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
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$74,399,989J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 9,989 83,027  
4 Dividends and interest from securities... 650,726 758,519  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,861,347
b Gross sales price for all assets on line 6a 26,107,369
7 Capital gain net income (from Part IV, line 2)... 7,978,702
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).......   570,008  
12 Total. Add lines 1 through 11........ 10,522,062 9,390,256  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 68,312 10,930   37,547
14 Other employee salaries and wages...... 270,471 43,274   265,568
15 Pension plans, employee benefits....... 33,314 5,330   32,602
16a Legal fees (attach schedule)......... Click to see attachment 13,502 6,751 0 6,751
b Accounting fees (attach schedule)....... Click to see attachment 64,169 24,718 0 19,251
c Other professional fees (attach schedule).... Click to see attachment 480,077 490,026   3,118
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 114,554 43,014   18,720
19 Depreciation (attach schedule) and depletion... Click to see attachment 5,669    
20 Occupancy.............. 30,010 1,500   28,510
21 Travel, conferences, and meetings....... 4,646 232   4,414
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 41,117 157   29,226
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,125,841 625,932 0 445,707
25 Contributions, gifts, grants paid....... 2,646,028 2,646,038
26 Total expenses and disbursements. Add lines 24 and 25 3,771,869 625,932 0 3,091,745
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,750,193
b Net investment income (if negative, enter -0-) 8,764,324
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.............      
2 Savings and temporary cash investments......... 3,336,735 4,982,448 4,982,448
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).......... 67,380,784 69,294,599 69,294,599
14 Land, buildings, and equipment: basis bullet122,942
Less: accumulated depreciation (attach schedule) bullet   4,474 122,942 122,942
15 Other assets (describe bullet) Click to see attachment55,379    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 70,777,372 74,399,989 74,399,989
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 attachment81,259 Click to see attachment37,131
23 Total liabilities (add lines 17 through 22)......... 81,259 37,131
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........ 70,696,113 74,362,858
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)..... 70,696,113 74,362,858
30 Total liabilities and net assets/fund balances (see instructions). 70,777,372 74,399,989
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
70,696,113
2
Enter amount from Part I, line 27a .....................
2
6,750,193
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
77,446,306
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,083,448
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
74,362,858
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 (LONG TERM) P    
b PUBLICLY TRADED SECURITIES (SHORT TERM) P    
c PUBLICLY TRADED SECURITIES (CAPITAL GAIN) P    
d GAINS FROM PASSTHROUGH ACTIVITIES P    
e PARAMETRIC FUTURES 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 5,268,718   5,231,267 37,451
b 19,012,083   12,874,235 6,137,848
c 69,533     69,533
d 1,757,035     1,757,035
e     23,165 -23,165
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       37,451
b       6,137,848
c       69,533
d       1,757,035
e       -23,165
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 7,978,702
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........................... 3 121,824
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- ..... 5 121,824
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 72,790
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 175,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 247,790
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 945
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 10 125,021
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet125,021 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 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 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 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 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
     
    No
    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? ..............................
    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, 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 TREASURER & 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     		68,312 3,900 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
    JOHN R PHILLIPS DIRECTOR
    0.75     		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
    KRIS WILCOXSON ACCOUNTANT
    0     		59,564 4,687 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
    Cambridge Associates LLC Investment Consultin 70,285
    PO Box 412015
    BOSTON,MA022412015
    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
    21,929,074
    b
    Average of monthly cash balances.......................
    1b
    4,096,206
    c
    Fair market value of all other assets (see instructions)................
    1c
    45,448,709
    d
    Total (add lines 1a, b, and c).........................
    1d
    71,473,989
    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
    71,473,989
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,072,110
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    70,401,879
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,520,094
    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
    3,520,094
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    121,824
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    11,342
    c
    Add lines 2a and 2b............................
    2c
    133,166
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,386,928
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    3,386,928
    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
    3,386,928
    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 3,386,928
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 80,484
    b From 2017...... 63,962
    c From 2018...... 53,873
    d From 2019...... 48,323
    e From 2020...... 0
    f Total of lines 3a through e ........ 246,642
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,131,864
    a Applied to 2020, 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 2021 distributable amount..... 3,131,864
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 246,642 246,642
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		8,422
    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 ......     		 
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 0
    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).)
    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 (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
    1DOS Foundation
    PO Box 4252
    Olathe,KS660634252     		NONE PC Cash for Champions: Karl Koelle organizations through the ArtsKC grantmaking program 400
    Academy of Saint Elizabeth
    2 Convent Rd
    Convent Station,NJ07961     		NONE PC MATCHING GIFT 100
    ALPINE THEATRE PROJECT
    PO BOX 1959
    WHITEFISH,MT599371959     		NONE PC Matching gift 1,000
    ALS Association - Midwest Chapter
    6405 Metcalf Ave Suite 205
    Mission,KS662023931     		NONE PC Matching gift 668
    American Hospital of Paris
    63 Blvd Victor Hugo
    NeuillysurSeine   92200
    FR     		NONE PC Matching Gift 1,500
    ARMOUR OAKS SENIOR LIVING COMMUNITY
    8100 WORNALL ROAD
    KANSAS CITY,MO64114     		NONE PC Enhancement of Skilled Nursing Unit 20,000
    ART AS MENTORSHIP
    3236 MORRELL AVENUE
    KANSAS CITY,MO641231625     		NONE PC Outreach and Expansion 25,000
    ARTS KC-REGIONAL ARTS COUNCIL
    106 Southwest Boulevard
    Kansas City,MO64108     		NONE PC Catalyst Grants 15,000
    BARUCH COLLEGE FUND
    ONE BERNARD BARUCH WAY BOX A-1603
    NEW YORK,NY10010     		NONE PC Matching Gift 1,000
    BIG BROTHERS BIG SISTERS KANSAS CITY
    1709 Walnut Street
    Kansas City,MO64108     		NONE PC Salesforce Implementation 30,000
    Billings Catholic Schools Foundation
    215 N 31st St
    Billings,MT591011908     		NONE PC Matching gift 1,000
    BISHOP MIEGE HIGH SCHOOL
    5041 REINHARDT
    SHAWNEE MISSION,KS66205     		NONE PC Matching Gift 500
    BLUFORD HEALTHCARE LEADERSHIP Institute
    7900 LEES SUMMIT ROAD
    KANSAS CITY,MO64139     		NONE PC Matching Gift 10,000
    BRIDGTON ACADEMY
    11 ACADEMY LANE PO BOX 292
    NORTH BRIDGTON,ME040571808     		NONE PC Matching Gift 103
    CAMPS FOR KIDS
    5913 WOODSON ROAD
    MISSION,KS66202     		NONE PC Scholarships to attend summer camp 6,500
    CENTER FOR PRACTICAL BIOETHICS
    1111 MAIN SUITE 500
    KANSAS CITY,MO64105     		NONE PC Matching Gift 2,000
    CENTRAL METHODIST UNIVERSITY
    411 CENTRAL METHODIST SQUARE
    FAYETTE,MO65281     		NONE PC Matching Gift 1,000
    CENTRAL METHODIST UNIVERSITY
    411 CENTRAL METHODIST SQUARE
    FAYETTE,MO65281     		NONE PC Matching Gift 1,000
    CHILDREN'S MERCY HOSPITAL
    2401 GILLHAM RD
    KANSAS CITY,MO641084619     		NONE PC Marching Gift 250
    Church World Service Inc
    28606 Phillips St
    Elkhart,IN46514     		NONE PC Matching Gift 350
    Colorado Springs Christian Schools
    4855 Mallow Rd
    Colorado Springs,CO809074422     		NONE PC Matching Gift 1,000
    COMMUNITY CAPITAL FUND
    3200 Wayne Ave
    Kansas City,MO641092062     		NONE PC Neighborhoods Rising Fund 10,000
    Community Health Council of Wyandotte Cty
    755 Minnesota Avenue
    Kansas City,KS66101     		NONE PC Maternal Health Worker Prog (1 of 2 pmts) 100,000
    Community LINC
    4014 Troost Ave
    Kansas City,MO64110     		NONE PC Improvements for Shelter for Homeless 75,000
    Compass Youth Collaborative Inc
    55 Airport Rd Ste 201
    Hartford,CT061142031     		NONE PC Matching Gift 5,000
    COOPERATIVE ESL MINISTRIES
    14026 TOWNSHIP ROAD 264
    balzac,ROCKY VIEW COUNTYT4B 3L5
    CA     		NONE PC Matching gift 400
    CRISTO REY KANSAS CITY
    211 WEST LINWOOD BLVD
    KANSAS CITY,MO64111     		NONE PC Virtual-first work environment 35,300
    Curators of the Univ of MO Special Trust
    407 Reynolds Alumni Center
    Columbia,MO65211     		NONE PC Matching gift 1,000
    Daniel Memorial Inc
    4203 Southpoint Blvd
    Jacksonville,FL322166164     		NONE PC Matching gift 5,000
    DAP Health
    1695 N Sunrise Way
    Palm Springs,CA922623701     		NONE PC In Memory of Annette Bloch 1,000
    Detroit Public Schools Foundation
    3011 West Grand Blvd Suite 1004
    Detroit,MI48202     		NONE PC Matching Gift 5,000
    DONNELLY COLLEGE
    608 NORTH 18TH STREET
    KANSAS CITY,KS66102     		NONE PC Bloch Scholars tutition/fees & academic coaching 54,320
    DONNELLY COLLEGE
    608 NORTH 18TH STREET
    KANSAS CITY,KS66102     		NONE PC 13 Bloch Scholars - Spring 2021 assistance needs of Henry W. Bloch Scholars during 2019 33,895
    DONNELLY COLLEGE
    608 NORTH 18TH STREET
    KANSAS CITY,KS66102     		NONE PC Emergency assistance for Bloch Scholar 2020 1,019
    DONNELLY COLLEGE
    608 NORTH 18TH STREET
    KANSAS CITY,KS66102     		NONE PC 1 Henry W. Bloch Scholar 532
    Downtown Association of Yakima
    14 S 1st St
    Yakima,WA989012616     		NONE PC Matching gift 100
    Emerge Fellowship
    11251 Northwest Fwy Ste 330
    Houston,TX770926554     		NONE PC Matching Gift 5,000
    ERIN ANDRA WILSON FOUNDATION
    121 W 48TH STREET 1508
    KANSAS CITY,MO641123889     		NONE PC Matching gift 400
    Feed KC Forward Fund at the Greater KC Community F
    1055 Broadway Blvd Suite 130
    Kansas City,MO641051595     		NONE PC Meals to reduce food insecurity - comm57 20,000
    Fellowship of Catholic Univ Students
    PO Box 17408
    Denver,CO80217     		NONE PC Matching Gift 400
    FOOD EQUALITY INITIATIVE INC
    300 E 39TH STREET SUITE 30
    KANSAS CITY,MO641111531     		NONE PC COVID-19 120,000
    Fork Union Military Academy
    PO Box 278
    Fork Union,VA23055     		NONE PC Matching Gift 5,000
    FRIENDS OF UNIVERSITY ACADEMY
    8080 Ward Parkway Suite 201
    Kansas City,MO64114     		NONE PC Matching Gift 6,650
    GEORGIA TECH FOUNDATION
    760 SPRING STREET NW SUITE 400
    ATLANTA,GA30308     		NONE PC Matching gift 5,000
    Golf Foundation of Kansas City
    8330 Melrose Dr
    Lenexa,KS662141630     		NONE PC Matching Gift 1,000
    Greater Kansas City Community Foundation
    1055 Broadway Blvd Ste 130
    Kansas City,MO64105     		NONE PC Matching Gift 15,000
    Greater Kansas City Community Foundation
    1055 Broadway Blvd Ste 130
    Kansas City,MO64105     		NONE PC Matching gift 15,000
    Greater Kansas City Community Foundation
    1055 Broadway Blvd Ste 130
    Kansas City,MO64105     		NONE PC Matching gift 15,000
    Greater Kansas City Community Foundation
    1055 Broadway Blvd Ste 130
    Kansas City,MO64105     		NONE PC Impact KC - cash for champions Ryan Gray program at UMKC (ONLY) during 2020 400
    Harvard University
    124 Mount Auburn Street Floor 4
    Cambridge,MA02138     		NONE PC Advanced Leadership Initiative/Matching gift 2,500
    Harvesters-The Community Food Network
    3801 Topping Avenue
    Kansas City,MO64129     		NONE PC Ongoing operating support 25,000
    Harvesters-The Community Food Network
    3801 Topping Avenue
    Kansas City,MO64129     		NONE PC Cash for Champions - Camacho 100
    Henry Wollman Bloch Fountain Fund-GKCCF
    1055 Broadway Street Ste 130
    Kansas City,MO64105     		NONE PC Potential improvements to Bloch fountain 60,000
    HILLCREST TRANSITIONAL HOUSING
    PO BOX 901924
    KANSAS CITY,MO64190     		NONE PC Reconstruction of apartment building 50,000
    Junior League of Kansas City MO Inc
    9215 Ward Parkway
    Kansas City,MO64114     		NONE PC Cash for Champions - Aubrey Holden Domestic Violence Survivor Housing 400
    KANSAS CITY ART INSTITUTE
    4415 WARWICK BLVD
    KANSAS CITY,MO64111     		NONE PC Ongoing operation of H&R Block ArtSpace 20,000
    KANSAS CITY AUTISM TRAINING CENTER
    10842 McGEE
    KANSAS CITY,MO64114     		NONE PC Capital Campaign Project to replace HVAC system 40,000
    KANSAS CITY BALLET
    500 WEST PERSHING RD
    KANSAS CITY,MO64108     		NONE PC Community engagement/education programs 15,000
    KANSAS CITY FRIENDS OF ALVIN AILEY
    1714 EAST 18TH ST
    KANSAS CITY,MO64108     		NONE PC Ongoing operating support 12,000
    KANSAS CITY HOSPICE & PALLIATIVE CARE
    9001 STATE LINE ROAD
    KANSAS CITY,MO64114     		NONE PC Capital Improvement Project 75,000
    Kansas City Public Library
    14 West 10th Street
    Kansas City,MO641051702     		NONE PC Digital Inclusion for Low-Income Households 100,000
    Kansas City Regional COVID-19 Fund at GKCCF
    1055 Broadway St Ste 130
    Kansas City,MO64105     		NONE PC COVID-19: areas of need 150,000
    KANSAS CITY REPERTORY THEATRE
    4825 TROOST AVE STE 106
    KANSAS CITY,MO64110     		NONE PC Ongoing programs and operations of Spencer Theatre 15,000
    KANSAS CITY REPERTORY THEATRE
    4825 TROOST AVE STE 106
    Suite 205
    KANSAS CITY,MO64110     		NONE PC Matching gift 8,700
    KANSAS CITY SYMPHONY
    1703 WYANDOTTE ST STE 200
    KANSAS CITY,MO64108     		NONE PC Ongoing program/operating support 25,000
    KANSAS CITY SYMPHONY
    1703 WYANDOTTE ST STE 200
    KANSAS CITY,MO64108     		NONE PC In Memory of Estelle Sosland 1,000
    KANSAS CITY YOUNG AUDIENCES
    3732 MAIN ST
    KANSAS CITY,MO64111     		NONE PC Arts Partners Program 13,000
    KANSAS STATE UNIVERSITY FOUNDATION
    1800 Kimball Avenue Ste 200
    Manhattan,KS66502     		NONE PC Matching gift - Valuation Analysis report update 160
    Kansas University Endowment Association
    PO Box 928
    Lawrence,KS660440928     		NONE PC Matching Gift 500
    Kansas University Endowment Association
    PO Box 928
    Lawrence,KS660440928     		NONE PC Matching Gift 200
    KCUR 893
    4825 Troost Ave Suite 202
    Kansas City,MO64110     		NONE PC Purchase of HD transmitter upgrade 10,000
    LEAD TO READ
    6022 NORTH STRATHBURY AVE
    KANSAS CITY,MO641512524     		NONE PC Hoot Reading Tutoring low-income populations 23,100
    LEUKEMIA & LYMPHOMA SOCIETY-Mid America Chapter
    6811 SHAWNEE MISSION PKWY STE 202
    SHAWNEE MISSION,KS66202     		NONE PC Cash for Champions for Deanna DiSalvo 400
    LevelUp Kids
    5416 NE Antioch Road
    Kansas City,MO64119     		NONE PC A fourth operatory unit 35,000
    LITTLE RED SCHOOL HOUSE INC
    40 CHARLTON STREET
    NEW YORK,NY10014     		NONE PC Matching Gift 1,500
    LYRIC OPERA OF KANSAS CITY INC
    1725 HOLMES STREET
    KANSAS CITY,MO64108     		NONE PC Ongoing operating support 15,000
    METROPOLITAN COMMUNITY COLLEGE FOUNDATION
    3200 BROADWAY
    KANSAS CITY,MO64111     		NONE PC 18 HENRY W. BLOCH SCHOLARS 17,267
    METROPOLITAN COMMUNITY COLLEGE FOUNDATION
    3200 BROADWAY
    KANSAS CITY,MO64111     		NONE PC Bloch Scholars at Penn Valley tuition & fees low-income populations 11,584
    METROPOLITAN COMMUNITY COLLEGE FOUNDATION
    3200 BROADWAY
    KANSAS CITY,MO64111     		NONE PC 3 Henry W. Bloch Scholars 1,840
    MID AMERICA ASSISTANCE COALITION
    1 WEST ARMOUR BLVD SUITE 301
    KANSAS CITY,MO64111     		NONE PC Ongoing operating support Disaster Relief Fund 10,000
    MINDDRIVE Inc
    2615 Holmes
    Kansas City,MO64108     		NONE PC STEM Education expansion 30,000
    MOCSA
    3100 BROADWAY STE 400
    KANSAS CITY,MO641112414     		NONE PC Ongoing operating support Better) - Bruce Pinsky 11,000
    National Museum Of Toys and Miniatures
    5235 Oak Street
    Kansas City,MO641122877     		NONE PC National Excellence and Community Impact 50,000
    NATIVITY PARISH SCHOOL
    3800 W 119TH ST
    LEAWOOD,KS66209     		NONE PC Matching gift 2,400
    NATIVITY PARISH SCHOOL
    3800 W 119TH ST
    LEAWOOD,KS66209     		NONE PC Matching Gift 2,000
    NORTHWESTERN UNIVERSITY
    1208 DAVIS ST
    EVANSTON,IL60208     		NONE PC Matching Gift - established to address the health and human service needs in the greater KC area created by the COVID-19 pandemic 200
    NOTRE DAME DE SION
    10631 WORNALL RD
    KANSAS CITY,MO64114     		NONE PC MATCHING GIFT - gifts to the KC Regional COVID-19 Response and Recovery Fund 1,000
    PEMBROKE HILL SCHOOL
    400 W 51ST ST
    KANSAS CITY,MO641122316     		NONE PC Matching Gift 1,000
    Platte Senior Services Inc
    11724 NW Plaza Circle Drive
    Kansas City,MO641531158     		NONE PC Senior Nutrition Services 25,000
    Powell Gardens
    1609 NW US Highway 50
    Kingsville,MO64061     		NONE PC Collaboration with Lincoln University - John Phill 2,700
    Reach Out and Read Kansas City
    3901 Rainbow Blvd MS 1051 Support
    Kansas City,KS66160     		NONE PC Board Training 3,500
    READING POWER INC
    736 N WESTERN AVE SUITE 226
    LAKE FOREST,IL600451820     		NONE PC Matching Gift 100
    RESTART INC
    918 E 9TH ST
    KANSAS CITY,MO641063072     		NONE PC Family Shelter Program Better) - Sue Jayaratne 100,000
    River of Refuge
    5155 Raytown Road
    Kansas City,MO64133     		NONE PC 2nd Floor expansion 2020 70,000
    Rockhurst High School
    9301 State Line
    Kansas City,MO64114     		NONE PC Matching Gift 250
    Roseville Theater Arts Academy
    Attn Jennifer Vaughn 241 Vernon S
    Roseville,CA956782632     		NONE PC Cash for Campions - Archey 400
    Selah Downtown Association
    8 N 1st St
    Selah,WA98942     		NONE PC Cash for Champions for Melissa Gorham 300
    SETON CENTER INC
    2816 E 23RD ST
    KANSAS CITY,MO64127     		NONE PC Five air purifier systems 9,200
    Seton Hall Preparatory School
    120 Northfield Ave
    West Orange,NJ07052     		NONE PC Matching gift 100
    Shawnee Indian Mission Foundation
    3403 W 53rd St
    Fairway,KS662052654     		NONE PC Matching gift 150
    SHEPHERD'S CENTER KANSAS CITY CENTRAL
    1111 W 39TH ST STE 200
    KANSAS CITY,MO64111     		NONE PC Ongoing operating support 5,000
    SHOW ME KC SCHOOLS
    4049 W PENNSYLVANIA AVE STE 301
    KANSAS CITY,MO64111     		NONE PC SCHOOL SMART KC CHALLENGE GRANT - FINAL OF 3 PYMTS Better) - Gloria Guevara 25,000
    Soul of Santa Do Good Foundation
    1722 E 17th Terr Ste 315
    Kansas City,MO641081644     		NONE PC Matching gift 1,000
    St Albert the Great at Assumption Academy
    9183 Broadview Road
    Broadview Heights,OH441472595     		NONE PC Matching gift 325
    The Coterie Theatre
    2450 Grand Blvd
    Kansas City,MO641082516     		NONE PC Ongoing operating support low-income populations 9,000
    The Family Conservancy
    444 Minnesota Aveenue Suite 200
    Kansas City,KS66101     		NONE PC Early Care and Education Hub Better) - Lauren Garcia 100,000
    The LaunchCode Foundation
    906 N 11th St
    St Louis,MO63101     		NONE PC The addition of CoderGirl to KC programs 50,000
    The Nature Conservancy Kansas Chapter
    2420 NW Button Road
    Topeka,MO66618     		NONE PC In memory of G. Kenneth Baum 1,000
    The Nelson Gallery Foundation
    4525 Oak Street
    Kansas City,KS641111818     		NONE PC MATCHING GIFT 2,500
    TNC COMMUNITY
    12404 E US HIGHWAY 40
    INDEPENDENCE,MO64055     		NONE PC Homes for Individuals with Disabilities Fund 25,000
    True Light Family Resource Center
    712 East 31st Street
    Kansas City,MO64109     		NONE PC Freedom House Repairs 25,000
    UMKC FOUNDATION
    5115 OAK STREET 202 ADMINISTRATIVE
    KANSAS CITY,MO64112     		NONE PC Fall 21 tuition for Bloch Scholars 90,586
    UMKC FOUNDATION
    5115 OAK STREET 202 ADMINISTRATIVE
    KANSAS CITY,MO64112     		NONE PC 34 Bloch (Legacy) Scholars - Spring 2021 course 86,515
    UMKC FOUNDATION
    5115 OAK STREET 202 ADMINISTRATIVE
    KANSAS CITY,MO64112     		NONE PC Support services for students in Bloch Scholars 13,000
    UMKC FOUNDATION
    5115 OAK STREET 202 ADMINISTRATIVE
    KANSAS CITY,MO64112     		NONE PC Summer 2021 tuition scholarships for Bloch scholar low-income populations 11,788
    UMKC FOUNDATION
    5115 OAK STREET 202 ADMINISTRATIVE
    KANSAS CITY,MO64112     		NONE PC Management fees for gifts to non-endowed funds to increase capacity to serve vulnerable, low-income populations 6,917
    UMKC FOUNDATION
    5115 OAK STREET 202 ADMINISTRATIVE
    KANSAS CITY,MO64112     		NONE PC FY21 Gift Fees for HWB Scholars Legacy Program awarded scholarships through the Henry W. Bloch Scholars Program from 2019 to 2028 2,009
    UMKC FOUNDATION
    5115 OAK STREET 202 ADMINISTRATIVE
    KANSAS CITY,MO64112     		NONE PC MATCHING GIFT 1,500
    UNCW STUDENT AID ASSOCIATION
    601 SOUTH COLLEGE ROAD
    WILMINGTON,NC284035913     		NONE PC Restricted To: Softball Scholarships Protective Equipment made by the Maker Studio at Science City 1,000
    UNICORN THEATRE
    3828 MAIN ST
    KANSAS CITY,MO641111915     		NONE PC Ongoing operating support 9,000
    UNITED WAY OF GREATER KANSAS CITY
    801 WEST 47TH STREET STE 500
    KANSAS CITY,MO64113     		NONE PC Eviction prevention Prevention 100,000
    UNITED WAY OF GREATER KANSAS CITY
    801 WEST 47TH STREET STE 500
    KANSAS CITY,MO64113     		NONE PC Leveraging Federal Resources 70,000
    UNITED WAY OF GREATER KANSAS CITY
    801 WEST 47TH STREET STE 500
    KANSAS CITY,MO64113     		NONE PC 2-1-1 referral and info line informaiton line 10,000
    University Academy Foundation
    8080 Ward Parkway Suite 201
    Kansas City,MO64114     		NONE PC Summer Internship Program 30,000
    UNIVERSITY OF CALIFORNIA SANTA BARBARA
    Business Financial Services 3201
    3201 Student Affairs and Administra
    Santa Barbara,CA931062040     		NONE PC Restricted To: Phi Sigma Kappa Alumni Scholarship 500
    University of California Berkeley
    UC Berkeley Foundation 1995 Univers
    PO Box 800
    Berkeley,CA94704     		NONE PC MATCHING GIFT 600
    University of Central Missouri Alumni
    Smiser Alumni Center PO Box 800
    Warrensburg,MO64093     		NONE PC Matching gift 250
    University of Missouri - Columbia
    407 Reynolds Alumni Center
    Columbia,MO65211     		NONE PC Matching Gift 6,700
    University of Missouri - Columbia
    407 Reynolds Alumni Center
    105 Garfield Ave PO Box 4004
    Columbia,MO65211     		NONE PC Matching Gift - Restricted to MO 100 2,000
    URBAN NEIGHBORHOOD INITIATIVE
    2300 MAIN ST STE 180
    105 Garfield Ave PO Box 4004
    KANSAS CITY,MO64108     		NONE PC Building Better Blocks program 250,000
    VASSAR COLLEGE
    161 College Ave Box 725
    Poughkeepsie,NY12538     		NONE PC Matching Gift 2,500
    WHITEFISH COMMUNITY FOUNDATION
    PO BOX 1060
    800 Lancaster Ave
    WHITEFISH,MT59937     		NONE PC Matching gift 4,000
    CONTRIBUTIONS FROM PASS THROUGH ACTIVITY
    4801 MAIN STREET
    KANSAS CITY,MO64112     		NONE PC GENERAL SUPPORT 10
    Total .................................bullet 3a 2,646,038
    bApproved for future payment
    Urban Neighborhood Initiative
    2300 MAIN ST STE 180
    kansas city,MO64108     		NONE PC COMMUNITY GRANT 250,000
    Comm Health Council of Wyandotte County
    755 Minnesota Avenue
    Kansas City,KS66101     		NONE PC COMMUNITY GRANT 100,000
    Total .................................bullet 3b 350,000
    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 9,989  
    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: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   10,522,062  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,522,062
    (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

    TY 2021 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 64,169 24,718   19,251

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

    TY 2021 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
    FURNITURE & FIXTUR 2021-07-01                

    TY 2021 LegalFeesSchedule
    Name:
    The H & R Block Foundation
    EIN:
    23-7378232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 13,502 6,751   6,751


    TY 2021 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 55,379    
    DUE FROM BROKER 0    


    TY 2021 OtherDecreasesSchedule
    Name:
    The H & R Block Foundation
    EIN:
    23-7378232
    Description Amount
    UNREALIZED LOSSES 3,083,448


    TY 2021 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 15,218     15,218
    SPECIAL EVENT EXPENSES 3,142 157   2,985
    INSURANCE-GENERAL 17,053      
    PROFESSIONAL DEVELOPMENT 780     780
    OFFICE SUPPLIES 120     120
    MISCELLANEOUS 4,804     10,123


    TY 2021 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 passthrough activity   570,008  


    TY 2021 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 81,259 0
    DUE TO MHBFF 0 37,131


    TY 2021 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 476,795 489,862    
    CONSULTING FEES 3,282 164   3,118


    TY 2021 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   34,907    
    STATE TAXES 20,380      
    FOREIGN TAXES 5,045 5,045    
    FEDERAL EXCISE TAXES 70,000      
    PAYROLL TAXES 19,129 3,062   18,720