EUGENE B CASEY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE B CASEY FOUNDATION (EIN 52-6220316)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-15
- IRS object ID
- 202521969349100837
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-15T17:44:56-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526220316 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE B CASEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EUGE | BusinessNameControlTxt |
| Phone | 3019486500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16803 CRABBS BRANCH WAY | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20855 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA W SHEEHAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3019486500 | PhoneNum |
| Signature | 2025-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2025-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $471,670,161 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $218,198,622 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $674 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $674 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,513,175 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,513,175 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $7,796,541 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $7,796,541 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $3,308,511 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $14,237,674 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,807,723 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,237,674 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,564,244 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,516,058 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $284,310,930 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,064,122 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $733,076 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $366,538 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $366,538 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $445,726 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $445,726 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $648,630 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $53,067 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $630,470 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $255,803 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $255,803 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,904 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,452 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,452 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $96,730 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,546 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,184 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,242 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,843,203 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,775,254 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $59,827 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $66,864 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,619,373 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,510,409 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $754,752 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,723,514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,021,069 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,322,228 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,262,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,412,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,985,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,021,069 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,734,228 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $269,325,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,043,053 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,545,456 | CashBOYAmt |
| Cash EOY | $3,383,320 | CashEOYAmt |
| Cash EOYFMV | $3,383,320 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,403,358 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,948,037 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,948,037 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $87,106 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $772,726 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $772,726 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,962,477 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $42,906,641 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $42,906,641 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,419,210 | CorporateStockBOYAmt |
| Corporate Stock EOY | $72,721,941 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $72,721,941 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,524,053 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,835,797 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,835,797 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $16,863,036 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,448,369 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,448,369 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $100,072,344 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,304,930 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $89,554,040 | LandBOYAmt |
| Land EOY | $89,767,414 | LandEOYAmt |
| Land EOYFMV | $164,093,000 | LandEOYFMVAmt |
| Other Assets BOY | $1,621,727 | OtherAssetsBOYAmt |
| Other Assets EOY | $171,560,330 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $171,560,330 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $145,980,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $397,344,575 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $471,670,161 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,721 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,276,667 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $573,186 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $539,456 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $587,907 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,816,123 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $145,392,556 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $395,528,452 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $145,392,556 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $395,528,452 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $145,980,463 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $397,344,575 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $145,392,556 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $269,325,416 | ExcessRevenueOverExpensesAmt |
| Other Increases | $470,301 | OtherIncreasesAmt |
| Subtotal | $415,188,273 | SubtotalAmt |
| Other Decreases | $19,659,821 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $395,528,452 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| WILLIAM BLAIR #4457 INVESTMENT ST | 2024-08-31 | $98,040 | $136,907 | -$38,867 | -$38,867 | |
| WILLIAM BLAIR #4457 INVESTMENT LT | 2024-08-31 | $4,375,958 | $4,278,498 | $97,460 | $97,460 | |
| SALE OF AUDI | 2024-08-16 | $20,000 | $20,000 | $20,000 | P | |
| SALE OF WRIGHT FARM | 2024-09-27 | $2,915,000 | $913,639 | $2,001,361 | $2,001,361 | P |
| WILLIAM BLAIR #35559 INVESTMENT ST | 2024-08-31 | $4,878,154 | $5,151,414 | -$273,260 | -$273,260 | |
| WILLIAM BLAIR #35559 INVESTMENT LT | 2024-08-31 | $17,520,191 | $5,089,591 | $12,430,600 | $12,430,600 | |
| CAPITAL GAINS DIVIDENDS | $380 | $380 | $380 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,237,674 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $820,698 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $820,698 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $820,698 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $772,726 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $65,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $837,726 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $709 | EsPenaltyAmt |
| Overpayment | $16,319 | OverpaymentAmt |
| Applied To ES Tax | $16,319 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONNA W SHEEHAN CPA | IndividualWithBooksNm |
| Phone | 3019486500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16803 CRABBS BRANCH WAY | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONNA W SHEEHAN CPA | ||||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | TRUSTEE | 40.00 | $366,538 | $28,067 | $0 |
| MIRNA L LOPEZ | ||||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | TRUSTEE | 40.00 | $366,538 | $28,067 | $0 |
| BRENDAN V SULLIVAN JR | ||||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ANDREW HORMAN | ||||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | EXECUTIVE DIRECTOR | 40.00 | $159,231 | $12,048 | $0 |
| TONY HARRISON | ||||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | PROPERTY MAINTENANCE | 40.00 | $97,650 | $7,427 | $0 |
| BENEDICTE KRUKOWICZ | ||||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | ADMIN. ASSISTANT | 40.00 | $76,527 | $6,156 | $0 |
| TERRY HAWKINS | ||||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | PROPERTY MAINTENANCE | 40.00 | $67,738 | $5,367 | $0 |
| CYNTHIA CERMENO | ||||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | OFFICE MANAGER | 40.00 | $61,194 | $4,796 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RL OATMAN & ASSOC LLC | |||||
| 600 FAIRMOUNT AVE 101 | BALTIMORE | MD | 21286 | SECURITY | $577,284 |
| ROSEDALE CHARITABLE PROJECT- SELZER GURVITCH | |||||
| 4416 EAST WEST HIGHWAY 4TH FL | BETHESDA | MD | 20814 | LEGAL FEES | $221,187 |
| SELZER GURVITCH RABIN WERTHEIMER & POLOTT | |||||
| 4416 EAST WEST HIGHWAY 4TH FL | BETHESDA | MD | 20814 | LEGAL FEES | $150,770 |
| RODGERS CONSULTING INC | |||||
| 19847 CENTURY BLVD SUITE 200 | GERMANTOWN | MD | 20874 | ENGINEERING | $91,371 |
| MORGAN LEWIS & BOCKIUS LLP | |||||
| 1111 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 200042541 | LEGAL FEES | $83,516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ROSEDALE APARTMENTS HOUSING PROJECT CONTRIBUTION OF $22,285,000 RECEIVED DURING THE YEAR . | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | DALAMAR APARTMENTS HOUSING PROJECT $12,050,000 WILL BE RENOVATED FOR LOW INCOME HOUSING. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $72,248,857 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,565,077 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $314,940,513 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $397,754,447 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $397,754,447 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,966,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $391,788,130 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,589,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,589,407 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $820,698 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,536 | IncomeTaxAmt |
| Total Tax | $823,234 | TotalTaxAmt |
| Distributable Before Adj | $18,766,173 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $150,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,916,173 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,916,173 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,734,228 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $9,327 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $65,000,000 | SetAsideSuitabilityTestAmt |
| Qualifying Distributions | $72,743,555 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,916,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $610,583 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $610,583 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,743,555 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,916,173 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,827,382 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $54,437,965 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $54,437,965 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $610,583 | ExcessFromYear1Amt |
| Excess From Current Year | $53,827,382 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONNA W SHEEHAN CPA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16803 CRABBS BRANCH WAY | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3019486500 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMAT, INCLUDE ANNUAL REPORT AND PURPOSE OF GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GENERALLY IN METROPOLITAN WASHINGTON AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTION YOUTH MEDIA | ||||||
| 900 WAYNE AVE | SILVER SPRING | MD | 20910 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| AMERICAN INDIAN COLLEGE FUND | ||||||
| P O BOX 172449 | DENVER | CO | 80217 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| BARNS OF ROSE HILL ENDOWMENT | ||||||
| 95 CHALMERS COURT | BERRYVILLE | VA | 22611 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| CABIN JOHN PARK VOLUNTEER FIRE DEPT | ||||||
| 8001 RIVER ROAD | BETHESDA | MD | 20817 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| CAL RIPKEN SR FOUNDATION | ||||||
| 1427 CLARKVIEW ROAD STE 100 | BALTIMORE | MD | 21209 | PC | GENERAL OPERATING EXPENSES | $25,000 |
| CARE FOR ALS | ||||||
| 11073 CENTRAL AVE | RIDGLEY | MD | 21660 | PC | GENERAL OPERATING EXPENSES | $136,000 |
| CARING FOR OTHERS LTD | ||||||
| 8500 EXECTUTIVE PARK AVE STE 300 | FAIRFAX | VA | 22031 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| CHILDREN'S LAW CENTER | ||||||
| 501 3RD STREET NW | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING EXPENSES | $25,000 |
| CHRIST CHILD SOCIETY | ||||||
| 5101 WISCONSIM AVE NW | WASHINGTON | DC | 20016 | PC | GENERAL OPERATING EXPENSES | $25,000 |
| DONBOSCO CRISTOREY HIGH SCHOOL | ||||||
| 1010 LARCH AVE | TAKOA PARK | MD | 20912 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| DOWNTOWN HOPE | ||||||
| 255 WEST ST | ANNAPOLIS | MD | 21401 | PC | PATH TO HOPE PROGRAM | $25,000 |
| EVERYMIND INC | ||||||
| 1000 TWINBROOK PARKWAY | ROCKVILLE | MD | 20851 | PC | GENERAL OPERATING EXPENSES | $30,000 |
| FEED THE HUNGRY | ||||||
| 500 E IRELAND RD | SOUTH BEND | IN | 46614 | PC | GENERAL OPERATING EXPENSES | $200,000 |
| FREEDOM ALLIANCE | ||||||
| 22570 MARKEY COURT | DULLES | VA | 20166 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| THE GAULT CENTER | ||||||
| 1800 M ST NW FT1 BOX 33604 | WASHINGTON | DC | 20033 | PC | GAULT JUVENILE JUSTICE CLINIC ENDOWNMENT FUND | $50,000 |
| HOUSE OF RUTH | ||||||
| 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| IONA SENIOR SERVICES | ||||||
| 4125 ALBEMARLE STREET NW | WASHINGTON | DC | 20016 | PC | GENERAL OPERATING EXPENSES | $50,000 |
| LITTLE SISTERS OF THE POOR | ||||||
| 4200 HAREWOOD ROAD NE | WASHNGTON | DC | 20017 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| MARYLAND SCHOOL FOR THE BLIND | ||||||
| 3501 TAYLOR AVE | NOTTINGHAM | MD | 21236 | PC | GENERAL OPERATING EXPENSES | $300,000 |
| MERCY HEALTH CLINIC | ||||||
| 7 METROPOLITAN COURT | GAITHERBURG | MD | 20878 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| MISSION OF MERCY | ||||||
| 22 SOUTH MARKET ST | FREDERICK | MD | 21701 | PC | GENERAL OPERATING EXPENSES | $50,000 |
| MONTGOMERY COUNTY CORPS MARYLAND | ||||||
| 20021 AIRCRAFT DRIVE | GERMANTOWN | MD | 20874 | PC | GENERAL OPERATING EXPENSES | $200,000 |
| MY SISTER'S PLACE | ||||||
| 1436 U STREET NW | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| OCEAN CITY VOLUNTEER FIRE CO | ||||||
| 1409 PHILADELPHIA AVE | OCEAN CITY | MD | 21842 | PC | GENERAL OPERATING EXPENSES | $1,000 |
| OLNEY THEATRE CENTER | ||||||
| 2001 OLNEY-SANDY SPRINGROAD | OLNEY | MD | 20832 | PC | GENERAL OPERATING EXPENSES | $300,000 |
| OLNEY THEATRE CENTER | ||||||
| 2001 OLNEY-SANDY SPRINGROAD | OLNEY | MD | 20832 | PC | GENERAL OPERATING EXPENSES | $500,000 |
| OPERATION FINALLY HOME | ||||||
| P O BOX 1218 | MERRIFIELD | VA | 22116 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| OPERATION SMILE | ||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | PC | GENERAL OPERATING EXPENSES | $30,000 |
| PAWS FOR PURPLE HEARTS | ||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| REACH EVERY VOICE ACCESSABILITY | ||||||
| 800 S FREDERICK AVE STE 210 | GAITHERBURG | MD | 20877 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| REBUILDING TOGETHER MONTGOMERY CO | ||||||
| 18255-A FLOWER HILL WAY | GAITHERBURG | MD | 20879 | PC | GENERAL OPERATING EXPENSES | $250,000 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | GENERAL OPERATING EXPENSES | $250,000 |
| SMITH ISLAND UNITED INC | ||||||
| 20978 CALEB JONES RD | EWELL | MD | 21824 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| SO WHAT ELSE INC | ||||||
| ONE PRESERVE PKWY | ROCKVILLE | MD | 20852 | PC | GENERAL OPERATING EXPENSES | $20,000 |
| ST VINCENT PALLOTTI HIGH SCHOOL | ||||||
| 113 ST MARYS PLACE | LAUREL | MD | 20707 | PC | GENERAL OPERATING EXPENSES | $20,000 |
| THE FUND FOR AMERICAN STUDIES | ||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| THE METROPOLITAN WASHINGTON EAR INC | ||||||
| 12061 TECH ROAD | SILVER SPRING | MD | 20904 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| TRINITY WASHINGTON UNIVERSITY | ||||||
| 125 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | PC | GENERAL OPERATING EXPENSES | $25,000 |
| WANADA AUTOMOBILE DEALER EDUCATION | ||||||
| 5301 WISCONSIN AVE NW STE 210 | WASHINGTON | DC | 20015 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| WETA | ||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | PC | THE SHARON ROCKEFELLER ENDOWMENT | $2,000,000 |
| THE FESTIVAL CENTER | ||||||
| 1640 COLUMBIA RD NW 2ND FLOOR | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING EXPENSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,412,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $674 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,513,175 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3,308,511 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3,564,244 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,237,674 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,624,278 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,624,278 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETTY BROWN CASEY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16803 CRABBS BRANCH WAY | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $218,198,622 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS INVESTMENTS INCLUDING REAL ESTATE, STOCKS, AND CASH | NoncashPropertyDesc |
| Fair Market Value | $218,198,622 | FairMarketValueAmt |
| Received | 2024-08-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,904 | Amt |
| Net Investment Income | $5,452 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,452 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (121 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES-LLC | 2023-06-01 | $19,670 | $703 | SL | 7.000000000000 | $2,810 | $0 | |
| MACHINERY AND EQUIPMENT-LLC | 2023-06-01 | $51,430 | $2,572 | SL | 5.000000000000 | $10,286 | $0 | |
| 2023 FORD VAN-LLC | 2023-08-18 | $52,190 | SL | 5.000000000000 | $10,438 | $0 | ||
| 2023 FORD VAN-LLC | 2023-08-18 | $54,930 | SL | 5.000000000000 | $10,986 | $0 | ||
| 2022 RAM 2500 TRUCK-LLC | 2023-08-18 | $53,740 | SL | 5.000000000000 | $10,748 | $0 | ||
| VEHICLES-LLC | 2023-06-01 | $102,660 | $5,133 | SL | 5.000000000000 | $20,532 | $0 | |
| CRABBS BRANCH BUILD OUT LLC | 2023-06-01 | $46,250 | $420 | SL | 27.500000000000 | $1,682 | $0 | |
| OFFICE BLDG.- MONTGOMERY CO.MD | 2019-06-01 | $5,472,000 | $719,081 | SL | 39.000000000000 | $140,308 | $140,308 | |
| CASEY CORNER- 5706 904 CENTER PARCEL E LAND | 1987-06-01 | $1,063,000 | L | $0 | $0 | |||
| CASEY CORNER- 5706 904 CENTER PARCEL E MAIN SECTION | 1987-06-01 | $2,951,000 | $2,729,675 | SL | 40.000000000000 | $73,775 | $73,775 | |
| CASEY CORNER SHOPPING CENTER-PARCEL F BLDG | 1987-06-01 | $614,527 | $519,846 | SL | 40.000000000000 | $15,363 | $15,363 | |
| CASEY CORNER SHOPPING CENTER-PARCEL D BLDG | 1987-06-01 | $186,000 | $186,000 | SL | $0 | $0 | 0.000000000000 | |
| CASEY CORNER SHOPPING CENTER-PARCEL G BLDG | 1987-06-01 | $44,646 | $44,646 | SL | $0 | $0 | 0.000000000000 | |
| CASEY CORNER SHOPPING CENTER-ALLENTOWN RD BLDG | 1987-06-01 | $313,334 | $313,334 | SL | $0 | $0 | 0.000000000000 | |
| OLD ROY ROGERS BLDG | 1987-06-01 | $230,424 | $230,424 | SL | $0 | $0 | 0.000000000000 | |
| OLD HOUSE LOT LAND | 1987-06-01 | $61,490 | L | $0 | $0 | |||
| LIGON KNOLLS, 10006 HURST STREET | 2021-06-01 | $94,763 | $94,763 | SL | 20.000000000000 | $0 | $0 | |
| LIGON KNOLLS, 10007 HURST STREET | 2021-06-01 | $95,346 | $95,346 | SL | 20.000000000000 | $0 | $0 | |
| LIGON KNOLLS, 10008 HURST STREET | 2021-06-01 | $95,211 | $95,211 | SL | 20.000000000000 | $0 | $0 | |
| LIGON KNOLLS, 10009 HURST STREET | 2021-06-01 | $94,685 | $94,685 | SL | 20.000000000000 | $0 | $0 | |
| LIGON KNOLLS, 10011 HURST STREET | 2021-06-01 | $94,554 | $94,554 | SL | 20.000000000000 | $0 | $0 | |
| LIGON KNOLLS, 10102 HURST STREET | 2021-06-01 | $94,670 | $94,670 | SL | 20.000000000000 | $0 | $0 | |
| LIGON KNOLLS, 5816 GREENLAWN DRIVE | 2021-06-01 | $94,392 | $94,392 | SL | 20.000000000000 | $0 | $0 | |
| LIGON KNOLLS, 5820 GREENLAWN DRIVE | 2021-06-01 | $94,430 | $94,430 | SL | 20.000000000000 | $0 | $0 | |
| LIGON KNOLLS, 5825 GREENLAWN DRIVE | 2021-06-01 | $94,747 | $94,747 | SL | 20.000000000000 | $0 | $0 | |
| LIGON KNOLLS, 5900 GREENLAWN DRIVE | 2021-06-01 | $94,685 | $94,685 | SL | 20.000000000000 | $0 | $0 | |
| LIGON KNOLLS, 5903 GREENLAWN DRIVE | 2021-06-01 | $96,132 | $96,132 | SL | 20.000000000000 | $0 | $0 | |
| LIGON KNOLLS, 5904 GREENLAWN DRIVE | 2021-06-01 | $94,569 | $94,569 | SL | 20.000000000000 | $0 | $0 | |
| LIGON KNOLLS, 5905 GREENLAWN DRIVE | 2021-06-01 | $94,654 | $94,654 | SL | 20.000000000000 | $0 | $0 | |
| LIGON KNOLLS, 5907 GREENLAWN DRIVE | 2021-06-01 | $94,585 | $94,585 | SL | 20.000000000000 | $0 | $0 | |
| PLAT 10274 ROSEMONT SEC 2 57-79 WEST DEER PARK / TOWNHOUSES | 2021-06-01 | $911,561 | $911,561 | SL | 20.000000000000 | $0 | $0 | |
| ROSEMONT SEC 2, 9009 ROSEMONT AVENUE | 2021-06-01 | $106,928 | $106,928 | SL | 20.000000000000 | $0 | $0 | |
| ALTA VISTA JOHNSONS SUB 5521 OAKMONT AVENUE | 2021-06-01 | $84,676 | $84,676 | SL | 20.000000000000 | $0 | $0 | |
| ALTA VISTA JOHNSONS SUB 5615 OAKMONT AVENUE | 2021-06-01 | $88,630 | $88,630 | SL | 20.000000000000 | $0 | $0 | |
| CASEY & BLANDFORD ADD ROCKVILLE 210 BLANDFORD STREET | 2021-06-01 | $77,490 | $77,490 | SL | 20.000000000000 | $0 | $0 | |
| CASEY & BLANDFORD ADD ROCKVILLE 212 BLANDFORD STREET | 2021-06-01 | $77,794 | $77,794 | SL | 20.000000000000 | $0 | $0 | |
| CASEY & BLANDFORD ADD ROCKVILLE 213 BLANDFORD STREET | 2021-06-01 | $75,385 | $75,385 | SL | 20.000000000000 | $0 | $0 | |
| CASEY & BLANDFORD ADD ROCKVILLE 214 BLANDFORD STREET | 2021-06-01 | $77,254 | $77,254 | SL | 20.000000000000 | $0 | $0 | |
| CASEY & BLANDFORD ADD ROCKVILLE 215 BLANDFORD STREET | 2021-06-01 | $65,535 | $65,535 | SL | 20.000000000000 | $0 | $0 | |
| CASEY & BLANDFORD ADD ROCKVILLE 216 BLANDFORD STREET | 2021-06-01 | $77,817 | $77,817 | SL | 20.000000000000 | $0 | $0 | |
| CASEY & BLANDFORD ADD ROCKVILLE 217 BLANDFORD STREET | 2021-06-01 | $66,683 | $66,683 | SL | 20.000000000000 | $0 | $0 | |
| CASEY & BLANDFORD ADD ROCKVILLE 218 BLANDFORD STREET | 2021-06-01 | $77,254 | $77,254 | SL | 20.000000000000 | $0 | $0 | |
| CASEY & BLANDFORD ADD ROCKVILLE 219 BLANDFORD STREET | 2021-06-01 | $74,677 | $74,677 | SL | 20.000000000000 | $0 | $0 | |
| CASEY & BLANDFORD ADD ROCKVILLE 220 BLANDFORD STREET | 2021-06-01 | $77,794 | $77,794 | SL | 20.000000000000 | $0 | $0 | |
| CASEY & BLANDFORD ADD ROCKVILLE 222 BLANDFORD STREET | 2021-06-01 | $77,777 | $77,777 | SL | 20.000000000000 | $0 | $0 | |
| MT. PLEASEANT 5134/362..CHASE FARM | $210,000 | L | $0 | $0 | ||||
| OWENS DISC ETC 5555/566.. SUTLIFF FARM | $1,228,000 | L | $0 | $0 | ||||
| OWENS CONCLUSION 5555/566.. SUTLIFF FARM | $20,000 | L | $0 | $0 | ||||
| THREE BROTHERS RICHLAND 5212/86... TUVE FARM | $875,000 | L | $0 | $0 | ||||
| GRUBBY THICKET 4846/595.BRODIE FARM (DAWSONVILLE) | $1,216,000 | L | $0 | $0 | ||||
| AIX LA CHAPPELLE GRUBBBY THICKET 3121/298..SELLMAN FARM | $710,000 | L | $0 | $0 | ||||
| AIX LA CHAPPELLE 3121/298.. PART OF WRIGHT FARM | $1,500 | L | $0 | $0 | ||||
| PARTNERSHIP 2472/388 PART OF H. SMITH FARM | $30,000 | L | $0 | $0 | ||||
| ADD TO PARTNERSHIP 2472/88H. SMITH FARM | $775,000 | L | $0 | $0 | ||||
| PARTNERSHIP 2305/593..PART OF MARCHANT FARM | $1,500 | L | $0 | $0 | ||||
| WOODSTOCK THOMAS FARM 6295/036 | $800,000 | L | $0 | $0 | ||||
| PT CONCLUSION 2305/593... PART OF MAGRUDER FARM | $500,000 | L | $0 | $0 | ||||
| THOMAS DISCOVERY PT CONCLUSION 2305/593..MAGRUDER FARM | $1,084,000 | L | $0 | $0 | ||||
| POOLES RIGHT 5113/237GOTHAM I | $480,000 | L | $0 | $0 | ||||
| PARTNERSHIP 5434/607..GOTHAM II | $300,000 | L | $0 | $0 | ||||
| CHISWELL INHERITANCE SUGARLAND ROAD | $36,480 | L | $0 | $0 | ||||
| FRIENDSHIP 5419/761.GILDAR FARM RT 107 | $237,000 | L | $0 | $0 | ||||
| W/S RTE 75 @ CRICKENBERGER ROAD FARM LAND FREDERICK MD | $1,928,257 | L | $0 | $0 | ||||
| PLAT 9308 R/W ROSEMONT SEC 3.ROSEMONT RIGHT OF WAY | $3,000 | L | $0 | $0 | ||||
| HAMMONDS ADVENTURE 1125/61 FLEET | $700,000 | L | $0 | $0 | ||||
| PT LTS 3/4 CROYDEN PARK 1588/473 3960/29 PARK ROAD LOTS | $30,000 | L | $0 | $0 | ||||
| P6-7 CROYDEN PARK 1588/473 3960/29 PARK ROAD LOTS | $25,000 | L | $0 | $0 | ||||
| PINEY GROVE 2436-455 BOSWELL LANE | $105,000 | L | $0 | $0 | ||||
| HAMMONDS ADVENTURE 1125/61 BEHIND BLANDFORD HOUSES | $3,000 | L | $0 | $0 | ||||
| POOLESVILLE LOT 1961-30 | $10,000 | L | $0 | $0 | ||||
| LIGON KNOLLS, 10006 HURST STREET | 2021-06-01 | $55,237 | L | $0 | $0 | |||
| LIGON KNOLLS, 10007 HURST STREET | 2021-06-01 | $54,654 | L | $0 | $0 | |||
| LIGON KNOLLS, 10008 HURST STREET | 2021-06-01 | $54,789 | L | $0 | $0 | |||
| LIGON KNOLLS, 10009 HURST STREET | 2021-06-01 | $55,315 | L | $0 | $0 | |||
| LIGON KNOLLS, 10011 HURST STREET | 2021-06-01 | $55,446 | L | $0 | $0 | |||
| LIGON KNOLLS, 10102 HURST STREET | 2021-06-01 | $55,330 | L | $0 | $0 | |||
| LIGON KNOLLS, 5816 GREENLAWN DRIVE | 2021-06-01 | $55,608 | L | $0 | $0 | |||
| LIGON KNOLLS, 5820 GREENLAWN DRIVE | 2021-06-01 | $55,570 | L | $0 | $0 | |||
| LIGON KNOLLS, 5825 GREENLAWN DRIVE | 2021-06-01 | $55,253 | L | $0 | $0 | |||
| LIGON KNOLLS, 5900 GREENLAWN DRIVE | 2021-06-01 | $55,315 | L | $0 | $0 | |||
| LIGON KNOLLS, 5903 GREENLAWN DRIVE | 2021-06-01 | $53,868 | L | $0 | $0 | |||
| LIGON KNOLLS, 5904 GREENLAWN DRIVE | 2021-06-01 | $55,431 | L | $0 | $0 | |||
| LIGON KNOLLS, 5905 GREENLAWN DRIVE | 2021-06-01 | $55,346 | L | $0 | $0 | |||
| LIGON KNOLLS, 5907 GREENLAWN DRIVE | 2021-06-01 | $55,415 | L | $0 | $0 | |||
| PLAT 10274 ROSEMONT SEC 2 57-79 WEST DEER PARK / TOWNHOUSES | 2021-06-01 | $302,428 | L | $0 | $0 | |||
| ROSEMONT SEC 2, 9009 ROSEMONT AVENUE | 2021-06-01 | $43,072 | L | $0 | $0 | |||
| ALTA VISTA JOHNSONS SUB 5521 OAKMONT AVENUE | 2021-06-01 | $65,324 | L | $0 | $0 | |||
| ALTA VISTA JOHNSONS SUB 5615 OAKMONT AVENUE | 2021-06-01 | $61,370 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 210 BLANDFORD STREET | 2021-06-01 | $32,510 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 212 BLANDFORD STREET | 2021-06-01 | $32,206 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 213 BLANDFORD STREET | 2021-06-01 | $34,615 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 214 BLANDFORD STREET | 2021-06-01 | $32,746 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 215 BLANDFORD STREET | 2021-06-01 | $44,465 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 216 BLANDFORD STREET | 2021-06-01 | $32,183 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 217 BLANDFORD STREET | 2021-06-01 | $43,317 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 218 BLANDFORD STREET | 2021-06-01 | $32,746 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 219 BLANDFORD STREET | 2021-06-01 | $35,323 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 220 BLANDFORD STREET | 2021-06-01 | $32,206 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 222 BLANDFORD STREET | 2021-06-01 | $32,223 | L | $0 | $0 | |||
| OFFICE BLDG.- MONTGOMERY CO.MD LAND | 2019-06-01 | $2,128,000 | L | $0 | $0 | |||
| DALAMAR APARTMENTS-BLDG | 2023-06-15 | $12,050,000 | $109,545 | SL | 27.500000000000 | $438,182 | $438,182 | |
| ROSEDALE APARTMENTS-BLDG | 2023-06-15 | $19,225,000 | $174,773 | SL | 27.500000000000 | $699,091 | $699,091 | |
| ROSEDALE APARTMENTS-LAND | 2023-06-15 | $3,060,000 | L | $0 | $0 | |||
| SHADY GROVE & ROUTE 355 LAND | 2023-06-15 | $20,460,000 | L | $0 | $0 | |||
| WAREHOUSE | 2023-06-15 | $12,620,000 | $80,897 | SL | 39.000000000000 | $323,590 | $323,590 | |
| MARCHANT FARM-19.75 ACRES | $56,750 | L | $0 | $0 | ||||
| POOLE RIGHT 2149-557-WRIGHT FARM | $816,000 | L | $0 | $0 | ||||
| PRINTERS -LLC | 2024-05-22 | $2,035 | SL | 5.000000000000 | $102 | $0 | ||
| COMPUTERS-LLC | 2024-05-31 | $7,292 | SL | 5.000000000000 | $365 | $0 | ||
| 115 PARK AVENUE | 2023-09-08 | $200,000 | SL | 27.500000000000 | $7,273 | $7,273 | ||
| 16405 ALDEN AVENUE | 2023-09-08 | $460,000 | SL | 27.500000000000 | $16,727 | $16,727 | ||
| 16417 ALDEN AVENUE | 2023-09-08 | $460,000 | SL | 27.500000000000 | $16,727 | $16,727 | ||
| 221 BLANDFORD STREET | 2023-09-08 | $352,000 | SL | 27.500000000000 | $12,800 | $12,800 | ||
| 8900 EDGEWOOD DRIVE | 2023-09-08 | $440,000 | SL | 27.500000000000 | $16,000 | $16,000 | ||
| 8908 EDGEWOOD DRIVE | 2023-09-08 | $424,000 | SL | 27.500000000000 | $15,418 | $15,418 | ||
| 115 PARK AVENUE-LAND | 2023-09-08 | $50,000 | L | $0 | $0 | |||
| 16405 ALDEN AVENUE-LAND | 2023-09-08 | $115,000 | L | $0 | $0 | |||
| 16417 ALDEN AVENUE- LAND | 2023-09-08 | $115,000 | L | $0 | $0 | |||
| 221 BLANDFORD STREET-LAND | 2023-09-08 | $88,000 | L | $0 | $0 | |||
| 8900 EDGEWOOD DRIVE-LAND | 2023-09-08 | $110,000 | L | $0 | $0 | |||
| 8908 EDGEWOOD DRIVE-LAND | 2023-09-08 | $106,000 | L | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PAGE 5, PART VI-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | CASEY MANAGEMENT GROUP, LLC THIS ENTITIY IS A SINGLE MEMBER LLC WHOLLY OWNED BY THE FOUNDATION AND ALL THE ACTIVITY IS REPORTED ON THE RETURN.BERNARD CORPORATION 39-0774588BLANDFORD CASEY CORPORATION 52-0564323CLAREDON BETHESDA CORPORATION 52-0570431HEARTLAND DEVELOPMENT CORPORATION 52-0712433NANCY CORPORATION 53-0181104ROCKVILLE DEVELOPMENT CORPORATION 52-0562379THE FOUNDATION OWNS 100% OF THESE CORPORATIONS THROUGH DONATION FROM THE BETTY BROWN CASEY TRUST THIS YEAR. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WILLIAM BLAIR INVESTMENTS-CORPORATE BONDS | BondNm |
| EOY Book Value | $1,835,797 | EOYBookValueAmt |
| EOYFMV | $1,835,797 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WILLIAM BLAIR INVESTMENTS-EQUITIES | StockNm |
| EOY Book Value | $72,721,941 | EOYBookValueAmt |
| EOYFMV | $72,721,941 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,909,614 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $19,909,614 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $22,997,027 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $22,997,027 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLD COINS | FMV | $398,614 | $398,614 |
| GOLD COINS-LLC | FMV | $97,185 | $97,185 |
| STEPHENSON FARM JOINT VENTURE PARTNERSHIP K-1 INVESTMENT | FMV | $1,500,000 | $1,500,000 |
| PASCAGOULA CELLULAR PARTNERSHIP K-1 INVESTMENT | FMV | $172,000 | $172,000 |
| PETERSBURG CELLULAR PARTNERSHIP K-1 INVESTMENT | FMV | $909,000 | $909,000 |
| PITTSFIELD CELLULAR PARTNERSHIP K-1 INVESTMENT | FMV | $622,000 | $622,000 |
| PIXELLIGENT TECHNOLOGIES PARTNERSHIP K-1 INVESTMENT | FMV | $1,222,000 | $1,222,000 |
| BLACKOAK IV LP | FMV | $527,570 | $527,570 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (119 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE AND FIXTURES-LLC | $19,670 | $3,513 | $16,157 |
| MACHINERY AND EQUIPMENT-LLC | $51,430 | $12,858 | $38,572 |
| 2023 FORD VAN-LLC | $52,190 | $10,438 | $41,752 |
| 2023 FORD VAN-LLC | $54,930 | $10,986 | $43,944 |
| 2022 RAM 2500 TRUCK-LLC | $53,740 | $10,748 | $42,992 |
| VEHICLES-LLC | $102,660 | $25,665 | $76,995 |
| CRABBS BRANCH BUILD OUT LLC | $46,250 | $2,102 | $44,148 |
| OFFICE BLDG.- MONTGOMERY CO.MD | $5,472,000 | $859,389 | $4,612,611 |
| CASEY CORNER- 5706 904 CENTER PARCEL E LAND | $1,063,000 | $0 | $1,063,000 |
| CASEY CORNER- 5706 904 CENTER PARCEL E MAIN SECTION | $2,951,000 | $2,803,450 | $147,550 |
| CASEY CORNER SHOPPING CENTER-PARCEL F BLDG | $614,527 | $535,209 | $79,318 |
| CASEY CORNER SHOPPING CENTER-PARCEL D BLDG | $186,000 | $186,000 | $0 |
| CASEY CORNER SHOPPING CENTER-PARCEL G BLDG | $44,646 | $44,646 | $0 |
| CASEY CORNER SHOPPING CENTER-ALLENTOWN RD BLDG | $313,334 | $313,334 | $0 |
| OLD ROY ROGERS BLDG | $230,424 | $230,424 | $0 |
| OLD HOUSE LOT LAND | $61,490 | $0 | $61,490 |
| LIGON KNOLLS, 10006 HURST STREET | $94,763 | $94,763 | $0 |
| LIGON KNOLLS, 10007 HURST STREET | $95,346 | $95,346 | $0 |
| LIGON KNOLLS, 10008 HURST STREET | $95,211 | $95,211 | $0 |
| LIGON KNOLLS, 10009 HURST STREET | $94,685 | $94,685 | $0 |
| LIGON KNOLLS, 10011 HURST STREET | $94,554 | $94,554 | $0 |
| LIGON KNOLLS, 10102 HURST STREET | $94,670 | $94,670 | $0 |
| LIGON KNOLLS, 5816 GREENLAWN DRIVE | $94,392 | $94,392 | $0 |
| LIGON KNOLLS, 5820 GREENLAWN DRIVE | $94,430 | $94,430 | $0 |
| LIGON KNOLLS, 5825 GREENLAWN DRIVE | $94,747 | $94,747 | $0 |
| LIGON KNOLLS, 5900 GREENLAWN DRIVE | $94,685 | $94,685 | $0 |
| LIGON KNOLLS, 5903 GREENLAWN DRIVE | $96,132 | $96,132 | $0 |
| LIGON KNOLLS, 5904 GREENLAWN DRIVE | $94,569 | $94,569 | $0 |
| LIGON KNOLLS, 5905 GREENLAWN DRIVE | $94,654 | $94,654 | $0 |
| LIGON KNOLLS, 5907 GREENLAWN DRIVE | $94,585 | $94,585 | $0 |
| PLAT 10274 ROSEMONT SEC 2 57-79 WEST DEER PARK / TOWNHOUSES | $911,561 | $911,561 | $0 |
| ROSEMONT SEC 2, 9009 ROSEMONT AVENUE | $106,928 | $106,928 | $0 |
| ALTA VISTA JOHNSONS SUB 5521 OAKMONT AVENUE | $84,676 | $84,676 | $0 |
| ALTA VISTA JOHNSONS SUB 5615 OAKMONT AVENUE | $88,630 | $88,630 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 210 BLANDFORD STREET | $77,490 | $77,490 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 212 BLANDFORD STREET | $77,794 | $77,794 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 213 BLANDFORD STREET | $75,385 | $75,385 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 214 BLANDFORD STREET | $77,254 | $77,254 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 215 BLANDFORD STREET | $65,535 | $65,535 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 216 BLANDFORD STREET | $77,817 | $77,817 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 217 BLANDFORD STREET | $66,683 | $66,683 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 218 BLANDFORD STREET | $77,254 | $77,254 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 219 BLANDFORD STREET | $74,677 | $74,677 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 220 BLANDFORD STREET | $77,794 | $77,794 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 222 BLANDFORD STREET | $77,777 | $77,777 | $0 |
| MT. PLEASEANT 5134/362..CHASE FARM | $210,000 | $0 | $210,000 |
| OWENS DISC ETC 5555/566.. SUTLIFF FARM | $1,228,000 | $0 | $1,228,000 |
| OWENS CONCLUSION 5555/566.. SUTLIFF FARM | $20,000 | $0 | $20,000 |
| THREE BROTHERS RICHLAND 5212/86... TUVE FARM | $875,000 | $0 | $875,000 |
| GRUBBY THICKET 4846/595.BRODIE FARM (DAWSONVILLE) | $1,216,000 | $0 | $1,216,000 |
| AIX LA CHAPPELLE GRUBBBY THICKET 3121/298..SELLMAN FARM | $710,000 | $0 | $710,000 |
| AIX LA CHAPPELLE 3121/298.. PART OF WRIGHT FARM | $1,500 | $0 | $1,500 |
| PARTNERSHIP 2472/388 PART OF H. SMITH FARM | $30,000 | $0 | $30,000 |
| ADD TO PARTNERSHIP 2472/88H. SMITH FARM | $775,000 | $0 | $775,000 |
| PARTNERSHIP 2305/593..PART OF MARCHANT FARM | $1,500 | $0 | $1,500 |
| WOODSTOCK THOMAS FARM 6295/036 | $800,000 | $0 | $800,000 |
| PT CONCLUSION 2305/593... PART OF MAGRUDER FARM | $500,000 | $0 | $500,000 |
| THOMAS DISCOVERY PT CONCLUSION 2305/593..MAGRUDER FARM | $1,084,000 | $0 | $1,084,000 |
| POOLES RIGHT 5113/237GOTHAM I | $480,000 | $0 | $480,000 |
| PARTNERSHIP 5434/607..GOTHAM II | $300,000 | $0 | $300,000 |
| CHISWELL INHERITANCE SUGARLAND ROAD | $36,480 | $0 | $36,480 |
| FRIENDSHIP 5419/761.GILDAR FARM RT 107 | $237,000 | $0 | $237,000 |
| W/S RTE 75 @ CRICKENBERGER ROAD FARM LAND FREDERICK MD | $1,928,257 | $0 | $1,928,257 |
| PLAT 9308 R/W ROSEMONT SEC 3.ROSEMONT RIGHT OF WAY | $3,000 | $0 | $3,000 |
| HAMMONDS ADVENTURE 1125/61 FLEET | $700,000 | $0 | $700,000 |
| PT LTS 3/4 CROYDEN PARK 1588/473 3960/29 PARK ROAD LOTS | $30,000 | $0 | $30,000 |
| P6-7 CROYDEN PARK 1588/473 3960/29 PARK ROAD LOTS | $25,000 | $0 | $25,000 |
| PINEY GROVE 2436-455 BOSWELL LANE | $105,000 | $0 | $105,000 |
| HAMMONDS ADVENTURE 1125/61 BEHIND BLANDFORD HOUSES | $3,000 | $0 | $3,000 |
| POOLESVILLE LOT 1961-30 | $10,000 | $0 | $10,000 |
| LIGON KNOLLS, 10006 HURST STREET | $55,237 | $0 | $55,237 |
| LIGON KNOLLS, 10007 HURST STREET | $54,654 | $0 | $54,654 |
| LIGON KNOLLS, 10008 HURST STREET | $54,789 | $0 | $54,789 |
| LIGON KNOLLS, 10009 HURST STREET | $55,315 | $0 | $55,315 |
| LIGON KNOLLS, 10011 HURST STREET | $55,446 | $0 | $55,446 |
| LIGON KNOLLS, 10102 HURST STREET | $55,330 | $0 | $55,330 |
| LIGON KNOLLS, 5816 GREENLAWN DRIVE | $55,608 | $0 | $55,608 |
| LIGON KNOLLS, 5820 GREENLAWN DRIVE | $55,570 | $0 | $55,570 |
| LIGON KNOLLS, 5825 GREENLAWN DRIVE | $55,253 | $0 | $55,253 |
| LIGON KNOLLS, 5900 GREENLAWN DRIVE | $55,315 | $0 | $55,315 |
| LIGON KNOLLS, 5903 GREENLAWN DRIVE | $53,868 | $0 | $53,868 |
| LIGON KNOLLS, 5904 GREENLAWN DRIVE | $55,431 | $0 | $55,431 |
| LIGON KNOLLS, 5905 GREENLAWN DRIVE | $55,346 | $0 | $55,346 |
| LIGON KNOLLS, 5907 GREENLAWN DRIVE | $55,415 | $0 | $55,415 |
| PLAT 10274 ROSEMONT SEC 2 57-79 WEST DEER PARK / TOWNHOUSES | $302,428 | $0 | $302,428 |
| ROSEMONT SEC 2, 9009 ROSEMONT AVENUE | $43,072 | $0 | $43,072 |
| ALTA VISTA JOHNSONS SUB 5521 OAKMONT AVENUE | $65,324 | $0 | $65,324 |
| ALTA VISTA JOHNSONS SUB 5615 OAKMONT AVENUE | $61,370 | $0 | $61,370 |
| CASEY & BLANDFORD ADD ROCKVILLE 210 BLANDFORD STREET | $32,510 | $0 | $32,510 |
| CASEY & BLANDFORD ADD ROCKVILLE 212 BLANDFORD STREET | $32,206 | $0 | $32,206 |
| CASEY & BLANDFORD ADD ROCKVILLE 213 BLANDFORD STREET | $34,615 | $0 | $34,615 |
| CASEY & BLANDFORD ADD ROCKVILLE 214 BLANDFORD STREET | $32,746 | $0 | $32,746 |
| CASEY & BLANDFORD ADD ROCKVILLE 215 BLANDFORD STREET | $44,465 | $0 | $44,465 |
| CASEY & BLANDFORD ADD ROCKVILLE 216 BLANDFORD STREET | $32,183 | $0 | $32,183 |
| CASEY & BLANDFORD ADD ROCKVILLE 217 BLANDFORD STREET | $43,317 | $0 | $43,317 |
| CASEY & BLANDFORD ADD ROCKVILLE 218 BLANDFORD STREET | $32,746 | $0 | $32,746 |
| CASEY & BLANDFORD ADD ROCKVILLE 219 BLANDFORD STREET | $35,323 | $0 | $35,323 |
| CASEY & BLANDFORD ADD ROCKVILLE 220 BLANDFORD STREET | $32,206 | $0 | $32,206 |
| CASEY & BLANDFORD ADD ROCKVILLE 222 BLANDFORD STREET | $32,223 | $0 | $32,223 |
| OFFICE BLDG.- MONTGOMERY CO.MD LAND | $2,128,000 | $0 | $2,128,000 |
| DALAMAR APARTMENTS-BLDG | $12,050,000 | $547,727 | $11,502,273 |
| ROSEDALE APARTMENTS-BLDG | $19,225,000 | $873,864 | $18,351,136 |
| ROSEDALE APARTMENTS-LAND | $3,060,000 | $0 | $3,060,000 |
| SHADY GROVE & ROUTE 355 LAND | $20,460,000 | $0 | $20,460,000 |
| WAREHOUSE | $12,620,000 | $404,487 | $12,215,513 |
| PRINTERS -LLC | $2,035 | $102 | $1,933 |
| COMPUTERS-LLC | $7,292 | $365 | $6,927 |
| 115 PARK AVENUE | $200,000 | $7,273 | $192,727 |
| 16405 ALDEN AVENUE | $460,000 | $16,727 | $443,273 |
| 16417 ALDEN AVENUE | $460,000 | $16,727 | $443,273 |
| 221 BLANDFORD STREET | $352,000 | $12,800 | $339,200 |
| 8900 EDGEWOOD DRIVE | $440,000 | $16,000 | $424,000 |
| 8908 EDGEWOOD DRIVE | $424,000 | $15,418 | $408,582 |
| 115 PARK AVENUE-LAND | $50,000 | $0 | $50,000 |
| 16405 ALDEN AVENUE-LAND | $115,000 | $0 | $115,000 |
| 16417 ALDEN AVENUE- LAND | $115,000 | $0 | $115,000 |
| 221 BLANDFORD STREET-LAND | $88,000 | $0 | $88,000 |
| 8900 EDGEWOOD DRIVE-LAND | $110,000 | $0 | $110,000 |
| 8908 EDGEWOOD DRIVE-LAND | $106,000 | $0 | $106,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $255,803 | LegalFeesAmt |
| Net Investment Income | $255,803 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (9 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | $48,222 | $285,742 | $285,742 |
| OTHER ASSETS-LLC | $27,747 | $4,312 | $4,312 |
| CASEY MANAGEMENT GROUP LLC | $1,545,758 | $1,545,758 | $1,545,758 |
| BERNARD CASEY CORPORATION | $45,738,237 | $45,738,237 | |
| BLANDFORD CASEY CORPORATION | $26,082,305 | $26,082,305 | |
| CLARENDON BETHESDA CORPORATION | $39,482,813 | $39,482,813 | |
| HEARTLAND DEVELOPMENT CORPORATION | $3,238,916 | $3,238,916 | |
| NANCY CORPORATION | $14,958,520 | $14,958,520 | |
| ROCKVILLE DEVELOPMENT CORPORATION | $40,223,727 | $40,223,727 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $19,659,821 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $22,379 | $22,379 | $0 |
| INSURANCE-LLC | $121,610 | $0 | $121,610 |
| OFFICE EXPENSES | $368 | $0 | $368 |
| OFFICE EXPENSES-LLC | $55,249 | $0 | $55,248 |
| SECURITY SERVICES-LLC | $577,526 | $0 | $577,526 |
| PROGRAM PROJECTS- ROSEDALE PROJECT | $354,211 | $0 | $0 |
| RENTAL MAINTENANCE AND REPAIRS | $672,678 | $672,678 | $0 |
| RENTAL INSURANCE | $457,039 | $457,039 | $0 |
| RENTAL LANDSCAPING | $33,863 | $33,863 | $0 |
| RENTAL SECURITY | $105,342 | $105,342 | $0 |
| RENTAL TENANT BUILDOUT | $7,191 | $7,191 | $0 |
| RENTAL ADVERTISING | $364 | $364 | $0 |
| RENTAL UTILITIES | $516,765 | $516,765 | $0 |
| RENTAL VARIOUS OTHER EXPENSES | $1,415,127 | $1,415,127 | $0 |
| REAL ESTATE TAXES PAID | $1,219,296 | $1,219,296 | $0 |
| RENTAL PROFESSIONAL FEES | $60,365 | $60,365 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP K-1 INVESTMENT INCOME | $53,223 | $5,037 | $53,223 |
| ADMIN./MANAGMENT FEES | $3,511,021 | $3,511,021 | $3,511,021 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFER FROM CASEY MANAGEMENT INC. | Desc |
| Amt | $470,301 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $573,186 | BOYBookValueAmt |
| EOY Book Value | $539,456 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $91,319 | $54,546 | $36,773 |
| OTHER PROFESSIONAL FEES-LLC | $5,411 | $0 | $5,411 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MARYLAND PTE TAXES-LLC | CategoryTxt |
| Amt | $10,242 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,242 | DisbursementsCharitablePrpsAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| CASEY MANAGMENT GROUP LLC | ||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | 372096142 | THIS ENTITY IS A SMLLC WHOLLY OWNED BY THE FOUNDATION AND ALL ACTIVITY IS REPORTED ON THE RETURN. | $470,301 |
| BERNARD CORPORATION | ||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | 390774588 | 100% INTEREST IN CORPOATION WAS DONATED TO THE FOUNDATION | $0 |
| BLANDFORD CASEY CORPORATION | ||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | 520564323 | 100% INTEREST IN CORPOATION WAS DONATED TO THE FOUNDATION | $0 |
| CLAREDON BETHESDA CORPORATION | ||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | 520570431 | 100% INTEREST IN CORPOATION WAS DONATED TO THE FOUNDATION | $0 |
| HEARTLAND DEVELOPMENT CORPORATION | ||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | 520712433 | 100% INTEREST IN CORPOATION WAS DONATED TO THE FOUNDATION | $0 |
| NANCY CORPORATION | ||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | 530181104 | 100% INTEREST IN CORPOATION WAS DONATED TO THE FOUNDATION | $0 |
| ROCKVILLE DEVELOPMENT CORPORATION | ||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | 520562379 | 100% INTEREST IN CORPOATION WAS DONATED TO THE FOUNDATION | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,301 | TotalAmt |