CASEY FAMILY PROGRAMS: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CASEY FAMILY PROGRAMS (EIN 91-0793881)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201423219349102722
- Schema version
- 2013v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- 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 | 2014-11-17T15:43:59-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 981212641 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William C Bell PhD | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Signature | 2014-11-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,241,900,641 | 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 | $2,287,622 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,463 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,463 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,463 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $27,622,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,869,041 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $41,869,041 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,387,768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,912,909,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $134,353,361 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $19,337,485 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $1,674,262 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $8,731,427 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,341,906 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $7,828,886 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $133,036,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,571,771 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $70,717,137 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,218,629 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $166,050 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $166,050 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,052,579 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $43,176,964 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,073,968 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $3,073,968 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $39,547,476 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,111,951 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $472,569 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $472,569 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,651,873 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $559,233 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $199,483 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $199,483 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $359,750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $230,290 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $35,583 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $35,583 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $194,708 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,569,989 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,703,967 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $6,703,967 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,857,658 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $626,104 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $626,104 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $24,227 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,677,776 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $4,140,952 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $372,717 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $372,717 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,740,967 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,173,110 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $38,330 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $38,330 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,732,225 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $301,453 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $301,453 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,364,252 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,331,093 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $8,331,093 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,109,315 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,568,709 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,019,864 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $20,019,864 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $104,572,231 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,242,348 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,507,477 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,811,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,019,864 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $20,019,864 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,079,708 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,225,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,551,907 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,697,273 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,304,792 | CashBOYAmt |
| Cash EOY | $6,417,427 | CashEOYAmt |
| Cash EOYFMV | $6,417,427 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $68,658,610 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $112,722,962 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,724,313 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $859,350 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,008,137 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,008,137 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $109,191,046 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $109,963,351 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $110,511,099 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $977,684,947 | CorporateStockBOYAmt |
| Corporate Stock EOY | $935,909,080 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,264,131,417 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $226,815,698 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $227,553,484 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $236,367,587 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $441,116,703 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $448,279,069 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $480,968,560 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $46,793,846 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,406,306 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $31,409,647 | LandBOYAmt |
| Land EOY | $28,387,540 | LandEOYAmt |
| Land EOYFMV | $24,578,870 | LandEOYFMVAmt |
| Other Assets BOY | $3,222,929 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,193,231 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,193,231 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,865,263,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,874,434,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,241,900,641 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,477,204 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $17,540,568 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,292,176 | GrantsPayableBOYAmt |
| Grants Payable EOY | $27,045 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $10,490,878 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,637,649 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $28,260,258 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,205,262 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,837,003,464 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,847,229,019 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,837,003,464 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,847,229,019 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,865,263,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,874,434,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,837,003,464 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,225,555 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,847,229,019 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,847,229,019 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-ST | P | $1,181,330,115 | $1,162,457,843 | $18,872,272 | $18,872,272 |
| PUBLICLY TRADED SECURITIES-LT | P | $357,159,949 | $256,865,854 | $100,294,095 | $100,294,095 |
| ABRY ASF II | P | $382 | -$382 | -$382 | |
| AXIOM ASIA II | P | $33 | $33 | $33 | |
| CHARLESBANK VII | P | $368 | -$368 | -$368 | |
| JMI EQUITY FUND VI | P | $433,880 | -$433,880 | -$433,880 | |
| HORSLEY BRIDGE IX | P | $7,253 | $7,253 | $7,253 | |
| HORSLEY BRIDGE INTL V | P | $117,519 | $117,519 | $117,519 | |
| OAKTREE MEZZ | P | $187,500 | $187,500 | ||
| OCM OPPORTUNITIES VII | P | $2,308 | $2,308 | $2,308 | |
| OCM OPPORTUNITIES VIIB | P | $4,763 | $4,763 | $4,763 | |
| SIGULER GUFF | P | $3,394 | $3,394 | $3,394 | |
| SPLIT ROCK II | P | $17,000 | $17,000 | $17,000 | |
| STEPSTONE PIONEER (PARISH) | P | $12,815 | $12,815 | $12,815 | |
| TCV VII | P | $102,799 | $102,799 | $102,799 | |
| VIVO VENTURES | P | $311,139 | $311,139 | $311,139 | |
| WAYZATA | P | $56,285 | $56,285 | $56,285 | |
| ST SECTION 1256 GAINS/LOSSES FROM K-1 | P | $264,535 | $264,535 | $264,535 | |
| ABRY ASF II | P | $291 | $291 | $291 | |
| ACTIC FUND 2 | P | $217,000 | -$217,000 | -$217,000 | |
| ACTIC GLOBAL IV | P | $406,602 | -$406,602 | -$406,602 | |
| AIG EURO II RE | P | $80,143 | -$80,143 | -$80,143 | |
| ALCION | P | $519,986 | $519,986 | $519,986 | |
| AXIOM ASIA II | P | $254,598 | $254,598 | $254,598 | |
| BLUECREST | P | $32,850,035 | $30,157,598 | $2,692,437 | $2,692,437 |
| CHARTERHOUSE IX | P | $2,110,171 | $13,378 | $2,096,793 | $2,096,793 |
| CLIVE FUND LIMITED | P | $21,133,919 | $30,000,000 | -$8,866,081 | -$8,866,081 |
| CI CAPITAL II (2) | P | $1,034,441 | $1,034,441 | $1,034,441 | |
| GS VINTAGE IV | P | $1,221 | $300,395 | -$299,174 | -$299,174 |
| GS VINTAGE V | P | $317,062 | -$317,062 | -$317,062 | |
| HELLMAN & FRIEDMAN VI | P | $379,035 | $379,035 | $379,035 | |
| HORSLEY BRIDGE IX | $1,707,460 | $1,707,460 | $1,707,460 | ||
| HORSLEY BRIDGE INTL V | P | $296,702 | $296,702 | $296,702 | |
| INVESCO ASIA RE I | P | $201,137 | -$201,137 | -$201,137 | |
| INVESCO ASIA REAL ESTATE II | P | $1,003,753 | $77,733 | $926,020 | $926,020 |
| INVESCO CORE REAL ESTATE | P | $215,105 | $215,105 | $215,105 | |
| INVESCO REAL ESTATE II | P | $2,883,181 | $2,883,181 | $2,883,181 | |
| JMI EQUITY FUND VI | P | $701,284 | $701,284 | $701,284 | |
| JORDAN- RESOLUTE II | P | $502,725 | $502,725 | $502,725 | |
| H/2 CREDIT PARTNERS | P | $4,995,218 | $4,995,218 | $4,995,218 | |
| MESA WEST | P | $1,735 | -$1,735 | -$1,735 | |
| OAKTREE EURO FUND III | P | $268,303 | $153,627 | $114,676 | $114,676 |
| OAKTREE MEZZ | P | $562,500 | $1,356,192 | -$793,692 | -$793,692 |
| OCM OPPORTUNITIES VII | P | $438,440 | $438,440 | $438,440 | |
| OCM OPPORTUNITIES VIIB | P | $238,739 | $238,739 | $238,739 | |
| ONSET II | P | $1,903 | $1,903 | $1,903 | |
| PATRON CAPITAL IV | P | $242,190 | -$242,190 | -$242,190 | |
| SIGULER GUFF | P | $191,484 | $191,484 | $191,484 | |
| SPLIT ROCK II | P | $97,756 | -$97,756 | -$97,756 | |
| STEPSTONE PIONEER | P | $191,714 | $191,714 | $191,714 | |
| TCV VII | P | $2,000,891 | $2,000,891 | $2,000,891 | |
| VIVO VENTURES | P | $138,575 | $138,575 | $138,575 | |
| WAYZATA | P | $2,317,335 | $2,317,335 | $2,317,335 | |
| YORKTOWN | P | $2,478 | $2,478 | $2,478 | |
| LT SECTION 1256 GAINS/LOSSES FROM K-1 | P | $396,802 | $396,802 | $396,802 | |
| PYRAMIS | P | $14,450,000 | $13,443,960 | $1,006,040 | $1,006,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $134,353,361 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $19,337,485 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981212641 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 16.0 | $168,628 | $0 | $0 |
| Joan B Poliak | ||||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Vice Chair | 18.0 | $155,000 | $0 | $0 |
| Sharon L McDaniel | ||||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Treasurer | 18.0 | $155,000 | $0 | $0 |
| America Y Bracho | ||||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Secretary | 14.0 | $155,000 | $0 | $0 |
| David C Mills | ||||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Trustee | 15.0 | $155,000 | $0 | $0 |
| Shelia Evans-Tranumn | ||||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Trustee | 17.0 | $163,372 | $0 | $0 |
| Norman B Rice | ||||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Trustee | 6.0 | $155,000 | $0 | $0 |
| William C Bell Ph D | ||||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | President and CEO | 40.0 | $1,111,629 | $49,650 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $850,747 | $49,650 |
| DAVID B SANDERS | |||||||
| 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP SYSTEMS IMPROVMT | 40.0 | $424,210 | $49,650 |
| ALEXANDRA K MCKAY | |||||||
| 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP PROGRAM COUNSEL | 40.0 | $393,387 | $49,650 |
| DAVID A DANIELSON | |||||||
| 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP OF ADMIN AND CFO | 40.0 | $384,598 | $49,650 |
| LAURA SAGEN | |||||||
| 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP COMMUNICATION HR | 40.0 | $332,718 | $49,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 354 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARROWSTREET | |||||
| 200 Clarendon Street 30th Floor | BOSTON | MA | 02116 | INVESTMENT MANAGER | $906,622 |
| BNY-MELLON | |||||
| One Wall Street 32 Floor | NEW YORK | NY | 10277 | INVESTMENT CUSTODIAN | $822,156 |
| EIM MANAGMENT INC | |||||
| 750 Lexington Ave 27th Floor | NEW YORK | NY | 10022 | INVESTMNT CONSULTANT | $708,333 |
| EXPONENT PARTNERS | |||||
| 901 MISSION STREET SUITE 105 | SAN FRANCISCO | CA | 94103 | CONSULTING | $683,272 |
| SAGE INFORMATION TECHNOLOGY SERVICES | |||||
| PO BOX 796 | SPOKANE | WA | 99210 | CONSULTING | $644,528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 21 | 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 | $48,876,444 | Expenses1Amt |
| Description2 | WE SHARE WHAT WE LEARN BY PROVIDING DIRECT SERVICES TO 1,100 CHILDREN AND FAMILIES THROUGH COMMUNITY-BASED OFFICES AND WE WORK COLLOBORATIVELY WITH CHILD WELFARE SYSTEMS AND COURTS. | Description2Txt |
| Expenses2 | $28,310,556 | Expenses2Amt |
| Description3 | WE CONDUCT RESEARCH ON CHILD WELFARE PROGRAMS, PROVIDE SCHOLARSHIPS TO FOSTER YOUTH, AND EDUCATE POLICYMAKERS ABOUT CHILD WELFARE ISSUES. | Description3Txt |
| Expenses3 | $14,508,879 | 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 | $2,027,484,544 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,740,713 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,117,225,257 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,117,225,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,758,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,085,466,878 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,273,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,079,708 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $613,638 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $107,693,346 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $107,693,346 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | 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 | $50,697,273 | CurrentYearAmt |
| Year1 | $30,497,376 | Year1Amt |
| Year2 | $25,782,658 | Year2Amt |
| Year3 | $41,815,707 | Year3Amt |
| Total | $148,793,014 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $43,092,682 | CurrentYearAmt |
| Year1 | $25,922,770 | Year1Amt |
| Year2 | $21,915,259 | Year2Amt |
| Year3 | $35,543,351 | Year3Amt |
| Total | $126,474,062 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $107,693,346 | CurrentYearAmt |
| Year1 | $111,763,619 | Year1Amt |
| Year2 | $105,339,266 | Year2Amt |
| Year3 | $104,698,562 | Year3Amt |
| Total | $429,494,793 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,507,476 | CurrentYearAmt |
| Year1 | $3,528,325 | Year1Amt |
| Year2 | $1,836,328 | Year2Amt |
| Year3 | $911,450 | Year3Amt |
| Total | $8,783,579 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $105,185,870 | CurrentYearAmt |
| Year1 | $108,235,294 | Year1Amt |
| Year2 | $103,502,938 | Year2Amt |
| Year3 | $103,787,112 | Year3Amt |
| Total | $420,711,214 | 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 | $69,515,563 | CurrentYearAmt |
| Year1 | $65,622,011 | Year1Amt |
| Year2 | $66,917,995 | Year2Amt |
| Year3 | $62,879,693 | Year3Amt |
| Total | $264,935,262 | 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 (114 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Civil Liberties Union of Washington | |||||||
| 901 Fifth Ave Suite 630 | SEATTLE | WA | 98164 | N/A | PC | To help support ACLU's annual Bill of Rights Celebration Dinner in Seattle | $7,500 |
| 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 2013 Annual conference and James A. Joseph Lecture & Awards Ceremony in Chicago on April 5-7, 2013. | $15,000 |
| Assoc of Black Foundation Executives | |||||||
| 333 7th Ave 13th Floor | NEW YORK | NY | 10001 | N/A | PC | To support development of a database of past Grantee board members and James A Joseph lecturers. | $15,000 |
| Assoc of Black Foundation Executives | |||||||
| 333 7th Ave 13th Floor | New York | NY | 10001 | N/A | PC | To help organization by supporting development of the knowledge center | $30,000 |
| Chapin Hall Center for Children | |||||||
| 1313 East 60th St | CHICAGO | IL | 60637 | N/A | PC | To help enable grantee to continue its work with the administration on Children, youth and Families | $5,400 |
| Child Welfare League of America Inc | |||||||
| 1726 M Street NW Suite 500 | WASHINGTON | DC | 20036 | N/A | PC | To support grantee's 2013 Annual conference in Washington, DC on April 14-17, 2013. | $10,000 |
| Childrens defense fund | |||||||
| 25 E Street NW | Washington | DC | 20001 | N/A | PC | To sponsor the Children's Defense Fund 40th Anniversary "Changing the odds for Children Campaign". | $7,500 |
| Congressional Black Caucus Foundation | |||||||
| 1720 Massachusetts Ave NW | WASHINGTON | DC | 20036 | N/A | PC | To Help Support the 43rd Annual Legislative conference. | $25,000 |
| Congressional Coalition on Adoption Institute | |||||||
| 311 Massachusetts Ave NE | WASHINGTON | DC | 20002 | N/A | PC | To support the 2013 Angels in Adoption program to take place in Washington DC on Oct. 9, 2013. | $25,000 |
| Community Partners | |||||||
| 1000 N Alameda Street Suite 240 | Los Angeles | CA | 90012 | N/A | PC | To support grantee's National Foster Youth Institute project. | $40,000 |
| Conference of SW Foundations | |||||||
| 624 North Good-Latimer Expressways | Dallas | TX | 75204 | N/A | PC | To sponsor the Conference of Southwest Foundations 2013 Annual Conference in San Antonio, TX Oct. 24- 26, 2013. | $5,000 |
| Family Programs Hawaii | |||||||
| 250 Vineyard Street | Honolulu | HI | 96813 | N/A | PC | To support grantees work with youth, families and community in Hawaii. | $55,949 |
| Holy Family Ministries | |||||||
| 550 Frontage Road | Northfield | IL | 90093 | N/A | PC | To provide support for the violence prevention summit "transforming pain into power: voices against violence". | $4,000 |
| Independent Sector Membership | |||||||
| 1602 L Street NW | WASHINGTON | DC | 20036 | N/A | PC | To support the organization's educational campaign about proposed IRS regulations. | $5,000 |
| Independent Sector Membership | |||||||
| 1602 L Street NW | WASHINGTON | DC | 20036 | N/A | PC | To support the organization's 2014 conference IMAGINE. | $50,000 |
| Operation Hope | |||||||
| 707 Wilshire Blvd Ste 3030 | Los Angeles | CA | 90017 | N/A | PC | To help sponsor grantee's "Global Summit". | $10,000 |
| Operation Hope | |||||||
| 191 Peachtree Street NE | Atlanta | GA | 30303 | N/A | PC | To support the organization's Moving Hope Forward initiative. | $125,000 |
| Philanthropy NW | |||||||
| 2100 4th Ave Suite 650 | Seattle | WA | 98121 | N/A | PC | To help grantee advance the role of philanthropy in the NW. | $780 |
| Philanthropy NW | |||||||
| 2100 4th Ave Suite 650 | SEATTLE | WA | 98121 | N/A | PC | To support grantee's 2013 Annual conference in Juneau Alaska on Oct. 1-3, 2013. | $10,000 |
| PuertoRico-Departmento de la Familia - ADFAN | |||||||
| P O Box 194090 | San Juan | PR | 00919 | N/A | NC | To support this Government Agency's fundraising efforts with a challenge matching funds grant. | $80,000 |
| St Louis Cardinals Community Fund | |||||||
| 700 Clark Street | St Louis | MO | 63102 | N/A | PC | To help grantee support youth baseball teams and children's agencies. | $500 |
| Treehouse | |||||||
| 2100 - 24th Ave S Suite 200 | Seattle | WA | 98144 | N/A | PC | For organization support In Memory of former Casey Family Programs Trustee Dick Ford. | $1,000 |
| Treehouse | |||||||
| 2100 - 24th Ave S Suite 200 | SEATTLE | WA | 98144 | N/A | PC | To help support grantee's 25th anniversary Silver Soiree. | $7,500 |
| United Way | |||||||
| 720 Second Ave | SEATTLE | WA | 98104 | N/A | PC | To support the United Way's 2013 Annual Day of Caring to take place in Seattle on September 20, 2013. | $10,000 |
| United Way | |||||||
| 720 Second Ave | SEATTLE | WA | 98104 | N/A | PC | To support the United Way's 2013 annual Breakfast to take place in Seattle on May 13, 2013. | $10,000 |
| United Way | |||||||
| 720 Second Ave | SEATTLE | WA | 98104 | N/A | PC | To support the United Way's All-Star Softball Classic for Homeless Youth to take place in Seattle on June 15, 2013. | $30,000 |
| Urban Institute | |||||||
| 2100 M St NW | Washington | DC | 20037 | N/A | PC | To support the organization's partnership with the State of Connecticut and the Univ. of Connecticut to evaluate level two housing services. | $75,000 |
| Year Up Inc | |||||||
| 93 Summer St 5th Fl | BOSTON | MA | 02110 | N/A | PC | To help Year Up to create a program that will test strategies and apply lessons learned for improving outcomes for students who have been or currently in foster care . | $220,000 |
| Oglala Sioux Tribe | |||||||
| PO Box 2070 | Pine Ridge | SD | 57770 | N/A | NC | Donation to a Native American Indian Tribe of building and personal property associated with the Casey Family Programs building at Highway E18, Mision, SD. | $1,285,000 |
| A Contemporary Theatre Inc | |||||||
| 700 Union St | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $125 |
| American Cancer Society | |||||||
| 3120 McDougall Ave Ste 100 | Everett | WA | 98201 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| American Cancer Society | |||||||
| 4550 E Bell Rd Suite 126 | Phoenix | AZ | 85023 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| Alliance for Education | |||||||
| 509 Olive Way Suite 220 | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| ASPCA | |||||||
| 424 East 92nd St | New York | NY | 10128 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Amyotrophic Lateral Sclerosis Association | |||||||
| 42 Broadway Suite 1724 | New York | NY | 10004 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| Arrowhead Parent-Teacher Association | |||||||
| 2003 65th Ave W | Tacoma | WA | 98466 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Arts Corp | |||||||
| 4408 Delridge Way SW STE 110 | Seattle | WA | 98106 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,100 |
| 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 | |||||||
| 900 second Street NE Suite 202 | Washington | DC | 20002 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Beginning Child Care | |||||||
| 1821 15th Ave | Seattle | WA | 98122 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Center for Children & Youth Justice | |||||||
| 615 2nd Ave Suite 275 | Seattle | WA | 98104 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| Eastern Michigan University Foundation | |||||||
| PO Box 972057 | Ypsilanti | MI | 48197 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Eastern Shore Land Conservancy Inc | |||||||
| P O Box 169 | Queenstown | MD | 21658 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Friends of the NWAC | |||||||
| 15600 NE 8th St B1-711 | Bellevue | WA | 98008 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Fernwood Elementary PTSA | |||||||
| 3933 Jewell Rd | Bothell | WA | 98012 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Food Lifeline | |||||||
| 1702 NE 150th St | Seattle | WA | 98155 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| Fred Hutchinson Cancer Research Center | |||||||
| 1100 Fairview Ave N | Seattle | WA | 98109 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Hope Events | |||||||
| 414 Waller St | Austin | TX | 78702 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Hyla Middle School | |||||||
| 7861 Bucklin Hill Rd NE | Bainbridge Island | WA | 98110 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Giddens School | |||||||
| 620 20th Ave South | Seattle | WA | 98144 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Hoops Of Hope | |||||||
| 2037 N Overland | Mesa | AZ | 85207 | N/A | PC | Employee Matching Gift - For General Operating Support | $2,050 |
| KUOW Puget Sound Public Radio | |||||||
| 4518 University Way 310 | Seattle | WA | 98105 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| Language ETC | |||||||
| 2200 California St NW | Washington | DC | 20008 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Lewiston Library Foundation | |||||||
| PO Box 1055 | Lewiston | ID | 83501 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| Longmont Humane Society | |||||||
| 9595 Nelson Road | Longmont | CO | 80501 | N/A | PC | Employee Matching Gift - For General Operating Support | $450 |
| Maine Law Alumni Association | |||||||
| 246 Deering Ave | Portland | ME | 04012 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Mercy Corps | |||||||
| 45 SW Ankeny St | Portland | OR | 97204 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Mooreland Hill School | |||||||
| 166 Lincoln St | Kensington | CT | 06037 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Movember Foundation | |||||||
| P O Box 1595 | Culver City | CA | 90232 | N/A | PC | Employee Matching Gift - For General Operating Support | $650 |
| Multiple Sclerosis Foundation | |||||||
| 6520 N Andrews Ave | Ft Lauderdale | FL | 33309 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| Museum of History and Industry | |||||||
| 2700 24th Ave E | Seattle | WA | 98112 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Neighborhood House | |||||||
| 905 Spruce St Ste 200 | Seattle | WA | 98104 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| New Operation Cooper Street Inc | |||||||
| 650 Mary St | Punta Gorga | FL | 33950 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| Planned Parenthood Of The Great Northwest | |||||||
| 2001 E Madison | Seattle | WA | 98122 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| Providence Health and Services Washington | |||||||
| 8201 10th Ave S 6 | Seattle | WA | 98108 | N/A | PC | Employee Matching Gift - For General Operating Support | $750 |
| Pacific Lutheran University | |||||||
| 12180 Park Ave S | Tacoma | WA | 98447 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| Seattle Academy of Arts and Sciences | |||||||
| 1201 E Union | Seattle | WA | 98122 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Seattle Central Community College | |||||||
| 1701 Broadway BE 4180 | Seattle | WA | 98122 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,050 |
| Seattle North APP PTA | |||||||
| 4509 Interlake Ave 101 | Seattle | WA | 98103 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| Sightline Institute | |||||||
| 1402 3rd Ave Suite 500 | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Seattle's Union Gospel Mission | |||||||
| PO Box 202 | Seattle | WA | 98111 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Shelter Transport Animal Rescue Team | |||||||
| 12939 Bloomfield St | Studio City | CA | 91604 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| Shunpike | |||||||
| 3518 Fremont Ave N 118 | Seattle | WA | 98103 | N/A | PC | Employee Matching Gift - For General Operating Support | $470 |
| The Detroit Institute of Arts | |||||||
| 5200 Woodward Ave | Detroit | MI | 48202 | N/A | PC | Employee Matching Gift - For General Operating Support | $600 |
| 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 Leukemia & Lymphoma Society Inc WAAK Chapte | |||||||
| 123 NW 36th St 100 | Seattle | WA | 98107 | N/A | PC | Employee Matching Gift - For General Operating Support | $200 |
| Transitional Resources | |||||||
| 2970 SW Avalon Way | Seattle | WA | 98126 | N/A | PC | Employee Matching Gift - For General Operating Support | $50 |
| Trustees of the University of Pennsylvania | |||||||
| 3451 Walnut Street Ste 305 | Philadelphia | PA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Treehouse | |||||||
| 2100 - 24th Ave S Suite 200 | Seattle | WA | 98144 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,600 |
| United Way | |||||||
| 720 Second Ave | Seattle | WA | 98104 | N/A | PC | Employee Matching Gift - For General Operating Support | $9,943 |
| University of Washington Foundation | |||||||
| Box 359505 | Seattle | WA | 98195 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Washington Women's Foundation | |||||||
| 2100 24th Ave Suite 330 | Seattle | WA | 98144 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| Women In Need | |||||||
| 115 W 31st Street 7th Floor | New York | NY | 10001 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| Women of Power International | |||||||
| 460 S Country Club Dr | Mesa | AZ | 85210 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,000 |
| World Vision Inc | |||||||
| P O Box 9716 | Federal Way | WA | 98063 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| Wounded Warrior Project Inc | |||||||
| 4899 Belfort Rd Suite 300 | Jacksonville | FL | 32256 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| Wellspring Famiy Services | |||||||
| 1900 Rainier Ave South | Seattle | WA | 98144 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Washington State University Foundation | |||||||
| P O Box 641927 | Pullman | WA | 98164 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Yakima Symphony Orchestra | |||||||
| 32 North 3rd St 333 | Yakima | WA | 98901 | N/A | PC | Employee Matching Gift - For General Operating Support | $560 |
| Youth INC | |||||||
| 2801 M St NW | Washington | DC | 20007 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| YWCA of Duluth | |||||||
| 32 E 1st Ste 202 | Duluth | MN | 55802 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| Board for the Education of People of African Ance | |||||||
| 286 Convent Ave | New York | NY | 10031 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Boise Public Schools Education Foundation Inc | |||||||
| 8169 W Victory Rd | Boise | ID | 83709 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Capital Area Animal Welfare Society | |||||||
| P O Box 77765 | Baton Rouge | LA | 70879 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| Chicago West Community Music Center | |||||||
| 100 N Central Park Ave | Chicago | IL | 60624 | N/A | PC | Employee Matching Gift - For General Operating Support | $600 |
| Connections to Independence | |||||||
| 310 E 38th St 300 | Minneapolis | MN | 55405 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| Denver Indian Family Resource Center | |||||||
| 4407 Morrison Rd 100 | Denver | CO | 80219 | N/A | PC | Employee Matching Gift - For General Operating Support | $650 |
| Dispute Resolution Center of Yakima | |||||||
| 303 East D St Ste 4 | Yakima | WA | 98901 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| FareStart | |||||||
| 700 Virginia St | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Greater Baton Rouge Food Bank | |||||||
| 5546 Choctow Dr | Baton Rouge | LA | 70805 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| I Love a Clean San Diego County | |||||||
| 2508 Historic Decatur RD Ste 150 | San Diego | CA | 92106 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Interfaith Committee for Detained Immigrants | |||||||
| 10024 S Central Park Ave | Chicago | IL | 60655 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| Rainier Scholars | |||||||
| 2100 24th Ave S suite 360 | Seattle | WA | 98144 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Rhode Island State Grange Foundation | |||||||
| 120 Wilson Ave | Rumford | RI | 02916 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| Roses and Rosemary Inc | |||||||
| 1916 Pike Place Suite 12 477 | Seattle | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| Sacred Heart Community Service | |||||||
| 13815 First St | San Jose | CA | 95110 | N/A | PC | Employee Matching Gift - For General Operating Support | $250 |
| 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 | $100 |
| Tarrant Area Food Bank | |||||||
| 2600 Cullen ST | Fort Worth | TX | 76107 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| TeamChild | |||||||
| 1225 S Weller St Suite 420 | Seattle | WA | 98144 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Technology Access Foundation | |||||||
| 605 SW 108th ST | Seattle | WA | 98146 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| University of Maryland College Park Foundation | |||||||
| 4191 Samuel Riggs Alumni Center | College Park | MD | 20742 | N/A | PC | Employee Matching Gift - For General Operating Support | $100 |
| Urban League of Metropolitan Seattle | |||||||
| 105 14th Ave | Seattle | WA | 98122 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,507,477 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Sicangu Child & Family Services | |||||||
| P O Box 1047 East Highway 18/SGU Ca | Mission | SD | 57555 | N/A | NC | To help a Native American Indian Tribe 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 a Native American Indian Tribe with Tribal issues relating to foster care. | $5,693 |
| 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 |
| King County Sexual Assault Resource Center | |||||||
| 200 Mill Ave Suite 10 | Renton | WA | 98057 | N/A | PC | Employee Matching Gift - For General Operating Support | $150 |
| 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 | WA | 94102 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| Movember Foundation | |||||||
| PO Box 1595 | Culver City | CA | 90232 | N/A | PC | Employee Matching Gift - For General Operating Support | $75 |
| 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 |
| United Way of King County | |||||||
| 720 Second Ave | SEATTLE | WA | 98104 | N/A | PC | Employee Matching Gift - For General Operating Support | $1,027 |
| Roses and Rosemary | |||||||
| 1916 Pike Place Suite 12 477 | SEATTLE | WA | 98101 | N/A | PC | Employee Matching Gift - For General Operating Support | $500 |
| World Vision Inc | |||||||
| P O Box 9716 | Federal Way | WA | 98063 | N/A | PC | Employee Matching Gift - For General Operating Support | $400 |
| Southern Poverty Law Center | |||||||
| 400 Washington Ave | Montgomery | AL | 36104 | N/A | PC | Employee Matching Gift - For General Operating Support | $300 |
| The Urban League of Metropolitan Seattle | |||||||
| 105 14th Ave | Seattle | WA | 98122 | N/A | PC | Employee Matching Gift - For General Operating Support | $350 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $27,048 | 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 | $7,463 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,622,332 | 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 | $94,387,768 | 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 | $23,666 | ||||
| INCOME FROM PRIVATE EQUITY PARTNERSHIPS | 900099 | -$514,577 | 14 | $9,222,338 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$514,577 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $131,239,901 | ExclusionAmt |
| Related Or Exempt Function Incm | $23,666 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,748,990 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Alameda County Social Services | ||||||
| 1 | 24100 Amador Street | Hayward | CA | 94544 | $134,243 | Yes (X) |
| Idaho State Controller | ||||||
| 2 | PO Box 83720 | Boise | ID | 83720 | $136,612 | Yes (X) |
| San Diego Health and Human Services | ||||||
| 3 | 1700 Pacific Highway | San Diego | CA | 92101 | $340,005 | Yes (X) |
| State of Arizona - Childs | ||||||
| 4 | PO Box 6123 | Phoenix | AZ | 85005 | $225,010 | Yes (X) |
| WA Dept Social Health Services | ||||||
| 5 | PO Box 45845 | Olympia | WA | 98504 | $118,258 | Yes (X) |
| Cecilia Ryan Unitrust | ||||||
| 6 | 1211 Avenue of the Americas | NEW YORK | NY | 10036 | $1,331,873 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ERNST & YOUNG LLP | $164,594 | $24,689 | $24,689 | $139,906 |
| JACOBSON JARVIS & CO. PLLC | $5,396 | $5,396 | ||
| JESSE THOMAS GRAYSTON, CPA | $27,235 | $10,894 | $10,894 | $16,341 |
| KPMG PEAT MARWICK LLP | $4,851 | $4,851 | ||
| VOLDAL WARTELLE & CO. P.S. | $28,214 | $28,214 |
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 | $20,725,859 | SL | $6,434,346 | 27 | $752,934 |
| FURNITURE AND FIXT | 2000-01-01 | $9,528,701 | SL | $6,598,631 | 7 | $750,246 |
| AUTOMOBILES | 2000-01-01 | $516,011 | SL | $368,360 | 7 | $32,481 |
| LEASEHOLD IMPLOVEM | 2000-01-01 | $11,743,182 | SL | $2,327,193 | 15 | $1,142,115 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $227,553,484 | $236,367,587 |
| SEE ATTACHMENTS FOR DETAIL |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON AND PREFFERED STOCK | $935,909,080 | $1,264,131,417 |
| SEE ATTACHMENTS FOR DETAIL |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $109,963,351 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $110,511,099 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS | AT COST | $448,279,069 | $480,968,560 |
| 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 | $20,725,859 | $13,538,579 | $7,187,280 |
| FURNITURE AND FIXT | $9,528,701 | $2,179,824 | $7,348,877 |
| AUTOMOBILES | $516,011 | $115,170 | $400,841 |
| LEASEHOLD IMPLOVEM | $11,743,182 | $8,273,874 | $3,469,308 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (7 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| AKIN GUMP STRAUSS HAUER & FELD | $112,012 | $112,012 | ||
| LITTLER MENDELSON FASTIFF | $34,887 | $34,887 | ||
| MARTIN GUGGENHEIM | $29,804 | $29,804 | ||
| STOEL RIVES LLP | $206,630 | $133,448 | $73,182 | $73,182 |
| KATTEN MUCHIN ROSENMAN | $126,301 | $126,301 | $126,301 | |
| SETTLEMENT COSTS | $39,351 | $39,351 | ||
| VARIOUS ATTORNEYS AND COSTS | $10,248 | $10,248 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MISC. RECEIVABLE | $439,876 | $330,942 | $330,942 |
| INTEREST AND DIVIDENDS RECEIVA | $1,862,099 | $2,006,635 | $2,006,635 |
| CONSTRUCTION IN PROGRESS | $16,805 | $762,592 | $762,592 |
| DEPOSITS | $66,398 | $66,073 | $66,073 |
| OTHER NON CURRENT ASSETS | $162,746 | $94,431 | $94,431 |
| 457F DEFERRED COMP PLAN | $675,005 | $932,558 | $932,558 |
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 | $33,525,106 | $33,525,107 | ||
| ADVERTISING AND PROMOTION | $36,330 | $36,330 | ||
| AUTOMOBILE EXPENSE | $95,260 | $95,260 | ||
| BANK FEES | $44,782 | $44,782 | ||
| BOT DEFERRED GAINS | $28,887 | $28,887 | ||
| COMMUNICATIONS | $558,656 | $558,656 | ||
| DATA PROCESSING | $37,322 | $37,322 | ||
| DUES AND MEMBERSHIPS | $249,395 | $249,395 | ||
| EQUIPMENT RENTAL/LEASE | $431,774 | $431,774 | ||
| LIABILITY INSURANCE | $688,148 | $688,148 | ||
| MISCELLANEOUS | $2,268 | $2,268 | ||
| MOVING EXPENSE | $13,824 | $13,824 | ||
| OFFICE SUPPLIES | $457,702 | $457,702 | ||
| POSTAGE | $189,205 | $189,205 | ||
| RECRUITMENT EXPENSES | $215,748 | $215,748 | ||
| REPAIRS & MAINTENANCE | $568,656 | $568,656 | ||
| SOFTWARE & FIXED ASSETS <$1000 | $1,258,012 | $1,258,012 | ||
| STAFF TRAINING AND DEVELOPMENT | $606,299 | $606,299 | ||
| TEMPORARY HELP | $356,878 | $356,878 | ||
| EXP. ALLOCATION TO INV. INCOME | -$924,375 | $924,375 | $924,375 | |
| ACCRUAL TO CASH ADJUSTMENT | -$453,400 | |||
| INV. EXPENSES FROM K-1 | $7,406,718 | $7,406,718 | ||
| LESS 50% MEALS DISALLOWED | -$877,163 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISC. INCOME | $23,666 | $22,109 | $23,666 |
| INCOME FROM PRIVATE EQUITY PARTNERSHIPS | $8,707,761 | $5,926,358 | $5,926,358 |
| OTHER INCOME FROM K-1s | $2,393,439 | $1,878,862 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| BOT DEFERRED INCOME & INTEREST | $1,098,516 | $1,008,558 |
| DEFERRED RENT | $2,823,803 | $2,851,072 |
| DEFFERED LEASE INCENTIVE | $6,129,684 | $5,338,757 |
| INSURANCE CLAIM RESERVE | $435,000 | $435,000 |
| UNCLAIMED PROPERTY | $2,176 | $1,714 |
| TDA LOANS | $1,699 | $2,548 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (30 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ALTRINSIC | $559,192 | $559,192 | $559,192 | |
| ARBOR CAPITAL | $146,917 | $146,917 | $146,917 | |
| ARROWSTREET | $906,622 | $906,622 | $906,622 | |
| BAILLIE GIFFORD | $526,922 | $526,922 | $526,922 | |
| BGI | $152,701 | $152,701 | $152,701 | |
| BNY MELLON | $822,156 | $822,156 | $822,156 | |
| DODGE & COX | $178,151 | $178,151 | $178,151 | |
| EIM MANAGEMENT INC. | $708,333 | $708,333 | $708,333 | |
| HEWITT ENNISKNUPP, INC | $231,667 | $231,667 | $231,667 | |
| GLENROCK CAPITAL ADVISERS, LLC | $350,000 | $350,000 | $350,000 | |
| GOLDMAN SACHS | $416,540 | $416,540 | $416,540 | |
| INSTSHAREHOLDERS | $77,000 | $77,000 | $77,000 | |
| JACKSON SQUARE (DELAWARE) | $393,466 | $393,466 | $393,466 | |
| ORG PORTFOLIO MANAGEMENT, LLC | $163,470 | $163,470 | $163,470 | |
| OTHERS | $638,955 | $30,240 | $30,240 | $608,715 |
| PIMCO | $372,688 | $372,688 | $372,688 | |
| PORTFOLIO MANAGEMENT TECHNOLOG | $44,000 | $44,000 | $44,000 | |
| STEINBERG US | $623,902 | $623,902 | $623,902 | |
| ALEX FRYER | $61,500 | $61,500 | ||
| AON CONSULTING, INC. | $32,500 | $32,500 | ||
| ARTHUR J GALLAGHER & CO. OF WA | $95,000 | $95,000 | ||
| EXPONET PARTNERS | $683,272 | $683,272 | ||
| FRESH CONSULTING, LLC | $80,465 | $80,465 | ||
| G.A. JONES & ASSOCIATES, INC. | $51,879 | $51,879 | ||
| MJ HENRY & ASSOCIATES, INC. | $83,609 | $83,609 | ||
| NATIONAL COUNCIL ON CRIME & D | $270,230 | $270,230 | ||
| RED JET FILMS, LLC | $130,989 | $130,989 | ||
| SAGE INFORMATION TECHNOLOGY | $644,528 | $644,528 | ||
| WIDENET CONSULTING GROUP | $123,335 | $123,335 | ||
| LESS 50% MEALS DISALLOWED | -$8,364 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| LICENSING | $5,628 | $5,628 | ||
| PROPERTY TAXES | $14,970 | $14,970 | ||
| EXCISE AND B & O TAXES | $3,629 | $3,629 | ||
| UNRELATED BUSINESS INCOME TAX | $19,883 | $19,883 | $19,883 | |
| FOREIGN TAXES FROM K-1'S | $606,221 | $606,221 |