2025-07-15T17:44:56-05:00 2024-08-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990PF 2023-09-01 526220316 EUGENE B CASEY FOUNDATION EUGE 3019486500 16803 CRABBS BRANCH WAY ROCKVILLE MD 20855 DONNA W SHEEHAN TRUSTEE 3019486500 2025-07-15 1 1 FRANK H SMITH P00639053 2022274000 2025-07-15 2023 2025-03-06 01:10:19Z X 471670161 X 218198622 674 674 40513175 40513175 7796541 7796541 3308511 14237674 29807723 14237674 3564244 3516058 284310930 66064122 733076 366538 366538 445726 0 445726 648630 53067 630470 255803 255803 0 10904 5452 5452 96730 54546 42184 10242 0 10242 1843203 1775254 59827 0 66864 5619373 4510409 754752 9723514 7021069 2322228 5262000 5412000 14985514 7021069 7734228 269325416 59043053 1545456 3383320 3383320 7403358 8948037 8948037 87106 772726 772726 1962477 42906641 42906641 23419210 72721941 72721941 3524053 1835797 1835797 16863036 5448369 5448369 100072344 10304930 89554040 89767414 164093000 1621727 171560330 171560330 145980463 397344575 471670161 14721 1276667 573186 539456 587907 1816123 X 145392556 395528452 145392556 395528452 145980463 397344575 145392556 269325416 470301 415188273 19659821 395528452 WILLIAM BLAIR #4457 INVESTMENT ST 2024-08-31 98040 136907 -38867 -38867 WILLIAM BLAIR #4457 INVESTMENT LT 2024-08-31 4375958 4278498 97460 97460 SALE OF AUDI P 2024-08-16 20000 20000 20000 SALE OF WRIGHT FARM P 2024-09-27 2915000 913639 2001361 2001361 WILLIAM BLAIR #35559 INVESTMENT ST 2024-08-31 4878154 5151414 -273260 -273260 WILLIAM BLAIR #35559 INVESTMENT LT 2024-08-31 17520191 5089591 12430600 12430600 CAPITAL GAINS DIVIDENDS P 380 380 380 14237674 820698 0 820698 0 820698 772726 0 65000 0 837726 709 16319 16319 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MD 1 0 0 1 0 1 N/A DONNA W SHEEHAN CPA 3019486500 16803 CRABBS BRANCH WAY ROCKVILLE MD 20855 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONNA W SHEEHAN CPA 16803 CRABBS BRANCH WAY ROCKVILLE MD 20855 TRUSTEE 40.00 366538 28067 0 MIRNA L LOPEZ 16803 CRABBS BRANCH WAY ROCKVILLE MD 20855 TRUSTEE 40.00 366538 28067 0 BRENDAN V SULLIVAN JR 16803 CRABBS BRANCH WAY ROCKVILLE MD 20855 TRUSTEE 1.00 0 0 0 ANDREW HORMAN 16803 CRABBS BRANCH WAY ROCKVILLE MD 20855 EXECUTIVE DIRECTOR 40.00 159231 12048 0 TONY HARRISON 16803 CRABBS BRANCH WAY ROCKVILLE MD 20855 PROPERTY MAINTENANCE 40.00 97650 7427 0 BENEDICTE KRUKOWICZ 16803 CRABBS BRANCH WAY ROCKVILLE MD 20855 ADMIN. ASSISTANT 40.00 76527 6156 0 TERRY HAWKINS 16803 CRABBS BRANCH WAY ROCKVILLE MD 20855 PROPERTY MAINTENANCE 40.00 67738 5367 0 CYNTHIA CERMENO 16803 CRABBS BRANCH WAY ROCKVILLE MD 20855 OFFICE MANAGER 40.00 61194 4796 0 0 RL OATMAN & ASSOC LLC 600 FAIRMOUNT AVE 101 BALTIMORE MD 21286 SECURITY 577284 ROSEDALE CHARITABLE PROJECT- SELZER GURVITCH 4416 EAST WEST HIGHWAY 4TH FL BETHESDA MD 20814 LEGAL FEES 221187 SELZER GURVITCH RABIN WERTHEIMER & POLOTT 4416 EAST WEST HIGHWAY 4TH FL BETHESDA MD 20814 LEGAL FEES 150770 RODGERS CONSULTING INC 19847 CENTURY BLVD SUITE 200 GERMANTOWN MD 20874 ENGINEERING 91371 MORGAN LEWIS & BOCKIUS LLP 1111 PENNSYLVANIA AVENUE NW WASHINGTON DC 200042541 LEGAL FEES 83516 0 ROSEDALE APARTMENTS HOUSING PROJECT CONTRIBUTION OF $22,285,000 RECEIVED DURING THE YEAR . 0 DALAMAR APARTMENTS HOUSING PROJECT $12,050,000 WILL BE RENOVATED FOR LOW INCOME HOUSING. 0 0 72248857 10565077 314940513 397754447 0 0 397754447 5966317 391788130 19589407 19589407 820698 2536 823234 18766173 150000 18916173 0 18916173 7734228 0 9327 65000000 72743555 18916173 0 0 610583 610583 72743555 0 0 0 18916173 53827382 0 0 54437965 0 0 0 0 0 0 0 54437965 610583 53827382 X DONNA W SHEEHAN CPA 16803 CRABBS BRANCH WAY ROCKVILLE MD 20855 3019486500 NO SPECIFIC FORMAT, INCLUDE ANNUAL REPORT AND PURPOSE OF GRANT NO DEADLINES GRANTS ARE GENERALLY IN METROPOLITAN WASHINGTON AREA ACTION YOUTH MEDIA 900 WAYNE AVE SILVER SPRING MD 20910 PC GENERAL OPERATING EXPENSES 5000 AMERICAN INDIAN COLLEGE FUND P O BOX 172449 DENVER CO 80217 PC GENERAL OPERATING EXPENSES 5000 BARNS OF ROSE HILL ENDOWMENT 95 CHALMERS COURT BERRYVILLE VA 22611 PC GENERAL OPERATING EXPENSES 100000 CABIN JOHN PARK VOLUNTEER FIRE DEPT 8001 RIVER ROAD BETHESDA MD 20817 PC GENERAL OPERATING EXPENSES 5000 CAL RIPKEN SR FOUNDATION 1427 CLARKVIEW ROAD STE 100 BALTIMORE MD 21209 PC GENERAL OPERATING EXPENSES 25000 CARE FOR ALS 11073 CENTRAL AVE RIDGLEY MD 21660 PC GENERAL OPERATING EXPENSES 136000 CARING FOR OTHERS LTD 8500 EXECTUTIVE PARK AVE STE 300 FAIRFAX VA 22031 PC GENERAL OPERATING EXPENSES 100000 CHILDREN'S LAW CENTER 501 3RD STREET NW WASHINGTON DC 20001 PC GENERAL OPERATING EXPENSES 25000 CHRIST CHILD SOCIETY 5101 WISCONSIM AVE NW WASHINGTON DC 20016 PC GENERAL OPERATING EXPENSES 25000 DONBOSCO CRISTOREY HIGH SCHOOL 1010 LARCH AVE TAKOA PARK MD 20912 PC GENERAL OPERATING EXPENSES 100000 DOWNTOWN HOPE 255 WEST ST ANNAPOLIS MD 21401 PC PATH TO HOPE PROGRAM 25000 EVERYMIND INC 1000 TWINBROOK PARKWAY ROCKVILLE MD 20851 PC GENERAL OPERATING EXPENSES 30000 FEED THE HUNGRY 500 E IRELAND RD SOUTH BEND IN 46614 PC GENERAL OPERATING EXPENSES 200000 FREEDOM ALLIANCE 22570 MARKEY COURT DULLES VA 20166 PC GENERAL OPERATING EXPENSES 5000 THE GAULT CENTER 1800 M ST NW FT1 BOX 33604 WASHINGTON DC 20033 PC GAULT JUVENILE JUSTICE CLINIC ENDOWNMENT FUND 50000 HOUSE OF RUTH 2201 ARGONNE DRIVE BALTIMORE MD 21218 PC GENERAL OPERATING EXPENSES 100000 IONA SENIOR SERVICES 4125 ALBEMARLE STREET NW WASHINGTON DC 20016 PC GENERAL OPERATING EXPENSES 50000 LITTLE SISTERS OF THE POOR 4200 HAREWOOD ROAD NE WASHNGTON DC 20017 PC GENERAL OPERATING EXPENSES 100000 MARYLAND SCHOOL FOR THE BLIND 3501 TAYLOR AVE NOTTINGHAM MD 21236 PC GENERAL OPERATING EXPENSES 300000 MERCY HEALTH CLINIC 7 METROPOLITAN COURT GAITHERBURG MD 20878 PC GENERAL OPERATING EXPENSES 100000 MISSION OF MERCY 22 SOUTH MARKET ST FREDERICK MD 21701 PC GENERAL OPERATING EXPENSES 50000 MONTGOMERY COUNTY CORPS MARYLAND 20021 AIRCRAFT DRIVE GERMANTOWN MD 20874 PC GENERAL OPERATING EXPENSES 200000 MY SISTER'S PLACE 1436 U STREET NW WASHINGTON DC 20009 PC GENERAL OPERATING EXPENSES 100000 OCEAN CITY VOLUNTEER FIRE CO 1409 PHILADELPHIA AVE OCEAN CITY MD 21842 PC GENERAL OPERATING EXPENSES 1000 OLNEY THEATRE CENTER 2001 OLNEY-SANDY SPRINGROAD OLNEY MD 20832 PC GENERAL OPERATING EXPENSES 300000 OLNEY THEATRE CENTER 2001 OLNEY-SANDY SPRINGROAD OLNEY MD 20832 PC GENERAL OPERATING EXPENSES 500000 OPERATION FINALLY HOME P O BOX 1218 MERRIFIELD VA 22116 PC GENERAL OPERATING EXPENSES 5000 OPERATION SMILE 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 PC GENERAL OPERATING EXPENSES 30000 PAWS FOR PURPLE HEARTS 10201 OLD REDWOOD HWY PENNGROVE CA 94951 PC GENERAL OPERATING EXPENSES 10000 REACH EVERY VOICE ACCESSABILITY 800 S FREDERICK AVE STE 210 GAITHERBURG MD 20877 PC GENERAL OPERATING EXPENSES 10000 REBUILDING TOGETHER MONTGOMERY CO 18255-A FLOWER HILL WAY GAITHERBURG MD 20879 PC GENERAL OPERATING EXPENSES 250000 SHRINERS HOSPITAL FOR CHILDREN 2900 ROCKY POINT DRIVE TAMPA FL 33607 PC GENERAL OPERATING EXPENSES 250000 SMITH ISLAND UNITED INC 20978 CALEB JONES RD EWELL MD 21824 PC GENERAL OPERATING EXPENSES 10000 SO WHAT ELSE INC ONE PRESERVE PKWY ROCKVILLE MD 20852 PC GENERAL OPERATING EXPENSES 20000 ST VINCENT PALLOTTI HIGH SCHOOL 113 ST MARYS PLACE LAUREL MD 20707 PC GENERAL OPERATING EXPENSES 20000 THE FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 PC GENERAL OPERATING EXPENSES 10000 THE METROPOLITAN WASHINGTON EAR INC 12061 TECH ROAD SILVER SPRING MD 20904 PC GENERAL OPERATING EXPENSES 100000 TRINITY WASHINGTON UNIVERSITY 125 MICHIGAN AVE NE WASHINGTON DC 20017 PC GENERAL OPERATING EXPENSES 25000 WANADA AUTOMOBILE DEALER EDUCATION 5301 WISCONSIN AVE NW STE 210 WASHINGTON DC 20015 PC GENERAL OPERATING EXPENSES 10000 WETA 3939 CAMPBELL AVENUE ARLINGTON VA 22206 PC THE SHARON ROCKEFELLER ENDOWMENT 2000000 THE FESTIVAL CENTER 1640 COLUMBIA RD NW 2ND FLOOR WASHINGTON DC 20009 PC GENERAL OPERATING EXPENSES 25000 5412000 0 14 674 14 40513175 16 3308511 16 3564244 18 14237674 0 61624278 0 61624278 0 0 0 0 0 0 0 0 0 0 X X 1 BETTY BROWN CASEY TRUST 16803 CRABBS BRANCH WAY ROCKVILLE MD 20855 218198622 X X 1 VARIOUS INVESTMENTS INCLUDING REAL ESTATE, STOCKS, AND CASH 218198622 2024-08-01 ACCOUNTING FEES 10904 5452 5452 FURNITURE AND FIXTURES-LLC 2023-06-01 19670 703 SL 7.000000000000 2810 0 MACHINERY AND EQUIPMENT-LLC 2023-06-01 51430 2572 SL 5.000000000000 10286 0 2023 FORD VAN-LLC 2023-08-18 52190 SL 5.000000000000 10438 0 2023 FORD VAN-LLC 2023-08-18 54930 SL 5.000000000000 10986 0 2022 RAM 2500 TRUCK-LLC 2023-08-18 53740 SL 5.000000000000 10748 0 VEHICLES-LLC 2023-06-01 102660 5133 SL 5.000000000000 20532 0 CRABBS BRANCH BUILD OUT LLC 2023-06-01 46250 420 SL 27.500000000000 1682 0 OFFICE BLDG.- MONTGOMERY CO.MD 2019-06-01 5472000 719081 SL 39.000000000000 140308 140308 CASEY CORNER- 5706 904 CENTER PARCEL E LAND 1987-06-01 1063000 L 0 0 CASEY CORNER- 5706 904 CENTER PARCEL E MAIN SECTION 1987-06-01 2951000 2729675 SL 40.000000000000 73775 73775 CASEY CORNER SHOPPING CENTER-PARCEL F BLDG 1987-06-01 614527 519846 SL 40.000000000000 15363 15363 CASEY CORNER SHOPPING CENTER-PARCEL D BLDG 1987-06-01 186000 186000 SL 0.000000000000 0 0 CASEY CORNER SHOPPING CENTER-PARCEL G BLDG 1987-06-01 44646 44646 SL 0.000000000000 0 0 CASEY CORNER SHOPPING CENTER-ALLENTOWN RD BLDG 1987-06-01 313334 313334 SL 0.000000000000 0 0 OLD ROY ROGERS BLDG 1987-06-01 230424 230424 SL 0.000000000000 0 0 OLD HOUSE LOT LAND 1987-06-01 61490 L 0 0 LIGON KNOLLS, 10006 HURST STREET 2021-06-01 94763 94763 SL 20.000000000000 0 0 LIGON KNOLLS, 10007 HURST STREET 2021-06-01 95346 95346 SL 20.000000000000 0 0 LIGON KNOLLS, 10008 HURST STREET 2021-06-01 95211 95211 SL 20.000000000000 0 0 LIGON KNOLLS, 10009 HURST STREET 2021-06-01 94685 94685 SL 20.000000000000 0 0 LIGON KNOLLS, 10011 HURST STREET 2021-06-01 94554 94554 SL 20.000000000000 0 0 LIGON KNOLLS, 10102 HURST STREET 2021-06-01 94670 94670 SL 20.000000000000 0 0 LIGON KNOLLS, 5816 GREENLAWN DRIVE 2021-06-01 94392 94392 SL 20.000000000000 0 0 LIGON KNOLLS, 5820 GREENLAWN DRIVE 2021-06-01 94430 94430 SL 20.000000000000 0 0 LIGON KNOLLS, 5825 GREENLAWN DRIVE 2021-06-01 94747 94747 SL 20.000000000000 0 0 LIGON KNOLLS, 5900 GREENLAWN DRIVE 2021-06-01 94685 94685 SL 20.000000000000 0 0 LIGON KNOLLS, 5903 GREENLAWN DRIVE 2021-06-01 96132 96132 SL 20.000000000000 0 0 LIGON KNOLLS, 5904 GREENLAWN DRIVE 2021-06-01 94569 94569 SL 20.000000000000 0 0 LIGON KNOLLS, 5905 GREENLAWN DRIVE 2021-06-01 94654 94654 SL 20.000000000000 0 0 LIGON KNOLLS, 5907 GREENLAWN DRIVE 2021-06-01 94585 94585 SL 20.000000000000 0 0 PLAT 10274 ROSEMONT SEC 2 57-79 WEST DEER PARK / TOWNHOUSES 2021-06-01 911561 911561 SL 20.000000000000 0 0 ROSEMONT SEC 2, 9009 ROSEMONT AVENUE 2021-06-01 106928 106928 SL 20.000000000000 0 0 ALTA VISTA JOHNSONS SUB 5521 OAKMONT AVENUE 2021-06-01 84676 84676 SL 20.000000000000 0 0 ALTA VISTA JOHNSONS SUB 5615 OAKMONT AVENUE 2021-06-01 88630 88630 SL 20.000000000000 0 0 CASEY & BLANDFORD ADD ROCKVILLE 210 BLANDFORD STREET 2021-06-01 77490 77490 SL 20.000000000000 0 0 CASEY & BLANDFORD ADD ROCKVILLE 212 BLANDFORD STREET 2021-06-01 77794 77794 SL 20.000000000000 0 0 CASEY & BLANDFORD ADD ROCKVILLE 213 BLANDFORD STREET 2021-06-01 75385 75385 SL 20.000000000000 0 0 CASEY & BLANDFORD ADD ROCKVILLE 214 BLANDFORD STREET 2021-06-01 77254 77254 SL 20.000000000000 0 0 CASEY & BLANDFORD ADD ROCKVILLE 215 BLANDFORD STREET 2021-06-01 65535 65535 SL 20.000000000000 0 0 CASEY & BLANDFORD ADD ROCKVILLE 216 BLANDFORD STREET 2021-06-01 77817 77817 SL 20.000000000000 0 0 CASEY & BLANDFORD ADD ROCKVILLE 217 BLANDFORD STREET 2021-06-01 66683 66683 SL 20.000000000000 0 0 CASEY & BLANDFORD ADD ROCKVILLE 218 BLANDFORD STREET 2021-06-01 77254 77254 SL 20.000000000000 0 0 CASEY & BLANDFORD ADD ROCKVILLE 219 BLANDFORD STREET 2021-06-01 74677 74677 SL 20.000000000000 0 0 CASEY & BLANDFORD ADD ROCKVILLE 220 BLANDFORD STREET 2021-06-01 77794 77794 SL 20.000000000000 0 0 CASEY & BLANDFORD ADD ROCKVILLE 222 BLANDFORD STREET 2021-06-01 77777 77777 SL 20.000000000000 0 0 MT. PLEASEANT 5134/362..CHASE FARM 210000 L 0 0 OWENS DISC ETC 5555/566.. SUTLIFF FARM 1228000 L 0 0 OWENS CONCLUSION 5555/566.. SUTLIFF FARM 20000 L 0 0 THREE BROTHERS RICHLAND 5212/86... TUVE FARM 875000 L 0 0 GRUBBY THICKET 4846/595.BRODIE FARM (DAWSONVILLE) 1216000 L 0 0 AIX LA CHAPPELLE GRUBBBY THICKET 3121/298..SELLMAN FARM 710000 L 0 0 AIX LA CHAPPELLE 3121/298.. PART OF WRIGHT FARM 1500 L 0 0 PARTNERSHIP 2472/388 PART OF H. SMITH FARM 30000 L 0 0 ADD TO PARTNERSHIP 2472/88H. SMITH FARM 775000 L 0 0 PARTNERSHIP 2305/593..PART OF MARCHANT FARM 1500 L 0 0 WOODSTOCK THOMAS FARM 6295/036 800000 L 0 0 PT CONCLUSION 2305/593... PART OF MAGRUDER FARM 500000 L 0 0 THOMAS DISCOVERY PT CONCLUSION 2305/593..MAGRUDER FARM 1084000 L 0 0 POOLES RIGHT 5113/237GOTHAM I 480000 L 0 0 PARTNERSHIP 5434/607..GOTHAM II 300000 L 0 0 CHISWELL INHERITANCE SUGARLAND ROAD 36480 L 0 0 FRIENDSHIP 5419/761.GILDAR FARM RT 107 237000 L 0 0 W/S RTE 75 @ CRICKENBERGER ROAD FARM LAND FREDERICK MD 1928257 L 0 0 PLAT 9308 R/W ROSEMONT SEC 3.ROSEMONT RIGHT OF WAY 3000 L 0 0 HAMMONDS ADVENTURE 1125/61 FLEET 700000 L 0 0 PT LTS 3/4 CROYDEN PARK 1588/473 3960/29 PARK ROAD LOTS 30000 L 0 0 P6-7 CROYDEN PARK 1588/473 3960/29 PARK ROAD LOTS 25000 L 0 0 PINEY GROVE 2436-455 BOSWELL LANE 105000 L 0 0 HAMMONDS ADVENTURE 1125/61 BEHIND BLANDFORD HOUSES 3000 L 0 0 POOLESVILLE LOT 1961-30 10000 L 0 0 LIGON KNOLLS, 10006 HURST STREET 2021-06-01 55237 L 0 0 LIGON KNOLLS, 10007 HURST STREET 2021-06-01 54654 L 0 0 LIGON KNOLLS, 10008 HURST STREET 2021-06-01 54789 L 0 0 LIGON KNOLLS, 10009 HURST STREET 2021-06-01 55315 L 0 0 LIGON KNOLLS, 10011 HURST STREET 2021-06-01 55446 L 0 0 LIGON KNOLLS, 10102 HURST STREET 2021-06-01 55330 L 0 0 LIGON KNOLLS, 5816 GREENLAWN DRIVE 2021-06-01 55608 L 0 0 LIGON KNOLLS, 5820 GREENLAWN DRIVE 2021-06-01 55570 L 0 0 LIGON KNOLLS, 5825 GREENLAWN DRIVE 2021-06-01 55253 L 0 0 LIGON KNOLLS, 5900 GREENLAWN DRIVE 2021-06-01 55315 L 0 0 LIGON KNOLLS, 5903 GREENLAWN DRIVE 2021-06-01 53868 L 0 0 LIGON KNOLLS, 5904 GREENLAWN DRIVE 2021-06-01 55431 L 0 0 LIGON KNOLLS, 5905 GREENLAWN DRIVE 2021-06-01 55346 L 0 0 LIGON KNOLLS, 5907 GREENLAWN DRIVE 2021-06-01 55415 L 0 0 PLAT 10274 ROSEMONT SEC 2 57-79 WEST DEER PARK / TOWNHOUSES 2021-06-01 302428 L 0 0 ROSEMONT SEC 2, 9009 ROSEMONT AVENUE 2021-06-01 43072 L 0 0 ALTA VISTA JOHNSONS SUB 5521 OAKMONT AVENUE 2021-06-01 65324 L 0 0 ALTA VISTA JOHNSONS SUB 5615 OAKMONT AVENUE 2021-06-01 61370 L 0 0 CASEY & BLANDFORD ADD ROCKVILLE 210 BLANDFORD STREET 2021-06-01 32510 L 0 0 CASEY & BLANDFORD ADD ROCKVILLE 212 BLANDFORD STREET 2021-06-01 32206 L 0 0 CASEY & BLANDFORD ADD ROCKVILLE 213 BLANDFORD STREET 2021-06-01 34615 L 0 0 CASEY & BLANDFORD ADD ROCKVILLE 214 BLANDFORD STREET 2021-06-01 32746 L 0 0 CASEY & BLANDFORD ADD ROCKVILLE 215 BLANDFORD STREET 2021-06-01 44465 L 0 0 CASEY & BLANDFORD ADD ROCKVILLE 216 BLANDFORD STREET 2021-06-01 32183 L 0 0 CASEY & BLANDFORD ADD ROCKVILLE 217 BLANDFORD STREET 2021-06-01 43317 L 0 0 CASEY & BLANDFORD ADD ROCKVILLE 218 BLANDFORD STREET 2021-06-01 32746 L 0 0 CASEY & BLANDFORD ADD ROCKVILLE 219 BLANDFORD STREET 2021-06-01 35323 L 0 0 CASEY & BLANDFORD ADD ROCKVILLE 220 BLANDFORD STREET 2021-06-01 32206 L 0 0 CASEY & BLANDFORD ADD ROCKVILLE 222 BLANDFORD STREET 2021-06-01 32223 L 0 0 OFFICE BLDG.- MONTGOMERY CO.MD LAND 2019-06-01 2128000 L 0 0 DALAMAR APARTMENTS-BLDG 2023-06-15 12050000 109545 SL 27.500000000000 438182 438182 ROSEDALE APARTMENTS-BLDG 2023-06-15 19225000 174773 SL 27.500000000000 699091 699091 ROSEDALE APARTMENTS-LAND 2023-06-15 3060000 L 0 0 SHADY GROVE & ROUTE 355 LAND 2023-06-15 20460000 L 0 0 WAREHOUSE 2023-06-15 12620000 80897 SL 39.000000000000 323590 323590 MARCHANT FARM-19.75 ACRES 56750 L 0 0 POOLE RIGHT 2149-557-WRIGHT FARM 816000 L 0 0 PRINTERS -LLC 2024-05-22 2035 SL 5.000000000000 102 0 COMPUTERS-LLC 2024-05-31 7292 SL 5.000000000000 365 0 115 PARK AVENUE 2023-09-08 200000 SL 27.500000000000 7273 7273 16405 ALDEN AVENUE 2023-09-08 460000 SL 27.500000000000 16727 16727 16417 ALDEN AVENUE 2023-09-08 460000 SL 27.500000000000 16727 16727 221 BLANDFORD STREET 2023-09-08 352000 SL 27.500000000000 12800 12800 8900 EDGEWOOD DRIVE 2023-09-08 440000 SL 27.500000000000 16000 16000 8908 EDGEWOOD DRIVE 2023-09-08 424000 SL 27.500000000000 15418 15418 115 PARK AVENUE-LAND 2023-09-08 50000 L 0 0 16405 ALDEN AVENUE-LAND 2023-09-08 115000 L 0 0 16417 ALDEN AVENUE- LAND 2023-09-08 115000 L 0 0 221 BLANDFORD STREET-LAND 2023-09-08 88000 L 0 0 8900 EDGEWOOD DRIVE-LAND 2023-09-08 110000 L 0 0 8908 EDGEWOOD DRIVE-LAND 2023-09-08 106000 L 0 0 CONTROLLED ENTITIES FORM 990PF, PAGE 5, PART VI-A, LINE 11 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. WILLIAM BLAIR INVESTMENTS-CORPORATE BONDS 1835797 1835797 WILLIAM BLAIR INVESTMENTS-EQUITIES 72721941 72721941 19909614 19909614 22997027 22997027 GOLD COINS FMV 398614 398614 GOLD COINS-LLC FMV 97185 97185 STEPHENSON FARM JOINT VENTURE PARTNERSHIP K-1 INVESTMENT FMV 1500000 1500000 PASCAGOULA CELLULAR PARTNERSHIP K-1 INVESTMENT FMV 172000 172000 PETERSBURG CELLULAR PARTNERSHIP K-1 INVESTMENT FMV 909000 909000 PITTSFIELD CELLULAR PARTNERSHIP K-1 INVESTMENT FMV 622000 622000 PIXELLIGENT TECHNOLOGIES PARTNERSHIP K-1 INVESTMENT FMV 1222000 1222000 BLACKOAK IV LP FMV 527570 527570 FURNITURE AND FIXTURES-LLC 19670 3513 16157 MACHINERY AND EQUIPMENT-LLC 51430 12858 38572 2023 FORD VAN-LLC 52190 10438 41752 2023 FORD VAN-LLC 54930 10986 43944 2022 RAM 2500 TRUCK-LLC 53740 10748 42992 VEHICLES-LLC 102660 25665 76995 CRABBS BRANCH BUILD OUT LLC 46250 2102 44148 OFFICE BLDG.- MONTGOMERY CO.MD 5472000 859389 4612611 CASEY CORNER- 5706 904 CENTER PARCEL E LAND 1063000 0 1063000 CASEY CORNER- 5706 904 CENTER PARCEL E MAIN SECTION 2951000 2803450 147550 CASEY CORNER SHOPPING CENTER-PARCEL F BLDG 614527 535209 79318 CASEY CORNER SHOPPING CENTER-PARCEL D BLDG 186000 186000 0 CASEY CORNER SHOPPING CENTER-PARCEL G BLDG 44646 44646 0 CASEY CORNER SHOPPING CENTER-ALLENTOWN RD BLDG 313334 313334 0 OLD ROY ROGERS BLDG 230424 230424 0 OLD HOUSE LOT LAND 61490 0 61490 LIGON KNOLLS, 10006 HURST STREET 94763 94763 0 LIGON KNOLLS, 10007 HURST STREET 95346 95346 0 LIGON KNOLLS, 10008 HURST STREET 95211 95211 0 LIGON KNOLLS, 10009 HURST STREET 94685 94685 0 LIGON KNOLLS, 10011 HURST STREET 94554 94554 0 LIGON KNOLLS, 10102 HURST STREET 94670 94670 0 LIGON KNOLLS, 5816 GREENLAWN DRIVE 94392 94392 0 LIGON KNOLLS, 5820 GREENLAWN DRIVE 94430 94430 0 LIGON KNOLLS, 5825 GREENLAWN DRIVE 94747 94747 0 LIGON KNOLLS, 5900 GREENLAWN DRIVE 94685 94685 0 LIGON KNOLLS, 5903 GREENLAWN DRIVE 96132 96132 0 LIGON KNOLLS, 5904 GREENLAWN DRIVE 94569 94569 0 LIGON KNOLLS, 5905 GREENLAWN DRIVE 94654 94654 0 LIGON KNOLLS, 5907 GREENLAWN DRIVE 94585 94585 0 PLAT 10274 ROSEMONT SEC 2 57-79 WEST DEER PARK / TOWNHOUSES 911561 911561 0 ROSEMONT SEC 2, 9009 ROSEMONT AVENUE 106928 106928 0 ALTA VISTA JOHNSONS SUB 5521 OAKMONT AVENUE 84676 84676 0 ALTA VISTA JOHNSONS SUB 5615 OAKMONT AVENUE 88630 88630 0 CASEY & BLANDFORD ADD ROCKVILLE 210 BLANDFORD STREET 77490 77490 0 CASEY & BLANDFORD ADD ROCKVILLE 212 BLANDFORD STREET 77794 77794 0 CASEY & BLANDFORD ADD ROCKVILLE 213 BLANDFORD STREET 75385 75385 0 CASEY & BLANDFORD ADD ROCKVILLE 214 BLANDFORD STREET 77254 77254 0 CASEY & BLANDFORD ADD ROCKVILLE 215 BLANDFORD STREET 65535 65535 0 CASEY & BLANDFORD ADD ROCKVILLE 216 BLANDFORD STREET 77817 77817 0 CASEY & BLANDFORD ADD ROCKVILLE 217 BLANDFORD STREET 66683 66683 0 CASEY & BLANDFORD ADD ROCKVILLE 218 BLANDFORD STREET 77254 77254 0 CASEY & BLANDFORD ADD ROCKVILLE 219 BLANDFORD STREET 74677 74677 0 CASEY & BLANDFORD ADD ROCKVILLE 220 BLANDFORD STREET 77794 77794 0 CASEY & BLANDFORD ADD ROCKVILLE 222 BLANDFORD STREET 77777 77777 0 MT. PLEASEANT 5134/362..CHASE FARM 210000 0 210000 OWENS DISC ETC 5555/566.. SUTLIFF FARM 1228000 0 1228000 OWENS CONCLUSION 5555/566.. SUTLIFF FARM 20000 0 20000 THREE BROTHERS RICHLAND 5212/86... TUVE FARM 875000 0 875000 GRUBBY THICKET 4846/595.BRODIE FARM (DAWSONVILLE) 1216000 0 1216000 AIX LA CHAPPELLE GRUBBBY THICKET 3121/298..SELLMAN FARM 710000 0 710000 AIX LA CHAPPELLE 3121/298.. PART OF WRIGHT FARM 1500 0 1500 PARTNERSHIP 2472/388 PART OF H. SMITH FARM 30000 0 30000 ADD TO PARTNERSHIP 2472/88H. SMITH FARM 775000 0 775000 PARTNERSHIP 2305/593..PART OF MARCHANT FARM 1500 0 1500 WOODSTOCK THOMAS FARM 6295/036 800000 0 800000 PT CONCLUSION 2305/593... PART OF MAGRUDER FARM 500000 0 500000 THOMAS DISCOVERY PT CONCLUSION 2305/593..MAGRUDER FARM 1084000 0 1084000 POOLES RIGHT 5113/237GOTHAM I 480000 0 480000 PARTNERSHIP 5434/607..GOTHAM II 300000 0 300000 CHISWELL INHERITANCE SUGARLAND ROAD 36480 0 36480 FRIENDSHIP 5419/761.GILDAR FARM RT 107 237000 0 237000 W/S RTE 75 @ CRICKENBERGER ROAD FARM LAND FREDERICK MD 1928257 0 1928257 PLAT 9308 R/W ROSEMONT SEC 3.ROSEMONT RIGHT OF WAY 3000 0 3000 HAMMONDS ADVENTURE 1125/61 FLEET 700000 0 700000 PT LTS 3/4 CROYDEN PARK 1588/473 3960/29 PARK ROAD LOTS 30000 0 30000 P6-7 CROYDEN PARK 1588/473 3960/29 PARK ROAD LOTS 25000 0 25000 PINEY GROVE 2436-455 BOSWELL LANE 105000 0 105000 HAMMONDS ADVENTURE 1125/61 BEHIND BLANDFORD HOUSES 3000 0 3000 POOLESVILLE LOT 1961-30 10000 0 10000 LIGON KNOLLS, 10006 HURST STREET 55237 0 55237 LIGON KNOLLS, 10007 HURST STREET 54654 0 54654 LIGON KNOLLS, 10008 HURST STREET 54789 0 54789 LIGON KNOLLS, 10009 HURST STREET 55315 0 55315 LIGON KNOLLS, 10011 HURST STREET 55446 0 55446 LIGON KNOLLS, 10102 HURST STREET 55330 0 55330 LIGON KNOLLS, 5816 GREENLAWN DRIVE 55608 0 55608 LIGON KNOLLS, 5820 GREENLAWN DRIVE 55570 0 55570 LIGON KNOLLS, 5825 GREENLAWN DRIVE 55253 0 55253 LIGON KNOLLS, 5900 GREENLAWN DRIVE 55315 0 55315 LIGON KNOLLS, 5903 GREENLAWN DRIVE 53868 0 53868 LIGON KNOLLS, 5904 GREENLAWN DRIVE 55431 0 55431 LIGON KNOLLS, 5905 GREENLAWN DRIVE 55346 0 55346 LIGON KNOLLS, 5907 GREENLAWN DRIVE 55415 0 55415 PLAT 10274 ROSEMONT SEC 2 57-79 WEST DEER PARK / TOWNHOUSES 302428 0 302428 ROSEMONT SEC 2, 9009 ROSEMONT AVENUE 43072 0 43072 ALTA VISTA JOHNSONS SUB 5521 OAKMONT AVENUE 65324 0 65324 ALTA VISTA JOHNSONS SUB 5615 OAKMONT AVENUE 61370 0 61370 CASEY & BLANDFORD ADD ROCKVILLE 210 BLANDFORD STREET 32510 0 32510 CASEY & BLANDFORD ADD ROCKVILLE 212 BLANDFORD STREET 32206 0 32206 CASEY & BLANDFORD ADD ROCKVILLE 213 BLANDFORD STREET 34615 0 34615 CASEY & BLANDFORD ADD ROCKVILLE 214 BLANDFORD STREET 32746 0 32746 CASEY & BLANDFORD ADD ROCKVILLE 215 BLANDFORD STREET 44465 0 44465 CASEY & BLANDFORD ADD ROCKVILLE 216 BLANDFORD STREET 32183 0 32183 CASEY & BLANDFORD ADD ROCKVILLE 217 BLANDFORD STREET 43317 0 43317 CASEY & BLANDFORD ADD ROCKVILLE 218 BLANDFORD STREET 32746 0 32746 CASEY & BLANDFORD ADD ROCKVILLE 219 BLANDFORD STREET 35323 0 35323 CASEY & BLANDFORD ADD ROCKVILLE 220 BLANDFORD STREET 32206 0 32206 CASEY & BLANDFORD ADD ROCKVILLE 222 BLANDFORD STREET 32223 0 32223 OFFICE BLDG.- MONTGOMERY CO.MD LAND 2128000 0 2128000 DALAMAR APARTMENTS-BLDG 12050000 547727 11502273 ROSEDALE APARTMENTS-BLDG 19225000 873864 18351136 ROSEDALE APARTMENTS-LAND 3060000 0 3060000 SHADY GROVE & ROUTE 355 LAND 20460000 0 20460000 WAREHOUSE 12620000 404487 12215513 PRINTERS -LLC 2035 102 1933 COMPUTERS-LLC 7292 365 6927 115 PARK AVENUE 200000 7273 192727 16405 ALDEN AVENUE 460000 16727 443273 16417 ALDEN AVENUE 460000 16727 443273 221 BLANDFORD STREET 352000 12800 339200 8900 EDGEWOOD DRIVE 440000 16000 424000 8908 EDGEWOOD DRIVE 424000 15418 408582 115 PARK AVENUE-LAND 50000 0 50000 16405 ALDEN AVENUE-LAND 115000 0 115000 16417 ALDEN AVENUE- LAND 115000 0 115000 221 BLANDFORD STREET-LAND 88000 0 88000 8900 EDGEWOOD DRIVE-LAND 110000 0 110000 8908 EDGEWOOD DRIVE-LAND 106000 0 106000 LEGAL FEES 255803 255803 0 ACCRUED INTEREST 48222 285742 285742 OTHER ASSETS-LLC 27747 4312 4312 CASEY MANAGEMENT GROUP LLC 1545758 1545758 1545758 BERNARD CASEY CORPORATION 45738237 45738237 BLANDFORD CASEY CORPORATION 26082305 26082305 CLARENDON BETHESDA CORPORATION 39482813 39482813 HEARTLAND DEVELOPMENT CORPORATION 3238916 3238916 NANCY CORPORATION 14958520 14958520 ROCKVILLE DEVELOPMENT CORPORATION 40223727 40223727 UNREALIZED LOSS ON INVESTMENTS 19659821 BANK FEES 22379 22379 0 INSURANCE-LLC 121610 0 121610 OFFICE EXPENSES 368 0 368 OFFICE EXPENSES-LLC 55249 0 55248 SECURITY SERVICES-LLC 577526 0 577526 PROGRAM PROJECTS- ROSEDALE PROJECT 354211 0 0 RENTAL MAINTENANCE AND REPAIRS 672678 672678 0 RENTAL INSURANCE 457039 457039 0 RENTAL LANDSCAPING 33863 33863 0 RENTAL SECURITY 105342 105342 0 RENTAL TENANT BUILDOUT 7191 7191 0 RENTAL ADVERTISING 364 364 0 RENTAL UTILITIES 516765 516765 0 RENTAL VARIOUS OTHER EXPENSES 1415127 1415127 0 REAL ESTATE TAXES PAID 1219296 1219296 0 RENTAL PROFESSIONAL FEES 60365 60365 0 PARTNERSHIP K-1 INVESTMENT INCOME 53223 5037 53223 ADMIN./MANAGMENT FEES 3511021 3511021 3511021 TRANSFER FROM CASEY MANAGEMENT INC. 470301 SECURITY DEPOSITS 573186 539456 OTHER PROFESSIONAL FEES 91319 54546 36773 OTHER PROFESSIONAL FEES-LLC 5411 0 5411 MARYLAND PTE TAXES-LLC 10242 0 10242 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. 470301 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 470301