-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
Marion and Henry Bloch Family Foundation
% DAVID MILES
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
,
MO
641051905
A Employer identification number
45-4047901
B
Telephone number (see instructions)
(816) 854-4361
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
421,817,140
J
Accounting method:
Cash
Accrual
Other (specify)
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)
1
Contributions, gifts, grants, etc., received (attach schedule)
120,239,989
2
Check
.............
3
Interest on savings and temporary cash investments
27,090
27,090
4
Dividends and interest from securities
...
6,848,741
6,588,904
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
5,742,198
b
Gross sales price for all assets on line 6a
248,934,250
7
Capital gain net income (from Part IV, line 2)
...
7,101,147
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)
.......
48,229,052
877,390
12
Total.
Add lines 1 through 11
........
181,087,070
14,594,531
13
Compensation of officers, directors, trustees, etc.
182,077
29,132
152,945
14
Other employee salaries and wages
......
141,120
22,579
118,541
15
Pension plans, employee benefits
.......
40,030
6,405
33,625
16a
Legal fees (attach schedule)
.........
14,665
733
0
13,932
b
Accounting fees (attach schedule)
.......
73,683
28,854
0
22,105
c
Other professional fees (attach schedule)
....
2,091,190
1,893,452
187,254
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
335,411
259
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
4,446
222
4,224
21
Travel, conferences, and meetings
.......
5,994
300
5,694
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
33,201
106
25,962
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
2,921,817
1,982,042
0
564,282
25
Contributions, gifts, grants paid
.......
13,053,287
13,053,287
26
Total expenses and disbursements.
Add lines 24 and 25
15,975,104
1,982,042
0
13,617,569
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
165,111,966
b
Net investment income
(if negative, enter -0-)
12,612,489
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
628,450
455,616
455,616
2
Savings and temporary cash investments
.........
14,269,814
17,827,003
17,827,003
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
241,776,529
400,905,723
400,905,723
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
19,897
2,628,798
2,628,798
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
256,694,690
421,817,140
421,817,140
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
)
40,874
51,358
23
Total liabilities
(add lines 17 through 22)
.........
40,874
51,358
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
256,653,816
421,765,782
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
256,653,816
421,765,782
30
Total liabilities and net assets/fund balances
(see instructions)
.
256,694,690
421,817,140
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
256,653,816
2
Enter amount from Part I, line 27a
.....................
2
165,111,966
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
421,765,782
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
421,765,782
Form
990-PF
(2019)
Form 990-PF (2019)
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
MPLX LP
b
NUSTAR ENERGY
c
PHILLIPS 66 PTRS
d
WESTERN MIDSTREAM PTRS
e
CID CAPITAL OPPORTUNITY FUND II
OAKWOOD RE PTRS II
PARAMETRIC GLOBAL DEFENSIVE
RENAISSANCE INSTITUTIONAL
RIVERVEST VENTURE FUND III
WELLINGTON TRUST CO
WINGATE PTRS V
BUCKEYE PARTNERS
PUBLICLY TRADED SECURITIES
NHIT: CREDIT ASSET TRUST
FIR TRUST INTERNATIONAL VALUE FUND II
FIR TRUST INTERNATIONAL VALUE FUND
DOVER STREET IX CAYMAN FUND
LITTLEJOHN OPPORTUNITIES FUND II
AXIOM ASIA IV LP
ARTEMIS REAL ESTATE PTRS HEALTHCARE FUND
AXIOM ASIA V LP
ARROWSTREET INTERNATIONAL EQUITY
(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
972
b
-1,375
c
23
d
477
e
795,100
60,107
578,486
21,098
2,135
767,177
-624,981
-10,194
248,934,250
243,684,606
5,249,644
75,031
68,270
-75,890
351,627
-200,052
819
4,318
-9,103
47,458
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
b
c
d
e
5,249,644
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
7,101,147
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
...................
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?
Yes
No
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))
2018
13,248,037
275,562,624
0.048076
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
2
Total
of line 1, column (d)
.....................
2
0.228179
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
0.045636
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
304,345,248
5
Multiply line 4 by line 3
......................
5
13,889,100
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
126,125
7
Add lines 5 and 6
........................
7
14,015,225
8
Enter qualifying distributions from Part XII, line 4
,.............
8
14,867,569
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
126,125
here
and 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
3
Add lines 1 and 2
...........................
3
126,125
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
126,125
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
182,772
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
60,000
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
242,772
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
116,647
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
116,647
Refunded
11
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
MO
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 2019 or the taxable year beginning in 2019? 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
Yes
Form
990-PF
(2019)
Form 990-PF (2019)
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 address
BLOCHFAMILYFOUNDATION.ORG
14
The books are in care of
DAVID MILES
Telephone no.
(816) 854-4372
Located at
1 H AND R BLOCK WAY
Kansas City
MO
ZIP+4
64105
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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
No
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
0.75
0
0
0
1 H and R Block Way
Kansas City
,
MO
641051905
THOMAS M BLOCH
CHAIRMAN & DIRECTOR
3.0
0
0
0
1 H and R Block Way
Kansas City
,
MO
641051905
ROBERT L BLOCH
V. CHAIRMAN/TREASURER/DIRECTOR
0.5
0
0
0
1 H and R Block Way
Kansas City
,
MO
641051905
MARY JO BROWN
ASSISTANT SECRETARY & DIRECTOR
0.5
0
0
0
1 H and R Block Way
Kansas City
,
MO
641051905
BRUCE C DAVISON
VICE CHAIRMAN & DIRECTOR
0.5
0
0
0
1 H and R Block Way
Kansas City
,
MO
641051905
WILLIAM A HALL
DIRECTOR
0.75
0
0
0
1 H and R Block Way
Kansas City
,
MO
641051905
EDWARD T MATHENY JR
DIRECTOR
0.5
0
0
0
1 H and R Block Way
Kansas City
,
MO
641051905
JOHN R PHILLIPS
DIRECTOR
0.5
0
0
0
1 H and R Block Way
Kansas City
,
MO
641051905
MORTON I SOSLAND
DIRECTOR
0.5
0
0
0
1 H and R Block Way
Kansas City
,
MO
641051905
ELIZABETH A UHLMANN
SECRETARY & DIRECTOR
0.5
0
0
0
1 H and R Block Way
Kansas City
,
MO
641051905
LEO MORTON
DIRECTOR
0.25
0
0
0
1 H and R Block Way
Kansas City
,
MO
641051905
DAVID P MILES
PRESIDENT
30.0
182,077
18,506
0
1 H and R Block Way
Kansas City
,
MO
641051905
DEBBIE SOSLAND-EDELMAN
DIRECTOR
0.25
0
0
0
1 H and R Block Way
Kansas City
,
MO
641051905
SCOTT ANDREASEN
ASSISTANT TREASURER
0.5
0
0
0
1 H and R Block Way
Kansas City
,
MO
641051905
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
JEAN-PAUL CHAURAND
EXEC VICE PRESIDENT
40.0
90,132
15,019
0
1 H AND R BLOCK WAY
KANSAS CITY
,
MO
641051905
RACHEL CARLTON
ASSOC GRANT DIRECTOR
40.0
50,988
6,505
0
1 H AND R BLOCK WAY
KANSAS CITY
,
MO
641051905
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2019)
Form 990-PF (2019)
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
183,885
1 H R BLOCK WAY
KANSAS CITY
,
MO
64105
CAMBRIDGE ASSOCIATES LLC
INVESTMENT ADVISOR
401,811
100 SUMMER STREET
BOSTON
,
MA
02110
Total
number of others receiving over $50,000 for professional services
.............
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
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
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
211,448,491
b
Average of monthly cash balances
.......................
1b
14,640,848
c
Fair market value of all other assets (see instructions)
................
1c
82,890,608
d
Total
(add lines 1a, b, and c)
.........................
1d
308,979,947
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
308,979,947
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
4,634,699
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
304,345,248
6
Minimum investment return.
Enter 5% of line 5
..................
6
15,217,262
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
15,217,262
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
126,125
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
126,125
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
15,091,137
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
15,091,137
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
15,091,137
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
13,617,569
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
1,250,000
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
14,867,569
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
126,125
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
14,741,444
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
15,091,137
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
13,094,524
b
Total for prior years:
2017
,
2016
,
2015
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
14,867,569
a
Applied to 2018, but not more than line 2a
13,094,524
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
1,773,045
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter 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
..........
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
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
13,318,092
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)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
0
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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
b
List 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.
NONE
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARIONHENRY BLOCH FAM FOUNDATION
1 H AND R BLOCK WAY
KANSAS CITY
,
MO
64105
(816) 854-4361
b
The form in which applications should be submitted and information and materials they should include:
VISIT BLOCHFAMILYFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES.
c
Any submission deadlines:
VISIT BLOCHFAMILYFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES.
d
Any 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
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
American Public Square Inc
300 E 39th Street
Kansas City
,
MO
64111
NONE
PC
MHBFF Board of Directors Matching Gift Program
650
American Public Square Inc
300 E 39th Street
Kansas City
,
MO
64105
NONE
PC
MHBFF Board of Directors Matching Gift Program
2,000
Anna and Max Zalcman Torah Learning Center
8800 W 103rd St
Overland Park
,
KS
66212
JEWISH COMM ORG
PC
the Kosher Meals on Wheels program
5,000
ARTS KC-Regional Arts Council
106 Southwest Blvd
Kansas City
,
MO
64105
NONE
PC
MHBFF Board of Directors Matching Gift Program
666
Avodah
125 Maiden Lane
New York
,
NY
100385041
JEWISH COMM ORG
PC
continued engagement with the Avodah Justice Fello
6,000
Boys and Girls Clubs of Greater Kansas City
4001 Blue Parkway
Kansas City
,
MO
64130
NONE
PC
construction of and expanded programming for the J
100,000
Children's Mercy Hospital
2401 Gillham Road
Kansas City
,
MO
641084619
NONE
PC
Bloch Family Matching Gift Program
4,000
Children's Mercy Hospital
2401 Gillham Road
Kansas City
,
MO
64105
NONE
PC
MHBFF Board of Directors Matching Gift Program
5,000
Children's Mercy Hospital
2401 Gillham Road
Kansas City
,
MO
641084619
NONE
PC
the Children's Mercy East expansion project.
250,000
Children's Mercy Hospital
2402 Gillham Road
Kansas City
,
MO
641084620
NONE
PC
the Children's Mercy East expansion project.
250,000
City Year Kansas City
415 Delaware St
Kansas City
,
MO
64105
NONE
PC
expansion to Whittier Elementary School.
100,000
Community LINC
PO Box 32697
Kansas City
,
MO
64171
NONE
PC
MHBFF Board of Directors Matching Gift Program
5,000
Credit & Homeownership Empowerment Services
3125 Gillham Plaza
Kansas City
,
MO
64109
NONE
PC
Project ""Build, Restore, Engage""
71,000
Crossroads Charter Schools
1011 Central
Kansas City
,
MO
64105
NONE
PC
renovations and equipment for Crossroads Preparato
50,000
Donnelly College
608 N 18th Street
Kansas City
,
KS
66102
NONE
PC
the new academic building.
250,000
Donnelly College
608 N 18th Street
Kansas City
,
KS
66102
NONE
PC
the new academic building.
250,000
Elevate Metro KC
PO Box 4477
Overland Park
,
KS
66204
NONE
PC
program growth at Southeast High School
34,000
Fremar Foundation
2816 W 87th Terrace
Leawood
,
KS
662061606
NONE
PC
MHBFF Board of Directors Matching Gift Program
200
Friends of University Academy
8080 Ward Parkway
Kansas City
,
MO
64114
NONE
PC
MHBFF Board of Directors Matching Gift Program
5,000
Friends of University Academy
8080 Ward Parkway
Kansas City
,
MO
64114
NONE
PC
expansion of the Career Acceleration Program
75,000
Grandview Park Presbyterian Church
1613 Wilson Blvd
Kansas City
,
KS
66102
NONE
PC
MHBFF Board of Directors Matching Gift Program
2,000
Greater Kansas City Hispanic Development Fund
1055 Broadway Blvd
Kansas City
,
MO
64105
NONE
PC
the HDF Bilingual Family College Prep Program
100,000
Harry S Truman Library Institute for National and
5151 Troost Ave
Kansas City
,
MO
64110
NONE
PC
expanding President Truman's Classroom for Democra
250,000
Harvesters - The Community Food Network
3801 Topping Avenue
Kansas City
,
MO
64129
NONE
PC
In honor of Morton Sosland
10,000
Henry W Bloch School of Management Fund at the Gr
1055 Broadway
Kansas City
,
MO
64105
LEGACY ORG
PC
activites of the Henry W. Bloch School of Manageme
5,380,000
High Aspirations
6320 Brookside Plaza
Kansas City
,
MO
641131709
NONE
PC
MHBFF Board of Directors Matching Gift Program
400
High Aspirations
6320 Brookside Plaza
Kansas City
,
MO
641131709
NONE
PC
building renovations and future programming
25,000
Hyman Brand Hebrew Academy
5801 West 11th Street
Overland Park
,
KS
662111800
JEWISH COMM ORG
PC
ongoing programs and operations
107,000
Jackson County Historical Society
PO Box 4241
Independence
,
MO
640514241
NONE
PC
MHBFF Board of Directors Matching Gift Program
200
Jewish Community Center of Greater Kansas City
5801 W 115th Street
Overland Park
,
KS
66211
JEWISH COMM ORG
PC
ongoing programs and operations
10,000
Jewish Community Center of Greater Kansas City
5801 W 115th Street
Overland Park
,
KS
66211
NONE
PC
non-sports related aspects of the Jewish Community
50,000
Jewish Community Relations Bureau-American Jewish
5801 W 115th Street
Overland Park
,
KS
66211
JEWISH COMM ORG
PC
ongoing programs and operations
40,000
Jewish Family Services
5801 W 115th Street
Overland Park
,
KS
66211
NONE
PC
Bloch Family Matching Gift Program
500
Jewish Family Services
5801 W 115th Street
Overland Park
,
KS
66211
JEWISH COMM ORG
PC
ongoing programs and operations
25,000
Jewish Federation of Greater Kansas City
5801 W 115th Street
Overland Park
,
KS
662111800
NONE
PC
Bloch Family Matching Gift Program
1,000
Jewish Federation of Greater Kansas City
5801 W 115th Street
Overland Park
,
KS
662111800
NONE
PC
MHBFF Board of Directors Matching Gift Program
6,500
Jewish Federation of Greater Kansas City
5801 W 115th Street
Overland Park
,
KS
662111800
NONE
PC
MHBFF Board of Directors Matching Gift Program
6,666
Jewish Federation of Greater Kansas City
5802 W 115th Street
Overland Park
,
KS
662111800
JEWISH COMM ORG
PC
improve critical security measures
50,000
Jewish Federation of Greater Kansas City
5801 W 115th Street
Overland Park
,
KS
662111800
JEWISH COMM ORG
PC
ongoing programs and operations
250,000
Jewish Vocational Service
4600 The Paseo
Kansas City
,
MO
64110
JEWISH COMM ORG
PC
ongoing programs and operations
5,000
Kansas City Art Institute
4415 Warwick Blvd
Kansas City
,
MO
64111
NONE
PC
the Space to Create capital campaign
100,000
Kansas City Girls Preparatory Academy
5000 East 17th Street
Kansas City
,
MO
64127
NONE
PC
facility renovations
75,000
Kansas City Museum Foundation Inc
4600 E 63rd
Kansas City
,
MO
64130
NONE
PC
MHBFF Board of Directors Matching Gift Program
5,256
Kansas City Pet Project
4400 Raytown Rd
Kansas City
,
MO
641292185
NONE
PC
Bloch Family Matching Gift Program
1,500
Kansas City Pre-K Cooperative Fund at the Greater
1055 Broadway St
Kansas City
,
MO
64105
NONE
PC
the Kansas City Pre-K Cooperative Fund at the Grea
50,000
Kansas City Repertory Theatre
4825 Troost Ave
Kansas City
,
MO
64110
NONE
PC
BSEB Matching Gift Program
650
Kansas City Repertory Theatre
4825 Troost Ave
Kansas City
,
MO
64110
NONE
PC
MHBFF Board of Directors Matching Gift Program
2,000
Kansas City Repertory Theatre
4825 Troost Ave
Kansas City
,
MO
64110
NONE
PC
BSEB Matching Gift Program
10,000
Kansas City Repertory Theatre
4825 Troost Ave
Kansas City
,
MO
64110
NONE
PC
the Creative Future Fund.
50,000
Kansas City Symphony
1703 Wyandotte St
Kansas City
,
MO
64108
NONE
PC
the Investment in Excellence Initiative
100,000
Kansas University Endowment Association
3901 Rainbow Blvd
Kansas City
,
KS
66160
NONE
PC
MHBFF Board of Directors Matching Gift Program
3,000
Kauffman Center for the Performing Arts
1601 Broadway
Kansas City
,
MO
64108
NONE
PC
security infrastructure for the Kauffman Center fo
43,000
KCPT- Public Television 19
125 East 31st Street
Kansas City
,
MO
64108
NONE
PC
MHBFF Board of Directors Matching Gift Program
5,000
KCPT- Public Television 19
125 East 31st Street
Kansas City
,
MO
64108
NONE
PC
unrestricted gift in honor of Ed Matheny
10,000
KCPT- Public Television 19
125 East 31st Street
Kansas City
,
MO
64108
NONE
PC
the Kansas City Picture This campaign
100,000
Liberty Memorial Association dba National World
2 Memorial Drive
Kansas City
,
MO
641084603
NONE
PC
2019 Night at the Tower Annual Gala.
50,000
Mid-America Regional Council
600 Broadway Blvd
Kansas City
,
MO
64105
NONE
PC
KC Degrees.
50,000
Midwest Center for Holocaust Education
5801 W 115Th St
Overland Park
,
KS
662111800
JEWISH COMM ORG
PC
ongoing programs and operations
8,000
Miracle Of Innocence Inc
13725 Metcalf
Overland Park
,
KS
66223
NONE
PC
MHBFF Board of Directors Matching Gift Program
1,600
National Museum Of Toys And Miniatures
5235 Oak Street
Kansas City
,
MO
641122877
NONE
POF
MHBFF Board of Directors Matching Gift Program
2,000
New Reform Temple
7100 Main
Kansas City
,
MO
64114
NONE
PC
Rabbi's Discretionary Fund
500
New Reform Temple
7100 Main
Kansas City
,
MO
64114
NONE
PC
MHBFF Board of Directors Matching Gift Program
2,000
New Reform Temple
7100 Main
Kansas City
,
MO
64114
NONE
PC
MHBFF Board of Directors Matching Gift Program
15,000
Parkinson's Foundation
200 SE 1st Street
Miami
,
FL
33131
NONE
PC
in memory of Milton H. Klaas of Freeport, IL
100
Pembroke Hill School
400 W 51st St
Kansas City
,
MO
641122316
NONE
PC
Bloch Family Matching Gift Program
500
Pembroke Hill School
400 W 51st St
Kansas City
,
MO
641122316
NONE
PC
MHBFF Board of Directors Matching Gift Program
500
Pembroke Hill School
400 W 51st St
Kansas City
,
MO
641122316
NONE
PC
Bloch Family Matching Gift Program
1,500
Plaza Academy
3930 Broadway Boulevard
Kansas City
,
MO
64111
NONE
PC
Bloch Family Matching Gift Program
3,000
Police Foundation of Kansas City
PO Box 25198
Kansas City
,
MO
64119
NONE
PC
MHBFF Board of Directors Matching Gift Program
2,000
reStart Inc
918 E 9th Street
Kansas City
,
MO
64106
NONE
PC
the organization's Recovery Plan
50,000
Rightfully Sewn (co Community Capital Fund org's
1800 Wyandotte St
Kansas City
,
MO
64108
NONE
PC
Bloch Family Matching Gift Program
500
Rightfully Sewn (co Community Capital Fund org's
1800 Wyandotte St
Kansas City
,
MO
64108
NONE
PC
MHBFF Board of Directors Matching Gift Program
825
Saint Luke's Foundation
901 E 104th Street
Kansas City
,
MO
64131
NONE
PC
MHBFF Board of Directors Matching Gift Program
200
Saint Luke's Foundation
901 E 104th Street
Kansas City
,
MO
64131
NONE
PC
MHBFF Board of Directors Matching Gift Program
1,250
Saint Luke's Foundation
901 E 104th Street
Kansas City
,
MO
64131
NONE
PC
MHBFF Board of Directors Matching Gift Program
10,000
Saint Luke's Foundation
901 E 104th Street
Kansas City
,
MO
64131
NONE
PC
Gift to Saint Luke's Home Care & Hospice, in memor
50,000
Saint Luke's Foundation
901 E 104th Street
Kansas City
,
MO
64131
LEGACY ORG
PC
SLMBNI Five Year Strategy (2019-2023)
1,300,000
Saint Luke's Foundation
901 E 104th Street
Kansas City
,
MO
64131
LEGACY ORG
PC
SLMBNI Five Year Strategy (2019-2023)
1,300,000
Sasone Committee at the Jewish Federation of Great
5801 W 115th St
Overland Park
,
KS
662111800
JEWISH COMM ORG
PC
ongoing programs and operations
10,000
St Paul's Episcopal Day School
4041 Main Street
Kansas City
,
MO
64111
NONE
PC
MHBFF Board of Directors Matching Gift Program
200
Swope Corridor RenaissanceThe Upper Room Inc
300 E 39th Street
Kansas City
,
MO
64111
NONE
PC
the purchase and installation of playground equipm
68,300
The Children's Place
2 E 59th Street
Kansas City
,
MO
64133
NONE
PC
MHBFF Board of Directors Matching Gift Program
1,300
The Nelson Gallery Foundation
4525 Oak Street
Kansas City
,
MO
641111818
NONE
PC
MHBFF Board of Directors Matching Gift Program
175
The Nelson Gallery Foundation
4525 Oak Street
Kansas City
,
MO
641111818
NONE
PC
MHBFF Board of Directors Matching Gift Program
1,214
The Nelson Gallery Foundation
4525 Oak Street
Kansas City
,
MO
641111818
NONE
PC
MHBFF Board of Directors Matching Gift Program
1,500
The Nelson Gallery Foundation
4525 Oak Street
Kansas City
,
MO
641111818
NONE
PC
Unrestricted
10,000
The Nelson Gallery Foundation
4525 Oak Street
Kansas City
,
MO
641111818
LEGACY ORG
PC
the museum's efforts to further advance the Bloch
200,000
The Nelson Gallery Foundation
4525 Oak Street
Kansas City
,
MO
641111818
LEGACY ORG
PC
the museum's efforts to further advance the Bloch
500,000
The Nelson Gallery Foundation
4525 Oak Street
Kansas City
,
MO
641111818
LEGACY ORG
PC
the museum's efforts to further advance the Bloch
500,000
The Temple Congregataion B'nai Jehudah
12320 Nall Ave
Overland Park
,
KS
66209
NONE
PC
Rabbi's Discretionary Fund
500
The Temple Congregation B'nai Jehudah
12320 Nall Ave
Overland Park
,
KS
66209
NONE
PC
MHBFF Board of Directors Matching Gift Program
370
The Temple Congregation B'nai Jehudah
12320 Nall Ave
Overland Park
,
KS
66209
NONE
PC
MHBFF Board of Directors Matching Gift Program
700
The Temple Congregation B'nai Jehudah
12320 Nall Ave
Overland Park
,
KS
66209
NONE
PC
MHBFF Board of Directors Matching Gift Program
4,915
UMKC Foundation
5115 Oak St
Kansas City
,
MO
64112
NONE
PC
MHBFF Board of Directors Matching Gift Program
600
UMKC Foundation
5115 Oak St
Kansas City
,
MO
64112
NONE
PC
BSEB Matching Gift Program
650
UMKC Foundation
5115 Oak St
Kansas City
,
MO
64112
NONE
PC
Gift designated for the UMKC Conservatory of Music
2,500
UMKC Foundation
5115 Oak St
Kansas City
,
MO
64112
NONE
PC
BSEB Matching Gift Program
3,000
UMKC Foundation
5115 Oak St
Kansas City
,
MO
64112
NONE
PC
MHBFF Board of Directors Matching Gift Program
3,200
UMKC Foundation
5115 Oak St
Kansas City
,
MO
64112
NONE
PC
34th Annual Entrepreneur of the Year Awards Ceremo
10,000
UMKC Foundation
5115 Oak St
Kansas City
,
MO
64112
NONE
PC
BSEB Matching Gift Program
10,000
UMKC Foundation
5115 Oak St
Kansas City
,
MO
64112
NONE
PC
intensive support services provided for students a
45,000
UMKC Foundation
5115 Oak St
Kansas City
,
MO
64112
NONE
PC
the RooSTRONG Success Model
300,000
United Inner City Services
2008 E 12th Street
Kansas City
,
MO
64127
NONE
PC
start-up of the Metro Child and Family Development
37,500
United Way of Greater Kansas City
801 W 47th Street
Kansas City
,
MO
641121239
NONE
PC
the organization's 100th anniversary in 2018 and t
25,000
United Way of Greater Kansas City
801 W 47th Street
Kansas City
,
MO
641121239
NONE
PC
United Way's expansion of the Family Stability Ini
50,000
Unleashed Pet Rescue & Adoption
5918 Broadmoor Street
Mission
,
KS
662023226
NONE
PC
Bloch Family Matching Gift Program
5,000
Vaad Hakashruth of Kansas City
9900 Antioch
Overland Park
,
KS
66212
JEWISH COMM ORG
PC
ongoing programs and operations
4,000
Veterans Community Project
8900 Troost
Kansas City
,
MO
64131
NONE
PC
Bloch Family Matching Gift Program
5,000
Village Shalom Inc
5500 W 123rd Street
Overland Park
,
KS
66209
JEWISH COMM ORG
PC
ongoing programs and operations
30,000
Wildwood Outdoor Education Center
1403 Southwest Blvd
Kansas City
,
KS
66103
NONE
PC
the Commuity Engagement and Growth project.
35,000
Total
.................................
3a
13,053,287
b
Approved for future payment
The Nelson-Atkins Museum of Art
4525 Oak Street
Kansas City
,
MO
641111818
None
PC
ACTIVATE AND AUDIENCE ENGAGEMENT; BUILDING RENOVAT RENOVATIONS; MEMBERSHIPS/SPONSORSHIPS
4,800,000
Saint Luke's Hospital
901 E 104th Street
Kansas City
,
MO
64131
None
PC
Marion Bloch Neuroscience Institute
10,400,000
Marion and Henry Bloch Scholars
1055 Broadway Blvd Suite 130
Kansas City
,
MO
64105
None
PC
Supportive Services
360,000
City Year Kansas City
4801 Rockhill Rd
Kansas City
,
MO
64110
None
PC
Community Grant
100,000
Crossroads Charter Schools
1015 Central St
Kansas City
,
MO
64105
None
PC
Community Grant
100,000
Deportation Defense Legal Network
5601 Rockhill Rd
Kansas City
,
MO
64110
None
PC
Community Grant
20,000
Donnelly College
608 N 18th Street
Kansas City
,
KS
66102
None
PC
Community Grant
500,000
Elevate Metro Kc
PO Box 4477
Overland Park
,
KS
66204
None
PC
Community Grant
66,000
Episcopal Community Services
11 E 40th St
Kansas City
,
MO
64111
None
PC
Community Grant
25,000
Friends of University Academy
8080 Ward Parkway
Kansas City
,
MO
64114
None
PC
Community Grant
50,000
Greater KC Hispanic Development Fund
1055 Broadway Blvd
Kansas City
,
MO
64105
None
PC
Community Grant
125,000
High Aspirations
6320 Brookside Plz Suite 263
Kansas City
,
MO
64113
None
PC
Community Grant
25,000
Jewish Community Center of GKC
5801 W 115th St
Overland Park
,
KS
66211
None
PC
Community Grant
50,000
Kansas City Art Institute
4415 Warwick Blvd
Kansas City
,
MO
64111
None
PC
Community Grant
100,000
Kansas City Girls Preparatory Academy
4550 Main St Suite 227
Kansas City
,
MO
64111
None
PC
Community Grant
75,000
Kansas City Public Library
14 West 10th Street
Kansas City
,
MO
64105
None
PC
Community Grant
200,000
Kansas City Symphony
1703 Wyandotte St
Kansas City
,
MO
64108
None
PC
Community Grant
300,000
Kauffman Center for the Performing Arts
1601 Broadway Blvd
Kansas City
,
MO
64108
None
PC
Community Grant
50,000
KCPT-Public Television 19
125 East 31st Street
Kansas City
,
MO
64108
None
PC
Community Grant
150,000
MARC Comm Services Corp - Double Up Bucks
600 Broadway Suite 200
Kansas City
,
MO
64105
None
PC
Community Grant
150,000
MARC Comm Services Corp - Double Up Bucks
600 Broadway Suite 200
Kansas City
,
MO
64105
None
PC
Community Grant
50,000
Mattie Rhodes Counseling & Arts Center
915 W 17th St
Kansas City
,
MO
64108
None
PC
Community Grant
50,000
Harry S Truman Library Institute
500 W US Highway 24
Independence
,
MO
64050
None
PC
Community Grant
250,000
United Inner City Services
2008 E 12th St
Kansas City
,
MO
64127
None
PC
Community Grant
37,500
United Way of GKC - Family Stability
801 W 47th Street
Kansas City
,
MO
641121239
None
PC
Community Grant
50,000
University of Missouri-Kansas City
5115 Oak St
Kansas City
,
MO
64112
None
PC
Community Grant
900,000
Total
.................................
3b
18,983,500
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
27,090
4
Dividends and interest from securities
....
14
6,848,741
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
5,742,198
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
UNREALIZED GAIN (LOSS) ON INVESTMENTS
14
48,229,052
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
60,847,081
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
60,847,081
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description