H & R Block Foundation
Donations deductibleTotal assets
$68.3m
IRS master file
Directors and trustees
9
6.9y av
Chair observed
≥4 yrs
Thomas M Bloch
Left since last filing
0
no seats appear to have opened
Activity
T22
Philanthropy, voluntary services and grantmaking
Filings on record
3
latest 2022
Renewal outlook
Low current likelihood
score 8 of 100
Exempt since
1974
52 years ago
H & R Block Foundation's network
9 people5 organisationsi9 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (10) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Thomas M Bloch Chair | Chairman & Director | 2018 | 8 yrs |
| Bruce C Davison | Vice Chairman & Director | 2018 | 8 yrs |
| David P Miles | President | 2020 | 6 yrs |
| Debbie Sosland-Edelman | Assistant Treasurer | 2022 | 4 yrs |
| Heather R Watts | Secretary & Director | 2020 | 6 yrs |
| John R Phillips | Director | 2018 | 8 yrs |
| LEO E Morton | Director | 2020 | 6 yrs |
| Tiffany Scalzitti Monroe | Director | 2022 | 4 yrs |
| William A Hall | Treasurer & Director | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
About
- Legal name
- H & R Block Foundation
- EIN
- 237378232
- Address
- 4801 Main St Ste 400, Kansas City, MO, 64112-2930
- State
- Missouri
- Activity (NTEE)
- T22 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 9 (IRS master file code)
- IRS ruling date
- 1 April 1974
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 3, latest 2022
- IRS Publication 78
- PF (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsThomas M Bloch
≥8years on the filingsBruce C Davison
≥8years on the filingsJohn R Phillips
≥8years on the filingsWilliam A Hall
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $0 | $4.3m | Deficit $4.3m |
As filed on the IRS Form 990. US dollars.