| 2024 | General Agents and Managers Conference | 990 | Trustee | 2 | $0 | $0 | View return |
| 2024 | The George K Baum Family Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2024 | The G Kenneth and Ann Baum Philanthropic Fund | 990PF | Class B Trustee | 1 | $0 | $0 | View return |
| 2023 | General Agents and Managers Conference | 990 | Trustee | 2 | $0 | $0 | View return |
| 2023 | The G Kenneth and Ann Baum Philanthropic Fund | 990PF | Class B Trustee | 1 | $0 | $0 | View return |
| 2023 | The George K Baum Family Foundation | 990PF | Secretary | 1 | $0 | $0 | View return |
| 2023 | Southwest Baptist University | 990 | Trustee Beg 10/23 | 1 | $0 | $0 | View return |
| 2022 | The George K Baum Family Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2022 | The H & R Block Foundation | 990PF | Vice Chairman & Director | 0.75 | $0 | $0 | View return |
| 2022 | General Agents and Managers Conference | 990 | Trustee | 2 | $0 | $0 | View return |
| 2022 | The G Kenneth and Ann Baum Philanthropic Fund | 990PF | Class B Trustee | 1 | $0 | $0 | View return |
| 2022 | Marion and Henry Bloch Family Foundation | 990PF | Vice Chairman & Director | 0.75 | $0 | $0 | View return |
| 2021 | The G Kenneth and Ann Baum Philanthropic Fund | 990PF | Class B Trustee | 1 | $0 | $0 | View return |
| 2021 | Marion and Henry Bloch Family Foundation | 990PF | Vice Chairman & Director | 0.75 | $0 | $0 | View return |
| 2021 | Blue River Land Trust Ltd | 990EZ | Secretary | 1 | $0 | $0 | View return |
| 2021 | The H & R Block Foundation | 990PF | Vice Chairman & Director | 0.75 | $0 | $0 | View return |
| 2021 | The George K Baum Family Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2021 | General Agents and Managers Conference | 990 | Trustee | 2 | $0 | $0 | View return |
| 2020 | Blue River Land Trust Ltd | 990EZ | Secretary | 1 | $0 | $0 | View return |
| 2020 | The George K Baum Family Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2020 | The G Kenneth and Ann Baum Philanthropic Fund | 990PF | Class B Trustee | 1 | $0 | $0 | View return |
| 2020 | Marion and Henry Bloch Family Foundation | 990PF | Vice Chairman & Director | 0.75 | $0 | $0 | View return |
| 2020 | The H & R Block Foundation | 990PF | Vice Chairman & Director | 0.75 | $0 | $0 | View return |
| 2020 | General Agents and Managers Conference | 990 | Trustee | 2 | $0 | $0 | View return |
| 2019 | The G Kenneth and Ann Baum Philanthropic Fund | 990PF | Class B Trustee | 1 | $0 | $0 | View return |
| 2019 | Marion and Henry Bloch Family Foundation | 990PF | Vice Chairman & Director | 0.5 | $0 | $0 | View return |
| 2019 | The George K Baum Family Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2019 | General Agents and Managers Conference | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Blue River Land Trust Ltd | 990EZ | Secretary | 1 | $0 | $0 | View return |
| 2018 | The George K Baum Family Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2018 | Marion and Henry Bloch Family Foundation | 990PF | Vice Chairman & Director | 0.5 | $0 | $0 | View return |
| 2018 | The H & R Block Foundation | 990PF | Vice Chairman, Director | 0.5 | $0 | $0 | View return |
| 2017 | The George K Baum Family Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2017 | The H & R Block Foundation | 990PF | Vice Chairman, Director | 0.5 | $0 | $0 | View return |
| 2017 | Marion and Henry Bloch Family Foundation | 990PF | Vice Chairman & Director | 0.5 | $0 | $0 | View return |
| 2017 | General Agents and Managers Conference | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | The George K Baum Family Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2016 | Marion and Henry Bloch Family Foundation | 990PF | Director | 0.5 | $0 | $0 | View return |
| 2016 | The H & R Block Foundation | 990PF | Director | 0.5 | $0 | $0 | View return |
| 2016 | General Agents and Managers Conference | 990 | Trustee Beginning 5/2016 | 1 | $0 | $0 | View return |
| 2015 | Marion and Henry Bloch Family Foundation | 990PF | Director | 0.5 | $0 | $0 | View return |
| 2015 | The G Kenneth and Ann Baum Philanthropic Fund | 990PF | Class B Trustee | 1 | $0 | $0 | View return |
| 2015 | The H & R Block Foundation | 990PF | Director | 0.5 | $0 | $0 | View return |
| 2015 | The George K Baum Family Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2015 | General Agents and Managers Conference | 990 | Trustee Beginning 5/2016 | 1 | $0 | $0 | View return |
| 2014 | The H & R Block Foundation | 990PF | Director | 0.5 | $0 | $0 | View return |
| 2014 | The G Kenneth and Ann Baum Philanthropic Fund | 990 | Class B Trustee | 1 | $0 | $0 | View return |
| 2014 | Marion and Henry Bloch Family Foundation | 990PF | Director | 0.5 | $0 | $0 | View return |
| 2014 | George K Baum Family Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2013 | The H & R Block Foundation | 990PF | Director | 0.5 | $0 | $0 | View return |
| 2013 | George K Baum Family Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2013 | Marion and Henry Bloch Family Foundation | 990PF | Director | 0.5 | $0 | $0 | View return |