The H & R Block Foundation
The H & R Block Foundation is a private foundation based in Kansas City, Missouri. Founded in 1974 by Henry and Richard Bloch, it supports nonprofit organizations working to assist underserved people and improve quality of life, with a focus on greater Kansas City.
The H & R Block Foundation at a glance
In short: The H & R Block Foundation gave $3.0M across 1 grant in 2024 (avg $3.0M), mostly in Missouri. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $3,032,914
- +1.8% vs 2023
- Grants made (2024)
- 1
- -50.0% vs 2023
- Average grant
- $3,032,914
- +103.6% vs 2023
- Median grant
- $3,032,914
- Total assets
- $68,309,596
- +2.9% vs 2023
- Primary geography
- Missouri (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to The H & R Block Foundation
- How to Apply
-
The Foundation says it accepts funding inquiries from organizations in greater Kansas City and does not restrict giving to preselected organizations. Interested organizations must be located within the Greater Kansas City area to be considered. The online process begins with a questionnaire covering the organization, proposed project or program, costs, amount requested, funds raised or allocated, and timeline. The Foundation says to visit its website for application and submission guidelines. It reports that organizations can expect a response within 21 days after questionnaire responses are submitted for staff review. The Foundation prefers projects and programs that strive for excellence, improve client services, and strengthen the organization, with a major emphasis on serving underserved, low-income residents of the specified counties.
- Review Cycle
- The Foundation directs applicants to its website for current submission deadlines.
- Deadline
- The Foundation directs applicants to its website for current submission deadlines.
- Contact
Application contact: H R Block Foundation
Mailing address: 4801 Main Street Ste 400, Kansas City, MO 64112
Phone: (816) 854-4361
Website: https://blockfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The H & R Block Foundation funds
How this funder distributes its grants
Grant Size Distribution
272 grants across all recorded years
The most common grant size was under $50K: 238 grants of 272 (88%).
Geographic Focus
Where this funder awards grants
The Foundation focuses on organizations based in and serving residents of greater Kansas City: Jackson, Clay, and Platte counties in Missouri, and Wyandotte and Johnson counties in Kansas. Its 2024 filing reports that 100% of grant dollars went to recipients in Missouri.
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How The H & R Block Foundation gives
- Giving held roughly steady from 2021 to 2024 (+15%). Method
- In 2024 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $2.6M (2020) to $3.0M (2024). In 2024 it made 1 grant totaling $3.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Statement Kansas City, MO | See Attached Statement | $3,032,914 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $68,309,596 | $3,333,372 | $4,327,684 | $3,032,914 | 1 | $3,453,119 | $5,535,087 | $3,272,029 |
| 2023 | $66,354,706 | $2,791,959 | $4,190,984 | $2,978,944 | 2 | $3,374,015 | $3,202,962 | $3,146,900 |
| 2022 | $62,980,951 | $2,757,329 | $4,320,481 | $2,926,636 | 2 | $3,343,558 | $1,124,377 | $3,376,939 |
| 2021 | $74,399,989 | $10,522,062 | $3,771,869 | $2,646,038 | 133 | $3,131,864 | $8,764,324 | $3,386,928 |
| 2020 | $70,777,372 | $3,295,025 | $3,609,886 | $2,612,397 | 134 | — | $2,476,243 | $2,978,136 |
Under IRS private-foundation payout rules, The H & R Block Foundation reported a distributable amount of $3.3M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The Foundation says it is committed to assisting underserved individuals and improving quality of life. Its grant strategy includes helping underserved individuals pursue and attain post-secondary education; improving quality of life in greater Kansas City neighborhoods; and strengthening nonprofits’ operational efficiency, service delivery, and major community assets and institutions.
Eligible grant recipients must be tax-exempt under Section 501(c)(3) and not classified as private foundations. The Foundation does not make grants to businesses or individuals, or to organizations with pending 501(c)(3) status. It considers only very limited funding for Type II or III supporting organizations. It also excludes organizations that are not in compliance with applicable laws and regulations, certain sectarian religious activities, and organizations that discriminate on protected grounds.
Grantmaking
In filing year 2024, the Foundation reported one grant totaling $3,032,914. The filing lists the recipient as “SEE ATTACHED STATEMENT” in Kansas City, Missouri, and gives the purpose as “SEE ATTACHED STATEMENT”; it does not identify a grantee or a more specific purpose in the available information. Because this was the only itemized grant, its amount was also the smallest, largest, and median grant reported for that year.
Leadership & Key People
Leadership team and compensation from IRS filings
Board members: Thomas Bloch, Bruce Davison, William Hall, Leo Morton, John Phillips, Erin Turley, and Charlene Wilson.
Staff: David Miles, President; Jean-Paul Chaurand, Executive Vice President; Kris Wilcoxson, Vice President of Finance and Administration; Valerie Salazar, Grantmaking Principal; Rachel Carlton, Grant Operations Principal; and Courtney Bouska, Executive Office Assistant.
The H & R Block Foundation is led by David P. Miles, President on every filing since 2020; 1 of 9 officers listed in 2024 is compensated.
Officers on the 2024 filing
David P. Miles
President
On filings since 2020
10 hrs/week
$68K (2020) → $96K (2024)
Thomas M. Bloch
Chairman & Director
Chairman, Treasurer & Director → Chairman & Director, 2022
On filings since 2020
3 hrs/week
No compensation reported
Bruce C. Davison
Vice Chairman & Director
On filings since 2020
0.8 hrs/week
No compensation reported
Heather R. Watts
Secretary & Director
Director → Secretary & Director, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
John R. Phillips
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Leo E. Morton
Director
On filings since 2020
0.5 hrs/week
No compensation reported
William A. Hall
Treasurer & Director
Director → Treasurer & Director, 2021
On filings since 2020
0.8 hrs/week
No compensation reported
Tiffany Scalzitti Monroe
Director
On filings since 2022
0.5 hrs/week
No compensation reported
Debbie Sosland-Edelman
Assistant Treasurer
On filings since 2022
0.8 hrs/week
No compensation reported
Former officers (3)
- Former: Thomas A. Gerke (2020–2022) — Former Secretary & Director
- Former: Scott W. Andreasen (2020–2021) — Assistant Treasurer
- Former: Carey Wilkerson-Looney (2020) — Secretary
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $96K, to David P Miles (President).
Frequently asked questions about The H & R Block Foundation
How much does The H & R Block Foundation give each year?
The H & R Block Foundation gave $3.0M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3.0M across 2 grants.
How large is The H & R Block Foundation?
The H & R Block Foundation reported $68.3M in total assets on its 2024 IRS Form 990-PF. It paid out $3.5M in qualifying distributions that year, against a required minimum of $3.3M (roughly 5% of its investment assets).
What does The H & R Block Foundation fund?
The Foundation says it is committed to assisting underserved individuals and improving quality of life. See mission & focus areas ↑
How do I apply for a grant from The H & R Block Foundation?
The Foundation says it accepts funding inquiries from organizations in greater Kansas City and does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does The H & R Block Foundation make grants?
The Foundation focuses on organizations based in and serving residents of greater Kansas City: Jackson, Clay, and Platte counties in Missouri, and Wyandotte and Johnson counties in Kansas. Its 2024 filing reports that 100% of grant dollars went to recipients in Missouri.
What is The H & R Block Foundation's EIN?
The H & R Block Foundation's EIN (Employer Identification Number) is 23-7378232. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The H & R Block Foundation funds
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Browse active grant opportunities in The H & R Block Foundation's focus areas in our free grants database
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