Nonprofit · EIN 23-7378232
H & R BLOCK FOUNDATION
Tax-exempt · KANSAS CITY, MO 64112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,333,372 | $4,327,684 | -$994,312 | $68,309,596 | $29,003 | $68,280,593 |
| December 31, 2023 | 990-PF | $2,791,959 | $4,190,984 | -$1,399,025 | $66,354,706 | $38,726 | $66,315,980 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,004,245
- Interest
- $24,685
- Net gain from sales of assets
- $2,302,450
- Other income
- $1,992
Expenses
- Grants and similar amounts paid
- $3,032,914
- Compensation of officers, directors and key employees
- $106,731
- Salaries, compensation and benefits (total)
- $219,967
- Disbursements for charitable purposes
- $3,453,119
- Excise tax on investment income
- $76,938
Balance sheet and other
- Total assets, start of year
- $66,354,706
- Total assets, end of year
- $68,309,596
- Total liabilities, end of year
- $29,003
- Net assets, end of year
- $68,280,593
- Fair market value of assets
- $68,309,596
- Qualifying distributions
- $3,453,119
- Net investment income
- $6,394,320
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID P MILES 4801 Main Street, Kansas City, MO 64112 | PRESIDENT | 10 | $95,917 | $10,814 |
| KRIS WILCOXSON 4801 Main Street, Kansas City, MO 64112 | VP OF FIN & ADMIN Highest-paid employee | 10 | $54,905 | $5,015 |
| VALERIE SALAZAR 4801 Main Street, Kansas City, MO 64112 | GRANTMAKING PRIN Highest-paid employee | 16 | $51,964 | $8,470 |
| JEAN-PAUL CHAURAND 4801 Main Street, Kansas City, MO 64112 | EXECUTIVE VP Highest-paid employee | 8 | $50,517 | $5,748 |
| BRUCE C DAVISON 4801 Main Street, Kansas City, MO 64112 | VICE CHAIRMAN & DIRECTOR | 0.75 | $0 | $0 |
| HEATHER R WATTS 4801 Main Street, Kansas City, MO 64112 | SECRETARY & DIRECTOR | 0.5 | $0 | $0 |
| THOMAS M BLOCH 4801 Main Street, Kansas City, MO 64112 | CHAIRMAN & DIRECTOR | 3 | $0 | $0 |
| WILLIAM A HALL 4801 Main Street, Kansas City, MO 64112 | TREASURER & DIRECTOR | 0.75 | $0 | $0 |
| JOHN R PHILLIPS 4801 Main Street, Kansas City, MO 64112 | DIRECTOR | 0.5 | $0 | $0 |
| LEO E MORTON 4801 Main Street, Kansas City, MO 64112 | DIRECTOR | 0.5 | $0 | $0 |
| TIFFANY SCALZITTI MONROE 4801 Main Street, Kansas City, MO 64112 | DIRECTOR | 0.5 | $0 | $0 |
| DEBBIE SOSLAND-EDELMAN 4801 Main Street, Kansas City, MO 64112 | ASSISTANT TREASURER | 0.75 | $0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID P MILES 4801 Main Street, Kansas City, MO 64112 | PRESIDENT | 10 | $91,338 | $7,973 |
| THOMAS M BLOCH 4801 Main Street, Kansas City, MO 64112 | Chairman & Director | 3 | $0 | $0 |
| BRUCE C DAVISON 4801 Main Street, Kansas City, MO 64112 | VICE CHAIRMAN & DIRECTOR | 0.75 | $0 | $0 |
| WILLIAM A HALL 4801 Main Street, Kansas City, MO 64112 | TREASURER & DIRECTOR | 0.75 | $0 | $0 |
| HEATHER R WATTS 4801 Main Street, Kansas City, MO 64112 | SECRETARY & DIRECTOR | 0.5 | $0 | $0 |
| LEO E MORTON 4801 Main Street, Kansas City, MO 64112 | Director | 0.5 | $0 | $0 |
| JOHN R PHILLIPS 4801 Main Street, Kansas City, MO 64112 | DIRECTOR | 0.5 | $0 | $0 |
| TIFFANY SCALZITTI MONROE 4801 Main Street, Kansas City, MO 64112 | DIRECTOR | 0.5 | $0 | $0 |
| DEBBIE SOSLAND-EDELMAN 4801 Main Street, Kansas City, MO 64112 | ASSISTANT TREASURER | 0.75 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4801 MAIN ST STE 400, KANSAS CITY, MO 64112-2930
- In care of
- % DAVID MILES
- Signed the 990-PF
- David P Miles, President
- Phone
- (816) 854-4361
- Website
- HRBLOCKFOUNDATION.ORG
- Return prepared by
- Forvis Mazars LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7378232
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1974
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $68,309,596
- Income (IRS master file)
- $9,708,082
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,333,372 | $4,327,684 | $68,309,596 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,791,959 | $4,190,984 | $66,354,706 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7378232).
Questions about H & R BLOCK FOUNDATION
- What is the EIN of H & R BLOCK FOUNDATION?
- The employer identification number (EIN) of H & R BLOCK FOUNDATION is 23-7378232.
- Is H & R BLOCK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to H & R BLOCK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does H & R BLOCK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of H & R BLOCK FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did H & R BLOCK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of H & R BLOCK FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 12 people; 4 received compensation from the organization, the highest $95,917 (DAVID P MILES, PRESIDENT).
- How much revenue does H & R BLOCK FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,333,372, expenses of $4,327,684 and total assets of $68,309,596 at year end.
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