Civic Intelligence

The H & R Block Foundation

990PF • Fiscal year 2013 • EIN 23-7378232

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 30, 2014

Organization Profile
1 H R Block Way64105

(816) 854-4361

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2013 filings • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

16th percentile

0.01x

Higher debt load relative to revenue than 16% of similar nonprofits.

2013 filings • $50M-$100M nonprofits • Source year 2013

Net Margin

89th percentile

57%

Higher net margin than 89% of similar nonprofits.

2013 filings • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

15th percentile

$65,103

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2013 filings • $50M-$100M nonprofits • Source year 2013

Asset Growth

62nd percentile

7.6%

Faster asset growth than 62% of similar nonprofits.

2013 filings • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$64,352,543

Up $4,542,963 (+7.6%) from 2012

Net Assets

Up

$64,301,269

Up $4,528,774 (+7.6%) from 2012

Liabilities

Up

$51,274

Up $14,189 (+38%) from 2012

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin89th percentile

Revenue

$8,010,284

No earlier filing loaded for comparison.

Expenses

Up

$3,481,510

Up $1,330,974 (+62%) from 2012

Net Income

$4,528,774

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2012: $59,809,580Liabilities 2012: $37,085Net Assets 2012: $59,772,4952012Assets 2013: $64,352,543Liabilities 2013: $51,274Net Assets 2013: $64,301,2692013Assets 2014: $61,986,971Liabilities 2014: $55,143Net Assets 2014: $61,931,8282014Assets 2015: $56,729,987Liabilities 2015: $50,274Net Assets 2015: $56,679,7132015Assets 2016: $57,472,195Liabilities 2016: $49,158Net Assets 2016: $57,423,0372016Assets 2017: $63,648,132Liabilities 2017: $65,667Net Assets 2017: $63,582,4652017Assets 2018: $58,061,446Liabilities 2018: $68,747Net Assets 2018: $57,992,6992018Assets 2020: $70,777,372Liabilities 2020: $81,259Net Assets 2020: $70,696,1132020Assets 2021: $74,399,989Liabilities 2021: $37,131Net Assets 2021: $74,362,8582021Assets 2022: $62,980,951Liabilities 2022: $40,778Net Assets 2022: $62,940,1732022Assets 2023: $66,354,706Liabilities 2023: $38,726Net Assets 2023: $66,315,9802023Assets 2024: $68,309,596Liabilities 2024: $29,003Net Assets 2024: $68,280,5932024

Highlighted filing

2013

Assets$64,352,543
Liabilities$51,274
Net Assets$64,301,269
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0M-$10MExpenses 2012: $2,150,5362012Revenue 2013: $8,010,284Expenses 2013: $3,481,510Net Income 2013: $4,528,7742013Revenue 2014: $1,599,917Expenses 2014: $3,969,358Net Income 2014: -$2,369,4412014Revenue 2015: -$1,685,707Expenses 2015: $3,566,408Net Income 2015: -$5,252,1152015Revenue 2016: $4,231,990Expenses 2016: $3,488,666Net Income 2016: $743,3242016Revenue 2017: $9,747,136Expenses 2017: $3,587,708Net Income 2017: $6,159,4282017Revenue 2018: -$1,808,692Expenses 2018: $3,781,074Net Income 2018: -$5,589,7662018Revenue 2020: $3,295,025Expenses 2020: $3,609,886Net Income 2020: -$314,8612020Revenue 2021: $10,522,062Expenses 2021: $3,771,869Net Income 2021: $6,750,1932021Revenue 2022: $2,757,329Expenses 2022: $4,320,481Net Income 2022: -$1,563,1522022Revenue 2023: $2,791,959Expenses 2023: $4,190,984Net Income 2023: -$1,399,0252023Revenue 2024: $3,333,372Expenses 2024: $4,327,684Net Income 2024: -$994,3122024

Highlighted filing

2013

Revenue$8,010,284
Expenses$3,481,510
Net Income$4,528,774
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 30, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID P MILES - STMT 14PresidentPT$58,663$6,440$65,103
CAREY WILKERSON LOONEY - STMT 14Vice President & SecretaryPT$46,477$9,321$55,798
HENRY W BLOCHChairman, Treasurer, DirectorPT$0--
THOMAS M BLOCHVice Chairman, DirectorPT$0--
BRUCE C DAVISONDirector-$0--
WILLIAM A HALLDirector-$0--
EDWARD T MATHENY JRDirector-$0--
MORTON I SOSLANDDirector-$0--
EVANGELINE RICHAssistant Treasurer-$0--
Filing and Contact Details

Filer

EIN
23-7378232
Phone
8168544361

Signing Officer

Name
David P Miles
Title
President
Phone
8168544361
Signed
2014-10-30
Discuss with paid preparer
Yes

Preparer

Preparer
Kay Hegarty
Phone
3192985333
Raw XML AppendixShowing 400 of 2,316 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/Amt048102
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING AND AUDIT FEES
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VIII, LINE 1, OFFICER COMPENSATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION HAS NO EMPLOYEES. ALL MANAGEMENT SERVICES ARE PROVIDED THROUGH HRB MANAGEMENT, INC. WHO IS PAID A MANAGEMENT FEE AS DISCLOSED IN PART VIII, LINE 3. OFFICERS DAVID P. MILES AND CAREY WILKERSON LOONEY ARE EMPLOYEES OF AND PAID BY HRB MANAGEMENT, INC. PURSUANT TO THE FORM 990-PF INSTRUCTIONS, COMPENSATION PAID TO THE MANAGEMENT SERVICES COMPANY FOR THE SERVICES PROVIDED BY THE FOUNDATION OFFICERS IS REPORTED IN PART VIII, LINE 1 AS IF THE FOUNDATION HAD PAID THE OFFICERS DIRECTLY. OFFICER COMPENSATION REPORTED IN PART VIII, LINE 1 IS ALSO INCLUDED IN THE AMOUNT PAID TO HRB MANAGEMENT, INC. IN PART VIII, LINE 3.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-2058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt612508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-55173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt930465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10280679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-7409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1364044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt155234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16427222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt217089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2261125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24-9165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25180976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26126828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27727428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28472150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29129921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30-94207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3165625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0211529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt312508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5218312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt630465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7280679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8153290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt964044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1074320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12427222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13381489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt147089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1561125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16141890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17180976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18126828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19727428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20472150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21129921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2265625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd30P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd31P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PASSTHROUGH FROM SCH K-1 WELLINGTON CTF DIH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WELLINGTON CTF DIH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PASSTHROUGH FROM SCHED K-1 SEMPER VIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PASSTHROUGH FROM SCHED K-1 SEMPER VIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PASSTHROUGH FROM SCH K-1 SSGA INTERMEDIATE US CREDIT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PASSTHROUGH FROM SCH K-1 SSGA INTERMEDIATE US CREDIT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SSGA INTERMEDIATE US CREDIT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SOLD SSGA INTERMEDIATE US CREDIT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PASSTHROUGH FROM SCH K-1 SSGA MSCI EAFE INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PASSTHROUGH FROM SCH K-1 SSGA MSCI EAFE INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SSGA MSCI EAFE INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12PASSTHROUGH FROM SCH K-1 SSGA US GOVT CREDIT BOND INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13PASSTHROUGH FROM SCH K-1 SSGA US GOVT CREDIT BOND INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SSGA US GOVT CREDIT BOND INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15PASSTHROUGH FROM SCH K-1 SSGA RUSSELL 3000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16PASSTHROUGH FROM SCH K-1 SSGA RUSSELL 3000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17SSGA RUSSELL 3000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18PASSTHROUGH FROM SCH K-1 COLCHESTER COMBINED GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19PASSTHROUGH FROM SCH K-1 COLCHESTER COMBINED GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20COLCHESTER COMBINED GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21PASSTHROUGH FROM SCH K-1 DODDINGTON GLOBAL FUND, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22PASSTHROUGH FROM SCH K-1 DODDINGTON GLOBAL FUND, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23DODDINGTON GLOBAL FUND LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24WELLINGTON VERDE REALTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25LONGLEAF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26ARCHIPELAGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27OVERSTONE GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28VANGUARD DIVIDEND APPRECIATION FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29DIMENSIONAL EMERGING MKT FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30OCTAVIAN OFFSHORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31FPA CRESCENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02395010
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04528774
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt064301269
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt059772495
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt064301269
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03026025
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03026025
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03026025
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03057500
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt031475
IRS990PF/DistributableAmountGrp/TotalTaxAmt031475
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt050000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt063171
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt044646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt031475
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt063171
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt031475
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt031475
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt094646
IRS990PF/FMVAssetsEOYAmt064352543
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt035584560
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt035584560
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012938
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0122388
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt034280
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt034280
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt058394948
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt061336975
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt061336975
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt037085
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt051274
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt024187935
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt028716709
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01279306
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02981288
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02981288
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt059809580
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt064352543
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt064352543
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt037085
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt051274
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt059809580
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt064352543
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt059772495
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt064301269
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt062081222
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01561609
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt060519613
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0931218
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03057500
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt061150004
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt062081222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine10HRB MANAGEMENT INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine11CAMBRIDGE ASSOCIATES LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0259994
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt168455
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine101 H R BLOCK WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine11100 SUMMER STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City0KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State0MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode064105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,352,543
Liabilities
$51,274
Net assets
$64,301,269
Revenue
$8,010,284
Expenses
$3,481,510
Net income
$4,528,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$68.3$0.03$68.3$3.33$4.33$0.99
2023Detailed filing. Detailed filing data is available for this year.$66.4$0.04$66.3$2.79$4.19$1.40
2022Detailed filing. Detailed filing data is available for this year.$63.0$0.04$62.9$2.76$4.32$1.56
2021Detailed filing. Detailed filing data is available for this year.$74.4$0.04$74.4$10.5$3.77$6.75
2020Detailed filing. Detailed filing data is available for this year.$70.8$0.08$70.7$3.30$3.61$0.31
2018Detailed filing. Detailed filing data is available for this year.$58.1$0.07$58.0$1.81$3.78$5.59
2017Detailed filing. Detailed filing data is available for this year.$63.6$0.07$63.6$9.75$3.59$6.16
2016Detailed filing. Detailed filing data is available for this year.$57.5$0.05$57.4$4.23$3.49$0.74
2015Detailed filing. Detailed filing data is available for this year.$56.7$0.05$56.7$1.69$3.57$5.25
2014Detailed filing. Detailed filing data is available for this year.$62.0$0.06$61.9$1.60$3.97$2.37
2013Detailed filing. Detailed filing data is available for this year.$64.4$0.05$64.3$8.01$3.48$4.53
2012Detailed filing. Detailed filing data is available for this year.$59.8$0.04$59.8$2.15