CASEY FAMILY PROGRAMS: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CASEY FAMILY PROGRAMS (EIN 91-0793881)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201513209349101481
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- 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 | 2015-11-16T11:35:52-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 MONUMNET 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 | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910793881 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Casey Family Programs efile | 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 | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | jennifer d rhoderick cpa | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2015-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,244,074,790 | 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 | $942,835 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,217 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,217 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8,217 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $34,215,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,247,653 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,247,653 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,005,633 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,093,664,357 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,692,806 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $18,188,609 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $11,100 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $8,648,792 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,035,711 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,025,252 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $130,821,070 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,984,387 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $73,480,831 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,173,876 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $169,650 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $169,650 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,004,226 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $44,616,513 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,640,698 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $3,640,698 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $40,098,687 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,433,757 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $518,410 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $518,410 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,709,496 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $322,449 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $205,538 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $205,538 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $116,911 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $244,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,470 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $40,470 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $203,810 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,109,366 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,332,978 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $7,332,978 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,753,379 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,783 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $486,578 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $486,578 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $57,279 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,631,850 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $4,436,826 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $390,784 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $390,784 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,194,063 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,176,790 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $34,168 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $34,168 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,664,125 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $355,791 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $355,791 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,210,148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,202,164 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $9,202,164 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,142,568 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $125,785,429 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,021,438 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $22,021,438 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $106,300,335 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,422,844 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,394,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,208,273 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,021,438 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $22,021,438 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,695,015 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,612,797 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,962,949 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $51,459,393 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,417,427 | CashBOYAmt |
| Cash EOY | $5,234,887 | CashEOYAmt |
| Cash EOYFMV | $5,234,887 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $112,722,962 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,896,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,270,360 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,008,137 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,003,681 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,003,681 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $109,963,351 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $44,337,631 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $45,716,888 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $935,909,080 | CorporateStockBOYAmt |
| Corporate Stock EOY | $943,826,180 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,234,854,395 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $227,553,484 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $287,701,215 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $301,628,237 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $448,279,069 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $454,721,179 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $517,807,690 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $47,913,275 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,637,580 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $28,387,540 | LandBOYAmt |
| Land EOY | $28,275,695 | LandEOYAmt |
| Land EOYFMV | $25,954,508 | LandEOYFMVAmt |
| Other Assets BOY | $4,193,231 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,604,144 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,604,144 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,874,434,281 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,876,601,173 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,244,074,790 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $17,540,568 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $17,913,443 | AccountsPayableEOYAmt |
| Grants Payable BOY | $27,045 | GrantsPayableBOYAmt |
| Grants Payable EOY | $55,213 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $9,637,649 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,790,701 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $27,205,262 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,759,357 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,847,229,019 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,849,841,816 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,847,229,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,849,841,816 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,874,434,281 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,876,601,173 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,847,229,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,612,797 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,849,841,816 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,849,841,816 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-ST | P | $1,395,137,568 | $1,377,006,061 | $18,131,507 | $18,131,507 |
| PUBLICLY TRADED SECURITIES-LT | P | $349,400,736 | $253,734,273 | $95,666,463 | $95,666,463 |
| ABRY ASF II | P | $6,122 | $6,122 | $6,122 | |
| AXIOM ASIA II | P | $1,208 | $1,208 | $1,208 | |
| CHARLESBANK VII | P | $4,498 | -$4,498 | -$4,498 | |
| HELLMAN & FRIEDMAN VI | P | $11,030 | $11,030 | $11,030 | |
| HORSLEY BRIDGE IX | P | $320,454 | $320,454 | $320,454 | |
| HORSLEY BRIDGE INTL V | P | $4,294 | $4,294 | $4,294 | |
| HOSKING GLOBAL | P | $84,420,686 | $84,982,383 | -$561,697 | -$561,697 |
| INVESTEC PAN AFRICA | P | $36,086 | -$36,086 | -$36,086 | |
| JOHNSTON INTL EQ | P | $34,974,259 | $34,839,486 | $134,773 | $134,773 |
| JORDAN- RESOLUTE II | P | $1,120 | $1,120 | $1,120 | |
| OCM OPPORTUNITIES VII | P | $55 | -$55 | -$55 | |
| SIGULER GUFF | P | $18,682 | $18,682 | $18,682 | |
| SPLIT ROCK II | P | $391 | -$391 | -$391 | |
| STEPSTONE PIONEER (PARISH) | P | $41,340 | -$41,340 | -$41,340 | |
| VIVO VENTURES. | P | $44,550 | $44,550 | $44,550 | |
| WAYZATA | P | $4,290 | $4,290 | $4,290 | |
| SECTION 1256 GAINS/LOSSES FROM K-1 | P | $154,646 | $154,646 | $154,646 | |
| ABRY ASF II | P | $294 | -$294 | -$294 | |
| ABRY VII | P | $253,600 | $253,600 | $253,600 | |
| ACTIC FUND 2 | P | $12,000 | $283,000 | -$271,000 | -$271,000 |
| ACTIC IV GLOBAL | P | $45,000 | $150,000 | -$105,000 | -$105,000 |
| AIG EURO II RE | P | $7,965,038 | -$7,965,038 | -$7,965,038 | |
| AMPERSAND 2011, LP | P | $564,370 | $564,370 | $564,370 | |
| AXIOM ASIA II | P | $406,621 | $406,621 | $406,621 | |
| CHARLESBANK VII | P | $748,591 | $748,591 | $748,591 | |
| GS VINTAGE IV | P | $238,828 | -$238,828 | -$238,828 | |
| GS VINTAGE V | P | $258,520 | -$258,520 | -$258,520 | |
| HELLMAN & FRIEDMAN VI | P | $2,956,462 | $2,956,462 | $2,956,462 | |
| HORSLEY BRIDGE IX | P | $2,708,419 | $2,708,419 | $2,708,419 | |
| HORSLEY BRIDGE INTL V | P | $641,773 | $641,773 | $641,773 | |
| HOSKING GLOBAL | P | $113,845 | -$113,845 | -$113,845 | |
| INVESCO ASIA REAL ESTATE I | P | $361,501 | -$361,501 | -$361,501 | |
| INVESCO ASIA REAL ESTATE II | P | $141,989 | $71,364 | $70,625 | $70,625 |
| INVESCO CORE REAL ESTATE | P | $114,654 | $114,654 | $114,654 | |
| INVESCO REAL ESTATE II | P | $391,658 | $391,658 | $391,658 | |
| INVESTEC PAN AFRICA | P | $1,013,051 | -$1,013,051 | -$1,013,051 | |
| JMI EQUITY FUND VI | P | $1,069,137 | $1,069,137 | $1,069,137 | |
| JOHNSTON INTL EQ | P | $148,558 | -$148,558 | -$148,558 | |
| JORDAN- RESOLUTE II | P | $2,153,206 | $2,153,206 | $2,153,206 | |
| LEGACY PARTNERS | P | $649,657 | $649,657 | $649,657 | |
| OAKTREE EURO FUND III | P | $311,784 | $416,374 | -$104,590 | -$104,590 |
| OAKTREE MEZZ | P | $6,276,235 | $7,032,268 | -$756,033 | -$756,033 |
| OCM OPPORTUNITIES VII | P | $197,694 | $197,694 | $197,694 | |
| OCM OPPORTUNITIES VIIB | P | $126,652 | $35 | $126,617 | $126,617 |
| ONSET II | P | $1,903 | $12 | $1,891 | $1,891 |
| PATRON CAPITAL IV | P | $200,711 | $186,866 | $13,845 | $13,845 |
| PRISA LP | P | $13,937 | $13,937 | $13,937 | |
| PYRAMIS | P | $292,668 | $292,668 | $292,668 | |
| SIGULER GUFF | P | $355,346 | $355,346 | $355,346 | |
| SPLIT ROCK II | P | $409,761 | $409,761 | $409,761 | |
| STEPSTONE PIONEER (PARISH) | P | $1,197,124 | $1,197,124 | $1,197,124 | |
| TCV VII | P | $654,480 | $654,480 | $654,480 | |
| TRUSTBRIDGE | P | $2,685 | $2,685 | $2,685 | |
| VIVO VENTURES | P | $230,641 | $230,641 | $230,641 | |
| WAYZATA | P | $2,715,263 | $2,715,263 | $2,715,263 | |
| YORKTOWN | P | $1,298 | $1,298 | $1,298 | |
| SECTION 1256 GAINS/LOSSES FROM K-1 | P | $231,969 | $231,969 | $231,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,692,806 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,188,609 | 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 | false | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|
| Robert A Watt | |||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | Chair | 15.0 | $181,000 | $0 |
| Joan B Poliak | |||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | Vice Chair | 17.0 | $158,333 | $0 |
| Sharon L McDaniel | |||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | Treasurer | 17.0 | $158,333 | $0 |
| America Y Bracho | |||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | Secretary | 15.0 | $158,333 | $0 |
| David C Mills | |||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | Trustee | 15.0 | $158,333 | $0 |
| Shelia Evans-Tranumn | |||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | Trustee | 19.0 | $158,334 | $0 |
| Norman B Rice | |||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | Trustee | 13.0 | $158,334 | $0 |
| William C Bell Ph D | |||||||
| 2001 EIGHTH AVE SUITE 2700 | Seattle | WA | 981212641 | President and CEO | 40.0 | $1,042,876 | $51,000 |
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 |
|---|---|---|---|---|---|---|---|
| JOSEPH A BOATENG | |||||||
| 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | CHIEF INV. OFFICER | 40.0 | $1,271,402 | $51,000 |
| DAVID B SANDERS | |||||||
| 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP SYSTEMS IMPROVMT | 40.0 | $455,371 | $51,000 |
| CHRISTOPHER T YEBUAH | |||||||
| 7 WTC 250 GREENWICH ST | NEW YORK | NY | 10007 | MANAGING DIR. INVEST | 40.0 | $451,145 | $51,000 |
| TIMOTHY R STARK | |||||||
| 7 WTC 250 GREENWICH ST | NEW YORK | NY | 10007 | DIR. - INVESTMENTS | 40.0 | $432,024 | $51,000 |
| DAVID A DANIELSON | |||||||
| 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP OF ADMIN AND CFO | 40.0 | $402,261 | $51,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 367 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BNY - Mellon | |||||
| One Wall Street 32 Floor | NEW YORK | NY | 10277 | Investment Custodian | $1,039,694 |
| Arrowstreet | |||||
| 200 Clarendon Street 30th Floor | BOSTON | MA | 02116 | Investment Manager | $895,578 |
| Steinberg US | |||||
| 12 E 49th St 1202 | NEW YORK | NY | 10017 | Investment Manager | $579,176 |
| Baillie Gifford | |||||
| 757 Third Avenue 17th Floor | NEW YORK | NY | 10017 | Investment Manager | $552,381 |
| Altrinsic | |||||
| 8 Sound Shore Drive 3rd Floor | GREENWICH | CT | 06830 | Investment Manager | $541,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 26 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WE OFFER ONGOING STRATEGIC CONSULTATION, TECHNICAL ASSISTANC AND DATA ANALYSIS AT NO COST TO CHILD WELFARE AGENCIES, POLICYMAKERS, COURTS AND TRIBES ACROSS AMERICA | Description1Txt |
| Expenses1 | $52,120,778 | 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 | $28,398,263 | Expenses2Amt |
| Description3 | WE CONDUCT RESEARCH ON CHILD WELFARE PROGRAMS, PROVIDE SCHOLARSHIPS TO FOSTER YOUTH, AND EDUCATE POLICYMAKERS ABOUT CHILD WELFARE ISSUES. | Description3Txt |
| Expenses3 | $15,110,722 | 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 | $2,108,177,008 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,624,341 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,232,801,349 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,232,801,349 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,492,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,199,309,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,965,466 | 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 | $108,695,015 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,883,703 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $111,578,718 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $111,578,718 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $111,578,718 | QualifyingDistributionsAmt |
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 | $51,459,393 | CurrentYearAmt |
| Year1 | $50,697,273 | Year1Amt |
| Year2 | $30,497,376 | Year2Amt |
| Year3 | $25,782,658 | Year3Amt |
| Total | $158,436,700 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $43,740,484 | CurrentYearAmt |
| Year1 | $43,092,682 | Year1Amt |
| Year2 | $25,922,770 | Year2Amt |
| Year3 | $21,915,259 | Year3Amt |
| Total | $134,671,195 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $111,578,718 | CurrentYearAmt |
| Year1 | $107,693,346 | Year1Amt |
| Year2 | $111,763,619 | Year2Amt |
| Year3 | $105,339,266 | Year3Amt |
| Total | $436,374,949 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,394,680 | CurrentYearAmt |
| Year1 | $2,507,476 | Year1Amt |
| Year2 | $3,528,325 | Year2Amt |
| Year3 | $1,836,328 | Year3Amt |
| Total | $10,266,809 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $109,184,038 | CurrentYearAmt |
| Year1 | $105,185,870 | Year1Amt |
| Year2 | $108,235,294 | Year2Amt |
| Year3 | $103,502,938 | Year3Amt |
| Total | $426,108,140 | 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 | $73,310,311 | CurrentYearAmt |
| Year1 | $69,515,563 | Year1Amt |
| Year2 | $65,622,011 | Year2Amt |
| Year3 | $66,917,995 | Year3Amt |
| Total | $275,365,880 | 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 (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Civil Liberties Union of Wa Foundation | |||||||
| 901 Fifth Ave Suite 630 | SEATTLE | WA | 98164 | N/A | PC | To help support ACLU's annual Bill of Rights Celebration Dinner in Seattle | $5,000 |
| 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 2014 Women in Philanthropy conference in Palm Coast FL on Oct. 30-Nov. 1, 2014. | $15,000 |
| Black Administrators in Child Welfare | |||||||
| 7625 Wisconsin Ave 300 | Bethesda | MD | 20814 | N/A | PC | To support Grantee's organizational capacity building by providing the Racial Equity Strategy Areas 10 part framework | $50,000 |
| Chapin Hall Center for Children | |||||||
| 1313 East 60th St | CHICAGO | IL | 60637 | N/A | PC | To support Grantee's national initiative on youth homelessness | $500,000 |
| Child Welfare League of America Inc | |||||||
| 1726 M Street NW Suite 500 | WASHINGTON | DC | 20036 | N/A | PC | To support grantee's 2014 Event in Bethesda MD on May 17, 2014. | $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 44rd Annual Legislative conference. | $25,000 |
| Congressional Coalition on Adoption Institute | |||||||
| 311 Massachusetts Ave NE | WASHINGTON | DC | 20002 | N/A | PC | To support the Grantee's work in raising awareness about the needs of children world wide for permanent safe loving homes. | $30,000 |
| Operation Hope | |||||||
| 191 Peachtree Street NE | Atlanta | GA | 30303 | N/A | PC | To support Grantee's Youth Empowerment Programs. | $25,000 |
| Operation Hope | |||||||
| 191 Peachtree Street NE | Atlanta | GA | 30303 | N/A | PC | To support the organization's HOPE global forum 2015 | $20,000 |
| Philanthropy NW | |||||||
| 2100 4th Ave Suite 650 | Seattle | WA | 98121 | N/A | PC | To support grantee's 2014 Annual conference in Sunriver Resort OR on April 30- May 2, 2014 | $10,000 |
| Philanthropy NW | |||||||
| 2100 4th Ave Suite 650 | SEATTLE | WA | 98121 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| United Way | |||||||
| 720 Second Ave | SEATTLE | WA | 98104 | N/A | PC | To support the United Way's 2014 Annual Day of Caring to take place on September 19, 2014. | $10,000 |
| United Way | |||||||
| 720 Second Ave | SEATTLE | WA | 98104 | N/A | PC | To support the United Way's 2014 annual Breakfast | $20,000 |
| Sicangu Child & Family Services | |||||||
| P O Box 1047 East Highway 18/SGU Ca | Mission | SD | 57555 | N/A | NC | To help Grantee create a system of care for Lakota children and families that is both driven by the needs of the community and accountable to the Tribal community of the rosebud Reservation. | $15,403 |
| Three Affiliated Tribes | |||||||
| 404 Frontage Rd | New Town | ND | 58763 | N/A | NC | To help grantee with Tribal issues relating to foster care issues. | $5,693 |
| Arizona Children's Association | |||||||
| 1625 N 39th Ave | Phoenix | AZ | 85009 | N/A | PC | Donation of Property | $6,413 |
| Arrowhead Parent-Teacher Association | |||||||
| 1304 S Faureh Ave 300 | Tacoma | WA | 98402 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| 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 | $220 |
| Movember Foundation | |||||||
| P O Box 1595 | Culver City | CA | 90232 | N/A | PC | Employee Matching Gift - For General Operating Support | $325 |
| Planned Parenthood Of The Great Northwest | |||||||
| 2001 E Madison | Seattle | WA | 98122 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| The Detroit Institute of Arts | |||||||
| 5200 Woodward Ave | Detroit | MI | 48202 | N/A | PC | Employee Matching Gift - For General Operating Support | $800 |
| 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 | $350 |
| Transitional Resources | |||||||
| 2970 SW Avalon Way | Seattle | WA | 98126 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| Treehouse | |||||||
| 2100 - 24th Ave S Suite 200 | Seattle | WA | 98144 | N/A | PC | Employee Matching Gift - For General Operating Support | $875 |
| United Way | |||||||
| 720 Second Ave | Seattle | WA | 98104 | N/A | PC | Employee Matching Gift - For General Operating Support | $4,365 |
| World Vision Inc | |||||||
| P O Box 9716 | Federal Way | WA | 98063 | N/A | PC | Employee Matching Gift - For General Operating Support | $400 |
| Dispute Resolution Center of Yakima | |||||||
| 303 East D St Ste 4 | Yakima | WA | 98901 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| Roses and Rosemary Inc | |||||||
| 1916 Pike Place Suite 12 477 | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $750 |
| Southern Poverty Law Center | |||||||
| 400 Washington Ave | Montgomery | AL | 36104 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| Spay Baton Rouge | |||||||
| PO Box 82638 | Baton Rouge | LA | 70884 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| Urban League of Metropolitan Seattle | |||||||
| 105 14th Ave | Seattle | WA | 98122 | N/A | PC | Employee Matching Gift - For General Operating Support | $350 |
| Children's Bureau of Southern California | |||||||
| 1910 Magnolia Place | Los Angeles | CA | 90007 | N/A | PC | To complete a report and executive summary of the Magnolia Place community survey to document and measure community needs. | $25,000 |
| Clergy Community for Children and Youth Coalition | |||||||
| 1404 Yesler Way | SEATTLE | WA | 98122 | N/A | PC | To support Grantee's mission and initiatives to provide mentoring services to vulnerable youth. | $10,000 |
| Coalition for Hispanic Family Services | |||||||
| 315 Wychoff Ave 4th Floor | Brooklyn | NY | 11237 | N/A | PC | To sponsor a conference as part of the 25th Anniversary celebration | $100,000 |
| College Success Foundations | |||||||
| 1605 NW Sammamish RD Suite 100 | Issaquah | WA | 98027 | N/A | PC | To support the Governors Cup golf Tournament on Sept. 15, 2014. | $7,500 |
| Council on Foundations | |||||||
| 2121 Crystal Drive Ste 700 | Arlington | VA | 22202 | N/A | PC | To sponsor the 2014 Annual Conference in Washington DC on June 8-19, 2014. | $25,000 |
| Grantmakers for Children Youth & Families | |||||||
| 8757 Georgia Ave Suite 540 | Silver Springs | MD | 20910 | N/A | PC | To support the connection of local regional and national philanthropies to focus on the issues facing vulnerable children and families | $30,000 |
| Grantmakers for Children Youth & Families | |||||||
| 8757 Georgia Ave Suite 540 | Silver Springs | MD | 20910 | N/A | PC | To support the annual conference in Detroit on October 15-17, 2014 | $25,000 |
| Greater Trinity Academy | |||||||
| 11229 4th Ave W | Everett | WA | 98204 | N/A | PC | To help strengthen Grantee's academic programs and specifically educational programs designed to serve disadvantaged children. | $10,000 |
| Latino Health Access | |||||||
| 450 W 4th Street Suite 130 | Santa Ana | CA | 92701 | N/A | PC | To sponsor the 21st Anniversary Gala in Laguna Beach on Oct 11, 2014. | $25,000 |
| Lutheran Social Services | |||||||
| 705 E 41th St 200 | Sioux Falls | SD | 57105 | N/A | PC | To support Grantee's work with a grant for working capital. | $20,634 |
| NASW Foundation Inc | |||||||
| 522 North 85th Street Suite B100 | Seattle | WA | 98103 | N/A | SO I | To support Grantee's mission on enhancing the profession of social work. | $5,000 |
| National Foundation for Women Legislators Inc | |||||||
| 1727 King Street Suite 300 | Alexandria | VA | 22314 | N/A | PC | To sponsor the 2014 Annual Conference in Philadelphia, Penn on Nov. 19 - 22, 2014. | $35,000 |
| Native Americans in Philanthropy | |||||||
| 2821 21st Ave S suite 132D | Minneapolis | MN | 55407 | N/A | PC | To support the Joint Affinity Groups 2014 Advancing Equity Together Campaign and Unity summit. | $15,000 |
| Portland State University Foundation | |||||||
| P O Box 751 | Portland | OR | 97207 | N/A | GOV | To support the Center for Improvement of Child and Family Services. | $80,000 |
| Professional Assoc of Treatment Homes | |||||||
| 1112 Nodak Drive Suite 105 | Fargo | ND | 58103 | N/A | PC | To support Grantee's work with a grant for working capital. | $9,567 |
| Silicon Valley Community Foundation | |||||||
| 2440 W El Camino Real Ste 300 | Mountain View | CA | 94040 | N/A | PC | To support Cities United via the CMBA Fiscal Scholarship Fund | $200,000 |
| Silicon Valley Community Foundation | |||||||
| 2440 W El Camino Real Ste 300 | Mountain View | CA | 94040 | N/A | PC | To support the Campaign for Black Male Achievement | $250,000 |
| Sunbeam Family Services Inc | |||||||
| P O Box 61237 | Oklahoma City | OK | 73146 | N/A | PC | to support Grantee's work with a grant for working capital. | $14,425 |
| Texas Criminal Justice Coalition | |||||||
| 1714 Fortview Road Suite 104 | Austin | TX | 78704 | N/A | PC | To help Grantee to examine the connection between child welfare and the justice system in support of Casey's Community of Hope and Cities United initiatives. | $100,000 |
| Town Hall Association | |||||||
| 1119 8th Ave | Seattle | WA | 98101 | N/A | PC | To support the 10th Annual Talk of the Town Gala on March 6, 2014 | $5,000 |
| Voice for Adoption | |||||||
| 1220 L St NW | Washington | DC | 20005 | N/A | PC | To support Grantee's Portrait Project | $5,000 |
| Volunteers Of America | |||||||
| 3765 Government S | Baton Rouge | LA | 70806 | N/A | PC | to support Grantee's work with a grant for working capital. | $17,082 |
| Youth Employment Institute | |||||||
| 1704 NE 26th | Portland | OR | 97212 | N/A | PC | to support Grantee's work with a grant for working capital. | $19,031 |
| Youth Homes | |||||||
| 515 S Reserve St | Missoula | MT | 59801 | N/A | PC | to support Grantee's work with a grant for working capital. | $19,309 |
| A Plus A Plus Corporation | |||||||
| 218 Main Street PMB 163 | Kirkland | WA | 98033 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Bainbridge Schools Foundation | |||||||
| 8489 Madison Ave | Bainbridge Island | WA | 98110 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Black Family Development | |||||||
| 2995 E Grand Blvd | Detroit | MI | 48202 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| Bryant PTSA | |||||||
| 3311 NE 60th St | Seattle | WA | 98115 | N/A | PC | Employee Matching Gift - For General Operating Support | $275 |
| Chicago West Community Music Center | |||||||
| 100 N Central Park Ave | Chicago | IL | 60624 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Childhaven | |||||||
| 316 Broadway | Seattle | WA | 98112 | N/A | PC | Employee Matching Gift - For General Operating Support | $176 |
| Church World Service Inc | |||||||
| 28606 Phillips St | Elkhart | IN | 46515 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Clayton Jackson McGhie Memorial Inc | |||||||
| PO Box 3631 | Duluth | MN | 55803 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| Elgin Community College Foundation | |||||||
| 1700 Spartan Dr | Elgin | IL | 60123 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Espanola Valley Humane Society | |||||||
| 108 Hamm Parkway | Espanola | NM | 87532 | N/A | PC | Employee Matching Gift - For General Operating Support | $54 |
| Foundation for The Seattle Colleges | |||||||
| 1500 Harvard Ave | Seattle | WA | 98122 | N/A | PC | Employee Matching Gift - For General Operating Support | $575 |
| Franklin High School PTSA Seattle Council | |||||||
| 3013 S Mt Maker Blvd | Seattle | WA | 98144 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Friends of Kexp | |||||||
| 113 Dexter Ave N | Seattle | WA | 98109 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Habitat for Humanity International | |||||||
| 1750 Manzana Avenue | Punta Gorda | FL | 33950 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| Heifer Project International | |||||||
| 1 World Ave | Little Rock | AR | 72202 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| Impact Personal Safety | |||||||
| PO Box 8350 | Santa Fe | NM | 87504 | N/A | PC | Employee Matching Gift - For General Operating Support | $108 |
| King County Library System | |||||||
| 960 Newport Way NW | Issaquah | WA | 98027 | N/A | PC | Employee Matching Gift - For General Operating Support | $75 |
| King County Sexual Assault Resource Center | |||||||
| 200 Mill Ave S Suite 10 | Renton | WA | 98057 | N/A | PC | Employee Matching Gift - For General Operating Support | $350 |
| Kitsap Humane Society | |||||||
| 9167 Dickey Rd NW | Siverdale | WA | 98383 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Liberty Hill Foundation | |||||||
| 6420 Wilshire Blvd 700 | Los Angeles | CA | 90048 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Medical Teams International | |||||||
| PO Box 10 | Portland | OR | 97207 | 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 | $600 |
| Northwest Childrens Home Inc | |||||||
| PO Box 1288 | Lewiston | ID | 83501 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| Powerful Voices | |||||||
| 1620 18th Ave Suite 100 | Seattle | WA | 98122 | N/A | PC | Employee Matching Gift - For General Operating Support | $75 |
| Providence Health and Services Washington | |||||||
| 8201 10th Ave S 6 | Seattle | WA | 98108 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Rainier Valley Food Bank | |||||||
| 4205 Rainier Ave S | Seattle | WA | 98118 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Roosevelt High School | |||||||
| PO Box 15886 | Seattle | WA | 98115 | N/A | SO I | Employee Matching Gift - For General Operating Support | $150 |
| Seattle Repertory Theatre | |||||||
| 155 Mercer St | Seattle | WA | 98109 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Solid Ground Washington | |||||||
| 1501 North 45th Street | Seattle | WA | 98103 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| The Painted Turtle | |||||||
| 1300 4th St Suite 300 | Santa Monica | CA | 90401 | 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 | $100 |
| University of North Carolina | |||||||
| PO Box 309 | Chapel Hill | NC | 27514 | N/A | PC | Employee Matching Gift - For General Operating Support | $400 |
| Vashon Community Care | |||||||
| 15333 Vashon Hwy SW | Vashon | WA | 98070 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Washington Early Learning Fund | |||||||
| 1111 Third Ave Ste 210 | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| West Feliciana Animal Humane Society | |||||||
| PO Box 2032 | St Francisville | LA | 70775 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Wisconsin League of Conservation Voters Institute | |||||||
| 133 S Butler St 320 | Madison | WI | 53703 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Youth in Focus | |||||||
| 2100 24th Ave S 310 | Seattle | WA | 98144 | 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 |
| Fabretto Children's Foundation Inc | |||||||
| 3124 10th St N | Arlington | VA | 22201 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| 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 |
| Legacy Foundation | |||||||
| PO Box 22061 | Seattle | WA | 98122 | N/A | PC | Employee Matching Gift - For General Operating Support | $700 |
| Legal Services for Children Inc | |||||||
| 1254 Market St 3rd Floor | San Francisco | CA | 94102 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| National Center for Youth Law | |||||||
| 405 14th St 15th Floor | Oakland | CA | 94612 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| National Association of Counsel for Children | |||||||
| 13123 E 16th Avenue B390 | Aurora | CO | 80045 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| New Beginnings | |||||||
| PO Box 75125 | Seattle | WA | 98125 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| 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 | $150 |
| Youth Care | |||||||
| 2500 NE 54th St | Seattle | WA | 98105 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,394,680 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ETV Endowment of South Carolina Inc | |||||||
| 401 E Kennedy St | Spartanburg | SC | 29302 | N/A | PC | To support the development of "Fathers in America", an eight episode television project. | $50,000 |
| American Cancer Society Inc | |||||||
| PO Box 22718 | Oklahoma City | OK | 73123 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| 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 |
| Companion Animal Alliance | |||||||
| 2680 Progress Rd | Baton Rouge | LA | 70807 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| Food Lifeline | |||||||
| 1702 NE 150th St | Seattle | WA | 98155 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| 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 |
| KCTS Television | |||||||
| 401 Mercer Street | Seattle | WA | 98109 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| KUOW Puget Sound Public Radio | |||||||
| 4518 University Way 310 | Seattle | WA | 98105 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| Loretto Academy | |||||||
| 1300 Hardaway | El Paso | TX | 79903 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| 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 |
| National Center for Youth Law | |||||||
| 405 14th St 15th Floor | Oakland | CA | 94612 | N/A | PC | Employee Matching Gift - For General Operating Support | $125 |
| New Beginnings | |||||||
| PO Box 75125 | SEATTLE | WA | 98125 | N/A | PC | Employee Matching Gift - For General Operating Support | $75 |
| 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 | |||||||
| PO Box 202 | Seattle | WA | 98111 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Shimer College | |||||||
| 3424 State St | Chicago | IL | 60616 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| The Evergreen State College | |||||||
| 2700 Evergreen Parkway NW | Olympia | WA | 98505 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| United Way of King Count | |||||||
| 720 Second Ave | Seattle | WA | 98104 | N/A | PC | Employee Matching Gift - For General Operating Support | $763 |
| Washington State CASA | |||||||
| PO 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 Apprv Fut | $55,213 | 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 | $8,217 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,215,593 | 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 | $87,005,633 | 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 (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MISC. INCOME | $37,793 | ||||
| INCOME FROM PRIVATE EQUITY PARTNERSHIPS | 900099 | -$18,645 | 14 | $8,629,644 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$18,645 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $129,859,087 | ExclusionAmt |
| Related Or Exempt Function Incm | $37,793 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,878,235 | 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 | 11 | 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 | $141,567 | Yes (X) |
| Idaho State Controller | ||||||
| 2 | PO Box 83720 | Boise | ID | 83720 | $143,978 | Yes (X) |
| San Diego Health and Human Services | ||||||
| 3 | 1700 Pacific Highway | San Diego | CA | 92101 | $228,519 | Yes (X) |
| State of Arizona - Childs | ||||||
| 4 | PO Box 6123 | Phoenix | AZ | 85005 | $252,323 | Yes (X) |
| WA Dept Social Health Services | ||||||
| 5 | PO Box 45845 | Olympia | WA | 98504 | $171,922 | 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 | $176,264 | $26,440 | $26,440 | $149,824 |
| JACOBSON JARVIS & CO. PLLC | $6,615 | $6,615 | ||
| JESSE THOMAS GRAYSTON, CPA | $35,076 | $14,030 | $14,030 | $21,046 |
| VOLDAL WARTELLE & CO. P.S. | $26,325 | $26,325 |
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 | $22,054,387 | SL | $7,016,874 | 27 | $741,420 |
| FURNITURE AND FIXT | 2000-01-01 | $8,935,931 | SL | $6,188,474 | 7 | $699,562 |
| AUTOMOBILES | 2000-01-01 | $525,097 | SL | $345,489 | 7 | $42,617 |
| LEASEHOLD IMPLOVEM | 2000-01-01 | $12,117,767 | SL | $3,454,893 | 15 | $1,148,251 |
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 $11,100. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $287,701,215 | $301,628,237 |
| SEE ATTACHMENTS FOR DETAIL |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON AND PREFFERED STOCK | $943,826,180 | $1,234,854,395 |
| SEE ATTACHMENTS FOR DETAIL |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $44,337,631 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $45,716,888 | 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 | $454,721,179 | $517,807,690 |
| 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 | $22,054,387 | $14,296,093 | $7,758,294 |
| FURNITURE AND FIXT | $8,935,931 | $2,047,895 | $6,888,036 |
| AUTOMOBILES | $525,097 | $136,991 | $388,106 |
| LEASEHOLD IMPLOVEM | $12,117,767 | $7,514,623 | $4,603,144 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| LITTLER MENDELSON FASTIFF | $16,631 | $16,631 | ||
| STOEL RIVES LLP | $163,472 | $90,298 | $73,174 | $73,174 |
| KATTEN MUCHIN ROSENMAN | $132,364 | $132,364 | $132,364 | |
| SETTLEMENT COSTS | $2,107 | $2,107 | ||
| VARIOUS ATTORNEYS AND COSTS | $7,875 | $7,875 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MISC. RECEIVABLE | $330,942 | $215,760 | $215,760 |
| CONSTRUCTION IN PROGRESS | $762,592 | $51,371 | $51,371 |
| DEPOSITS | $66,073 | $60,643 | $60,643 |
| 457F DEFERRED COMP PLAN | $932,558 | $1,276,370 | $1,276,370 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| YOUTH AND FAMILY SUPPORT SERVI | $34,114,444 | $34,114,444 | ||
| ADVERTISING AND PROMOTION | $68,791 | $68,791 | ||
| AUTOMOBILE EXPENSE | $97,169 | $97,169 | ||
| BANK FEES | $47,012 | $47,012 | ||
| BOT DEFERRED GAINS | $28,736 | $28,736 | ||
| COMMUNICATIONS | $570,624 | $570,624 | ||
| DATA PROCESSING | $36,950 | $36,950 | ||
| DUES AND MEMBERSHIPS | $321,472 | $321,472 | ||
| EQUIPMENT RENTAL/LEASE | $454,765 | $454,765 | ||
| LIABILITY INSURANCE | $700,520 | $700,520 | ||
| MISCELLANEOUS | $1,798 | $1,798 | ||
| MOVING EXPENSE | $41,089 | $41,089 | ||
| OFFICE SUPPLIES | $433,879 | $433,879 | ||
| POSTAGE | $175,110 | $175,110 | ||
| RECRUITMENT EXPENSES | $239,004 | $239,004 | ||
| REPAIRS & MAINTENANCE | $543,825 | $543,825 | ||
| SOFTWARE & FIXED ASSETS <$1000 | $1,433,420 | $1,433,420 | ||
| STAFF TRAINING AND DEVELOPMENT | $633,322 | $633,322 | ||
| TEMPORARY HELP | $268,218 | $268,218 | ||
| EXP. ALLOCATION TO INV. INCOME | -$1,105,992 | $1,105,992 | $1,105,992 | |
| ACCRUAL TO CASH ADJUSTMENT | -$925,541 | |||
| INV. EXPENSES FROM K-1 | $8,096,172 | $8,096,172 | ||
| LESS 50% MEALS DISALLOWED | -$1,036,047 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISC. INCOME | $37,793 | $29,607 | $37,793 |
| INCOME FROM PRIVATE EQUITY PARTNERSHIPS | $8,610,999 | $4,726,639 | $4,726,639 |
| OTHER INCOME FROM K-1s | $279,465 | $260,820 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| BOT DEFERRED INCOME & INTEREST | $1,008,558 | $914,756 |
| DEFERRED RENT | $2,851,072 | $2,703,052 |
| DEFFERED LEASE INCENTIVE | $5,338,757 | $4,547,830 |
| INSURANCE CLAIM RESERVE | $435,000 | $619,000 |
| UNCLAIMED PROPERTY | $1,714 | $709 |
| TDA LOANS | $2,548 | $5,354 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (42 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ALTRINSIC | $541,844 | $541,844 | $541,844 | |
| ARROWSTREET | $895,578 | $895,578 | $895,578 | |
| BAILLIE GIFFORD | $552,381 | $552,381 | $552,381 | |
| BGI | $91,851 | $91,851 | $91,851 | |
| BNY MELLON | $1,039,694 | $1,039,694 | $1,039,694 | |
| BURGUNDY INTL EQ | $499,605 | $499,605 | $499,605 | |
| DODGE & COX | $182,324 | $182,324 | $182,324 | |
| EIM MANAGEMENT INC. | $125,000 | $125,000 | $125,000 | |
| HEWITT ENNISKNUPP, INC | $275,000 | $275,000 | $275,000 | |
| GLENROCK CAPITAL ADVISERS, LLC | $350,000 | $350,000 | $350,000 | |
| GOLDMAN SACHS | $493,824 | $493,824 | $493,824 | |
| HOSKING GLOBAL | $179,426 | $179,426 | $179,426 | |
| INSTSHAREHOLDERS | $78,908 | $78,908 | $78,908 | |
| INVESTEC | $417,010 | $417,010 | $417,010 | |
| JACKSON SQUARE (DELAWARE) | $364,994 | $364,994 | $364,994 | |
| JOHNSTON INTL EQ | $181,031 | $181,031 | $181,031 | |
| ORG PORTFOLIO MANAGEMENT, LLC | $166,086 | $166,086 | $166,086 | |
| OTHERS | $597,560 | $8,882 | $8,882 | $588,678 |
| PIMCO | $266,364 | $266,364 | $266,364 | |
| PORTFOLIO MANAGEMENT TECHNOLOG | $44,000 | $44,000 | $44,000 | |
| STEINBERG US | $579,176 | $579,176 | $579,176 | |
| ADURO, INC. | $30,200 | $30,200 | ||
| AFFIRMA CONSULTING | $70,709 | $70,709 | ||
| ALVERTHA B. PENNY | $34,000 | $34,000 | ||
| ARTHUR J GALLAGHER & CO. OF WA | $95,000 | $95,000 | ||
| ENABLING TECHNOLOGIES CORP | $36,409 | $36,409 | ||
| EXPONET PARTNERS | $514,139 | $514,139 | ||
| FRESH CONSULTING, LLC | $43,500 | $43,500 | ||
| G.A. JONES & ASSOCIATES, INC. | $48,718 | $48,718 | ||
| KALI RACHEL SCOLNICK | $48,281 | $48,281 | ||
| KIBBLE & PRENTICE | $70,000 | $70,000 | ||
| MJ HENRY & ASSOCIATES, INC. | $74,656 | $74,656 | ||
| MURPHY & ASSOCIATES, INC. | $131,528 | $131,528 | ||
| NATIONAL COUNCIL ON CRIME & D | $145,770 | $145,770 | ||
| RED JET FILMS, LLC | $149,730 | $149,730 | ||
| SAGE INFORMATION TECHNOLOGY | $116,420 | $116,420 | ||
| THE CHILD TRAUMA ACADEMY | $159,711 | $159,711 | ||
| THE ULTIMATE SOFTWARE GROUP | $99,682 | $99,682 | ||
| TOWERS WATSON PENNSYLVANIA | $30,000 | $30,000 | ||
| WIDENET CONSULTING GROUP | $249,390 | $249,390 | ||
| YEAR UP INC. | $39,867 | $39,867 | ||
| LESS 50% MEALS DISALLOWED | -$23,009 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| LICENSING | $5,885 | $5,885 | ||
| PROPERTY TAXES | $42,907 | $42,907 | ||
| EXCISE AND B & O TAXES | $4,338 | $4,338 | ||
| SALES AND USE TAXES | $4,149 | $4,149 | ||
| UNRELATED BUSINESS INCOME TAX | $16,504 | $16,504 | $16,504 | |
| FOREIGN TAXES FROM K-1'S | $470,074 | $470,074 |