CASEY FAMILY PROGRAMS: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CASEY FAMILY PROGRAMS (EIN 91-0793881)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202013189349103421
- Schema version
- 2019v5.0
- 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
- 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 | 2020-11-13T15:30:50-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,447,706,620 | 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 | $478,079 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,828,869 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,828,869 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,828,869 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $21,417,973 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,700,413 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $52,700,413 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $148,505,544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,072,380,642 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $146,059,971 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $8,743,493 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $4,942 | 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 | $7,138,943 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,595,950 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $4,925,844 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $179,369,408 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,185,203 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $68,203,561 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,935,736 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,894,922 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $1,894,922 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,040,815 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $39,479,959 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,582,247 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $2,582,247 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $35,784,744 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,016,900 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $552,553 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $552,553 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,699,737 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $289,093 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $58,485 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $58,485 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $230,608 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $304,681 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $47,516 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $47,516 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $257,165 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,792,508 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,701,554 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $11,701,554 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,090,954 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,565 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,106,621 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,106,621 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $19,156 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,738,608 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $4,551,983 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $363,616 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $363,616 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,375,859 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,511,806 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $45,787 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $45,787 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,016,582 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $217,038 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $217,038 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,098,588 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,923,194 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $20,016,053 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,381,062 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,980,465 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,276,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $38,369,354 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93,113,720 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,810,045 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,779,837 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,790,510 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,276,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $38,369,354 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,893,557 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $50,578,898 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,908,708 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29,834,207 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,293,849 | CashBOYAmt |
| Cash EOY | $7,789,484 | CashEOYAmt |
| Cash EOYFMV | $7,789,484 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $99,887,189 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,340,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,341,502 | 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 |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| 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 |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Prepaid Expenses BOY | $1,774,763 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,395,590 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,395,590 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $58,822,721 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $63,491,888 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $65,147,569 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,030,911,844 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,023,143,334 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,413,100,780 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $354,369,504 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $342,113,431 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $386,839,503 | 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 |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Other Investments BOY | $261,181,562 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $310,644,272 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $417,394,457 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $50,497,650 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,157,098 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $22,591,933 | LandBOYAmt |
| Land EOY | $21,340,552 | LandEOYAmt |
| Land EOYFMV | $37,229,827 | LandEOYFMVAmt |
| Other Assets BOY | $3,051,178 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,347,537 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,467,908 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,837,884,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,887,606,795 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,447,706,620 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,260,874 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,807,738 | AccountsPayableEOYAmt |
| Grants Payable BOY | $974,577 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,785 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| 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 | $7,332,257 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,898,539 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $24,567,708 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,711,062 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,813,316,835 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,863,895,733 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,813,316,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,863,895,733 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,837,884,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,887,606,795 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,813,316,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $50,578,898 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,863,895,733 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,863,895,733 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (143 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 | 2019-12-01 | 2019-12-31 | $591,793,143 | $581,251,117 | $10,542,026 | $0 | $10,542,026 |
| SECTION 1256 GAINS/LOSSES - ST | P | 2019-12-01 | 2019-12-31 | $2,583,270 | $0 | $2,583,270 | $0 | $2,583,270 |
| PUBLICLY TRADED SECURITIES - LT | P | $142,126,210 | $100,651,191 | $41,475,019 | $0 | $41,475,019 | ||
| SECTION 1256 GAINS/LOSSES - LT | P | $3,874,906 | $0 | $3,874,906 | $0 | $3,874,906 | ||
| SHORT TERM | $0 | $0 | $0 | |||||
| ABRY ASF II | P | 2019-12-01 | 2019-12-31 | $0 | $2,619 | -$2,619 | $0 | -$2,619 |
| ABRY ASF III | P | 2019-12-01 | 2019-12-31 | $0 | $5,102 | -$5,102 | $0 | -$5,102 |
| ABRY ASF VIII | P | 2019-12-01 | 2019-12-31 | $0 | $2,234 | -$2,234 | $0 | -$2,234 |
| Angelo Gordon Realty IX | P | 2019-12-01 | 2019-12-31 | $19 | $0 | $19 | $0 | $19 |
| Alcion III-A | P | 2019-12-01 | 2019-12-31 | $11,265 | $0 | $11,265 | $0 | $11,265 |
| AllianzGI | P | 2019-12-01 | 2019-12-31 | $3,986 | $0 | $3,986 | $0 | $3,986 |
| Ampersand 2011 | P | 2019-12-01 | 2019-12-31 | $99,439 | $0 | $99,439 | $0 | $99,439 |
| Arrowstreeet Capital | P | 2019-12-01 | 2019-12-31 | $24 | $61 | -$37 | $0 | -$37 |
| Axiom Asia Fund IV | P | 2019-12-01 | 2019-12-31 | $600 | $0 | $600 | $0 | $600 |
| Axiom Asia Fund V | P | 2019-12-01 | 2019-12-31 | $0 | $11,280 | -$11,280 | $0 | -$11,280 |
| Axiom Asia Private Fund II | P | 2019-12-01 | 2019-12-31 | $11,411 | $0 | $11,411 | $0 | $11,411 |
| Blackrock ACWI Ex-US | P | 2019-12-01 | 2019-12-31 | $1,705 | $0 | $1,705 | $0 | $1,705 |
| Blackrock EAFE Equity | P | 2019-12-01 | 2019-12-31 | $4,081 | $0 | $4,081 | $0 | $4,081 |
| Blackrock MSCI Canada | P | 2019-12-01 | 2019-12-31 | $1,786 | $0 | $1,786 | $0 | $1,786 |
| Blackrock Russell 1000 Value | P | 2019-12-01 | 2019-12-31 | $7,379 | $0 | $7,379 | $0 | $7,379 |
| Blackrock Russell 2000 Growth | P | 2019-12-01 | 2019-12-31 | $10,729 | $0 | $10,729 | $0 | $10,729 |
| Blackrock Russell 3000 Index | P | 2019-12-01 | 2019-12-31 | $41,067 | $0 | $41,067 | $0 | $41,067 |
| Blackrock US Debt Index Fund B | P | 2019-12-01 | 2019-12-31 | $210,065 | $0 | $210,065 | $0 | $210,065 |
| Blackrock MOF | P | 2019-12-01 | 2019-12-31 | $4,568 | $22 | $4,546 | $0 | $4,546 |
| Charlesbank Equity VII | P | 2019-12-01 | 2019-12-31 | $0 | $3,418 | -$3,418 | $0 | -$3,418 |
| Charlesbank Equity IX | P | 2019-12-01 | 2019-12-31 | $0 | $2,038 | -$2,038 | $0 | -$2,038 |
| CharlesBank OP Aggregator I | P | 2019-12-01 | 2019-12-31 | $0 | $88 | -$88 | $0 | -$88 |
| CI Capital Investors II | P | 2019-12-01 | 2019-12-31 | $3,195 | $0 | $3,195 | $0 | $3,195 |
| Francisco Partners IV-A | P | 2019-12-01 | 2019-12-31 | $2,631 | $0 | $2,631 | $0 | $2,631 |
| Genesis Emerging Markets | P | 2019-12-01 | 2019-12-31 | $392,979 | $0 | $392,979 | $0 | $392,979 |
| Gramercy III | P | 2019-12-01 | 2019-12-31 | $177,396 | $0 | $177,396 | $0 | $177,396 |
| Greenfield VI | P | 2019-12-01 | 2019-12-31 | $0 | $570,562 | -$570,562 | $0 | -$570,562 |
| Greenfield VII | P | 2019-12-01 | 2019-12-31 | $0 | $2,161 | -$2,161 | $0 | -$2,161 |
| Hardman Johnston IE | P | 2019-12-01 | 2019-12-31 | $6,708,320 | $6,803,030 | -$94,710 | $0 | -$94,710 |
| Horsley Bridge Intrn'l V | P | 2019-12-01 | 2019-12-31 | $54,059 | $0 | $54,059 | $0 | $54,059 |
| Horsley Bridge IX | P | 2019-12-01 | 2019-12-31 | $169,670 | $0 | $169,670 | $0 | $169,670 |
| Horsley Bridge XI | P | 2019-12-01 | 2019-12-31 | $5,513 | $0 | $5,513 | $0 | $5,513 |
| Horsley Bridge XII | P | 2019-12-01 | 2019-12-31 | $2,595 | $0 | $2,595 | $0 | $2,595 |
| Hosking Global | P | 2019-12-01 | 2019-12-31 | $13,630,982 | $13,684,021 | -$53,039 | $0 | -$53,039 |
| IFP Global Equity | P | 2019-12-01 | 2019-12-31 | $558,336 | $0 | $558,336 | $0 | $558,336 |
| Kreos Capital VI | P | 2019-12-01 | 2019-12-31 | $0 | $13,762 | -$13,762 | $0 | -$13,762 |
| Invesco US Value Fund V | P | 2019-12-01 | 2019-12-31 | $142,574 | $0 | $142,574 | $0 | $142,574 |
| Marathon London Intl. Inv Trust | P | 2019-12-01 | 2019-12-31 | $91,007 | $0 | $91,007 | $0 | $91,007 |
| OCM Opp. Fund VII | P | 2019-12-01 | 2019-12-31 | $0 | $645 | -$645 | $0 | -$645 |
| OCM Opp. Fund VIIb | P | 2019-12-01 | 2019-12-31 | $0 | $199 | -$199 | $0 | -$199 |
| Pugh Long Duration | P | 2019-12-01 | 2019-12-31 | $44,183,273 | $43,694,923 | $488,350 | $0 | $488,350 |
| Pzena | P | 2019-12-01 | 2019-12-31 | $21,345,626 | $22,033,398 | -$687,772 | $0 | -$687,772 |
| Renaissance Alpha fund | P | 2019-12-01 | 2019-12-31 | $0 | $3,072,070 | -$3,072,070 | $0 | -$3,072,070 |
| Siguler Guff | P | 2019-12-01 | 2019-12-31 | $464 | $0 | $464 | $0 | $464 |
| Silchester | P | 2019-12-01 | 2019-12-31 | $160,621 | $0 | $160,621 | $0 | $160,621 |
| Smith Graham SGIA | P | 2019-12-01 | 2019-12-31 | $0 | $202 | -$202 | $0 | -$202 |
| Split Rock Partners II | P | 2019-12-01 | 2019-12-31 | $21,515 | $0 | $21,515 | $0 | $21,515 |
| SSGA TIPS | P | 2019-12-01 | 2019-12-31 | $48,635 | $0 | $48,635 | $0 | $48,635 |
| Stepstone Pioneer | P | 2019-12-01 | 2019-12-31 | $0 | $81 | -$81 | $0 | -$81 |
| Suburban Propane | P | 2019-12-01 | 2019-12-31 | $0 | $765 | -$765 | $0 | -$765 |
| The Children's Invt. Fund | P | 2019-12-01 | 2019-12-31 | $6,538 | $0 | $6,538 | $0 | $6,538 |
| The Kiltrean Global EQ | P | 2019-12-01 | 2019-12-31 | $0 | $587,591 | -$587,591 | $0 | -$587,591 |
| The Overlook Partners | P | 2019-12-01 | 2019-12-31 | $0 | $1,821 | -$1,821 | $0 | -$1,821 |
| US Large Cap 130/30 JPMORGAN | P | 2019-12-01 | 2019-12-31 | $0 | $2,264,385 | -$2,264,385 | $0 | -$2,264,385 |
| Vivo VII | P | 2019-12-01 | 2019-12-31 | $9,538 | $0 | $9,538 | $0 | $9,538 |
| Vivo VIII | P | 2019-12-01 | 2019-12-31 | $827 | $0 | $827 | $0 | $827 |
| Vivo IX | P | 2019-12-01 | 2019-12-31 | $88,122 | $0 | $88,122 | $0 | $88,122 |
| Wayzata | P | 2019-12-01 | 2019-12-31 | $186,379 | $165,000 | $21,379 | $0 | $21,379 |
| Yorktown | P | 2019-12-01 | 2019-12-31 | $140,756 | $0 | $140,756 | $0 | $140,756 |
| LONG TERM | $0 | $0 | $0 | |||||
| ABRY ASF II | P | $399 | $0 | $399 | $0 | $399 | ||
| ABRY ASF III | P | $0 | $16,579 | -$16,579 | $0 | -$16,579 | ||
| ABRY VII | P | $21,478 | $0 | $21,478 | $0 | $21,478 | ||
| ABRY VIII | P | $12,062 | $0 | $12,062 | $0 | $12,062 | ||
| Actis IV Global | P | $1,668,000 | $0 | $1,668,000 | $0 | $1,668,000 | ||
| Actis Africa III | P | $29,000 | $0 | $29,000 | $0 | $29,000 | ||
| Activum SG V | P | $315,444 | $10,350 | $305,094 | $0 | $305,094 | ||
| Angelo Gordon Realty IX | P | $618,134 | $0 | $618,134 | $0 | $618,134 | ||
| Alcion RE III-A | P | $227,929 | $0 | $227,929 | $0 | $227,929 | ||
| AllianzGI | P | $0 | $2 | -$2 | $0 | -$2 | ||
| Amerpersand 2011 | P | $3,194,938 | $0 | $3,194,938 | $0 | $3,194,938 | ||
| Amerpersand 2014 | P | $22,303,700 | $0 | $22,303,700 | $0 | $22,303,700 | ||
| Arisaig EM | $7,046,445 | $0 | $7,046,445 | $0 | $7,046,445 | |||
| Arrowstreeet Capital | $0 | $63 | -$63 | $0 | -$63 | |||
| Axiom Asia Fund IV | P | $1,445 | $0 | $1,445 | $0 | $1,445 | ||
| Axiom Asia Fund V | P | $0 | $34,234 | -$34,234 | $0 | -$34,234 | ||
| Axiom Asia Private Fund II | P | $355,885 | $0 | $355,885 | $0 | $355,885 | ||
| Blackrock ACWI Ex-US | P | $111,378 | $0 | $111,378 | $0 | $111,378 | ||
| Blackrock EAFE Equity | P | $279,893 | $0 | $279,893 | $0 | $279,893 | ||
| Blackrock MSCI Canada | P | $0 | $36,435 | -$36,435 | $0 | -$36,435 | ||
| Blackrock Russell 1000 Value | P | $203,867 | $0 | $203,867 | $0 | $203,867 | ||
| Blackrock Russell 2000 Growth | P | $133,963 | $0 | $133,963 | $0 | $133,963 | ||
| Blackrock Russell 3000 Index | P | $1,722,927 | $0 | $1,722,927 | $0 | $1,722,927 | ||
| Blackrock US Debt Index Fund B | P | $150,936 | $0 | $150,936 | $0 | $150,936 | ||
| Blackrock MOF | P | $2,855 | $0 | $2,855 | $0 | $2,855 | ||
| Charlesbank Equity VII | P | $0 | $1,894,129 | -$1,894,129 | $0 | -$1,894,129 | ||
| CI Capital Investors II | P | $1,536,988 | $0 | $1,536,988 | $0 | $1,536,988 | ||
| Francisco Partners Agility A | P | $4,333 | $0 | $4,333 | $0 | $4,333 | ||
| Francisco Partners IV-A | P | $1,771,534 | $0 | $1,771,534 | $0 | $1,771,534 | ||
| Genesis Emerging Markets | P | $561,603 | $0 | $561,603 | $0 | $561,603 | ||
| Gramercy III | P | $177,184 | $0 | $177,184 | $0 | $177,184 | ||
| Greenfield VI | P | $45,590 | $0 | $45,590 | $0 | $45,590 | ||
| Greenfield VII | P | $1,075,037 | $0 | $1,075,037 | $0 | $1,075,037 | ||
| GS Vintage V | P | $317,357 | $0 | $317,357 | $0 | $317,357 | ||
| Hardman Johnston IE | P | $5,759,285 | $4,739,007 | $1,020,278 | $0 | $1,020,278 | ||
| Hellman & Friedman VI | P | $0 | $26,245 | -$26,245 | $0 | -$26,245 | ||
| Horsley Bridge INTL V | P | $3,487,842 | $0 | $3,487,842 | $0 | $3,487,842 | ||
| Horsley Bridge IX | P | $6,956,060 | $0 | $6,956,060 | $0 | $6,956,060 | ||
| Horsley Bridge XI | P | $82,438 | $0 | $82,438 | $0 | $82,438 | ||
| Horsley Bridge XII | P | $111,329 | $0 | $111,329 | $0 | $111,329 | ||
| Horsley Bridge XIII | P | $0 | $33 | -$33 | $0 | -$33 | ||
| Hosking Global | P | $14,027,116 | $12,549,228 | $1,477,888 | $0 | $1,477,888 | ||
| IFP Global Equity | P | $3,669,495 | $0 | $3,669,495 | $0 | $3,669,495 | ||
| Invesco Asia Real Estate II | P | $73,526 | $0 | $73,526 | $0 | $73,526 | ||
| Invesco Core Real Estate | P | $108,195 | $0 | $108,195 | $0 | $108,195 | ||
| Invesco US Value Fund V | P | $101,245 | $0 | $101,245 | $0 | $101,245 | ||
| Gain on Sale of Invesco II | P | $1,096,781 | $0 | $1,096,781 | $0 | $1,096,781 | ||
| Marathon London Intl. Inv Trust | P | $3,564,414 | $0 | $3,564,414 | $0 | $3,564,414 | ||
| Mesa West III | P | $282 | $0 | $282 | $0 | $282 | ||
| Mesa West IV | P | $4,283 | $0 | $4,283 | $0 | $4,283 | ||
| Oaktree Euro Fund III | P | $225,497 | $492,227 | -$266,730 | $0 | -$266,730 | ||
| OCM Opportunities VII | P | $0 | $100,163 | -$100,163 | $0 | -$100,163 | ||
| OCM Opportunities VIIb | P | $5,458 | $51,348 | -$45,890 | $0 | -$45,890 | ||
| Patron Capital IV | P | $675,284 | $1,889 | $673,395 | $0 | $673,395 | ||
| Patron Capital V | P | $629,338 | $9,696 | $619,642 | $0 | $619,642 | ||
| Primecap STK Odyssey | P | $1,198,002 | $0 | $1,198,002 | $0 | $1,198,002 | ||
| Prisa LP | P | $77,567 | $0 | $77,567 | $0 | $77,567 | ||
| Pugh Long Duration | P | $17,365,556 | $16,863,997 | $501,559 | $0 | $501,559 | ||
| Pzena | P | $42,087,708 | $42,633,754 | -$546,046 | $0 | -$546,046 | ||
| Renaissance Alpha fund | P | $4,735,766 | $0 | $4,735,766 | $0 | $4,735,766 | ||
| Siguler Guff | P | $956,517 | $0 | $956,517 | $0 | $956,517 | ||
| Silchester | P | $2,190,374 | $0 | $2,190,374 | $0 | $2,190,374 | ||
| Split Rock II | P | $341,080 | $0 | $341,080 | $0 | $341,080 | ||
| SSGA US Tips Index | P | $124,956 | $0 | $124,956 | $0 | $124,956 | ||
| Stepstone Pioneer | P | $3,178,033 | $0 | $3,178,033 | $0 | $3,178,033 | ||
| The Children's Invt. Fund | P | $63,030 | $0 | $63,030 | $0 | $63,030 | ||
| The Kiltrean Global EQ | P | $0 | $459,581 | -$459,581 | $0 | -$459,581 | ||
| The Jordan-Resolute Funds | P | $0 | $8,832 | -$8,832 | $0 | -$8,832 | ||
| The Overlook Partners | P | $103,498 | $0 | $103,498 | $0 | $103,498 | ||
| Trustbridge IV | P | $2,611,590 | $0 | $2,611,590 | $0 | $2,611,590 | ||
| US Large Cap 130/30 JPMORGAN | P | $9,970,373 | $0 | $9,970,373 | $0 | $9,970,373 | ||
| Vivo VII | P | $583,588 | $0 | $583,588 | $0 | $583,588 | ||
| Vivo VIII | P | $669,923 | $0 | $669,923 | $0 | $669,923 | ||
| Vivo IX | P | $2,080 | $0 | $2,080 | $0 | $2,080 | ||
| Western Asset Macro Opp | P | $242,840 | $185,056 | $57,784 | $0 | $57,784 | ||
| Wayzata | P | $321,861 | $0 | $321,861 | $0 | $321,861 | ||
| Yorktown | P | $1,014,432 | $0 | $1,014,432 | $0 | $1,014,432 | ||
| NON-INVESTMENT FIXED ASSET GAINS | P | $0 | $227,545 | -$227,545 | $0 | -$227,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $146,059,971 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,743,493 | 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 |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| 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 | 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 | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AL | 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 | AK | 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 | AZ | 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 | AR | 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 | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 | 17.000 | $186,000 | $0 | $0 |
| JOAN B POLIAK | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | VICE CHAIR | 19.000 | $166,000 | $0 | $0 |
| AMERICA Y BRACHO | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | SECRETARY | 15.000 | $166,000 | $0 | $0 |
| SHARON MCDANIEL | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | TREASURER | 14.000 | $166,000 | $0 | $0 |
| DOUG PATEJUNAS | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | TRUSTEE | 10.000 | $166,000 | $0 | $0 |
| LANCE G MORGAN | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | TRUSTEE | 8.000 | $147,250 | $0 | $0 |
| RICHARD OLIN | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | TRUSTEE | 14.000 | $147,250 | $0 | $0 |
| WALTER H SMITH JR | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | TRUSTEE | 14.000 | $147,250 | $0 | $0 |
| WILLIAM C BELL PHD | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | PRESIDENT AND CEO | 40.000 | $1,056,708 | $52,500 | $0 |
| JOSEPH A BOATENG | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | CHIEF INVESTMENT OFFICER | 40.000 | $1,482,278 | $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 | $514,534 | $0 |
| DAVID B SANDERS | |||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | EVP SYSTEM IMPROVMNT | 40.000 | $513,971 | $0 |
| CHRISOPHER T YEBUAH | |||||||
| 2002 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212642 | DIRECTOR INVESTMENTS | 40.000 | $475,475 | $0 |
| MARVA R HAMMONS | |||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | EVP FAMILY SERVICES | 40.000 | $437,611 | $0 |
| KATHY PARK HAHN | |||||||
| 2001 EIGHTH AVE SUITE 2700 | SEATTLE | WA | 981212641 | DIRECTOR INVESTMENTS | 40.000 | $426,586 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 311 | 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 | $1,032,126 |
| Silchester International Investors LLP | |||||
| 780 Third Avenue 42nd Floor | New York | NY | 10017 | Investment Manager | $688,401 |
| Horsley Bridge Partners | |||||
| 505 Montgomery St | San Francisco | CA | 94111 | Investment Manager | $675,000 |
| Arrowstreet Capital | |||||
| 200 Clarendon Street 30th Floor | Boston | MA | 02116 | Investment Manager | $658,562 |
| GlenRock Capital Advisers | |||||
| 767 3RD AVE | New York | NY | 10017 | Investment Consultant | $550,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 46 | 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 | $44,517,082 | 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 | $32,818,598 | Expenses2Amt |
| Description3 | RESEARCH ON CHILD WELFARE PROGRAMS, PROVIDE SCHOLARSHIPS TO FOSTER YOUTH, AND EDUCATE POLICY MAKERS ABOUT CHILD WELFARE ISSUES. | Description3Txt |
| Expenses3 | $9,830,757 | 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 | $1,788,610,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,534,513 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $406,687,836 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,305,832,936 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,305,832,936 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,587,494 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,271,245,442 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,562,272 | 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 | $101,893,557 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,714,775 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $103,608,332 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $103,608,332 | 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 | $29,834,207 | CurrentYearAmt |
| Year1 | $17,147,249 | Year1Amt |
| Year2 | $42,017,402 | Year2Amt |
| Year3 | $13,670,384 | Year3Amt |
| Total | $102,669,242 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $25,359,076 | CurrentYearAmt |
| Year1 | $14,575,162 | Year1Amt |
| Year2 | $35,714,792 | Year2Amt |
| Year3 | $11,619,826 | Year3Amt |
| Total | $87,268,855 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $103,608,332 | CurrentYearAmt |
| Year1 | $102,534,586 | Year1Amt |
| Year2 | $113,644,664 | Year2Amt |
| Year3 | $122,406,994 | Year3Amt |
| Total | $442,194,576 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,779,837 | CurrentYearAmt |
| Year1 | $3,885,261 | Year1Amt |
| Year2 | $6,971,963 | Year2Amt |
| Year3 | $4,234,961 | Year3Amt |
| Total | $23,872,022 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $94,828,495 | CurrentYearAmt |
| Year1 | $98,649,325 | Year1Amt |
| Year2 | $106,672,701 | Year2Amt |
| Year3 | $118,172,033 | Year3Amt |
| Total | $418,322,554 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $75,708,181 | CurrentYearAmt |
| Year1 | $75,712,324 | Year1Amt |
| Year2 | $73,998,782 | Year2Amt |
| Year3 | $68,913,737 | Year3Amt |
| Total | $294,333,024 | 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 (223 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Alia | ||||||||
| 1000 University Ave Suite 230 | Saint Paul | MN | 55104 | N/A | PC | To support Grantee's work with the New Jersey Department of Children and Families (DCF). | $600,000 | |
| Alliance for Strong Families and Communities | ||||||||
| 648 North Plankinton Ave Suite 425 | Milwaukee | WI | 53203 | N/A | PC | To support The Alliance with Tracking and evaluating policy and practice in connection with Within Our Reach Initiative. | $353,000 | |
| Amara | ||||||||
| 5907 Martin Luther King Jr Way S | Seattle | WA | 98118 | N/A | PC | To support Grantee's community engagement process, | $25,000 | |
| American Academy of Pediatrics | ||||||||
| 601 13th St NW Suite 400 | Washington | DC | 20005 | N/A | PC | To support the AAP with their distinct and critical role in child welfare policy advocacy | $150,000 | |
| American Bar Association Fund for Justice and Education | ||||||||
| 1050 Connecticut Ave NW 4th Floor | Washington | DC | 20036 | N/A | SO I | To support Grantee's Center on Children and the Law Conferences (Conferences), which are scheduled to take place on April 9-12, 2019 in Tysons Corner, Virginia. | $20,000 | |
| American Cancer Society | ||||||||
| PO Box 22478 | Oklahoma City | OK | 73123 | N/A | PC | To support Grantee's Early detection of breast and lung cancer. | $500 | |
| 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. | $100,000 | |
| Asian Americans-Pacific Islanders in Philanthropy | ||||||||
| 300 Frank H Ogawa Plaza Suite 256 | Oakland | CA | 94612 | N/A | PC | To support Grantee's CHANGE Philanthropy 2019 Unity Summit, which is scheduled to take place on November 18-21, 2019 in Seattle, WA. | $20,000 | |
| Boys & Girls Club of America | ||||||||
| 1275 Peachtree Street NE Suite 500 | Atlanta | GA | 30309 | N/A | PC | To provide support to Grantee's Native Services program design, implementation, and quality assurance. | $25,000 | |
| Campaign for Black Male Achievement | ||||||||
| 570 Lexington Avenue | New York City | NY | 10022 | N/A | PC | To support Grantee's Rumble Young Men, Rumble (RYMR) convenings. | $125,000 | |
| Center for Health Care Strategies | ||||||||
| 200 American Metro Boulevard Suite | Hamilton | NJ | 08619 | N/A | PC | To provide support to CHCS, who, in partnership with the University of Maryland and other experts, will provide Technical Assistance (TA) to Arkansas, Arizona, California, New Jersey and CFP's Knowledge Management (KM) group. | $190,739 | 119 |
| Center for the Study of Social Policy | ||||||||
| 1576 Eye Street NW Suite 500 | Washington | DC | 20006 | N/A | PC | To support the formation of the Frank Farrow Equity and Justice Fellowship Program. | $50,000 | |
| Child Welfare League of America | ||||||||
| 727 15th Street NW Suite 1200 | Washington | DC | 20005 | N/A | PC | To support Grantee's 2020 Global Conference (Conference). | $250,000 | |
| Children's Advocacy Centers of Arkansas | ||||||||
| 124 W Capitol Ave Suite 865 | Little Rock | AR | 72201 | N/A | PC | To support the 2019 Arkansas Woman of Inspiration dinner event, which is scheduled to take place on October 19, 2019 in Little Rock, Arkansas. | $35,000 | |
| Children's Defense Fund | ||||||||
| 25 E Street NW | Washington | DC | 20001 | N/A | PC | To support the Marylee Allen Fund for Child Advocacy. | $450,000 | |
| Children's Home Society of Washington | ||||||||
| 125 S Wacker DR | Chicago | IL | 60606 | N/A | PC | To support Grantee's Wicked Problems of Child Welfare Institute: Family First Prevention Services Act & Systems Change. | $15,508 | |
| City of Seattle | ||||||||
| Dept of Education Early Learning P | Seattle | WA | 98124 | N/A | GOV | To provide support to Grantee's "Whole Child - Whole Day; Creating School Culture & Climate to Address Elimination of Opportunity Gaps" initiative. | $207,500 | O Box 94665 |
| Coalition for Hispanic Family Services | ||||||||
| 315 Wyckoff Ave | Brooklyn | NY | 11237 | N/A | PC | The purpose of the Grant is to support Grantee's 30th Anniversary Conference. | $60,000 | |
| Community Foundation for Greater Buffalo | ||||||||
| 725 Exchange Street Suite 525 | Buffalo | NY | 14210 | N/A | PC | To support the Executives' Alliance to Expand Opportunities for Boys and Men of Color Place Based Efforts in Greater Buffalo. | $50,000 | |
| Community Foundation of Northwest Mississippi | ||||||||
| 315 Losher Street 100 | Hernando | MS | 38632 | N/A | PC | To support Grantee's 20th Annual Crystal Ball (Event), which is scheduled to take place on January 18, 2020 in Southaven, Mississippi. | $15,000 | |
| Congressional Black Caucus Foundation | ||||||||
| 1720 Massachusetts Ave NW | Washington | DC | 20036 | N/A | PC | To support Grantee's 2019 Annual Legislative Conference (Conference), which is scheduled to take place on September 11-15, 2019 in Washington, D.C. | $25,000 | |
| Congressional Coalition on Adoption Institute | ||||||||
| 311 Massachusetts Ave NE | Washington | DC | 20002 | N/A | PC | To support the Angels in Adoption Gala (Gala), which is to take place in Washington, D.C. on November 14, 2019. | $25,000 | |
| Congressional Hispanic Caucus Institute | ||||||||
| 1128 16th Street NW | Washington | DC | 20036 | N/A | PC | To support Grantee's 2019 Leadership Conference, which is scheduled to take place on September 10-11, 2019, in Washington, D.C. | $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 Graduate Fellowship Program. | $80,000 | |
| D3 Community Outreach | ||||||||
| 1108 Kendall Dr | Durham | NC | 27703 | N/A | PC | To further Grantee's mission, and support Grantee's general operating costs, and Grantee's peer-to-peer capacity building. | $75,000 | |
| Dakota Medical Foundation | ||||||||
| 4141 28th Avenue South | Fargo | ND | 58104 | N/A | PC | To support Grantee's initiative Recovery Reinvented, and the Recovery Reinvented 2019 event (Event) that is scheduled to take place on November 12, 2019 in Bismarck, North Dakota | $15,000 | |
| Delta State College Foundation | ||||||||
| PO Box 3141 | Cleveland | MS | 38733 | N/A | PC | To support Grantee's Winning the Race Conference (Conference), which is scheduled to take place on March 24-26, 2019, in Cleveland, Mississippi. | $150,000 | |
| Divine Alternatives for Dads Services | ||||||||
| 5709 Rainier Ave South | Seattle | WA | 98118 | N/A | PC | To support Grantee's 20th Anniversary and Fatherhood Banquet (Event), which is scheduled to take place in Seattle, Washington on June 1, 2019. | $5,000 | |
| Essex Community Outreach Corporation | ||||||||
| 7683 SE 27th Street Suite 411 | Mercer Island | WA | 98040 | N/A | PC | To support Cinemalique 2019 (Event); a resource fair and movie event for foster and underserved children and their families. | $15,000 | |
| Every Child Matters Education Fund | ||||||||
| 660 Pennsylvania Ave SE | Washington | DC | 20003 | N/A | PC | To help Grantee to safely reduce the number of youth in foster care and inform and educate policy makers regarding child fatalities and how best to help reduce fatalities resulting from child abuse and neglect. | $96,000 | |
| Family Programs Hawai'i | ||||||||
| 801 S King St Suite 100 | Honolulu | HI | 96813 | N/A | PC | To support the development of a business model and marketing plan focused on building strong families and providing upstream services for the children and families of Hawaii. | $65,000 | |
| Family Support Services of North Florida | ||||||||
| 1300 Riverplace Boulevard Suite 700 | Jacksonville | FL | 32207 | N/A | PC | To assist in the development of a program designed to meet staff development and training needs, and improve staff retention. | $15,000 | |
| Family to Family Support Network | ||||||||
| 7931 S Broadway 230 | Littleton | CO | 80122 | N/A | PC | To support the Southern Region Pilot Project with the training of nurses and nurse-led, community based programs to improve maternal and child well-being outcomes. | $50,000 | |
| Florida State University Foundation | ||||||||
| 325 W College Ave | Tallahassee | FL | 32301 | N/A | GOV | To support the Florida Institute for Child Welfare at the Florida State University College of Social Work's Second Annual 2019 Symposium. | $5,000 | |
| Forum for Youth Investment | ||||||||
| 7064 Eastern Avenue NW | Washington | DC | 20012 | N/A | PC | To support Grantee's 8th Annual Ready by 21 National Meeting (Meeting), which is scheduled to take place on April 23-25, 2019 in Seattle, Washington. | $10,000 | |
| Forward Change | ||||||||
| PO Box 7775 19629 | San Francisco | CA | 94120 | N/A | PC | To expand the existing Life Course Framework to include system-involved youth (intersection of child welfare and juvenile justice). | $30,000 | |
| Forward Change | ||||||||
| PO Box 7775 19629 | San Francisco | CA | 94120 | N/A | PC | To provide support to Grantee to develop a Native American/African American Life Course Framework . | $50,000 | |
| Foster Care Alumni of America | ||||||||
| 4929 W Warwick Ave | Chicago | IL | 60641 | N/A | PC | To support Grantee's family reunification and support efforts to improve outcomes for children. | $36,050 | |
| Foster Family Based Treatment Association | ||||||||
| 294 Union St | Hackensack | NJ | 07601 | N/A | PC | To support Grantee's 33rd Annual Conference (Conference), which is scheduled to take place on July 28-31, 2019 in Anaheim, California. | $8,000 | |
| FosterClub | ||||||||
| 620 Holladay Dr 1 | Seaside | OR | 97138 | N/A | PC | To support the development, collection, publication, and maintenance of resources on www.FamilyFirstAct.org. | $30,000 | |
| FosterClub | ||||||||
| 620 Holladay Dr 1 | Seaside | OR | 97138 | N/A | PC | To support attendee participation at the National Association of Counsel for Children Conference (Conference). | $5,200 | |
| FosterClub | ||||||||
| 620 Holladay Dr 1 | Seaside | OR | 97138 | N/A | PC | To support FosterClub's Family Voices United project | $242,250 | |
| Foundation for Louisiana | ||||||||
| 4354 S Sherwood Forest Blvd Ste 100 | Baton Rouge | LA | 70816 | N/A | PC | To support Grantee's Black Women in Philanthropy book project. | $25,000 | |
| Fund for the City of New York | ||||||||
| 121 Avenue of the Americas 6th Floo | New York | NY | 10013 | N/A | PC | To support the Rise & Shine Program, an 18-week parent-led program to accelerate parent leadership. | $5,000 | r |
| Generations United | ||||||||
| 80 F St NW 8th Floor | Washington | DC | 20001 | N/A | PC | To improve outcomes for children and families by supporting relative caregiver engagement in Family Voices United, and to work toward implementation of the Family First Prevention Services Act (FFPSA). | $10,000 | |
| Generations United | ||||||||
| 25 E Street NW 3rd Floor | Washington | DC | 20002 | N/A | PC | To support Grantee's 2019 Global Intergenerational Conference, which is scheduled to take place in Portland, Oregon on June 12-14, 2019. | $15,000 | |
| Georgetown University | ||||||||
| Box 571164 | Washington | DC | 20057 | N/A | SO I | To support Grantee's Women's leadership award forum. | $75,000 | |
| Grantmakers for Effective Organizations | ||||||||
| 1725 DeSales Street NW Suite 404 | Washington | DC | 20036 | N/A | PC | To help grantee to expand and enhance its infrastructure. | $25,000 | |
| GreyNickel | ||||||||
| 24 W Camleback St A408 | Phoenix | AZ | 85013 | N/A | PC | To support an assessment of the kinship mentoring programs, Kinshiphelp55 and Invisible Kinship Families | $50,000 | |
| Harvard University | ||||||||
| 79 John F Kennedy St Box 114 | Cambridge | MA | 02139 | N/A | PC | To support Grantee in designing and implementing initiatives that are aimed towards transforming child well-being systems and improving outcomes for children and families. | $162,500 | |
| Hispanics in Philanthropy | ||||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | N/A | PC | To support Grantee's 2019 Annual Conference, which is scheduled to take place In Washington, D.C. | $35,000 | |
| Hispanics in Philanthropy | ||||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | N/A | PC | To support grantee's efforts in family reunification. | $250,000 | |
| Indiana Supreme Court - Office of Judicial Administration | ||||||||
| 251 N Illinois Street Suite 1600 | Indianapolis | IN | 46204 | N/A | GOV | To help Grantee facilitate a strategic planning process to result in a new strategic plan to begin in January 2020, and will include cross-system collaboration and coordination. | $10,000 | |
| Juvenile Law Center | ||||||||
| 1315 Walnut St Suite 400 | Philadelphia | PA | 19107 | N/A | PC | To support Grantee's 2019 Leadership Prize Celebration in Philadelphia | $10,000 | |
| Louisiana Department of Children and Family Services | ||||||||
| 627 N 4th Street Floor 3 | Baton Rouge | LA | 70821 | N/A | GOV | To support efforts to decrease the current backlog in the New Orleans region by providing resources to review and respond appropriately to backlogged cases. | $25,000 | |
| Louisiana Institute for Children In Families | ||||||||
| 1100 Poydras Street Suite 100 | New Orleans | LA | 70163 | N/A | PC | To sponsor the Louisiana Institute for Children in Families (LICF) 5th Annual Louisiana Angels Gala (Conference) that is to take place in New Orleans, Louisiana on December 4, 2019. | $2,500 | |
| Louisville Urban League | ||||||||
| 1535 West Broadway | Louisville | KY | 40203 | N/A | PC | To support Grantee's Annual Report Luncheon in Louisville. | $5,000 | |
| Michigan Federation for Children and Families | ||||||||
| 620 S Capitol Ave Suite 325 | Lansing | MI | 48933 | N/A | PC | To support Grantee's Senior Management Pre-conference Institute. | $5,100 | |
| National Alliance of Child Abuse Prevention Fund | ||||||||
| 5712 30th Ave NE | Seattle | WA | 98105 | N/A | PC | To improve outcomes for children and families by supporting birth parent engagement, and to work toward implementation of the Family First Prevention Services Act (FFPSA). | $189,200 | |
| National CASA Association | ||||||||
| 100 W Harrison St North Tower | Seattle | WA | 98119 | N/A | PC | To support Grantee's work to safely reduce the need for foster care 50 percent by the year 2020, | $50,000 | |
| National Center on Sexual Exploitation | ||||||||
| 440 1st Street NW | Washington | DC | 20001 | N/A | PC | To support Grantee's project, in collaboration with Demand Abolition, to fight to end the sexual exploitation and sex trafficking of women, children and men, including young adults who have aged out of foster care. | $60,000 | |
| National Council of Juvenile & Family Co | ||||||||
| PO Box 8970 | Reno | NV | 89507 | N/A | PC | To support Grantee's 82nd Annual Conference, which is scheduled to take place in Orlando, Florida on July 28-31, 2019. | $38,930 | |
| National Foster Youth Institute | ||||||||
| 3550 Wilshire Blvd Suite 1601 | Los Angeles | CA | 90010 | N/A | PC | To help support the Congressional Foster Youth Shadow Day Experience | $160,400 | |
| National Foundation to End Child Abuse and Neglect | ||||||||
| 13123 East 16th Avenue | Aurora | CO | 80045 | N/A | PC | To support Grantee's Fellowship Program, which will fund 2-5 Fellows to do the research necessary for the child welfare field to expand its understanding and knowledge. | $20,000 | |
| Native American Training Institute | ||||||||
| 3333 E Broadway Suite 1210 | Bismarck | ND | 58501 | N/A | PC | To support training and technical assistance on IV-Band IV-E funding and reimbursements for the four federally recognized tribes in North Dakota | $170,000 | |
| Native American Training Institute | ||||||||
| 3333 E Broadway Suite 1210 | Bismarck | ND | 58501 | N/A | PC | To provide technical assistance and expertise in support of the distribution of an Indian Child Welfare Act (ICWA) video. | $25,000 | |
| Native Americans in Philanthropy | ||||||||
| 323 Washington Ave N 200 | Minneapolis | MN | 55401 | N/A | PC | To support the 30th Anniversary Celebration and Summit, which is to take place in Chicago, Illinois on September 18-19, 2019. | $25,000 | |
| New Mexico State University Foundation | ||||||||
| PO Box 3590 | Las Cruces | NM | 88003 | N/A | PC | To support the CICW in developing the capacity of child welfare jurisdictions, community partners, and other groups by creating training resources. | $25,000 | |
| New Venture Fund | ||||||||
| 1201 Connecticut Avenue NW | Washington | DC | 20036 | N/A | PC | To support the Communities for Just Schools Funds' School Climate Reform project. | $50,000 | |
| Parents Anonymous | ||||||||
| 250 West First Street Suite 250 | Claremont | CA | 91711 | N/A | PC | To explore opportunities for Grantee, a proven leader in constituent engagement, to support Casey's Child and Family Services' (CFS) constituent engagement initiatives. | $60,000 | |
| Pascua Yaqui Tribe of Arizona | ||||||||
| 7777 S Camino Huivisim Building C | Tucson | AZ | 85757 | N/A | GOV | To support the printing of both hard-covered and soft-covered versions of the book Finding Home - The Journey of Malichi. | $25,000 | |
| Philanthropy NW | ||||||||
| 2101 4th Ave Suite 650 | Seattle | WA | 98121 | N/A | PC | To Support Grantee's Foundations on the Hill 2019 Convening, development of a Native Giving Report and support Grantee's 2019 Annual Conference. | $28,000 | |
| Philanthropy NW | ||||||||
| 2101 4th Ave Suite 650 | Seattle | WA | 98121 | N/A | PC | To support Grantee's expanded focus on Rural and Native Issues, and to support a convening focused on the Family First Prevention Services Act. | $12,000 | |
| Philanthropy NW | ||||||||
| 2101 4th Ave Suite 650 | Seattle | WA | 98121 | N/A | PC | To support Grantee's Racial Equity Speaker series, which consists of events throughout the year with speakers highlighting national and regional equity issues. | $10,000 | |
| Philanthropy Southwest | ||||||||
| 1910 Pacific Avenue Suite 13500 | Dallas | TX | 75204 | N/A | PC | To support Grantee and Grantee's 71st Annual Conference (Conference), which will take place in Colorado Springs, Colorado on October 17-19, 2019. | $35,000 | |
| Port Gamble S'klallam Tribe | ||||||||
| 31912 Little Boston Rd NE | Kingston | WA | 98346 | N/A | GOV | To support the PGST's planning retreat for child welfare staff. | $2,500 | |
| Prevent Child Abuse Arizona | ||||||||
| PO Box 26495 | Prescott | AZ | 86312 | N/A | PC | To support the 25th Statewide Child Abuse Prevention Conference (Conference). | $5,000 | |
| Regents of the University of Minnesota | ||||||||
| 1207 Ordean Court | Duluth | MN | 55812 | N/A | PC | To support Grantee's development and implementation of a Tribal Training Academy to improve policy and practices in Minnesota specific to the Indian Child Welfare Act. | $50,000 | |
| Safe and Sound | ||||||||
| 1757 Waller Street | San Francisco | CA | 94117 | N/A | PC | To support Grantee's Blue Ribbon Luncheon. | $5,000 | |
| Sankofa Safe Child Initiative | ||||||||
| 4041 W Roosevelt Rd | Chicago | IL | 60624 | N/A | PC | To support the 2020 Statewide Kinship Care Symposium (Symposium). | $25,000 | |
| Schott Foundation for Public Education | ||||||||
| 678 Massachusetts Ave 8th Fl | Cambridge | MA | 02139 | N/A | PC | To support Grantee's movement building in Mississippi related to racial justice, education equity, and systems change. | $75,000 | |
| Seattle Public Schools | ||||||||
| PO Box 34165 MS 33-343 | Seattle | WA | 98124 | N/A | PC | To provide support to Grantee's Department of African American Male Achievement. | $200,000 | |
| Seattle Theatre Group | ||||||||
| 911 Pine St | Seattle | WA | 98101 | N/A | PC | To support the Seattle Theatre Group "AileyCamp," a free, six-week camp for youth ages 11-14 that uses the power of dance to enhance and positively alter the lives of underserved youth. | $20,000 | |
| South Carolina Association for Community Economic Development | ||||||||
| PO Box 20577 | Charleston | SC | 29413 | N/A | PC | To support Grantee's philanthropic celebration event recognizing Gladys Washington. | $4,000 | |
| Southeastern Council of Foundations | ||||||||
| 100 Peachtree St NW Ste 2080 | Atlanta | GA | 30303 | N/A | PC | To support Grantee's 50th Annual Meeting (Meeting), which is scheduled To take place on November 13-15, 2019 in Atlanta, Georgia. | $35,000 | |
| Tanana Chiefs Conference | ||||||||
| 101 Dunkel Street | Fairbanks | AK | 99701 | N/A | PC | To support Grantee's cultural connections group as it continues To grow a cultural program that serves the tribes in meaningful ways | $6,000 | |
| Texas Center for Child and Family Studies | ||||||||
| 409 West 13th Street | Austin | TX | 78701 | N/A | SO I | To support the 2019 Texas Child Care Administrators Conference, which is scheduled To take place on September 30 - October 2, 2019 in Austin Texas. | $5,000 | |
| TexProtects | ||||||||
| 1341 W Mockingbird Lane | Dallas | TX | 75247 | N/A | PC | To support Grantee's TexProtects Express Awards Gala, which is scheduled To take place on October 3, 2019 in Dallas, Texas. | $10,000 | |
| The Association of Black Foundation Executives | ||||||||
| 42 Broadway 20th Floor | New York | NY | 10004 | N/A | PC | To support Grantee's Annual Conference 2019 (Conference), which is scheduled To take place in Detroit, Michigan on April 4-6, 2019. | $50,000 | |
| The Association of Black Foundation Executives | ||||||||
| 55 Exchange Place Suite 401 | New York | NY | 10005 | N/A | PC | To support Grantee's Women in Philanthropy Leadership Retreat (Retreat), which is scheduled To take place in Palm Coast, Florida on August 22-24, 2019. | $10,000 | |
| The Association of Black Foundation Executives | ||||||||
| 55 Exchange Place Suite 401 | New York | NY | 10005 | N/A | PC | To support Association of Black Foundation Executives (Grantee) in achieving its mission To promote effective and responsive philanthropy in Black communities. | $40,000 | |
| The Barack Obama Foundation | ||||||||
| 5235 S Harper Court Suite 1140 | Chicago | IL | 60615 | N/A | PC | To support the My Brother's Keeper Alliance (MBK Alliance), and the MBK Rising Event. | $25,596 | |
| The Bassuk Center | ||||||||
| 200 Reservoir Street | Needham | MA | 02494 | N/A | PC | To benefit Grantee's project, Home Works USA, an intentional community designed To support emerging adults who have aged out of foster care as they prepare for adulthood. | $30,000 | |
| The Communications Network | ||||||||
| 1717 North Naper Boulevard | Naperville | IL | 60563 | N/A | PC | To support Grantee's 2019 annual conference, ComNet1, which is scheduled to take place in Austin, Texas on October 2-4, 2019. | $5,000 | |
| The University of Oklahoma | ||||||||
| 201 Stephenson Parkway | Norman | OK | 73019 | N/A | GOV | To support the evaluation of Nurse Family Partnerships Program (NFP) by OU-ORS. | $23,390 | |
| The University of Texas at Austin | ||||||||
| 100 W Dean Keeton St | Austin | TX | 78713 | N/A | GOV | To provide support for Grantee's Collegiate Black Male Retreat (CMBR). | $5,000 | |
| Think Of Us | ||||||||
| 318 West Broad Street | Richmond | VA | 23220 | N/A | PC | To support Grantee's efforts To develop a technology-based model for helping youth in care achieve legal and relational permanency. | $20,000 | |
| Tides Center | ||||||||
| P O Box 29907 | San Francisco | CA | 94129 | N/A | PC | To support Cities United for Cities United mayor engagement, philanthropic outreach, and executive coaching. | $280,220 | |
| Tides Center | ||||||||
| P O Box 29907 | San Francisco | CA | 94129 | N/A | PC | To further Cities United's mission To eliminate the violence in American cities related To African American men and boys. | $439,560 | |
| Austin-Travis County Mental Health | ||||||||
| 1430 Collier Street | Austin | TX | 78704 | N/A | PC | To support Grantee's Safe Landing Pilot Program | $12,041 | |
| Treehouse | ||||||||
| 1314 N Atlantic Suite 200 | Spokane | WA | 99212 | N/A | PC | To support Grantee's effort to achieve educational equity In Washington for foster youth and homeless youth | $20,000 | |
| Tribal Law and 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 | $50,000 | |
| Troy University | ||||||||
| 248 Adams Administration Building | Troy | AL | 36082 | N/A | GOV | To support the Alabama Judicial Child Welfare Summit | $25,000 | |
| Tulane University | ||||||||
| 1430 Tulane Avenue 8055 | New Orleans | LA | 70112 | N/A | PC | To support Grantee's Early Childhood Policy Leadership Institute | $5,000 | |
| Ujamaa Place | ||||||||
| 1821 University Ave W Suite N257 | Saint Paul | MN | 55104 | N/A | PC | To support a collaborative Peer-To-Peer Capacity Building Initiative. | $75,000 | |
| UMOM New Day Centers | ||||||||
| 3333 E Van Buren | Phoenix | AZ | 85007 | N/A | PC | To help Grantee assist young people with move in costs, support and coaching related to housing, and provide emergency assistance when required to keep the young adult housed. | $20,000 | |
| Umonhon Nation Public School | ||||||||
| 470 Main St | Macy | NE | 68039 | N/A | PC | To support the work of three school-based cultural programs at the Umonhon Nation Public School: the White Eagle Culture Club, Pa 'he Club and the Language Program | $20,000 | |
| United Way of King County | ||||||||
| 720 2nd Ave | Seattle | WA | 98104 | N/A | PC | The purpose of the Grant is to support Grantee's Day of Caring, which is scheduled to take place on September 13, 2019. | $10,000 | |
| United Way of King County | ||||||||
| 720 2nd Ave | Seattle | WA | 98104 | N/A | PC | To support Grantee's Celebrate & Innovate Event (Event). | $10,000 | |
| United Way of King County | ||||||||
| 720 2nd Ave | Seattle | WA | 98104 | N/A | PC | To support the activities of the Emerging Leaders 365. | $20,000 | |
| University of Arkansas Foundation | ||||||||
| 1200 President Clinton Ave | Little Rock | AR | 72201 | N/A | PC | To sponsor the National Conference on Community Philanthropy, hosted by the Clinton School of Public Service's Center on Community Philanthropy. | $15,000 | |
| University of Denver | ||||||||
| 2148 South High Street | Denver | CO | 80291 | N/A | GOV | To support Grantee's activities aimed at reducing educational barriers, and improving academic and behavioral outcomes for children residing in five Denver public. housing communities. | $20,000 | |
| University of Oklahoma | ||||||||
| 201 Stephenson Parkway | Norman | OK | 73019 | N/A | GOV | To support Grantee's efforts to launch the Center for Tribal Social Work training academies, which will increase the competencies of tribal child welfare workers. | $10,000 | |
| University of Washington | ||||||||
| 4333 Brooklyn Ave NE Box 359472 | Seattle | WA | 98195 | N/A | GOV | To provide support for the Congressional Listening Tour, which will be held at the University of Washington on October 10, 2019. | $4,000 | |
| Urban League of the State of Arkansas | ||||||||
| 3805 W 12th Street Suite 205 | Little Rock | AR | 72204 | N/A | PC | To support the Executives' Alliance to Expand Opportunities for Boys and Men of Color Place Based Efforts Boys and Men Opportunity Success Team (BMOST) strategy in Little Rock, AR. | $50,000 | |
| Urban Libraries Council | ||||||||
| 1333 H Street NW Suite 1000 West | Washington | DC | 20005 | N/A | PC | To provide support to Grantee's project aimed at enhancing its understanding of the evolving roles public libraries, local government, nonprofit organizations, and local leaders can play in improving outcomes for children and families. | $44,000 | |
| Washington Regional Association of Grantmakers | ||||||||
| 1400 16th Street Suite 740 | Washington | DC | 20036 | N/A | PC | To support the National Family Support Network's Member Convening and Forum. | $20,000 | |
| Washington State Department of Children Youth and Family Services | ||||||||
| 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 Department of Children, Youth, and Families. | $2,000 | |
| Wassmuth Center for Human Rights | ||||||||
| 777 S 8th Street | Boise | ID | 83702 | N/A | PC | To support Grantee's and help with general operating costs. | $150 | |
| World Conference of Mayors | ||||||||
| 410 Prestwood Circle | Tuskegee | AL | 36083 | N/A | PC | To support The World Conference of Mayors and the Historic Black Towns and Settlements Alliance Conference, and the Orlando Annual Conference. | $25,000 | |
| Yakima Neighborhood Health Services | ||||||||
| P O Box 2605 | Yakima | WA | 98907 | N/A | PC | To provide housing assistance for kinship caregivers and/or birth parents whose last barrier to legal permanency for their children is to secure housing. | $10,000 | |
| YMCA | ||||||||
| 909 Fourth Ave | Seattle | WA | 98104 | N/A | PC | To offer support to Grantee by offering full YMCA Membership for all youth and families in foster care related services; | $447,500 | |
| Harvard College | ||||||||
| 79 John F Kennedy St Box 114 | Cambridge | MA | 02139 | N/A | PC | To support Grantee in designing and implementing initiatives that are aimed towards transforming child well-being systems and improving outcomes for children and families. | $668,000 | |
| National Alliance of Child Abuse Prevention Fund | ||||||||
| 5712 30th Ave NE | Seattle | WA | 98105 | N/A | PC | To help grantee elevate the experiences and voices of individuals who have personally experienced the child welfare system. | $32,000 | |
| Predict Align Prevent | ||||||||
| 1452 Hughes Road Suite 200 | Grapevine | TX | 76051 | N/A | PC | To provide support for geospatial risk prediction and services related to gathering alignment data and strategic planning for two committed sites (NH and MO) in 2019-2020. | $262,362 | |
| A Stepping Stone Foundation | ||||||||
| PO Box 87149 | Phoenix | AZ | 85080 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 | |
| Africa School Assistance Project | ||||||||
| 191 University Blvd 285 | Denver | CO | 80206 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| ALS Association Western PA Chapter | ||||||||
| 416 Lincoln Ave | Pittsburgh | PA | 15209 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| American Cancer Society | ||||||||
| 250 Williams St | Atlanta | GA | 30303 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Amherst College | ||||||||
| PO Box 5000 | Amherst | MA | 01002 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| BaaHaus Animal Rescue | ||||||||
| PO Box 2356 | Vashon | WA | 98070 | N/A | PC | Employee Matching Gift - For General Operating Support | $375 | |
| Back Bay Mission | ||||||||
| PO Box 288 | Biloxi | MS | 39533 | N/A | PC | Employee Matching Gift - For General Operating Support | $135 | |
| Bainbridge Community Foundation | ||||||||
| 221 Winslow Way W 305 | Bainbridge | WA | 98110 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| Barnard College | ||||||||
| 3009 Broadway Box AS | New York | NY | 10027 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| CASA Kids | ||||||||
| 5501 Sixth Ave | Tacoma | WA | 98406 | N/A | PC | Employee Matching Gift - For General Operating Support | $93 | |
| CASA Lake County | ||||||||
| 700 Forest Edge Dr | Vernon Hills | IL | 60061 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| Center for Adoption Support and Education (CASE) | ||||||||
| 4000 Blackburn Lane | Burtonsville | MD | 20866 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Childhaven | ||||||||
| 316 Broadway | Seattle | WA | 98112 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Columbus State Foundation | ||||||||
| 550 E Spring ST | Columbus | OH | 43215 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| Contemporary American Theater Festival | ||||||||
| PO Box 429 | Shepherdstown | WV | 25443 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 | |
| Daze of Camelot Animal Sanctuary | ||||||||
| 10107 Kory Ln NE | Moses Lake | WA | 98837 | N/A | PC | Employee Matching Gift - For General Operating Support | $125 | |
| Eagle River Youth Coalition | ||||||||
| PO Box 4613 | Edwards | CO | 81632 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| Elgin Community College Foundation | ||||||||
| 1700 Spartan Dr | Elgin | IL | 60123 | 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 | |
| Fabretto Children's Foundation | ||||||||
| 1563 Sherman Ave | Evanston | IL | 60201 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 | |
| F-Factor | ||||||||
| PO Box 1586 | Issaquah | WA | 98027 | N/A | PC | Employee Matching Gift - For General Operating Support | $385 | |
| Food Lifeline | ||||||||
| 815 S 96th St | Seattle | WA | 98108 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 | |
| FosterClub | ||||||||
| 620 Holladay Dr 1 | Seaside | OR | 97138 | N/A | PC | Employee Matching Gift - For General Operating Support | $70 | |
| Fred Hutchinson Cancer Research Center | ||||||||
| 1100 Fairview Ave N | Seattle | WA | 98109 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Friends of Public Radio Arizona | ||||||||
| 2323 W 14TH ST | TEMPE | AZ | 85281 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 | |
| Friends of Tops | ||||||||
| 2500 Franklin Ave E | Seattle | WA | 98102 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| Great Arizona Puppet Theater | ||||||||
| 302 W Latham St | Phoenix | AZ | 85003 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| 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 | |
| International Foster Care Alliance | ||||||||
| 6542 4th Ave NW | Seattle | WA | 98117 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| JSIM Hope Foundation | ||||||||
| 3040 78th Ave SE | Mercer Island | WA | 98040 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| Kitsap Humane Society | ||||||||
| 9167 Dickey Rd NW | Silverdale | WA | 98383 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| Linternita Foundation | ||||||||
| 8151 E Marblehead Way | Anaheim | CA | 92808 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| Loretto Academy | ||||||||
| 1300 Hardaway | El Paso | TX | 79903 | 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 | $250 | |
| Mississippi Immigrants Rights Alliance | ||||||||
| PO Box 1104 | Jackson | MS | 39215 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 | |
| Movember Foundation | ||||||||
| PO Box 1595 | Culver City | CA | 90232 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| National Multiple Sclerosis Society | ||||||||
| 733 3rd Avenue Floor 3 | New York | NY | 10017 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Native American Health Center | ||||||||
| 1151 Harbor Bay Parkway | Alameda | CA | 94502 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Northwest Harvest E M M | ||||||||
| PO Box 12272 | Seattle | WA | 98102 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| Old Dog Haven | ||||||||
| PO Box 1409 | Oak Harbor | WA | 98277 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Olive Crest | ||||||||
| 2500 116th Ave NE | Bellevue | WA | 98004 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| Pasado's Safe Haven | ||||||||
| PO Box 171 | Sultan | WA | 98294 | N/A | PC | Employee Matching Gift - For General Operating Support | $253 | |
| PETA | ||||||||
| 501 Front St | Norfolk | VA | 23510 | N/A | PC | Employee Matching Gift - For General Operating Support | $160 | |
| Pigs Peace Sanctuary | ||||||||
| PO Box 295 | Stanwood | WA | 98292 | N/A | PC | Employee Matching Gift - For General Operating Support | $375 | |
| RAICES | ||||||||
| 1305 N Flores St | San Antonio | TX | 78212 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| San Francisco AIDS Foundation | ||||||||
| 1035 Market St | San Francisco | CA | 94103 | N/A | PC | Employee Matching Gift - For General Operating Support | $103 | |
| Seattle Cancer Care Alliance | ||||||||
| PO Box 19023 | Seattle | WA | 98109 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 | |
| The Icla da Silva Foundation | ||||||||
| 311 West 43rd St | New York | NY | 10036 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| The Leukemia & Lymphoma Society | ||||||||
| 221 Main St Suite 1650 | San Francisco | CA | 94105 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| The Mockingbird Society | ||||||||
| 2100 24th Avenue South | Seattle | WA | 98144 | N/A | PC | Employee Matching Gift - For General Operating Support | $800 | |
| The Nature Conservancy | ||||||||
| 4245 N Fairfax Dr suite 100 | Arlington | VA | 22203 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Totem Star | ||||||||
| 4408 Delridge Way SW | Seattle | WA | 98106 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 | |
| United Way | ||||||||
| 720 2nd Ave | Seattle | WA | 92193 | N/A | PC | Employee Matching Gift - For General Operating Support | $2,277 | |
| University of Buffalo Foundation | ||||||||
| PO Box 900 | Buffalo | NY | 14226 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| University of Delaware | ||||||||
| 83 E Main St | Newark | DE | 19716 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Valley View Booster Club | ||||||||
| 1201 South Cap of TX Hwy | Austin | TX | 78746 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Vero Beach Museum of Art | ||||||||
| 3001 Riverside Park Dr | Vero Beach | FL | 32963 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 | |
| Visiting Nurse Association & Hospice Foundation | ||||||||
| 1110 35th Lane | Vero Beach | FL | 32960 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 | |
| Yakima Symphony Orchestra | ||||||||
| 32 N Third St 333 | Yakima | WA | 98901 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| YWCA of Seattle-King County-Snohomish County | ||||||||
| 1118 Fifth Ave | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $125 | |
| A Stepping Stone Foundation | ||||||||
| PO Box 87149 | Phoenix | AZ | 85080 | N/A | PC | Employee Matching Gift - For General Operating Support | $450 | |
| Alpha Supported Living Services | ||||||||
| 16030 Juanita-Woodinville Way NE | Bothell | WA | 98011 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 | |
| Annunciation House | ||||||||
| 815 Myrtle Ave | El Paso | TX | 79901 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| AVIVA Children's Services | ||||||||
| 153 S Plumer Ave | Tucson | AZ | 85719 | N/A | PC | Employee Matching Gift - For General Operating Support | $800 | |
| BaaHaus Animal Rescue | ||||||||
| PO Box 2356 | Vashon | WA | 98070 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Black Women's Association Northwest Suburban Chapter | ||||||||
| PO Box 5260 | Elgin | IL | 60121 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Boys & Girls Clubs of King County | ||||||||
| 603 Stewart St Suite 300 | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Charlotte Community Foundation | ||||||||
| 227 Sullivan Street | Punta Gorda | FL | 33950 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| CORE Tanzania | ||||||||
| 6709 Earl Ave NW | Seattle | WA | 98117 | N/A | PC | Employee Matching Gift - For General Operating Support | $400 | |
| Crisis Connections | ||||||||
| 9725 3rd Ave NE | Seattle | WA | 98115 | N/A | PC | Employee Matching Gift - For General Operating Support | $400 | |
| Eagle River Youth Coalition | ||||||||
| PO Box 4613 | Edwards | CO | 81632 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Friends of 88-5 FM | ||||||||
| 2601 - 4th Ave Ste 150 | Seattle | WA | 98121 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Great Arizona Puppet Theater | ||||||||
| 302 W Latham St | Phoenix | AZ | 85003 | N/A | PC | Employee Matching Gift - For General Operating Support | $350 | |
| 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 | |
| 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 | |
| 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 | $250 | |
| KUOW Puget Sound Public Radio | ||||||||
| 4518 University Way NE 310 | Seattle | WA | 98105 | N/A | PC | Employee Matching Gift - For General Operating Support | $340 | |
| Linternita Foundation | ||||||||
| 8151 E Marblehead Way | Anaheim | CA | 92808 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| Methow Valley Citizens Council | ||||||||
| PO Box 774 | Twisp | WA | 98856 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 | |
| Montana Conservation Corp | ||||||||
| 206 N Grand Ave | Bozeman | MT | 59715 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| National Association of Counsel for Children | ||||||||
| 1600 Downing Street Suite 410 | Denver | CO | 80218 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 | |
| New Beginnings | ||||||||
| PO Box 75125 | Seattle | WA | 98175 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 | |
| North Central College | ||||||||
| 30 N Brainard | Naperville | IL | 60540 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 | |
| North Valley Community Foundation | ||||||||
| 240 Main Street 260 | Chico | CA | 95928 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 | |
| Olive Crest | ||||||||
| 2500 116th Ave NE | Bellevue | WA | 98004 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 | |
| Pigs Peace Sanctuary | ||||||||
| PO Box 295 | Stanwood | WA | 98292 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Planned Parenthood Federation of America | ||||||||
| 123 William St Fl 10 | New York | NY | 10038 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 | |
| Potomac Conservancy | ||||||||
| 8403 Colesville Road Suite 805 | Silver Spring | MD | 20910 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Seattle Humane Society | ||||||||
| 13212 SE Eastgate Way | Bellevue | WA | 98005 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 | |
| South Sound Freedom Fences | ||||||||
| 701 E 91st ST | Tacoma | WA | 98445 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 | |
| Transitional Resources | ||||||||
| 2970 SW Avalon Way | Seattle | WA | 98126 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 | |
| Treehouse | ||||||||
| 2100 - 24th Ave S Suite 200 | Seattle | WA | 98144 | 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 | $345 | |
| Valley View Booster Club | ||||||||
| 1201 South Cap of TX Hwy | Austin | TX | 78746 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 | |
| Yakima Symphony Orchestra | ||||||||
| 32 N Third St 333 | Yakima | WA | 98901 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 | |
| YMCA | ||||||||
| 909 Fourth Ave | Seattle | WA | 98104 | N/A | PC | Employee Matching Gift - For General Operating Support | $330 | |
| (no name) | ||||||||
| Total Grants . . . . . . $8,779,837 | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,779,837 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alpha Supported Living Services | |||||||
| 16030 Juanita-Woodinville Way NE | Bothell | WA | 98011 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Brigham Young University | |||||||
| PO Box 27188 | Provo | UT | 84602 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Casa Marianella | |||||||
| 821 Gunter Street | Austin | TX | 78702 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| 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 | Vero Beach | FL | 32960 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| 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 | |||||||
| 1750 Manzana Ave | Punta Gorda | FL | 33950 | 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 |
| KUOW Puget Sound Public Radio | |||||||
| 4518 University Way NE 310 | Seattle | WA | 98105 | N/A | PC | Employee Matching Gift - For General Operating Support | $240 |
| 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 |
| Old Dog Haven | |||||||
| PO Box 1409 | Oak Harbor | WA | 98277 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| Orca K8 PTSA | |||||||
| 5215 46th Ave S | Seattle | WA | 98118 | N/A | PC | Employee Matching Gift - For General Operating Support | $650 |
| 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 | Williston | VT | 05495 | 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 | $150 |
| United Way | |||||||
| 720 2nd Ave | Seattle | WA | 98104 | N/A | PC | Employee Matching Gift - For General Operating Support | $120 |
| (no name) | |||||||
| Total Grants . . . . . . $4,785 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,785 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,828,869 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,417,973 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $148,505,544 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|---|
| Misc. Income | $108,011 | ||||
| Income from Private Equity Partnerships | 18 | $5,809,049 | |||
| Unrelated Business Income from Investments | 900099 | $1,221,883 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,221,883 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $177,561,435 | ExclusionAmt |
| Related Or Exempt Function Incm | $108,011 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,891,329 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11e | CASEY COLLABORATES WITH FOSTER KINSHIP AND ADOPTIVE PARENTS TO PROVIDE SAFE LOVING HOMES |
| 11e | FOR YOUTH IN ITS DIRECT CARE. ALL REVENUE LISTED IN COLUMN E HAS BEEN USED |
| 11e | TO CARRY OUT THE EXEMPT PURPOSE OF THIS EXEMPT OPERATING FOUNDATION. |
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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Idaho State Controller | |||||||
| 1 | 700 W State St PO BOX 83720 | BOISE | ID | 837200011 | $143,412 | Yes (X) | |
| San Diego Health and Human Services | |||||||
| 2 | 1600 PACIFIC HIGHWAY ROOM 206 | SAN DIEGO | CA | 921012400 | $121,623 | Yes (X) | |
| Arizona Department of Child Safety | |||||||
| 3 | 3003 North Central Avenue 23rd Floo | PHOENIX | AZ | 850122919 | $138,580 | Yes (X) | r |
| WA Dept Social & Health Services | |||||||
| 4 | PO BOX 45845 | OLYMPIA | WA | 985040000 | $71,321 | 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 | $243,652 | $36,548 | $36,548 | $207,104 |
| JACOBSON JARVIS & CO. PLLC | $2,208 | $2,208 | ||
| JESS THOMAS GRAYSTON, CPA | $27,420 | $10,968 | $10,968 | $16,452 |
| VOLDAL WARTELLE & CO. P.S. | $31,401 | $31,401 |
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 | |||
| BUILDINGS | $24,422,733 | $12,173,546 | SL | $941,928 |
| LEASEHOLD IMPROVEMENTS | $13,579,585 | $8,622,906 | SL | $1,245,174 |
| Automobiles | $648,408 | $346,284 | SL | $81,092 |
| FURNITURE & FIXTURES | $7,562,451 | $4,809,776 | SL | $470,414 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| Fixed Assets | $0 | $227,545 | -$227,545 |
| Stock Sales | $148,733,089 | $148,733,089 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $342,113,431 | EOYBookValueAmt |
| EOYFMV | $386,839,503 | 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 | $1,023,143,334 | EOYBookValueAmt |
| EOYFMV | $1,413,100,780 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $61,825,814 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $62,852,838 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,666,074 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,294,731 | 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 | $310,644,272 | BookValueAmt |
| EOYFMV | $417,394,457 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $4,284,473 | $0 | $4,284,473 | $0 |
| BUILDINGS | $24,422,733 | $12,246,480 | $12,176,253 | $32,350,000 |
| Automobiles | $648,408 | $516,447 | $131,961 | $131,962 |
| Furniture & EQUIPMENT | $7,562,451 | $6,036,192 | $1,526,259 | $1,526,259 |
| LEASEHOLD IMPROVEMENTS | $13,579,585 | $10,357,979 | $3,221,606 | $3,221,606 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (7 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Davis Wright Tremaine LLP | $9,347 | $9,347 | ||
| Deutsch Hunt PLLC | $19,154 | $19,154 | ||
| LITTLER MENDELSON FASTIFF | $14,753 | $14,753 | ||
| STOEL RIVES LLP | $95,344 | $36,859 | $58,485 | $58,485 |
| Venable LLP | $39,538 | $39,538 | ||
| Williams, Kastner & Gibbs PLLC | $25,389 | $25,389 | ||
| Various Attorneys and Costs | $85,568 | $85,568 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 457f Deferred Comp Plan | $2,736,895 | $3,146,438 | $4,266,809 |
| Construction in Progress | $143,556 | $78,766 | $78,766 |
| Deposits | $23,843 | $22,973 | $22,973 |
| Misc. Receivable | $146,884 | $99,360 | $99,360 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (24 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Child Welfare Agencies, Youth and Family Support Services | $28,118,876 | $28,118,876 | ||
| ADVERTISING AND PROMOTION | $13,841 | $13,841 | ||
| AUTOMOBILE EXPENSE | $95,174 | $95,174 | ||
| BANK FEES | $2,747 | $2,747 | ||
| BOT DEFERRED GAINS | $17,438 | $17,438 | ||
| COMMUNICATIONS | $664,034 | $664,034 | ||
| DATA PROCESSING | $1,727 | $1,727 | ||
| DUES AND MEMBERSHIPS | $341,382 | $341,382 | ||
| EQUIPMENT RENTAL/LEASE | $401,115 | $401,115 | ||
| LIABILITY INSURANCE | $680,060 | $680,060 | ||
| MOVING EXPENSE | $88,053 | $88,053 | ||
| OFFICE SUPPLIES | $328,152 | $328,152 | ||
| POSTAGE | $131,509 | $131,509 | ||
| RECRUITMENT EXPENSES | $259,845 | $259,845 | ||
| REPAIRS & MAINTENANCE | $700,340 | $700,340 | ||
| SOFTWARE & FIXED ASSETS <$1,000 | $1,982,785 | $1,982,785 | ||
| STAFF TRAINING AND DEVELOPMENT | $1,004,369 | $1,004,369 | ||
| TEMPORARY HELP | $553,688 | $553,688 | ||
| EXP. ALLOCATION TO INV. INCOME | -$1,325,034 | $1,325,034 | $1,325,034 | |
| ACCRUAL TO CASH ADJUSTMENT | -$544,496 | |||
| LESS 50% MEALS DISALLOWED | -$1,134,543 | |||
| INV. EXPENSES FROM K-1 | $14,977,566 | $14,977,566 | ||
| INV PARTNERSHIP MANAGEMENT FEES | $3,713,453 | $3,713,453 | $3,713,453 | |
| LESS EXPENSES DEDUCTED ON 990T | -$92,859 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Misc. Income | $9,319 | $9,319 | |
| Income from Private Equity Partnerships | $7,030,932 | $1,012,736 | $1,012,736 |
| Wells Fargo Revenue Sharing | $98,692 | $98,692 | |
| Other Income from K-1s | $3,791,533 | $3,791,533 | |
| Section 751 Income | $13,564 | $13,564 | |
| Less UBTI Adjustment | -$1,221,883 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| BOT Deferred Income & Interest | $672,791 | $690,229 |
| Deferred 457f Payable | $3,284,040 | $4,266,809 |
| Deferred Rent | $775,974 | $581,499 |
| Deferred Lease Incentive | $2,046,292 | $1,056,220 |
| Insurance Claim Reserve | $547,000 | $296,644 |
| TDA Loans | $6,160 | $7,138 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (58 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ABRY Partners | $270,507 | $270,507 | $270,507 | |
| Actis LLP | $497,000 | $497,000 | $497,000 | |
| Activum SG Capital Management Limited | $199,674 | $199,674 | $199,674 | |
| Ampersand Capital Partners | $353,384 | $353,384 | $353,384 | |
| Angelo Gordon | $172,305 | $172,305 | $172,305 | |
| Aon Hewitt | $280,000 | $280,000 | $280,000 | |
| Arrowstreet Capital | $658,562 | $658,562 | $658,562 | |
| Axiom Funds | $310,995 | $310,995 | $310,995 | |
| Baillie Gifford | $375,908 | $375,908 | $375,908 | |
| Blackrock | $90,714 | $90,714 | $90,714 | |
| BNY Mellon | $1,032,126 | $1,032,126 | $1,032,126 | |
| Brookfield Strategic | $254,000 | $254,000 | $254,000 | |
| Burgundy Intl EQ | $84,947 | $84,947 | $84,947 | |
| Charlesbank Capital Partners | $109,757 | $109,757 | $109,757 | |
| Dodge & Cox | $133,819 | $133,819 | $133,819 | |
| Francisco Partners | $392,020 | $392,020 | $392,020 | |
| GEM Realty Capital | $135,000 | $135,000 | $135,000 | |
| Genesis | $225,170 | $225,170 | $225,170 | |
| GlenRock Capital Advisers, LLC | $550,000 | $550,000 | $550,000 | |
| Goldman Sachs | $384,034 | $384,034 | $384,034 | |
| Greenfield Acquisition Partners | $247,169 | $247,169 | $247,169 | |
| Hardman Johnston IE | $271,962 | $271,962 | $271,962 | |
| Horsley Bridge Partners | $675,000 | $675,000 | $675,000 | |
| Hosking Global | $314,632 | $314,632 | $314,632 | |
| J P Morgan Asset Management | $175,289 | $175,289 | $175,289 | |
| Kent Global Group, LLC | $215,625 | $215,625 | $215,625 | |
| Kiltearn Partners LLP | $361,261 | $361,261 | $361,261 | |
| Marathon | $284,532 | $284,532 | $284,532 | |
| Mayfair Equity Partners II | $189,706 | $189,706 | $189,706 | |
| Mesa West Capital | $150,402 | $150,402 | $150,402 | |
| ORG Portfolio Management | $179,066 | $179,066 | $179,066 | |
| Others | $676,396 | $204,766 | $204,766 | $471,630 |
| Patron Capital LP | $176,908 | $176,908 | $176,908 | |
| Pugh Capital | $132,077 | $132,077 | $132,077 | |
| Pzena Investment Management LLC | $375,518 | $375,518 | $375,518 | |
| Silchester International Investors | $688,401 | $688,401 | $688,401 | |
| Wa Macro Opp Portfolio | $245,076 | $245,076 | $245,076 | |
| White & Case LLP | $188,826 | $188,826 | $188,826 | |
| Yorktown Energy Partners Case | $115,416 | $115,416 | $115,416 | |
| Agiloft, Inc | $71,604 | $71,604 | ||
| Affirma Consulting | $100,965 | $100,965 | ||
| Arthur J Gallagher & Co. of WA | $95,000 | $95,000 | ||
| BCT Partners | $45,581 | $45,581 | ||
| Cherwell Software, LLC | $94,064 | $94,064 | ||
| Clarus Consulting Group | $36,440 | $36,440 | ||
| Dimension Data North America, Inc. | $75,514 | $75,514 | ||
| Exponent Partners | $321,422 | $321,422 | ||
| G.A. Jones & Associates, Inc. | $52,054 | $52,054 | ||
| Joanne Edgar | $31,875 | $31,875 | ||
| K/P Corporation | $32,444 | $32,444 | ||
| Kibble & Prentice Holding Company | $70,000 | $70,000 | ||
| Krista Fleming | $38,198 | $38,198 | ||
| Massachusetts General Physicians Org. | $74,512 | $74,512 | ||
| NTT America Solutions | $72,790 | $72,790 | ||
| Red Jet Films, LLC | $190,688 | $190,688 | ||
| Transamerica Retirement Solutions Co | $124,616 | $124,616 | ||
| UBS Financial Services, Inc. | $56,590 | $56,590 | ||
| Willis Towers Watson, LLC | $34,967 | $34,967 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| LICENSING | $7,943 | $7,943 | ||
| State Taxes | $11,213 | $11,213 | ||
| Unrelated Business Income Tax | $8,970 | |||
| FOREIGN TAXES FROM K-1S | $1,106,621 | $1,106,621 | ||
| Section 4960 Excise Tax | $15,439 |