY,MO64105     		  PC SCHOLARSHIPS FOR AREA LATINO STUDENTS TO ATTEND POST-SECONDARY INSTITUTIONS. 10,000
    GREATER KC LINC INC
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 9,800
    HACKLEY SCHOOL
    PO BOX 2365
    SOUTHAMPTON,NY11969     		  PC GRANT FOR MATCH 5,000
    HARRISON RURITAN FOUNDATION INC
    PO BOX 762
    HARRISON,TN37341     		  PC 2018 HWB OUTSTANDING COMMUNITY SERVICE AWARDS 5,000
    HARVESTERS - THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVE
    KANSAS CITY,MO641291744     		  PC ONGOING PROGRAMS AND OPERATIONS 25,000
    HEROES CARE INC
    330 SUN VALLEY CIRCLE
    FENTON,MO63026     		  PC MILITARY FOOD PANTRY - KC ARMORY 10,000
    HILLCREST TRANSITIONAL HOUSING
    1401 FAIRFAX TRAFFIC WAY SUITE 323
    D
    KANSAS CITY,KS66115     		  PC ROSINA CAPITAL REPAIRS 25,000
    HOPE NETWORK OF RAYTOWN
    10500 EAST 350 HIGHWAY
    RAYTOWN,MO64138     		  PC TECHOLOGICAL UPGRADES & EXPANSION 2,700
    INDIANA UNIVERSITY FOUNDATION
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 100
    JACKSON COUNTY CASA
    2544 HOLMES
    KANSAS CITY,MO64108     		  PC HEALTHY TRANSITIONS FOR OLDER FOSTER YOUTH 15,000
    JACKSON COUNTY HISTORICAL SOCIETY
    650 MINNESOTA AVENUE
    KANSAS CITY,KS66101     		  PC INQUIRY DESIGN MODEL WORKSHOPS 10,000
    JOB ONE
    1085 S YUMA AVENUE
    INDEPENDENCE,MO64056     		  PC UPGRADING EQUIPMENT FOR THE EMPLOYMENT OF PEOPLE WITH DISABILITIES 25,000
    JOHNS HOPKINS UNIVERSITY
    3910 KESWICK ROAD SUITE N2100
    BALTIMORE,MD21211     		  PC GRANT FOR MATCH 1,000
    JOHNSON COUNTY CHRISTMAS BUREAU ASSOCIATION
    PO BOX 14786
    LENEXA,KS66285     		  PC COMPUTER HARDWARE FOR ON-LINE APPLICATION AND PROCESSING 8,500
    JOURNEY TO NEW LIFE INC
    3120 TROOST AVE
    KANSAS CITY,MO64109     		  PC NEW ROOF FOR JOURNEY HOUSE 25,000
    KANBE'S MARKET
    4747 TROOST AVENUE SUITE 207
    KANSAS CITY,MO64110     		  PC HEALTHY CORNER STORES 25,000
    KANSAS CITY ART INSTITUTE
    4415 WARWICK BLVD
    KANSAS CITY,MO64111     		  PC FUNDS TO SUPPORT ONGOING OPERATION OF THE H&R BLOCK ARTSPACE. 20,000
    KANSAS CITY BALLET
    500 WEST PERSHING ROAD
    KANSAS CITY,MO64108     		  PC COMMUNITY ENGAGEMENT AND EDUCATION - PRIMARILY REACH OUT AND DANCE (R.O.A.D) 15,000
    KANSAS CITY COMMUNITY GARDENS
    6917 KENSINGTON
    KANSAS CITY,MO641321633     		  PC VEHICLE CAPACITY & SAFETY PROJECT 25,000
    KANSAS CITY FRIENDS OF ALVIN AILEY
    1714 EAST 18TH STREET
    KANSAS CITY,MO64108     		  PC ONGOING PROGRAMS AND OPERATIONS 12,000
    KANSAS CITY PUBLIC SCHOOLS EDUCATION FOUNDATION
    2901 TROOST AVE
    KANSAS CITY,MO64109     		  PC PARENTS AS TEACHERS PROGRAM 54,000
    KANSAS CITY REPERTORY THEATRE
    4825 TROOST AVE STE 106
    KANSAS CITY,MO641102229     		  PC FUNDS TO SUPPORT 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
    3732 MAIN ST
    KANSAS CITY,MO64111     		  PC ONGOING OPERATION OF THE ARTS PARTNERS PROGRAM 13,000
    KC HEALTHY KIDS
    650 MINNESOTA AVENUE
    KANSAS CITY,KS66101     		  PC FARE FOOD SHOPPING IN KC: IMPROVING PUBLIC TRANSPORTATION INFRASTRUCTURE 35,000
    KC MOTHERS IN CHARGE
    3200 WAYNE AVENUE SUITE 124
    KANSAS CITY,MO64109     		  PC ADMINISTRATIVE AND PROGRAM CAPACITY BUILDING 5,000
    KCPT- PUBLIC TELEVISION 19
    5049 WORNALL RD 10EF
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 1,000
    KVC HOSPITALS INC
    21350 W 153RD ST
    OLATHE,KS66061     		  PC KVC COTTAGE RENOVATION 100,000
    LEAD TO READ
    6022 N STRATHBURY AVE
    KANSAS CITY,MO64151     		  PC PROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES. 2,500
    LEAD TO READ
    6022 N STRATHBURY AVE
    KANSAS CITY,MO64151     		  PC COMPREHENSIVE PROGRAM EVALUATION 10,000
    LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 200
    LITERACY KANSAS CITY
    211 W ARMOUR BLVD FL 3RD
    KANSAS CITY,MO64111     		  PC PROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES 2,500
    LITTLE RED SCHOOL HOUSE INC
    PO BOX 2365
    SOUTHAMPTON,NY11969     		  PC GRANT FOR MATCH 1,000
    LOCAL INITIATIVES SUPPORT CORPORATION - LISC
    600 BROADWAY SUITE 280
    KANSAS CITY,MO64105     		  PC FINANCIAL OPPORTUNITY CENTER NETWORK & THE HISTORIC NORTHEAST 100,000
    LYRIC OPERA OF KANSAS CITY INC
    1725 HOLMES STREET
    KANSAS CITY,MO64108     		  PC ONGOING PROGRAMS AND OPERATIONS 15,000
    LYRIC OPERA OF KANSAS CITY INC
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 2,000
    MARLBOROUGH COMMUNITY COALITION
    1146 E 77TH STREET
    KANSAS CITY,MO64131     		  PC GRANT FOR MATCH 100
    MARLBOROUGH COMMUNITY COALITION
    2700 E 18TH STREET
    KANSAS CITY,MO64127     		  PC MARLBOROUGH COMMUNITY LAND TRUST FORMATION PHASE I 37,500
    MESNER PUPPET THEATER
    1006 E LINWOOD BLVD
    KANSAS CITY,MO64109     		  PC SIGNS OF REVITALIZATION 19,000
    METROPOLITAN COMMUNITY COLLEGE FOUNDATION
    3200 BROADWAY
    KANSAS CITY,MO64111     		  PC FUNDS TO SUPPORT HENRY W. BLOCH SCHOLARS DURING 2018 52,728
    MID AMERICA ASSISTANCE COALITION
    1 WEST ARMOUR BLVD SUITE 301
    KANSAS CITY,MO64111     		  PC ONGOING OPERATING SUPPORT 10,000
    MID AMERICA ASSISTANCE COALITION
    1 WEST ARMOUR BLVD SUITE 301
    KANSAS CITY,MO64111     		  PC EMERGENCY FOOD AND SHELTER PROGRAM 15,000
    MOCSA
    3100 BROADWAY SUITE 400
    KANSAS CITY,MO64111     		  PC ONGOING OPERATING SUPPORT 11,000
    MORNINGSTAR'S DEVELOPMENT COMPANY INC
    2411 E 27TH ST
    KANSAS CITY,MO64127     		  PC COMMUNITY SERVICES COORDINATOR - A 1-YEAR CONTRACT 30,000
    MOTHER'S REFUGE
    14400 E 42ND ST SOUTH SUITE 220
    INDEPENDENCE,MO64055     		  PC TRANSPORTATION FOR HOMELESS, PREGNANT, AND PARENTING TEENAGERS AND THEIR BABIES 20,000
    MUTIPLE SCLEROSIS FOUNDATION
    2101 W 67TH ST
    MISSION HILLS,KS66208     		  PC GRANT FOR MATCH 1,000
    NATIONAL SHRINE OF MARY MOTHER OF THE CHURCH
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 668
    NATIVITY PARISH SCHOOL
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 2,400
    NEBRASKA HUMANE SOCIETY
    12113 N 72ND STREET
    OMAHA,NE68122     		  PC GRANT FOR MATCH 10,000
    NEIGHBORHOOD LEGAL SUPPORT OF KANSAS CITY
    815 W 53RD TER
    KANSAS CITY,MO64112     		  PC THE COMMUNITY DEVELOPMENT ADVOCACY PROJECT 18,500
    NETWORK CONNECTORS
    410 E 54TH ST
    KANSAS CITY,MO64110     		  PC HEALTHY COMMUNITY ECOSYSTEMS 10,000
    NEW REFORM TEMPLE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 2,000
    NOAH WEBSTER HOUSE
    70 FERNCLIFF DRIVE
    WEST HARTFORD,CT06117     		  PC GRANT FOR MATCH 5,000
    NORTH VALLEY HOSPITAL FOUNDATION
    448 LABRIE DRIVE APT B
    WHITEFISH,MT59937     		  PC GRANT FOR MATCH 1,000
    NORTH VALLEY MUSIC SCHOOL
    448 LABRIE DRIVE APT B
    WHITEFISH,MT59937     		  PC GRANT FOR MATCH 100
    NORTHLAND EARLY EDUCATION CENTER
    8630 NORTH OAK TRAFFICWAY
    KANSAS CITY,MO64155     		  PC NEEC CAPITAL CAMPAIGN 25,000
    NORTHLAND SHEPHERD'S CENTER
    4805 NE ANTIOCH RD
    KANSAS CITY,MO64119     		  PC SECURITY AND SAFETY FOR OLDER ADULTS 25,000
    NORTHWEST COMMUNITY DEVELOPMENT CORPORATION
    217 SOUTH CEDAR AVENUE
    INDEPENDENCE,MO64053     		  PC COMMUNITY SAFETY 4,200
    NORTHWESTERN COLLEGE
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 150
    NORTHWESTERN UNIVERSITY
    12336 RUSSELL ST
    OVERLAND PARK,KS66209     		  PC GRANT FOR MATCH 250
    NOTRE DAME DE SION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 1,000
    OKLAHOMA STATE UNIVERSITY
    ONE HR BLOCK WAY
    KANSAS CITY,MO64015     		  PC GRANT FOR MATCH 150
    OPEN OPTIONS
    3100 BROADWAY BLVD SUITE 330
    KANSAS CITY,MO64111     		  PC COMMUNITY LIVING ENHANCEMENTS 40,000
    OPERATION BREAKTHROUGH
    3039 TROOST
    KANSAS CITY,MO64109     		  PC PROJECTS THAT SUPPORT ASSOCIATE VOLUNTEER ACTIVITIES 2,500
    OWENCOX DANCE GROUP
    4220 MERCIER STREET
    KANSAS CITY,MO64111     		  PC MARKETING AND DEVELOPMENT INITIATIVES 3,500
    PACES
    747 ARMSTRONG AVENUE
    KANSAS CITY,KS66101     		  PC PACES MODERNIZATION PROJECT 25,000
    PEMBROKE HILL SCHOOL
    PO BOX 419580
    KANSAS CITY,MO641416580     		  PC GRANT FOR MATCH 5,000
    PHOENIX FAMILY
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 100
    PLAZA ACADEMY
    3930 BROADWAY BOULEVARD
    KANSAS CITY,MO64111     		  PC SECOND LEVEL RENOVATION 25,000
    PREP-KC
    2300 MAIN ST SUITE 340
    KANSAS CITY,MO64108     		  PC DEVELOPING LITERACY LEADERS TO SUSTAIN THE K-3 LITERACY BENCHMARKING INITIATIVE 31,600
    PROJECT LINUS
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 400
    RAVENWOOD NATURAL SCIENCE CENTER
    448 LABRIE DRIVE APT B
    WHITEFISH,MT59937     		  PC GRANT FOR MATCH 1,000
    REBUILDING TOGETHER KANSAS CITY INC
    2050 PLUMBERS WAY 150
    LIBERTY,MO64068     		  PC SAFE AT HOME: MAKING LIFE ACCESSIBLE 20,000
    REDISCOVER
    1555 NE RICE ROAD
    LEES SUMMIT,MO64086     		  PC SUPPORT FOR DIALECTICAL BEHAVIOR THERAPY (DBT) 20,000
    REDWOOD CITY EDUCATION FOUNDATION
    PO BOX 3046
    REDWOOD CITY,CA940643046     		  PC 2018 OUTSTANDING COMMUNITY SERVICE AWARD 4,500
    RISING UP
    PO BOX 385
    FORT MORGAN,CO807010385     		  PC 2018 OUTSTANDING COMMUNITY SERVICE AWARD 5,000
    ROSEDALE DEVELOPMENT ASSOCIATION
    1403 SOUTHWEST BLVD
    KANSAS CITY,KS661031828     		  PC ROOF REPAIR 22,000
    SAFEHOME INC
    PO BOX 4563
    OVERLAND PARK,KS66204     		  PC FURNITURE REPLACEMENT 13,000
    SAINT LUKE'S HOSPITAL FOUNDATION
    2101 W 67TH ST
    MISSION HILLS,KS66208     		  PC GRANT FOR MATCH 2,000
    SETON CENTER INC
    2816 E 23RD STREET
    KANSAS CITY,MO64127     		  PC CAN YOU HEAR ME NOW? 9,800
    SHINNECOCK HILLS EDUCATION FUND
    PO BOX 2365
    SOUTHAMPTON,NY11969     		  PC GRANT FOR MATCH 500
    SHOW ME KC SCHOOLS
    4049 W PENNSYLVANIA AVE SUITE 301
    KANSAS CITY,MO64111     		  PC EXPANDING THE CAPACITY OF SHOW ME KC SCHOOLS 25,000
    SLEEPYHEAD BEDS
    4741 CENTRAL ST STE 244
    KANSAS CITY,MO64112     		  PC SLEEPYHEAD BEDS BED COLLECTION & DISTRIBUTION PROGRAM 25,000
    SOUTHERN METHODIST UNIVERSITY
    2101 W 67TH ST
    MISSION HILLS,KS66208     		  PC GRANT FOR MATCH 2,000
    ST ANGES SCHOOL
    5130 MISSION RD
    ROELAND PARK,KS66205     		  PC GRANT FOR MATCH 1,000
    ST JOSEPH DEVELOPMENT FUND
    5321 PAYNE
    SHAWNEE,KS66226     		  PC GRANT FOR MATCH 1,000
    SUNFLOWER HOUSE
    15440 W 65TH STREET
    SHAWNEE,KS66217     		  PC INTERVIEW RECORDING EQUIPMENT FOR CHILD ASSESSMENT PROGRAM 18,000
    THE CHILDREN'S PLACE
    2 E 59TH ST
    KANSAS CITY,MO64113     		  PC THE CHILDREN'S PLACE - STRATEGIC PLANNING 30,000
    THE FARMER'S HOUSE
    3011 BALTIMORE AVENUE
    KANSAS CITY,MO641083403     		  PC MAKERSPACE: POTTERY STUDIO FOR VOCATIONAL EXPLORATION 12,500
    THE HARRY S TRUMAN GOOD NEIGHBOR AWARD FOUNDATION
    PO BOX 755
    SHAWNEE MISSION,KS66201     		  PC VIDEO UPDATE 5,000
    THE KEYS ARE AT THE CROSS
    PO BOX 18445
    RAYTOWN,MO641338445     		  PC 2018 OUTSTANDING SERVICE AWARD 5,000
    THE NATURE CONCERVANCY KANSAS CHAPTER
    2420 NW BUTTON ROAD
    TOPEKA,KS66618     		  PC SUPPORT THE CONSERVATION OF LANDS AND WATERS THAT BENEFIT INDIVIDUALS RESIDING IN THE GREATER KANSAS CITY AREAS 5,000
    THE NELSON GALLERY FOUNDATION
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64111     		  PC GRANT FOR MATCH 20,000
    THE NELSON GALLERY FOUNDATION
    5049 WORNALL RD 10EF
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 2,000
    THE OHIO STATE UNIVERSITY FOUNDATION
    ONE HR BLOCK WAY
    KANSAS CITY,MO64015     		  PC GRANT FOR MATCH 600
    THE SHEPHERD'S CENTER KANSAS CITY CENTRAL
    PO BOX 32844
    KANSAS CITY,MO64171     		  PC CONSULTANT, DATABASE, AND ADMINISTRATIVE EXPENSES TO IMPROVE FUND DEVELOPMENT 23,400
    THE WOMEN'S FOUNDATION OF GREATER KANSAS CITY
    5049 WORNALL RD 10EF
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 12,000
    THE WORNALLMAJORS HOUSE MUSEUMS
    6115 WORNALL ROAD 8201 STATELINE
    ROAD
    KANSAS CITY,MO64113     		  PC ALEXANDER MAJORS HOUSE MUSEUM WOOD RESTORATION 7,600
    TNC COMMUNITY
    12404 E US HIGHWAY 40
    INDEPENDENCE,MO64055     		  PC HOMES LIKE YOURS AND MINE: TECH UPGRADE 5,500
    TOTES FOR TOTS & TEENS
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 200
    TRI-COUNTY COMMUNITY MENTAL HEALTH SERVICES
    3100 NE 83RD STREET SUITE 1001
    KANSAS CITY,MO64119     		  PC IMPROVING ACCESS TO MENTAL HEALTH CARE 25,000
    UMKC FOUNDATION
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64111     		  PC TO SUPPORT ACTIVITIES AND EMERGENCY ASSISTANCE NEEDS OF HENRY W. BLOCH SCHOLARS DURING 2018 2,195
    UMKC FOUNDATION
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64111     		  PC GRANT FOR MATCH 5,000
    UMKC FOUNDATION
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64111     		  PC TO SUPPORT HENRY W. BLOCH SCHOLARS DURING 2018 215,092
    UNICORN THEATRE
    3828 MAIN STREET
    KANSAS CITY,MO641111915     		  PC ONGOING PROGRAMS AND OPERATIONS 9,000
    UNION STATION KANSAS CITY INC
    30 WEST PERSHING ROAD SUITE 400
    KANSAS CITY,MO64108     		  PC CITY STAGE THEATRE RENOVATION PROJECT 20,000
    UNITED SERVICE ORGANIZATIONS
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64112     		  PC GRANT FOR MATCH 300
    UNITED WAY OF GREATER KANSAS CITY
    801 WEST 47TH STREET SUITE 500
    KANSAS CITY,MO64112     		  PC ONGOING OPERATION OF 2-1-1 10,000
    UNITED WAY OF GREATER KANSAS CITY
    801 WEST 47TH STREET SUITE 500
    KANSAS CITY,MO64112     		  PC HEART OF AMERICA COMMUNITY AIDS PROGRAM 5,000
    UNITED WAY OF GREATER KANSAS CITY
    801 WEST 47TH STREET SUITE 500
    KANSAS CITY,MO64112     		  PC MY VERY OWN LIBRARY - KC 15,000
    UNITED WAY OF GREATER KANSAS CITY
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 1,732
    UNIVERSITY OF CALIFORNIA SANTA BARBARA
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 500
    UNIVERSITY OF CENTRAL MISSOURI FOUNDATION
    ONE HR BLOCK WAY 8TH FLOOR
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 125
    UNIVERSITY OF KANSAS ENDOWMENT ASSOC
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 2,100
    UNIVERSITY OF KANSAS HEALTH SYSTEMS
    2101 W 67TH ST
    MISSION HILLS,KS66208     		  PC GRANT FOR MATCH 2,000
    UNIVERSITY OF MISSOURI-COLUMBIA
    9210 N VIRGINIA AVE
    KANSAS CITY,MO64155     		  PC GRANT FOR MATCH 2,000
    UNIVERSITY OF MISSOURI-COLUMBIA
    ONE HR BLOCK WAY
    KANSAS CITY,MO64105     		  PC GRANT FOR MATCH 1,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    2101 W 67TH ST
    MISSION HILLS,KS66208     		  PC GRANT FOR MATCH 500
    UNIVERSITY OF VIRGINIA - LAW SCHOOL FOUNDATION
    580 MASSIE ROAD
    CHARLOTTESVILLE,VA22901     		  PC GRANT FOR MATCH 200
    UNIVERSITY OF WISCONSIN EAU CLAIRE FOUNDATION
    330 W 34TH STREET
    NEW YORK,NY10001     		  PC GRANT FOR MATCH 5,000
    VASSAR COLLEGE
    2775 SANDERS ROAD SUITE F8
    NORTHBROOK,IL60062     		  PC GRANT FOR MATCH 5,000
    VETERANS COMMUNITY PROJECT
    8900 TROOST AVE
    KANSAS CITY,MO641313053     		  PC ELECTRONIC HEALTH RECORD SYSTEM (EHR) FROM ZENCHARTS 10,000
    VIBRANT HEALTH-WYANDOTTE NEIGHBORHOOD CLINICS
    21 NORTH 12TH STREET 300
    KANSAS CITY,KS66102     		  PC HEALTH INFORMATION TECHNOLOGY AND TELECOMMUNICATIONS INTEGRATION & IMPROVEMENT 30,600
    WAYSIDE WAIFS INC
    3901 MARTHA TRUMAN ROAD
    KANSAS CITY,MO64137     		  PC NO MORE BULLYING! PROGRAM EVALUATION 10,000
    WHITEFISH LAKE INSTITUTE
    448 LABRIE DRIVE APT B
    WHITEFISH,MT59937     		  PC GRANT FOR MATCH 250
    WHITEFISH THEATRE COMPANY
    448 LABRIE DRIVE APT B
    WHITEFISH,MT59937     		  PC GRANT FOR MATCH 100
    YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN WASHINGTON DC
    535 GRISWOLD STREET SUITE 2300
    DETROIT,MI48226     		  PC GRANT FOR MATCH 5,000
    YOUNG WOMEN ON THE MOVE
    3148 PARALLEL PARKWAY
    KANSAS CITY,KS66104     		  PC CAPITAL CAMPAIGN 25,000
    YOUTH SYMPHONY OF KANSAS CITY
    209 W 18TH STREET
    KANSAS CITY,MO64108     		  PC 60TH ANNIVERSARY COMMISSIONS 5,000
    YOUTH VOLUNTEER CORPS
    1025 JEFFERSON STREET
    KANSAS CITY,MO64105     		  PC YVC LEADERSHIP ACADEMY 25,000
    Total .................................bullet 3a 2,586,967
    bApproved for future payment
    UMKC FOUNDATION
    4801 MAIN STREET SUITE 1000
    KANSAS CITY,MO64111     		  PC PLEDGED GRANT 1,100,000
    Total .................................bullet 3b 1,100,000
    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 15,169  
    4 Dividends and interest from securities....     14 1,086,899  
    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 ............     		    18 387,420  
    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 -3,529,380  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 -2,039,892 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -2,039,892
    (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
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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
    H&R BLOCK INC
     
    ONE HR BLOCK WAY
     
    KANSAS CITY, MO64105

    		$ 231,200


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 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 64,071 36,942   7,809

    TY 2018 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 2018 InvestmentsOtherSchedule2
    Name:
    H & R BLOCK FOUNDATION
    EIN:
    23-7378232
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DIMENSIONAL EMERGING MARKETS FUND FMV 1,726,822 1,726,822
    FIR TREE INTERNATIONAL VALUE FUND FMV 1,357,782 1,357,782
    VANGUARD DIVIDEND APPRECIATION FUND FMV 2,112,839 2,112,839
    WINGATE PARTNERS FMV 164,464 164,464
    CID CAPITAL FMV 982,010 982,010
    VANGUARD EMERGING MARKETS FMV 1,663,841 1,663,841
    COMMER TORTOISE FMV 1,089,622 1,089,622
    LAZARD GLOBAL FMV 1,057,927 1,057,927
    SEMPER VIC FMV 2,801,053 2,801,053
    RIVERVEST VENTURE FUND FMV 2,494,504 2,494,504
    WELLINGTON CTF DURABLE FMV 2,152,580 2,152,580
    OAKWOOD REAL ESTATE PARTNERS II FMV 874,580 874,580
    ARTISAN GLOBAL VALUE FUND FMV 2,239,323 2,239,323
    VANGUARD DEVELOPED MARKETS FMV 6,663,295 6,663,295
    VANGUARD RUSSELL 3000 FMV 9,312,323 9,312,323
    VANGUARD INTERMEDIATE US GOVT BOND FUND FMV 6,740,718 6,740,718
    DOVER STREET IX CAYMAN FUND FMV 938,147 938,147
    PARAMETRIC GLOBAL DEFENSIVE FMV 2,988,865 2,988,865
    LOOMIS FMV 1,747,301 1,747,301
    HBK MULTI STRATEGY FMV 1,743,733 1,743,733
    T ROWE PRICE NEW ERA FMV 1,250,912 1,250,912
    VANGUARD SHORT TERM TRS FMV 1,005,863 1,005,863
    OAKWOOD REAL ESTATE PARTNERS III FMV 162,208 162,208
    ROARK CAPITAL PARTNERS II FMV 557,915 557,915
    ROARK CAPITAL PARTNERS V FMV 159,504 159,504
    RIVERVEST VENTURE IV FMV 284,731 284,731

    TY 2018 LegalFeesSchedule
    Name:
    H & R BLOCK FOUNDATION
    EIN:
    23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 6,501 325   6,176


    TY 2018 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 125,880 40,874 40,874
    OTHER RECEIVABLES 0 6,300 6,300


    TY 2018 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 11,867 0   11,867
    SPECIAL EVENT EXPENSE 1,357 68   1,289
    VOLUNTEER PROGRAM COSTS 5,782 0   5,782
    INSURANCE-GENERAL 4,812 0   0
    MISCELLANEOUS 750 137   2,602


    TY 2018 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   -82,359  
    UNREALIZED GAIN (LOSS) ON INVESTMENTS -3,529,380   -3,529,380


    TY 2018 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. 65,667 68,747


    TY 2018 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 719,930 262,079   0
    MANAGEMENT FEES 336,534 26,923   309,611
    CONSULTING FEES 15,473 774   14,699