CASEY FAMILY PROGRAMS: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CASEY FAMILY PROGRAMS (EIN 91-0793881)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-13
- IRS object ID
- 201623189349100412
- Schema version
- 2015v2.1
- 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
- Employee Compensation Expln
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-13T21:41:38-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 Efile Version | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CASEY FAMILY PROGRAMS | InCareOfNm |
| 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 PHD | PersonNm |
| Person Title | PRESIDENT&CEO | PersonTitleTxt |
| Phone | 2062827300 | PhoneNum |
| Signature | 2016-11-10 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,149,564,185 | 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 | $777,562 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,321 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,321 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14,321 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $29,664,427 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,290,680 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $43,290,680 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,262,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,783,143,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,871,449 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $80,682 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $6,007,664 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,766,994 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,334,359 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $119,726,777 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,943,444 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $48,720,042 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,124,470 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $171,450 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $171,450 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,953,020 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $46,298,882 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,868,469 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $3,868,469 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $39,827,022 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,444,465 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $550,966 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $550,966 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,887,797 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $442,509 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $270,614 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $270,614 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $171,895 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $238,242 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,849 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $37,849 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $200,393 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,772,522 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,848,957 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $8,848,957 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,881,155 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,859 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $676,665 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $676,665 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $27,894 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,807,684 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $4,660,610 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $398,819 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $398,819 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,455,922 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,282,948 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $42,612 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $42,612 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,714,386 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $245,878 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $245,878 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,732,715 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,398,728 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $14,398,728 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,664,443 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $137,086,784 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,265,129 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $29,265,129 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $111,029,805 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,106,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,102,774 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,193,654 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,265,129 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $29,265,129 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,132,579 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,466,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,678,315 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,454,913 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,234,887 | CashBOYAmt |
| Cash EOY | $9,484,274 | CashEOYAmt |
| Cash EOYFMV | $9,484,274 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $109,896,561 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $97,888,063 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $97,957,566 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,003,681 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,132,571 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,132,571 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $44,337,631 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $60,909,729 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $61,303,389 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $943,826,180 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,041,114,744 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,242,633,220 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $287,701,215 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $257,995,467 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $262,758,974 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $454,721,179 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $358,229,292 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $447,504,048 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $48,612,924 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,825,031 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $28,275,695 | LandBOYAmt |
| Land EOY | $26,787,893 | LandEOYAmt |
| Land EOYFMV | $24,702,830 | LandEOYFMVAmt |
| Other Assets BOY | $1,604,144 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,087,313 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,087,313 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,876,601,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,855,629,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,149,564,185 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $17,913,443 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $19,509,712 | AccountsPayableEOYAmt |
| Grants Payable BOY | $55,213 | GrantsPayableBOYAmt |
| Grants Payable EOY | $59,310 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $8,790,701 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,685,385 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,759,357 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,254,407 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,849,841,816 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,828,374,939 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,849,841,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,828,374,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,876,601,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,855,629,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,849,841,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,466,877 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,828,374,939 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,828,374,939 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (96 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-ST | P | $1,000,978,528 | $1,007,075,706 | -$6,097,178 | -$6,097,178 |
| PUBLICLY TRADED SECURITIES-LT | P | $301,287,437 | $247,997,758 | $53,289,679 | $53,289,679 |
| ABRY ASF II | P | $9,762 | -$9,762 | -$9,762 | |
| ABRY ASF III | P | $1,291 | $1,291 | $1,291 | |
| AXIOM ASIA II | P | $28,826 | $28,826 | $28,826 | |
| CEDAR ROCK CAPITAL | P | $335 | $335 | $335 | |
| HELLMAN & FRIEDMAN VI | P | $35 | $35 | $35 | |
| HORSLEY BRIDGE IX | P | $64,475 | $64,475 | $64,475 | |
| HORSLEY BRIDGE INTL V | P | $139,426 | $139,426 | $139,426 | |
| HORSLEY BRIDGE XI | P | $27 | $27 | $27 | |
| HOSKING GLOBAL | P | $13,573,010 | $13,810,406 | -$237,396 | -$237,396 |
| INVESTEC PAN AFRICA | P | $70,111 | -$70,111 | -$70,111 | |
| JOHNSTON INTL EQ | P | $7,679,597 | $7,523,863 | $155,734 | $155,734 |
| OAKTREE MEZZ | P | $2,507,458 | $1,803,670 | $703,788 | $703,788 |
| PUGH LONG DURATION | P | $95,565,234 | $96,102,561 | -$537,327 | -$537,327 |
| SIGULER GUFF | P | $7,460 | $7,460 | $7,460 | |
| SPLIT ROCK II | P | $779,779 | $779,779 | $779,779 | |
| STEPSTONE PIONEER (PARISH) | P | $58,597 | -$58,597 | -$58,597 | |
| VIVO VENTURES VII | P | $21,675 | $21,675 | $21,675 | |
| WESTERN ASSET MACRO OPP | P | $269,130 | $266,463 | $2,667 | $2,667 |
| WAYZATA | P | $1,311 | $1,311 | $1,311 | |
| SECTION 1256 GAINS/LOSSES FROM K-1 | P | $11,650 | $11,650 | $11,650 | |
| ABRY ASF II | P | $58,753 | $58,753 | $58,753 | |
| ABRY VII | P | $1,215,086 | $1,215,086 | $1,215,086 | |
| ACTIC FUND 2 | P | $46,000 | -$46,000 | -$46,000 | |
| ACTIC IV GLOBAL | P | $42,000 | $42,000 | $42,000 | |
| ADRIAN LEE CURRENCY | P | $90,056 | -$90,056 | -$90,056 | |
| AMPERSAND 2011 | P | $863,500 | -$863,500 | -$863,500 | |
| AXIOM ASIA II | P | $867,337 | $867,337 | $867,337 | |
| BLUECREST | P | $41,812,014 | $42,850,035 | -$1,038,021 | -$1,038,021 |
| CEDAR ROCK CAPITAL | P | $109,109 | $109,109 | $109,109 | |
| CHARLESBANK VII | P | $8,234,144 | $799,784 | $7,434,360 | $7,434,360 |
| CI CAPITAL II | P | $3,255,994 | $3,255,994 | $3,255,994 | |
| GS VINTAGE IV | P | $359,915 | $359,915 | $359,915 | |
| GS VINTAGE V | P | $147,777 | $147,777 | $147,777 | |
| H/2 CORE RE DEBT | P | $1,306 | $1,306 | $1,306 | |
| H/2 CREDIT PARTNERS | P | $1,054,158 | $1,054,158 | $1,054,158 | |
| HELLMAN & FRIEDMAN VI | P | $828,615 | $828,615 | $828,615 | |
| HORSLEY BRIDGE IX | P | $2,421,013 | $2,421,013 | $2,421,013 | |
| HORSLEY BRIDGE INTL V | P | $2,234,075 | $2,234,075 | $2,234,075 | |
| HORSLEY BRIDGE XI | P | $8,038 | $8,038 | $8,038 | |
| HOSKING GLOBAL | P | $4,866,123 | $4,868,092 | -$1,969 | -$1,969 |
| INVESCO ASIA REAL ESTATE II | P | $28,007 | $28,007 | $28,007 | |
| INVESCO REAL ESTATE II | P | $1,956,204 | $1,956,204 | $1,956,204 | |
| INVESTEC COMMODITY | P | $16,501,919 | $20,000,000 | -$3,498,081 | -$3,498,081 |
| INVESTEC PAN AFRICA | P | $595,796 | -$595,796 | -$595,796 | |
| JOHNSTON INTL EQ | P | $6,747,822 | $6,891,070 | -$143,248 | -$143,248 |
| JORDAN- RESOLUTE II | P | $3,041,063 | $3,041,063 | $3,041,063 | |
| MESA WEST | P | $11,682 | $11,682 | $11,682 | |
| OAKTREE EURO FUND III | P | $522,430 | $408,941 | $113,489 | $113,489 |
| OAKTREE MEZZ | P | $12,277,490 | $12,755,154 | -$477,664 | -$477,664 |
| OCM OPPORTUNITIES VII | P | $66,980 | $66,980 | $66,980 | |
| OCM OPPORTUNITIES VIIB | P | $193,068 | -$193,068 | -$193,068 | |
| PATRON CAPITAL IV | P | $1,312,124 | $1,312,124 | $1,312,124 | |
| PRISA LP | P | $266,815 | $266,815 | $266,815 | |
| SIGULER GUFF | P | $526,132 | $526,132 | $526,132 | |
| SPLIT ROCK II | P | $642,414 | $642,414 | $642,414 | |
| STEPSTONE PIONEER | P | $1,316,533 | $1,316,533 | $1,316,533 | |
| TARPON | P | $50,568 | -$50,568 | -$50,568 | |
| TRUSTBRIDGE | P | $45,112 | $45,112 | $45,112 | |
| VIVO VENTURES VII | P | $10,154 | $10,154 | $10,154 | |
| WESTERN ASSET MACRO OPP | P | $66,672 | $65,220 | $1,452 | $1,452 |
| WAYZATA | P | $189,751 | $189,751 | $189,751 | |
| YORKTOWN | P | $26,581 | $26,581 | $26,581 | |
| LT SECTION 1256 GAINS/LOSSES FROM K-1 | P | $17,475 | $17,475 | $17,475 | |
| INVESCO CORE REAL ESTATE | P | $448,702 | $448,702 | $448,702 | |
| ALCION RE II | P | $48,904 | -$48,904 | -$48,904 | |
| ALCION III-A | P | $2,852 | $2,852 | $2,852 | |
| BLACKROCK ACWI SUPERFUND B | P | $23,415 | -$23,415 | -$23,415 | |
| BLACKROCK MSCI CANADA EQUITY INDEX FUND | P | $9,296 | -$9,296 | -$9,296 | |
| BLACKROCK RUSSELL 1000 VALUE | P | $357,663 | $357,663 | $357,663 | |
| BLACKROCK RUSSELL 2000 GROWTH | P | $48,940 | $48,940 | $48,940 | |
| BLACKROCK RUSSELL 3000 INDEX | P | $75,917 | $75,917 | $75,917 | |
| BLACKROCK US DEBT FUND B | P | $98,273 | $98,273 | $98,273 | |
| GENESIS EM | P | $68,215 | -$68,215 | -$68,215 | |
| GREENFIELD VII | P | $1,318 | $1,318 | $1,318 | |
| JPM LARGE CAP | P | $2,160,877 | -$2,160,877 | -$2,160,877 | |
| MARATHON LONDON INTL. INV TRUST | P | $7,169 | $7,169 | $7,169 | |
| MONDRIAN | P | $204,629 | -$204,629 | -$204,629 | |
| SSGA US TIPS INDEX | P | $22,018 | -$22,018 | -$22,018 | |
| ALCION RE II | P | $1,620,540 | $1,620,540 | $1,620,540 | |
| ALCION RE III-A | P | $7,903 | $7,903 | $7,903 | |
| BLACKROCK ACWI SUPERFUND B | P | $389,259 | $389,259 | $389,259 | |
| BLACKROCK MSCI CANADA EQUITY INDEX FUND | P | $93,030 | -$93,030 | -$93,030 | |
| BGI EAFE FUND | P | $20,945,715 | $20,653,851 | $291,864 | $291,864 |
| BLACKROCK RUSSELL 1000 VALUE | P | $7,301,034 | $7,301,034 | $7,301,034 | |
| BLACKROCK RUSSELL 2000 GROWTH | P | $1,456,532 | $1,456,532 | $1,456,532 | |
| BLACKROCK RUSSELL 3000 INDEX | P | $1,987,894 | $1,987,894 | $1,987,894 | |
| BLACKROCK US DEBT FUND B | P | $314,700 | -$314,700 | -$314,700 | |
| GENESIS EM | P | $34,049 | -$34,049 | -$34,049 | |
| GREENFIELD VI | P | $3,400,450 | $3,400,450 | $3,400,450 | |
| GREENFIELD VII | P | $230,448 | $230,448 | $230,448 | |
| JPM LARGE CAP | P | $4,777,899 | $4,777,899 | $4,777,899 | |
| MARATHON LONDON INTL. INV TRUST | P | $1,379,331 | $1,379,331 | $1,379,331 | |
| SSGA US TIPS INDEX | P | $42,951 | $42,951 | $42,951 | |
| MONDRIAN | P | $2,885,677 | -$2,885,677 | -$2,885,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,871,449 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,037,114 | NetShortTermCapitalGainLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qlfy Und Sect4940e Reduced Tax | QlfyUndSect4940eReducedTaxGrp |
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 |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | 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 | AK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.casey.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASEY FAMILY PROGRAMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| Robert A Watt | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | Chair | 14.0 | $183,000 | $0 | $0 |
| Joan B Poliak | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | Vice Chair | 16.0 | $160,000 | $0 | $0 |
| Sharon L McDaniel | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | Treasurer | 13.0 | $160,000 | $0 | $0 |
| America Y Bracho | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | Secretary | 15.0 | $160,000 | $0 | $0 |
| David C Mills | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | Trustee | 16.0 | $160,000 | $0 | $0 |
| Shelia Evans-Tranumn | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | Trustee | 15.0 | $160,000 | $0 | $0 |
| Norman B Rice | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | Trustee | 14.0 | $160,000 | $0 | $0 |
| William C Bell Ph D | ||||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | President and CEO | 40.0 | $981,470 | $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 | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH A BOATENG | ||||||||
| 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | CHIEF INV. OFFICER | 40.0 | $1,523,363 | $52,500 | $0 |
| DAVID B SANDERS | ||||||||
| 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP SYSTEMS IMPROVMT | 40.0 | $471,877 | $52,500 | $0 |
| CHRISTOPHER T YEBUAH | ||||||||
| 7 WTC 250 GREENWICH ST | NY | NY | 10007 | DIRECTOR - INVESTMTS | 40.0 | $408,473 | $52,500 | $0 |
| TIMOTHY R STARK | ||||||||
| 7 WTC 250 GREENWICH ST | NY | NY | 10007 | DIRECTOR - INVESTMTS | 40.0 | $496,281 | $52,500 | $0 |
| DAVID A DANIELSON | ||||||||
| 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP OF ADMIN & CFO | 40.0 | $425,269 | $52,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 374 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BNY - Mellon | ||||||||||
| One Wall Street 32 Floor | NEW YORK | NY | 10277 | Investment Custodian | $996,092 | |||||
| Arrowstreet | ||||||||||
| 200 Clarendon Street 30th Floor | BOSTON | MA | 02116 | Investment Manager | $878,234 | |||||
| Marathon - London | ||||||||||
| 801 S Canal St | CHICAGO | IL | 60607 | Investment Manager | $739,315 | |||||
| Burgundy Asset Management | ||||||||||
| Investment Manager | $593,520 | 181 BAY STREET SUITE 4510 | TORONTO | ONTARIO | CA | M5J 2T3 | ||||
| Mondrian Investment Partners | ||||||||||
| 2001 Market Street Suite 3810 | PHILADELPHIA | PA | 19103 | Investment Manager | $549,113 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 34 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WE OFFER ONGOING STRATEGIC CONSULTATION TECHNICAL ASSISTANCE AND DATA ANALYSIS AT NO COST TO CHILD WELFARE AGENCIES, POLICYMAKERS, COURTS AND TRIBES ACROSS AMERICA | Description1Txt |
| Expenses1 | $54,065,239 | Expenses1Amt |
| Description2 | WE SHARE WHAT WE LEARN BY PROVIDING DIRECT SERVICES TO 1,100 CHILDREN AND FAMILIES THROUGH COMMUNITY-BASED OFFICES AND WE WORK COLLABORATIVELY WITH CHILD WELFARE SYSTEMS AND COURTS. | Description2Txt |
| Expenses2 | $29,217,341 | Expenses2Amt |
| Description3 | WE CONDUCT RESEARCH ON CHILD WELFARE PROGRAMS, PROVIDE SCHOLARSHIPS TO FOSTER YOUTH, AND EDUCATE POLICYMAKERS ABOUT CHILD WELFARE ISSUES. | Description3Txt |
| Expenses3 | $17,567,525 | Expenses3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,069,272,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,442,449 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,194,714,668 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,194,714,668 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,920,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,161,793,948 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,089,697 | 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 | $115,132,579 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,284,808 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $116,417,387 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $116,417,387 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
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 | $19,454,913 | CurrentYearAmt |
| Year1 | $51,459,393 | Year1Amt |
| Year2 | $50,697,273 | Year2Amt |
| Year3 | $30,497,376 | Year3Amt |
| Total | $152,108,955 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $16,536,676 | CurrentYearAmt |
| Year1 | $43,740,484 | Year1Amt |
| Year2 | $43,092,682 | Year2Amt |
| Year3 | $25,922,770 | Year3Amt |
| Total | $129,292,612 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $116,417,387 | CurrentYearAmt |
| Year1 | $111,578,718 | Year1Amt |
| Year2 | $107,693,346 | Year2Amt |
| Year3 | $111,763,619 | Year3Amt |
| Total | $447,453,070 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,102,774 | CurrentYearAmt |
| Year1 | $2,394,680 | Year1Amt |
| Year2 | $2,507,476 | Year2Amt |
| Year3 | $3,528,325 | Year3Amt |
| Total | $12,533,255 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $112,314,613 | CurrentYearAmt |
| Year1 | $109,184,038 | Year1Amt |
| Year2 | $105,185,870 | Year2Amt |
| Year3 | $108,235,294 | Year3Amt |
| Total | $434,919,815 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Assets | TotalAssetsGrp |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $72,059,798 | CurrentYearAmt |
| Year1 | $73,310,311 | Year1Amt |
| Year2 | $69,515,563 | Year2Amt |
| Year3 | $65,622,011 | Year3Amt |
| Total | $280,507,683 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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 (158 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| The Aspen Institute | |||||||
| One Dupont Circle NW 700 | WASHINGTON | DC | 20036 | N/A | PC | To support the Opportunity Youth Incentive Fund | $300,000 |
| Assoc of Black Foundation Executives | |||||||
| 333 7th Ave 13th Floor | NEW YORK | NY | 10001 | N/A | PC | To help support the 2015 ABFE's annual conference that was held in April 2015. | $25,000 |
| Black Administrators in Child Welfare | |||||||
| 7625 Wisconsin Ave 300 | Bethesda | MD | 20814 | N/A | PC | To support Grantee's Black Men And Black Boys Initiative. | $50,000 |
| Child Welfare League of America Inc | |||||||
| 1726 M Street NW Suite 500 | WASHINGTON | DC | 20036 | N/A | PC | To support grantee's 2015 National Conference on April 27-29, 2015. | $25,000 |
| Childrens defense fund | |||||||
| 25 E Street NW | Washington | DC | 20001 | N/A | PC | To support grantee's youth development work | $250,000 |
| Congressional Black Caucus Foundation | |||||||
| 1720 Massachusetts Ave NW | WASHINGTON | DC | 20036 | N/A | PC | To Help Support the 45th Annual Legislative conference. | $25,000 |
| Congressional Coalition on Adoption Institute | |||||||
| 311 Massachusetts Ave NE | WASHINGTON | DC | 20002 | N/A | PC | To support the Angels in Adoption Gala on Oct. 7, 2015. | $25,000 |
| Operation Hope | |||||||
| 707 Wilshire Blvd suite 3030 | Los Angeles | CA | 90017 | N/A | PC | To support Grantee's Youth Empowerment Programs. | $125,000 |
| Operation Hope | |||||||
| 707 Wilshire Blvd suite 3030 | Los Angeles | CA | 90017 | N/A | PC | To support Grantee's Fellows, Interns and Loaned Executive Program. | $100,000 |
| Philanthropy NW | |||||||
| 2101 4th Ave Suite 650 | Seattle | WA | 98121 | N/A | PC | To support the Local Matters 2015 Alaska and Indigenous Communities event on Oct 11-14, 2015. | $47,500 |
| Philanthropy SW | |||||||
| 624 North Good-Latimer Exprwy Suit | Dallas | TX | 75204 | N/A | PC | To sponsor the 2015 Annual Conference. | $10,000 |
| United Way of King County | |||||||
| 720 Second Ave | SEATTLE | WA | 98104 | N/A | PC | To support the United Way's 2015 Annual Day of Caring. | $20,000 |
| United Way of King County | |||||||
| 720 Second Ave | SEATTLE | WA | 98104 | N/A | PC | To support the United Way's 2015 All-Star Softball Classic for Youth. | $10,000 |
| Arrowhead Parent-Teacher Association | |||||||
| 1304 S Faureh Ave 300 | Tacoma | WA | 98402 | N/A | PC | Employee Matching Gift - For General Operating Support | $80 |
| Arts Corp | |||||||
| 4408 Delridge Way SW STE 110 | Seattle | WA | 98106 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Ben Towne Pediatric Cancer Research Foundation | |||||||
| 4616 25th Ave NE 717 | Seattle | WA | 98105 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Black Administrators in Child Welfare | |||||||
| 7625 Wisconsin Ave 300 | Bethesda | MD | 20814 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Hoops Of Hope | |||||||
| P O Box 22227 | Mesa | AZ | 85227 | N/A | PC | Employee Matching Gift - For General Operating Support | $2,000 |
| KUOW Puget Sound Public Radio | |||||||
| 4518 University Way 310 | Seattle | WA | 98105 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| Planned Parenthood Of The Great Northwest | |||||||
| 2001 E Madison | Seattle | WA | 98122 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| The Detroit Institute of Arts | |||||||
| 5200 Woodward Ave | Detroit | MI | 48202 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| The Leukemia & Lymphoma Society Inc WAAK Chapte | |||||||
| 123 NW 36th St 100 | Seattle | WA | 98107 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| Treehouse | |||||||
| 2100 - 24th Ave S Suite 200 | Seattle | WA | 98144 | N/A | PC | Employee Matching Gift - For General Operating Support | $325 |
| United Way of King County | |||||||
| 720 Second Ave | Seattle | WA | 98104 | N/A | PC | Employee Matching Gift - For General Operating Support | $4,842 |
| College Success Foundations | |||||||
| 1605 NW Sammamish RD Suite 100 | Issaquah | WA | 98027 | N/A | PC | To support the Empowering Youth Luncheon on October 28, 2015. | $5,000 |
| Grantmakers for Children Youth & Families | |||||||
| 8757 Georgia Ave Suite 540 | Silver Springs | MD | 20910 | N/A | PC | To support Grantee's goal of identifying critical issue's that philanthropic institutions working with children youth and families can tackle together. | $25,000 |
| Latino Health Access | |||||||
| 450 W 4th Street Suite 130 | Santa Ana | CA | 92701 | N/A | PC | To sponsor the 22nd Anniversary Gala on Sept. 12, 2015. | $25,000 |
| National Foundation for Women Legislators Inc | |||||||
| 1727 King Street Suite 300 | Alexandria | VA | 22314 | N/A | PC | To sponsor the 2015 National Conference in Oklahoma City. | $35,000 |
| Portland State University Foundation | |||||||
| P O Box 751 | Portland | OR | 97207 | N/A | GOV | To support efforts to transfer the " Knowing Who You Are" curriculum. | $200,000 |
| Town Hall Association | |||||||
| 1119 8th Ave | Seattle | WA | 98101 | N/A | PC | To support the 11th Annual Talk of the Town Gala. | $7,500 |
| Bryant PTSA | |||||||
| 3311 NE 60th St | Seattle | WA | 98115 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Clayton Jackson McGhie Memorial Inc | |||||||
| PO Box 3631 | Duluth | MN | 55803 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Charlotte County Habitat for Humanity | |||||||
| 1750 Manzana Avenue | Punta Gorda | FL | 33950 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Mercer Island Youth and Family Services Foundation | |||||||
| 2040 - 84th Ave SE | Mercer Island | WA | 98040 | N/A | SO I | Employee Matching Gift - For General Operating Support | $100 |
| Powerful Voices | |||||||
| 1620 18th Ave Suite 100 | Seattle | WA | 98122 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| UNICEF | |||||||
| 125 Maiden Lane | New York | NY | 10038 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| Washington Early Learning Fund | |||||||
| 1111 Third Ave Ste 210 | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| American Friends of the Spafford Childrens Center | |||||||
| 2037 S Carrollton Ave | New Orleans | LA | 70118 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| Harry Chapin Food Bank of Southwest Florida | |||||||
| 3760 Fowler St | Fort Meyers | FL | 33901 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Legal Services for Children Inc | |||||||
| 1254 Market St 3rd Floor | San Francisco | CA | 94102 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| National Center for Youth Law | |||||||
| 405 14th St 15th Floor | Oakland | CA | 94612 | N/A | PC | Employee Matching Gift - For General Operating Support | $125 |
| National Association of Counsel for Children | |||||||
| 13123 E 16th Avenue B390 | Aurora | CO | 80045 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| New Beginnings | |||||||
| PO Box 75125 | Seattle | WA | 98125 | N/A | PC | Employee Matching Gift - For General Operating Support | $75 |
| Voices for the Kids of Southwest Florida Inc | |||||||
| 2075 W First Street Suite 300 | Fort Myers | FL | 33901 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| African American Mayors Association | |||||||
| 1301 Pennsylvania Ave NW Suite 550 | Washington | DC | 20004 | N/A | PC | To support AAMA's 2015 Annual Leadership Summit. | $5,000 |
| African American Mayors Association | |||||||
| 1301 Pennsylvania Ave NW Suite 550 | Washington | DC | 20004 | N/A | PC | To help support the 2015 Annual conference on May 28-29, 2015. | $10,000 |
| Alaska Childrens Trust | |||||||
| 3201 C Street Suite 110 | Anchorage | AK | 99503 | N/A | PC | To help pilot and implement a multi-sector tribal, community and state prevention plan | $250,000 |
| Alliance for Strong Family and Communities | |||||||
| 1020 19th St NW Suite 500 | Washington | DC | 20036 | N/A | PC | To support the Triad Initiative. | $150,000 |
| American Bar Association for Justice and Education | |||||||
| 321 N Clark St | Chicago | IL | 60610 | N/A | SO I | To help support the reception to honor Howard Davidson on July 23, 2015. | $5,000 |
| American Bar Association for Justice and Education | |||||||
| 321 N Clark St | Chicago | IL | 60610 | N/A | SO I | To support the 4th National Parent Attorney Conference. | $10,000 |
| American Bar Association for Justice and Education | |||||||
| 321 N Clark St | Chicago | IL | 60610 | N/A | SO I | To support the ABA Commission on Homelessness & Poverty | $10,000 |
| Alliance for Children's Rights | |||||||
| 3333 Wilshire Blvd Suite 550 | Los Angeles | CA | 90010 | N/A | PC | To help support 23rd Annual dinner. | $1,500 |
| American Public Human Services Assoc | |||||||
| 1133 19th St NW Floor 4 | Washington | DC | 20037 | N/A | PC | To help educate policymakers regarding financial barriers and flexible funding strategies in order to better align child welfare practice and federal funding. | $92,500 |
| American Public Human Services Assoc | |||||||
| 1133 19th St NW Floor 4 | Washington | DC | 20037 | N/A | PC | To support grantee's Annual Meeting of National Association of Public Child Welfare Administrators. | $7,000 |
| Black Administrators in Child Welfare | |||||||
| 7625 Wisconsin Ave 300 | Bethesda | MD | 20814 | N/A | PC | To support the Healing Institute. | $5,000 |
| Boys and Girls Clubs of America | |||||||
| 1558 N 6th Street | Milwaukee | WI | 53212 | N/A | PC | To support programs for youth at Boys and Girls clubs. | $39,000 |
| Campaign for Black Male Achievement | |||||||
| 570 Lexington Ave 5th Floor | New York | NY | 10022 | N/A | PC | To support CBMA's strategic relationships with Cities United, My Brother's Keeper Alliance and other key players in the BMA field. | $250,000 |
| Children's Advocacy Centers of Arkansas | |||||||
| P O Box 628 | Cabot | AR | 72023 | N/A | PC | To support the state's local Child Advocacy Centers. | $25,000 |
| City of Madison | |||||||
| 210 Martin Luthor King JR Blvd | Madison | WI | 53703 | N/A | GOV | To support the City of Madison in shaping and articulating a blueprint for reducing opportunity gaps in Madison. | $78,000 |
| College Success Foundations | |||||||
| 1605 NW Sammamish RD Suite 100 | Issaquah | WA | 98027 | N/A | PC | To support the Annual Governors Cup golf Tournament. | $5,000 |
| Council on Social Work Education | |||||||
| 1701 Duke Street Suite 200 | Alexandria | VA | 22314 | N/A | PC | To support the field Education Project | $150,000 |
| Deaconess Foundation | |||||||
| 211 North Broadway Suite 1260 | St Louis | MO | 63102 | N/A | SO I | To support youth and communities to make long lasting improvements in the safety and success of children, families and communities in Ferguson Missouri. | $10,000 |
| Foster Family Based Treatment Assoc | |||||||
| 294 Union Street | Hackensack | NJ | 07601 | N/A | PC | To help support the 29th Annual conference on Treatment Foster Care on Aug 2-5, 2015. | $5,000 |
| Foster Youth in Action | |||||||
| 2140 Shattuck Ave Suite 504 | Berkeley | CA | 94704 | N/A | PC | To support FYA 4th Annual Leaders for Change Conference. | $8,000 |
| FosterClub Inc | |||||||
| 753 First Ave | Seaside | OR | 97138 | N/A | PC | To support Grantee's participation in the "What works" sessions. | $30,000 |
| Fund for the City of New York RISE | |||||||
| 121 6th Ave 6th Floor | New York | NY | 10013 | N/A | PC | To support RISE's 10th Anniversary Event. | $5,000 |
| Grantmakers for Effective Organizations | |||||||
| 1725 DeSales St NW Suite 404 | Washington | DC | 20036 | N/A | PC | To support Grantee's Ability to lead changes in grant maker practice. | $6,950 |
| Harvest of Hope Family Services Network Inc | |||||||
| 727 Franklin Blvd Suite 1 | Somerset | NJ | 08873 | N/A | PC | o help to identify a consultant that will support Grantee's ongoing mission. | $25,000 |
| Indian Child Welfare Act Law Center | |||||||
| 1730 Clifton Place | Minneapolis | MN | 55403 | N/A | PC | To help purchase a case management system. | $45,000 |
| Juvenile Law Center | |||||||
| 1315 Walnut St Suite 400 | Philadelphia | PA | 19107 | N/A | PC | To support Grantee's 40th Anniversary Dinner on Oct 13, 2015. | $10,000 |
| Louisville Urban League | |||||||
| 1535 west Broadway | Louisville | KY | 40203 | N/A | PC | To sponsor the Louisville Urban League's Annual Report Luncheon. | $20,000 |
| New York State Office of Court Administration | |||||||
| 2500 Pondview Suite 104 | CastletononHudson | NY | 12033 | N/A | GOV | To support Child Welfare Court Improvement Project | $50,000 |
| New York University | |||||||
| 22 Washington Square N Room 403 | New York | NY | 10011 | N/A | PC | To support the NYU Law Family Defense Clinic's 25th Anniversary event | $20,000 |
| New York University | |||||||
| 22 Washington Square N Room 403 | New York | NY | 10011 | N/A | PC | To support Parent Legal representation Evaluation Project with NYU | $250,000 |
| NW Literacy Foundation | |||||||
| P O Box 3514 | Seattle | WA | 98124 | N/A | PC | To support literacy work in the northwest. | $1,000 |
| Operation Hope | |||||||
| 707 Wilshire Blvd Suite 3030 | Los Angeles | CA | 90017 | N/A | PC | To support the organization's Operation Hope. | $25,000 |
| Philanthropy SW | |||||||
| 624 North Good-Latimer Exprwy Suit | Dallas | TX | 75204 | N/A | PC | To support Grantee's efforts to be a connector, convener, and advocate for the field and knowledge builder in the philanthropic sector of the SW. | $50,000 |
| Port Gamble S'Klallam Tribe | |||||||
| 31912 Little Boston Road NE | Kingston | WA | 98346 | N/A | NC | To support the Tribe in achieving its mission to improve the quality of life for tribal members. | $1,000 |
| Potlatch Fund | |||||||
| 801 2nd Ave Suite 304 | Seattle | WA | 98104 | N/A | PC | To support the Potlatch Gala | $5,000 |
| Regents of the University of Michigan | |||||||
| 3003 South State Street | Ann Arbor | MI | 48109 | N/A | PC | To fund a pilot family defense training program. | $60,000 |
| Rockefeller Philanthropy Advisors | |||||||
| 6 West 48th Street 10th floor | New York | NY | 10036 | N/A | PC | To support the Executives' Alliance To Expand Opportunities For Boys and Men of Color's Places of Opportunity Program. | $50,000 |
| Sierra Health Foundation Center | |||||||
| 1321 Garden Hwy | Sacramento | CA | 95833 | N/A | PC | To support the Life Course Framework. Program Management | $50,000 |
| Southeastern Council of Foundation | |||||||
| 50 Hurt Plaza Suite 350 | Atlanta | GA | 30303 | N/A | PC | To Help Support the 46th Annual Meeting on Nov 11-13, 2015. | $10,000 |
| Southwest Human Development | |||||||
| 2850 N 24th St | Phoenix | AZ | 85008 | N/A | PC | To help develop and design a backlog reduction plan. | $250,000 |
| State of Washington DSHS | |||||||
| P O Box 1128 | Toppenish | WA | 98948 | N/A | GOV | To support assistance to the Toppenish Office of children's Administration holiday celebration. | $1,500 |
| The Communications Network | |||||||
| 1717 N Naper Blvd Suite 102 | Naperville | IL | 60563 | N/A | PC | To sponsor 2015 Conference. | $10,000 |
| Tides Center | |||||||
| P O Box 29907 | San Francisco | CA | 94129 | N/A | PC | To support the Cities United Project. | $609,232 |
| Yakama Nation | |||||||
| P O Box 151 | Toppenish | WA | 98951 | N/A | NC | To help provide security cameras at child placing agency. | $5,350 |
| ETV Endowment of South Carolina Inc | |||||||
| 101 E Kennedy St | Spartanburg | SC | 29302 | N/A | PC | To support the development of "Fathers in America", an eight episode television project. | $50,000 |
| A Contemporary Theatre Inc | |||||||
| 700 Union ST | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating support | $200 |
| Alpha Supported Living Services | |||||||
| 2611 NE 125th St Suite 145 | Seattle | WA | 98125 | N/A | PC | Employee Matching Gift - For General Operating support | $150 |
| Alzheimer's Association | |||||||
| 100 W Harrison St Suite 203 | Seattle | WA | 98119 | N/A | PC | Employee Matching Gift - For General Operating support | $120 |
| American Cancer Society | |||||||
| 7325 W Deschutes Ave Suite A | Kennewick | WA | 98336 | N/A | PC | Employee Matching Gift - For General Operating support | $350 |
| Annuniciation House Inc | |||||||
| 815 Myrtle Ave | El Paso | TX | 79901 | N/A | PC | Employee Matching Gift - For General Operating support | $500 |
| Assoc of Black Foundation Executives | |||||||
| 333 7th Ave 13th Floor | New York | NY | 10001 | N/A | PC | Employee Matching Gift - For General Operating support | $1,000 |
| Bainbridge Youth Services | |||||||
| P O Box 11173 | Bainbridge | WA | 98110 | N/A | PC | Employee Matching Gift - For General Operating support | $200 |
| Bainbridge Parks Foundation | |||||||
| P O Box 11127 | Bainbridge | WA | 98110 | N/A | PC | Employee Matching Gift - For General Operating support | $400 |
| Bethlehem Lutheran Child Development Center | |||||||
| 340 Grand Blvd | Elgin | IL | 60120 | N/A | PC | Employee Matching Gift - For General Operating support | $500 |
| Book-It Repertory Theatre | |||||||
| 305 Harrison St | Seattle | WA | 98109 | N/A | PC | Employee Matching Gift - For General Operating support | $350 |
| Bowen McCauley Dance | |||||||
| 818 N Quincy St Suite 104 | Arlington | VA | 22203 | N/A | PC | Employee Matching Gift - For General Operating support | $100 |
| Boys and Girls Clubs of King County | |||||||
| 603 Stewart St Suite 300 | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating support | $100 |
| Brandeis University - IBS Annual Fund | |||||||
| P O Box 9110 | Waltham | MA | 02454 | N/A | PC | Employee Matching Gift - For General Operating support | $250 |
| Center for Economic Research and Social Change | |||||||
| 4015 N Rockwell St | Chicago | IL | 60618 | N/A | POF | Employee Matching Gift - For General Operating Support | $1,000 |
| Children's Alliance | |||||||
| 718 6th Ave S | Seattle | WA | 98104 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Clark University | |||||||
| 950 Main St | Worcester | MA | 01610 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| College Success Foundations | |||||||
| 1605 NW Sammamish Road Suite 100 | Issaquah | WA | 98027 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Connections Independence | |||||||
| 310 E 38th St 120B | Minneapolis | MN | 55409 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Contemporary American Theatre Festival Inc | |||||||
| P O Box 429 | Shepherdstown | WV | 25443 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Cooperative for Assistance and Relief Everywhere | |||||||
| 151 Ellis St NE | Atlanta | GA | 30303 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| Crohns & Colitis Foundation of America | |||||||
| 386 Park Ave S 17th Floor | New York | NY | 10016 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Fernwood Elementary PTSA | |||||||
| 2003 65th Ave W | Tacoma | WA | 98466 | N/A | PC | Employee Matching Gift - For General Operating Support | $60 |
| Food Lifeline | |||||||
| 1702 NE 150th St | Seattle | WA | 98155 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Foster Youth in Action | |||||||
| P O Box 26690 | San Francisco | CA | 94126 | N/A | PC | Employee Matching Gift - For General Operating Support | $75 |
| Greater Baton Rouge Food Bank | |||||||
| P O Box 2996 | Baton Rouge | LA | 70821 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| Highline Schools Foundation for Excellence | |||||||
| 15675 Ambaum Blvd SW | Burien | WA | 98166 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| Lost Dog Rescue Foundation | |||||||
| P O Box 50037 | Arlington | VA | 22205 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Luna Kids Dance Inc | |||||||
| 605 Addison St | Berkley | CA | 94710 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| Mercy Corps | |||||||
| P O Box 2669 | Portland | OR | 97208 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| National Council on Educating Black Children | |||||||
| 3737 N Meridian St Suite 102 | Indianapolis | IN | 46208 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Neighborhood House Inc | |||||||
| 905 Spruce St Suite 200 | Seattle | WA | 98104 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| New Horizons Ministries | |||||||
| 2709 3rd Ave | Seattle | WA | 98121 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Northwest Harvest E M M | |||||||
| P O Box 12272 | Seattle | WA | 98102 | N/A | PC | Employee Matching Gift - For General Operating Support | $750 |
| Pasado's Safe Haven | |||||||
| P O Box 171 | Sultan | WA | 98294 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Philanthropy Northwest | |||||||
| 2201 Fourth Ave Suite 650 | Seattle | WA | 98121 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Pike Market Child Care and Preschool | |||||||
| 1501 Pike Pl Suite 222 | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| Point Foundation | |||||||
| 5055 Wilshire Blvd Suite 501 | Los Angeles | CA | 90036 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Rebuilding Together Seattle | |||||||
| 500 Aurora Ave N 305 | Seattle | WA | 98109 | N/A | PC | Employee Matching Gift - For General Operating Support | $60 |
| Sand Point Child Development Center | |||||||
| 5837 56th Ave NE | Seattle | WA | 98105 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| Seattle Country Day School | |||||||
| 2619 4th Ave N | Seattle | WA | 98109 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Seattle Humane Society | |||||||
| 13212 SE Eastgate Way | Bellevue | WA | 98005 | N/A | PC | Employee Matching Gift - For General Operating Support | $400 |
| Seattle's Progressive Preschool | |||||||
| 3201 E Republican St Suite 109 | Seattle | WA | 98102 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Shimer College | |||||||
| 3424 S State St Floor 2 | Chicago | IL | 60616 | N/A | PC | Employee Matching Gift - For General Operating Support | $750 |
| Social Justice Fund NorthWest | |||||||
| 1904 3rd Ave Suite 806 | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| St Jude Children's Research Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | N/A | PC | Employee Matching Gift - For General Operating Support | $400 |
| Tacoma Community Boat Builders Inc | |||||||
| 4540 S Adams St | Tacoma | WA | 98409 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| The Food Bank at St Mary's | |||||||
| 611 20th Ave S | Seattle | WA | 98144 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| The Mockingbird Society | |||||||
| 1100 24th Ave S | Seattle | WA | 98144 | 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 | $250 |
| Virginia Tech Foundation Inc | |||||||
| 902 Prices Fork Rd Suite 4500 | Blacksburg | VA | 24060 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Washington English Center | |||||||
| 2200 California St NW | Washington | DC | 20008 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| WCBE | |||||||
| 540 Jack Gibbs Blvd | Columbus | OH | 43215 | N/A | GOV | Employee Matching Gift - For General Operating Support | $730 |
| Wellspring Family Services | |||||||
| 1900 Rainier Ave S | Seattle | WA | 98144 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Whittier PTA | |||||||
| 1320 NW 75th St | Seattle | WA | 98117 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Yakima Area Arboretum | |||||||
| 1401 Arboretum Dr | Yakima | WA | 98901 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| Yakima Symphony Orchestra | |||||||
| 32 N 3rd St Suite 333 | Yakima | WA | 98901 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| YMCA | |||||||
| 5003 12th Ave NE | Seattle | WA | 98105 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| Youth Marine Foundation | |||||||
| 820 East D Street | Tacoma | WA | 98421 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| YWCA | |||||||
| 1118 5th Ave | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| American Cancer Society Inc | |||||||
| P O Box 22718 | Oklahoma City | OK | 73123 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Companion Animal Alliance | |||||||
| 2680 Progress Rd | Baton Rouge | LA | 70807 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| KCTS Television | |||||||
| 401 Mercer Street | Seattle | WA | 98109 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Loretto Academy | |||||||
| 1300 Hardaway | El Paso | TX | 79903 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Northwest Choirs | |||||||
| 5031 University Way NE NB2 | Seattle | WA | 98105 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| PCC Farmland Trust | |||||||
| 1917 - 1st Ave Level A Ste 100 | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| Seattle Lighthouse for the Blind Foundation | |||||||
| 2501 S Plum St | Seattle | WA | 98144 | N/A | SO I | Employee Matching Gift - For General Operating Support | $50 |
| Seattle's Union Gospel Mission | |||||||
| P O Box 202 | Seattle | WA | 98111 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| The Evergreen State College | |||||||
| 2700 Evergreen Parkway NW | Olympia | WA | 98505 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| Washington State CASA | |||||||
| P O Box 19209 | Seattle | WA | 98109 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,102,774 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alliance for Strong Families and Communities | |||||||
| 1020 19th St NW Suite 500 | Washington | DC | 20036 | N/A | PC | To support the Triad Initiative. | $50,000 |
| Alzheimer's Foundation of America Inc | |||||||
| 322 8th Ave 7th Floor | New York | NY | 10001 | N/A | PC | To support research on Alzheimer's. | $500 |
| Arrowhead Elementary PTA | |||||||
| 1304 S Faureh Ave 300 | Tacoma | WA | 98402 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Charlotte County Habitat for Humanity | |||||||
| 1750 Manzana Ave | Punta Gorda | FL | 33950 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Chicago West Community Music Center | |||||||
| 100 N Central Park Ave | Chicago | IL | 60624 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Companion Animal Alliance | |||||||
| 2680 Progress Rd | Baton Rouge | LA | 70807 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Crohns & Colitis Foundation of America | |||||||
| 386 Park Ave S 17th Floor | New York | NY | 10016 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| Dispute Resolution Center of Yakima & Kittitas | |||||||
| 303 E D St Suite 4 | Yakima | WA | 98901 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| Guardian AdLitem Foundation for Children | |||||||
| 2075 West First St Suite 300 | Fort Meyers | FL | 33901 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Houston Urban Debate League | |||||||
| 751 Silver St | Houston | TX | 77007 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| King County Sexual Assault Resource Cent | |||||||
| 200 Mill Ave S Suite 10 | Renton | WA | 98057 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| Kitsap Humane Society | |||||||
| 9167 Dickey RD NW | Silverdale | WA | 98383 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| New Beginnings | |||||||
| PO Box 75125 | Seattle | WA | 98125 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| New Horizons Ministries | |||||||
| 2706 3rd Ave | Seattle | WA | 98121 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Providence Health and Services Washington | |||||||
| 8201 10th Ave S | Seattle | WA | 98108 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Spay Baton Rouge | |||||||
| PO Box 82638 | Baton Rouge | LA | 70884 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Town Hall Association | |||||||
| 1119 8th Ave | Seattle | WA | 98101 | n/a | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Vashon Island Pet Protectors | |||||||
| P O Box 245 | Vashon | WA | 98070 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Washington English Center | |||||||
| 2200 California St NW | Washington | DC | 20008 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| Wellspring Family Services | |||||||
| 1900 Rainier Ave S | Seattle | WA | 98144 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| American Friends of the Spafford Childrens Center | |||||||
| 2037 S Carrollton Ave | New Orleans | LA | 70118 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Denver Indian Family Resource Center | |||||||
| 7596 W Jewell Ave Suite 305 | Lakewood | CO | 80232 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Everytown For Gun safety Fund | |||||||
| P O Box 4184 | New York | NY | 10163 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| Friends of Kexp | |||||||
| 113 Dexter Ave N | Seattle | WA | 98109 | N/A | PC | Employee Matching Gift - For General Operating Support | $40 |
| KPLU Radio | |||||||
| 12182 Park Ave S | Tacoma | WA | 98447 | N/A | PC | Employee Matching Gift - For General Operating Support | $120 |
| Loretto Academy | |||||||
| 1300 Hardaway | El Paso | TX | 79903 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| West Feliciana Animal Humane Society | |||||||
| P O Box 2032 | St Francisville | LA | 70775 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $59,310 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,321 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,664,427 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $83,262,803 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|---|
| MISC. INCOME | $63,762 | ||||
| INCOME FROM PRIVATE EQUITY PARTNERSHIPS | 18 | $2,378,884 | |||
| UNRELATED BUSINESS INCOME FROM INVESTMENTS | 900099 | $3,565,018 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,565,018 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $115,320,435 | ExclusionAmt |
| Related Or Exempt Function Incm | $63,762 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,949,215 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11e | LineNumberTxt |
| Relationship Statement | CASEY COLLABORATES WITH FOSTER, KINSHIP, AND ADOPTIVE PARENTS TO PROVIDE SAFE LOVING HOMES FOR YOUTH IN ITS DIRECT CARE. ALL REVENUE LISTED IN COLUMN E HAS BEEN USED TO CARRY OUT THE EXEMPT PURPOSE OF THIS EXEMPT OPERATING FOUNDATION. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Alameda County Social Services | ||||||
| 1 | 24100 Amador Street | Hayward | CA | 94544 | $130,595 | Yes (X) |
| Idaho State Controller | ||||||
| 2 | PO Box 83720 | Boise | ID | 83720 | $153,790 | Yes (X) |
| San Diego Health and Human Services | ||||||
| 3 | 1700 Pacific Highway | San Diego | CA | 92101 | $156,438 | Yes (X) |
| State of Arizona - Childs | ||||||
| 4 | PO Box 6123 | Phoenix | AZ | 85005 | $186,986 | Yes (X) |
| WA Dept Social Health Services | ||||||
| 5 | PO Box 45845 | Olympia | WA | 98504 | $147,282 | 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 | $166,680 | $25,002 | $25,002 | $141,678 |
| JACOBSON JARVIS & CO. PLLC | $6,790 | $6,790 | ||
| JESSE THOMAS GRAYSTON, CPA | $32,117 | $12,847 | $12,847 | $19,270 |
| VOLDAL WARTELLE & CO. P.S. | $32,655 | $32,655 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LAND | 2000-01-01 | $4,280,093 | L | |||
| BUILDING | 2000-01-01 | $22,660,964 | SL | $7,758,294 | 27 | $842,700 |
| FURNITURE AND FIXT | 2000-01-01 | $8,997,681 | SL | $6,353,657 | 7 | $689,994 |
| AUTOMOBILES | 2000-01-01 | $542,707 | SL | $333,800 | 7 | $55,802 |
| LEASEHOLD IMPLOVEM | 2000-01-01 | $12,131,479 | SL | $4,571,596 | 15 | $1,219,188 |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Employee | CHRISTOPHER T YEBUAH | EmployeeNm |
| Explanation | Director - Invest | ExplanationTxt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Center for Economic Research and Social | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4015 N Rockwell Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2016-12-01 | GrantDt |
| Grant | $1,000 | GrantAmt |
| Purpose Of Grant | Employee Matching Grant | PurposeOfGrantTxt |
| Expended By Grantee | $1,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 12/31/2015 | DatesOfReportsByGranteeTxt |
| Verification | 2015-12-31 | VerificationDt |
| Results Of Verification | To the knowledge of the Foundation, no part of this grant has been used for other than its intended purpose. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation for line 9 income modifications | IdentifierTxt |
| Form And Line Reference | Explanation for line 9 income modifications | FormAndLineReferenceDesc |
| Medium Explanation | Reimbursements of expenses were received in the amount of $80,682. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $257,995,467 | $262,758,974 |
| SEE ATTACHMENTS FOR DETAIL |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON AND PREFFERED STOCK | $1,041,114,744 | $1,242,633,220 |
| SEE ATTACHMENTS FOR DETAIL |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $60,909,729 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $61,303,389 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS | AT COST | $358,229,292 | $447,504,048 |
| SEE ATTACHMENTS FOR DETAIL |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|
| LAND | $4,280,093 | $4,280,093 | |
| BUILDING | $22,660,964 | $14,059,970 | $8,600,994 |
| FURNITURE AND FIXT | $8,997,681 | $1,954,030 | $7,043,651 |
| AUTOMOBILES | $542,707 | $153,105 | $389,602 |
| LEASEHOLD IMPLOVEM | $12,131,479 | $6,340,695 | $5,790,784 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| AKIN GUMP STRAUSS HAUER & FELD | $46,924 | $46,924 | ||
| KATTEN MUCHIN ROSENMAN | $196,194 | $196,194 | $196,194 | |
| LITTLER MENDELSON FASTIFF | $22,943 | $22,943 | ||
| STOEL RIVES LLP | $168,372 | $93,952 | $74,420 | $74,420 |
| VARIOUS ATTORNEYS AND COSTS | $8,076 | $8,076 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 457F DEFERRED COMP PLAN | $1,276,370 | $1,659,556 | $1,659,556 |
| CONSTRUCTION IN PROGRESS | $51,371 | $129,579 | $129,579 |
| DEPOSITS | $60,643 | $57,369 | $57,369 |
| MISC. RECEIVABLE | $215,760 | $240,809 | $240,809 |
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 |
|---|---|---|---|---|
| YOUTH AND FAMILY SUPPORT SERVI | $35,466,510 | $35,466,510 | ||
| ADVERTISING AND PROMOTION | $7,792 | $7,792 | ||
| AUTOMOBILE EXPENSE | $84,694 | $84,694 | ||
| BANK FEES | $55,474 | $55,474 | ||
| BOT DEFERRED GAINS | $21,596 | $21,596 | ||
| COMMUNICATIONS | $593,921 | $593,921 | ||
| DATA PROCESSING | $7,686 | $7,686 | ||
| DUES AND MEMBERSHIPS | $360,967 | $360,967 | ||
| EQUIPMENT RENTAL/LEASE | $407,630 | $407,630 | ||
| LIABILITY INSURANCE | $741,788 | $741,788 | ||
| MISCELLANEOUS | $1,189 | $1,189 | ||
| MOVING EXPENSE | $13,275 | $13,275 | ||
| OFFICE SUPPLIES | $384,076 | $384,076 | ||
| POSTAGE | $169,191 | $169,191 | ||
| RECRUITMENT EXPENSES | $287,240 | $287,240 | ||
| REPAIRS & MAINTENANCE | $575,304 | $575,304 | ||
| SOFTWARE & FIXED ASSETS <$1000 | $1,472,392 | $1,472,392 | ||
| STAFF TRAINING AND DEVELOPMENT | $774,224 | $774,224 | ||
| TEMPORARY HELP | $397,845 | $397,845 | ||
| EXP. ALLOCATION TO INV. INCOME | -$1,111,696 | $1,111,696 | $1,111,696 | |
| ACCRUAL TO CASH ADJUSTMENT | $1,179,367 | |||
| LESS 50% MEALS DISALLOWED | -$1,226,022 | |||
| INV. EXPENSES FROM K-1 | $8,377,111 | $8,377,111 | ||
| INV PARTNERSHP MANAGEMENT FEES | $4,909,921 | $4,909,921 | $4,909,921 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISC. INCOME | $63,762 | $36,400 | $38,747 |
| INCOME FROM PRIVATE EQUITY PARTNERSHIPS | $5,943,902 | $4,016,463 | $4,016,463 |
| OTHER INCOME FROM K-1s | $1,279,149 | $1,279,149 | |
| LESS UBTI ADJUSTMENT | -$3,565,018 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| BOT DEFERRED INCOME & INTEREST | $914,756 | $810,368 |
| DEFERRED RENT | $2,703,052 | $2,508,920 |
| DEFFERED LEASE INCENTIVE | $4,547,830 | $3,756,903 |
| INSURANCE CLAIM RESERVE | $619,000 | $603,091 |
| UNCLAIMED PROPERTY | $709 | $25 |
| TDA LOANS | $5,354 | $6,078 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (41 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADRIAN LEE | $156,353 | $156,353 | $156,353 | |
| ALTRINSIC | $387,404 | $387,404 | $387,404 | |
| AON HEWITT | $275,000 | $275,000 | $275,000 | |
| ARROWSTREET | $878,234 | $878,234 | $878,234 | |
| BAILLIE GIFFORD | $545,074 | $545,074 | $545,074 | |
| BLACKROCK | $99,790 | $99,790 | $99,790 | |
| BNY MELLON | $996,092 | $996,092 | $996,092 | |
| BURGUNDY INTL EQ | $593,520 | $593,520 | $593,520 | |
| DODGE & COX | $168,133 | $168,133 | $168,133 | |
| GENESIS | $329,417 | $329,417 | $329,417 | |
| GLENROCK CAPITAL ADVISERS, LLC | $350,000 | $350,000 | $350,000 | |
| GOLDMAN SACHS | $517,368 | $517,368 | $517,368 | |
| HOSKING GLOBAL | $407,722 | $407,722 | $407,722 | |
| INVESTEC | $98,715 | $98,715 | $98,715 | |
| JACKSON SQUARE (DELAWARE) | $317,416 | $317,416 | $317,416 | |
| JOHNSTON INTL EQ | $199,379 | $199,379 | $199,379 | |
| MARATHON | $739,315 | $739,315 | $739,315 | |
| MONDRIAN | $549,113 | $549,113 | $549,113 | |
| ORG PORTFOLIO MANAGEMENT, LLC | $166,086 | $166,086 | $166,086 | |
| OTHERS | $1,094,290 | $193,313 | $193,313 | $900,977 |
| PX GLOBAL ADVISORS | $127,015 | $127,015 | $127,015 | |
| STEINBERG US | $418,696 | $418,696 | $418,696 | |
| WA MACRO OPP PORTFOLIO | $335,802 | $335,802 | $335,802 | |
| ARTHUR J GALLAGHER & CO. OF WA | $95,000 | $95,000 | ||
| CHERWELL SOFTWARE | $83,609 | $83,609 | ||
| DIMENSIONAL COMMUNICATIONS | $93,139 | $93,139 | ||
| EXPONET PARTNERS | $134,990 | $134,990 | ||
| FRESH CONSULTING, LLC | $52,726 | $52,726 | ||
| G.A. JONES & ASSOCIATES, INC. | $49,244 | $49,244 | ||
| KALI RACHEL SCOLNICK | $117,496 | $117,496 | ||
| KIBBLE & PRENTICE | $70,000 | $70,000 | ||
| MURPHY & ASSOCIATES, INC. | $173,680 | $173,680 | ||
| NATIONAL COUNCIL ON CRIME & D | $204,924 | $204,924 | ||
| NTT COM SECURITY US | $63,614 | $63,614 | ||
| RED JET FILMS, LLC | $142,145 | $142,145 | ||
| REDMOND TECHNOLOGY PARTNERS | $405,028 | $405,028 | ||
| SAGE INFORMATION TECHNOLOGY | $97,690 | $97,690 | ||
| THE CHILD TRAUMA ACADEMY | $124,375 | $124,375 | ||
| TRANSAMERICA RETIREMENT SOLUT | $57,307 | $57,307 | ||
| UNIVERSITY PHYSICIANS | $57,621 | $57,621 | ||
| LESS 50% MEALS DISALLOWED | -$42,410 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| LICENSING | $4,908 | $4,908 | ||
| PROPERTY TAXES | $16,219 | $16,219 | ||
| EXCISE AND B & O TAXES | $3,310 | $3,310 | ||
| SALES AND USE TAXES | $3,457 | $3,457 | ||
| UNRELATED BUSINESS INCOME TAX | $7,965 | |||
| FOREIGN TAXES FROM K-1'S | $676,665 | $676,665 |