Form990-PF

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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)4801 Main Street Ste 400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Kansas City, MO64112
A Employer identification number

45-4047901
B Telephone number (see instructions)

(816) 854-4361
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$604,517,537J 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) 119,138,332
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,119,314 1,043,823  
4 Dividends and interest from securities... 5,688,911 6,521,436  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,591,548
b Gross sales price for all assets on line 6a 228,932,741
7 Capital gain net income (from Part IV, line 2)... 13,695,595
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 176 1,877,945  
12 Total. Add lines 1 through 11........ 135,538,281 23,138,799  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 203,940 32,630   171,310
14 Other employee salaries and wages...... 19,150 3,064   16,086
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 37,671 1,884 0 35,787
b Accounting fees (attach schedule)....... Click to see attachment 80,238 7,353 0 3,151
c Other professional fees (attach schedule).... Click to see attachment 3,342,913 2,768,802   570,090
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 114,544 137,250    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 4,727 236   4,491
21 Travel, conferences, and meetings....... 10,476 524   9,952
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 68,859 290   57,668
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,882,518 2,952,033 0 868,535
25 Contributions, gifts, grants paid....... 14,572,570 14,572,570
26 Total expenses and disbursements. Add lines 24 and 25 18,455,088 2,952,033 0 15,441,105
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 117,083,193
b Net investment income (if negative, enter -0-) 20,186,766
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 455,616 249,868 249,868
2 Savings and temporary cash investments......... 17,827,003 22,385,944 22,385,944
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).......... 400,905,723 581,841,483 581,841,483
14 Land, buildings, and equipment: basis bullet40,242
Less: accumulated depreciation (attach schedule) bullet   0 40,242 40,242
15 Other assets (describe bullet) Click to see attachment2,628,798 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 421,817,140 604,517,537 604,517,537
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 attachment51,358 Click to see attachment55,379
23 Total liabilities (add lines 17 through 22)......... 51,358 55,379
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 421,765,782 604,462,158
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 421,765,782 604,462,158
30 Total liabilities and net assets/fund balances (see instructions). 421,817,140 604,517,537
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
421,765,782
2
Enter amount from Part I, line 27a .....................
2
117,083,193
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
65,613,183
4
Add lines 1, 2, and 3 ..........................
4
604,462,158
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
604,462,158
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES P    
b GAIN FROM PASSTHROUGH ACTIVITES P    
c CAPITAL GAIN ON SALE OF PTP P    
d
e
(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 220,714,990   208,224,890 12,490,100
b 1,431,511     1,431,511
c 6,786,240   7,012,256 -226,016
d
e
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       12,490,100
b       1,431,511
c       -226,016
d
e
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 13,695,595
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 280,596
c All other domestic foundations enter 1.39% 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........................... 3 280,596
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- ..... 5 280,596
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 136,647
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 230,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 366,647
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 2,457
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 83,594
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet83,594 RefundedBullet 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 the instructions
for the 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletBLOCHFAMILYFOUNDATION.ORG
    14
    The books are in care ofbulletDAVID MILES Telephone no.bullet (816) 854-4372

    Located atbullet4801 MAIN STREET SUITE 400Kansas CityMO ZIP+4bullet64112
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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
     
    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.
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    THOMAS M BLOCH CHAIRMAN & DIRECTOR
    3.0     		0 0 0
    4801 Main Street Ste 400
    Kansas City,MO64112
    ROBERT L BLOCH V. CHAIRMAN/TREASURER/DIRECTOR
    0.5     		0 0 0
    4801 Main Street Ste 400
    Kansas City,MO64112
    MARY JO BROWN ASSISTANT SECRETARY & DIRECTOR
    0.5     		0 0 0
    4801 Main Street Ste 400
    Kansas City,MO64112
    BRUCE C DAVISON VICE CHAIRMAN & DIRECTOR
    0.75     		0 0 0
    4801 Main Street Ste 400
    Kansas City,MO64112
    WILLIAM A HALL DIRECTOR
    0.75     		0 0 0
    4801 Main Street Ste 400
    Kansas City,MO64112
    JOHN R PHILLIPS DIRECTOR
    0.75     		0 0 0
    4801 Main Street Ste 400
    Kansas City,MO64112
    ELIZABETH A UHLMANN SECRETARY & DIRECTOR
    0.5     		0 0 0
    4801 Main Street Ste 400
    Kansas City,MO64112
    LEO MORTON DIRECTOR
    0.5     		0 0 0
    4801 Main Street Ste 400
    Kansas City,MO64112
    DAVID P MILES PRESIDENT
    30.0     		203,940 19,150 0
    4801 Main Street Ste 400
    Kansas City,MO64112
    DEBBIE SOSLAND-EDELMAN DIRECTOR
    0.5     		0 0 0
    4801 Main Street Ste 400
    Kansas City,MO64112
    SCOTT W ANDREASEN ASSISTANT TREASURER
    0.5     		0 0 0
    4801 Main Street Ste 400
    Kansas City,MO64112
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    BKD CPAs & Advisors Tax and Audit Servic 63,284
    1201 Walnut Street Suite 1700
    KANSAS CITY,MO641062246
    CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISOR 441,209
    PO Box 412015
    BOSTON,MA022412015
    Total number of others receiving over $50,000 for professional services.............bullet  
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    252,456,875
    b
    Average of monthly cash balances.......................
    1b
    33,468,997
    c
    Fair market value of all other assets (see instructions)................
    1c
    146,011,402
    d
    Total (add lines 1a, b, and c).........................
    1d
    431,937,274
    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
    431,937,274
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    6,479,059
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    425,458,215
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    21,272,911
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    21,272,911
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    280,596
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    22,474
    c
    Add lines 2a and 2b............................
    2c
    303,070
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    20,969,841
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,250,000
    5
    Add lines 3 and 4............................
    5
    22,219,841
    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
    22,219,841
    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
    15,441,105
    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
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    15,441,105
    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
    15,441,105
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 22,219,841
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 13,318,092
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 15,441,105
    a Applied to 2019, but not more than line 2a 13,318,092
    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 2020 distributable amount..... 2,123,013
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		20,096,828
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    HENRY W BLOCH
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    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:
    MARIONHENRY BLOCH FAM FOUNDATION
    4801 MAIN STREET STE 400
    KANSAS CITY,MO64112
    (816) 854-4361
    bThe form in which applications should be submitted and information and materials they should include:
    VISIT BLOCHFAMILYFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES.
    cAny submission deadlines:
    VISIT BLOCHFAMILYFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION GENERALLY MAKES ONE-YEAR GRANTS. HOWEVER, THE FOUNDATION WILL CONSIDER MULTI-YEAR REQUESTS. GRANTS ARE MADE ONLY TO TAX EXEMPT 501(C)(3) ORGANIZATONS THAT ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS. THE FOUNDATION CONSIDERS SUPPORT FOR ORGANIZATIONS THAT ARE BASED IN AND SERVICE RESIDENTS WITHIN THE GREATER KANSAS CITY AREA.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    American Public Square Inc
    300 E 39th Street
    Kansas City,MO64111     		NONE PC MHBFF Board of Directors Matching Gift Program 650
    Anna and Max Zalcman Torah Learning Center
    8800 W 103rd St
    Overland Park,KS66212     		JEWISH COMM ORG PC the Kosher Meals on Wheels program 5,000
    ARTS KC-Regional Arts Council
    106 Southwest Blvd
    Kansas City,MO64105     		NONE PC MHBFF Board of Directors Matching Gift Program 650
    Avodah
    125 Maiden Lane
    New York,NY100385041     		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,MO64130     		NONE PC MHBFF Board of Directors Matching Gift Program 200
    Children's Mercy Hospital
    2401 Gillham Road
    Kansas City,MO641084619     		NONE PC the expansion of KidCare Anywhere direct-to-patient telehealth 250,000
    Children's Mercy Hospital
    2401 Gillham Road
    Kansas City,MO64105     		NONE PC COVID-19: Purchase of an EMAG system 114,000
    Children's Mercy Hospital
    2401 Gillham Road
    Kansas City,MO641084619     		NONE PC MHBFF Board of Directors Matching Gift Program 5,000
    Children's Mercy Hospital
    2402 Gillham Road
    Kansas City,MO641084620     		NONE PC MHBFF Board of Directors Matching Gift Program . 2,000
    City Year Kansas City
    415 Delaware St
    Kansas City,MO64105     		NONE PC expansion to Whittier Elementary School. 100,000
    Credit & Homeownership Empowerment Services
    3125 Gillham Plaza
    Kansas City,MO64109     		NONE PC Project ""Build, Restore, Engage"" 200,000
    Crossroads Charter Schools
    1011 Central
    Kansas City,MO64105     		NONE PC renovations and equipment for Crossroads Preparato 50,000
    Elevate Metro KC
    PO Box 4477
    Overland Park,KS66204     		NONE PC program growth at Southeast High School 33,000
    Greater Kansas City Hispanic Development Fund
    1055 Broadway Blvd
    Kansas City,MO64105     		NONE PC the HDF Bilingual Family College Prep Program 75,000
    Harry S Truman Library Institute for National and
    5151 Troost Ave
    Kansas City,MO64110     		NONE PC expanding President Truman's Classroom for Democra 250,000
    Henry W Bloch School of Management Fund at the Gr
    1055 Broadway
    Kansas City,MO64105     		LEGACY ORG PC activites of the Henry W. Bloch School of Manageme 1,000,000
    High Aspirations
    6320 Brookside Plaza
    Kansas City,MO641131709     		NONE PC building renovations and future programming 15,000
    Hyman Brand Hebrew Academy
    5801 West 11th Street
    Overland Park,KS662111800     		JEWISH COMM ORG PC ongoing programs and operations 107,000
    Jewish Community Center of Greater Kansas City
    5801 W 115th Street
    Overland Park,KS66211     		JEWISH COMM ORG PC ongoing programs and operations 10,000
    Jewish Community Center of Greater Kansas City
    5801 W 115th Street
    Overland Park,KS66211     		NONE PC non-sports related aspects of the Jewish Community 50,000
    Jewish Community Relations Bureau-American Jewish
    5801 W 115th Street
    Overland Park,KS66211     		JEWISH COMM ORG PC ongoing programs and operations 40,000
    Jewish Family Services
    5801 W 115th Street
    Overland Park,KS66211     		NONE PC strengthening the organization's development and technology capacity 150,000
    Jewish Family Services
    5801 W 115th Street
    Overland Park,KS66211     		JEWISH COMM ORG PC ongoing programs and operations 25,000
    Jewish Federation of Greater Kansas City
    5801 W 115th Street
    Overland Park,KS662111800     		Jewish Comm Org PC the completion of the Kansas City Jewish Community Study 50,000
    Jewish Federation of Greater Kansas City
    5801 W 115th Street
    Overland Park,KS662111800     		NONE PC MHBFF Board of Directors Matching Gift Program 5,000
    Jewish Federation of Greater Kansas City
    5801 W 115th Street
    Overland Park,KS662111800     		NONE PC MHBFF Board of Directors Matching Gift Program 6,666
    Jewish Federation of Greater Kansas City
    5802 W 115th Street
    Overland Park,KS662111800     		JEWISH COMM ORG PC improve critical security measures 50,000
    Jewish Federation of Greater Kansas City
    5801 W 115th Street
    Overland Park,KS662111800     		JEWISH COMM ORG PC ongoing programs and operations 250,000
    Jewish Vocational Service
    4600 The Paseo
    Kansas City,MO64110     		JEWISH COMM ORG PC ongoing programs and operations 5,000
    Kansas City Art Institute
    4415 Warwick Blvd
    Kansas City,MO64111     		NONE PC the Space to Create capital campaign 100,000
    Kansas City Girls Preparatory Academy
    5000 East 17th Street
    Kansas City,MO64127     		NONE PC facility renovations 75,000
    Kansas City Repertory Theatre
    4825 Troost Ave
    Kansas City,MO64110     		NONE PC BSEB Matching Gift Program 10,000
    Kansas City Repertory Theatre
    4825 Troost Ave
    Kansas City,MO64110     		NONE PC MHBFF Board of Directors Matching Gift Program 600
    Kansas City Symphony
    1703 Wyandotte St
    Kansas City,MO64108     		NONE PC the Investment in Excellence Initiative 100,000
    Kansas University Endowment Association
    3901 Rainbow Blvd
    Kansas City,KS66160     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    Kauffman Center for the Performing Arts
    1601 Broadway
    Kansas City,MO64108     		NONE PC security infrastructure for the Kauffman Center fo 30,000
    KCPT- Public Television 19
    125 East 31st Street
    Kansas City,MO64108     		NONE PC MHBFF Board of Directors Matching Gift Program 5,000
    KCPT- Public Television 19
    125 East 31st Street
    Kansas City,MO64108     		NONE PC the Kansas City Picture This campaign 100,000
    Mid-America Regional Council
    600 Broadway Blvd
    Kansas City,MO64105     		NONE PC COVID-19: Expanding MARC's and its partner agenices' capacity to feed vulnerable adults 250,000
    Midwest Center for Holocaust Education
    5801 W 115Th St
    Overland Park,KS662111800     		JEWISH COMM ORG PC ongoing programs and operations 8,000
    Pembroke Hill School
    400 W 51st St
    Kansas City,MO641122316     		NONE PC MHBFF Board of Directors Matching Gift Program 600
    Police Foundation of Kansas City
    PO Box 25198
    Kansas City,MO64119     		NONE PC body cameras and related technology 150,000
    reStart Inc
    918 E 9th Street
    Kansas City,MO64106     		NONE PC Family Shelter Expansion 15,000
    Rightfully Sewn (co Community Capital Fund org's
    1800 Wyandotte St
    Kansas City,MO64108     		NONE PC Bloch Family Matching Gift Program 1,250
    Saint Luke's Foundation
    901 E 104th Street
    Kansas City,MO64131     		NONE PC MHBFF Board of Directors Matching Gift Program 10,000
    Saint Luke's Foundation
    901 E 104th Street
    Kansas City,MO64131     		NONE PC MHBFF Board of Directors Matching Gift Program 4,000
    Saint Luke's Foundation
    901 E 104th Street
    Kansas City,MO64131     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    Saint Luke's Foundation
    901 E 104th Street
    Kansas City,MO64131     		NONE PC Gift to Saint Luke's Home Care & Hospice, in memor 1,000
    Saint Luke's Foundation
    901 E 104th Street
    Kansas City,MO64131     		LEGACY ORG PC SLMBNI Five Year Strategy (2019-2023) 1,300,000
    Saint Luke's Foundation
    901 E 104th Street
    Kansas City,MO64131     		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,KS662111800     		JEWISH COMM ORG PC ongoing programs and operations 10,000
    The Children's Place
    2 E 59th Street
    Kansas City,MO64133     		NONE PC the Power of Place capital campaign 75,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO641111818     		NONE PC MHBFF Board of Directors Matching Gift Program 9,440
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO641111818     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO641111818     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO641111818     		NONE PC MHBFF Board of Directors Matching Gift Program 1,293
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO641111818     		LEGACY ORG PC the museum's efforts to further advance the Bloch 600,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO641111818     		LEGACY ORG PC the museum's efforts to further advance the Bloch 419,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO641111818     		LEGACY ORG PC the museum's efforts to further advance the Bloch 369,000
    The Temple Congregation B'nai Jehudah
    12320 Nall Ave
    Overland Park,KS66209     		NONE PC MHBFF Board of Directors Matching Gift Program 5,580
    The Temple Congregation B'nai Jehudah
    12320 Nall Ave
    Overland Park,KS66209     		NONE PC MHBFF Board of Directors Matching Gift Program 730
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 3,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC BSEB Matching Gift Program 3,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 2,500
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 2,500
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 2,500
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC Bloch Family Matching Gift Program 2,500
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC Bloch Family Matching Gift Program 2,500
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC BSEB Matching Gift Program 2,000
    United Inner City Services
    2008 E 12th Street
    Kansas City,MO64127     		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,MO641121239     		NONE PC COVID-19: Metro Family Violence Coalition for Domestic Violence Survivor Housing 350,000
    United Way of Greater Kansas City
    801 W 47th Street
    Kansas City,MO641121239     		NONE PC COVID-19: Regional Eviction and Foreclosure Prevention 350,000
    Vaad Hakashruth of Kansas City
    9900 Antioch
    Overland Park,KS66212     		JEWISH COMM ORG PC ongoing programs and operations 4,000
    Village Shalom Inc
    5500 W 123rd Street
    Overland Park,KS66209     		JEWISH COMM ORG PC ongoing programs and operations 30,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		LEGACY ORG PC Support the August 2019 Contribution Agreement for Heritage Hall Renovations 1,250,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC the RooSTRONG Success Model 300,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC the RooSTRONG Success Model 300,000
    Boys Grow Corp
    9301 E 147th St
    Kansas City,MO64149     		NONE PC MHBFF Board of Directors Matching Gift Program 1,500
    Children's Mercy Hospital
    2401 Gillham Road
    Kansas City,MO64108     		NONE PC MHBFF Board of Directors Matching Gift Program 1,000
    Community Capital Fund
    3200 Wayne Ave
    Kansas City,MO64109     		NONE PC COVID-19: KC COVID-19 Small Business Relief Loan Fund 300,000
    Community Capital Fund
    3200 Wayne Ave
    Kansas City,MO64109     		NONE PC CIT Feasibility Study for the Northeast 40,000
    Congregation Beth Shalom
    14200 Lamar Ave
    Overland Park,KS66223     		NONE PC MHBFF Board of Directors Matching Gift Program 6,000
    Emmanuel Family and Child
    2415 Swope Parkway
    Kansas City,MO64130     		NONE PC enhancements for the new EFCDC facility 50,000
    Horizon Academy
    4901 Reinhardt Drive
    Ste A
    Roeland Park,KS66205     		NONE PC MHBFF Board of Directors Matching Gift Program 1,000
    Hyman Brand Hebrew Academy
    5801 West 115th Street
    Suite 102
    Overland Park,KS662111800     		NONE PC MHBFF Board of Directors Matching Gift Program 2,500
    Jerusalem Farm
    520 Garfield Ave
    Kansas City,MO64124     		NONE PC expanding the organization's home repair and community project capacity in the Northeast 75,000
    Jewish Community Relations Bureau
    5801 W 115th Street
    Ste 201
    Overland Park,KS66211     		NONE PC MHBFF Board of Directors Matching Gift Program 5,000
    Jewish Community Relations Bureau
    5801 W 115th Street
    Overland Park,KS66211     		NONE PC Bloch Family Matching Gift Program 1,250
    Jewish Family Services
    5801 W 115th Street
    Suite 103
    Overland Park,KS66211     		NONE PC MHBFF Board of Directors Matching Gift Program 2,500
    Jewish Family Services
    5801 W 115th Street
    Suite 103
    Overland Park,KS66211     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    Jewish Vocational Service
    4600 The Paseo
    Kansas City,MO64110     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    Kanbe's Markets
    4747 Troost Ave
    Kansas City,MO64110     		NONE PC COVID-19: strengthening the organization's Emergency Food System capacity 150,000
    Kansas City Public Schools Education Foundation
    2901 Troost Ave
    Kansas City,MO641091538     		NONE PC the Restorative Justice Coordinator Residency project 165,500
    Kansas City Regional COVID-19 Response and Recover
    1055 Broadway St
    Ste 130
    Kansas City,MO64105     		NONE PC COVID-19: A collaborative funding pool established to address the health and human service needs in the greater KC area created by the COVID-19 pandemic 100,000
    Kansas City Regional COVID-19 Response and Recover
    1055 Broadway St
    Ste 130
    Kansas City,MO64105     		NONE PC COVID-19: matching grant for H&R Block associate gifts to the Kansas City Regional COVID-19 Response and Recovery Fund 30,000
    Kansas City Teacher Residency
    415 Delaware St
    Suite 2W
    Kansas City,MO64105     		NONE PC curriculum development and initial start-up of the organization's special education program 50,000
    Kansas University Endowment Association
    3901 Rainbow Blvd
    Kansas City,KS66160     		NONE PC Bloch Family Matching Gift Program 2,500
    Kansas University Endowment Association
    3901 Rainbow Blvd
    Kansas City,KS66160     		NONE PC MHBFF Board of Directors Matching Gift Program 1,000
    Literacy Kansas City
    3036 Troost Ave
    Kansas City,MO641091538     		NONE PC strengthen Literacy KC's adult education expansion 250,000
    Marion and Henry Bloch Family Foundation Fund (blo
    4801 MAIN STREET
    Kansas City,MO64112     		NONE PC establishing a fund to serve as a guarantee against a line of credit from Capital Federal for Oikos Development Corporation to rehabilitate properties in the Northeast and convert them into affordable units 250,000
    Mid-America Regional Council
    600 Broadway Blvd
    Ste 200
    Kansas City,MO64105     		NONE PC COVID-19: to expand the esting and tracing capacity of MARC, the public health departments, and their community partners to effectively reach and serve disadvantaged/vulnerable populations 250,000
    Mid-America Regional Council
    600 Broadway Blvd
    Ste 200
    Kansas City,MO64105     		NONE PC COVID-19: Coordination of Regional Health, Medical and Emergency Community Preparedness Work to Respond to COVID-19 100,000
    Mid-America Regional Council
    600 Broadway Blvd
    Ste 200
    Kansas City,MO64105     		NONE PC Double Up Food Bucks Gap Funding for 2020 50,000
    MOCSA
    3100 Broadway
    Suite 3100
    Kansas City,MO64111     		NONE PC Victimes of Crime Act funding 50,000
    National Association of Basketball Coaches Foundat
    1111 Main Street
    Suite 1000
    Kansas City,MO64105     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    Saint Luke's Foundation
    901 E 104th Street
    Kansas City,MO64131     		NONE PC COVID-19: Saint Luke's Hospital COVID-19 space conversion (or SLMBNI in consultation with MHBFF) 500,000
    Saint Luke's Foundation
    901 E 104th Street
    Kansas City,MO64131     		NONE PC COVID-19: remediation, including equipment for patient care and expansion of network capacity 200,000
    Saint Luke's Marion Bloch Neuroscience Institute F
    1055 Broadway
    Suite 130
    Kansas City,MO64105     		LEGACY ORG PC ongoing develompent, growth, and excellence of the Saint Luke's Marion Bloch Neuroscience Institute 500,000
    Sherwood Autism Center
    8030 Ward Parkway Plaza
    Kansas City,MO64114     		NONE PC MHBFF Board of Directors Matching Gift Program 400
    The First Tee of Greater Kansas City
    7501 Blue River Rd
    Kansas City,MO64132     		NONE   Bloch Family Matching Gift Program 1,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO641111818     		LEGACY ORG PC the museum's efforts to further advance the Bloch Collection and Galleries through activation and audience engagement; select renovations of the Bloch Building; and strategic event sponsorships and memberships. 200,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO641111818     		NONE PC MHBFF Board of Directors Matching Gift Program 500
    Truman Medical Center Charitable Foundation
    2310 Holmes
    Suite 735
    Kansas City,MO641082602     		NONE PC COVID-19: improving telehealth capacity 250,000
    Turn the Page KC
    4049 Pennsylvania Ave
    Kansas City,MO64111     		NONE PC COVID-19: the Out-of-School Time Collaborative 100,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC expansion of the School of Computing & Engineering Math Academy 75,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC intensive support services provided for students awarded scholarships through the Henry W. Bloch Scholars Program expansion and the Marion H. Bloch Scholars Program from 2019 to 2028. 45,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC BSEB Matching Gift Program 10,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 10,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC BSEB Matching Gift Program 8,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 7,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 4,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC BSEB Matching Gift Program 3,695
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC Bloch Family Matching Gift Program 1,500
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC Dr. Raj Bala Agrawal Memorial Fund 1,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		NONE PC BSEB Matching Gift Program 666
    Union Station Kansas City Inc
    30 West Pershing Road
    Suite 400
    Kansas City,MO64108     		NONE PC the Auschwitz: Not Long Ago. Not Far Away exhibition 150,000
    United Way of Greater Kansas City
    801 W 47th Street
    Kansas City,MO641121239     		NONE PC expansion of the Family Stability Initiative 50,000
    United Way of Greater Kansas City
    801 W 47th Street
    Kansas City,MO641121239     		NONE PC MHBFF Board of Directors Matching Gift Program 6,400
    University Academy Foundation
    8080 Ward Parkway
    Suite 201
    Kansas City,MO641142035     		NONE PC expansion of the Career Acceleration Program 50,000
    Total .................................bullet 3a 14,572,570
    bApproved for future payment
    Kansas City Public Library
    14 West 10th Street
    Kansas City,MO64105     		None PC Community Grant 200,000
    University of Missouri-Kansas City Math Foundation
    5115 Oak St
    Kansas City,MO64112     		None PC Community Grant 75,000
    Literacy Kansas City
    3036 Troost Ave
    Kansas City,MO64109     		NONE PC Pledged grant 150,000
    Jerusalem Farm
    520 Garfiled Ave
    Kansas City,MO64124     		NONE PC Pledged grant 225,000
    The Children's Place
    2 E 59th St
    Kansas City,MO64113     		NONE PC Pledged grant 75,000
    Kansas City Teacher Residency
    415 Delaware
    Kansas City,MO64105     		NONE PC Pledged Grant 50,000
    Total .................................bullet 3b 775,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 1,119,314  
    4 Dividends and interest from securities....     14 5,688,911  
    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.....     18 9,591,548  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER REVENUE     		    01 176  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   16,399,949  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    16,399,949
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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
    American Public Square Inc300 E 39th Street
    Kansas City,MO64111     		NONE PC MHBFF Board of Directors Matching Gift Program 650
    Anna and Max Zalcman Torah Learning Center8800 W 103rd St
    Overland Park,KS66212     		JEWISH COMM ORG PC the Kosher Meals on Wheels program 5,000
    ARTS KC-Regional Arts Council106 Southwest Blvd
    Kansas City,MO64105     		NONE PC MHBFF Board of Directors Matching Gift Program 650
    Avodah125 Maiden Lane
    New York,NY100385041     		JEWISH COMM ORG PC continued engagement with the Avodah Justice Fello 6,000
    Boys and Girls Clubs of Greater Kansas City4001 Blue Parkway
    Kansas City,MO64130     		NONE PC MHBFF Board of Directors Matching Gift Program 200
    Children's Mercy Hospital2401 Gillham Road
    Kansas City,MO641084619     		NONE PC the expansion of KidCare Anywhere direct-to-patient telehealth 250,000
    Children's Mercy Hospital2401 Gillham Road
    Kansas City,MO64105     		NONE PC COVID-19: Purchase of an EMAG system 114,000
    Children's Mercy Hospital2401 Gillham Road
    Kansas City,MO641084619     		NONE PC MHBFF Board of Directors Matching Gift Program 5,000
    Children's Mercy Hospital2402 Gillham Road
    Kansas City,MO641084620     		NONE PC MHBFF Board of Directors Matching Gift Program . 2,000
    City Year Kansas City415 Delaware St
    Kansas City,MO64105     		NONE PC expansion to Whittier Elementary School. 100,000
    Credit & Homeownership Empowerment Services3125 Gillham Plaza
    Kansas City,MO64109     		NONE PC Project ""Build, Restore, Engage"" 200,000
    Crossroads Charter Schools1011 Central
    Kansas City,MO64105     		NONE PC renovations and equipment for Crossroads Preparato 50,000
    Elevate Metro KCPO Box 4477
    Overland Park,KS66204     		NONE PC program growth at Southeast High School 33,000
    Greater Kansas City Hispanic Development Fund1055 Broadway Blvd
    Kansas City,MO64105     		NONE PC the HDF Bilingual Family College Prep Program 75,000
    Harry S Truman Library Institute for National and5151 Troost Ave
    Kansas City,MO64110     		NONE PC expanding President Truman's Classroom for Democra 250,000
    Henry W Bloch School of Management Fund at the Gr1055 Broadway
    Kansas City,MO64105     		LEGACY ORG PC activites of the Henry W. Bloch School of Manageme 1,000,000
    High Aspirations6320 Brookside Plaza
    Kansas City,MO641131709     		NONE PC building renovations and future programming 15,000
    Hyman Brand Hebrew Academy5801 West 11th Street
    Overland Park,KS662111800     		JEWISH COMM ORG PC ongoing programs and operations 107,000
    Jewish Community Center of Greater Kansas City5801 W 115th Street
    Overland Park,KS66211     		JEWISH COMM ORG PC ongoing programs and operations 10,000
    Jewish Community Center of Greater Kansas City5801 W 115th Street
    Overland Park,KS66211     		NONE PC non-sports related aspects of the Jewish Community 50,000
    Jewish Community Relations Bureau-American Jewish5801 W 115th Street
    Overland Park,KS66211     		JEWISH COMM ORG PC ongoing programs and operations 40,000
    Jewish Family Services5801 W 115th Street
    Overland Park,KS66211     		NONE PC strengthening the organization's development and technology capacity 150,000
    Jewish Family Services5801 W 115th Street
    Overland Park,KS66211     		JEWISH COMM ORG PC ongoing programs and operations 25,000
    Jewish Federation of Greater Kansas City5801 W 115th Street
    Overland Park,KS662111800     		Jewish Comm Org PC the completion of the Kansas City Jewish Community Study 50,000
    Jewish Federation of Greater Kansas City5801 W 115th Street
    Overland Park,KS662111800     		NONE PC MHBFF Board of Directors Matching Gift Program 5,000
    Jewish Federation of Greater Kansas City5801 W 115th Street
    Overland Park,KS662111800     		NONE PC MHBFF Board of Directors Matching Gift Program 6,666
    Jewish Federation of Greater Kansas City5802 W 115th Street
    Overland Park,KS662111800     		JEWISH COMM ORG PC improve critical security measures 50,000
    Jewish Federation of Greater Kansas City5801 W 115th Street
    Overland Park,KS662111800     		JEWISH COMM ORG PC ongoing programs and operations 250,000
    Jewish Vocational Service4600 The Paseo
    Kansas City,MO64110     		JEWISH COMM ORG PC ongoing programs and operations 5,000
    Kansas City Art Institute4415 Warwick Blvd
    Kansas City,MO64111     		NONE PC the Space to Create capital campaign 100,000
    Kansas City Girls Preparatory Academy5000 East 17th Street
    Kansas City,MO64127     		NONE PC facility renovations 75,000
    Kansas City Repertory Theatre4825 Troost Ave
    Kansas City,MO64110     		NONE PC BSEB Matching Gift Program 10,000
    Kansas City Repertory Theatre4825 Troost Ave
    Kansas City,MO64110     		NONE PC MHBFF Board of Directors Matching Gift Program 600
    Kansas City Symphony1703 Wyandotte St
    Kansas City,MO64108     		NONE PC the Investment in Excellence Initiative 100,000
    Kansas University Endowment Association3901 Rainbow Blvd
    Kansas City,KS66160     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    Kauffman Center for the Performing Arts1601 Broadway
    Kansas City,MO64108     		NONE PC security infrastructure for the Kauffman Center fo 30,000
    KCPT- Public Television 19125 East 31st Street
    Kansas City,MO64108     		NONE PC MHBFF Board of Directors Matching Gift Program 5,000
    KCPT- Public Television 19125 East 31st Street
    Kansas City,MO64108     		NONE PC the Kansas City Picture This campaign 100,000
    Mid-America Regional Council600 Broadway Blvd
    Kansas City,MO64105     		NONE PC COVID-19: Expanding MARC's and its partner agenices' capacity to feed vulnerable adults 250,000
    Midwest Center for Holocaust Education5801 W 115Th St
    Overland Park,KS662111800     		JEWISH COMM ORG PC ongoing programs and operations 8,000
    Pembroke Hill School400 W 51st St
    Kansas City,MO641122316     		NONE PC MHBFF Board of Directors Matching Gift Program 600
    Police Foundation of Kansas CityPO Box 25198
    Kansas City,MO64119     		NONE PC body cameras and related technology 150,000
    reStart Inc918 E 9th Street
    Kansas City,MO64106     		NONE PC Family Shelter Expansion 15,000
    Rightfully Sewn (co Community Capital Fund org's1800 Wyandotte St
    Kansas City,MO64108     		NONE PC Bloch Family Matching Gift Program 1,250
    Saint Luke's Foundation901 E 104th Street
    Kansas City,MO64131     		NONE PC MHBFF Board of Directors Matching Gift Program 10,000
    Saint Luke's Foundation901 E 104th Street
    Kansas City,MO64131     		NONE PC MHBFF Board of Directors Matching Gift Program 4,000
    Saint Luke's Foundation901 E 104th Street
    Kansas City,MO64131     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    Saint Luke's Foundation901 E 104th Street
    Kansas City,MO64131     		NONE PC Gift to Saint Luke's Home Care & Hospice, in memor 1,000
    Saint Luke's Foundation901 E 104th Street
    Kansas City,MO64131     		LEGACY ORG PC SLMBNI Five Year Strategy (2019-2023) 1,300,000
    Saint Luke's Foundation901 E 104th Street
    Kansas City,MO64131     		LEGACY ORG PC SLMBNI Five Year Strategy (2019-2023) 1,300,000
    Sasone Committee at the Jewish Federation of Great5801 W 115th St
    Overland Park,KS662111800     		JEWISH COMM ORG PC ongoing programs and operations 10,000
    The Children's Place2 E 59th Street
    Kansas City,MO64133     		NONE PC the Power of Place capital campaign 75,000
    The Nelson Gallery Foundation4525 Oak Street
    Kansas City,MO641111818     		NONE PC MHBFF Board of Directors Matching Gift Program 9,440
    The Nelson Gallery Foundation4525 Oak Street
    Kansas City,MO641111818     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    The Nelson Gallery Foundation4525 Oak Street
    Kansas City,MO641111818     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    The Nelson Gallery Foundation4525 Oak Street
    Kansas City,MO641111818     		NONE PC MHBFF Board of Directors Matching Gift Program 1,293
    The Nelson Gallery Foundation4525 Oak Street
    Kansas City,MO641111818     		LEGACY ORG PC the museum's efforts to further advance the Bloch 600,000
    The Nelson Gallery Foundation4525 Oak Street
    Kansas City,MO641111818     		LEGACY ORG PC the museum's efforts to further advance the Bloch 419,000
    The Nelson Gallery Foundation4525 Oak Street
    Kansas City,MO641111818     		LEGACY ORG PC the museum's efforts to further advance the Bloch 369,000
    The Temple Congregation B'nai Jehudah12320 Nall Ave
    Overland Park,KS66209     		NONE PC MHBFF Board of Directors Matching Gift Program 5,580
    The Temple Congregation B'nai Jehudah12320 Nall Ave
    Overland Park,KS66209     		NONE PC MHBFF Board of Directors Matching Gift Program 730
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 3,000
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC BSEB Matching Gift Program 3,000
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 2,500
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 2,500
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 2,500
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC Bloch Family Matching Gift Program 2,500
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC Bloch Family Matching Gift Program 2,500
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC BSEB Matching Gift Program 2,000
    United Inner City Services2008 E 12th Street
    Kansas City,MO64127     		NONE PC start-up of the Metro Child and Family Development 37,500
    United Way of Greater Kansas City801 W 47th Street
    Kansas City,MO641121239     		NONE PC COVID-19: Metro Family Violence Coalition for Domestic Violence Survivor Housing 350,000
    United Way of Greater Kansas City801 W 47th Street
    Kansas City,MO641121239     		NONE PC COVID-19: Regional Eviction and Foreclosure Prevention 350,000
    Vaad Hakashruth of Kansas City9900 Antioch
    Overland Park,KS66212     		JEWISH COMM ORG PC ongoing programs and operations 4,000
    Village Shalom Inc5500 W 123rd Street
    Overland Park,KS66209     		JEWISH COMM ORG PC ongoing programs and operations 30,000
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		LEGACY ORG PC Support the August 2019 Contribution Agreement for Heritage Hall Renovations 1,250,000
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC the RooSTRONG Success Model 300,000
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC the RooSTRONG Success Model 300,000
    Boys Grow Corp9301 E 147th St
    Kansas City,MO64149     		NONE PC MHBFF Board of Directors Matching Gift Program 1,500
    Children's Mercy Hospital2401 Gillham Road
    Kansas City,MO64108     		NONE PC MHBFF Board of Directors Matching Gift Program 1,000
    Community Capital Fund3200 Wayne Ave
    Kansas City,MO64109     		NONE PC COVID-19: KC COVID-19 Small Business Relief Loan Fund 300,000
    Community Capital Fund3200 Wayne Ave
    Kansas City,MO64109     		NONE PC CIT Feasibility Study for the Northeast 40,000
    Congregation Beth Shalom14200 Lamar Ave
    Overland Park,KS66223     		NONE PC MHBFF Board of Directors Matching Gift Program 6,000
    Emmanuel Family and Child2415 Swope Parkway
    Kansas City,MO64130     		NONE PC enhancements for the new EFCDC facility 50,000
    Horizon Academy4901 Reinhardt Drive
    Ste A
    Roeland Park,KS66205     		NONE PC MHBFF Board of Directors Matching Gift Program 1,000
    Hyman Brand Hebrew Academy5801 West 115th Street
    Suite 102
    Overland Park,KS662111800     		NONE PC MHBFF Board of Directors Matching Gift Program 2,500
    Jerusalem Farm520 Garfield Ave
    Kansas City,MO64124     		NONE PC expanding the organization's home repair and community project capacity in the Northeast 75,000
    Jewish Community Relations Bureau5801 W 115th Street
    Ste 201
    Overland Park,KS66211     		NONE PC MHBFF Board of Directors Matching Gift Program 5,000
    Jewish Community Relations Bureau5801 W 115th Street
    Overland Park,KS66211     		NONE PC Bloch Family Matching Gift Program 1,250
    Jewish Family Services5801 W 115th Street
    Suite 103
    Overland Park,KS66211     		NONE PC MHBFF Board of Directors Matching Gift Program 2,500
    Jewish Family Services5801 W 115th Street
    Suite 103
    Overland Park,KS66211     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    Jewish Vocational Service4600 The Paseo
    Kansas City,MO64110     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    Kanbe's Markets4747 Troost Ave
    Kansas City,MO64110     		NONE PC COVID-19: strengthening the organization's Emergency Food System capacity 150,000
    Kansas City Public Schools Education Foundation2901 Troost Ave
    Kansas City,MO641091538     		NONE PC the Restorative Justice Coordinator Residency project 165,500
    Kansas City Regional COVID-19 Response and Recover1055 Broadway St
    Ste 130
    Kansas City,MO64105     		NONE PC COVID-19: A collaborative funding pool established to address the health and human service needs in the greater KC area created by the COVID-19 pandemic 100,000
    Kansas City Regional COVID-19 Response and Recover1055 Broadway St
    Ste 130
    Kansas City,MO64105     		NONE PC COVID-19: matching grant for H&R Block associate gifts to the Kansas City Regional COVID-19 Response and Recovery Fund 30,000
    Kansas City Teacher Residency415 Delaware St
    Suite 2W
    Kansas City,MO64105     		NONE PC curriculum development and initial start-up of the organization's special education program 50,000
    Kansas University Endowment Association3901 Rainbow Blvd
    Kansas City,KS66160     		NONE PC Bloch Family Matching Gift Program 2,500
    Kansas University Endowment Association3901 Rainbow Blvd
    Kansas City,KS66160     		NONE PC MHBFF Board of Directors Matching Gift Program 1,000
    Literacy Kansas City3036 Troost Ave
    Kansas City,MO641091538     		NONE PC strengthen Literacy KC's adult education expansion 250,000
    Marion and Henry Bloch Family Foundation Fund (blo4801 MAIN STREET
    Kansas City,MO64112     		NONE PC establishing a fund to serve as a guarantee against a line of credit from Capital Federal for Oikos Development Corporation to rehabilitate properties in the Northeast and convert them into affordable units 250,000
    Mid-America Regional Council600 Broadway Blvd
    Ste 200
    Kansas City,MO64105     		NONE PC COVID-19: to expand the esting and tracing capacity of MARC, the public health departments, and their community partners to effectively reach and serve disadvantaged/vulnerable populations 250,000
    Mid-America Regional Council600 Broadway Blvd
    Ste 200
    Kansas City,MO64105     		NONE PC COVID-19: Coordination of Regional Health, Medical and Emergency Community Preparedness Work to Respond to COVID-19 100,000
    Mid-America Regional Council600 Broadway Blvd
    Ste 200
    Kansas City,MO64105     		NONE PC Double Up Food Bucks Gap Funding for 2020 50,000
    MOCSA3100 Broadway
    Suite 3100
    Kansas City,MO64111     		NONE PC Victimes of Crime Act funding 50,000
    National Association of Basketball Coaches Foundat1111 Main Street
    Suite 1000
    Kansas City,MO64105     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    Saint Luke's Foundation901 E 104th Street
    Kansas City,MO64131     		NONE PC COVID-19: Saint Luke's Hospital COVID-19 space conversion (or SLMBNI in consultation with MHBFF) 500,000
    Saint Luke's Foundation901 E 104th Street
    Kansas City,MO64131     		NONE PC COVID-19: remediation, including equipment for patient care and expansion of network capacity 200,000
    Saint Luke's Marion Bloch Neuroscience Institute F1055 Broadway
    Suite 130
    Kansas City,MO64105     		LEGACY ORG PC ongoing develompent, growth, and excellence of the Saint Luke's Marion Bloch Neuroscience Institute 500,000
    Sherwood Autism Center8030 Ward Parkway Plaza
    Kansas City,MO64114     		NONE PC MHBFF Board of Directors Matching Gift Program 400
    The First Tee of Greater Kansas City7501 Blue River Rd
    Kansas City,MO64132     		NONE   Bloch Family Matching Gift Program 1,000
    The Nelson Gallery Foundation4525 Oak Street
    Kansas City,MO641111818     		LEGACY ORG PC the museum's efforts to further advance the Bloch Collection and Galleries through activation and audience engagement; select renovations of the Bloch Building; and strategic event sponsorships and memberships. 200,000
    The Nelson Gallery Foundation4525 Oak Street
    Kansas City,MO641111818     		NONE PC MHBFF Board of Directors Matching Gift Program 500
    Truman Medical Center Charitable Foundation2310 Holmes
    Suite 735
    Kansas City,MO641082602     		NONE PC COVID-19: improving telehealth capacity 250,000
    Turn the Page KC4049 Pennsylvania Ave
    Kansas City,MO64111     		NONE PC COVID-19: the Out-of-School Time Collaborative 100,000
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC expansion of the School of Computing & Engineering Math Academy 75,000
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC intensive support services provided for students awarded scholarships through the Henry W. Bloch Scholars Program expansion and the Marion H. Bloch Scholars Program from 2019 to 2028. 45,000
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC BSEB Matching Gift Program 10,000
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 10,000
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC BSEB Matching Gift Program 8,000
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 7,000
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 4,000
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC BSEB Matching Gift Program 3,695
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC MHBFF Board of Directors Matching Gift Program 2,000
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC Bloch Family Matching Gift Program 1,500
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC Dr. Raj Bala Agrawal Memorial Fund 1,000
    UMKC Foundation5115 Oak St
    Kansas City,MO64112     		NONE PC BSEB Matching Gift Program 666
    Union Station Kansas City Inc30 West Pershing Road
    Suite 400
    Kansas City,MO64108     		NONE PC the Auschwitz: Not Long Ago. Not Far Away exhibition 150,000
    United Way of Greater Kansas City801 W 47th Street
    Kansas City,MO641121239     		NONE PC expansion of the Family Stability Initiative 50,000
    United Way of Greater Kansas City801 W 47th Street
    Kansas City,MO641121239     		NONE PC MHBFF Board of Directors Matching Gift Program 6,400
    University Academy Foundation8080 Ward Parkway
    Suite 201
    Kansas City,MO641142035     		NONE PC expansion of the Career Acceleration Program 50,000
    Total ...............................bullet 3a 14,572,570
    bApproved for future payment
    Kansas City Public Library14 West 10th Street
    Kansas City,MO64105     		None PC Community Grant 200,000
    University of Missouri-Kansas City Math Foundation5115 Oak St
    Kansas City,MO64112     		None PC Community Grant 75,000
    Literacy Kansas City3036 Troost Ave
    Kansas City,MO64109     		NONE PC Pledged grant 150,000
    Jerusalem Farm520 Garfiled Ave
    Kansas City,MO64124     		NONE PC Pledged grant 225,000
    The Children's Place2 E 59th St
    Kansas City,MO64113     		NONE PC Pledged grant 75,000
    Kansas City Teacher Residency415 Delaware
    Kansas City,MO64105     		NONE PC Pledged Grant 50,000
    Total ................................bullet 3b 775,000
    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
    2020
    Name of the organization
    Marion and Henry Bloch Family Foundation
     
    Employer identification number

    45-4047901
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Marion and Henry Bloch Family Foundation
          		Employer identification number
    45-4047901
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    HENRY W BLOCH INTERIM TRUST
    C/O COMMERCE BANK 118 W 47TH STRE
     
    KANSAS CITY, MO64112

    		$ 113,670,931


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Henry Bloch CRUT
    C/O COMMERCE BANK 118 W 47TH STRE
     
    KANSAS CITY, MO64112

    		$ 5,417,182


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    BEECH CREEK ASSOCIATION
    4685 Millennium Drive
     
    BELCAMP, MD21017

    		$ 50,219


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Marion and Henry Bloch Family Foundation
          		Employer identification number

    45-4047901
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VARIOUS SECURITIES - SEE ATTACHED LIST $ 95,752,983 2020-03-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VARIOUS BONDS - SEE ATTACHED LIST $ 9,168,156 2020-09-30
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Marion and Henry Bloch Family Foundation
          		Employer identification number

    45-4047901
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    Marion and Henry Bloch Family Foundation
    EIN:
    45-4047901
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND AUDIT FEES 80,238 7,353   3,151

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    Marion and Henry Bloch Family Foundation
    EIN:
    45-4047901
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 LegalFeesSchedule
    Name:
    Marion and Henry Bloch Family Foundation
    EIN:
    45-4047901
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 37,671 1,884   35,787


    TY 2020 OtherAssetsSchedule
    Name:
    Marion and Henry Bloch Family Foundation
    EIN:
    45-4047901
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM FIR TREE INTL 2,424,110 0 0
    DUE FROM FIR TREE II 204,688 0 0


    TY 2020 OtherExpensesSchedule
    Name:
    Marion and Henry Bloch Family Foundation
    EIN:
    45-4047901
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INFORMATION TECHNOLOGY 18,555     18,555
    SPECIAL EVENT EXPENSES 5,799 290   5,509
    INSURANCE 10,901      
    MISCELLANEOUS 3,604     3,604
    SCHOOL BUS 30,000     30,000


    TY 2020 OtherIncomeSchedule2
    Name:
    Marion and Henry Bloch Family Foundation
    EIN:
    45-4047901
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Income (Loss) from Schedules K-1   1,877,769  
    Reimbursement from Wells Fargo 176 176  


    TY 2020 OtherIncreasesSchedule
    Name:
    Marion and Henry Bloch Family Foundation
    EIN:
    45-4047901
    Description Amount
    UNREALIZED GAINS 65,613,183


    TY 2020 OtherLiabilitiesSchedule
    Name:
    Marion and Henry Bloch Family Foundation
    EIN:
    45-4047901
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO HRB MANAGEMENT 51,358 55,379


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Marion and Henry Bloch Family Foundation
    EIN:
    45-4047901
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADV. & SERVICE FEES 2,668,534 2,668,534    
    MANAGEMENT FEES 626,675 100,268   522,386
    CONSULTING FEES 47,704     47,704


    TY 2020 TaxesSchedule
    Name:
    Marion and Henry Bloch Family Foundation
    EIN:
    45-4047901
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES AND STATE TAXES 110,541      
    FOREIGN TAXES 4,003 137,250