CASEY FAMILY PROGRAMS: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CASEY FAMILY PROGRAMS (EIN 91-0793881)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-14
- IRS object ID
- 202133189349100508
- Schema version
- 2020v4.0
- 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
- Expenditure Responsibility Stmt
- Explan Of Legis Political Actvts
- Gain Loss Sale Other Assets Sch
- 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 Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-14T12:31:32-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462045126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910793881 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Casey Family Programs | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CASE | BusinessNameControlTxt |
| Phone | 2062827300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Eighth Ave Suite 2700 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981212641 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William C Bell | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | William C | PersonFirstNm |
| Person Last | Bell | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer D Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2019-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,657,860,043 | 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 | $577,051 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $303,580 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $303,580 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $303,580 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $14,439,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,125,049 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $43,125,049 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,668,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,327,093,259 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,292,979 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $46,339 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $12,530,084 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $59,063 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,039,842 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $22,181,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,780,671 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $46,514,810 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,937,522 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,805,821 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $1,805,821 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,131,700 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $41,721,715 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,582,522 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $2,582,522 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $37,970,789 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,654,497 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $672,605 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $672,605 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,856,536 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $248,223 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $140,434 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $140,434 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $107,789 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $337,787 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $52,794 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $52,794 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $284,993 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,822,231 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,708,399 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $12,708,399 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,113,833 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $277,953 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,323,563 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,323,563 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $89,950 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,047,384 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $4,966,211 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $444,949 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $444,949 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,406,928 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,481,608 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $10,903 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $10,903 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,318,439 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $147,726 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $147,726 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,074,822 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,850,760 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $23,946,956 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,234,445 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $125,717,679 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,592,750 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $43,688,946 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $91,663,128 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,051,558 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,915,515 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,769,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,592,750 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $43,688,946 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,578,643 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$119,588,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,187,921 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,825,864 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,789,484 | CashBOYAmt |
| Cash EOY | $5,739,335 | CashEOYAmt |
| Cash EOYFMV | $5,739,335 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $114,340,707 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,516,478 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,520,927 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,395,590 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,216,466 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,216,466 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $63,491,888 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $53,996,311 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $56,058,597 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,023,143,334 | CorporateStockBOYAmt |
| Corporate Stock EOY | $958,316,070 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,630,097,534 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $342,113,431 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $243,050,425 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $293,049,196 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $310,644,272 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $365,125,303 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $511,093,479 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $51,264,655 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,521,512 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $21,340,552 | LandBOYAmt |
| Land EOY | $19,743,143 | LandEOYAmt |
| Land EOYFMV | $35,676,348 | LandEOYFMVAmt |
| Other Assets BOY | $3,347,537 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,991,796 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,408,161 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,887,606,795 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,770,695,327 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,657,860,043 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,807,738 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $19,378,790 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,785 | GrantsPayableBOYAmt |
| Grants Payable EOY | $169,328 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $6,898,539 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,839,610 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,711,062 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,387,728 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,863,895,733 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,744,307,599 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,863,895,733 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,744,307,599 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,887,606,795 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,770,695,327 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,863,895,733 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$119,588,134 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,744,307,599 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,744,307,599 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (151 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | 2020-12-01 | 2020-12-31 | $673,584,418 | $682,008,678 | -$8,424,260 | $0 | -$8,424,260 |
| PUBLICLY TRADED SECURITIES - LT | P | $188,468,366 | $142,025,294 | $46,443,072 | $0 | $46,443,072 | ||
| . | $0 | $0 | $0 | |||||
| . | $0 | $0 | $0 | |||||
| SHORT TERM | $0 | $0 | $0 | |||||
| ABRY ASF II | P | 2020-12-01 | 2020-12-31 | $0 | $4 | -$4 | $0 | -$4 |
| ABRY ASF III | P | 2020-12-01 | 2020-12-31 | $0 | $190,660 | -$190,660 | $0 | -$190,660 |
| ABRY ASF IV | P | 2020-12-01 | 2020-12-31 | $88,592 | $0 | $88,592 | $0 | $88,592 |
| ABRY Partners VIII-8 | P | 2020-12-01 | 2020-12-31 | $0 | $162 | -$162 | $0 | -$162 |
| AG Angelo Gordon Realty X 10 | P | 2020-12-01 | 2020-12-31 | $121,846 | $0 | $121,846 | $0 | $121,846 |
| Agilitas 2015 | P | 2020-12-01 | 2020-12-31 | $14,742 | $0 | $14,742 | $0 | $14,742 |
| Alcion RE II -Fiscal June year | P | 2020-12-01 | 2020-12-31 | $0 | $7,914 | -$7,914 | $0 | -$7,914 |
| Alcion III-A -Fiscal June year | P | 2020-12-01 | 2020-12-31 | $0 | $99,747 | -$99,747 | $0 | -$99,747 |
| AllianzGI | P | 2020-12-01 | 2020-12-31 | $0 | $13,767,818 | -$13,767,818 | $0 | -$13,767,818 |
| Ampersand 2014 | P | 2020-12-01 | 2020-12-31 | $2,946 | $0 | $2,946 | $0 | $2,946 |
| Ampersand 2018 | P | 2020-12-01 | 2020-12-31 | $270,418 | $0 | $270,418 | $0 | $270,418 |
| Arrowstreet Capital | P | 2020-12-01 | 2020-12-31 | $91,095 | $28 | $91,067 | $0 | $91,067 |
| Axiom Asia Fund IV -4 | P | 2020-12-01 | 2020-12-31 | $6,144 | $0 | $6,144 | $0 | $6,144 |
| Axiom Asia Fund V-5 | P | 2020-12-01 | 2020-12-31 | $190 | $0 | $190 | $0 | $190 |
| Axiom Asia Private Fund II | P | 2020-12-01 | 2020-12-31 | $0 | $1,554 | -$1,554 | $0 | -$1,554 |
| Blackrock ACWI Ex-US | P | 2020-12-01 | 2020-12-31 | $7,080 | $0 | $7,080 | $0 | $7,080 |
| Blackrock EAFE Equity | P | 2020-12-01 | 2020-12-31 | $2,344 | $22 | $2,322 | $0 | $2,322 |
| Blackrock MSCI Canada | P | 2020-12-01 | 2020-12-31 | $3,814 | $0 | $3,814 | $0 | $3,814 |
| Blackrock Russell 1000 Value | P | 2020-12-01 | 2020-12-31 | $747 | $92 | $655 | $0 | $655 |
| Blackrock Russell 2000 Growth | P | 2020-12-01 | 2020-12-31 | $15,066 | $0 | $15,066 | $0 | $15,066 |
| Blackrock Russell 3000 Index | P | 2020-12-01 | 2020-12-31 | $0 | $48,110 | -$48,110 | $0 | -$48,110 |
| Blackrock US Debt Index Fund B | P | 2020-12-01 | 2020-12-31 | $173,261 | $0 | $173,261 | $0 | $173,261 |
| Blackrock MOF | P | 2020-12-01 | 2020-12-31 | $2,744 | $0 | $2,744 | $0 | $2,744 |
| Charlesbank Equity IX -9 | P | 2020-12-01 | 2020-12-31 | $865 | $4,579 | -$3,714 | $0 | -$3,714 |
| CharlesBank OP Aggregator I | P | 2020-12-01 | 2020-12-31 | $0 | $221 | -$221 | $0 | -$221 |
| Genesis Emerging Markets | P | 2020-12-01 | 2020-12-31 | $112,193 | $0 | $112,193 | $0 | $112,193 |
| Gramercy Distressed Opp III | P | 2020-12-01 | 2020-12-31 | $460,287 | $0 | $460,287 | $0 | $460,287 |
| Greenfield VI | P | 2020-12-01 | 2020-12-31 | $0 | $513,324 | -$513,324 | $0 | -$513,324 |
| Greenfield VII | P | 2020-12-01 | 2020-12-31 | $265 | $0 | $265 | $0 | $265 |
| Hardman Johnston IE | P | 2020-12-01 | 2020-12-31 | $26,164,106 | $25,701,667 | $462,439 | $0 | $462,439 |
| Horsley Bridge Intrn'l V | P | 2020-12-01 | 2020-12-31 | $49,851 | $0 | $49,851 | $0 | $49,851 |
| Horsley Bridge Fund IX -9 | P | 2020-12-01 | 2020-12-31 | $26,135 | $0 | $26,135 | $0 | $26,135 |
| Horsley Bridge XI-11 | P | 2020-12-01 | 2020-12-31 | $9,402 | $0 | $9,402 | $0 | $9,402 |
| Horsley Bridge XII-12 | P | 2020-12-01 | 2020-12-31 | $1,604 | $0 | $1,604 | $0 | $1,604 |
| Hosking Global | P | 2020-12-01 | 2020-12-31 | $20,866,433 | $20,944,978 | -$78,545 | $0 | -$78,545 |
| IFP Global Equity | P | 2020-12-01 | 2020-12-31 | $1,179,291 | $0 | $1,179,291 | $0 | $1,179,291 |
| Invesco US Value Fund V | P | 2020-12-01 | 2020-12-31 | $65 | $0 | $65 | $0 | $65 |
| JPMORGAN US Large Cap 130/30 22%??? | P | 2020-12-01 | 2020-12-31 | $0 | $7,100,825 | -$7,100,825 | $0 | -$7,100,825 |
| JPM GEM Discovery Fund | P | 2020-12-01 | 2020-12-31 | $84,060 | $842,735 | -$758,675 | $0 | -$758,675 |
| Kreos Capital VI | P | 2020-12-01 | 2020-12-31 | $55,103 | $0 | $55,103 | $0 | $55,103 |
| OCM Opportunities VII | P | 2020-12-01 | 2020-12-31 | $12 | $0 | $12 | $0 | $12 |
| OCM Opportunities VII b | P | 2020-12-01 | 2020-12-31 | $0 | $25 | -$25 | $0 | -$25 |
| Pugh Long Duration | P | 2020-12-01 | 2020-12-31 | $83,011,799 | $81,990,617 | $1,021,182 | $0 | $1,021,182 |
| Pzena | P | 2020-12-01 | 2020-12-31 | $404,390 | $404,390 | $0 | $0 | $0 |
| Renaissance Alpha fund | P | 2020-12-01 | 2020-12-31 | $320,995 | $17,679,616 | -$17,358,621 | $0 | -$17,358,621 |
| Siguler Guff | P | 2020-12-01 | 2020-12-31 | $0 | $14,861 | -$14,861 | $0 | -$14,861 |
| Silchester | P | 2020-12-01 | 2020-12-31 | $0 | $137,376 | -$137,376 | $0 | -$137,376 |
| Smith Graham SGIA V Fiscal June | P | 2020-12-01 | 2020-12-31 | $0 | $10,773 | -$10,773 | $0 | -$10,773 |
| SSGA TIPS | P | 2020-12-01 | 2020-12-31 | $26,436 | $0 | $26,436 | $0 | $26,436 |
| Stepstone Pioneer (Parish) | P | 2020-12-01 | 2020-12-31 | $0 | $26,490 | -$26,490 | $0 | -$26,490 |
| The Children's Invt. fund | P | 2020-12-01 | 2020-12-31 | $0 | $3,991,917 | -$3,991,917 | $0 | -$3,991,917 |
| The Kiltrean Global EQ | P | 2020-12-01 | 2020-12-31 | $0 | $760,904 | -$760,904 | $0 | -$760,904 |
| The Overlook Partners | P | 2020-12-01 | 2020-12-31 | $177,687 | $0 | $177,687 | $0 | $177,687 |
| Trustbridge IV | P | 2020-12-01 | 2020-12-31 | $80,266 | $0 | $80,266 | $0 | $80,266 |
| Vivo VII-7 | P | 2020-12-01 | 2020-12-31 | $28,230 | $0 | $28,230 | $0 | $28,230 |
| Vivo VIII -8 | P | 2020-12-01 | 2020-12-31 | $33,344 | $0 | $33,344 | $0 | $33,344 |
| Vivo IX -9 | P | 2020-12-01 | 2020-12-31 | $511,772 | $0 | $511,772 | $0 | $511,772 |
| Wayzata | P | 2020-12-01 | 2020-12-31 | $1,475 | $0 | $1,475 | $0 | $1,475 |
| Yorktown | P | 2020-12-01 | 2020-12-31 | $0 | $477 | -$477 | $0 | -$477 |
| LONG TERM | $0 | $0 | $0 | |||||
| ABRY ASF II | P | $143,404 | $0 | $143,404 | $0 | $143,404 | ||
| ABRY ASF III | P | $0 | $610,849 | -$610,849 | $0 | -$610,849 | ||
| ABRY ASF IV | P | $0 | $106,897 | -$106,897 | $0 | -$106,897 | ||
| ABRY VII | P | $0 | $104,491 | -$104,491 | $0 | -$104,491 | ||
| ABRY VIII | P | $556,314 | $0 | $556,314 | $0 | $556,314 | ||
| ABRY VIII (8) Cayman | P | $584,522 | $0 | $584,522 | $0 | $584,522 | ||
| Actis IV Global | P | $3,736,000 | $0 | $3,736,000 | $0 | $3,736,000 | ||
| Actis Africa III | P | $5,000 | $0 | $5,000 | $0 | $5,000 | ||
| Activum SG V | P | $6,883 | $11,391 | -$4,508 | $0 | -$4,508 | ||
| AG Angelo Gordon Realty IX 9 | P | $1,156,846 | $0 | $1,156,846 | $0 | $1,156,846 | ||
| AG Angelo Gordon Realty X 10 | P | $5,943 | $0 | $5,943 | $0 | $5,943 | ||
| Agilitas 2015 | P | $7,582,311 | $0 | $7,582,311 | $0 | $7,582,311 | ||
| Alcion RE II | P | $195,521 | $0 | $195,521 | $0 | $195,521 | ||
| Alcion III-A | P | $811 | $0 | $811 | $0 | $811 | ||
| AllianzGI | P | $0 | $19,822,726 | -$19,822,726 | $0 | -$19,822,726 | ||
| AllianzGI Gain on Disposition | P | $3,270 | $0 | $3,270 | $0 | $3,270 | ||
| Ampersand 2011 | P | $12,040,934 | $0 | $12,040,934 | $0 | $12,040,934 | ||
| Ampersand 2014 | P | $1,019,028 | $0 | $1,019,028 | $0 | $1,019,028 | ||
| Arisaig EM | P | $7,046,445 | $0 | $7,046,445 | $0 | $7,046,445 | ||
| Arrowstreet Capital | P | $136,642 | $24 | $136,618 | $0 | $136,618 | ||
| Axiom Asia Fund IV -4 | P | $107,915 | $0 | $107,915 | $0 | $107,915 | ||
| Axiom Asia Fund V-5 | P | $10,971 | $0 | $10,971 | $0 | $10,971 | ||
| Axiom Asia Private Fund II | P | $1,599,536 | $0 | $1,599,536 | $0 | $1,599,536 | ||
| Blackrock ACWI Ex-US | P | $228,837 | $0 | $228,837 | $0 | $228,837 | ||
| Blackrock EAFE Equity | P | $165,795 | $32 | $165,763 | $0 | $165,763 | ||
| Blackrock MSCI Canada | P | $0 | $36,740 | -$36,740 | $0 | -$36,740 | ||
| Blackrock Russell 1000 Value | P | $35,042 | $0 | $35,042 | $0 | $35,042 | ||
| Blackrock Russell 2000 Growth | P | $216,097 | $0 | $216,097 | $0 | $216,097 | ||
| Blackrock Russell 3000 Index | P | $851,488 | $8,815 | $842,673 | $0 | $842,673 | ||
| Blackrock US Debt Index Fund B | P | $668,348 | $0 | $668,348 | $0 | $668,348 | ||
| Blackrock MOF | P | $5,649 | $0 | $5,649 | $0 | $5,649 | ||
| Cedar Rock Capital Partners | P | $4,540,903 | $0 | $4,540,903 | $0 | $4,540,903 | ||
| Charlesbank Equity VII -7 | P | $2,743,799 | $0 | $2,743,799 | $0 | $2,743,799 | ||
| Charlesbank Equity IX -9 | P | $18,462 | $0 | $18,462 | $0 | $18,462 | ||
| CharlesBank OP Aggregator I | P | $19,859 | $0 | $19,859 | $0 | $19,859 | ||
| CI Capital Investors II | P | $975 | $369,676 | -$368,701 | $0 | -$368,701 | ||
| Francisco Partners IV-A | P | $651,686 | $0 | $651,686 | $0 | $651,686 | ||
| Genesis Emerging Markets | P | $1,275,056 | $0 | $1,275,056 | $0 | $1,275,056 | ||
| Gramercy Distressed Opp III | P | $124,664 | $1,347,959 | -$1,223,295 | $0 | -$1,223,295 | ||
| Greenfield VI | P | $3,569 | $0 | $3,569 | $0 | $3,569 | ||
| Greenfield VII | P | $850,345 | $31,285 | $819,060 | $0 | $819,060 | ||
| GS Vintage V | P | $286,563 | $0 | $286,563 | $0 | $286,563 | ||
| Hardman Johnston IE | P | $14,082,547 | $11,755,328 | $2,327,219 | $0 | $2,327,219 | ||
| Hellman & Friedman VI | P | $158,878 | $642,572 | -$483,694 | $0 | -$483,694 | ||
| Horsley Bridge INTL V | P | $5,408,047 | $0 | $5,408,047 | $0 | $5,408,047 | ||
| Horsley Bridge IX | P | $9,187,731 | $0 | $9,187,731 | $0 | $9,187,731 | ||
| Horsley Bridge XI | P | $244,768 | $0 | $244,768 | $0 | $244,768 | ||
| Horsley Bridge XII | P | $93,375 | $0 | $93,375 | $0 | $93,375 | ||
| Horsley Bridge XIII-13 | P | $3,645 | $0 | $3,645 | $0 | $3,645 | ||
| Hosking Global | P | $22,670,240 | $20,720,782 | $1,949,458 | $0 | $1,949,458 | ||
| IFP Global Equity | P | $5,520,429 | $0 | $5,520,429 | $0 | $5,520,429 | ||
| Invesco Real Estate II | P | $0 | $498,626 | -$498,626 | $0 | -$498,626 | ||
| Invesco Core Real Estate | P | $6,892 | $0 | $6,892 | $0 | $6,892 | ||
| Invesco Core RE Dist. Excess Basis | P | $175,732 | $0 | $175,732 | $0 | $175,732 | ||
| Invesco US Value Fund V | P | $47 | $0 | $47 | $0 | $47 | ||
| JPM GEM Discovery Fund | P | $41,902 | $1,018,986 | -$977,084 | $0 | -$977,084 | ||
| JPMORGAN US Large Cap 130/30 | P | $2,318,920 | $137,748 | $2,181,172 | $0 | $2,181,172 | ||
| Mesa West IV | P | $3,596 | $0 | $3,596 | $0 | $3,596 | ||
| Oaktree Euro Fund III | P | $113,209 | $0 | $113,209 | $0 | $113,209 | ||
| OCM Opportunities VII | P | $205,039 | $0 | $205,039 | $0 | $205,039 | ||
| OCM Opportunities VIIb | P | $8,620 | $124,065 | -$115,445 | $0 | -$115,445 | ||
| Patron Capital IV | P | $480,671 | $10,896 | $469,775 | $0 | $469,775 | ||
| Patron IV Gain on Disposition | P | $48,523 | $0 | $48,523 | $0 | $48,523 | ||
| Patron Capital V | P | $209,024 | $4,661 | $204,363 | $0 | $204,363 | ||
| Primecap STK Odyssey | P | $1,794,599 | $0 | $1,794,599 | $0 | $1,794,599 | ||
| Prisa LP | P | $14,957 | $0 | $14,957 | $0 | $14,957 | ||
| Pugh Long Duration | P | $13,897,386 | $12,755,480 | $1,141,906 | $0 | $1,141,906 | ||
| Pzena | P | $76,209 | $42,164 | $34,045 | $0 | $34,045 | ||
| Renaissance Alpha fund | P | $7,424,615 | $0 | $7,424,615 | $0 | $7,424,615 | ||
| Siguler Guff | P | $711,342 | $0 | $711,342 | $0 | $711,342 | ||
| Silchester | P | $1,043,906 | $0 | $1,043,906 | $0 | $1,043,906 | ||
| Split Rock II | P | $0 | $287,043 | -$287,043 | $0 | -$287,043 | ||
| SSGA US Tips Index | P | $407,945 | $0 | $407,945 | $0 | $407,945 | ||
| Stepstone Pioneer (Parish) | P | $0 | $308,843 | -$308,843 | $0 | -$308,843 | ||
| The Children's Invt. fund | P | $492,154 | $0 | $492,154 | $0 | $492,154 | ||
| The Kiltrean Global EQ | P | $0 | $1,431,323 | -$1,431,323 | $0 | -$1,431,323 | ||
| The Jordan-Resolute Funds | P | $0 | $1,796,435 | -$1,796,435 | $0 | -$1,796,435 | ||
| The Overlook Partners | P | $2,319,824 | $0 | $2,319,824 | $0 | $2,319,824 | ||
| Trustbridge IV | P | $3,096,857 | $0 | $3,096,857 | $0 | $3,096,857 | ||
| Vivo VII-7 | P | $522,558 | $0 | $522,558 | $0 | $522,558 | ||
| Vivo VIII -8 | P | $549,856 | $0 | $549,856 | $0 | $549,856 | ||
| Vivo IX -9 | P | $75,332 | $0 | $75,332 | $0 | $75,332 | ||
| Western Asset Macro Opp | P | $256,979 | $179,432 | $77,547 | $0 | $77,547 | ||
| Wayzata | P | $0 | $65,771 | -$65,771 | $0 | -$65,771 | ||
| Yorktown | P | $68,427 | $0 | $68,427 | $0 | $68,427 | ||
| NON-INVESTMENT FIXED ASSET | P | $0 | $20,216 | -$20,216 | $0 | -$20,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,292,979 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$48,259,051 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1986-03-18 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | Yes (true) | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.casey.org | WebsiteAddressTxt |
| Individual With Books | Casey Family Programs | IndividualWithBooksNm |
| Phone | 2062827300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Eighth Ave Suite 2700 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981212641 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | Yes (true) | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID C MILLS | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | CHAIR | 15.000 | $186,000 | $0 | $0 |
| JOAN B POLIAK | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | VICE CHAIR | 16.000 | $166,000 | $0 | $0 |
| AMERICA Y BRACHO | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | SECRETARY | 14.000 | $166,000 | $0 | $0 |
| SHARON MCDANIEL | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | TREASURER | 8.000 | $166,000 | $0 | $0 |
| DOUG PATEJUNAS | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | TRUSTEE | 8.000 | $166,000 | $0 | $0 |
| LANCE G MORGAN | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | TRUSTEE | 8.000 | $166,000 | $0 | $0 |
| RICHARD OLIN | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | TRUSTEE | 12.000 | $166,000 | $0 | $0 |
| WALTER H SMITH JR | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | TRUSTEE | 9.000 | $166,000 | $0 | $0 |
| WILLIAM C BELL PHD | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | PRESIDENT AND CEO | 40.000 | $1,107,382 | $52,500 | $0 |
| JOSEPH A BOATENG | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | CHIEF INVESTMENT OFFICER | 40.000 | $1,377,139 | $52,500 | $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 | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|
| KEI YAMAMOTO | |||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | DIRECTOR INVESTMENTS | 40.000 | $519,784 | $0 |
| DAVID B SANDERS | |||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | EVP SYSTEM IMPROVMNT | 40.000 | $541,444 | $0 |
| CHRISOPHER T YEBUAH | |||||||
| 2002 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212642 | DIRECTOR INVESTMENTS | 40.000 | $510,366 | $0 |
| MARVA R HAMMONS | |||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | EVP FAMILY SERVICES | 40.000 | $457,129 | $0 |
| Laura Sagen | |||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | EVP Communication HR | 40.000 | $404,898 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 336 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BNY - Mellon | |||||
| 240 Greenwich Street | New York | NY | 10286 | Investment Custodian | $1,097,140 |
| Horsley Bridge Partners | |||||
| 505 Montgomery St | San Francisco | CA | 94111 | Investment Manager | $914,429 |
| Baillie Gifford | |||||
| 780 Third Avenue 43rd Floor | New York | NY | 10017 | Investment Manager | $817,305 |
| Silchester International Investors | |||||
| 780 Third Avenue 42nd Floor | New York | NY | 10017 | Investment Manager | $655,351 |
| Vivo Capital | |||||
| 192 Lytton Avenue | Palo Alto | CA | 94301 | Investment Manager | $629,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 53 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ONGOING STRATEGIC CONSULTATION, TECHNICAL ASSISTANCE, AND DATA ANALYSIS AT NO COST TO CHILD WELFARE AGENCIES, POLICY MAKERS, COURTS, AND TRIBES ACROSS AMERICA | Description1Txt |
| Expenses1 | $49,914,000 | Expenses1Amt |
| Description2 | Provide Direct Services to more than 1,400 youth and families THROUGH COMMUNITY-BASED OFFICES AND WORK COLLABORATIVELY WITH CHILD WELFARE SYSTEMS AND COURTS. | Description2Txt |
| Expenses2 | $32,875,000 | Expenses2Amt |
| Description3 | RESEARCH ON CHILD WELFARE PROGRAMS, PROVIDE SCHOLARSHIPS TO FOSTER YOUTH, AND EDUCATE POLICY MAKERS ABOUT CHILD WELFARE ISSUES. | Description3Txt |
| Expenses3 | $11,693,000 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,735,790,209 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,779,681 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $471,263,531 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,312,833,421 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,312,833,421 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,692,501 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,278,140,920 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,907,046 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,578,643 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,456,970 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $109,035,613 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $109,035,613 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1972-05-25 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,825,864 | CurrentYearAmt |
| Year1 | $29,834,207 | Year1Amt |
| Year2 | $17,147,249 | Year2Amt |
| Year3 | $42,017,402 | Year3Amt |
| Total | $91,824,722 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,401,984 | CurrentYearAmt |
| Year1 | $25,359,076 | Year1Amt |
| Year2 | $14,575,162 | Year2Amt |
| Year3 | $35,714,792 | Year3Amt |
| Total | $78,051,014 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $109,035,613 | CurrentYearAmt |
| Year1 | $103,608,332 | Year1Amt |
| Year2 | $102,534,586 | Year2Amt |
| Year3 | $113,644,664 | Year3Amt |
| Total | $428,823,195 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,915,515 | CurrentYearAmt |
| Year1 | $8,779,837 | Year1Amt |
| Year2 | $3,885,261 | Year2Amt |
| Year3 | $6,971,963 | Year3Amt |
| Total | $35,552,576 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $93,120,098 | CurrentYearAmt |
| Year1 | $94,828,495 | Year1Amt |
| Year2 | $98,649,325 | Year2Amt |
| Year3 | $106,672,701 | Year3Amt |
| Total | $393,270,619 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $75,938,031 | CurrentYearAmt |
| Year1 | $75,708,181 | Year1Amt |
| Year2 | $75,712,324 | Year2Amt |
| Year3 | $73,998,782 | Year3Amt |
| Total | $301,357,317 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (276 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Second Chance | ||||||||
| 8350 Frankstown Ave | Pittsburgh | PA | 15221 | N/A | PC | To assist with the provision of nutritional support and other family support to the vulnerable populations in Pennsylvania served by A Second Chance, Inc. during this global Coronavirus pandemic. | $50,000 | |
| African American Mayors Association | ||||||||
| 80 M St SE Suite 1 | Washington | DC | 20003 | N/A | PC | to provide support for Grantee's 2020 Annual Conference. | $30,000 | |
| African American Youth Harvest Foundation | ||||||||
| 6633 Hwy 290 East Suite 303 | Austin | TX | 78723 | N/A | PC | To support Grantee's mission and general operating costs. | $10,000 | |
| Alia | ||||||||
| 2233 University Ave W 325 | St Paul | MN | 55114 | N/A | PC | To support Grantee's work with the New Jersey Department of Children and Families (DCF) and its Powerful Families Powerful Communities NJ initiative. | $300,000 | |
| Alliance for Education | ||||||||
| 509 Olive Way Suite 500 | Seattle | WA | 98101 | N/A | PC | To support Grantee's work with the City of Seattle Department of Education and Early Learning on the "Whole Child-Whole Day; Creating School Culture & Climate to Address Elimination of Opportunity Gaps" program. | $50,000 | |
| Alliance for Strong Families and Communities | ||||||||
| 648 North Plankinton Avenue Suite 4 | Milwaukee | WI | 53203 | N/A | PC | To provide support for Grantee's 2020 Alliance National Conference. | $25,000 | 25 |
| Alliance for Strong Families and Communities | ||||||||
| 648 North Plankinton Avenue Suite 4 | Milwaukee | WI | 53203 | N/A | PC | To provide support for Grantee's 2020 Alliance National Conference. | $50,000 | 25 |
| Alliance for Strong Families and Communities | ||||||||
| 648 North Plankinton Avenue Suite 4 | Milwaukee | WI | 53203 | N/A | PC | To provide support for Grantee's general operating costs, including further assessing the need for standards in child welfare, and aligning those standards with the vision of a 21st Century Child Well-Being System. | $120,375 | 25 |
| American Civil Liberties Union Foundation | ||||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | N/A | PC | To support Grantee's efforts aimed to achieve family reunification and needed supports to improve outcomes for children. | $250,000 | |
| Arizona Community Foundation | ||||||||
| 2201 E Camelback Rd Ste 405B | Phoenix | AZ | 85016 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| Arizona State University | ||||||||
| 1551 S Rural Rd | Tempe | AZ | 85287 | N/A | GOV | To provide support to the Arizona Department of Child Safety (DCS) leadership team to advance its efforts to improve outcomes for Arizona families. | $10,000 | |
| Association of Black Foundation Executives | ||||||||
| 55 Exchange Place Suite 401 | New York | NY | 10005 | N/A | PC | To support Grantee's Annual Conference 2020. | $50,000 | |
| Association of Black Foundation Executives | ||||||||
| 55 Exchange Place Suite 401 | New York | NY | 10005 | N/A | PC | To support Grantee's mission and general operating costs. | $100,000 | |
| Austin Community Foundation | ||||||||
| 4315 Guadalupe St Suite 300 | Austin | TX | 78751 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| Bexar County Children's Court Division & Programs | ||||||||
| 100 Dolorosa 306 | San Antonio | TX | 78205 | N/A | GOV | To support a virtual graduation recognition ceremony for high school seniors who are in foster care and whose legal case is assigned to the Bexar County District Court College Bound Docket. | $5,500 | |
| Bexar County Community Health Collaborative | ||||||||
| 3010 N St Marys Street Suite 1101 | San Antonio | TX | 78212 | N/A | PC | To provide the purchase of Personal Protective Equipment for grandfamilies enrolled in the SAGRG programs. | $1,500 | |
| Black Administrators in Child Welfare | ||||||||
| 7625 Wisconsin Avenue Suite 300 | Bethesda | MD | 20814 | N/A | PC | To expand its impact, to update and use the Racial Equity Strategy Areas (RESA) framework, to strengthen the skill and capacity of CFP and partners to address race equity. | $200,000 | |
| Boys & Girls Club of King County | ||||||||
| 4120 86th Ave SE | Mercer Island | WA | 98040 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $35,000 | |
| Brilliant Detroit | ||||||||
| 5675 Larkins Street | Detroit | MI | 48210 | N/A | PC | To support Grantee's work to assess the efficacy of the Peer Parent Coaching Program (PPCP) and to qualify for receipt of Family First Prevention Services Act funding. | $150,000 | |
| Building Opportunities for Self-Sufficiency | ||||||||
| 1918 University Avenue Suite 2A | Berkeley | CA | 94704 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $35,000 | |
| California Community Foundation | ||||||||
| 221 S Figueroa Street 400 | Los Angeles | CA | 90012 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| Center for Native American Youth at the Aspen Institute | ||||||||
| One DuPont Circle NW Suite 700 | Washington | DC | 20036 | N/A | PC | To support the development of a cohort of National Native Constituent Champions who will gain experience, knowledge, support, and skills to help address the failures of the current child welfare system. | $190,000 | |
| Central Council Tlingit and Haida Indian Tribes of Alaska | ||||||||
| 320 West Willoughby Avenue Suite 20 | Juneau | AK | 99801 | N/A | GOV | To provide support to Grantee as it responds to the effects of the COVID-19 pandemic on tribal land. | $45,000 | 0 |
| Central Council Tlingit and Haida Indian Tribes of Alaska | ||||||||
| 320 West Willoughby Avenue Suite 20 | Juneau | AK | 99801 | N/A | GOV | To provide support to Tlingit & Haida as it responds to the ongoing impact and effects of the COVID-19 pandemic on tribal land. | $45,000 | 0 |
| Child Welfare League of America | ||||||||
| 727 15th Street NW Suite 1200 | Washington | DC | 20005 | N/A | PC | To provide support for Grantee's Virtual Summit, Authors Convening event, and twovolume special issue of Child Welfare journal, focused on advancing racial justice, equity, and inclusion for children and families. | $75,000 | |
| Children's Advocacy Centers of Arkansas | ||||||||
| 124 West Capitol Avenue Ste 865 | Little Rock | AR | 72201 | N/A | PC | To support the spread of Children's Advocacy Centers through training support | $10,000 | |
| Children's Defense Fund | ||||||||
| 840 First Street NE Suite 300 | Washington | DC | 20002 | N/A | PC | To support Grantee's work to ensure attention and justice are brought to a number of issues, including issues related to immigration and immigrant families, and particularly that of family separation at the border of the U.S. and Mexico, economic justice, | $50,000 | |
| Children's Defense Fund | ||||||||
| 840 First Street NE Suite 300 | Washington | DC | 20002 | N/A | PC | To continue a mobilizing focus on family separation and assist Casey with its Latinx Child & Family Well-Being strategic framework. | $80,000 | |
| Children's Home Society of Washington | ||||||||
| 3300 NE 65th ST PO Box 15190 | Seattle | WA | 98115 | N/A | PC | To enable Grantee to respond to and provide Technical Assistance (TA) services to States, Counties, and Tribes from around the country seeking to establish Parents-for-Parents (P4P) programs in their jurisdiction. | $200,000 | |
| Children's Hospital of Pittsburgh Foundation | ||||||||
| 4401 Penn Avenue | Pittsburgh | PA | 15224 | N/A | PC | To support Dr. Rachel Berger's Innovation Partners research project,"Translating policy into practice: Protecting young children from fatal and near-fatal maltreatment:" | $40,000 | |
| City of Seattle Department of Education and Early Learning | ||||||||
| PO BOX 94665 | Seattle | WA | 98124 | N/A | GOV | To support "Whole Child - Whole Day; Creating School Culture & Climate to Address Elimination of Opportunity Gaps" initiative. | $207,500 | |
| Cnaturenet | ||||||||
| 1611 County Road B West Ste 320 | Saint Paul | MN | 55113 | N/A | PC | To build on the respective missions of Grantee and Casey relative to ensuring that children and families are supported in their health and wellness within their communities. | $50,000 | |
| College Success Foundation | ||||||||
| 15500 SE 30th Place Suite 200 | Bellevue | WA | 98007 | N/A | PC | To support Grantee's Achieving the Dream 20th Anniversary Celebration | $10,000 | |
| Community Coalition for Substance Abuse Prevention & Treatment | ||||||||
| 8101 S Vermont Ave | Los Angeles | CA | 90044 | N/A | PC | To support Grantee's mission and general operating costs. | $10,000 | |
| Community Foundation for Greater Atlanta | ||||||||
| 191 Peachtree Street NE Suite 1000 | Atlanta | GA | 30303 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| Community Foundation for Southern Arizona | ||||||||
| 5049 E Broadway Blvd Suite 201 | Tucson | AZ | 85711 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| Community Foundation of Northwest Mississippi | ||||||||
| 315 Losher Street Suite 100 | Hernando | MS | 38632 | N/A | PC | To support relief efforts in the Bolivar, LaFlore, and Sunflower Counties, with specific support to community based organizations in Greenwood, Cleveland, and Pace. | $30,000 | |
| Community Foundation of Northwest Mississippi | ||||||||
| 315 Losher Street Suite 100 | Hernando | MS | 38632 | N/A | PC | The purpose of the Grant is to support Grantee's 2021 Crystal Ball. | $25,000 | |
| Community Health Improvement Partners | ||||||||
| 5905 Murphy Canyon Road Ste 105 | San Diego | CA | 92123 | N/A | PC | To support Grantee's mission and general operating costs. | $10,000 | |
| Community Homes | ||||||||
| PO Box 1240 | Bothell | WA | 98041 | N/A | PC | In memory of Rush Riese | $500 | |
| Community Legal Aid Society | ||||||||
| 100 W 10th Street Suite 801 | Wilmington | DE | 19801 | N/A | PC | To support the First Chance Delaware initiative in the Wilmington Community of Hope by partnering with the Dual Generation Center at the Stubbs Early Education Center and the Nemours Children's Health System Jessup Street Clinic. | $250,000 | |
| Confederated Salish & Kootenai Tribes | ||||||||
| 42487 Complex Blvd | Pablo | MT | 59855 | N/A | GOV | To provide support to Grantee as it responds to the effects of the COVID-19 pandemic on tribal land. | $60,000 | |
| Congressional Black Caucus Foundation | ||||||||
| 1720 Massachusetts Ave NW | Washington | DC | 20036 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| Congressional Black Caucus Foundation | ||||||||
| 1720 Massachusetts Ave NW | Washington | DC | 20036 | N/A | PC | To support Grantee's National Racial Equity Initiative (NREI) for Social Justice Fellowship Program. | $50,000 | |
| Congressional Coalition on Adoption Institute | ||||||||
| 718 7th Street NW | Washington | DC | 20001 | N/A | PC | To support Grantee's Angels in Adoption Gala. | $25,000 | |
| Congressional Hispanic Caucus Institute | ||||||||
| 1128 16th Street NW | Washington | DC | 20036 | N/A | PC | To provide support for a child welfare fellowship through the Congressional Hispanic Caucus Institute's 2021 Graduate Fellows program. | $80,000 | |
| Congressional Hispanic Caucus Institute | ||||||||
| 1128 16th Street NW | Washington | DC | 20036 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| Congressional Hispanic Caucus Institute | ||||||||
| 1128 16th Street NW | Washington | DC | 20036 | N/A | PC | To support Grantee's 2020 Health Summit. | $20,000 | |
| D3 Community Outreach | ||||||||
| 1108 Kendall Dr | Durham | NC | 27703 | N/A | PC | To provide support to further Grantee's mission, and to support Grantee's Peer-toPeer Capacity Building. | $1,000 | |
| D3 Community Outreach | ||||||||
| 1108 Kendall Dr | Durham | NC | 27703 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| Dakota Medical Foundation | ||||||||
| 4141 28th Ave South | Fargo | ND | 58104 | N/A | PC | To provide support for the Recovery Reinvented Online Experience eventwhich works to eliminating the stigma of addiction and empowering communitieswhich took place on October 28, 2020. | $10,000 | |
| Delta Circles | ||||||||
| PO Box 13312 | Maumelle | AR | 72113 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $75,000 | |
| Delta Hands for Hope | ||||||||
| 124 E Peeler St | Shaw | MS | 38773 | N/A | PC | To support Grantee's mission and general operating costs. | $15,000 | |
| Delta State University Foundation | ||||||||
| BOX 3141 DSU | Cleveland | MS | 38733 | N/A | PC | To support Grantee's mission and general operating costs. | $25,000 | |
| Divine Alternatives for Dads Services | ||||||||
| 5709 Rainier Ave S | Seattle | WA | 98118 | N/A | PC | To provide support for Grantee's 2020 Fatherhood Virtual Event, Visions of a Father | $10,000 | |
| Empower 225 | ||||||||
| 8733 Siegen Lane PMB 365 | Baton Rouge | LA | 70810 | N/A | PC | To support Grantee's virtual Adoption Celebration on November 30, 2020, that will honor children and families that have been adopted in 2020. | $10,000 | |
| Family Focused Trealment Association | ||||||||
| 294 Union treet | Hackensack | NJ | 07601 | N/A | PC | To support Grantee's 34th Annual Conference, urhich will take place virtually on September 23-24,2024. | $8,000 | |
| Family Involvement Center | ||||||||
| 5333 N 7th Street Suite A100 | Phoenix | AZ | 85014 | N/A | PC | To support Grantee's mission and general operating costs. | $20,000 | |
| Family Programs Hawai'i | ||||||||
| 801 King Street Ste 100 | Honolulu | HI | 96813 | N/A | PC | To support Grantee's infrastructure needs and direct services to children and families impacted by the COVID-19 crisis. | $40,000 | |
| Family Service Association of San Antonio | ||||||||
| 702 San Pedro | San Antonio | TX | 78212 | N/A | PC | To support Grantee's mission and general operating costs. | $10,000 | |
| FareStart | ||||||||
| 700 Virginia Street | Seattle | WA | 98101 | N/A | PC | To support Grantee's COVID-19 Response & Recovery Fund during this crisis, and to ensure future support of vulnerable populations through FareStart programs and operations. | $10,000 | |
| Foster Care Alumni of America | ||||||||
| 4929 W Warwick | Chicago | IL | 60641 | N/A | PC | To provide FCAA with funding to support the Young Leaders effort through the National Foster Care Youth and Alumni Policy Council. | $27,750 | |
| FosterClub | ||||||||
| 620 Holladay Dr 1 | Seaside | OR | 97138 | N/A | PC | To provide resources to young people, including assistance with access and connection to resources and peers, and identify gaps in the system. | $150,000 | |
| FosterClub | ||||||||
| 620 Holladay Dr 1 | Seaside | OR | 97138 | N/A | PC | To provide support for technical and usability improvements to the site www.FamilyFirstAct.org. | $80,000 | |
| FosterClub | ||||||||
| 620 Holladay Dr 1 | Seaside | OR | 97138 | N/A | PC | Support FosterClub in its mission to elevate the profile of child welfare issues and empower young people in and alumni of foster care by deploying their experiences and voices to educate national policy makers and stakeholders. | $288,549 | |
| FosterClub | ||||||||
| 620 Holladay Dr 1 | Seaside | OR | 97138 | N/A | PC | To assist Grantee with leveraging emergency funds to provide resources to young people in response to the COVID-19 pandemic, including assistance with access and connection to resources and peers, and identifying gaps in the system. | $150,000 | |
| Foundation for Louisiana | ||||||||
| 1820 St Charles Ave Suite 200 | New Orleans | LA | 70130 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $110,000 | |
| Foundation for Students Rising Above | ||||||||
| PO BOX 192492 | San Francisco | CA | 94119 | N/A | PC | To support SRA's work on mentoring and coaching vulnerable youth to attend college with tuition and support to successfully graduate and find a job. | $5,000 | |
| Foundation for the Mid South | ||||||||
| 134 East Amite Street | Jackson | MS | 39201 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| Foundation for the Mid South | ||||||||
| 134 East Amite Street | Jackson | MS | 39201 | N/A | PC | To support the search for and hiring of a project manager for the Delta Proud Youth Initiative. | $150,000 | |
| Four Oaks Family and Children's Services | ||||||||
| 5400 Kirkwood Blvd SW | Cedar Rapids | IA | 52404 | N/A | PC | To support Grantee's establishment of learning centers for youth in grades K-6 who have multiple challenges, and are at risk of falling further behind behaviorally, socially, and emotionally. | $20,000 | |
| Fund for the City of New York | ||||||||
| 121 Avenue of the Americas 6th Fl | New York | NY | 10013 | N/A | PC | To support Grantee's development of Rise resources and trainings. | $150,000 | |
| Fund for the City of New York | ||||||||
| 121 Avenue of the Americas 6th Fl | New York | NY | 10013 | N/A | PC | To support Grantee's development of Rise resources and policy papers. | $35,000 | |
| Fundacion Comunitaria de Puerto Rico | ||||||||
| PO BOX 70362 | San Juan | PR | 00936 | N/A | PC | To support Grantee's Racial Equity Building Institute for the Americas, which will create synergy between local, regional, and national movements. | $500,000 | |
| Fundacion Comuntaria de Puerto Rico | ||||||||
| PO BOX 70362 | San Juan | PR | 00936 | N/A | PC | To provide support for immediate relief, psycho-emotional support and the organizing of Community Emergency Response Teams. | $250,000 | |
| Generations United | ||||||||
| 80 F St NW 8th Floor | Washington | DC | 20001 | N/A | PC | To assist Grantee with leveraging emergency funds to meet the greatest number of grandfamilies needs by engaging GRAND Voices. | $150,000 | |
| Generations United | ||||||||
| 80 F St NW 8th Floor | Washington | DC | 20001 | N/A | PC | To meet the greatest number of grandfamilies' needs by engaging GRAND Voices to help ensure grandfamilies get access to various funding available in response to the COVID-19 pandemic. | $150,000 | |
| Global Orphan Project | ||||||||
| 3161 Wyandotte ST | Kansas City | MO | 64111 | N/A | PC | To support Grantee's CarePortal platform to make care connections for the benefit of children and families in crisis. | $10,000 | |
| Grantmakers for Effective Organizations | ||||||||
| 1310 L Street NW Suite 650 | Washington | DC | 20005 | N/A | PC | To support Grantee's general operating costs. | $15,000 | |
| Grantmakers for Effective Organizations | ||||||||
| 1310 L Street NW Suite 650 | Washington | DC | 20005 | N/A | PC | To provide support for Grantee's conference planning. | $25,000 | |
| GrassROOTS Community Foundation | ||||||||
| 59 Main Street Suite 323 | West Orange | NJ | 07052 | N/A | PC | In memory of Gordon Cecil Glasgow | $1,000 | |
| Greater Washington Community Foundation | ||||||||
| 1325 G Street NW Suite 480 | Washington | DC | 20005 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| Harlem Children's Zone | ||||||||
| 35 East 125th St | New York | NY | 10035 | N/A | PC | The purpose of the Grant is support Grantee's general operating costs. | $10,000 | |
| Hispanics in Philanthropy | ||||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | N/A | PC | To support expenses in connection with Nuestro Momento Conference. | $35,000 | |
| Hispanics in Philanthropy | ||||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | N/A | PC | To support Grantee's All-Staff Retreat scheduled for late fall 2020. | $100,000 | |
| Hispanics in Philanthropy | ||||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | N/A | PC | To support the continuation of a philanthropic focus on the family separation crisis at the U.S./Mexico border. | $100,000 | |
| Hispanics in Philanthropy | ||||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | N/A | PC | The cost of cancelling an event due to Covid. | $7,793 | |
| Ho-Chunk Community Development Corporation | ||||||||
| 509 HoChunk Plaza North | Winnebago | NE | 68071 | N/A | PC | To assist with the provision of nutritional support and other family support to the vulnerable populations in Nebraska served by Ho-Chunk Community Development Corporation during this global Coronavirus pandemic. | $50,000 | |
| IDEO org | ||||||||
| 444 Spear St Suite 213 | San Francisco | CA | 94105 | N/A | PC | To support Grantee's work with the New Jersey Department of Children and Families (DCF) and its Powerful Families Powerful Communities NJ initiative. | $450,000 | |
| Illuminate Colorado | ||||||||
| 1530 West 13th Avenue Suite 118 | Denver | CO | 80204 | N/A | PC | To support the Colorado Partnership for Thriving Families through support of multiple projects. | $100,000 | |
| Independent Sector | ||||||||
| 1602 L Street NW | Washington | DC | 20036 | N/A | PC | The purpose of the Grant is to support Grantee's Upswell 2020 virtual event | $100,000 | |
| Indian Child Welfare Law Center | ||||||||
| 1730 Clifton Place Suite 104 | Minneapolis | MN | 55403 | N/A | PC | To document Grantee's practice model and outcomes of twenty-five years of practice. | $90,000 | |
| Indiana Supreme Court Office of Judicial Administration | ||||||||
| 251 N Illinois St 16th Floor | Indianapolis | IN | 46204 | N/A | GOV | To increase the level and effectiveness of family and youth engagement in Indiana policy making and state social and family services delivery. | $2,500 | |
| Inter American University of Puerto Rico | ||||||||
| PO Box 363255 | San Juan | PR | 00936 | N/A | PC | To support an initiative that would allow the implementation of a multidisciplinary representation model in Puerto Rico. | $60,000 | |
| Johns Hopkins University | ||||||||
| 3910 Keswick Rd N-4327B | Baltimore | MD | 21211 | N/A | PC | To support distributing the children's storybook Our Smallest Warriors, Our Strongest Medicine: Overcoming COVID-19 to Native American communities. | $75,000 | |
| Juvenile Law Center | ||||||||
| 1800 John F Kennedy Blvd Ste 1900B | Philadelphia | PA | 19103 | N/A | PC | To sponsor Grantee's 45th Anniversary and Leadership Prize Celebration. | $25,000 | |
| Kawerak Inc | ||||||||
| PO Box 948 | Nome | AK | 99762 | N/A | PC | To provide support to Grantee as it responds to the effects of the COVID-19 pandemic on tribal land. | $95,000 | |
| Kawerak Inc | ||||||||
| PO Box 948 | Nome | AK | 99762 | N/A | PC | To purchase laptop computers that will enable Grantee's social workers and support staff to virtually meet the well-being and safety needs of children and families in its region of Northwest Alaska. | $42,000 | |
| Latino Health Access | ||||||||
| 450 W 4th St Ste 130 | Santa Ana | CA | 92701 | N/A | PC | To assist with the provision of nutritional support and other family support to vulnerable populations in and around the communities that these organizations serve during this global Coronavirus pandemic | $50,000 | |
| lnstitute of the Black World 21st Century | ||||||||
| 3135 95th Street | East Elmhurst | NY | 11369 | N/A | PC | Grantee will provide culturally based listening support to medlcal first responders who are tackling the immediate needs of COVID-19 patients. | $50,000 | |
| lnstitute of the Black World 21st Century | ||||||||
| 3135 95th Street | East Elmhurst | NY | 11369 | N/A | PC | To provide culturally based listening support to medlcal first responders who are tackling the immediate needs of COVID-19 patients. | $25,000 | |
| Martin Luther King Sr Community Resources Collaborative | ||||||||
| 101 Jackson St NE | Atlanta | GA | 30312 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| Metropolitan State University of Denver Foundation | ||||||||
| Campus Box 14 PO Box 173362 | Denver | CO | 80217 | N/A | PC | To provide support for Grantee's EPIC Scholars program. | $20,000 | |
| Mile High United Way | ||||||||
| 711 Park Avenue West | Denver | CO | 80205 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| Minnesota Counties Foundation | ||||||||
| 125 Charles Avenue | St Paul | MN | 55013 | N/A | PC | To fund a Foster America Fellow for the Minnesota Association of County Social Services Administrators (MACSSA), an affiliate of the AMC. | $48,000 | |
| Mississippi Valley State University | ||||||||
| 14000 Highway 82 West 7265 | Itta Bena | MS | 38941 | N/A | GOV | To support and pay for expenses in connection with the Department of Social Work's 40th Annual Social Work Conference | $10,000 | |
| Muscogee (Creek) Nation | ||||||||
| PO Box 580 | Okmulgee | OK | 74447 | N/A | GOV | To provide support to Grantee as it responds to the effects of the COVID-19 pandemic on tribal land. | $90,000 | |
| National CARES Mentoring Movement | ||||||||
| 5 Penn Plaza 23rd Floor | New York | NY | 10001 | N/A | PC | To support Grantee's 2020 For the Love of Our Children Gala | $100,000 | |
| National CARES Mentoring Movement | ||||||||
| 5 Penn Plaza 23rd Floor | New York | NY | 10001 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $50,000 | |
| National CARES Mentoring Movement | ||||||||
| 5 Penn Plaza 23rd Floor | New York | NY | 10001 | N/A | PC | To sponsor Grantee's 6th Annual For the Love of Our Children Virtual Gala, which is scheduled to take place on January 23, 2021. | $50,000 | |
| National CASA Association | ||||||||
| 100 West Harrison Street North Towe | Seattle | WA | 98119 | N/A | PC | To support Grantee's mission and general operating costs. | $50,000 | r Suite 500 |
| National Council of Juvenile and Family Court Judges | ||||||||
| PO Box 8970 | Reno | NV | 89507 | N/A | PC | To support Grantee's Institute for New Juvenile and Family Court Judges on April 2020 in Reno Nevada, and Grantee's 83rd Annual Conference on July 2020 in Reno, Nevada. | $34,075 | |
| National Court Appointed Special Advocates Association | ||||||||
| 100 West Harrison Street North Towe | Seattle | WA | 98119 | N/A | PC | To support Grantee's work with CASA programs across the United States. | $100,000 | r Suite 500 |
| National Foster Youth Institute | ||||||||
| 3550 Wilshire Blvd Suite 1601 | Los Angeles | CA | 90010 | N/A | PC | Support NFYI's 9th annual Congressional Foster Youth Shadow Day program. | $281,000 | |
| National Foster Youth Institute | ||||||||
| 3550 Wilshire Blvd Suite 1601 | Los Angeles | CA | 90010 | N/A | PC | To honor 2019 Shadow Day Delegate Dosha "DJay" Joi, who passed away May 14, 2020 from the COVID-19 coronavirus | $1,000 | |
| National Foundation to End Child Abuse and Neglect | ||||||||
| 13123 East 16th Avenue Box B-390 | Aurora | CO | 80045 | N/A | PC | To support the Proof of Concept/Public Child Welfare System Transformation collaboration, which is being led by Casey and other partners. | $75,000 | |
| Native American Fatherhood and Families Association | ||||||||
| 1215 East Brown Road | Mesa | AZ | 85203 | N/A | PC | To provide support for Grantee's work to address the disproportionate number of Native Americans in the North Dakota prison system. | $40,000 | |
| Native American Training Institute | ||||||||
| 3333 E Broadway Ave STE 1210 | Bismarck | ND | 58501 | N/A | PC | To provide funding that will support one full-time person who will provide training on wraparound and related programs and other related topics for tribal child welfare programs in North Dakota. | $150,000 | |
| Native Americans in Philanthropy | ||||||||
| 323 Washington Avenue North 200 | Minneapolis | MN | 55401 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| Navajo Heritage Foundation | ||||||||
| PO BOX 2464 | Page | AZ | 86040 | N/A | PC | To support the facilitation of virtual zoom webinar strategic action planning sessions of related risk factors among American Indian families, youth, and communities. | $250,000 | |
| Navajo Nation | ||||||||
| 100 Parkway PO Box 7440 | Window Rock | AZ | 86515 | N/A | GOV | To provide support to Grantee as it responds to the effects of the COVID-19 pandemic on tribal land. | $100,000 | |
| NDN Collective | ||||||||
| 317 Main St 1 Suite 1 | Rapid City | SD | 57701 | N/A | PC | To support Grantee's work to provide community and economic development strategies to a cohort of tribal nations with whom Casey has a Child Welfare Collaboration Agreement (CWCA). | $96,000 | |
| New Mexico State University Foundation | ||||||||
| PO Box 3590 | Las Cruces | NM | 88003 | N/A | PC | NMSUF through the CICW will collaborate with community partners to support an increased understanding of factors and dynamics that impact immigrant families. | $26,250 | |
| New York State Unified Court System | ||||||||
| 2500 Pond View Suite 104 | CastletononHudson | NY | 12033 | N/A | GOV | To provide support for modifications to court operations as a result of COVID-19 disruptions. | $31,450 | |
| New Yorkers for Children | ||||||||
| 450 Seventh Avenue Suite 403 | New York | NY | 10123 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| New Yorkers for Children | ||||||||
| 450 Seventh Avenue Suite 403 | New York | NY | 10123 | N/A | PC | To provide emergency funding for 102 students in college that are in foster care or have recently aged out of care. | $45,650 | |
| Northern Cheyenne Tribe | ||||||||
| 600 S Cheyenne Bvld | Lame Deer | MT | 59043 | N/A | GOV | To provide support to Grantee as it responds to the effects of the COVID-19 pandemic on tribal land. | $20,000 | |
| Northern Cheyenne Tribe | ||||||||
| 600 S Cheyenne Bvld | Lame Deer | MT | 59043 | N/A | GOV | To purchase computers with video and Zoom videoconference capability for Grantee's staff. | $9,000 | |
| Northern Cheyenne Tribe | ||||||||
| 600 S Cheyenne Bvld | Lame Deer | MT | 59043 | N/A | GOV | To support Grantee's mission to help children and families during this challenging time, and to support staff with meeting the well-being and safety needs of children and families. | $10,000 | |
| Northern Cheyenne Tribe | ||||||||
| 600 S Cheyenne Bvld | Lame Deer | MT | 59043 | N/A | GOV | To provide support to Grantee as it responds to the ongoing impact and effects of the COVID-19 pandemic on tribal land. | $40,000 | |
| Northwest African American Museum | ||||||||
| 2300 S Massachusetts St | Seattle | WA | 98144 | N/A | PC | To provide support for the 2020 NAAM Unity Luncheon | $10,000 | |
| Oakland Kids First | ||||||||
| 2744 East 11th Street | Oakland | CA | 94601 | N/A | PC | To support Grantee's mission and general operating costs. | $10,000 | |
| Opportunities Industrialization Center of Washington | ||||||||
| 815 Fruitvale Blvd | Yakima | WA | 98902 | N/A | PC | To support Grantee's Martin Luther King Jr. Day youth basketball tournament. | $500 | |
| Opportunities Industrialization Center of Washington | ||||||||
| 815 Fruitvale Blvd | Yakima | WA | 98902 | N/A | PC | To provide community services to the most vulnerable populations in order to meet basic needs. | $15,000 | |
| Opportunities Industrialization Center of Washington | ||||||||
| 815 Fruitvale Blvd | Yakima | WA | 98902 | N/A | PC | To support Grantee and is in recognition of Grantee engaging with Casey to share information about the neighborhoods in areas served by Casey's Child and Family Services Yakima Field Office. | $10,000 | |
| Osage Nation | ||||||||
| 255 Senior Drive | Pawhuska | OK | 74056 | N/A | GOV | To provide support to Grantee as it responds to the effects of the COVID-19 pandemic on tribal land. | $20,000 | |
| Osage Nation | ||||||||
| 255 Senior Drive | Pawhuska | OK | 74056 | N/A | GOV | To provide support to Grantee as it responds to the ongoing impact and effects of the COVID-19 pandemic on tribal land. | $20,000 | |
| Pascua Yaqui Tribe | ||||||||
| 7777 S Camino Huivisim Bldg C | Tucson | AZ | 85757 | N/A | GOV | To provide support to Grantee as it responds to the effects of the COVID-19 pandemic on tribal land. | $30,000 | |
| Pascua Yaqui Tribe | ||||||||
| 7777 S Camino Huivisim Bldg C | Tucson | AZ | 85757 | N/A | GOV | To provide support to Grantee as it responds to the ongoing impact and effects of the COVID-19 pandemic on tribal land. | $30,000 | |
| Paternal Opportunities Programs and Services (POPS) | ||||||||
| 3878 Old Town Ave 200 | San Diego | CA | 92110 | N/A | PC | To provide support for the Grantee's general operating costs. | $5,000 | |
| Philanthropy Northwest | ||||||||
| 2101 Fourth Ave Suite 650 | Seattle | WA | 98121 | N/A | PC | To provide support for Grantee's conference planning. | $25,000 | |
| Philanthropy Southwest | ||||||||
| 1910 Pacific Avenue Suite 13500 | Dallas | TX | 75201 | N/A | PC | To provide support for Grantee's 2020 Annual Conference, and to support Grantee's general operating costs. | $60,000 | |
| Philanthropy Southwest | ||||||||
| 1910 Pacific Avenue Suite 13500 | Dallas | TX | 75201 | N/A | PC | To provide support for Grantee's Board of Director's Diversity, Equity, and Inclusion efforts. | $15,000 | |
| Philanthropy Southwest | ||||||||
| 1910 Pacific Avenue Suite 13500 | Dallas | TX | 75201 | N/A | PC | To provide support for conference planning, and diversity, equity, and inclusion work efforts. | $25,000 | |
| President and Fellows of Harvard College | ||||||||
| 79 JFK St Box 114 | Cambridge | MA | 02139 | N/A | PC | To help jurisdictions design and implement initiatives that are aimed towards transforming child well-being systems and improving outcomes for children and families. | $764,550 | |
| President and Fellows of Harvard College | ||||||||
| 79 JFK St Box 114 | Cambridge | MA | 02139 | N/A | PC | To help jurisdictions design and implement initiatives that are aimed towards transforming child well-being systems and improving outcomes for children and families. | $764,550 | |
| Proof Alliance | ||||||||
| 1876 Minnehaha Ave W | St Paul | MN | 55104 | N/A | PC | To create an app for Grantee that will put a wealth of resources right in the hand of professionals and parents across the nation with a direct focus on the Native Nation populations of Minnesota. Using the app, professionals, such as social workers and judges, can read helpful articles, watch on-demand webinars, or recommend useful content for the app. | $50,000 | |
| Regents of the University of Colorado | ||||||||
| 13123 E 16th Ave B390 | Aurora | CO | 80045 | N/A | PC | To provide support for Grantee's international virtual conference, A Call to Action to Change Child Welfare, which will take place on October 5-8, 2020. | $20,000 | |
| Safe & Sound | ||||||||
| 1757 Waller Street | San Francisco | CA | 94117 | N/A | PC | To support the Grantee's 2020 Blue Ribbon Luncheon (Event) | $5,000 | |
| San Antonio Area Foundation | ||||||||
| 303 Pearl Parkway Suite 114 | San Antonio | TX | 78215 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| Seattle Cares Circle of the National Cares Mentoring Movement | ||||||||
| 1404 East Yesler Way Suite B | Seattle | WA | 98122 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $40,000 | |
| Seattle Colleges Foundation | ||||||||
| 1500 Harvard Avenue | Seattle | WA | 98122 | N/A | PC | To support Grantee's Believe Gala | $5,000 | |
| Seattle Indian Health Board | ||||||||
| 611 12th Avenue South | Seattle | WA | 98144 | N/A | PC | To support Grantee's mission and general operating costs. | $50,000 | |
| Shields for Families | ||||||||
| 11601 S Western Ave | Los Angeles | CA | 90047 | N/A | PC | To support Grantee's mission and general operating costs. | $10,000 | |
| Sisseton-Wahpeton Oyate | ||||||||
| PO Box 509 | Agency Village | SD | 57262 | N/A | GOV | To provide support to Grantee as it responds to the effects of the COVID-19 pandemic on tribal land. | $45,000 | |
| Sisseton-Wahpeton Oyate | ||||||||
| PO Box 509 | Agency Village | SD | 57262 | N/A | GOV | To provide support to Grantee as it responds to the ongoing impact and effects of the COVID-19 pandemic on tribal land. | $50,000 | |
| South Carolina Department of Social Services | ||||||||
| 1535 Confederate Avenue Extension | Columbia | SC | 29202 | N/A | GOV | To support workforce capacity building through launching the Title IV- Stipend Program, To support Safety Culture work, and to support racial equity through providing infrastructure (community based) and training supports for the Racial Equity initiative. | $200,000 | |
| Southeastern Council of Foundations | ||||||||
| 100 Peachtree Street NW Suite 2080 | Atlanta | GA | 30303 | N/A | PC | s to support Grantee's 51st Annual Meeting: Leading the Way. | $25,000 | |
| Spirit Lake Tribe | ||||||||
| 816 3rd Ave North | Ft Totten | ND | 58335 | N/A | GOV | To provide support to Grantee as it responds to the effects of the COVID-19 pandemic on tribal land. | $30,000 | |
| Spirit Lake Tribe | ||||||||
| 816 3rd Ave North | Ft Totten | ND | 58335 | N/A | GOV | To purchase computers with video and Zoom videoconference capability for Grantee's staff. | $10,500 | |
| Spirit Lake Tribe | ||||||||
| 816 3rd Ave North | Ft Totten | ND | 58335 | N/A | GOV | To provide support to Grantee as it responds to the ongoing impact and effects of the COVID-19 pandemic on tribal land. | $40,000 | |
| StolenYouth | ||||||||
| PO Box 296 | Seattle | WA | 98111 | N/A | PC | To sponsor StolenYouth's Town Hall October 15, 2020. | $5,000 | |
| Tanana Chiefs Conference | ||||||||
| 122 1st Ave 600 | Fairbanks | AK | 99701 | N/A | PC | To provide support to Grantee as it responds to the effects of the COVID-19 pandemic on tribal land. | $45,000 | |
| Tanana Chiefs Conference | ||||||||
| 122 1st Ave 600 | Fairbanks | AK | 99701 | N/A | PC | To provide support to Grantee as it responds to the ongoing impact and effects of the COVID-19 pandemic on tribal land. | $45,000 | |
| Texas Center for Child and Family Studies | ||||||||
| 409 West 13th Street | Austin | TX | 78701 | N/A | SO I | To strengthen and continuously improve the services, practices, and care for at-risk children, youth, and families through education and research, collaboration, and advocacy. | $10,000 | |
| Texas Grandparents Raising Grandchildren | ||||||||
| 7719 Barhill Post | San Antonio | TX | 78254 | N/A | PC | To support Grantee's creation of a kinship caregiver advocacy training with an emphasis on developing advocates on policy and stakeholder education. | $30,000 | |
| The Arrow Project of Maryland | ||||||||
| 1605 Cromwell Bridge Rd | Baltimore | MD | 21234 | N/A | PC | To plan and implement Family Centered Treatment (FCT) in the greater Baltimore area. | $28,500 | |
| The Carter Center | ||||||||
| 453 Freedom Parkway | Atlanta | GA | 30307 | N/A | PC | To csupport Grantee's ontinue efforts to bring multiple systems together to create solutions to address the needs of vulnerable youth. | $50,000 | |
| The Children's Village | ||||||||
| 1 Echo Hill | Dobbs Ferry | NY | 10522 | N/A | PC | To support Grantee's BraveLife Intervention (BLI) Program, an evidence-informed positive youth development program helping youth in care that are at risk of homelessness. | $50,000 | |
| The Communications Network | ||||||||
| 718 7th Street NW 2nd Floor | Washington | DC | 20001 | N/A | PC | To support Grantee's annual conference. | $25,000 | |
| The Confederated Tribes and Bands of the Yakama Nation | ||||||||
| 401 Fort Road | Toppenish | WA | 98948 | N/A | GOV | To provide computers with keyboards and data plans to help ease the strain on Grantee's staff with regard to how they respond to and visit with the youth and families they serve directly during the Covid-19 pandemic. | $19,600 | |
| The Confederated Tribes and Bands of the Yakama Nation | ||||||||
| 401 Fort Road | Toppenish | WA | 98948 | N/A | GOV | To provide support to Grantee as it responds to the effects of the COVID-19 pandemic on tribal land. | $45,000 | |
| The Confederated Tribes and Bands of the Yakama Nation | ||||||||
| 401 Fort Road | Toppenish | WA | 98948 | N/A | GOV | To provide support to Grantee as it responds to the ongoing impact and effects of the COVID-19 pandemic on tribal land. | $50,000 | |
| The East Bay Community Foundation | ||||||||
| 200 Frank H Ogawa Plaza | Oakland | CA | 94612 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| The Greater Tacoma Community Foundation | ||||||||
| 950 Pacific Avenue Suite 1100 | Tacoma | WA | 98402 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| The Man in Me | ||||||||
| 12108 Greywacke Drive | Manor | TX | 78653 | N/A | PC | To provide funding for training and program supplies for Grantee's Fathers Corner, a new program providing support to fathers involved in the Travis County Child Welfare docket's Court Ordered Services cases. | $11,300 | |
| The Minneapolis Foundation | ||||||||
| 800 IDS Center 80 S Eighth Street | Minneapolis | MN | 55402 | N/A | PC | To bring the Minneapolis chapter of the National Cares Mentoring Movement to the table as a strategic partner in the development of an aligned strategy for trauma informed violence prevention and intervention. | $40,000 | |
| The Mockingbird Society | ||||||||
| 2100 24th Avenue S Ste 240 | Seattle | WA | 98144 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $60,000 | |
| The Mockingbird Society | ||||||||
| 2100 24th Avenue S Ste 240 | Seattle | WA | 98144 | N/A | PC | To support Grantee's three-part speaker series: Through the Lens of Lived Experience (Event), that is to take place virtually on October 1, 2020, October 15, 2020, and November 12, 2020. | $2,500 | |
| The National Alliance of Child Abuse Prevention Funds | ||||||||
| 5712 30th Ave NE | Seattle | WA | 98105 | N/A | PC | To provide targeted support to parents who are members of the Birth Parent National Network (BPNN), and to birth and foster parents and kinship caregivers who are members of the Birth and Foster ParentPartnership (BFPP). | $300,000 | |
| The National Alliance of Child Abuse Prevention Funds | ||||||||
| 5712 30th Ave NE | Seattle | WA | 98105 | N/A | PC | To support The National Alliance of Child Abuse Prevention Funds d/b/a Children's Trust Fund Alliance in providing resources to the BPNN, BPAC, and BFPP in response to the COVID-19 pandemic. | $300,000 | |
| The San Diego Foundation | ||||||||
| 2508 Historic Decatur Rd Suite 200 | San Diego | CA | 92106 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| The Seattle Foundation | ||||||||
| 1601 Fifth Avenue Suite 1900 | Seattle | WA | 98101 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| The Young Mens Christian Association of Boise City Idaho | ||||||||
| 3720 S Indiana Ave | Caldwell | ID | 83605 | N/A | PC | To support Grantee's mission and general operating costs. | $10,000 | |
| Tides Center | ||||||||
| 1014 Torney Avenue | San Francisco | CA | 94129 | N/A | PC | To sponsor EPIP's Sankofa Summer, an 8-week series of virtual events taking place in July and August 2020. | $7,500 | |
| Tides Center | ||||||||
| 1014 Torney Avenue | San Francisco | CA | 94129 | N/A | PC | For capacity building to assist in building an infrastructure for outreach and engagement; the remaining of the Grant Funds will be used for Tides Center administrative fees. | $274,725 | |
| Tides Center | ||||||||
| 1014 Torney Avenue | San Francisco | CA | 94129 | N/A | PC | To provide support for Grantee's mission to eliminate the violence in American cities related to African American men and boys. | $439,560 | |
| Tribal Law & Policy Institute | ||||||||
| 8235 Santa Monica Blvd Suite 211 | West Hollywood | CA | 90046 | N/A | PC | To support the continuation and expansion of the Tribal Justice Collaborative court model. | $80,000 | |
| Trinity Village Center | ||||||||
| 3601 Dill Road | Richmond | VA | 23222 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $60,000 | |
| UnidosUS | ||||||||
| 1126 16th Street NW | Washington | DC | 20036 | N/A | PC | To support Grantee in its efforts to support Latinx Child and Family Well-Being. | $250,000 | |
| United Way of Treasure Valley | ||||||||
| 3100 S Vista Ave | Boise | ID | 83705 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| University of Montana Foundation | ||||||||
| PO Box 7159 | Missoula | MT | 59807 | N/A | PC | To provide support for the Trauma Informed Tribal Community Engagement initiative at the National Native Children's Trauma Center. | $85,000 | |
| University of Texas at Austin | ||||||||
| 100 W Dean Keeton St SSB 4400 A5700 | Austin | TX | 78712 | N/A | GOV | To provide support for Grantee's Collegiate Black Male Retreat (CBMR). | $5,000 | |
| University of Washington - School of Social Work | ||||||||
| 4101 15th Ave NE | Seattle | WA | 98105 | N/A | GOV | To provide support to Grantee's Student Emergency Fund in response to COVID-19. | $2,500 | |
| Voice for Adoption | ||||||||
| 1220 L Street NW Ste 100-344 | Washington | DC | 20005 | N/A | PC | to support Grantee's virtual National Adoption Month briefing and 16th Annual Adoptive Family Portrait Project Display and Reception. | $10,000 | |
| Washington Regional Association of Grantmakers | ||||||||
| 1100 New Jersey Avenue SE Suite 710 | Washington | DC | 20003 | N/A | PC | To support a project to quantify cost savings to the child welfare system that occur from leveraging Family Resource Centers (FRCs). | $97,500 | |
| Washington State Department of Children Youth and Families | ||||||||
| 315 Holton Avenue Suite 200 | Yakima | WA | 98902 | N/A | GOV | To provide support for the holiday celebrations for the Toppenish and Sunnyside offices of the Washington State Department of Children, Youth, and Families. | $3,000 | |
| World Conference of Mayors | ||||||||
| 410 Prestwood Circle | Tuskegee | AL | 36083 | N/A | PC | To support Grantee's 2020 Conference | $25,000 | |
| Yakima Valley Community Foundation | ||||||||
| 111 University Parkway Suite 102 | Yakima | WA | 98901 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| YMCA of Greater Seattle | ||||||||
| 909 4th Avenue | Seattle | WA | 98144 | N/A | PC | To support Grantee's presentation of a virtual screening of the film "A Most Beautiful Thing," followed by a community panel on August 5, 2020, in which community leaders and experts will discuss the systemic themes of the film. | $5,000 | |
| YMCA of Greater Seattle | ||||||||
| 909 4th Avenue | Seattle | WA | 98144 | N/A | PC | To provide support for Grantee's African American CEO Conference | $10,000 | |
| YMCA of Greater Seattle | ||||||||
| 909 4th Avenue | Seattle | WA | 98144 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $100,000 | |
| YMCA of Metropolitan Los Angeles | ||||||||
| 625 S New Hampshire | Los Angeles | CA | 90005 | N/A | PC | To provide full YMCA Memberships and other YMCA services for youth, parents, resource caregivers, kinship families, and transition-aged young adults enrolled in CFP field offices. | $20,000 | |
| You Grow Girl | ||||||||
| 10215 Lake City Way NE Suite H | Seattle | WA | 98125 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $35,000 | |
| Young Women Empowered | ||||||||
| 2524 16th Avenue S Suite 301 | Seattle | WA | 98144 | N/A | PC | To support Grantee's Covid-19 relief efforts and initiatives in its community. | $35,000 | |
| ACLU Foundation | ||||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | N/A | PC | Employee Matching Gift - For General Operating Support | $180 | |
| Africa School Assistance Project | ||||||||
| 191 University Blvd 285 | Denver | CO | 80206 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Alpha Supported Living Services | ||||||||
| 16030 Juanita-Woodinville Way NE | Bothell | WA | 98011 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| American Diabetes Association | ||||||||
| PO Box 7023 | Merrifield | VA | 22311 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 | |
| Arizona Community Foundation | ||||||||
| 2201 E Camelback Rd 405B | Phoenix | AZ | 85016 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 | |
| Arthritis Foundation Inc | ||||||||
| 1355 Peachtree Street NE Suite 600 | Atlanta | GA | 30309 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| Bainbridge Community Foundation | ||||||||
| 221 Winslow Way W 305 | Bainbridge | WA | 98110 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| Bainbridge Island Parks Foundation | ||||||||
| PO Box 11127 | Bainbridge | WA | 98110 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| Ballard Food Bank | ||||||||
| 5130 Leary Ave NW | Seattle | WA | 98107 | N/A | PC | Employee Matching Gift - For General Operating Support | $360 | |
| Bringham Young University | ||||||||
| PO Box 27188 | Provo | UT | 84602 | N/A | PC | Employee Matching Gift - For General Operating Support | $450 | |
| CASA Lake County | ||||||||
| 700 Forest Edge Dr | Vernon Hills | IL | 60061 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| Casa Marianella | ||||||||
| 821 Gunter Street | Austin | TX | 78702 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| Cascade Public Media | ||||||||
| 401 Mercer St | Seattle | WA | 98109 | N/A | PC | Employee Matching Gift - For General Operating Support | $170 | |
| Childhaven | ||||||||
| 316 Broadway | Seattle | WA | 98112 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| Columbus City Schools | ||||||||
| 540 Jack Gibbs Blvd | Columbus | OH | 43215 | N/A | PC | Employee Matching Gift - For General Operating Support | $350 | |
| Connecticut Food Bank | ||||||||
| 2 Research Parkway | Wallingford | CT | 06492 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| CORE Tanzania | ||||||||
| 6709 Earl Ave NW | Seattle | WA | 98117 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Crossover Mission | ||||||||
| 1965 42nd Ave Suite 3 | Vero Beach | FL | 32960 | N/A | PC | Employee Matching Gift - For General Operating Support | $650 | |
| Donnelly Bible Church | ||||||||
| PO Box 167 | Donnelly | ID | 83615 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 | |
| Donors Choose | ||||||||
| 134 W 37th Street Floor 11 | New York | NY | 10018 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 | |
| Equal Justice Initiative | ||||||||
| 122 Commerce St | Montgomery | AL | 36104 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| FareStart | ||||||||
| 700 Virginia Street | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Food Lifeline | ||||||||
| 815 S 96th St | Seattle | WA | 98108 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| Friends of Public Radio Arizona | ||||||||
| 2323 W 14TH ST | TEMPE | AZ | 85281 | N/A | PC | Employee Matching Gift - For General Operating Support | $225 | |
| Gender Diversity | ||||||||
| 6523 California Ave SW 360 | Seattle | WA | 98136 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Great Arizona Puppet Theater | ||||||||
| 302 W Latham St | Phoenix | AZ | 85003 | N/A | PC | Employee Matching Gift - For General Operating Support | $775 | |
| Greater Washington Community Foundation | ||||||||
| 1325 G Street Suite 480 | Washington | DC | 20005 | N/A | PC | Employee Matching Gift - For General Operating Support | $400 | |
| Greyhound Pets | ||||||||
| PO Box 891 | Woodenville | WA | 98072 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| Guardian Ad Litem Foundation 20th Judicial Circuit | ||||||||
| 1700 Monroe St 600 | Ft Myers | FL | 33901 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Habitat for Humanity International Inc | ||||||||
| 322 W Lamar St | Americus | GA | 31709 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Hamlin Robinson School | ||||||||
| 1701 20th Ave S | Seattle | WA | 98144 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Heartlinks | ||||||||
| 3920 Outlook Rd | Sunnyside | WA | 98944 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| International Anti-Poaching Foundation | ||||||||
| 1655 N Fort Meyer Dr 700 | Arlington | VA | 22209 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Issaquah Food & Clothing Bank | ||||||||
| 179 1st Ave SE | Issaquah | WA | 98027 | N/A | PC | Employee Matching Gift - For General Operating Support | $400 | |
| JSIM Hope Foundation | ||||||||
| 3040 78th Ave SE | Mercer Island | WA | 98040 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| King County Library System Foundation | ||||||||
| 960 Newport Way NW | Issaquah | WA | 98027 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| King County Sexual Assault Resource Center | ||||||||
| 200 Mill Ave S Suite 10 | Renton | WA | 98057 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 | |
| Kitsap Humane Society | ||||||||
| 9167 Dickey Rd NW | Silverdale | WA | 98383 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| KUOW Puget Sound Public Radio | ||||||||
| 4518 University Way NE 310 | Seattle | WA | 98105 | N/A | PC | Employee Matching Gift - For General Operating Support | $420 | |
| Linternita Foundation | ||||||||
| 8151 E Marblehead Way | Anaheim | CA | 92808 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| Lummi Island Heritage Trust | ||||||||
| PO Box 158 | Lummi Island | WA | 98262 | N/A | PC | Employee Matching Gift - For General Operating Support | $400 | |
| Making a Difference Foundation | ||||||||
| 4218 S Steele Street | Tacoma | WA | 98409 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Marine Toys for Tots Foundation | ||||||||
| 18251 Quantico | Triangle | VA | 22172 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Montana Conservation Corps | ||||||||
| 301 N Willson Avenue | Bozeman | MT | 59715 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| National Multiple Sclerosis Society | ||||||||
| 733 3rd Avenue Floor 3 | New York | NY | 10017 | N/A | PC | Employee Matching Gift - For General Operating Support | $736 | |
| New Beginnings | ||||||||
| PO Box 75125 | Seattle | WA | 98175 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 | |
| New Horizons | ||||||||
| 2709 3rd Ave | Seattle | WA | 98121 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| Northwest Community Bail Fund | ||||||||
| 2311 N 45TH ST STE 303 | Seattle | WA | 98103 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Northwest Harvest E M M | ||||||||
| PO Box 12272 | Seattle | WA | 98102 | N/A | PC | Employee Matching Gift - For General Operating Support | $600 | |
| Old Dog Haven | ||||||||
| PO Box 1409 | Oak Harbor | WA | 98277 | N/A | PC | Employee Matching Gift - For General Operating Support | $484 | |
| Orca K-8 PTSA | ||||||||
| 5215 46th Ave S | Seattle | WA | 98118 | N/A | PC | Employee Matching Gift - For General Operating Support | $650 | |
| Pigs Peace Sanctuary | ||||||||
| PO Box 295 | Stanwood | WA | 98292 | N/A | PC | Employee Matching Gift - For General Operating Support | $333 | |
| Planned Parenthood Federation of America | ||||||||
| 123 William St Fl 10 | New York | NY | 10038 | N/A | PC | Employee Matching Gift - For General Operating Support | $275 | |
| Resource | ||||||||
| 329 Harvest Lane Suite 200 | Williston | VT | 05495 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Seattle Humane Society | ||||||||
| 13212 SE Eastgate Way | Bellevue | WA | 98005 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Seattle Pacific University | ||||||||
| 3307 3rd Ave W Suite 304 | Seattle | WA | 98119 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Share Our Strength Inc | ||||||||
| PO Box 75475 | Baltimore | MD | 21275 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| The Bail Project | ||||||||
| PO Box 750 | Venice | CA | 90294 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| The Church of Jesus Christ of Latter-Day Saints | ||||||||
| 1450 N University Ave | Provo | UT | 84604 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| The Salvation Army | ||||||||
| 111 Queen Anne Ave N 300 | Seattle | WA | 98109 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| Transitional Resources | ||||||||
| 2970 SW Avalon Way | Seattle | WA | 98126 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Treasure Valley YMCA | ||||||||
| 1177 W State St | Boise | ID | 83702 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 | |
| Union Gospel Mission of Yakima | ||||||||
| 1300 N First St | Yakima | WA | 98901 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| United Way | ||||||||
| 720 2nd Ave | Seattle | WA | 98104 | N/A | PC | Employee Matching Gift - For General Operating Support | $2,230 | |
| Vashon Island Pet Protectors | ||||||||
| PO Box 245 | Vashon | WA | 98070 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Westlake High Theater Booster Club | ||||||||
| 4100 Westbank Dr | Austin | TX | 78746 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Woodland Park Zoological Society | ||||||||
| 5500 Phinney Ave N | Seattle | WA | 98103 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| World Vision | ||||||||
| 34834 Weyerhauser Way S | Federal Way | WA | 98063 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 | |
| Yakima Symphony Orchestra | ||||||||
| 32 N Third St 333 | Yakima | WA | 98901 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| You Gotta Believe The Older Child | ||||||||
| 3114 Mermaid Ave | Brooklyn | NY | 11224 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| (no name) | ||||||||
| Total Grants . . . . . . $15,915,515 | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,915,515 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Alliance for Strong Families and Communities | ||||||||
| 648 North Plankinton Avenue Suite 4 | 25 | Milwaukee | WI | 53203 | N/A | PC | To provide support for Grantee's general operating costs, including further assessing the need for standards in child welfare, and aligning those standards with the vision of a 21st Century Child Well-Being System. | $40,125 |
| Foster Care Alumni of America | ||||||||
| 4929 W Warwick | Chicago | IL | 60641 | N/A | PC | To provide FCAA with funding to support the Young Leaders effort through the National Foster Care Youth and Alumni Policy Council. | $9,250 | |
| FosterClub | ||||||||
| 620 Holladay Dr 1 | Seaside | OR | 97138 | N/A | PC | To provide resources to young people, including assistance with access and connection to resources and peers, and identify gaps in the system. | $7,000 | |
| Indiana Supreme Court - Office of Judicial Administration | ||||||||
| 251 N Illinois St 16th Floor | Indianapolis | IN | 46204 | N/A | GOV | To increase the level and effectiveness of family and youth engagement in Indiana policy making and state social and family services delivery. | $7,500 | |
| One Voice | ||||||||
| 1072 JR Lynch St Suite 7 | Jackson | MS | 39203 | N/A | PC | To support Grantee in achieving its mission to ensure an equal voice to traditionally silenced communities across the South. | $75,000 | |
| Seattle Clemency Project | ||||||||
| 1126 34th Ave 208 | Seattle | WA | 98122 | N/A | PC | To support Grantee in achieving its mission to increase access to justice by matching reformed individuals with pro bono attorneys to seek early release from prison or to prevent deportation in light of their redemption. | $20,000 | |
| Alternative Horizons | ||||||||
| PO Box 503 | Durango | CO | 81302 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| BaaHaus Animal Rescue | ||||||||
| PO Box 2356 | Vashon | WA | 98070 | N/A | PC | Employee Matching Gift - For General Operating Support | $333 | |
| Companeros Four Corners Immigrant Resource Center | ||||||||
| 701 Camino del Rio Ste 319 | Durango | CO | 81301 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| CORE Tanzania | ||||||||
| 6709 Earl Ave NW | Seattle | WA | 98117 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Dining For Women | ||||||||
| 400 Executive Center Dr | Greenville | SC | 29615 | N/A | PC | Employee Matching Gift - For General Operating Support | $420 | |
| Eagle River Youth Coalition | ||||||||
| PO Box 4613 | Edwards | CO | 81632 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| Educational Student Tours Inc | ||||||||
| 5014 Shenandoah Ave | Los Angeles | CA | 90056 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| Equal Justice Initiative | ||||||||
| 122 Commerce St | Montgomery | AL | 36104 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| Good Shepherd Food Bank | ||||||||
| PO Box 1807 | Auburn | ME | 04211 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Grace Centers of Hope | ||||||||
| 35 E Huron | Pontiac | MI | 48342 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| Greater Longview United Way | ||||||||
| 310 S Fredonia St | Longview | TX | 75601 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| Harry Chapin Food Bank of Southwest Florida | ||||||||
| 3760 Fowler ST | Fort Myers | FL | 33901 | N/A | PC | Employee Matching Gift - For General Operating Support | $600 | |
| Impact 100 of Indian River County Inc | ||||||||
| PO Box 643425 | Vero Beach | FL | 32964 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| KUOW Puget Sound Public Radio | ||||||||
| 4518 University Way NE 310 | Seattle | WA | 98124 | N/A | PC | Employee Matching Gift - For General Operating Support | $120 | |
| LifeWire | ||||||||
| PO Box 6398 | Bellevue | WA | 98008 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| Manna - The Durango Soup Kitchen | ||||||||
| PO Box 1196 | Durango | CO | 81302 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Natural Resources Defense Council | ||||||||
| 40 West 20th Street | New York | NY | 10011 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 | |
| Planned Parenthood Federation of America | ||||||||
| 123 William St Fl 10 | New York | NY | 10001 | N/A | PC | Employee Matching Gift - For General Operating Support | $410 | |
| San Juan Citizens Alliance | ||||||||
| PO Box 2461 | Durango | CO | 81302 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Seattle Humane Society | ||||||||
| 13212 SE Eastgate Way | Bellevue | WA | 98005 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 | |
| Special Needs Solutions Inc | ||||||||
| 4555 S Palo Verde Rd | Tucson | AZ | 85714 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| Team Tassy | ||||||||
| 7800 Susuquehanna St Suite 502 | Pittsburgh | PA | 15208 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 | |
| The Mockingbird Society | ||||||||
| 2100 24th Avenue South | Seattle | WA | 98144 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 | |
| Union of Concerned Scientists | ||||||||
| 2 Brattle Square | Cambridge | MA | 02138 | N/A | PC | Employee Matching Gift - For General Operating Support | $70 | |
| Women's Foundation of the South | ||||||||
| 1371 Aviators St | New Orleans | LA | 70122 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| (no name) | ||||||||
| Total Grants . . . . . . $169,328 | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $169,328 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $303,580 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,439,255 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,668,867 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|---|
| Misc. Income | $318,024 | ||||
| Income from Private Equity Partnerships | 18 | $9,544,315 | |||
| Unrelated Business Income from Investments | 901101 | $2,667,745 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,667,745 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,618,283 | ExclusionAmt |
| Related Or Exempt Function Incm | $318,024 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,604,052 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11e | LineNumberTxt |
| Relationship Statement | CASEY COLLABORATES WITH FOSTER KINSHIP AND ADOPTIVE PARENTS TO PROVIDE SAFE LOVING HOMES FOR YOUTH IN ITS DIRECT CARE. ALL REVENUE LISTED IN COLUMN E HAS BEEN USED TO CARRY OUT THE EXEMPT PURPOSE OF THIS EXEMPT OPERATING FOUNDATION | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ARIZONA DEPARTMENT OF CHILD SAFETY | |||||||
| 1 | 3003 NORTH CENTRAL AVENUE 23RD FLOO | R | PHOENIX | AZ | 850122919 | $91,619 | Yes (X) |
| IDAHO STATE CONTROLLER | |||||||
| 2 | 700 W STATE ST PO BOX 83720 | BOISE | ID | 837200011 | $113,906 | Yes (X) | |
| SAN DIEGO HEALTH AND HUMAN SERVICES | |||||||
| 3 | 1600 PACIFIC HIGHWAY ROOM 206 | SAN DIEGO | CA | 921012400 | $159,909 | Yes (X) | |
| WA DEPT SOCIAL & HEALTH SERVICES | |||||||
| 4 | PO BOX 45845 | OLYMPIA | WA | 985040000 | $49,919 | Yes (X) | |
| Jeff Coy Unitrust | |||||||
| 5 | 1211 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | $161,313 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ERNST & YOUNG LLP | $262,084 | $39,313 | $39,313 | $222,771 |
| JACOBSON JARVIS & CO. PLLC | $9,500 | $9,500 | ||
| JESSE THOMAS GRAYSTON, CPA | $33,703 | $13,481 | $13,481 | $20,222 |
| VOLDAL WARTELLE & CO. P.S. | $32,500 | $32,500 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|
| LAND | $4,284,473 | $0 | ||
| BUILDINGS | $25,353,126 | $12,246,480 | SL | $974,325 |
| FURNITURE & FIXTURES | $7,194,435 | $5,370,465 | SL | $473,404 |
| Automobiles | $665,642 | $499,204 | SL | $91,087 |
| LEASEHOLD IMPROVEMENTS | $13,766,979 | $10,357,979 | SL | $1,508,568 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| A Second Chance Inc | ||||||||||
| 8350 Frankstown Ave | Pittsburgh | PA | 15221 | 2020-04-17 | $50,000 | The purpose of the Grant is to assist with the provision of nutritional support and other family support to the vulnerable populations in Pennsylvania served by A Second Chance, Inc. during this global Coronavirus pandemic. | $50,000 | No part has been used for other than its intended purpose. | November 2021 | Casey Family Programs reviewed the 2021 Grant Report, but did not undertake any verification of the grantee report as there has not been any reason to doubt its accuracy or reliability (Reg. 53.4945-5(c)). |
| Ho-Chunk Community Development Corporation | ||||||||||
| 509 Ho-Chunk Plaza North | Winnebago | NE | 51104 | 2020-04-17 | $50,000 | To assist with the provision of nutritional support and other family support to the vulnerable populations in Nebraska served by Ho-Chunk Community Development Corporation during this global Coronavirus pandemic. | $50,000 | No part has been used for other than its intended purpose. | November 2021 | Casey Family Programs reviewed the 2021 Grant Report, but did not undertake any verification of the grantee report as there has not been any reason to doubt its accuracy or reliability (Reg. 53.4945-5(c)). |
| Latino Health Access | ||||||||||
| 450 W 4th St Ste 130 | Santa Ana | CA | 92701 | 2020-04-17 | $50,000 | To assist with the provision of nutritional support and other family support to vulnerable populations in and around the communities that these organizations serve during this global Coronavirus pandemic. | $50,000 | No part has been used for other than its intended purpose. | November 2021 | Casey Family Programs reviewed the 2021 Grant Report, but did not undertake any verification of the grantee report as there has not been any reason to doubt its accuracy or reliability (Reg. 53.4945-5(c)). |
Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medium Explanation | See Attachments | MediumExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| Stock Sales | $1,327,093,259 | $1,332,741,910 | -$5,648,651 |
| Fixed Assets | $20,216 | -$20,216 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $243,050,425 | EOYBookValueAmt |
| EOYFMV | $293,049,196 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Common and Preferred Stock | StockNm |
| EOY Book Value | $958,316,070 | EOYBookValueAmt |
| EOYFMV | $1,630,097,534 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $52,208,075 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $53,690,881 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,788,236 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,367,716 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Other Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $365,125,303 | BookValueAmt |
| EOYFMV | $511,093,479 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | Accumulated DepreciationAccumulatedDepreciationAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $4,284,473 | $4,284,473 | ||
| BUILDINGS | $25,353,126 | $12,132,321 | $13,220,805 | $32,350,000 |
| Automobiles | $665,642 | $75,351 | $590,291 | $75,351 |
| Furniture & EQUIPMENT | $7,194,435 | $1,350,566 | $5,843,869 | $1,350,565 |
| LEASEHOLD IMPROVEMENTS | $13,766,979 | $1,900,432 | $11,866,547 | $1,900,432 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (6 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Davis Wright Tremaine LLP | $5,775 | $5,775 | ||
| Foster Garvey PC | $27,559 | $27,559 | ||
| LITTLER MENDELSON FASTIFF | $7,891 | $7,891 | ||
| Law Office of Susan Mindenbergs | $18,000 | $18,000 | ||
| STOEL RIVES LLP | $162,360 | $21,926 | $140,434 | $140,434 |
| Various Attorneys and Costs | $26,638 | $26,638 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 457f Deferred Comp Plan | $3,146,438 | $3,364,015 | $4,780,380 |
| Construction in Progress | $78,766 | $120,795 | $120,795 |
| Deposits | $22,973 | $22,830 | $22,830 |
| Misc. Receivable | $99,360 | $484,156 | $484,156 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Child Welfare Agencies, Youth and Family Support Services | $26,844,214 | $26,844,214 | ||
| ADVERTISING AND PROMOTION | $29,920 | $29,920 | ||
| AUTOMOBILE EXPENSE | $59,331 | $59,331 | ||
| BANK FEES | $18,199 | $18,199 | ||
| COMMUNICATIONS | $711,615 | $711,615 | ||
| DUES AND MEMBERSHIPS | $421,018 | $421,018 | ||
| EQUIPMENT RENTAL/LEASE | $412,355 | $412,355 | ||
| Liability & Property Insurance | $758,446 | $758,446 | ||
| Licensing | $3,615 | $3,615 | ||
| OFFICE SUPPLIES | $181,129 | $181,129 | ||
| POSTAGE | $95,788 | $95,788 | ||
| RECRUITMENT EXPENSES | $128,241 | $128,241 | ||
| REPAIRS & MAINTENANCE | $459,873 | $459,873 | ||
| SOFTWARE & FIXED ASSETS <$1,000 | $2,304,293 | $2,304,293 | ||
| STAFF TRAINING AND DEVELOPMENT | $240,955 | $240,955 | ||
| TEMPORARY HELP | $512,584 | $512,584 | ||
| EXP. ALLOCATION TO INV. INCOME | -$820,801 | $820,801 | $820,801 | |
| ACCRUAL TO CASH ADJUSTMENT | -$2,024,524 | |||
| LESS 50% MEALS DISALLOWED | -$112,866 | |||
| INV. EXPENSES FROM K-1 | $14,243,969 | $14,243,969 | ||
| INV PARTNERSHIP EXPENSES | $8,882,186 | $8,882,186 | $8,882,186 | |
| Miscellaneous | $11,060 | $11,060 | ||
| LESS EXPENSES DEDUCTED ON 990T | -$96,196 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Misc. Income | $727 | $727 | |
| Wells Fargo Revenue Sharing | $46,323 | $46,323 | |
| Tax Payments from Partnerships | $16,145 | $15,984 | |
| Reimbursement of Expenses | $4,830 | ||
| Legal settlement | $250,000 | $250,000 | |
| Income from Private Equity Partnerships | $12,212,059 | $1,211,595 | $1,211,595 |
| Other Income from K-1s | -$929,489 | -$929,489 | |
| Section 751 Income | $2,444,702 | $2,444,702 | |
| Less UBTI | -$2,667,745 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| BOT Deferred Income & Interest | $690,229 | $697,612 |
| Deferred 457f Payable | $4,266,809 | $4,780,380 |
| Deferred Rent | $581,499 | $451,392 |
| Deferred Lease Incentive | $1,056,220 | $506,413 |
| Insurance Claim Reserve | $296,644 | $397,000 |
| TDA Loans | $7,138 | $6,813 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (62 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ABRY Partners | $335,086 | $335,086 | $335,086 | |
| Actis LLP | $457,000 | $457,000 | $457,000 | |
| Activum SG Capital Management Limited | $332,044 | $332,044 | $332,044 | |
| Ampersand Capital Partners | $480,761 | $480,761 | $480,761 | |
| Angelo Gordon | $242,892 | $242,892 | $242,892 | |
| Aon Hewitt | $275,000 | $275,000 | $275,000 | |
| Ariel Investments LLC | $110,161 | $110,161 | $110,161 | |
| Arrowstreet Capital | $549,334 | $549,334 | $549,334 | |
| Axiom Funds | $304,621 | $304,621 | $304,621 | |
| Baillie Gifford | $817,305 | $817,305 | $817,305 | |
| Blackrock | $111,892 | $111,892 | $111,892 | |
| BNY Mellon | $1,097,140 | $1,097,140 | $1,097,140 | |
| Brookfield Strategic | $144,257 | $144,257 | $144,257 | |
| Charlesbank Capital Partners | $136,314 | $136,314 | $136,314 | |
| Dodge & Cox | $76,480 | $76,480 | $76,480 | |
| Francisco Partners | $418,991 | $418,991 | $418,991 | |
| GEM Realty Capital | $135,000 | $135,000 | $135,000 | |
| Genesis | $213,380 | $213,380 | $213,380 | |
| GlenRock Capital Advisers, LLC | $550,000 | $550,000 | $550,000 | |
| Goldman Sachs | $343,456 | $343,456 | $343,456 | |
| Greenfield Acquisition Partners | $173,592 | $173,592 | $173,592 | |
| Hardman Johnston IE | $350,092 | $350,092 | $350,092 | |
| Horsley Bridge Partners | $914,429 | $914,429 | $914,429 | |
| Hosking Global | $238,966 | $238,966 | $238,966 | |
| InvescoCapitalManagement | $102,894 | $102,894 | $102,894 | |
| J P Morgan Asset Management | $241,481 | $241,481 | $241,481 | |
| Kent Global Group, LLC | $239,167 | $239,167 | $239,167 | |
| Kiltearn Partners LLP | $328,196 | $328,196 | $328,196 | |
| Mayfair Equity Partners II | $100,124 | $100,124 | $100,124 | |
| Mesa West Capital | $94,288 | $94,288 | $94,288 | |
| ORG Portfolio Management | $183,543 | $183,543 | $183,543 | |
| Oaktree Capital Management | $124,810 | $124,810 | $124,810 | |
| Others | $923,316 | $347,916 | $347,916 | $575,401 |
| Patron Capital LP | $131,237 | $131,237 | $131,237 | |
| Pugh Capital | $138,157 | $138,157 | $138,157 | |
| Silchester International Investors | $655,351 | $655,351 | $655,351 | |
| Transformation Capital Partners LP | $110,833 | $110,833 | $110,833 | |
| Vivo Capital | $629,468 | $629,468 | $629,468 | |
| Wa Macro Opp Portfolio Ltd | $253,223 | $253,223 | $253,223 | |
| Aduro, Inc. | $39,173 | $39,173 | ||
| ALULA | $39,849 | $39,849 | ||
| Affirma Consulting | $83,190 | $83,190 | ||
| Arthur J Gallagher & Co. of WA | $95,000 | $95,000 | ||
| BCT Partners | $50,000 | $50,000 | ||
| Cleardoc, Inc | $35,893 | $35,893 | ||
| Community Attributes, Inc. | $65,082 | $65,082 | ||
| Dana Pearlman LLC | $60,308 | $60,308 | ||
| Denali Advanced Integration . | $63,754 | $63,754 | ||
| Exponent Partners | $109,335 | $109,335 | ||
| G.A. Jones & Associates, Inc. | $52,054 | $52,054 | ||
| IDEO LP | $66,642 | $66,642 | ||
| Joanne Edgar | $52,023 | $52,023 | ||
| Kibble & Prentice Holding Company | $70,000 | $70,000 | ||
| Massachusetts General Physicians Org. | $73,750 | $73,750 | ||
| Morrison & Morrison LTD | $87,813 | $87,813 | ||
| NTT America Solutions | $167,042 | $167,042 | ||
| Red Jet Films, LLC | $88,919 | $88,919 | ||
| Parents Anonymous, Inc. | $75,000 | $75,000 | ||
| Transamerica Retirement Solutions | $101,642 | $101,642 | ||
| UBS Financial Services, Inc. | $61,963 | $61,963 | ||
| White & Case LLP | $115,191 | $115,191 | $115,191 | |
| Yorktown Energy Partners | $104,327 | $104,327 | $104,327 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Sales and Use Taxes | $202 | $202 | ||
| Unrelated Business Income Tax | $188,003 | |||
| FOREIGN TAXES FROM K-1S | $1,323,563 | $1,323,563 | ||
| Section 4960 Excise Tax | $89,748 | $89,748 |