2025-03-26T20:32:18Z 2024-11-30 431871840 HRB TAX GROUP INC 1301 MAIN ST STE 101B KANSAS CITY MO 64105 990PF 2023-12-01 203981786 BENNACK POLAN FOUNDATION A57121005 BENN 2039668157 339 INDIAN ROCK ROAD New Canaan CT 06840 FRANK A BENNACK PRESIDENT 2039668157 2025-03-09 false true Deanna Clark P01728946 8004725625 2025-03-26 2023 2025-03-06 01:10:19Z X 5114878 X X 115121 115121 72501 1176454 72501 72501 187622 187622 72501 700 16978 2964 124 20766 0 0 253042 253042 273808 0 253042 -86186 187622 72501 30927 2098 2098 2077613 1958760 3889988 1161401 1245507 1222792 3269941 3206365 5114878 0 3269941 3206365 0 0 0 -86186 -86186 -86186 VANGUARD BOND P 2023-12-04 2023-12-06 20018 21516 -1498 -1498 ISHARES US TREASURY P 2023-12-04 2023-12-06 42505 49461 -6956 -6956 IS SHARES US TREASURY BOND P 2023-12-04 2023-12-06 42405 42698 -293 -293 VANGUARD BOND P 2023-12-04 2023-12-06 20086 21353 -1267 -1267 SIX CIRCLES US P 2023-12-12 2023-12-13 15538 15771 -233 -233 IS SHARES CORE S&P P 2023-12-12 2023-12-13 42220 43266 -1046 -1046 SPDR S&P ETF P 2023-12-12 2023-12-14 75183 39305 35878 35878 VANGUARD MORTGAGE P 2024-01-26 2024-01-29 38136 45149 -7013 -7013 VANGUARD TOTAL INTL BOND P 2024-01-26 2024-01-29 32054 34900 -2846 -2846 VANGUARD TOTAL BOND MARKET P 2024-01-26 2024-01-30 36122 37281 -1159 -1159 VANGUARD TOTAL BOND P 2024-01-26 2024-01-30 73 72 1 1 VANGUARD TTL BD MKT P 2024-02-22 2024-02-23 94393 104906 -10513 -10513 VANGUARD TOTAL INTL BOND P 2024-02-22 2024-02-23 37644 39486 -1842 -1842 SIX CIRCLES US P 2024-05-09 2024-05-10 50663 45965 4698 4698 SIX CIRCLES INTL P 2024-05-09 2024-05-10 11069 10558 511 511 FIDELITY 500 INDEX P 2024-05-09 2024-05-10 53038 34896 18142 18142 VANGUARD INTL TERM CORPORATE P 2024-05-08 2024-05-10 79 78 1 1 VANGUARD INT TERM CORPORATE P 2024-05-08 2024-05-10 79 78 1 1 VANGUARD INTL TERM CORPORATE P 2024-05-08 2024-05-10 36139 35888 251 251 SIX CIRCLES US P 2024-07-11 2024-07-12 17676 14433 3243 3243 FIDELITY 500 INDEX P 2024-07-11 2024-07-12 55711 24804 30907 30907 JPMORGAN BETABUILDERS P 2024-07-11 2024-07-12 3495 2581 914 914 JP MORGAN BETABUILDERS P 2024-07-11 2024-07-12 50 57 -7 -7 JP MORGAN BETABUILDERS P 2024-07-11 2024-07-12 403 298 105 105 JP MORGAN BETABUILDERS P 2024-07-11 2024-07-12 4203 4803 -600 -600 JP MORGAN BETABUILDERS P 2024-07-11 2024-07-12 201 149 52 52 JPMORGAN BETABUILDERS P 2024-07-11 2024-07-12 14333 10495 3838 3838 JP MORGAN BETABUILDERS P 2024-07-11 2024-07-12 8137 9319 -1182 -1182 JP MORGAN BETABUILDERS P 2024-07-12 2024-07-15 35144 32550 2594 2594 JP MORGAN BETABUILDERS P 2024-07-12 2024-07-15 14236 12226 2010 2010 JPMORGAN BETABUILDERS P 2024-07-11 2024-07-17 1649 1887 -238 -238 SIX CIRCLES GLOBAL BOND P 2024-08-08 2024-08-09 24433 28454 -4021 -4021 VANGUARD TOTAL INTL BOND P 2024-08-08 2024-08-09 18339 18838 -499 -499 SIX CIRCLES US UNCONSTR P 2024-10-01 2024-10-02 13258 11816 1442 1442 FIDELITY 500 INDEX FUND P 2024-10-01 2024-10-02 40969 37496 3473 3473 SIX CIRCLES CREDIT P 2024-11-25 2024-11-26 45795 47648 -1853 -1853 JP MORGAN BETABUILDERS P 2024-11-25 2024-11-26 4935 4816 119 119 JP MORGAN BETABUILDERS P 2024-11-25 2024-11-26 14904 14101 803 803 JP MORGAN BETABUILDERS P 2024-11-25 2024-11-26 48629 44648 3981 3981 JP MORGAN BETABUILDERS P 2024-11-25 2024-11-26 20710 18992 1718 1718 VANGUARD LONG TERM TREASURY P 2024-11-25 2024-11-26 92029 92100 -71 -71 ISHARES BROAD P 2024-11-25 2024-11-26 49584 48632 952 952 ISHARES BROAD P 2024-11-25 2024-11-27 187 183 4 4 72501 72501 2608 2608 2608 18 2626 false false false false false false false false true TX false false false false false false N/A GOSIA SMEED 2039668157 339 INDIAN ROCK ROAD New Canaan CT 06840 false false false false false false false false false false false false false false false false false false false false false false false false FRANK A BENNACK JR 339 INDIAN ROCK ROAD New Canaan CT 06840 PRESIDENT 0.00 0 MARY LAKE POLAN 339 INDIAN ROCK ROAD New Canaan CT 06840 VICE PRESIDENT 0.00 0 SHELLY MCCULLOUGH 339 INDIAN ROCK ROAD New Canaan CT 06840 SECRETARY 0.00 0 NONE 4500000 50000 0 4550000 4550000 68250 4481750 224088 224088 2608 2608 221480 221480 221480 253042 253042 221480 253042 221480 NONE NONE X INDIANA UNIVERSITY FOUNDATION 340 W MICHIGAN ST Indianapolis IN 46202 PC KINSEY INSTITUTE LUWI RESEARCH 7500 SAN ANTONIO PETS ALIVE 4710 HIGHWAY 151 San Antonio TX 78227 PC SPAY AND NEUTER SERVICES 15000 BEXAR LAND TRUST 108 EAST MISTLETOE Olmos Park TX 78212 PC YOUTH PHOTOGRAPHY PROGRAM 18000 PETERSON HEALTH FOUNDATION 399 PARK AVE 14TH FLOOR New York NY 10022 PC WELLNESS CENTER 100000 UNIVERSITY OF ROCHESTER 500 JOSEPH C WILSON BLVD Rochester NY 14627 PC EDUCATIONAL JUSTICE INITIATIVE 20000 STANFORD UNIVERSITY 450 JANE STANFORD WAY Palo Alto CA 94305 PC UNDERGRADUATE METAL HEALTH INNOVATION FUND 15000 MEPHIBOSHETH FARMS ANGELIC RIDERS PO BOX 285 Marshville NC 28103 PC CHILDRENS RIDING PROGRAM FOR DISABLED CHILDREN 15000 LIBERTY SCIENCE CENTER 222 JERSEY CITY BLVD Jersey City NJ 07305 PC UPGRADE OF THE ENERGY IN YOU 25000 MARBRIDGE FOUNDATION 2310 BLISS SPILLAR RD Manchaca TX 78652 PC CAMPUS SECURITY 16972 CURTAIN UP CANCER FOUNDATION PO BOX 593232 San Antonio TX 78259 PC THE SIX PROGRAM 20570 253042 14 115121 18 72501 187622 187622 false false false false false false false false false false H&R BLOCK TAX PREPARATION FEES 2022 700 CASH & FIXED INCOME 1245507 1222792 EQUITY STOCK 1958760 3889988 INTERNAL REVENUE SERVICE PENALTY FOR LATE PMT OF TAXES 124 JP MORGAN ADVISORY FEES DEC 2023 4130 JP MORGAN ADVISORY FEES MARCH 2024 4529 JP MORGAN ADVISORY FEES JUNE 2024 4682 JP MORGAN ADVISORY FEES SEPT 2024 3637 INTERNAL REVENUE SERVICE 2022 TAX YEAR 2964