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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$681,063,537J 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) 23,146,161
2 Check bullet.............
3 Interest on savings and temporary cash investments 61,651 751,660  
4 Dividends and interest from securities... 5,910,358 9,465,366  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 74,247,509
b Gross sales price for all assets on line 6a 248,206,756
7 Capital gain net income (from Part IV, line 2)... 73,677,123
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 8,176 -107,707  
12 Total. Add lines 1 through 11........ 103,373,855 83,786,442  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 273,251 43,720   229,531
14 Other employee salaries and wages...... 507,456 74,808   426,239
15 Pension plans, employee benefits....... 84,953 13,592   71,361
16a Legal fees (attach schedule)......... Click to see attachment 12,384 619 0 11,765
b Accounting fees (attach schedule)....... Click to see attachment 86,190 43,603 0 18,687
c Other professional fees (attach schedule).... Click to see attachment 5,071,937 4,477,946   90,849
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 835,366 557,630   37,824
19 Depreciation (attach schedule) and depletion... Click to see attachment 15,026    
20 Occupancy.............. 76,302 3,817   72,487
21 Travel, conferences, and meetings....... 9,121 456   8,664
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 79,355 1,585   75,369
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,051,341 5,217,776 0 1,042,776
25 Contributions, gifts, grants paid....... 20,105,584 20,105,812
26 Total expenses and disbursements. Add lines 24 and 25 27,156,925 5,217,776 0 21,148,588
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 76,216,930
b Net investment income (if negative, enter -0-) 78,568,666
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 249,868 1,290,129 1,290,129
2 Savings and temporary cash investments......... 22,385,944 32,549,435 32,549,435
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).......... 581,841,483 646,838,216 646,838,216
14 Land, buildings, and equipment: basis bullet348,626
Less: accumulated depreciation (attach schedule) bullet   40,242 348,626 348,626
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment37,131 Click to see attachment37,131
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 604,517,537 681,063,537 681,063,537
Liabilities 17 Accounts payable and accrued expenses.......... 0 2,400
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 attachment55,379 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 55,379 2,400
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........... 604,462,158 681,061,137
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)..... 604,462,158 681,061,137
30 Total liabilities and net assets/fund balances (see instructions). 604,517,537 681,063,537
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
604,462,158
2
Enter amount from Part I, line 27a .....................
2
76,216,930
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
382,049
4
Add lines 1, 2, and 3 ..........................
4
681,061,137
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
681,061,137
Form 990-PF (2021)
Form 990-PF (2021)
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 (35011) P    
b PUBLICLY TRADED SECURITIES (35029 ST) P    
c PUBLICLY TRADED SECURITIES (35029 LT) P    
d PUBLICLY TRADED SECURITIES (35029 CG) P    
e PUBLICLY TRADED SECURITIES - WELLINGTON P    
PUBLICLY TRADED SECURITIES - PARAMETRIC P    
GAIN FROM PASSTHROUGH ACTIVITIES P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 670,045   608,717 61,328
b 58,195,877   57,473,594 722,283
c 164,874,793   113,051,720 51,823,073
d 570,461     570,461
e 5,050,719   3,395,602 1,655,117
251,731     251,731
18,593,130     18,593,130
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       61,328
b       722,283
c       51,823,073
d       570,461
e       1,655,117
      251,731
      18,593,130
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 73,677,123
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 1,092,104
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 1,092,104
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 343,594
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,100,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,443,594
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 17,639
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 10 333,851
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet333,851 RefundedBullet 11  
Part VI-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 list of attachments....................
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 list of attachments....
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 list of attachments
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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
    Yes
     
    If "Yes," list the years bullet2020, 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
    Yes
     
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    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     		273,251 15,600 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
    J P CHAURAND 0
    0     		171,154 6,419 0
    4801 MAIN STREET STE 400
    KANSAS CITY,MO64112
    KRIS WILCOXSON 0
    0     		110,618 8,704 0
    4801 MAIN STREET STE 400
    KANSAS CITY,MO64112
    R CARLTON 0
    0     		61,673 4,847 0
    4801 MAIN STREET STE 400
    KANSAS CITY,MO64112
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 64,354
    1201 Walnut Street Suite 1700
    KANSAS CITY,MO641062246
    CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISOR 622,582
    PO Box 412015
    BOSTON,MA022412015
    Plaza Colonnade Rent & Construction 270,911
    PO BOX 219741
    KANSAS CITY,MO64121
    BNIM DESIGN/CONSULTING 52,325
    2460 PERSHING STE 100
    KANSAS CITY,MO64121
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    224,354,882
    b
    Average of monthly cash balances.......................
    1b
    33,748,810
    c
    Fair market value of all other assets (see instructions)................
    1c
    351,641,652
    d
    Total (add lines 1a, b, and c).........................
    1d
    609,745,344
    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
    609,745,344
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    9,146,180
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    600,599,164
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    30,029,958
    Part X
    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 IX, line 6..................
    1
    30,029,958
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,092,104
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    109,136
    c
    Add lines 2a and 2b............................
    2c
    1,201,240
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    28,828,718
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    28,828,718
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    28,828,718
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 28,828,718
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 22,849,696
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 21,385,324
    a Applied to 2020, but not more than line 2a 21,385,324
    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 2021 distributable amount.....  
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 .............     		1,464,372
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		28,828,718
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ALS Association - Midwest Chapter
    6405 Metcalf Ave Ste 205
    Mission,KS662023931     		NONE PC Matching Gift 250
    ALS Association - Midwest Chapter
    6405 Metcalf Ave Ste 205
    Mission,KS662023931     		NONE PC Matching Gift 250
    ALS Association - Midwest Chapter
    6405 Metcalf Ave Ste 205
    Mission,KS662023931     		NONE PC Matching gift 1,000
    ANNA AND MAX ZALCMAN TORAH LEARNING
    8800 W 103rd Street
    Overland Park,KS662124283     		NONE PC Ongoing programs and operations 5,000
    ANNA AND MAX ZALCMAN TORAH LEARNING
    8800 W 103rd Street
    Overland Park,KS662124283     		NONE PC Building/kitchen expansion for Kosher Meals on Whe 50,000
    Arts Engagement Foundation of Kansas City
    20 E Gregory Blvd
    Kansas City,MO64114     		NONE PC Matching gift direct-to-patient telehealth 50
    ARTS KC-REGIONAL ARTS COUNCIL
    106 SOUTHWEST BOULEVARD
    KANSAS CITY,MO641081924     		NONE PC Arts Access Ticket Program feasibility study 50,000
    AVODAH
    125 Maiden Lane 8B
    New York,NY100385041     		NONE PC Millennial engagement for Avodah KC 6,000
    Bishop Miege High School
    5041 Reinhardt Drive
    Shawnee Mission,KS66205     		NONE PC Matching gift 500
    Bloch Art Fund
    Greater Kansas City Community Found
    Kansas City,MO64105     		NONE PC Establish fund 1,600,000
    Catholic Charities of Northeast Kansas
    9720 W 87th St
    Overland Park,KS66212     		NONE PC Refugee Resettlement 50,000
    Children's Mercy Hospital
    2401 Gillham Rd
    Kansas City,MO641084619     		NONE PC Matching gift 5,000
    Children's Mercy Hospital
    2401 Gillham Rd
    Kansas City,MO641084619     		NONE PC Matching gift 3,500
    Children's Mercy Hospital
    2401 Gillham Rd
    Kansas City,MO641084619     		NONE PC Matching gift 5,000
    CITY YEAR KANSAS CITY
    415 Delaware St 3rd Floor
    Kansas City,MO64105     		NONE PC AmeriCorps Professional Development Program 100,000
    Community Capital Fund
    3200 Wayne Avenue
    Kansas City,MO64109     		NONE PC matching grant 1,500
    Community Capital Fund
    3200 Wayne Avenue
    Kansas City,MO64109     		NONE PC Capacity Building and New Product Development 475,000
    Community Capital Fund
    3200 Wayne Avenue
    Kansas City,MO64109     		NONE PC To Rightfully Sewn 500
    Community LINC
    4014 Troost Ave
    Kansas City,MO64110     		NONE PC Matching Gift 3,000
    Community LINC
    4014 Troost Ave
    Kansas City,MO64110     		NONE PC Matching Gift 1,650
    Community LINC
    4014 Troost Ave
    Kansas City,MO64110     		NONE PC Matching gift 3,000
    Credit & Homeownership Empowerment Serv
    3125 Gillham Plaza
    Kansas City,MO64109     		NONE PC Financial and Asset Building Expansion (first of t technology capacity 275,000
    CROSSROADS CHARTER SCHOOLS
    1011 Central
    Kansas City,MO64105     		NONE PC Renovations/equipment for Crossroads Preparatory A 50,000
    Della Lamb Community Services
    500 Woodland Avenue
    Kansas City,MO641069908     		NONE PC Refugee Resettlement Community Study 25,000
    DONNELLY COLLEGE
    608 N 18TH STREET
    KANSAS CITY,KS66102     		NONE PC New academic building 250,000
    DONNELLY COLLEGE
    608 N 18TH STREET
    KANSAS CITY,KS66102     		NONE PC New Academic Building (final pmt) 250,000
    Edgar Snow Memorial Fund
    Miller Nichols Library 800 East 51s
    Kansas City,MO64110     		NONE PC Matching Gift 1,000
    Elevate Metro KC
    PO Box 4477
    Overland Park,KS66204     		NONE PC Programs at Southeast High School (final pmt) 33,000
    Emmanuel Family & Child Dev Center
    2416 Swope Parkway
    Kansas City,MO64130     		NONE PC EFCDC facility (final of 2 pmts) 50,000
    GKCCF
    1055 Broadway Blvd Ste 130
    Kansas City,MO64105     		NONE PC Matching grant 10,000
    GKCCF
    1055 Broadway Blvd Ste 130
    Kansas City,MO64105     		NONE PC Matching Gift 3,350
    Greater Kansas City Community Foundation
    1055 Broadway Blvd Suite 130
    Kansas City,MO64105     		NONE PC Matching gift 11,700
    Greater Kansas City Community Foundation
    1055 Broadway Blvd Suite 130
    Kansas City,MO64105     		NONE PC Matching gift 15,000
    Greater Kansas City Hispanic Development
    1055 Broadway Blvd Ste 130
    Kansas City,MO64105     		NONE PC HDF Bilingual Family College Prep 50,000
    Greater Kansas City Hispanic Development
    1055 Broadway Blvd Ste 130
    Kansas City,MO64105     		NONE PC Family College Prep Program 400,000
    Henry W Bloch School of Management Fund
    Greater Kansas City Community Found
    Kansas City,MO64105     		NONE PC Support for activities at Bloch School in 2022 4,000,000
    HIGH ASPIRATIONS
    6320 Brookside Plaza Suite 263
    Kansas City,MO641131709     		NONE PC Building renovations 10,000
    HYMAN BRAND HEBREW ACADEMY
    5801 West 115th Street Ste 102
    Overland Park,KS662111800     		NONE PC Ongoing programs and operations 107,000
    International Relations Council
    107 W 9th Street Second Floor
    Kansas City,MO641051705     		NONE PC Matching Gift 2,000
    Jackson County CASA
    2544 Holmes Street
    Kansas City,MO64108     		NONE PC Space to Thrive Campaign 150,000
    JCRB-American Jewish Committee
    5801 W 115th Ste 203
    Overland Park,KS66211     		NONE PC Matching Gift 1,500
    JCRB-American Jewish Committee
    5801 W 115th Ste 203
    Overland Park,KS66211     		NONE PC Ongoing programs and operations 40,000
    Jerusalem Farm
    520 Garfield Ave
    Kansas City,MO64124     		NONE PC Expansion of community projects in NE 100,000
    JEWISH COMMUNITY CENTER OF GREATER
    5801 W 115th Street
    Overland Park,KS662111800     		NONE PC Ongoing programs and operations 10,000
    JEWISH FAMILY SERVICES
    5801 W 115th Street Ste 103
    Overland Park,KS662111800     		NONE PC Ongoing programs and operations 25,000
    JEWISH FAMILY SERVICES
    5801 W 115th Street Ste 103
    Overland Park,KS662111800     		NONE PC Strategic capacity and growth initiatives 340,000
    Jewish Federation of Greater KC
    5801 W 115th Street Ste 201
    Overland Park,KS662111800     		NONE PC Matching gift 1,000
    Jewish Federation of Greater KC
    5801 W 115th Street Ste 201
    Overland Park,KS662111800     		NONE PC matching gift 6,666
    Jewish Federation of Greater KC
    5801 W 115th Street Ste 201
    Overland Park,KS662111800     		NONE PC Improving security at Jewish Community Campus 50,000
    Jewish Federation of Greater KC
    5801 W 115th Street Ste 201
    Overland Park,KS662111800     		NONE PC Ongoing programs and operations 250,000
    JEWISH VOCATIONAL SERVICE
    4600 Paseo Blvd
    Kansas City,MO641101826     		NONE PC Ongoing programs and operations 5,000
    JEWISH VOCATIONAL SERVICE
    4600 Paseo Blvd
    Kansas City,MO641101826     		NONE PC Refugee Resettlement 125,000
    Kanbe's Market
    4747 Troost Ave
    Kansas City,MO64110     		NONE PC COVID-19: Feed the homeless 200,000
    KANSAS CITY GIRLS PREPARATORY ACADEMY
    5000 E 17th Street
    Kansas City,MO64127     		NONE PC KC Girls Lead 250,000
    KANSAS CITY PUBLIC LIBRARY
    14 W 10TH STREET
    KANSAS CITY,MO641051702     		NONE PC Renovation of the North-East Branch 100,000
    KANSAS CITY PUBLIC LIBRARY
    14 W 10TH STREET
    KANSAS CITY,MO641051702     		NONE PC Renovation of the NE Branch (final pmt) 100,000
    KANSAS CITY PUBLIC LIBRARY
    14 W 10TH STREET
    KANSAS CITY,MO641051702     		NONE PC Digital Inclusion for Low-Income Households 220,000
    KANSAS CITY PUBLIC SCHOOLS
    Education Foundation 2901 Troost Av
    Kansas City,MO641091538     		NONE PC Hiring an additional Assistant Superintendent 184,000
    Kansas City Regional COVID-19 Fund
    Greater Kansas City Community Found
    Kansas City,MO64105     		NONE PC COVID-19: areas of need 350,000
    Kansas City Symphony
    1703 Wyandotte St Ste 200
    Kansas City,MO64108     		NONE PC Invest in Excell Initiative (4 of 5 pmts) 100,000
    Kansas City Teacher Residency
    415 Delaware St Ste 2W
    Kansas City,MO64105     		NONE PC Curriculum dev & initial start-up - spec ed progr 50,000
    Kansas City Young Audiences
    3732 Main Street
    Kansas City,MO64111     		NONE PC In Memory of Estelle Sosland 1,000
    KAUFFMAN CENTER FOR THE PERFORMING
    1601 Broadway
    Kansas City,MO64108     		NONE PC Security infrastructure 20,000
    KC University of Medicine and Biosciences
    1750 Independence Ave
    Kansas City,MO64106     		NONE PC startup & 1st yr costs for COVID-19 vacc coord 150,000
    KCPT-PUBLIC TELEVISION 19
    125 E 31st Street
    Kansas City,MO64108     		NONE PC KC Picture This campaign 50,000
    KCUR 893
    4825 Troost Ave Ste 202
    Kansas City,MO64110     		NONE PC Matching gift 2,325
    KVC Health Systems
    21350 W 153rd Street
    Olathe,KS66061     		NONE PC KVC Head to Toe Campaign 150,000
    LevelUp Kids
    5416 NE Antioch Road
    Kansas City,MO641192507     		NONE PC Matching gift 500
    LIBERTY MEMORIAL ASSOCIATION
    NATIONAL WORLD WAR I MUSEUM MEMOR
    KANSAS CITY,MO641084603     		NONE PC Digitizing its collection (1 of 2 payments) 125,000
    Linda Hall Library of Science Engineering Tech
    5109 Cherry St
    Kansas City,MO641102425     		NONE PC Matching gift 700
    LITERACY KANSAS CITY
    3036 Troost Avenue
    Kansas City,MO641091539     		NONE PC Adult education expansion Domestic Violence Survivor Housing 150,000
    Lyric Opera of Kansas City Inc
    1725 Holmes Street
    Kansas City,MO64108     		NONE PC Matching gift 2,500
    MARC Comm Serv Corp
    600 Broadway Blvd Ste 200
    Kansas City,MO641051659     		NONE PC Double Up Food Bucks (1 of 3 payments) 50,000
    MARC Comm Serv Corp
    600 Broadway Blvd Ste 200
    Kansas City,MO641051659     		NONE PC Regional Housing Partnership 560,000
    Marion & Henry Bloch Family Fdn Fund
    Greater Kansas City Community Found
    Kansas City,MO64105     		NONE PC Securing leveraged line of credit for Heritage Hall Renovations 250,000
    Marlborough Community Land Trust
    1809 E 80th St
    Kansas City,MO641323545     		NONE PC Operations and Staff Capacity Expansion 150,000
    MATTIE RHODES COUNSELING & ARTS CENTER
    1740 JEFFERSON ST
    KANSAS CITY,MO64108     		NONE PC Construction of Cultural Center (final pmt) 50,000
    METROPOLITAN COMMUNITY COLLEGE FDN
    3200 BROADWAY
    KANSAS CITY,MO64111     		NONE PC The Path Forward Campaign 150,000
    MIDWEST CENTER FOR HOLOCAUST
    5801 W 115th Street Ste 106
    Overland Park,KS662111800     		NONE PC Ongoing programs and operations 8,000
    Miracle Of Innocence Inc
    13725 Metcalf Ste 285
    Overland Park,KS66223     		NONE PC Matching gift 2,000
    Miracle Of Innocence Inc
    13725 Metcalf Ste 285
    Overland Park,KS66223     		NONE PC Matching gift 2,000
    MOCSA
    3100 Broadway Ste 400
    Kansas City,MO64111     		NONE PC Matching gift 2,500
    New Reform Temple
    7100 Main
    Kansas City,MO64114     		NONE PC temple renovations (matching grant) 1,000
    New Reform Temple
    7100 Main
    Ste A
    Kansas City,MO64114     		NONE PC Matching gift 4,000
    New Reform Temple
    7100 Main
    Suite 102
    Kansas City,MO64114     		NONE PC Matching gift 6,000
    Oikos Development Corporation
    1712 Main Street Suite 206
    Kansas City,MO64111     		NONE PC Ongoing operations (first of two payments) community project capacity in the Northeast 150,000
    OPERATION BREAKTHROUGH
    3039 TROOST AVE
    Ste 201
    KANSAS CITY,MO641091540     		NONE PC In memory of Virginia G. Stowers 1,000
    Pembroke Hill School
    400 W 51st Street
    Kansas City,MO641122316     		NONE PC Quilt honoring Don & Adele Hall 3,300
    Pembroke Hill School
    400 W 51st Street
    Suite 103
    Kansas City,MO641122316     		NONE PC Matching gift 2,500
    Plaza Academy
    3930 Broadway Boulevard
    Suite 103
    Kansas City,MO64111     		NONE PC Matching gift 3,000
    Prairie Excellence in Education Fund Inc
    6642 Mission Rd
    Prairie Village,KS662081701     		NONE PC Matching gift 300
    Reconciliation Services
    3101 Troost Avenue
    Kansas City,MO64109     		NONE PC The Reveal Strength Campaign (1 of 2 payments) Emergency Food System capacity 75,000
    reStart Inc
    918 E 9th Street
    Kansas City,MO641063072     		NONE PC Family shelter expansion project 35,000
    reStart Inc
    918 E 9th Street
    Ste 130
    Kansas City,MO641063072     		NONE PC Family Shelter Program established to address the health and human service needs in the greater KC area created by the COVID-19 pandemic 150,000
    RIGHTFULLY SEWN
    1800 Wyandotte St Suite 204
    Ste 130
    Kansas City,MO64108     		NONE PC Matching gift - Kansas City Regional COVID-19 Response and Recovery Fund 103
    Rockhurst University
    1100 Rockhurst Road
    Suite 2W
    Kansas City,MO64110     		NONE PC Reimagining Sedgwick Hall project the organization's special education program 250,000
    Saint Luke's Foundation
    901 E 104th Street Suite 100
    Kansas City,MO641314554     		NONE PC Matching gift 10,000
    Saint Luke's Foundation
    901 E 104th Street Suite 100
    Kansas City,MO641314554     		NONE PC Matching gift 4,000
    Saint Luke's Foundation
    901 E 104th Street Suite 100
    Kansas City,MO641314554     		NONE PC SL Bloch Neuroscience Institute (6 of 10 pmts) expansion 1,300,000
    Sasone Committee at the Jewish Federation of Great
    5801 W 115th Street Ste 201
    Overland Park,KS662111800     		NONE PC Ongoing programs and operations against a line of credit from Capital Federal for Oikos Development Corporation to rehabilitate properties in the Northeast and convert them into affordable units 10,000
    SL Marion Bloch Neuroscience Inst Fund
    Greater Kansas City Community Found
    Ste 200
    Kansas City,MO64105     		NONE PC Neurosurgery Residency Program capacity of MARC, the public health departments, and their community partners to effectively reach and serve disadvantaged/vulnerable populations 1,000,000
    ST LUKE'S FOUNDATION
    901 E 104th Street Mail Stop 1005
    Ste 200
    Kansas City,MO64131     		NONE PC For use and benefit of programs of SLMBNI Medical and Emergency Community Preparedness Work to Respond to COVID-19 1,300,000
    The Children's Place
    2 E 59th Street
    Ste 200
    Kansas City,MO64113     		NONE PC Power of Place capital campaign 75,000
    The Jewish Community Foundation of Greater KC
    5801 West 115th Street Suite 104
    Suite 3100
    Overland Park,KS66211     		NONE PC Matching gift 15,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Suite 1000
    Kansas City,MO641111818     		NONE PC matching grant 2,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO641111818     		NONE PC $100k Business Council & $100k pmt 8 of 10 for 3-y conversion (or SLMBNI in consultation with MHBFF) 200,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO641111818     		NONE PC Matching Gift 3,575
    The Nelson Gallery Foundation
    4525 Oak Street
    Suite 130
    Kansas City,MO641111818     		NONE PC visual & performing arts the Saint Luke's Marion Bloch Neuroscience Institute 456,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO641111818     		NONE PC Matching gift 2,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO641111818     		NONE PC Repairs to floors in Bloch building 175,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO641111818     		NONE PC Bloch Collection/renovate Bloch building/sponsorsh Collection and Galleries through activation and audience engagement; select renovations of the Bloch Building; and strategic event sponsorships and memberships. 406,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,MO641111818     		NONE PC Matching gift 2,000
    The Temple Congregation B'nai Jehudah
    12320 Nall Ave
    Suite 735
    Overland Park,KS66209     		NONE PC Matching Gift 5,000
    The Temple Congregation B'nai Jehudah
    12320 Nall Ave
    Overland Park,KS66209     		NONE PC Matching gift 1,334
    Truman Medical Center
    2310 Holmes Suite 735
    Kansas City,MO641082602     		NONE PC COVID-19: TMC Vaccination Clinics Engineering Math Academy 175,000
    UMKC Foundation
    5115 Oak Street 202 Administrative
    Kansas City,MO64112     		NONE PC RooSTRONG Student Success Model awarded scholarships through the Henry W. Bloch Scholars Program expansion and the Marion H. Bloch Scholars Program from 2019 to 2028. 300,000
    UMKC Foundation
    5115 Oak Street 202 Administrative
    Kansas City,MO64112     		NONE PC Sr Clinical Informatician (1 of 2 pmts) 125,000
    UMKC Foundation
    5115 Oak Street 202 Administrative
    Kansas City,MO64112     		NONE PC QVIC research teams (1 of 2 pmts) 300,000
    UMKC Foundation
    5115 Oak Street 202 Administrative
    Kansas City,MO64112     		NONE PC School of Computing & Engineering Math Academy 75,000
    UMKC Foundation
    5115 Oak Street 202 Administrative
    Kansas City,MO64112     		NONE PC Support services for students in Bloch Scholars Pr 45,000
    UMKC Foundation
    5115 Oak Street 202 Administrative
    Kansas City,MO64112     		NONE PC Matching gift 10,000
    UMKC Foundation
    5115 Oak Street 202 Administrative
    Kansas City,MO64112     		NONE PC FY21 Gift fees for Marion Bloch/Henry Bloch Schola 2,650
    UMKC Foundation
    5115 Oak Street 202 Administrative
    Kansas City,MO64112     		NONE PC Matching gift 6,000
    UMKC Foundation
    5115 Oak Street 202 Administrative
    Kansas City,MO64112     		NONE PC Assistance for HWB Scholars 2,381
    Unified Government Treasurer
    UG Public Health Dept Attn Busine
    Kansas City,KS66101     		NONE GOV COVID-19: Vaccine Initiatives 200,000
    UNION STATION KANSAS CITY INC
    30 W Pershing Rd Suite 400
    Kansas City,MO64108     		NONE PC Access to Auschwitz exhibit for low-income househo 25,000
    United Way of Greater Kansas City
    801 W 47th Street Ste 500
    Suite 400
    Kansas City,MO64113     		NONE PC Matching Gift 6,000
    UNITED WAY OF GREATER KANSAS CITY
    801 W 47th Street Ste 500
    Kansas City,MO64113     		NONE PC Eviction prevention 230,000
    UNITED WAY OF GREATER KANSAS CITY
    801 W 47th Street Ste 500
    Kansas City,MO64113     		NONE PC Leveraging Federal Resources 100,000
    University of Kansas Health Systems
    2330 Shawnee Mission Parkway Suite
    Suite 201
    Westwood,KS66205     		NONE PC In Memory of Annette Bloch 1,000
    Unleashed Pet Rescue & Adoption
    5918 Broadmoor Street
    Mission,KS662023226     		NONE PC Matching gift 5,000
    VAAD HAKASHRUTH OF KANSAS CITY
    9900 Antioch Rd
    Overland Park,KS66212     		NONE PC Ongoing programs and operations 4,000
    Vibrant Health
    21 N 12th Street Ste 300
    Kansas City,KS661025105     		NONE PC transition of Cordell Meeks Jr clinic 125,000
    VILLAGE SHALOM INC
    5500 W 123rd Street
    Overland Park,KS662093193     		NONE PC Ongoing programs and operations 30,000
    Welcome House Inc
    1414 E 27th Street
    Kansas City,MO64108     		NONe PC Recovery for Life Capital Campaign patient care and expansion of network capacity 250,000
    Contributions from Passthrough activity
    4801 main street ste 400
    kansas city,MO64112     		none PC GENERAL SUPPORT 228
    WAR HORSES FOR VETERANS
    5600 W 183RD ST
    STILLWELL,KS66085     		NONE POF ONGOING PROGRAMS AND OPERATIONS 1,500
    Total .................................bullet 3a 20,105,812
    bApproved for future payment
    Marlborough
    1809 E 80th St
    Kansas City,MO641323545     		NONE PC COMMUNITY GRANT 75,000
    Community Capital FundAltCap
    3200 Wayne Avenue
    Kansas City,MO64109     		nonE PC COMMUNITY GRANT 375,000
    Credit & Homeownership Empowerment Serv
    3125 Gillham Plaza
    KANSAS CITY,MO64109     		NONE PC COMMUNITY GRANT 275,000
    GKC Hispanic Development Fund
    1055 Broadway Blvd Ste 130
    KANSAS CITY,MO64105     		NONE PC COMMUNITY GRANT 450,000
    JEWISH FAMILY SERVICES
    5801 W 115th Street Ste 103
    Overland Park,KS662111800     		NONE PC COMMUNITY GRANT 330,000
    OIKOS
    1712 Main Street Suite 206
    Kansas City,MO64111     		NONE PC COMMUNITY GRANT 225,000
    Kansas City Public Schools Education Foundation
    2901 Troost Ave
    KANSAS CITY,MO641091538     		NONE PC COMMUNITY GRANT 368,000
    Liberty Memorial Association
    2 MEMORIAL DRIVE
    KANSAS CITY,MO641084603     		NONE PC COMMUNITY GRANT 125,000
    MARC Comm Services Corp - Double Up Bucks
    600 Broadway Blvd Ste 200
    KANSAS CITY,MO641051659     		NONE PC COMMUNITY GRANT 100,000
    Reconciliation Services
    3101 Troost Avenue
    KANSAS CITY,MO64109     		NONE PC COMMUNITY GRANT 75,000
    UMKC Foundation - NextGen
    5115 Oak Street 202 Administrative
    KANSAS CITY,MO64112     		NONE PC COMMUNITY GRANT 100,000
    UMKC Foundation - QVIC
    5115 Oak Street 202 Administrative
    KANSAS CITY,MO64112     		NONE PC COMMUNITY GRANT 300,000
    Union Station Kansas City
    30 W Pershing Rd Suite 400
    KANSAS CITY,MO64108     		NONE PC COMMUNITY GRANT 75,000
    Vibrant Health
    21 N 12th Street Ste 300
    KANSAS CITY,KS661025105     		NONE   COMMUNITY GRANT 125,000
    Total .................................bullet 3b 2,998,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 61,651  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER REVENUE     		    01 8,176  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   80,227,694  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    80,227,694
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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

    		$ 19,953,211


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

    		$ 3,192,950


    (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) (2021)
    Schedule B (Form 990) (2021)
    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 BONDS- SEE ATTACHED LIST $ 14,080,405  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LIMITED PARTNERSHIP INTEREST $ 172,806  
    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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 86,190 43,603   18,687

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

    TY 2021 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 2021 LegalFeesSchedule
    Name:
    Marion and Henry Bloch Family Foundation
    EIN:
    45-4047901
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 12,384 619   11,765


    TY 2021 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 H & R BLOCK FOUNDATIO 0 37,131 37,131


    TY 2021 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 34,394     34,394
    INSURANCE 23,781 1,188   22,592
    TELEPHONE 1,175 59   1,116
    PROCESSING FEES 8,950     8,950
    PROFESSIONAL DEVELOPMENT 2,570 128   2,442
    OFFICE SUPPLIES 4,198 210   3,988
    MISCELLANEOUS 4,287     1,887


    TY 2021 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   -107,707  
    miscellaneous Income 8,176    


    TY 2021 OtherIncreasesSchedule
    Name:
    Marion and Henry Bloch Family Foundation
    EIN:
    45-4047901
    Description Amount
    UNREALIZED GAINS 382,049


    TY 2021 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 55,379 0


    TY 2021 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 1,834,796 1,834,796    
    CONSULTING FEES 37,923     37,923
    MANAGEMENT FEES 3,199,218 2,643,150   52,926


    TY 2021 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 664,831      
    FOREIGN TAXES 125,507 550,426    
    PAYROLL TAXES 45,028 7,204   37,824