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
The H & R Block 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

23-7378232
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$70,777,372J 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) 250,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 21,560 96,272  
4 Dividends and interest from securities... 644,131 669,009  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,379,334
b Gross sales price for all assets on line 6a 25,322,742
7 Capital gain net income (from Part IV, line 2)... 2,395,815
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).......   105,923  
12 Total. Add lines 1 through 11........ 3,295,025 3,267,019  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 172,616 27,619   144,997
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 22,279 3,565   18,714
16a Legal fees (attach schedule)......... Click to see attachment 38,364 19,182 0 19,182
b Accounting fees (attach schedule)....... Click to see attachment 61,713 26,225 0 18,514
c Other professional fees (attach schedule).... Click to see attachment 658,482 428,384   225,483
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,995 51,456    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 3,943 197   3,746
21 Travel, conferences, and meetings....... 4,706 235   4,471
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 29,391 233,913   22,300
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 997,489 790,776 0 457,407
25 Contributions, gifts, grants paid....... 2,612,397 2,612,403
26 Total expenses and disbursements. Add lines 24 and 25 3,609,886 790,776 0 3,069,810
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -314,861
b Net investment income (if negative, enter -0-) 2,476,243
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.............      
2 Savings and temporary cash investments......... 3,437,889 3,336,735 3,336,735
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).......... 62,497,250 67,380,784 67,380,784
14 Land, buildings, and equipment: basis bullet4,474
Less: accumulated depreciation (attach schedule) bullet   0 4,474 4,474
15 Other assets (describe bullet) Click to see attachment201,821 Click to see attachment55,379 Click to see attachment55,379
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 66,136,960 70,777,372 70,777,372
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 attachment76,644 Click to see attachment81,259
23 Total liabilities (add lines 17 through 22)......... 76,644 81,259
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...........    
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........ 66,060,316 70,696,113
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)..... 66,060,316 70,696,113
30 Total liabilities and net assets/fund balances (see instructions). 66,136,960 70,777,372
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
66,060,316
2
Enter amount from Part I, line 27a .....................
2
-314,861
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,950,658
4
Add lines 1, 2, and 3 ..........................
4
70,696,113
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
70,696,113
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      
b GAINS FROM PASSTHROUGH ACTIVITIES      
c CAPITAL GAIN ON SALE OF PTP      
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 24,022,391   21,564,924 2,457,467
b 118,415     118,415
c 1,181,936   1,362,003 -180,067
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       2,457,467
b       118,415
c       -180,067
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 2,395,815
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 34,420
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 34,420
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 34,420
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 37,210
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 77,210
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 42,790
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet42,790 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? Click to see attachment....................
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 changesClick to see attachment....
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.Click to see attachment
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 addressbulletHRBLOCKFOUNDATION.ORG
    14
    The books are in care ofbulletDAVID MILES Telephone no.bullet (816) 854-4361

    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
     
     
    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, TREASURER & DIRECTOR
    3.0     		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
    THOMAS A GERKE SECRETARY & DIRECTOR
    0.5     		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
    SCOTT W ANDREASEN ASSISTANT TREASURER
    0.5     		0 0 0
    4801 MAIN STREET STE 400
    Kansas City,MO64112
    DAVID P MILES PRESIDENT
    10.0     		67,980 6,383 0
    4801 MAIN STREET STE 400
    Kansas City,MO64112
    CAREY WILKERSON-LOONEY SECRETARY
    30.0     		104,636 15,896 0
    4801 MAIN STREET STE 400
    Kansas City,MO64112
    LEO E MORTON DIRECTOR
    0.5     		0 0 0
    4801 MAIN STREET STE 400
    Kansas City,MO64112
    HEATHER R WATTS DIRECTOR
    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
    Cambridge Associates LLC Investment Consultin 98,864
    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
    28,959,333
    b
    Average of monthly cash balances.......................
    1b
    4,036,810
    c
    Fair market value of all other assets (see instructions)................
    1c
    28,172,506
    d
    Total (add lines 1a, b, and c).........................
    1d
    61,168,649
    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
    61,168,649
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    917,530
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    60,251,119
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,012,556
    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
    3,012,556
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    34,420
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    34,420
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,978,136
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,978,136
    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
    2,978,136
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,069,810
    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
    3,069,810
    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
    3,069,810
    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 2,978,136
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 242,131
    b From 2016...... 80,484
    c From 2017...... 63,962
    d From 2018...... 53,873
    e From 2019...... 72,998
    fTotal of lines 3a through e........ 513,448
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,069,810
    a Applied to 2019, but not more than line 2a 0
    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..... 2,978,136
    e Remaining amount distributed out of corpus 91,674
    5 Excess distributions carryover applied to 2020.    
    (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 5 605,122
    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 .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		242,131
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		362,991
    10 Analysis of line 9:
    a Excess from 2016.... 80,484
    b Excess from 2017.... 63,962
    c Excess from 2018.... 53,873
    d Excess from 2019.... 72,998
    e Excess from 2020.... 91,674
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    H R BLOCK FOUNDATION
    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 HRBLOCKFOUNDATION.ORG FOR GRANT APPLICATIONS AND SUBMISSION GUIDELINES.
    cAny submission deadlines:
    VISIT HRBLOCKFOUNDATION.ORG FOR CURRENT SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION PREFERS TO SUPPORT PROJECTS AND PROGRAMS THAT STRIVE FOR EXCELLENCE, IMPROVE SERVICE FOR CLIENTS AND STRENGTHEN THE ORGANIZATION. A MAJOR EMPHASIS IS PLACED ON SUPPORT OF ACTIVITIES THAT SERVE UNDERSERVED, LOW-INCOME PERSONS LIVING IN JACKSON, CLAY, AND PLATTE COUNTIES IN MISSOURI, AND WYANDOTTE AND JOHNSON COUNTIES IN KANSAS.
    Form 990-PF (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
    ARTS KC-Regional Arts Council
    106 Southwest Blvd
    Kansas City,MO64108     		NONE PC Catalyst Grants made to small and mid-sized arts organizations through the ArtsKC grantmaking program 15,000
    ARTS KC-Regional Arts Council
    106 Southwest Blvd
    Kansas City,MO64108     		NONE PC the ArtsKC Grants program 200,000
    Baruch College Fund
    One Bernard Baruch Way
    New York,NY10010     		NONE PC HRB Employee Matching Gift Program 1,000
    Billings Catholic Schools
    215 North 31st Street
    Billings,MT59101     		NONE PC HRB Employee Matching Gift Program 1,000
    Camps for Kids
    5913 Woodson Rd
    Mission,KS66202     		NONE PC scholarships to attend summer camp 6,500
    Cooperative ESL Ministries
    PO BOX 65172
    CALGARY,ALBERTAT2N 4T6
    CA     		NONE PC H & R Block Employee Cash for Champions Program 400
    Donnelly College
    608 N 18th Street
    Kansas City,KS66102     		HWB Scholars PC Funds to support Henry W. Bloch Scholars during 20 39,990
    Donnelly College
    608 N 18th Street
    Kansas City,KS66102     		HWB Scholars PC Funds to support Henry W. Bloch Scholars during 20 37,082
    Erin Andra Wilson Foundation
    121 W 48th Street
    Kansas City,MO64112     		NONE PC HRBF Board of Directors Matching Gift Program 668
    Georgia Tech Foundation
    Office of Development
    Atlanta,GA30332     		NONE PC HRB Corporate Board Matching Gift Program 5,000
    Great Plains SPCA
    5428 Antioch Drive
    Merriam,KS66202     		NONE PC HRB Employee Matching Gift Program 200
    Harvesters - The Community Food Network
    3801 Topping Avenue
    Kansas City,MO64129     		NONE PC ongoing operating support 25,000
    Henry Wollman Bloch Fountain Fund at the Greater K
    1055 Broadway
    Kansas City,MO64105     		HWB FOUNTAIN PC support for major capital improvements to the Henr 45,000
    Henry Wollman Bloch Fountain Fund at the Greater K
    1055 Broadway
    Kansas City,MO64105     		HWB FOUNTAIN PC support for major capital improvements to the Henr 25,000
    James C Ferrer Education Foundation
    200 Tuckahoe Road
    Southampton,NY11968     		NONE PC HRB Corporate Board Matching Gift Program 1,000
    Kansas City Art Institute
    4415 Warwick Blvd
    Kansas City,MO64111     		NONE PC ongoing operation of the H&R Block ArtSpace 20,000
    Kansas City Ballet
    500 West Pershing Road
    Kansas City,MO64108     		NONE PC community engagement and education programs. 15,000
    Kansas City Friends of Alvin Ailey
    1714 East 18th Street
    Kansas City,MO64108     		NONE PC ongoing operating support 12,000
    Kansas City Repertory Theatre
    4825 Troost Ave
    Kansas City,MO64110     		NONE PC HRBF Board of Directors Matching Gift Program 1,000
    Kansas City Repertory Theatre
    4825 Troost Ave
    Kansas City,MO64110     		NONE PC ongoing programs and operations of the Spencer The 15,000
    Kansas City Symphony
    1703 Wyandotte St
    Kansas City,MO64108     		NONE PC ongoing program and operating support 25,000
    Kansas City Young Audiences
    3732 Main St
    Kansas City,MO64111     		NONE PC ongoing operation of the Arts Partners 13,000
    Kansas State University Foundation
    1800 Kimball Avenue
    Manhattan,KS66502     		NONE PC HRB Employee Matching Gift Program 200
    Kansas University Endowment Association
    3901 Rainbow Blvd
    Kansas City,KS66160     		NONE PC HRB Employee Matching Gift Program 500
    Kansas University Endowment Association
    3901 Rainbow Blvd
    Kansas City,KS66160     		NONE PC HRB Employee Matching Gift Program 100
    Kansas University Endowment Association
    3901 Rainbow Blvd
    Kansas City,KS66160     		NONE PC HRB Employee Matching Gift Program 1,000
    KCPT-Public Television 19
    125 East 31st Street
    Kansas City,MO64108     		NONE PC HRBF Board of Directors Matching Gift Program 5,000
    Lead to Read
    6022 N Strathbury Ave
    Kansas City,MO64151     		NONE PC the digital reading-based volunteer program pilot 26,500
    LevelUp Kids
    5416 NE Antioch Road
    Kansas City,MO64119     		NONE PC H&R Block Employee Cash for Champions Program 100
    Lyric Opera of Kansas City
    1725 Holmes Street
    Kansas City,MO64108     		NONE PC ongoing programs and operations 15,000
    Marlborough Community Coalition
    1809 E 80th Street
    Kansas City,MO64132     		NONE PC the Marlborough Community Land Trust 40,000
    Massachusetts Institute of Technology
    600 Memorial Drive
    Cambridge,MA02139     		NONE PC HRB Employee Matching Gift Program 100
    Metropolitan Community College Foundation
    3200 Broadway
    Kansas City,MO64111     		HWB Scholars PC Funds to support activities and emergency assistance needs of Henry W. Bloch Scholars during 2019 176
    Metropolitan Community College Foundation
    3200 Broadway
    Kansas City,MO64111     		HWB Scholars PC Funds to support Henry W. Bloch Scholars during 2020 24,663
    Mid America Assistance Coalition
    1 West Armour Blvd
    Kansas City,MO64111     		NONE PC ongoing operating support 10,000
    MOCSA
    3100 Broadway
    Kansas City,MO64111     		NONE PC ongoing operating support 11,000
    Mount Carmel Redevelopment Corporation
    1130 Troup Avenue
    Kansas City,KS66104     		NONE PC the Financial and Homebuyer Education Program 25,000
    Oikos Development Corporation
    1712 Main Street
    Kansas City,MO64111     		NONE PC the startup of Oikos Development Corporation 50,000
    Pittsburg State University Foundation
    401 East Ford
    Pittsburg,KS66762     		NONE PC HRB Employee Matching Gift Program 50
    President & Fellows of Harvard College
    PO Box 419209
    Boston,MA02241     		NONE PC HRBF Board of Directors Matching Gift Program 2,500
    Safehome Inc
    PO Box 4563
    Overland Park,KS66204     		NONE PC Safehome's kitchen upgrades 23,000
    Saint Luke's Foundation
    901 E 104th Street
    Kansas City,MO64131     		NONE PC HRBF Board of Directors Matching Gift Program 2,000
    Southern Methodist University
    Po Box 750261
    Dallas,TX75275     		NONE PC HRBF Board of Directors Matching Gift Program 2,000
    The CoterIe Theatre
    2450 Grand Blvd
    Kansas City,MO64108     		NONE PC ongoing programs and operations 9,000
    The Literacy Lab
    4049 Pennsylvania
    Kansas City,MO64111     		NONE PC program expansion 25,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO64111     		NONE PC HRBF Board of Directors Matching Gift Program 1,000
    The Shepherd's Center Kansas City Central
    1111 W 39th St
    Kansas City,MO64111     		NONE PC ongoing operating support 5,000
    Thrive Health Connections
    5008 Prospect Avenue
    Kansas City,MO64130     		NONE PC hiring an additional mental health professional 28,600
    UMKC Foundation
    5115 Oak St
    Kansas City,MO64112     		HWB Scholars PC Funds to support Henry W. Bloch Scholars original program at UMKC (ONLY) during 2020 205,192
    UMKC Foundation
    5115 Oak St
    Kansas City,MO641102235     		NONE PC HRBF Board of Directors Matching Gift Program 2,000
    UMKC Foundation
    5115 Oak St
    Kansas City,MO641102235     		NONE PC HRBF Board of Directors Matching Gift Program 150
    UNCW Student Aid Association
    601 S College Rd
    Wilmington,NC28403     		NONE PC HRB Employee Matching Gift Program 1,000
    Unicorn Theatre
    3828 Main Street
    Kansas City,MO64111     		NONE PC ongoing operating support 9,000
    United Way of Greater Kansas City
    801 W 47th Street
    Kansas City,MO64113     		NONE PC COVID-19: Additional COVID-related workload 100,000
    United Way of Greater Kansas City
    801 W 47th Street
    Kansas City,MO64113     		NONE PC COVID-19: Metro Family Violence Coalition for Domestic Violence Survivor Housing 150,000
    University of Missouri-Columbia
    407 Reynolds Alumni Center
    Columbia,MO65211     		NONE PC HRB Employee Matching Gift Program 1,000
    University of Missouri-Columbia
    407 Reynolds Alumni Center
    Columbia,MO65211     		NONE PC HRB Employee Matching Gift Program 1,000
    University of Missouri-Columbia
    407 Reynolds Alumni Center
    Columbia,MO65211     		NONE PC HRB Employee Matching Gift Program 2,000
    Urban Neighborhood Initiative
    2300 Main St
    Kansas City,MO64108     		NONE PC the Vacant to Vibrant Initiative 249,000
    Vassar College
    161 College Ave
    Poughkeepsie,NY12538     		NONE PC HRB Corporate Board Matching Gift Program 2,500
    Whitefish Community Foundation
    214 Second Street West
    Whitefish,MT59937     		NONE PC HRB Corporate Board Matching Gift Program 4,300
    Young Men's Christian Association of Metropolitan
    1112 16th Street NW
    Washington,DC20036     		NONE PC HRB Corporate Board Matching Gift Program 5,000
    Youth Volunteer Corps
    1025 Jefferson Street
    Kansas City,MO64105     		NONE PC start up of the YVC Leadership Academy 25,000
    ALS Association - Midwest Chapter
    6405 Metcalf
    Suite 205
    Overland Park,KS66202     		NONE PC HRBF Board of Directors Matching Gift Program 668
    Boston College
    Office of University Advancement
    Chestnut Hill,MA02467     		NONE PC HRB Corporate Board Matching Gift Program 5,000
    Center for Practical Bioethics
    1111 Main Street
    Kansas City,MO64105     		NONE PC HRBF Board of Directors Matching Gift Program 1,000
    Center of Grace
    520 S Harrison
    Olathe,KS660616459     		NONE PC the Growing with Grace capital campaign 25,000
    City of Kansas City Missouri
    414 E 12th Street
    Kansas City,MO641062768     		NONE GOV the city of Kansas City Missouri's Market Valuation Analysis report update 10,000
    Colorado Springs Christian Schools
    4855 Mallow Rd
    Colorado Spgs,CO809074422     		NONE PC HRB Employee Matching Gift Program 1,000
    Community Capital Fund
    3200 Wayne Ave
    Kansas City,MO641092062     		NONE PC the Neighborhoods Rising Fund 10,000
    COMPASS Youth Collaborative
    55 Airport Road
    Hartford,CT06114     		NONE PC HRB Corporate Board Matching Gift Program 5,000
    Comprehensive Mental Health Services
    PO Box 260
    Independence,MO640510260     		NONE PC COVID-19: increased capacity to serve vulnerable, low-income populations 25,000
    Curators of the University of Missouri Special Tru
    118 University Hall
    Columbia,MO652113020     		NONE PC H&R Block Employee Cash for Champions Program 100
    Curators of the University of Missouri Special Tru
    118 University Hall
    Columbia,MO652113020     		NONE PC HRB Employee Matching Gift Program 1,000
    Dignity Health Foundation
    185 Berry St
    San Francisco,CA94107     		NONE SO I HRB Corporate Board Matching Gift Program 5,000
    Fork Union Military Academy
    4744 James Madison Hwy
    Fork Union,VA22963     		NONE PC HRB Employee Matching Gift Program 1,000
    Fork Union Military Academy
    4744 James Madison Hwy
    Fork Union,VA22963     		NONE PC HRB Employee Matching Gift Program 1,000
    Friends of Johnson County Mental Health
    6000 Lamar
    Mission,KS662023234     		NONE PC COVID-19: increased capacity to serve vulnerable, low-income populations 25,000
    Guadalupe Center Inc
    1015 Avenida Cesar E Chavez
    Kansas City,MO641082235     		NONE PC Hotshot acquisition 50,000
    H&R Block Associate Disaster Relief Fund (hrbl05)
    4801 MAIN STREET Ste 400
    Kansas City,MO64112     		NONE PC COVID-19: Seed funding for the HRB Associate Disaster Relief Fund 100,000
    Hackley School
    293 Benedict Ave
    Tarrytown,NY105914327     		NONE PC HRB Corporate Board Matching Gift Program 2,500
    Henrico Education Foundation Incorporated
    PO Box 31413
    Henrico,VA232941413     		NONE PC 2020 Associate Volunteer Award (Make Every Block Better) - Bruce Pinsky 2,500
    Jackson County Historical Society
    PO Box 4241
    Independence,MO640514241     		NONE PC KC History Now 15,000
    Johns Hopkins University
    3910 Keswick Road
    Baltimore,MD21211     		NONE PC HRBF Board of Directors Matching Gift Program 1,000
    Kansas City Pre-K Cooperative Fund at the GKCCF
    1055 Broadway
    Kansas City,MO64105     		NONE PC the Kansas City Pre-K Cooperative Fund at the GKCCF 100,000
    Kansas City Regional COVID-19 Response and Recover
    1055 Broadway
    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
    Kansas City,MO64105     		NONE PC COVID-19: matching grant for H&R Block assocaite gifts to the KC Regional COVID-19 Response and Recovery Fund 30,000
    Kansas University Endowment Association
    PO Box 928
    Lawrence,KS660440923     		NONE PC HRBF Board of Directors Matching Gift Program 500
    Leukemia and Lymphoma Society - Mid America Chapte
    6811 Shawnee Mission Pkwy
    Shawnee Mission,KS66202     		NONE PC H&R Block Employee Cash for Champions Program 400
    Leukemia Society of America Inc
    3 International Drive
    Rye Brook,NY105737500     		NONE PC HRBF Board of Directors Matching Gift Program 2,000
    Linda Hall Library of Science Engineering & Techn
    5109 Cherry Street
    Kansas City,MO64110     		NONE PC HRBF Board of Directors Matching Gift Program 700
    Little Red School House Inc
    40 Charlton Street
    New York,NY10014     		NONE PC HRB Corporate Board Matching Gift Program 1,500
    Love Fund for Children Inc
    3030 Summit Street
    Kansas City,MO641083312     		NONE PC 2020 Associate Volunteer Award (Make Every Block Better) - Sue Jayaratne 7,500
    Metropolitan Community College Foundation
    3200 Broadway
    Kansas City,MO64111     		HWB Scholars PC Funds to support Henry W. Bloch Scholars during 2020 18,377
    MOCSA
    3100 Broadway
    Kansas City,MO64111     		NONE PC Victims of Crime Act funding 50,000
    National Assocation of Basketball Coaches Foundati
    1111 Main Street
    Kansas City,MO64105     		NONE PC HRBF Board of Directors Matching Gift Program 1,000
    National Shrine of Mary Mother of the Church
    176 Marian Drive
    Laurie,MO65037     		NONE PC HRBF Board of Directors Matching Gift Program 234
    Nebraska Humane Society
    8929 Fort Street
    Omaha,NE681342842     		NONE PC HRB Corporate Board Matching Gift Program 5,000
    Nebraska Humane Society
    8929 Fort Street
    Omaha,NE681342842     		NONE PC HRB Corporate Board Matching Gift Program 5,000
    North St Louis County Habitat for Humanity
    PO Box 24
    Virginia,MN55792     		NONE PC 2020 Associate Volunteer Award (Make Every Block Better) - Doug Gettle 2,500
    Notre Dame de Sion
    10631 Wornall Road
    Kansas City,MO64114     		NONE PC HRB Employee Matching Gift Program 1,000
    Our Lady of Guadalupe
    1124 Beech Street
    Baytown,TX77520     		NONE PC 2020 Associate Volunteer Award (Make Every Block Better) - Gloria Guevara 7,500
    Pembroke Hill School
    400 W 51st St
    Kansas City,MO641122316     		NONE PC HRBF Board of Directors Matching Gift Program 3,000
    Pembroke Hill School
    400 W 51st St
    Kansas City,MO641122316     		NONE PC HRBF Board of Directors Matching Gift Program 1,000
    ReDiscover
    901 NE Independence Ave
    Lees Summit,MO640865544     		NONE PC COVID-19: increased capacity to serve vulnerable, low-income populations 25,000
    Rhode Island Dream Center
    330 Park Ave
    Cranston,RI029051228     		NONE PC 2020 Associate Volunteer Award (Make Every Block Better) - Lauren Garcia 7,500
    Rose Brooks Center
    PO Box 320599
    Kansas City,MO641320599     		NONE PC HRBF Board of Directors Matching Gift Program 5,750
    Saint Luke's Foundation
    901 E 104th Street
    Kansas City,MO64131     		NONE PC HRBF Board of Directors Matching Gift Program 1,650
    Saint Luke's Foundation
    901 E 104th Street
    Kansas City,MO64131     		NONE PC HRBF Board of Directors Matching Gift Program 1,650
    SchoolSmartKC
    3105 Gillham Road
    Kansas City,MO64109     		NONE PC KC Schools Technology and Connectivity Access Fund 5,000
    Southern Methodist University
    Po Box 750261
    Dallas,TX752750261     		NONE PC HRBF Board of Directors Matching Gift Program 2,000
    Teachers Like Me
    3001 Cleveland Ave
    Kansas City,MO641281702     		NONE PC Start-up costs for Teachers Like Me 10,000
    The Battle Within Inc
    PO Box 2878
    Olathe,KS660630878     		NONE PC construction of the Leap of Faith challenge course 10,000
    The CALL
    PO Box 25524
    Little Rock,AR722215524     		NONE PC 2020 Associate Volunteer Award (Make Every Block Better) - Wayna Sue Burgess 2,500
    Tri-County Community Mental Health Services
    3100 NE 83rd Street
    Kansas City,MO641194400     		NONE PC COVID-19: increased capacity to serve vulnerable, low-income populations 25,000
    Truman Medical Center Charitable Foundation
    2310 Holmes
    Kansas City,MO641082602     		NONE PC COVID-19: Restricted to Truman Behavioral Health to increase capacity to serve vulnerable, low-income populations 25,000
    UMKC Foundation
    5115 Oak Street
    Kansas City,MO64112     		HWB Scholars PC intensive support services provided for students awarded scholarships through the Henry W. Bloch Scholars Program from 2019 to 2028 13,000
    Unified School District #500 Kansas City Kansas P
    2010 North 59th Street
    Kansas City,KS66104     		NONE PC HRB Employee Matching Gift Program 545
    Union Station Kansas City Inc
    30 West Pershing Road
    Kansas City,MO64108     		NONE PC COVID-19: production and distribution of Personal Protective Equipment made by the Maker Studio at Science City 40,000
    United Inner City Services
    2008 E 12th Street
    Kansas City,MO64127     		NONE PC H&R Block Employee Cash for Champions Program 400
    United Way of Greater Kansas City
    801 W 47th Street
    Kansas City,MO64113     		NONE PC COVID-19: Regional Eviction and Foreclosure Prevention 150,000
    United Way of Greater Kansas City
    801 W 47th Street
    Kansas City,MO64113     		NONE PC HRBF Board of Directors Matching Gift Program 3,532
    United Way of Greater Kansas City
    801 W 47th Street
    Kansas City,MO64113     		NONE PC ongoing operation of the 2-1-1- referral and informaiton line 10,000
    Univeristy of Nebraska Foundation
    PO Box 82555
    Lincoln,NE685012555     		NONE PC HRBF Board of Directors Matching Gift Program 2,000
    University of California Santa Barbara
    Business Financial Services
    3201 Student Affairs and Administra
    Santa Barbara,CA931062040     		NONE PC HRB Employee Matching Gift Program 500
    University of Central Missouri Alumni Foundation
    Smiser Alumni Center
    PO Box 800
    Warrensburg,MO64093     		NONE PC HRB Employee Matching Gift Program 100
    University of Notre Dame
    1100 Grace Hall
    Notre Dame,IN465565612     		NONE PC HRB Employee Matching Gift Program 120
    University of Virgnia Law School Foundation
    580 Massie Road
    Charlottesvlle,VA22903     		NONE PC HRB Employee Matching Gift Program 200
    University of Wisconsin Eau Claire Foundation
    214 Schofield Hall
    105 Garfield Ave PO Box 4004
    Eau Claire,WI547024004     		NONE PC HRB Corporate Board Matching Gift Program 5,000
    University of Wisconsin Eau Claire Foundation
    214 Schofield Hall
    105 Garfield Ave PO Box 4004
    Eau Claire,WI547024004     		NONE PC HRB Corporate Board Matching Gift Program 5,000
    Urban Neighborhood Initiative
    2300 Main Street
    Kansas City,MO64108     		NONE PC UNI's fund development specialit 17,500
    Villanova University
    Development Office
    800 Lancaster Ave
    Villanova,PA190851673     		NONE PC HRB Employee Matching Gift Program 1,000
    Visiting Nurse Association
    1500 Meadow Lake Pkwy
    Kansas City,MO641141600     		NONE PC re-establishing the hospice care program 25,000
    Wyandot Behavioral Health Network Inc
    757 Armstrong Ave
    Kansas City,KS661012701     		NONE PC COVID-19: increased capacity to serve vulnerable, low-income populations 25,000
    Total .................................bullet 3a 2,612,397
    bApproved for future payment
    HENRY WOLLMAN BLOCH FOUNTAIN (2020)
    1055 BROADWAY
    KANSAS CITY,MO64105     		HWB FOUNTAIN PC PLEDGED GRANT 255,000
    Community Capital Fund
    3200 Wayne Ave
    Kansas City,MO64109     		NONE PC PLEDGED GRANT 20,000
    HRB Associate Disaster Fund
    4801 MAIN STREET STE 400
    KANSAS CITY,MO64112     		NONE PC PLEDGED GRANT 200,000
    Total .................................bullet 3b 475,000
    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 21,560  
    4 Dividends and interest from securities....     14 644,131  
    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 2,379,334  
    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: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   3,045,025  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,045,025
    (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
    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
    The H & R Block Foundation
     
    Employer identification number

    23-7378232
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    The H & R Block Foundation
          		Employer identification number
    23-7378232
    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
    HR BLOCK INC
    1 H and R Block Way
     
    KANSAS CITY, MO64105

    		$ 250,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    The H & R Block Foundation
          		Employer identification number

    23-7378232
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    The H & R Block Foundation
          		Employer identification number

    23-7378232
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    The H & R Block Foundation
    EIN:
    23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND AUDIT FEES 61,713 26,225   18,514

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

    TY 2020 DepreciationSchedule
    Name:
    The H & R Block Foundation
    EIN:
    23-7378232
    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:
    The H & R Block Foundation
    EIN:
    23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 38,364 19,182   19,182


    TY 2020 OtherAssetsSchedule
    Name:
    The H & R Block Foundation
    EIN:
    23-7378232
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM M&H BLOCH FAM FDN 51,358 55,379 55,379
    DUE FROM BROKER 150,463 0 0


    TY 2020 OtherExpensesSchedule
    Name:
    The H & R Block Foundation
    EIN:
    23-7378232
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INFORMATION TECHNOLOGY 16,287     16,287
    SPECIAL EVENT EXPENSES 2,654 133   2,521
    INSURANCE-GENERAL 6,958      
    MISCELLANEOUS 3,492     3,492
    OTHER DEDUCTIONS FROM PASSTHRO   233,780    


    TY 2020 OtherIncomeSchedule2
    Name:
    The H & R Block Foundation
    EIN:
    23-7378232
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Income (Loss) from Schedules K-1   105,923  


    TY 2020 OtherIncreasesSchedule
    Name:
    The H & R Block Foundation
    EIN:
    23-7378232
    Description Amount
    UNREALIZED GAINS 4,950,658


    TY 2020 OtherLiabilitiesSchedule
    Name:
    The H & R Block Foundation
    EIN:
    23-7378232
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO HRB MANAGEMENT 76,644 81,259


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The H & R Block Foundation
    EIN:
    23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADV. & SERVICE FEES 387,082 387,082    
    MANAGEMENT FEES 252,109 40,337   207,157
    CONSULTING FEES 19,291 965   18,326


    TY 2020 TaxesSchedule
    Name:
    The H & R Block Foundation
    EIN:
    23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES FROM PASSTHROUGH   51,456    
    STATE TAXES 5,995