CASEY FAMILY PROGRAMS: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CASEY FAMILY PROGRAMS (EIN 91-0793881)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201303169349100940
- Schema version
- 2012v2.1
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-11-12T16:18:19-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 2600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910793881 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASEY FAMILY PROGRAMS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CASEY FAMILY PROGRAMS | InCareOfName |
| Name Control | CASE | NameControl |
| Phone | 2062827300 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William C Bell | Name |
| Title | PRESIDENT & CEO | Title |
| Date Signed | 2013-11-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2061764408 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2328759 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3350 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3350 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 3350 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 25741570 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 39144110 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 39144110 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 24931010 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1352084572 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 47525053 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 1654971 | NetSTCGAdjNetIncm |
| Income Modifications Adj Net Incm | 2214815 | IncomeModificationsAdjNetIncm |
| Other Income Rev And Expnss | 7584595 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 7000815 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 7046286 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 60589284 | TotalRevenueAndExpenses |
| Total Net Investment Income | 93673328 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 50063532 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 1840247 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 164015 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 164015 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1676233 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 41707116 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 2314972 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 2314972 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 38753014 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 12705455 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 494972 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 494972 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 12239314 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 504499 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 170919 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 170919 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 333580 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 195664 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 36715 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 36715 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 158949 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 10002319 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7081132 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 7081132 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2874320 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 30509 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 367224 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 367224 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 21085 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 2869489 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 4150265 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 310563 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 310563 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 3589680 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 4827065 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 46543 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 46543 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 4447848 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 294203 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 294203 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 41476999 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8579101 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 8579101 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 42157711 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 120603830 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 19566156 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 19566156 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 106545937 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4819001 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3528325 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 125422831 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 19566156 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 19566156 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 110074262 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -64833547 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 74107172 | NetInvestmentIncome |
| Adjusted Net Income | 30497376 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8287190 | CashBOY |
| Cash EOY | 6304792 | CashEOY |
| Cash EOYFMV | 6304792 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 65112025 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 68658610 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 68920867 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 1146116 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 859350 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 859350 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 99231608 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 109191046 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 112649549 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1016504797 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 977684947 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1139541164 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 221032060 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 226815698 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 248813314 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 481004998 | InvestmentsOtherBOY |
| Investments Other EOY | 441116703 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 454122478 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 48097878 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 16688231 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 34155289 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 31409647 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 27329965 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 3626158 | OtherAssetsBOY |
| Other Assets EOY | 3222929 | OtherAssetsEOY |
| Other Assets EOYFMV | 3222929 | OtherAssetsEOYFMV |
| Total Assets BOY | 1930100241 | TotalAssetsBOY |
| Total Assets EOY | 1865263722 | TotalAssetsEOY |
| Total Assets EOYFMV | 2061764408 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 17131215 | AccountsPayableBOY |
| Accounts Payable EOY | 16477204 | AccountsPayableEOY |
| Grants Payable BOY | 1500 | GrantsPayableBOY |
| Grants Payable EOY | 1292176 | GrantsPayableEOY |
| Other Liabilities BOY | 11130515 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 10490878 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 28263230 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 28260258 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1901837011 | UnrestrictedBOY |
| Unrestricted EOY | 1837003464 | UnrestrictedEOY |
| Total Net Assets BOY | 1901837011 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1837003464 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1930100241 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1865263722 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1901837011 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -64833547 | ExcessOfRevenueOverExpenses |
| Subtotal | 1837003464 | Subtotal |
| Total Net Assets Fund Balances EOY | 1837003464 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (49 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-ST | P | 1077396529 | 1076197675 | 1198854 | 1198854 |
| PUBLICLY TRADED SECURITIES-LT | P | 237796970 | 202480059 | 35316911 | 35316911 |
| ABRY ASF | P | 68682 | 68682 | 68682 | |
| AXIOM ASIA II | P | 5 | -5 | -5 | |
| CARLYLE PARTNERS | P | 788 | 788 | 788 | |
| CHARLESBANK VII | P | 1323 | -1323 | -1323 | |
| HORSLEY BRIDGE IX | P | 63552 | 63552 | 63552 | |
| HORSLEY BRIDGE INTL V | P | 1209 | 1209 | 1209 | |
| OAKTREE EURO FUND III | P | 109502 | 116690 | -7188 | -7188 |
| OCM OPPORTUNITIES VII | P | 24909 | 24909 | 24909 | |
| OCM OPPORTUNITIES VIIB | P | 31989 | 31989 | 31989 | |
| PRUDENTIAL PRISA III | P | 20223 | 18567 | 1656 | 1656 |
| SIGULER GUFF | P | 2928 | 2928 | 2928 | |
| STEPSTONE PIONEER (PARISH) | P | 53077 | 53077 | 53077 | |
| TCV VII | P | 277 | 277 | 277 | |
| TRUSTBRIDGE | P | 885 | -885 | -885 | |
| VIVO VENTURES | P | 33700 | 33700 | 33700 | |
| WAYZATA | P | 106543 | 106543 | 106543 | |
| ST SECTION 1256 GAINS/LOSSES FROM K-1S | P | 76208 | 76208 | 76208 | |
| ACTIC FUND 2 | P | 319000 | -319000 | -319000 | |
| AIG EURO II | P | 846 | 84749 | -83903 | -83903 |
| AXIOM ASIA II | P | 3611 | 3611 | 3611 | |
| CARLYLE PARTNERS | P | 421277 | 421277 | 421277 | |
| CHARLESBANK VII | P | 34161 | 34161 | 34161 | |
| CHARTERHOUSE IX | P | 559308 | 559308 | 559308 | |
| CVC EUROPEAN EQUITY | P | 826951 | 826951 | 826951 | |
| GS VINTAGE IV | P | 800644 | -800644 | -800644 | |
| GS VINTAGE V | P | 531414 | -531414 | -531414 | |
| HELLMAN & FRIEDMAN VI | P | 1468033 | 1468033 | 1468033 | |
| HORSLEY BRIDGE IX | P | 1050583 | 1050583 | 1050583 | |
| HORSLEY BRIDGE INTL V | P | 9691 | -9691 | -9691 | |
| INVESCO ASIA RE I | P | 225000 | -225000 | -225000 | |
| INVESCO ASIA REAL ESTATE II | P | 604831 | -604831 | -604831 | |
| JMI EQUITY FUND VI | P | 1096280 | 1096280 | 1096280 | |
| OAKTREE EURO FUND III | P | 17100 | 109502 | -92402 | -92402 |
| OAKTREE MEZZ | P | 644643 | 1289286 | -644643 | -644643 |
| OCM OPPORTUNITIES VII | P | 1003972 | 1003972 | 1003972 | |
| OCM OPPORTUNITIES VIIB | P | 1961938 | 1961938 | 1961938 | |
| ONSET II | P | 220 | 220 | 220 | |
| PATRON CAPITAL IV | P | 238072 | -238072 | -238072 | |
| PRUDENTIAL PRISA I | P | 797643 | 886969 | -89326 | -89326 |
| PRUDENTIAL PRISA II | P | 19353298 | 18753181 | 600117 | 600117 |
| PRUDENTIAL PRISA III | P | 9629995 | 6393711 | 3236284 | 3236284 |
| SIGULER GUFF | P | 79899 | 79899 | 79899 | |
| SPLITROCK II | P | 6264 | 6264 | 6264 | |
| STEPSTONE PIONEER (PARISH) | P | 500159 | 500159 | 500159 | |
| TCV VII | P | 475385 | 475385 | 475385 | |
| WAYZATA | P | 753343 | 753343 | 753343 | |
| LT SECTION 1256 GAINS/LOSSES FROM K-1S | P | 114312 | 114312 | 114312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 47525053 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1654971 | NetShortTermCapitalGainOrLoss |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qlfy Und Sect4940e For Reduced Tax | QlfyUndSect4940eForReducedTax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | X | ExemptOperatingFoundations |
| Date Of Ruling Letter | 1986-03-18 | DateOfRulingLetter |
| Investment Income Excise Tax NA | N/A | InvestmentIncomeExciseTaxNA |
| Subtotal | 0 | Subtotal |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | true | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | true | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | AL | StatesFiledWith |
| States Filed With | AK | StatesFiledWith |
| States Filed With | AZ | StatesFiledWith |
| States Filed With | CA | StatesFiledWith |
| States Filed With | CO | StatesFiledWith |
| States Filed With | DC | StatesFiledWith |
| States Filed With | AK | StatesFiledWith |
| States Filed With | FL | StatesFiledWith |
| States Filed With | GA | StatesFiledWith |
| States Filed With | HI | StatesFiledWith |
| States Filed With | ID | StatesFiledWith |
| States Filed With | IL | StatesFiledWith |
| States Filed With | IN | StatesFiledWith |
| States Filed With | KY | StatesFiledWith |
| States Filed With | LA | StatesFiledWith |
| States Filed With | ME | StatesFiledWith |
| States Filed With | MD | StatesFiledWith |
| States Filed With | MA | StatesFiledWith |
| States Filed With | MI | StatesFiledWith |
| States Filed With | MN | StatesFiledWith |
| States Filed With | MO | StatesFiledWith |
| States Filed With | NV | StatesFiledWith |
| States Filed With | NJ | StatesFiledWith |
| States Filed With | NY | StatesFiledWith |
| States Filed With | NC | StatesFiledWith |
| States Filed With | OH | StatesFiledWith |
| States Filed With | OR | StatesFiledWith |
| States Filed With | PA | StatesFiledWith |
| States Filed With | SC | StatesFiledWith |
| States Filed With | SD | StatesFiledWith |
| States Filed With | TX | StatesFiledWith |
| States Filed With | WA | StatesFiledWith |
| States Filed With | WV | StatesFiledWith |
| States Filed With | WY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | www.casey.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASEY FAMILY PROGRAMS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2062827300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | true | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc |
|---|---|---|---|---|---|---|---|
| Shelia Evans-Tranumn | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Chair | 24.0 | 174930 | |
| Joan B Poliak | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Vice Chair | 20.0 | 153083 | |
| Sharon McDaniel | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Treasurer | 18.0 | 153083 | |
| America Y Bracho | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Corp. Secretary | 14.0 | 153083 | |
| Gary R Severson | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Trustee | 16.0 | 88500 | |
| David Mills | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Trustee | 18.0 | 153083 | |
| Robert A Watt | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Trustee | 15.0 | 153083 | |
| Norman B Rice | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Trustee | 15.0 | 64585 | |
| William C Bell PhD | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | President and CEO | 40.0 | 746817 | 47400 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (5 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| JOSEPH A BOATENG | 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | CHIEF INV. OFFICER | 40.0 | 1104670 | 47400 | 0 |
| DAVID B SANDERS | 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP SYSTEMS IMPROVMT | 40.0 | 376702 | 47400 | 0 |
| CHRISTOPHER T YEBUAH | 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | MANGING DIRECTOR-INV | 40.0 | 362527 | 47400 | 0 |
| DAVID A DANIELSON | 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP OF ADMIN AND CFO | 40.0 | 356249 | 47400 | 0 |
| TIMOTHY R STARK | 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | DIRECTOR-INVESTMENTS | 40.0 | 329233 | 47400 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 358 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| EIM MANAGMENT INC | |||||
| 750 Lexington Ave 27th Floor | NEW YORK | NY | 10022 | INVESTMNT CONSULTANT | 1000000 |
| BNY-MELLON | |||||
| One Wall Street 32 Floor | NEW YORK | NY | 10277 | INVESTMENT CUSTODIAN | 872489 |
| BAILLIE GIFFORD | |||||
| 757 THIRD AVENUE 17TH FLOOR | NEW YORK | NY | 100172013 | INVESTMENT MANAGER | 678026 |
| ARROWSTREET | |||||
| 200 Clarendon Street 30th Floor | BOSTON | MA | 02116 | INVESTMENT MANAGER | 620791 |
| AIM CONSULTING GROUP LLC | |||||
| PO BOX 796 | SPOKANE | WA | 99210 | CONSULTING | 603217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 26 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CASEY FAMILY PROGRAMS WORKS WITH FOSTER, KINSHIP, AND ADOPTIVE PARENTS TO PROVIDE SAFE AND LOVING HOMES FOR CHILDREN IN ITS DIRECT CARE. THE FOUNDATION PROVIDES (CONT) | Description1 |
| Expenses1 | 110074262 | Expenses1 |
| Description2 | STRATEGIC CONSULTING AND TECHNICAL EXPERTISE TO STATES, COUNTIES, AND TRIBES TO IMPROVE SERVICE AND OUTCOMES FOR THE MORE THAN 400,000 CHILDREN IN FOSTER CARE. THE (CONT) | Description2 |
| Description3 | FOUNDATION RAISES PUBLIC AWARENESS OF FOSTER CARE AND PUBLISHES NON-PARTISAN RESEARCH ON A VARIETY OF CHILD WELFARE ISSUES. IT PARTNERS WITH COMMUNITY (CONT) | Description3 |
| Description4 | ORGANIZATIONS, ASSOCIATIONS, PHILANTHROPIES AND CORPORATIONS TO HELP BUILD BROAD-BASED SUPPORT FOR IMPROVING THE CHILD WELFARE SYSTEM. | Description4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1919512994 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 79126945 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1998639939 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1998639939 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 29979599 | CashDeemedCharitable |
| Net Noncharitable Assets | 1968660340 | NetNoncharitableAssets |
| Minimum Investment Return | 98433017 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 110074262 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 1689357 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 111763619 | QualifyingDistributions |
| Adj Qualifying Distributions | 111763619 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Applied To Year1 | 0 | AppliedToYear1 |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 1972-05-25 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 30497376 | CurrentYear |
| Year1 | 25782658 | Year1 |
| Year2 | 41815707 | Year2 |
| Year3 | 28278902 | Year3 |
| Total | 126374643 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 25922770 | CurrentYear |
| Year1 | 21915259 | Year1 |
| Year2 | 35543351 | Year2 |
| Year3 | 24037067 | Year3 |
| Total | 107418447 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 111763619 | CurrentYear |
| Year1 | 105339266 | Year1 |
| Year2 | 104698562 | Year2 |
| Year3 | 121023450 | Year3 |
| Total | 442824897 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 3528325 | CurrentYear |
| Year1 | 1836328 | Year1 |
| Year2 | 911450 | Year2 |
| Year3 | 678170 | Year3 |
| Total | 6954273 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 108235294 | CurrentYear |
| Year1 | 103502938 | Year1 |
| Year2 | 103787112 | Year2 |
| Year3 | 120345280 | Year3 |
| Total | 435870624 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Assets | TotalAssets |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 65622011 | CurrentYear |
| Year1 | 66917995 | Year1 |
| Year2 | 62879693 | Year2 |
| Year3 | 57559310 | Year3 |
| Total | 252979009 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (104 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALS Association Greater Philadelphia Chapter | |||||||
| 321 Norristown Road Suite 260 | AMBLER | PA | 19002 | N/A | 509(a)(1) | Memorial donation | $50 |
| American Civil Liberties Union of Washington | |||||||
| 901 Fifth Ave Suite 630 | SEATTLE | WA | 98164 | N/A | 509(a)(3) Type 1 | 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 | 509(a)(2) | 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 | 509(a)(1) | To help support the 2012 Annual conference and James A. Joseph Lecture & Awards Ceremony in Philadelphia on April 27-29, 2012. | $15,000 |
| Assoc of Black Foundation Executives | |||||||
| 333 7th Ave 13th Floor | NEW YORK | NY | 10001 | N/A | 509(a)(1) | To help organization to assess the capacity of 5 rural municipalities using a philanthropic lens to support application of Cities United. | $20,000 |
| Black Administrators in Child Welfare | |||||||
| 900 second Street NE Suite 202 | WASHINGTON | DC | 20002 | N/A | 509(a)(1) | To support the restucture of grantee's strategic work. | $50,000 |
| The Breakfast Group | |||||||
| PO Box 22056 | SEATTLE | WA | 98122 | N/A | 509(a)(2) | To support the 21st Tie-One-On Luncheon, a rite of passage for young men who have successfully participated in the Project Mister program. | $3,000 |
| Center for Children & Youth Justice | |||||||
| 615 2nd Ave Suite 275 | SEATTLE | WA | 98004 | N/A | 509(a)(1) | To support the Philanthropists Forum | $15,000 |
| Chapin Hall Center for Children | |||||||
| 1313 East 60th St | CHICAGO | IL | 60637 | N/A | 509(a)(1) | To help enable grantee to continue its work with the administration on Children, youth and Families | $28,100 |
| Child Welfare League of America Inc | |||||||
| 1726 M Street NW Suite 500 | WASHINGTON | DC | 20036 | N/A | 509(a)(1) | To support grantee's leadership work in child welfare work and to facilitate its continued mission related work and success. | $400,000 |
| Children Uniting Nations Inc | |||||||
| 6380 Wilshire Blvd Suite 1006 | LOS ANGELES | CA | 90048 | N/A | 509(a)(1) | To support National "Keeping the promise to our children" conference in Washington DC on July 19, 2012 | $25,000 |
| Congressional Black Caucus Foundation | |||||||
| 1720 Massachusetts Ave NW | WASHINGTON | DC | 20036 | N/A | 509(a)(1) | To Help Support the 42nd Annual Legislative conferance. | $25,000 |
| Congressional Coalition on Adoption Institute | |||||||
| 311 Massachusetts Ave NE | WASHINGTON | DC | 20002 | N/A | 509(a)(1) | To support the 2012 Angels in Adoption program to take place in Washington DC on Sept. 12, 2012. | $25,000 |
| Delta State University Alumni & Foundation | |||||||
| DSU Box 3104 | Cleveland | MS | 38733 | N/A | 509(a)(1) | To be a National Alumni Association Corporate sponsor. | $5,000 |
| District of Columbia Child & Family Svcs Agency | |||||||
| 400 6th ST SW | WASHINGTON | DC | 20024 | N/A | GOVT AGENCY | To help grantee to implement a child welfare initiative. | $55,940 |
| The District of Columbia Children's Advocacy Cente | |||||||
| 429 O Street NW | WASHINGTON | DC | 20001 | N/A | 509(a)(1) | To support the District of Colombia Children's Advocacy Center with the 18th Annual National Conference on Child Abuse and Neglect in Washington DC on April 16-20, 2012. | $30,000 |
| Divine Alternatives for Dads Services | |||||||
| 5709 Rainer Avenue South | SEATTLE | WA | 98118 | N/A | 509(a)(1) | To support D.A.D.S. achieve its mission of helping fathers to navigate barriers that separate them from their families and children. | $15,000 |
| Foundation for Early Learning | |||||||
| 615 - 2nd Ave Suite 525 | SEATTLE | WA | 98104 | N/A | 509(a)(1) | To support the Foundation for Early Learning and the 2012 Leadership Luncheon to support early education which will take place in Seattle on March 2,2012. | $5,000 |
| Grantmakers for Children Youth and Families Inc | |||||||
| 8757 Georgia Avenue 540 | Silver Springs | MD | 20910 | N/A | 509(a)(1) | To support 2012 Annual conference on Investing in Promising Futures for All in El Paso on Oct. 9-12, 2012. | $10,000 |
| Grantmakers for Children Youth and Families Inc | |||||||
| 8757 Georgia Avenue 540 | Silver Springs | MD | 20910 | N/A | 509(a)(1) | To assist the organization to increase its capacity building efforts. | $50,000 |
| Harvest of Hope Family Services Network Inc | |||||||
| 630 Franklin Blvd | SOMERSET | NJ | 08873 | N/A | 509(a)(1) | To Support the organization's efforts to recruit and train foster parents. | $2,500 |
| Independent Sector Membership | |||||||
| 1602 L Street NW | WASHINGTON | DC | 20036 | N/A | 509(a)(1) | To support the organization's emergency campaign to maintain the charitable deduction | $20,000 |
| King County Bar Foundation | |||||||
| 1200 Fifth Ave Ste 600 | SEATTLE | WA | 98101 | N/A | 509(a)(1) | To support pro bono programs and scholarships for minority law students. | $1,225 |
| National American Indian Court Judges Association | |||||||
| 3300 Arapahoe Ave Suite 206 | BOULDER | CO | 80202 | N/A | INDIAN TRIBE | To support the 2012 Annual Meeting and National Tribal Judicial conference in Prior Lake, MN on Oct. 17-19, 2012. | $53,060 |
| Native American Rights Fund | |||||||
| 1506 Broadway | BOULDER | CO | 80302 | N/A | 509(a)(1) | To provide support for grantee to create and maintain a website. | $50,000 |
| Open Arms Perinatal Services | |||||||
| 2524 16th Ave South Suite 207-A | SEATTLE | WA | 98144 | N/A | 509(a)(1) | To support the 2012 spring luncheon in Seattle on March 29, 2012. | $2,500 |
| Project WE Foundation Inc | |||||||
| 2110 Artesia Blvd Suite B-411 | Redondo Beach | CA | 90278 | N/A | 509(a)(1) | To support the organizations fundraising efforts with a challenge matching funds grant. | $30,000 |
| Robert F Kennedy Children's Action Corps | |||||||
| 11 Beacon Street Suite 820 | BOSTON | MA | 02108 | N/A | 509(a)(2) | To support the RFK Action Corps 2012 event "Embracing the Legacy" to be held on June 14, 2012. | $15,000 |
| Root Cause Institute | |||||||
| One Canal Park 3rd Floor | Cambridge | MA | 02141 | N/A | 509(a)(1) | To help support activities related to the Leadership Sustainability Institute. | $200,000 |
| Rosebud Sioux Tribe | |||||||
| 11 Legion Ave PO Box 430 | ROSEBUD | SD | 57570 | N/A | INDIAN TRIBE | To support the Tribe in assuming the rights to donated real and personal property | $5,000 |
| Seattle Central Community College | |||||||
| 1701 Broadway BE 4180 | SEATTLE | WA | 98122 | N/A | 509(a)(1) | To support SCCC's 2012 Annual Fundraising Event, BELIEVE!, to be held in Seattle on March 7, 2012. | $5,000 |
| Southeastern Council of Foundations | |||||||
| 50 Hurt Plaza Suite 350 | ATLANTA | GA | 30303 | N/A | 509(a)(1) | To Support the SECF Annual Meeting in Charleston, SC on November 7-9, 2012. | $5,000 |
| The Fund for Philadelphia Inc | |||||||
| Philadelphia City Hall Room 708 | Philadelphia | PA | 19107 | N/A | 509(a)(1) | To support the organizations mayoral gatherings in March and June of 2012. | $25,000 |
| Treehouse | |||||||
| 2100 - 24th Ave S Suite 200 | SEATTLE | WA | 98144 | N/A | 509(a)(1) | To support and pay for expenses in connection with the June Leonard Memorial Mini-Golf tournament on February 29,2012. | $5,000 |
| United Way | |||||||
| 720 Second Ave | SEATTLE | WA | 98104 | N/A | 509(a)(1) | To support the United Way's annual Day of Caring to take place in Seattle on September 16, 2012. | $10,000 |
| United Way | |||||||
| 720 Second Ave | SEATTLE | WA | 98104 | N/A | 509(a)(1) | To support the United Way's annual Breakfast to take place in Seattle on May 31, 2012. | $10,000 |
| United Way | |||||||
| 720 Second Ave | SEATTLE | WA | 98104 | N/A | 509(a)(1) | To support Phase I Youth/ young Adults Homelessness plan | $25,000 |
| University of Washington | |||||||
| School of Social Work PO Box 35490 | SEATTLE | WA | 98105 | N/A | GOVT AGENCY | To support the Third Annual Scholarship Breakfast in Seattle on March 13, 2012. | $5,000 |
| Wellspring Family Services King County | |||||||
| 1900 Rainier Ave South | SEATTLE | WA | 98144 | N/A | 509(a)(1) | To help fund clinical training and consultation throughout Grantee's Early Learning Center. | $30,000 |
| Year Up Inc | |||||||
| 93 Summer St 5th Fl | BOSTON | MA | 02110 | N/A | 509(a)(1) | 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 |
| YMCA | |||||||
| 1700 23rd Ave | SEATTLE | WA | 98122 | N/A | 509(a)(2) | To provide support for the YMCA's Learn, Achieve, Succeed Celebration of Education 2012 Luncheon, on May 23, 2012 in Seattle. | $2,500 |
| A Contemporary Theatre Inc | |||||||
| 700 Union St | Seattle | WA | 98101 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $150 |
| American Cancer Society | |||||||
| 728 134th Street SW Suite 101 | Everett | WA | 98024 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $100 |
| American Cancer Society | |||||||
| 4550 E Bell Rd Suite 126 | Phoenix | AZ | 85023 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $50 |
| American Friends of the Spafford Childrens Center | |||||||
| 2037 S Carrollton Ave | New Orleans | LA | 70118 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $250 |
| American Heart Association | |||||||
| 710 2nd Ave Suite 900 | Seattle | WA | 98104 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $100 |
| American National Red Cross | |||||||
| PO Box 37295 | Washington | DC | 20013 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $300 |
| Art with Heart | |||||||
| PO Box 94402 | Seattle | WA | 98124 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $150 |
| Atlantic Street Center | |||||||
| 2103 S Atlantic St | Seattle | WA | 98144 | N/A | 509(a)(1) | JEmployee Matching Gift - For General Operating Support | $200 |
| Bainbridge Schools Foundation | |||||||
| 8489 Madison Ave | Bainbridge Island | WA | 98110 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $500 |
| Ben Towne Pediatric Cancer Research Foundation | |||||||
| 4535 47th Ave NE | Seattle | WA | 98105 | N/A | 509(a)(1) | 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 | 509(a)(1) | Employee Matching Gift - For General Operating Support | $1,000 |
| Camping Network for Kiddos Inc | |||||||
| 9721 W Halstead Dr | Boise | ID | 83704 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $100 |
| Center for Children & Youth Justice | |||||||
| 615 2nd Ave Suite 275 | Seattle | WA | 98104 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $150 |
| Eastern Michigan University Foundation | |||||||
| PO Box 972057 | Ypsilanti | MI | 48197 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $250 |
| Foundation for Early Learning | |||||||
| 615 2nd Ave Suite 525 | Seattle | WA | 98144 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $150 |
| Friends of the NWAC | |||||||
| 15600 NE 8th St B1-711 | Bellevue | WA | 98008 | N/A | 509(a)(2) | Employee Matching Gift - For General Operating Support | $620 |
| Gift of Identity Fund | |||||||
| 4520 N Bartlett Ave | Shorewood | WI | 53211 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $75 |
| Harry Chapin Food Bank of Southwest Florida | |||||||
| 3760 Fowler St | Fort Meyers | FL | 33901 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $500 |
| Heifer Project International | |||||||
| 1 World Ave | Little Rock | AR | 72202 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $360 |
| Hope Events | |||||||
| 414 Waller St | Austin | TX | 78702 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $1,000 |
| Hyla Middle School | |||||||
| 7861 Bucklin Hill Rd NE | Bainbridge Island | WA | 98110 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $500 |
| Jewish Community Association of Austin | |||||||
| 7300 Hart Lane | Austin | TX | 78750 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $820 |
| King County Sexual Assault Resource Cent | |||||||
| 200 Mill Ave S Suite 10 | Renton | WA | 98057 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $300 |
| KUOW Puget Sound Public Radio | |||||||
| 4518 University Way 310 | Seattle | WA | 98105 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $350 |
| League of Women Voters of California Education Fun | |||||||
| 1107 9th Street Suite 300 | Sacramento | CA | 95814 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $444 |
| Lummi Island Heritage Trust | |||||||
| P O Box 158 | Lummi Island | WA | 98262 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $350 |
| Mercer Island - Eastside Orphans and Waifs | |||||||
| P O Box 58 | Kirkland | WA | 98083 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $50 |
| Mount Washington Observatory | |||||||
| PO Box 2310 | N Conway | NH | 03860 | N/A | 509(a)(2) | Employee Matching Gift - For General Operating Support | $63 |
| Millionair Club Inc | |||||||
| 2515 Western Ave | Seattle | WA | 98121 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $500 |
| Mockingbird Society | |||||||
| 2100 24th Ave Suite 240 | Seattle | WA | 98144 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $200 |
| Moisture Festival | |||||||
| PO Box 17484 | Seattle | WA | 98127 | N/A | 509(a)(2) | Employee Matching Gift - For General Operating Support | $100 |
| Mooreland Hill School | |||||||
| 166 Lincoln St | Kensington | CT | 06037 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $250 |
| North Texas Food Bank | |||||||
| 4500 S Cockrell Hill Rd | Dallas | TX | 75236 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $250 |
| Open Arms Perinatal Services | |||||||
| 2524 16th Ave South Suite 207-A | Seattle | WA | 98144 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $650 |
| Planned Parenthood Federation & America Inc | |||||||
| 434 W 33rd Street | NEW YORK | NY | 10001 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $250 |
| Planned Parenthood Of The Great Northwest | |||||||
| 2001 E Madison | Seattle | WA | 98122 | N/A | 509(a)(2) | Employee Matching Gift - For General Operating Support | $50 |
| Providence Health and Services Washington | |||||||
| 8201 10th Ave S 6 | Seattle | WA | 98108 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $250 |
| Robert F Kennedy Children's Action Corps | |||||||
| 11 Beacon Street Suite 820 | Boston | MA | 02108 | N/A | 509(a)(2) | Employee Matching Gift - For General Operating Support | $250 |
| Ruth Ellis Center Inc | |||||||
| 77 Victor Street | Highland Park | MT | 48203 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $365 |
| Seattle Central Community College | |||||||
| 1701 Broadway BE 4180 | Seattle | WA | 98122 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $650 |
| Seattle North APP PTA | |||||||
| 4509 Interlake Ave 101 | Seattle | WA | 98103 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $100 |
| Sightline Institute | |||||||
| 1402 3rd Ave Suite 500 | Seattle | WA | 98101 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $1,000 |
| St Francisville Chapter of the Baton Rouge Sympho | |||||||
| PO Box 289 | Wakefield | LA | 70784 | N/A | 509(a)(2) | Employee Matching Gift - For General Operating Support | $200 |
| St Paul School | |||||||
| 325 Pleasant St | Concord | NH | 03301 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $100 |
| Swedish Medical Center Foundation | |||||||
| 747 Broadway | Seattle | WA | 98122 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $100 |
| The Detroit Institute of Arts | |||||||
| 5200 Woodward Ave | Detroit | MI | 48202 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $385 |
| The Leukemia & Lymphoma Society Inc | |||||||
| 221 Main St Suite 1650 | San Francisco | CA | 94105 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $500 |
| The Leukemia & Lymphoma Society Inc WAAK Chapte | |||||||
| 123 NW 36th St 100 | Seattle | WA | 98107 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $500 |
| The 5th Avenue Theatre Association | |||||||
| 1308 5th Ave | Seattle | WA | 98101 | N/A | 509(a)(2) | Employee Matching Gift - For General Operating Support | $50 |
| Town Hall Association | |||||||
| 1119 8th Ave | Seattle | WA | 98101 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $1,000 |
| Treehouse | |||||||
| 2100 - 24th Ave S Suite 200 | Seattle | WA | 98144 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $2,996 |
| United Way | |||||||
| 720 Second Ave | Seattle | WA | 98104 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $4,705 |
| University of Washington Foundation | |||||||
| Box 359505 | Seattle | WA | 98195 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $100 |
| Washington Women's Foundation | |||||||
| 2100 24th Ave Suite 330 | Seattle | WA | 98144 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $1,000 |
| Windsor Boys and Girls Club Inc | |||||||
| PO Box 7464 | Santa Rosa | CA | 95407 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $50 |
| Women of Power International | |||||||
| 460 S Country Club Dr | Mesa | AZ | 85210 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $1,000 |
| World Vision Inc | |||||||
| P O Box 9716 | Federal Way | WA | 98063 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $2,000 |
| Wounded Warrior Project Inc | |||||||
| 4899 Belfort Rd Suite 300 | Jacksonville | FL | 32256 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $250 |
| YouthCare | |||||||
| 2500 NE 54th St | Seattle | WA | 98105 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $150 |
| YWCA of King & Snohomish County | |||||||
| 1118 5th Ave | Seattle | WA | 98101 | N/A | 509(a)(2) | Employee Matching Gift - For General Operating Support | $100 |
| Goodwill | |||||||
| 612 W 17th Street | Cheyenne | WY | 82001 | N/A | 509(a)(1) | Donation of Car | $3,017 |
| Rosebud Sioux Indian Tribe | |||||||
| 11 Legion Ave PO Box 430 | Rosebud | SD | 57570 | N/A | INDIAN TRIBE | Donation of land, building and personal property associated with the Casey Family Programs building at Highway E18, Rosebud SD. | $1,690,000 |
| Youth Uprising | |||||||
| 8711 MacArthur Blvd | Oakland | CA | 94605 | N/A | 509(a)(1) | To help support hosting the welcome reception for the incoming Director of Alameda Social Services Agency. | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3528325 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Oglala Sioux Tribe | |||||||
| PO Box 2070 | Pine Ridge | SD | 57770 | N/A | Indian Tribe | Donation of building and personal property associated with the Casey Family Programs building at Highway E18, Mision, SD. | $1,285,000 |
| Beginning Child Care | |||||||
| 1821 15th Ave | Seattle | WA | 98122 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $100 |
| Denver Indian Family Resource Center | |||||||
| 4407 Morrison Rd 100 | DENVER | CO | 80219 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $650 |
| FareStart | |||||||
| 700 Virginia St | Seattle | WA | 98101 | N/A | 509(a)(2) | Employee Matching Gift - For General Operating Support | $100 |
| Greater Baton Rouge Food Bank | |||||||
| 5546 Choctow Dr | Baton Rouge | LA | 70805 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $100 |
| Lewiston Library Foundation | |||||||
| PO Box 1055 | LewiSton | ID | 83501 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $150 |
| Mercy Corps | |||||||
| 45 SW Ankeny St | Portland | OR | 97204 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $250 |
| Rhode Island State Grange Foundation | |||||||
| 120 Wilson Ave | Rumford | RI | 02916 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $250 |
| Sacred Heart Community Service | |||||||
| 13815 First St | San Jose | CA | 95110 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $250 |
| Seattle's Union Gospel Mission | |||||||
| PO Box 202 | SEATTLE | WA | 98111 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $100 |
| Spay Baton Rouge | |||||||
| PO Box 82638 | Baton Rouge | LA | 70884 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $100 |
| Treehouse | |||||||
| 2100 - 24th Ave S Suite 200 | SEATTLE | WA | 98144 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $200 |
| United Way | |||||||
| 720 Second Ave | SEATTLE | WA | 98104 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $3,566 |
| Wellspring Famiy Services | |||||||
| 1900 Rainier Ave South | SEATTLE | WA | 98144 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $500 |
| World Vision Inc | |||||||
| P O Box 9716 | Federal Way | WA | 98063 | N/A | 509(a)(1) | Employee Matching Gift - For General Operating Support | $300 |
| Yakima Symphony Orchestra | |||||||
| 32 North 3rd St 333 | Yakima | WA | 98901 | N/A | 509(a)(2) | Employee Matching Gift - For General Operating Support | $560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 1292176 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,350 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25,741,570 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $24,931,010 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| MISC. INCOME | 15423 | ||||
| INCOME FROM PRIVATE EQUITY PARTNERSHIPS | 900099 | $43,694 | 14 | $7,525,478 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $43,694 | UnrelatedBusinessIncomeAmount |
| Exclusion | $58,201,408 | ExclusionAmount |
| Related Or Exempt Function Income | 15423 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 58260525 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumber |
| 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. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (6 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | Alameda County Social Services | 24100 Amador Street | Hayward | CA | 94544 | 144180 | X |
| 2 | Idaho State Controller | PO Box 83720 | Boise | ID | 83720 | 113167 | X |
| 3 | San Diego Health and Human Services | 1700 Pacific Highway | San Diego | CA | 92101 | 299292 | X |
| 4 | State of Arizona - Childs | PO Box 6123 | Phoenix | AZ | 85005 | 166315 | X |
| 5 | WA Dept Social Health Services | PO Box 45845 | Olympia | WA | 98504 | 200386 | X |
| 6 | ANNE V WASILY UNITRUST | 1211 Avenue of the Americas | NEW YORK | NY | 10036 | 1400000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| ERNST & YOUNG LLP | $153,746 | 23062 | 23062 | 130684 |
| JACOBSON JARVIS & CO. PLLC | $7,785 | 7785 | ||
| JESSE THOMAS GRAYSTON, CPA | $34,133 | 13653 | 13653 | 20480 |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (5 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | Prior Years DepreciationPriorYearsDepreciation | LifeLife | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|---|
| LAND | 2000-01-01 | 4360513 | L | |||
| BUILDING | 2000-01-01 | 22015268 | SL | 6202285 | 27 | 798813 |
| FURNITURE AND FIXT | 2000-01-01 | 9501866 | SL | 5922131 | 7 | 960557 |
| AUTOMOBILES | 2000-01-01 | 493497 | SL | 448184 | 7 | 29068 |
| LEASEHOLD IMPLOVEM | 2000-01-01 | 11726734 | SL | 1246142 | 15 | 1081051 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION FOR LINE 9 INCOME MODIFICATIONS | Identifier |
| Return Reference | PAGE 1 PART 1 LINE 9 | ReturnReference |
| Explanation | Casey made a donation of property of $2,053,181 and received reimbursment of expenses of $161,634 for a total of $2,214,815. | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE BONDS | 226815698 | 248813314 |
| SEE ATTACHMENTS FOR DETAIL |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COMMON AND PREFFERED STOCK | 977684947 | 1139541164 |
| SEE ATTACHMENTS FOR DETAIL |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 109191046 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 112649549 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| OTHER INVESTMENTS | AT COST | 441116703 | 454122478 |
| SEE ATTACHMENTS FOR DETAIL |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (5 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Book ValueBookValue | Accumulated DepreciationAccumulatedDepreciation |
|---|---|---|---|
| LAND | 4360513 | 4360513 | |
| BUILDING | 22015268 | 15014170 | 7001098 |
| FURNITURE AND FIXT | 9501866 | 2619178 | 6882688 |
| AUTOMOBILES | 493497 | 16245 | 477252 |
| LEASEHOLD IMPLOVEM | 11726734 | 9399541 | 2327193 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (6 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|
| CAPLIN & DRYSDALE | $17,973 | 17973 | ||
| DAVIS & GILBERT LLP | $13,525 | 13525 | ||
| LITTLER MENDELSON FASTIFF | $31,774 | 31774 | ||
| STOEL RIVES LLP | $386,868 | 215949 | 170919 | 170919 |
| VARIOUS ATTORNEYS AND COSTS | $32,507 | 32507 | ||
| ZIONTZ,CHESTNUT,VARNELL,BER | $21,852 | 21852 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (6 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MISC. RECEIVABLE | 502880 | 439876 | 439876 |
| INTEREST AND DIVIDENDS RECEIVA | 2237462 | 1862099 | 1862099 |
| CONSTRUCTION IN PROGRESS | 123062 | 16805 | 16805 |
| DEPOSITS | 62991 | 66398 | 66398 |
| OTHER NON CURRENT ASSETS | 250005 | 162746 | 162746 |
| 457F DEFERRED COMP PLAN | 449758 | 675005 | 675005 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (23 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|
| YOUTH AND FAMILY SUPPORT SERVI | 35203015 | 35203015 | ||
| ADVERTISING AND PROMOTION | 82137 | 82137 | ||
| AUTOMOBILE EXPENSE | 95536 | 95536 | ||
| BANK FEES | 38870 | 38870 | ||
| BOT DEFERRED GAINS | 24097 | 24097 | ||
| COMMUNICATIONS | 623786 | 623786 | ||
| DATA PROCESSING | 52610 | 52610 | ||
| DUES AND MEMBERSHIPS | 308509 | 308509 | ||
| EQUIPMENT RENTAL/LEASE | 487952 | 487952 | ||
| LIABILITY INSURANCE | 701465 | 701465 | ||
| MISCELLANEOUS | 2225 | 2225 | ||
| MOVING EXPENSE | 62132 | 62132 | ||
| OFFICE SUPPLIES | 440330 | 440330 | ||
| POSTAGE | 202834 | 202834 | ||
| RECRUITMENT EXPENSES | 122328 | 122328 | ||
| REPAIRS & MAINTENANCE | 695647 | 695647 | ||
| SOFTWARE & FIXED ASSETS <$1000 | 1297657 | 1297657 | ||
| STAFF TRAINING AND DEVELOPMENT | 482104 | 482104 | ||
| TEMPORARY HELP | 553765 | 553765 | ||
| EXP. ALLOCATION TO INV. INCOME | -944663 | 944663 | 944663 | |
| ACCRUAL TO CASH ADJUSTMENT | 1759451 | |||
| INV. EXPENSES FROM K-1 | 7634438 | 7634438 | ||
| LESS 50% MEALS DISALLOWED | -134076 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| MISC. INCOME | 15423 | 13646 | 15423 |
| INCOME FROM PRIVATE EQUITY PARTNERSHIPS | 7569172 | 6036872 | 6036872 |
| OTHER INCOME FROM K-1s | 950297 | 993991 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| BOT DEFERRED INCOME & INTEREST | 1132845 | 1098516 |
| DEFERRED RENT | 2573783 | 2823803 |
| DEFFERED LEASE INCENTIVE | 6920611 | 6129684 |
| INSURANCE CLAIM RESERVE | 500600 | 435000 |
| UNCLAIMED PROPERTY | 2676 | 2176 |
| TDA LOANS | 1699 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (39 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| ALTRINSIC | $450,421 | 450421 | 450421 | |
| ARBOR CAPITAL | $576,855 | 576855 | 576855 | |
| ARROWSTREET | $620,791 | 620791 | 620791 | |
| BNY MELLON | $872,489 | 872489 | 872489 | |
| BAILLIE GIFFORD | $678,026 | 678026 | 678026 | |
| BGI | $131,231 | 131231 | 131231 | |
| DELAWARE | $349,611 | 349611 | 349611 | |
| DODGE & COX | $166,277 | 166277 | 166277 | |
| EIM MANAGEMENT INC. | $1,000,000 | 1000000 | 1000000 | |
| HEWITT ENNISKNUPP, INC | $340,000 | 340000 | 340000 | |
| GLENROCK CAPITAL ADVISERS, LLC | $350,000 | 350000 | 350000 | |
| GOLDMAN SACHS | $330,752 | 330752 | 330752 | |
| INSTSHAREHOLDERS | $77,000 | 77000 | 77000 | |
| ORG PORTFOLIO MANAGEMENT, LLC | $160,896 | 160896 | 160896 | |
| OTHERS | $606,181 | 26513 | 26513 | 579668 |
| PIMCO | $390,151 | 390151 | 390151 | |
| PORTFOLIO MANAGEMENT TECHNOLOG | $44,000 | 44000 | 44000 | |
| STEINBERG US | $516,119 | 516119 | 516119 | |
| ARTHUR J GALLAGHER & CO. OF WA | $95,000 | 95000 | ||
| AFFIRMA CONSULTING | $46,020 | 46020 | ||
| AIM CONSULTING GROUP, LLC | $603,217 | 603217 | ||
| ALEX FRYER | $148,137 | 148137 | ||
| AON CONSULTING, INC. | $65,000 | 65000 | ||
| APCO WORLDWIDE, INC. | $102,529 | 102529 | ||
| APPIPHONY, LLC | $38,600 | 38600 | ||
| BLINK INTERACTIVE, INC. | $37,500 | 37500 | ||
| BT AMERICAS, INC. | $71,360 | 71360 | ||
| BULLETIN NEWS NETWORK, INC. | $44,831 | 44831 | ||
| DENALI ADVANCED INTEGRATION | $117,125 | 117125 | ||
| FACE TO FACE INTEGRATED TECH | $124,204 | 124204 | ||
| FRESH CONSULTING, LLC | $105,000 | 105000 | ||
| G.A. JONES & ASSOCIATES, INC. | $56,375 | 56375 | ||
| KORN FERRY INTERNATIONAL | $117,747 | 117747 | ||
| MURPHY & ASSOCIATES, INC. | $56,280 | 56280 | ||
| ORANGEBELLY DESIGN | $38,790 | 38790 | ||
| RED JET FILMS, LLC | $57,474 | 57474 | ||
| RESYNC, INC. | $57,301 | 57301 | ||
| SAGE INFORMATION TECHNOLOGY | $359,029 | 359029 | ||
| LESS 50% MEALS DISALLOWED | -46867 |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|
| LICENSING | $5,828 | 5828 | ||
| PROPERTY TAXES | $10,933 | 10933 | ||
| EXCISE AND B & O TAXES | $4,324 | 4324 | ||
| UNRELATED BUSINESS INCOME TAX | $9,424 | 9424 | 9424 | |
| FOREIGN TAXES FROM K-1'S | 357800 | 357800 |
Comments