STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-13T15:30:50-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 4000AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462045126ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN910793881EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Casey Family ProgramsBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCASEBusinessNameControlTxt
Phone2062827300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 Eighth Ave Suite 2700AddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP981212641ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWilliam C BellPersonNm
Person TitlePresident & CEOPersonTitleTxt
Signature2020-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJennifer D RhoderickPreparerPersonNm
PTINP00395735PTIN
Phone3176817000PhoneNum
Preparation2019-11-08PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,447,706,620FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$478,079ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,828,869InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,828,869InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,828,869InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$21,417,973DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,700,413DividendsNetInvstIncmAmt
Dividends Adj Net Incm$52,700,413DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$148,505,544NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,072,380,642GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$146,059,971CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$8,743,493NetSTCapitalGainAdjNetIncmAmt
Incm Modifications Adj Net Incm$4,942IncmModificationsAdjNetIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$7,138,943OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,595,950OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$4,925,844OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$179,369,408TotalRevAndExpnssAmt
Total Net Invst Incm$204,185,203TotalNetInvstIncmAmt
Total Adj Net Incm$68,203,561TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$3,935,736CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,894,922CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$1,894,922CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,040,815CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$39,479,959OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$2,582,247OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$2,582,247OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$35,784,744OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$11,016,900PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$552,553PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$552,553PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$10,699,737PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$289,093LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$58,485LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$58,485LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$230,608LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$304,681AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$47,516AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$47,516AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$257,165AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,792,508OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,701,554OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$11,701,554OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,090,954OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$43,565TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,106,621TaxesNetInvstIncmAmt
Taxes Adj Net Incm$1,106,621TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$19,156TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$2,738,608DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$4,551,983OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$363,616OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$363,616OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$4,375,859OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,511,806TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$45,787TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$45,787TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$5,016,582TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$217,038PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$217,038PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$39,098,588OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,923,194OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$20,016,053OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$32,381,062OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$120,980,465TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38,276,495TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$38,369,354TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$93,113,720TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,810,045ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,779,837ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$128,790,510TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38,276,495TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$38,369,354TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$101,893,557TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$50,578,898ExcessRevenueOverExpensesAmt
Net Investment Income$165,908,708NetInvestmentIncomeAmt
Adjusted Net Income$29,834,207AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,293,849CashBOYAmt
Cash EOY$7,789,484CashEOYAmt
Cash EOYFMV$7,789,484CashEOYFMVAmt
Sav And Temp Cash Invst BOY$99,887,189SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$114,340,707SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$114,341,502SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Grants Receivable BOY$0GrantsReceivableBOYAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Inventories BOY$0InventoriesBOYAmt
Prepaid Expenses BOY$1,774,763PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,395,590PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,395,590PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$58,822,721USGovernmentObligationsBOYAmt
US Government Obligations EOY$63,491,888USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$65,147,569USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,030,911,844CorporateStockBOYAmt
Corporate Stock EOY$1,023,143,334CorporateStockEOYAmt
Corporate Stock EOYFMV$1,413,100,780CorporateStockEOYFMVAmt
Corporate Bonds BOY$354,369,504CorporateBondsBOYAmt
Corporate Bonds EOY$342,113,431CorporateBondsEOYAmt
Corporate Bonds EOYFMV$386,839,503CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Mortgage Loans BOY$0MortgageLoansBOYAmt
Other Investments BOY$261,181,562OtherInvestmentsBOYAmt
Other Investments EOY$310,644,272OtherInvestmentsEOYAmt
Other Investments EOYFMV$417,394,457OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$50,497,650LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$29,157,098LandBldgEquipAccumDeprecAmt
Land BOY$22,591,933LandBOYAmt
Land EOY$21,340,552LandEOYAmt
Land EOYFMV$37,229,827LandEOYFMVAmt
Other Assets BOY$3,051,178OtherAssetsBOYAmt
Other Assets EOY$3,347,537OtherAssetsEOYAmt
Other Assets EOYFMV$4,467,908OtherAssetsEOYFMVAmt
Total Assets BOY$1,837,884,543TotalAssetsBOYAmt
Total Assets EOY$1,887,606,795TotalAssetsEOYAmt
Total Assets EOYFMV$2,447,706,620TotalAssetsEOYFMVAmt
Accounts Payable BOY$16,260,874AccountsPayableBOYAmt
Accounts Payable EOY$16,807,738AccountsPayableEOYAmt
Grants Payable BOY$974,577GrantsPayableBOYAmt
Grants Payable EOY$4,785GrantsPayableEOYAmt
Deferred Revenue BOY$0DeferredRevenueBOYAmt
Deferred Revenue EOY$0DeferredRevenueEOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$7,332,257OtherLiabilitiesBOYAmt
Other Liabilities EOY$6,898,539OtherLiabilitiesEOYAmt
Total Liabilities BOY$24,567,708TotalLiabilitiesBOYAmt
Total Liabilities EOY$23,711,062TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,813,316,835NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,863,895,733NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$0DonorRstrNetAssetsBOYAmt
Capital Stock BOY$0CapitalStockBOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Tot Net Ast Or Fund Balances BOY$1,813,316,835TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,863,895,733TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,837,884,543TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,887,606,795TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,813,316,835TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$50,578,898ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,863,895,733SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,863,895,733TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (143 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - STP2019-12-012019-12-31$591,793,143$581,251,117$10,542,026$0$10,542,026
SECTION 1256 GAINS/LOSSES - STP2019-12-012019-12-31$2,583,270$0$2,583,270$0$2,583,270
PUBLICLY TRADED SECURITIES - LTP$142,126,210$100,651,191$41,475,019$0$41,475,019
SECTION 1256 GAINS/LOSSES - LTP$3,874,906$0$3,874,906$0$3,874,906
SHORT TERM$0$0$0
ABRY ASF IIP2019-12-012019-12-31$0$2,619-$2,619$0-$2,619
ABRY ASF IIIP2019-12-012019-12-31$0$5,102-$5,102$0-$5,102
ABRY ASF VIIIP2019-12-012019-12-31$0$2,234-$2,234$0-$2,234
Angelo Gordon Realty IXP2019-12-012019-12-31$19$0$19$0$19
Alcion III-AP2019-12-012019-12-31$11,265$0$11,265$0$11,265
AllianzGIP2019-12-012019-12-31$3,986$0$3,986$0$3,986
Ampersand 2011P2019-12-012019-12-31$99,439$0$99,439$0$99,439
Arrowstreeet CapitalP2019-12-012019-12-31$24$61-$37$0-$37
Axiom Asia Fund IVP2019-12-012019-12-31$600$0$600$0$600
Axiom Asia Fund VP2019-12-012019-12-31$0$11,280-$11,280$0-$11,280
Axiom Asia Private Fund IIP2019-12-012019-12-31$11,411$0$11,411$0$11,411
Blackrock ACWI Ex-USP2019-12-012019-12-31$1,705$0$1,705$0$1,705
Blackrock EAFE EquityP2019-12-012019-12-31$4,081$0$4,081$0$4,081
Blackrock MSCI CanadaP2019-12-012019-12-31$1,786$0$1,786$0$1,786
Blackrock Russell 1000 ValueP2019-12-012019-12-31$7,379$0$7,379$0$7,379
Blackrock Russell 2000 GrowthP2019-12-012019-12-31$10,729$0$10,729$0$10,729
Blackrock Russell 3000 IndexP2019-12-012019-12-31$41,067$0$41,067$0$41,067
Blackrock US Debt Index Fund BP2019-12-012019-12-31$210,065$0$210,065$0$210,065
Blackrock MOFP2019-12-012019-12-31$4,568$22$4,546$0$4,546
Charlesbank Equity VIIP2019-12-012019-12-31$0$3,418-$3,418$0-$3,418
Charlesbank Equity IXP2019-12-012019-12-31$0$2,038-$2,038$0-$2,038
CharlesBank OP Aggregator IP2019-12-012019-12-31$0$88-$88$0-$88
CI Capital Investors IIP2019-12-012019-12-31$3,195$0$3,195$0$3,195
Francisco Partners IV-AP2019-12-012019-12-31$2,631$0$2,631$0$2,631
Genesis Emerging MarketsP2019-12-012019-12-31$392,979$0$392,979$0$392,979
Gramercy IIIP2019-12-012019-12-31$177,396$0$177,396$0$177,396
Greenfield VIP2019-12-012019-12-31$0$570,562-$570,562$0-$570,562
Greenfield VIIP2019-12-012019-12-31$0$2,161-$2,161$0-$2,161
Hardman Johnston IEP2019-12-012019-12-31$6,708,320$6,803,030-$94,710$0-$94,710
Horsley Bridge Intrn'l VP2019-12-012019-12-31$54,059$0$54,059$0$54,059
Horsley Bridge IXP2019-12-012019-12-31$169,670$0$169,670$0$169,670
Horsley Bridge XIP2019-12-012019-12-31$5,513$0$5,513$0$5,513
Horsley Bridge XIIP2019-12-012019-12-31$2,595$0$2,595$0$2,595
Hosking GlobalP2019-12-012019-12-31$13,630,982$13,684,021-$53,039$0-$53,039
IFP Global EquityP2019-12-012019-12-31$558,336$0$558,336$0$558,336
Kreos Capital VIP2019-12-012019-12-31$0$13,762-$13,762$0-$13,762
Invesco US Value Fund VP2019-12-012019-12-31$142,574$0$142,574$0$142,574
Marathon London Intl. Inv TrustP2019-12-012019-12-31$91,007$0$91,007$0$91,007
OCM Opp. Fund VIIP2019-12-012019-12-31$0$645-$645$0-$645
OCM Opp. Fund VIIbP2019-12-012019-12-31$0$199-$199$0-$199
Pugh Long DurationP2019-12-012019-12-31$44,183,273$43,694,923$488,350$0$488,350
PzenaP2019-12-012019-12-31$21,345,626$22,033,398-$687,772$0-$687,772
Renaissance Alpha fundP2019-12-012019-12-31$0$3,072,070-$3,072,070$0-$3,072,070
Siguler GuffP2019-12-012019-12-31$464$0$464$0$464
SilchesterP2019-12-012019-12-31$160,621$0$160,621$0$160,621
Smith Graham SGIAP2019-12-012019-12-31$0$202-$202$0-$202
Split Rock Partners IIP2019-12-012019-12-31$21,515$0$21,515$0$21,515
SSGA TIPSP2019-12-012019-12-31$48,635$0$48,635$0$48,635
Stepstone PioneerP2019-12-012019-12-31$0$81-$81$0-$81
Suburban PropaneP2019-12-012019-12-31$0$765-$765$0-$765
The Children's Invt. FundP2019-12-012019-12-31$6,538$0$6,538$0$6,538
The Kiltrean Global EQP2019-12-012019-12-31$0$587,591-$587,591$0-$587,591
The Overlook PartnersP2019-12-012019-12-31$0$1,821-$1,821$0-$1,821
US Large Cap 130/30 JPMORGANP2019-12-012019-12-31$0$2,264,385-$2,264,385$0-$2,264,385
Vivo VIIP2019-12-012019-12-31$9,538$0$9,538$0$9,538
Vivo VIIIP2019-12-012019-12-31$827$0$827$0$827
Vivo IXP2019-12-012019-12-31$88,122$0$88,122$0$88,122
WayzataP2019-12-012019-12-31$186,379$165,000$21,379$0$21,379
YorktownP2019-12-012019-12-31$140,756$0$140,756$0$140,756
LONG TERM$0$0$0
ABRY ASF IIP$399$0$399$0$399
ABRY ASF IIIP$0$16,579-$16,579$0-$16,579
ABRY VIIP$21,478$0$21,478$0$21,478
ABRY VIIIP$12,062$0$12,062$0$12,062
Actis IV GlobalP$1,668,000$0$1,668,000$0$1,668,000
Actis Africa IIIP$29,000$0$29,000$0$29,000
Activum SG VP$315,444$10,350$305,094$0$305,094
Angelo Gordon Realty IXP$618,134$0$618,134$0$618,134
Alcion RE III-AP$227,929$0$227,929$0$227,929
AllianzGIP$0$2-$2$0-$2
Amerpersand 2011P$3,194,938$0$3,194,938$0$3,194,938
Amerpersand 2014P$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 IVP$1,445$0$1,445$0$1,445
Axiom Asia Fund VP$0$34,234-$34,234$0-$34,234
Axiom Asia Private Fund IIP$355,885$0$355,885$0$355,885
Blackrock ACWI Ex-USP$111,378$0$111,378$0$111,378
Blackrock EAFE EquityP$279,893$0$279,893$0$279,893
Blackrock MSCI CanadaP$0$36,435-$36,435$0-$36,435
Blackrock Russell 1000 ValueP$203,867$0$203,867$0$203,867
Blackrock Russell 2000 GrowthP$133,963$0$133,963$0$133,963
Blackrock Russell 3000 IndexP$1,722,927$0$1,722,927$0$1,722,927
Blackrock US Debt Index Fund BP$150,936$0$150,936$0$150,936
Blackrock MOFP$2,855$0$2,855$0$2,855
Charlesbank Equity VIIP$0$1,894,129-$1,894,129$0-$1,894,129
CI Capital Investors IIP$1,536,988$0$1,536,988$0$1,536,988
Francisco Partners Agility AP$4,333$0$4,333$0$4,333
Francisco Partners IV-AP$1,771,534$0$1,771,534$0$1,771,534
Genesis Emerging MarketsP$561,603$0$561,603$0$561,603
Gramercy IIIP$177,184$0$177,184$0$177,184
Greenfield VIP$45,590$0$45,590$0$45,590
Greenfield VIIP$1,075,037$0$1,075,037$0$1,075,037
GS Vintage VP$317,357$0$317,357$0$317,357
Hardman Johnston IEP$5,759,285$4,739,007$1,020,278$0$1,020,278
Hellman & Friedman VIP$0$26,245-$26,245$0-$26,245
Horsley Bridge INTL VP$3,487,842$0$3,487,842$0$3,487,842
Horsley Bridge IXP$6,956,060$0$6,956,060$0$6,956,060
Horsley Bridge XIP$82,438$0$82,438$0$82,438
Horsley Bridge XIIP$111,329$0$111,329$0$111,329
Horsley Bridge XIIIP$0$33-$33$0-$33
Hosking GlobalP$14,027,116$12,549,228$1,477,888$0$1,477,888
IFP Global EquityP$3,669,495$0$3,669,495$0$3,669,495
Invesco Asia Real Estate IIP$73,526$0$73,526$0$73,526
Invesco Core Real EstateP$108,195$0$108,195$0$108,195
Invesco US Value Fund VP$101,245$0$101,245$0$101,245
Gain on Sale of Invesco IIP$1,096,781$0$1,096,781$0$1,096,781
Marathon London Intl. Inv TrustP$3,564,414$0$3,564,414$0$3,564,414
Mesa West IIIP$282$0$282$0$282
Mesa West IVP$4,283$0$4,283$0$4,283
Oaktree Euro Fund IIIP$225,497$492,227-$266,730$0-$266,730
OCM Opportunities VIIP$0$100,163-$100,163$0-$100,163
OCM Opportunities VIIbP$5,458$51,348-$45,890$0-$45,890
Patron Capital IVP$675,284$1,889$673,395$0$673,395
Patron Capital VP$629,338$9,696$619,642$0$619,642
Primecap STK OdysseyP$1,198,002$0$1,198,002$0$1,198,002
Prisa LPP$77,567$0$77,567$0$77,567
Pugh Long DurationP$17,365,556$16,863,997$501,559$0$501,559
PzenaP$42,087,708$42,633,754-$546,046$0-$546,046
Renaissance Alpha fundP$4,735,766$0$4,735,766$0$4,735,766
Siguler GuffP$956,517$0$956,517$0$956,517
SilchesterP$2,190,374$0$2,190,374$0$2,190,374
Split Rock IIP$341,080$0$341,080$0$341,080
SSGA US Tips IndexP$124,956$0$124,956$0$124,956
Stepstone PioneerP$3,178,033$0$3,178,033$0$3,178,033
The Children's Invt. FundP$63,030$0$63,030$0$63,030
The Kiltrean Global EQP$0$459,581-$459,581$0-$459,581
The Jordan-Resolute FundsP$0$8,832-$8,832$0-$8,832
The Overlook PartnersP$103,498$0$103,498$0$103,498
Trustbridge IVP$2,611,590$0$2,611,590$0$2,611,590
US Large Cap 130/30 JPMORGANP$9,970,373$0$9,970,373$0$9,970,373
Vivo VIIP$583,588$0$583,588$0$583,588
Vivo VIIIP$669,923$0$669,923$0$669,923
Vivo IXP$2,080$0$2,080$0$2,080
Western Asset Macro OppP$242,840$185,056$57,784$0$57,784
WayzataP$321,861$0$321,861$0$321,861
YorktownP$1,014,432$0$1,014,432$0$1,014,432
NON-INVESTMENT FIXED ASSET GAINSP$0$227,545-$227,545$0-$227,545
FieldValueIRS element (for citing)
Capital Gain Net Income$146,059,971CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$8,743,493NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Exempt Operating FoundationsYes (X)ExemptOperatingFoundationsInd
Ruling Letter1986-03-18RulingLetterDt
Not ApplicableN/ANotApplicableCd
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Org Report Or Register StateHIOrgReportOrRegisterStateCd
Org Report Or Register StateIDOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Org Report Or Register StateAKOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateMSOrgReportOrRegisterStateCd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Org Report Or Register StateNVOrgReportOrRegisterStateCd
Org Report Or Register StateNHOrgReportOrRegisterStateCd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Org Report Or Register StateNMOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateNDOrgReportOrRegisterStateCd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Org Report Or Register StateRIOrgReportOrRegisterStateCd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Org Report Or Register StateSDOrgReportOrRegisterStateCd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Org Report Or Register StateVTOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Org Report Or Register StateAROrgReportOrRegisterStateCd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Org Report Or Register StateWVOrgReportOrRegisterStateCd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Org Report Or Register StateWYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.casey.orgWebsiteAddressTxt
Individual With BooksCasey Family ProgramsIndividualWithBooksNm
Phone2062827300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12001 Eighth Ave Suite 2700AddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP981212641ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID C MILLS
2001 EIGHTH AVE SUITE 2700SEATTLEWA981212641CHAIR17.000$186,000$0$0
JOAN B POLIAK
2001 EIGHTH AVE SUITE 2700SEATTLEWA981212641VICE CHAIR19.000$166,000$0$0
AMERICA Y BRACHO
2001 EIGHTH AVE SUITE 2700SEATTLEWA981212641SECRETARY15.000$166,000$0$0
SHARON MCDANIEL
2001 EIGHTH AVE SUITE 2700SEATTLEWA981212641TREASURER14.000$166,000$0$0
DOUG PATEJUNAS
2001 EIGHTH AVE SUITE 2700SEATTLEWA981212641TRUSTEE10.000$166,000$0$0
LANCE G MORGAN
2001 EIGHTH AVE SUITE 2700SeattleWA981212641TRUSTEE8.000$147,250$0$0
RICHARD OLIN
2001 EIGHTH AVE SUITE 2700SeattleWA981212641TRUSTEE14.000$147,250$0$0
WALTER H SMITH JR
2001 EIGHTH AVE SUITE 2700SeattleWA981212641TRUSTEE14.000$147,250$0$0
WILLIAM C BELL PHD
2001 EIGHTH AVE SUITE 2700SEATTLEWA981212641PRESIDENT AND CEO40.000$1,056,708$52,500$0
JOSEPH A BOATENG
2001 EIGHTH AVE SUITE 2700SEATTLEWA981212641CHIEF INVESTMENT OFFICER40.000$1,482,278$52,500$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtExpense AccountExpenseAccountAmt
KEI YAMAMOTO
2001 EIGHTH AVE SUITE 2700SEATTLEWA981212641DIRECTOR INVESTMENTS40.000$514,534$0
DAVID B SANDERS
2001 EIGHTH AVE SUITE 2700SEATTLEWA981212641EVP SYSTEM IMPROVMNT40.000$513,971$0
CHRISOPHER T YEBUAH
2002 EIGHTH AVE SUITE 2700SEATTLEWA981212642DIRECTOR INVESTMENTS40.000$475,475$0
MARVA R HAMMONS
2001 EIGHTH AVE SUITE 2700SEATTLEWA981212641EVP FAMILY SERVICES40.000$437,611$0
KATHY PARK HAHN
2001 EIGHTH AVE SUITE 2700SEATTLEWA981212641DIRECTOR INVESTMENTS40.000$426,586$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k311OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
BNY - Mellon
240 Greenwich StreetNew YorkNY10286Investment Custodian$1,032,126
Silchester International Investors LLP
780 Third Avenue 42nd FloorNew YorkNY10017Investment Manager$688,401
Horsley Bridge Partners
505 Montgomery StSan FranciscoCA94111Investment Manager$675,000
Arrowstreet Capital
200 Clarendon Street 30th FloorBostonMA02116Investment Manager$658,562
GlenRock Capital Advisers
767 3RD AVENew YorkNY10017Investment Consultant$550,000
FieldValueIRS element (for citing)
Contractor Paid Over50k46ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ONGOING STRATEGIC CONSULTATION, TECHNICAL ASSISTANCE, AND DATA ANALYSIS AT NO COST TO CHILD WELFARE AGENCIES, POLICY MAKERS, COURTS, AND TRIBES ACROSS AMERICADescription1Txt
Expenses1$44,517,082Expenses1Amt
Description2Provide 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$32,818,598Expenses2Amt
Description3RESEARCH ON CHILD WELFARE PROGRAMS, PROVIDE SCHOLARSHIPS TO FOSTER YOUTH, AND EDUCATE POLICY MAKERS ABOUT CHILD WELFARE ISSUES.Description3Txt
Expenses3$9,830,757Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,788,610,587AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$110,534,513AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$406,687,836FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,305,832,936TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,305,832,936AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,587,494CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,271,245,442NetVlNoncharitableAssetsAmt
Minimum Investment Return$113,562,272MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$101,893,557ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$1,714,775CharitableAssetsAcquisPaidAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$103,608,332QualifyingDistributionsAmt
Adjusted Qualifying Distri$103,608,332AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1972-05-25PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$29,834,207CurrentYearAmt
Year1$17,147,249Year1Amt
Year2$42,017,402Year2Amt
Year3$13,670,384Year3Amt
Total$102,669,242TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$25,359,076CurrentYearAmt
Year1$14,575,162Year1Amt
Year2$35,714,792Year2Amt
Year3$11,619,826Year3Amt
Total$87,268,855TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$103,608,332CurrentYearAmt
Year1$102,534,586Year1Amt
Year2$113,644,664Year2Amt
Year3$122,406,994Year3Amt
Total$442,194,576TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$8,779,837CurrentYearAmt
Year1$3,885,261Year1Amt
Year2$6,971,963Year2Amt
Year3$4,234,961Year3Amt
Total$23,872,022TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$94,828,495CurrentYearAmt
Year1$98,649,325Year1Amt
Year2$106,672,701Year2Amt
Year3$118,172,033Year3Amt
Total$418,322,554TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$75,708,181CurrentYearAmt
Year1$75,712,324Year1Amt
Year2$73,998,782Year2Amt
Year3$68,913,737Year3Amt
Total$294,333,024TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (223 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Alia
1000 University Ave Suite 230Saint PaulMN55104N/APCTo 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 425MilwaukeeWI53203N/APCTo 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 SSeattleWA98118N/APCTo support Grantee's community engagement process,$25,000
American Academy of Pediatrics
601 13th St NW Suite 400WashingtonDC20005N/APCTo 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 FloorWashingtonDC20036N/ASO ITo 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 22478Oklahoma CityOK73123N/APCTo support Grantee's Early detection of breast and lung cancer.$500
American Civil Liberties Union Foundation
125 Broad Street 18th FloorNew YorkNY10004N/APCTo 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 256OaklandCA94612N/APCTo 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 500AtlantaGA30309N/APCTo provide support to Grantee's Native Services program design, implementation, and quality assurance.$25,000
Campaign for Black Male Achievement
570 Lexington AvenueNew York CityNY10022N/APCTo support Grantee's Rumble Young Men, Rumble (RYMR) convenings.$125,000
Center for Health Care Strategies
200 American Metro Boulevard SuiteHamiltonNJ08619N/APCTo 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.$190,739119
Center for the Study of Social Policy
1576 Eye Street NW Suite 500WashingtonDC20006N/APCTo support the formation of the Frank Farrow Equity and Justice Fellowship Program.$50,000
Child Welfare League of America
727 15th Street NW Suite 1200WashingtonDC20005N/APCTo support Grantee's 2020 Global Conference (Conference).$250,000
Children's Advocacy Centers of Arkansas
124 W Capitol Ave Suite 865Little RockAR72201N/APCTo 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 NWWashingtonDC20001N/APCTo support the Marylee Allen Fund for Child Advocacy.$450,000
Children's Home Society of Washington
125 S Wacker DRChicagoIL60606N/APCTo 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 PSeattleWA98124N/AGOVTo provide support to Grantee's "Whole Child - Whole Day; Creating School Culture & Climate to Address Elimination of Opportunity Gaps" initiative.$207,500O Box 94665
Coalition for Hispanic Family Services
315 Wyckoff AveBrooklynNY11237N/APCThe purpose of the Grant is to support Grantee's 30th Anniversary Conference.$60,000
Community Foundation for Greater Buffalo
725 Exchange Street Suite 525BuffaloNY14210N/APCTo 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 100HernandoMS38632N/APCTo 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 NWWashingtonDC20036N/APCTo 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 NEWashingtonDC20002N/APCTo 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 NWWashingtonDC20036N/APCTo 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 NWWashingtonDC20036N/APCTo provide support for a child welfare fellowship through the Congressional Hispanic Caucus Institute Graduate Fellowship Program.$80,000
D3 Community Outreach
1108 Kendall DrDurhamNC27703N/APCTo 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 SouthFargoND58104N/APCTo 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 3141ClevelandMS38733N/APCTo 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 SouthSeattleWA98118N/APCTo 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 411Mercer IslandWA98040N/APCTo 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 SEWashingtonDC20003N/APCTo 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 100HonoluluHI96813N/APCTo 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 700JacksonvilleFL32207N/APCTo 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 230LittletonCO80122N/APCTo 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 AveTallahasseeFL32301N/AGOVTo 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 NWWashingtonDC20012N/APCTo 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 19629San FranciscoCA94120N/APCTo 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 19629San FranciscoCA94120N/APCTo provide support to Grantee to develop a Native American/African American Life Course Framework .$50,000
Foster Care Alumni of America
4929 W Warwick AveChicagoIL60641N/APCTo support Grantee's family reunification and support efforts to improve outcomes for children.$36,050
Foster Family Based Treatment Association
294 Union StHackensackNJ07601N/APCTo 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 1SeasideOR97138N/APCTo support the development, collection, publication, and maintenance of resources on www.FamilyFirstAct.org.$30,000
FosterClub
620 Holladay Dr 1SeasideOR97138N/APCTo support attendee participation at the National Association of Counsel for Children Conference (Conference).$5,200
FosterClub
620 Holladay Dr 1SeasideOR97138N/APCTo support FosterClub's Family Voices United project$242,250
Foundation for Louisiana
4354 S Sherwood Forest Blvd Ste 100Baton RougeLA70816N/APCTo support Grantee's Black Women in Philanthropy book project.$25,000
Fund for the City of New York
121 Avenue of the Americas 6th FlooNew YorkNY10013N/APCTo support the Rise & Shine Program, an 18-week parent-led program to accelerate parent leadership.$5,000r
Generations United
80 F St NW 8th FloorWashingtonDC20001N/APCTo 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 FloorWashingtonDC20002N/APCTo 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 571164WashingtonDC20057N/ASO ITo support Grantee's Women's leadership award forum.$75,000
Grantmakers for Effective Organizations
1725 DeSales Street NW Suite 404WashingtonDC20036N/APCTo help grantee to expand and enhance its infrastructure.$25,000
GreyNickel
24 W Camleback St A408PhoenixAZ85013N/APCTo support an assessment of the kinship mentoring programs, Kinshiphelp55 and Invisible Kinship Families$50,000
Harvard University
79 John F Kennedy St Box 114CambridgeMA02139N/APCTo 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 200OaklandCA94612N/APCTo 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 200OaklandCA94612N/APCTo support grantee's efforts in family reunification.$250,000
Indiana Supreme Court - Office of Judicial Administration
251 N Illinois Street Suite 1600IndianapolisIN46204N/AGOVTo 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 400PhiladelphiaPA19107N/APCTo support Grantee's 2019 Leadership Prize Celebration in Philadelphia$10,000
Louisiana Department of Children and Family Services
627 N 4th Street Floor 3Baton RougeLA70821N/AGOVTo 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 100New OrleansLA70163N/APCTo 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 BroadwayLouisvilleKY40203N/APCTo support Grantee's Annual Report Luncheon in Louisville.$5,000
Michigan Federation for Children and Families
620 S Capitol Ave Suite 325LansingMI48933N/APCTo support Grantee's Senior Management Pre-conference Institute.$5,100
National Alliance of Child Abuse Prevention Fund
5712 30th Ave NESeattleWA98105N/APCTo 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 TowerSeattleWA98119N/APCTo 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 NWWashingtonDC20001N/APCTo 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 8970RenoNV89507N/APCTo 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 1601Los AngelesCA90010N/APCTo help support the Congressional Foster Youth Shadow Day Experience$160,400
National Foundation to End Child Abuse and Neglect
13123 East 16th AvenueAuroraCO80045N/APCTo 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 1210BismarckND58501N/APCTo 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 1210BismarckND58501N/APCTo 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 200MinneapolisMN55401N/APCTo 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 3590Las CrucesNM88003N/APCTo 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 NWWashingtonDC20036N/APCTo support the Communities for Just Schools Funds' School Climate Reform project.$50,000
Parents Anonymous
250 West First Street Suite 250ClaremontCA91711N/APCTo 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 CTucsonAZ85757N/AGOVTo 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 650SeattleWA98121N/APCTo 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 650SeattleWA98121N/APCTo 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 650SeattleWA98121N/APCTo 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 13500DallasTX75204N/APCTo 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 NEKingstonWA98346N/AGOVTo support the PGST's planning retreat for child welfare staff.$2,500
Prevent Child Abuse Arizona
PO Box 26495PrescottAZ86312N/APCTo support the 25th Statewide Child Abuse Prevention Conference (Conference).$5,000
Regents of the University of Minnesota
1207 Ordean CourtDuluthMN55812N/APCTo 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 StreetSan FranciscoCA94117N/APCTo support Grantee's Blue Ribbon Luncheon.$5,000
Sankofa Safe Child Initiative
4041 W Roosevelt RdChicagoIL60624N/APCTo support the 2020 Statewide Kinship Care Symposium (Symposium).$25,000
Schott Foundation for Public Education
678 Massachusetts Ave 8th FlCambridgeMA02139N/APCTo 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 33-343SeattleWA98124N/APCTo provide support to Grantee's Department of African American Male Achievement.$200,000
Seattle Theatre Group
911 Pine StSeattleWA98101N/APCTo 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 20577CharlestonSC29413N/APCTo support Grantee's philanthropic celebration event recognizing Gladys Washington.$4,000
Southeastern Council of Foundations
100 Peachtree St NW Ste 2080AtlantaGA30303N/APCTo 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 StreetFairbanksAK99701N/APCTo 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 StreetAustinTX78701N/ASO ITo 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 LaneDallasTX75247N/APCTo 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 FloorNew YorkNY10004N/APCTo 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 401New YorkNY10005N/APCTo 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 401New YorkNY10005N/APCTo 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 1140ChicagoIL60615N/APCTo support the My Brother's Keeper Alliance (MBK Alliance), and the MBK Rising Event.$25,596
The Bassuk Center
200 Reservoir StreetNeedhamMA02494N/APCTo 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 BoulevardNapervilleIL60563N/APCTo 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 ParkwayNormanOK73019N/AGOVTo support the evaluation of Nurse Family Partnerships Program (NFP) by OU-ORS.$23,390
The University of Texas at Austin
100 W Dean Keeton StAustinTX78713N/AGOVTo provide support for Grantee's Collegiate Black Male Retreat (CMBR).$5,000
Think Of Us
318 West Broad StreetRichmondVA23220N/APCTo 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 29907San FranciscoCA94129N/APCTo support Cities United for Cities United mayor engagement, philanthropic outreach, and executive coaching.$280,220
Tides Center
P O Box 29907San FranciscoCA94129N/APCTo 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 StreetAustinTX78704N/APCTo support Grantee's Safe Landing Pilot Program$12,041
Treehouse
1314 N Atlantic Suite 200SpokaneWA99212N/APCTo 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 211West HollywoodCA90046N/APCTo support the continuation and expansion of the Tribal Justice Collaborative$50,000
Troy University
248 Adams Administration BuildingTroyAL36082N/AGOVTo support the Alabama Judicial Child Welfare Summit$25,000
Tulane University
1430 Tulane Avenue 8055New OrleansLA70112N/APCTo support Grantee's Early Childhood Policy Leadership Institute$5,000
Ujamaa Place
1821 University Ave W Suite N257Saint PaulMN55104N/APCTo support a collaborative Peer-To-Peer Capacity Building Initiative.$75,000
UMOM New Day Centers
3333 E Van BurenPhoenixAZ85007N/APCTo 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 StMacyNE68039N/APCTo 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 AveSeattleWA98104N/APCThe 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 AveSeattleWA98104N/APCTo support Grantee's Celebrate & Innovate Event (Event).$10,000
United Way of King County
720 2nd AveSeattleWA98104N/APCTo support the activities of the Emerging Leaders 365.$20,000
University of Arkansas Foundation
1200 President Clinton AveLittle RockAR72201N/APCTo 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 StreetDenverCO80291N/AGOVTo 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 ParkwayNormanOK73019N/AGOVTo 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 359472SeattleWA98195N/AGOVTo 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 205Little RockAR72204N/APCTo 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 WestWashingtonDC20005N/APCTo 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 740WashingtonDC20036N/APCTo 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 200YakimaWA98902N/AGOVTo 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 StreetBoiseID83702N/APCTo support Grantee's and help with general operating costs.$150
World Conference of Mayors
410 Prestwood CircleTuskegeeAL36083N/APCTo 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 2605YakimaWA98907N/APCTo 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 AveSeattleWA98104N/APCTo 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 114CambridgeMA02139N/APCTo 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 NESeattleWA98105N/APCTo 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 200GrapevineTX76051N/APCTo 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 87149PhoenixAZ85080N/APCEmployee Matching Gift - For General Operating Support$300
Africa School Assistance Project
191 University Blvd 285DenverCO80206N/APCEmployee Matching Gift - For General Operating Support$500
ALS Association Western PA Chapter
416 Lincoln AvePittsburghPA15209N/APCEmployee Matching Gift - For General Operating Support$250
American Cancer Society
250 Williams StAtlantaGA30303N/APCEmployee Matching Gift - For General Operating Support$100
Amherst College
PO Box 5000AmherstMA01002N/APCEmployee Matching Gift - For General Operating Support$250
BaaHaus Animal Rescue
PO Box 2356VashonWA98070N/APCEmployee Matching Gift - For General Operating Support$375
Back Bay Mission
PO Box 288BiloxiMS39533N/APCEmployee Matching Gift - For General Operating Support$135
Bainbridge Community Foundation
221 Winslow Way W 305BainbridgeWA98110N/APCEmployee Matching Gift - For General Operating Support$1,000
Barnard College
3009 Broadway Box ASNew YorkNY10027N/APCEmployee Matching Gift - For General Operating Support$100
CASA Kids
5501 Sixth AveTacomaWA98406N/APCEmployee Matching Gift - For General Operating Support$93
CASA Lake County
700 Forest Edge DrVernon HillsIL60061N/APCEmployee Matching Gift - For General Operating Support$1,000
Center for Adoption Support and Education (CASE)
4000 Blackburn LaneBurtonsvilleMD20866N/APCEmployee Matching Gift - For General Operating Support$250
Childhaven
316 BroadwaySeattleWA98112N/APCEmployee Matching Gift - For General Operating Support$250
Columbus State Foundation
550 E Spring STColumbusOH43215N/APCEmployee Matching Gift - For General Operating Support$500
Contemporary American Theater Festival
PO Box 429ShepherdstownWV25443N/APCEmployee Matching Gift - For General Operating Support$300
Daze of Camelot Animal Sanctuary
10107 Kory Ln NEMoses LakeWA98837N/APCEmployee Matching Gift - For General Operating Support$125
Eagle River Youth Coalition
PO Box 4613EdwardsCO81632N/APCEmployee Matching Gift - For General Operating Support$500
Elgin Community College Foundation
1700 Spartan DrElginIL60123N/APCEmployee Matching Gift - For General Operating Support$1,000
Equal Justice Initiative
122 Commerce StMontgomeryAL36104N/APCEmployee Matching Gift - For General Operating Support$1,000
Fabretto Children's Foundation
1563 Sherman AveEvanstonIL60201N/APCEmployee Matching Gift - For General Operating Support$200
F-Factor
PO Box 1586IssaquahWA98027N/APCEmployee Matching Gift - For General Operating Support$385
Food Lifeline
815 S 96th StSeattleWA98108N/APCEmployee Matching Gift - For General Operating Support$200
FosterClub
620 Holladay Dr 1SeasideOR97138N/APCEmployee Matching Gift - For General Operating Support$70
Fred Hutchinson Cancer Research Center
1100 Fairview Ave NSeattleWA98109N/APCEmployee Matching Gift - For General Operating Support$100
Friends of Public Radio Arizona
2323 W 14TH STTEMPEAZ85281N/APCEmployee Matching Gift - For General Operating Support$200
Friends of Tops
2500 Franklin Ave ESeattleWA98102N/APCEmployee Matching Gift - For General Operating Support$500
Great Arizona Puppet Theater
302 W Latham StPhoenixAZ85003N/APCEmployee Matching Gift - For General Operating Support$500
Harry Chapin Food Bank of Southwest Florida
3760 Fowler STFort MyersFL33901N/APCEmployee Matching Gift - For General Operating Support$600
International Foster Care Alliance
6542 4th Ave NWSeattleWA98117N/APCEmployee Matching Gift - For General Operating Support$500
JSIM Hope Foundation
3040 78th Ave SEMercer IslandWA98040N/APCEmployee Matching Gift - For General Operating Support$1,000
Kitsap Humane Society
9167 Dickey Rd NWSilverdaleWA98383N/APCEmployee Matching Gift - For General Operating Support$1,000
Linternita Foundation
8151 E Marblehead WayAnaheimCA92808N/APCEmployee Matching Gift - For General Operating Support$1,000
Loretto Academy
1300 HardawayEl PasoTX79903N/APCEmployee Matching Gift - For General Operating Support$1,000
Lummi Island Heritage Trust
PO Box 158Lummi IslandWA98262N/APCEmployee Matching Gift - For General Operating Support$250
Mississippi Immigrants Rights Alliance
PO Box 1104JacksonMS39215N/APCEmployee Matching Gift - For General Operating Support$150
Movember Foundation
PO Box 1595Culver CityCA90232N/APCEmployee Matching Gift - For General Operating Support$100
National Multiple Sclerosis Society
733 3rd Avenue Floor 3New YorkNY10017N/APCEmployee Matching Gift - For General Operating Support$100
Native American Health Center
1151 Harbor Bay ParkwayAlamedaCA94502N/APCEmployee Matching Gift - For General Operating Support$250
Northwest Harvest E M M
PO Box 12272SeattleWA98102N/APCEmployee Matching Gift - For General Operating Support$500
Old Dog Haven
PO Box 1409Oak HarborWA98277N/APCEmployee Matching Gift - For General Operating Support$250
Olive Crest
2500 116th Ave NEBellevueWA98004N/APCEmployee Matching Gift - For General Operating Support$500
Pasado's Safe Haven
PO Box 171SultanWA98294N/APCEmployee Matching Gift - For General Operating Support$253
PETA
501 Front StNorfolkVA23510N/APCEmployee Matching Gift - For General Operating Support$160
Pigs Peace Sanctuary
PO Box 295StanwoodWA98292N/APCEmployee Matching Gift - For General Operating Support$375
RAICES
1305 N Flores StSan AntonioTX78212N/APCEmployee Matching Gift - For General Operating Support$250
San Francisco AIDS Foundation
1035 Market StSan FranciscoCA94103N/APCEmployee Matching Gift - For General Operating Support$103
Seattle Cancer Care Alliance
PO Box 19023SeattleWA98109N/APCEmployee Matching Gift - For General Operating Support$50
The Icla da Silva Foundation
311 West 43rd StNew YorkNY10036N/APCEmployee Matching Gift - For General Operating Support$1,000
The Leukemia & Lymphoma Society
221 Main St Suite 1650San FranciscoCA94105N/APCEmployee Matching Gift - For General Operating Support$1,000
The Mockingbird Society
2100 24th Avenue SouthSeattleWA98144N/APCEmployee Matching Gift - For General Operating Support$800
The Nature Conservancy
4245 N Fairfax Dr suite 100ArlingtonVA22203N/APCEmployee Matching Gift - For General Operating Support$100
Totem Star
4408 Delridge Way SWSeattleWA98106N/APCEmployee Matching Gift - For General Operating Support$200
United Way
720 2nd AveSeattleWA92193N/APCEmployee Matching Gift - For General Operating Support$2,277
University of Buffalo Foundation
PO Box 900BuffaloNY14226N/APCEmployee Matching Gift - For General Operating Support$250
University of Delaware
83 E Main StNewarkDE19716N/APCEmployee Matching Gift - For General Operating Support$250
Valley View Booster Club
1201 South Cap of TX HwyAustinTX78746N/APCEmployee Matching Gift - For General Operating Support$250
Vero Beach Museum of Art
3001 Riverside Park DrVero BeachFL32963N/APCEmployee Matching Gift - For General Operating Support$50
Visiting Nurse Association & Hospice Foundation
1110 35th LaneVero BeachFL32960N/APCEmployee Matching Gift - For General Operating Support$50
Yakima Symphony Orchestra
32 N Third St 333YakimaWA98901N/APCEmployee Matching Gift - For General Operating Support$1,000
YWCA of Seattle-King County-Snohomish County
1118 Fifth AveSeattleWA98101N/APCEmployee Matching Gift - For General Operating Support$125
A Stepping Stone Foundation
PO Box 87149PhoenixAZ85080N/APCEmployee Matching Gift - For General Operating Support$450
Alpha Supported Living Services
16030 Juanita-Woodinville Way NEBothellWA98011N/APCEmployee Matching Gift - For General Operating Support$200
Annunciation House
815 Myrtle AveEl PasoTX79901N/APCEmployee Matching Gift - For General Operating Support$1,000
AVIVA Children's Services
153 S Plumer AveTucsonAZ85719N/APCEmployee Matching Gift - For General Operating Support$800
BaaHaus Animal Rescue
PO Box 2356VashonWA98070N/APCEmployee Matching Gift - For General Operating Support$250
Black Women's Association Northwest Suburban Chapter
PO Box 5260ElginIL60121N/APCEmployee Matching Gift - For General Operating Support$250
Boys & Girls Clubs of King County
603 Stewart St Suite 300SeattleWA98101N/APCEmployee Matching Gift - For General Operating Support$100
Charlotte Community Foundation
227 Sullivan StreetPunta GordaFL33950N/APCEmployee Matching Gift - For General Operating Support$250
CORE Tanzania
6709 Earl Ave NWSeattleWA98117N/APCEmployee Matching Gift - For General Operating Support$400
Crisis Connections
9725 3rd Ave NESeattleWA98115N/APCEmployee Matching Gift - For General Operating Support$400
Eagle River Youth Coalition
PO Box 4613EdwardsCO81632N/APCEmployee Matching Gift - For General Operating Support$250
Friends of 88-5 FM
2601 - 4th Ave Ste 150SeattleWA98121N/APCEmployee Matching Gift - For General Operating Support$100
Great Arizona Puppet Theater
302 W Latham StPhoenixAZ85003N/APCEmployee Matching Gift - For General Operating Support$350
Guardian Ad Litem Foundation 20th Judicial Circuit
1700 Monroe St 600Ft MyersFL33901N/APCEmployee Matching Gift - For General Operating Support$100
Harry Chapin Food Bank of Southwest Florida
3760 Fowler STFort MyersFL33901N/APCEmployee Matching Gift - For General Operating Support$600
King County Library System Foundation
960 Newport Way NWIssaquahWA98027N/APCEmployee Matching Gift - For General Operating Support$100
King County Sexual Assault Resource Center
200 Mill Ave S Suite 10RentonWA98057N/APCEmployee Matching Gift - For General Operating Support$250
KUOW Puget Sound Public Radio
4518 University Way NE 310SeattleWA98105N/APCEmployee Matching Gift - For General Operating Support$340
Linternita Foundation
8151 E Marblehead WayAnaheimCA92808N/APCEmployee Matching Gift - For General Operating Support$1,000
Methow Valley Citizens Council
PO Box 774TwispWA98856N/APCEmployee Matching Gift - For General Operating Support$150
Montana Conservation Corp
206 N Grand AveBozemanMT59715N/APCEmployee Matching Gift - For General Operating Support$250
National Association of Counsel for Children
1600 Downing Street Suite 410DenverCO80218N/APCEmployee Matching Gift - For General Operating Support$200
New Beginnings
PO Box 75125SeattleWA98175N/APCEmployee Matching Gift - For General Operating Support$150
North Central College
30 N BrainardNapervilleIL60540N/APCEmployee Matching Gift - For General Operating Support$200
North Valley Community Foundation
240 Main Street 260ChicoCA95928N/APCEmployee Matching Gift - For General Operating Support$200
Olive Crest
2500 116th Ave NEBellevueWA98004N/APCEmployee Matching Gift - For General Operating Support$100
Pigs Peace Sanctuary
PO Box 295StanwoodWA98292N/APCEmployee Matching Gift - For General Operating Support$250
Planned Parenthood Federation of America
123 William St Fl 10New YorkNY10038N/APCEmployee Matching Gift - For General Operating Support$300
Potomac Conservancy
8403 Colesville Road Suite 805Silver SpringMD20910N/APCEmployee Matching Gift - For General Operating Support$250
Seattle Humane Society
13212 SE Eastgate WayBellevueWA98005N/APCEmployee Matching Gift - For General Operating Support$500
South Sound Freedom Fences
701 E 91st STTacomaWA98445N/APCEmployee Matching Gift - For General Operating Support$150
Transitional Resources
2970 SW Avalon WaySeattleWA98126N/APCEmployee Matching Gift - For General Operating Support$300
Treehouse
2100 - 24th Ave S Suite 200SeattleWA98144N/APCEmployee Matching Gift - For General Operating Support$100
United Way
720 2nd AveSeattleWA98104N/APCEmployee Matching Gift - For General Operating Support$345
Valley View Booster Club
1201 South Cap of TX HwyAustinTX78746N/APCEmployee Matching Gift - For General Operating Support$250
Yakima Symphony Orchestra
32 N Third St 333YakimaWA98901N/APCEmployee Matching Gift - For General Operating Support$1,000
YMCA
909 Fourth AveSeattleWA98104N/APCEmployee Matching Gift - For General Operating Support$330
(no name)
Total Grants . . . . . . $8,779,837
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,779,837TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Alpha Supported Living Services
16030 Juanita-Woodinville Way NEBothellWA98011N/APCEmployee Matching Gift - For General Operating Support$250
Brigham Young University
PO Box 27188ProvoUT84602N/APCEmployee Matching Gift - For General Operating Support$250
Casa Marianella
821 Gunter StreetAustinTX78702N/APCEmployee Matching Gift - For General Operating Support$1,000
CORE Tanzania
6709 Earl Ave NWSeattleWA98117N/APCEmployee Matching Gift - For General Operating Support$250
Crossover Mission
1965 42nd AveVero BeachFL32960N/APCEmployee Matching Gift - For General Operating Support$150
Guardian Ad Litem Foundation 20th Judicial Circuit
1700 Monroe St 600Ft MyersFL33901N/APCEmployee Matching Gift - For General Operating Support$100
Habitat for Humanity International
1750 Manzana AvePunta GordaFL33950N/APCEmployee Matching Gift - For General Operating Support$100
King County Sexual Assault Resource Center
200 Mill Ave S Suite 10RentonWA98057N/APCEmployee Matching Gift - For General Operating Support$300
KUOW Puget Sound Public Radio
4518 University Way NE 310SeattleWA98105N/APCEmployee Matching Gift - For General Operating Support$240
New Beginnings
PO Box 75125SeattleWA98175N/APCEmployee Matching Gift - For General Operating Support$200
New Horizons
2709 - 3rd AveSeattleWA98121N/APCEmployee Matching Gift - For General Operating Support$500
Old Dog Haven
PO Box 1409Oak HarborWA98277N/APCEmployee Matching Gift - For General Operating Support$150
Orca K8 PTSA
5215 46th Ave SSeattleWA98118N/APCEmployee Matching Gift - For General Operating Support$650
Planned Parenthood Federation of America
123 William St Fl 10New YorkNY10038N/APCEmployee Matching Gift - For General Operating Support$275
ReSource
329 Harvest LaneWillistonVT05495N/APCEmployee Matching Gift - For General Operating Support$100
United Way
720 2nd AveSeattleWA98104N/APCEmployee Matching Gift - For General Operating Support$150
United Way
720 2nd AveSeattleWA98104N/APCEmployee Matching Gift - For General Operating Support$120
(no name)
Total Grants . . . . . . $4,785
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$4,785TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,828,869ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,417,973ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$148,505,544ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmtExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
Misc. Income$108,011
Income from Private Equity Partnerships18$5,809,049
Unrelated Business Income from Investments900099$1,221,883

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,221,883UnrelatedBusinessTaxblIncmAmt
Exclusion$177,561,435ExclusionAmt
Related Or Exempt Function Incm$108,011RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$178,891,329TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11eCASEY COLLABORATES WITH FOSTER KINSHIP AND ADOPTIVE PARENTS TO PROVIDE SAFE LOVING HOMES
11eFOR YOUTH IN ITS DIRECT CARE. ALL REVENUE LISTED IN COLUMN E HAS BEEN USED
11eTO CARRY OUT THE EXEMPT PURPOSE OF THIS EXEMPT OPERATING FOUNDATION.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndAddress Line2ContributorUSAddress/AddressLine2Txt
Idaho State Controller
1700 W State St PO BOX 83720BOISEID837200011$143,412Yes (X)
San Diego Health and Human Services
21600 PACIFIC HIGHWAY ROOM 206SAN DIEGOCA921012400$121,623Yes (X)
Arizona Department of Child Safety
33003 North Central Avenue 23rd FlooPHOENIXAZ850122919$138,580Yes (X)r
WA Dept Social & Health Services
4PO BOX 45845OLYMPIAWA985040000$71,321Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements 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)

PropertyPropertyDescCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtCurrent Year ExpenseCurrentYearExpenseAmt
LAND$4,284,473
BUILDINGS$24,422,733$12,173,546SL$941,928
LEASEHOLD IMPROVEMENTS$13,579,585$8,622,906SL$1,245,174
Automobiles$648,408$346,284SL$81,092
FURNITURE & FIXTURES$7,562,451$4,809,776SL$470,414

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal 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

FieldValueIRS element (for citing)
BondCorporate BondsBondNm
EOY Book Value$342,113,431EOYBookValueAmt
EOYFMV$386,839,503EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCommon and Preferred StockStockNm
EOY Book Value$1,023,143,334EOYBookValueAmt
EOYFMV$1,413,100,780EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$61,825,814USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$62,852,838USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,666,074StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$2,294,731StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOther InvestmentsCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$310,644,272BookValueAmt
EOYFMV$417,394,457EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
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)

CategoryCategoryTxtLegal FeesLegalFeesAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted 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)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
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)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted 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)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet 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)

DescDescBOY Book ValueBOYBookValueAmtEOY 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)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements 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)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted 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