CASEY FAMILY PROGRAMS: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CASEY FAMILY PROGRAMS (EIN 91-0793881)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201213199349101206
- Schema version
- 2011v1.3
- 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 | 2012-11-14T15:44:35-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 |
| 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 | 2011-11-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 1963379949 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3228549 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1203 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1203 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 1203 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 31044914 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 39337820 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 39337820 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 15859302 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1527997815 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 48934766 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 6388491 | NetSTCGAdjNetIncm |
| Income Modifications Adj Net Incm | 60513 | IncomeModificationsAdjNetIncm |
| Other Income Rev And Expnss | 3027670 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 273898 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | -463098 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 53161638 | TotalRevenueAndExpenses |
| Total Net Investment Income | 88547687 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 45324929 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 1716597 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 150322 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 150322 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1566275 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 39583824 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 2594802 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 2594802 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 36399981 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 12520163 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 364047 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 364047 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 12247859 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 518554 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 173950 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 173950 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 344604 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 222701 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 33804 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 33804 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 188897 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 8501416 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6656058 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 6656058 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1823781 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 26015 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 387298 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 387298 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 21713 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 2892204 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 4056555 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 189994 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 189994 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 1765327 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 4211332 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 43316 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 43316 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3827011 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 382453 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 382453 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 41293688 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8948680 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 8948680 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 43150289 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 115925502 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 19542271 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 19542271 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 101718190 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1637828 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1836328 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 117563330 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 19542271 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 19542271 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 103554518 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -64401692 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 69005416 | NetInvestmentIncome |
| Adjusted Net Income | 25782658 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8319216 | CashBOY |
| Cash EOY | 8287190 | CashEOY |
| Cash EOYFMV | 8287190 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 101371879 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 65112025 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 65153869 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 1015904 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 1146116 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1146116 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 134875636 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 99231608 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 103954102 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1137217215 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1016504797 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1039736589 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 287092668 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 221032060 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 234505635 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 286707639 | InvestmentsOtherBOY |
| Investments Other EOY | 481004998 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 476322021 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 49443224 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 15287935 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 35657921 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 34155289 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 30648269 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 3860055 | OtherAssetsBOY |
| Other Assets EOY | 3626158 | OtherAssetsEOY |
| Other Assets EOYFMV | 3626158 | OtherAssetsEOYFMV |
| Total Assets BOY | 1996118133 | TotalAssetsBOY |
| Total Assets EOY | 1930100241 | TotalAssetsEOY |
| Total Assets EOYFMV | 1963379949 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 20028786 | AccountsPayableBOY |
| Accounts Payable EOY | 17131215 | AccountsPayableEOY |
| Grants Payable EOY | 1500 | GrantsPayableEOY |
| Other Liabilities BOY | 9850644 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 11130515 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 29879430 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 28263230 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1966238703 | UnrestrictedBOY |
| Unrestricted EOY | 1901837011 | UnrestrictedEOY |
| Total Net Assets BOY | 1966238703 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1901837011 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1996118133 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1930100241 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1966238703 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -64401692 | ExcessOfRevenueOverExpenses |
| Subtotal | 1901837011 | Subtotal |
| Total Net Assets Fund Balances EOY | 1901837011 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (47 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 | 1125820018 | 1120048598 | 5771420 | 5771420 |
| PUBLICLY TRADED SECURITIES-LT | P | 235017451 | 185500412 | 49517039 | 49517039 |
| ABRY ASF | P | 930 | 930 | 930 | |
| AXIOM ASIA II | P | 9887 | 9887 | 9887 | |
| CARLYLE PARTNERS | P | 184265 | 184265 | 184265 | |
| CHARLESBANK VII | P | 15242 | -15242 | -15242 | |
| CVC EUROPEAN EQUITY | P | 9448 | 9448 | 9448 | |
| HORSLEY BRIDGE IX | P | 5778 | 5778 | 5778 | |
| HORSLEY BRIDGE INTL V | P | 69 | 69 | 69 | |
| OCM OPPORTUNITIES VII | P | 89054 | 89054 | 89054 | |
| OCM OPPORTUNITIES VIIB | P | 133291 | 133291 | 133291 | |
| SIGULER GUFF | P | 4042 | -4042 | -4042 | |
| WAYZATA | P | 201064 | 201064 | 201064 | |
| SECTION 1256 GAINS/LOSSES FROM K-1 ST | P | 10807 | -10807 | -10807 | |
| ACTIC FUND 2 | P | 351000 | -351000 | -351000 | |
| AIG ASIA REAL ESTATE | P | 245479 | -245479 | -245479 | |
| AIG EURO II | P | 218472 | -218472 | -218472 | |
| AXIOM ASIA II | P | 65475 | 65475 | 65475 | |
| CARLYLE PARTNERS | P | 807711 | 807711 | 807711 | |
| CHARLESBANK VII | P | 263994 | 263994 | 263994 | |
| CHARTERHOUSE IX | P | 4836 | 26578 | -21742 | -21742 |
| CVC EUROPEAN EQUITY | P | 290783 | 290783 | 290783 | |
| GS VINTAGE IV | P | 314715 | -314715 | -314715 | |
| GS VINTAGE V | P | 20783 | 265753 | -244970 | -244970 |
| HELLMAN & FRIEDMAN VI | P | 128142 | 128142 | 128142 | |
| HORSLEY BRIDGE IX | P | 233132 | 233132 | 233132 | |
| HORSLEY BRIDGE INTL V | P | 8100 | 8100 | 8100 | |
| INVESCO ASIA RE I | P | 225000 | -225000 | -225000 | |
| INVESCO ASIA REAL ESTATE II | P | 1258538 | 1258538 | 1258538 | |
| INVESCO CORE REAL ESTATE | P | ||||
| INVESCO CORE REAL ESTATE II | P | ||||
| JORDAN- RESOLUTE II | P | 2 | -2 | -2 | |
| OAKTREE EURO FUND III | P | 5528 | -5528 | -5528 | |
| OAKTREE MEZZ | P | 555278 | -555278 | -555278 | |
| OCM OPPORTUNITIES VII | P | 141363 | 141363 | 141363 | |
| OCM OPPORTUNITIES VIIB | P | 458663 | 458663 | 458663 | |
| ONSET II | P | 2258 | 2258 | 2258 | |
| PRUDENTIAL PRISA I | P | 11261777 | 11372847 | -111070 | -111070 |
| PRUDENTIAL PRISA II | P | 808915 | 1021423 | -212508 | -212508 |
| PRUDENTIAL PRISA III | P | 15791457 | 25498627 | -9707170 | -9707170 |
| SIGULER GUFF | P | 159293 | 159293 | 159293 | |
| SPLITROCK II | P | 474643 | 474643 | 474643 | |
| STEPSTONE PIONEER (PARISH) | P | 483141 | 483141 | 483141 | |
| TCV VII | P | 24603 | 24603 | 24603 | |
| WAYZATA | P | 458541 | 458541 | 458541 | |
| SECTION 1256 GAINS/LOSSES FROM K-1 LT | P | 16210 | -16210 | -16210 | |
| STEPSTONE PIONEER (PARISH) | P | 13639 | 263 | 13376 | 13376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 48934766 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 6388491 | 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 (8 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 | 27.0 | 156291 | |
| Joan B Poliak | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Vice Chair | 21.0 | 142860 | |
| Sharon McDaniel | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Treasurer | 23.0 | 142849 | |
| America Y Bracho | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Corp. Secretary | 17.0 | 142870 | |
| Gary R Severson | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Trustee | 16.0 | 150070 | |
| David Mills | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Trustee | 28.0 | 142887 | |
| Robert A Watt | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | Trustee | 16.0 | 142849 | |
| William C Bell PhD | |||||||
| 2001 Eighth Ave Suite 2700 | Seattle | WA | 981212641 | President and CEO | 40.0 | 695921 | 45750 |
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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH A BOATENG | 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | CHIEF INV. OFFICER | 40.0 | 1032472 | 45750 |
| DAVID A DANIELSON | 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP OF ADMIN AND CFO | 40.0 | 380947 | 45750 |
| DAVID B SANDERS | 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP SYSTEMS IMPROVMT | 40.0 | 357119 | 45750 |
| ALEXANDRA MCKAY | 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP CHIEF COUNSEL | 40.0 | 295530 | 45750 |
| LAURA SAGAN | 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP HR & COMM | 40.0 | 277351 | 45750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 344 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| BNY-MELLON | |||||
| ONE WALL STREET 32 FLOOR | NEW YORK | NY | 10277 | INVESTMENT CUSTODIAN | 813208 |
| BAILLIE GIFFORD | |||||
| 757 THIRD AVENUE 17TH FLOOR | NEW YORK | NY | 10017 | INVESTMENT MANAGER | 758323 |
| EIM MANAGMENT INC | |||||
| 750 Lexington Ave 27th Floor | NEW YORK | NY | 10022 | INVESTMNT CONSULTANT | 729167 |
| ARBOR CAPITAL | |||||
| 100 CORPORATE PARKWAY SUITE 136 | AMHERST | NY | 14226 | INVESTMENT MANAGER | 670818 |
| ARROWSTREET | |||||
| 200 Clarendon Street 30th Floor | BOSTON | MA | 02116 | INVESTMENT MANAGER | 595091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 25 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CASEY FAMILY PROGRAMS PROVIDES AND IMPROVES - AND ULTIMATELY PREVENTS THE NEED FOR - FOSTER CARE. | Description1 |
| Expenses1 | 103554518 | Expenses1 |
| 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 | 1934114111 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 103997423 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2038111534 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2038111534 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 30571673 | CashDeemedCharitable |
| Net Noncharitable Assets | 2007539861 | NetNoncharitableAssets |
| Minimum Investment Return | 100376993 | 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 | 103554518 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 1784748 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 105339266 | QualifyingDistributions |
| Adj Qualifying Distributions | 105339266 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| 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 | 25782658 | CurrentYear |
| Year1 | 41815707 | Year1 |
| Year2 | 28278902 | Year2 |
| Year3 | 67412550 | Year3 |
| Total | 163289817 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 21915259 | CurrentYear |
| Year1 | 35543351 | Year1 |
| Year2 | 24037067 | Year2 |
| Year3 | 57300668 | Year3 |
| Total | 138796345 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 105339266 | CurrentYear |
| Year1 | 104698562 | Year1 |
| Year2 | 121023450 | Year2 |
| Year3 | 133680141 | Year3 |
| Total | 464741419 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1836328 | CurrentYear |
| Year1 | 911450 | Year1 |
| Year2 | 678170 | Year2 |
| Year3 | 2304282 | Year3 |
| Total | 5730230 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 103502938 | CurrentYear |
| Year1 | 103787112 | Year1 |
| Year2 | 120345280 | Year2 |
| Year3 | 131375859 | Year3 |
| Total | 459011189 | 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 | 66917995 | CurrentYear |
| Year1 | 62879693 | Year1 |
| Year2 | 57559310 | Year2 |
| Year3 | 73830745 | Year3 |
| Total | 261187743 | 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 (53 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| California Youth Connection | ||||||||
| 604 Mission Street | San Francisco | CA | 94105 | N/A | 509(a)(2) | To support and pay expenses associated with the Jan 21, 2011 "Day at the Capital" conference and the Aug. 31, 2011 Leadership and Policy conference. | $30,000 | |
| City Year Inc Seattle Branch | ||||||||
| 2203 23rd Ave S Suite 101 | Seattle | WA | 98114 | N/A | 509(a)(1) | To support City Year's Ripples of Hope 8th Annual Gala in Seattle on April 27, 2011. | $10,000 | |
| 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 2011 Leadership Luncheon to support early education which will take place in Seattle on March 18,2011. | $5,000 | |
| Grantmakers for Children Youth & Families | ||||||||
| 8757 Georgia Avenue | Silver springs | MD | 20910 | N/A | 509(a)(1) | To support 2011 Annual conference on What Counts and What Works: People, Practice and Policy in San Francisco on Sept. 11-14, 2011. | $10,000 | |
| King County Bar Foundation | ||||||||
| 1200 fifth Ave suite 600 | Seattle | WA | 98101 | N/A | 509(a)(1) | To support pro bono programs and scholarships for minority law students. | $150 | |
| American Civil Liberties Union Washington Endowmen | ||||||||
| 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 on Nov. 4, 2011. | $5,000 | |
| Childrens United 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 28, 2011. | $25,000 | |
| National Association of Social Workers (NASW) Foun | ||||||||
| 750 first Street NE Suite 700 | Washington | DC | 20002 | N/A | 509(a)(3) TYPE 1 | To help NASW to provide additional resources to enable the Foundation to provide education and subject matter expertise regarding child welfare services and programs. | $150,000 | |
| One Church One Child of Illinois | ||||||||
| 431 S Dearborn Suite 1103 | Chicago | IL | 60605 | N/A | 509(a)(1) | To support "An Evening with Judge Joe Brown" event in Chicago on Oct. 14, 2011. | $2,500 | |
| Project WE Foundation Inc | ||||||||
| 2110 Artesia Blvd Suite B-411 | Redondo Beach | CA | 90278 | N/A | 509(a)(1) | To support Project WE's 2011 2nd Annual Blue ribbon Affair in Las Vegas on June 25,2011. | $10,000 | |
| Senior Services of Seattle King County | ||||||||
| 2208 2nd Ave Suite 100 | Seattle | WA | 98121 | N/A | 509(a)(1) | To support Senior Services and their 2011 event | $700 | |
| Sicangu Child & Family Services | ||||||||
| East Highway 18/SGU Campus | Mission | SD | 57555 | N/A | Indian Tribe | To help in establishing long term sustainability and improve programs with the ultimate goal of moving youth in RST's tribal child welfare system to legal permanence | $50,000 | P O Box 1047 |
| Assoc of Black Foundation Executives | ||||||||
| 55 Exchange Place | New York | NY | 10555 | N/A | 509(a)(1) | The purpose of this grant is to generate clusters of information around broad issues that currently influence and distress Black families and communities, and in doing so identify potential philanthropic action that will support transformation in Black communities. | $50,000 | |
| Assoc of Black Foundation Executives | ||||||||
| 55 Exchange Place | New York | NY | 10555 | N/A | 509(a)(1) | To help support the 2011 Annual conference and James A. Joseph Lecture & Awards Ceremony in Philadelphia on April 8-10, 2011. | $15,000 | |
| Black Administrators in Child Welfare | ||||||||
| 900 second Street NE Suite 202 | Washington | DC | 20002 | N/A | 509(a)(1) | To support BACW's 2011 Black administrators in child welfare conference in Philadelphia on May 15-17, 2011. | $10,000 | |
| Center for Children & Youth Justice | ||||||||
| 615 2nd Ave Suite 275 | Seattle | WA | 98104 | N/A | 509(a)(1) | To support the Philanthropists Forum | $10,000 | |
| Central Area Senior Center | ||||||||
| 500 30th Avenue South | Seattle | WA | 98144 | N/A | 509(a)(1) | To be used for kinship family support, (food clothing Christmas gifts), to kinship caregivers in King County. | $7,500 | |
| Chapin Hall Center for Children | ||||||||
| 1313 East 60th St | Chicago | IL | 60637 | N/A | 509(a)(1) | To help enroll Nebraska in Chapin Hall's Center for State Foster Care and Adoption Data and to facilitate Chapin Hall providing technical assistance to Nebraska with regards to the Data Center. | $30,000 | |
| Children's Alliance | ||||||||
| 718 6th Avenue South | Seattle | WA | 98104 | N/A | 509(a)(1) | To support the children's Alliance 2011 Voices for Children Awards Luncheon in Seattle on June 7, 2011. | $2,500 | |
| City Year Inc Seattle Branch | ||||||||
| 2203 23rd Ave S Suite 101 | SEATTLE | WA | 98115 | N/A | 509(a)(1) | To help support City Year's program to improve educational outcomes for youth in formal foster care and kinship care in 6 elementary and middle schools in Seattle. | $30,000 | |
| Congressional Black Caucus Foundation | ||||||||
| 1720 Massachusetts Ave NW | Washington | DC | 20036 | N/A | 509(a)(1) | To Help Support the 2011 Faith Leadership Roundtable in Washington D.C. on Sept. 21,2011. | $25,000 | |
| Every Child Matters Education Fund | ||||||||
| 1023 15th Street NW Suite 401 | Washington | DC | 20005 | N/A | 509(a)(1) | To support the 2011 Awards Reception in Washington D.C. on Nov. 10, 2011. | $10,000 | |
| Foster Care Alumni of America | ||||||||
| 901 N Washington St | Alexandria | VA | 22314 | N/A | 509(a)(1) | To help FCAA to extend its reach to more young people and alumni elevate their voices and connect them to opportunities and recourses and improve outcomes. | $135,000 | |
| Foster Promise | ||||||||
| 600 N 36th St Ste 317 | SEATTLE | WA | 98103 | N/A | 509(a)(1) | To help support Foster Promise's permanency planning and hiring of a CEO. | $25,000 | |
| Grantmakers for Effective Organizations | ||||||||
| 1725 DeSales Street NW Suite 404 | Washington | DC | 20036 | N/A | 509(a)(1) | To help support the GEO's 2012 National Conference: "Smarter Grantmaking, Stronger Nonprofits, Better Results" in Seattle on March 12-14, 2012. | $10,000 | |
| Lakota Oyate Wakanyeja Owicakiyapi | ||||||||
| PO Box 259 | Pine Ridge | SD | 57770 | N/A | Indian Tribe | For use in completing several work efforts including the Family Group Decision Making pilot, the Lakota Family Preservation Model of Practice, the Child Welfare Training Institute, sustainability planning, and culturally relevant and updated practice standards. | $50,000 | |
| Missouri Juvenile Justice Association | ||||||||
| PO Box 1332 | Jefferson City | MO | 65102 | N/A | 509(a)(2) | To support the Fall Educational Conference on Oct. 26-28, 2011 and the Casey sponsored workshop "Improving Outcomes for Youth that Crossover between Juvenile Justice and Child Welfare." | $2,475 | |
| Mockingbird Society | ||||||||
| 2100 24th Avenue South Suite 240 | SEATTLE | WA | 98144 | N/A | 509(a)(1) | To help support the 10th annual Benefit Luncheon on a Decade of Advocacy/ A Lifetime of Change in Seattle on Oct. 20,2011. | $2,500 | |
| National Association of Black Journalists | ||||||||
| 1100 Knight Hall Suite 3100 | Collage Park | MD | 20742 | N/A | 509(a)(1) | To support the Annual Convention and Career Fair: The Power of Now, Claiming your Destiny in Philadelphia on August 3-7, 2011. | $35,000 | |
| National Association of Hispanic Journalists | ||||||||
| 1000 National Press Bldg 529 - 14t | Washington | DC | 20045 | N/A | 509(a)(2) | To support the 29th Annual Multimedia Convention and Career Expo in Orlando, FL on June 15-18, 2011. | $15,000 | |
| National Association of Social Workers (NASW) Foun | ||||||||
| 750 first Street NE Suite 700 | Washington | DC | 20002 | N/A | 509(a)(3) Type 1 | To help support the 2011 Social Workers Awareness Campaign which will take place in March 2011. | $40,000 | |
| New Mexico Children Youth and Families Dept | ||||||||
| PO Drawer 5160 | Santa Fe | NM | 87502 | N/A | Govt Agency | To support development of the organizations website and electronic annual report. | $14,000 | |
| Philanthropy Northwest | ||||||||
| 2101 Fourth Ave Suite 650 | SEATTLE | WA | 98121 | N/A | 509(a)(1) | To support the 2011 Annual conference in Missoula, MT on Sept. 21-23, 2011. | $9,500 | |
| Seattle Center Foundation | ||||||||
| 3518 Fremont Ave N 583 | SEATTLE | WA | 98103 | N/A | 509(a)(1) | To Help support the Guiding Lights Weekend in Seattle on March 25-26, 2011. | $2,500 | |
| Sigma Delta Chi Foundation | ||||||||
| 3909 N Meridian St | Indianapolis | IN | 46208 | N/A | 509(a)(3) Type 1 | To help support the "Support of 2011 Excellence in Journalism Convention" in New Orleans on Sept. 25-28, 2011. | $4,000 | |
| Washington State Dept of Social & Health Services | ||||||||
| 724 Quine Street SE | Olympia | WA | 98504 | N/A | Govt Agency | To support and pay for expenses in connections with the Portal Project | $150,000 | |
| The Fund for Philadelphia Inc | ||||||||
| Philadelphia City Hall Room 708 | Philadelphia | PA | 19107 | N/A | 509(a)(1) | To support the convening with select organizations to raise awareness of the plight of Black men and boys nationwide, with meetings scheduled on Oct 2011, Jan. 2012, and June 2012. | $7,500 | |
| The Greater Tacoma Community Foundation | ||||||||
| 950 Pacific Avenue Suite 1220 | Tacoma | WA | 98402 | N/A | 509(a)(1) | To support the Annual Archbishop Desmond Tutu, Friends of the Foundation dinner in Tacoma, WA on May 13,2011. | $10,000 | |
| Three Affiliated Tribes | ||||||||
| 404 Frontage Rd | New Town | ND | 58763 | N/A | Indian Tribe | For use in completing several work efforts including forensic interview training, direct title IV-E readiness efforts, and training on culturally relevant strategies for recruiting native foster parents. | $43,500 | |
| Town Hall Seattle | ||||||||
| 1119 8th Ave | SEATTLE | WA | 98101 | N/A | 509(a)(1) | Donation of tickets for Talk of the Town Dinners | $1,500 | |
| Treehouse | ||||||||
| 2100 - 24th Ave South Suite 200 | Seattle | WA | 98144 | N/A | 509(a)(1) | To support and pay for expenses in connection with the June Leonard Memorial Golf tournament on April 5, 2011. | $5,000 | |
| Treehouse | ||||||||
| 2100 - 24th Ave South Suite 200 | SEATTLE | WA | 98144 | N/A | 509(a)(1) | To help support and pay for expenses in connection with college and career planning, and educational advocacy programs for foster youth. | $70,000 | |
| University of Washington | ||||||||
| School of Social Work PO Box 35490 | SEATTLE | WA | 98105 | N/A | Govt Agency | To support the Second Annual Scholarship Breakfast in Seattle on March 15, 2011. | $5,000 | |
| Yakima Interfaith Coalition | ||||||||
| 106 South 6th St | Yakima | WA | 98901 | N/A | 509(a)(1) | To support the 3rd annual Kermes Fiesta | $250 | |
| 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 . | $500,000 | |
| YMCA | ||||||||
| 909 Fourth Ave | Seattle | WA | 98104 | N/A | 509(a)(2) | To provide support for the YMCA's 2011 Black Achievers Banquet on May 4, 2011. | $2,500 | |
| Maryvale inc | ||||||||
| 7600 East Graves Avenue | Rosemead | CA | 91770 | N/A | 509(a)(1) | Donation of copier | $6,858 | |
| State of Washington Department of Social & Health | ||||||||
| 724 Quine Street SE | Olympia | WA | 98504 | N/A | Govt Agency | To support and pay for expenses in connections with the Portal Project | $200,000 | |
| American Red Cross | ||||||||
| PO Box 4002018 | Des Moines | IA | 50340 | N/A | 509(a)(1) | JAPAN RELIEF AID | $660 | |
| Habitat for Humanity International | ||||||||
| 121 Habitat Street | Americus | GA | 31709 | N/A | 509(a)(1) | JAPAN RELIEF AID | $50 | |
| Save the Children | ||||||||
| 54 Wilton Rd | Westport | CT | 06880 | N/A | 509(A)(1) | JAPAN RELIEF AID | $25 | |
| UNICEF | ||||||||
| 125 Maiden Lane | New York | NY | 10038 | N/A | 509(a)(1) | JAPAN RELIEF AID | $10 | |
| World Vision Inc | ||||||||
| PO Box 9716 Dept W | Federal Way | WA | 98063 | N/A | 509(a)(1) | JAPAN RELIEF AID | $150 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1836328 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Youth Uprising | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8711 MacArthur Blvd | AddressLine1 |
| City | Oakland | City |
| State | CA | State |
| ZIP Code | 94605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationship |
| Recipient Foundation Status | 509(a)(1) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | To help support hosting the welcome reception for the incoming Director of Alameda Social ervices Agency. | PurposeOfGrantOrContribution |
| Amount | $1,500 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 1500 | 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 | $1,203 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $31,044,914 | 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 | $15,859,302 | 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 (4 entries)
| DescriptionDescription | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| MISC. INCOME | 13140 | ||||
| REIMBURSED EXPENSES | 51819 | ||||
| RETURNED GRANTS | 8300 | ||||
| INCOME FROM PRIVATE EQUITY PARTNERSHIPS | 900099 | -$749,742 | 14 | $3,704,153 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$749,742 | UnrelatedBusinessIncomeAmount |
| Exclusion | $50,609,572 | ExclusionAmount |
| Related Or Exempt Function Income | 73259 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 49933089 | 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 (7 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 | 142218 | X |
| 2 | Idaho State Controller | PO Box 83720 | Boise | ID | 83720 | 136070 | X |
| 3 | San Diego Health and Human Services | 1700 Pacific Highway | San Diego | CA | 92101 | 108713 | X |
| 4 | State of Arizona - Childs | PO Box 6123 | Phoenix | AZ | 85005 | 191816 | X |
| 5 | WA Dept Social Health Services | PO Box 45845 | Olympia | WA | 98504 | 185298 | X |
| 6 | George Fahey Unitrust | C/o BNY Mellon Center 500 Grant St | Pittsburg | PA | 15258 | 1230619 | X |
| 7 | Marguerite Ryan Unitrust | C/O BNY Mellon Center 500 Grant St | Pittsburgh | PA | 15258 | 1231671 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| ERNST & YOUNG LLP | $153,790 | 23069 | 23069 | 130721 |
| JACOBSON JARVIS & CO. PLLC | $16,708 | 16708 | ||
| JESSE THOMAS GRAYSTON, CPA | $26,838 | 10735 | 10735 | 16103 |
| VOLDAL WARTELLE & CO. P.S. | $25,365 | 25365 |
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 | 4454679 | L | |||
| BUILDING | 2000-01-01 | 23337948 | SL | 6026038 | 27 | 739569 |
| FURNITURE AND FIXT | 2000-01-01 | 9764677 | SL | 5700810 | 7 | 1032168 |
| AUTOMOBILES | 2000-01-01 | 520601 | SL | 441121 | 7 | 34167 |
| LEASEHOLD IMPLOVEM | 2000-01-01 | 11365319 | SL | 227762 | 15 | 1086300 |
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 had a sale of assets of $394, reimbursment of expenses of $51,819 and returned grants of $8,300 for a total of $60,513. | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE BONDS | 221032060 | 234505635 |
| 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 | 1016504797 | 1039736589 |
| SEE ATTACHMENTS FOR DETAIL |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 99231608 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 103954102 | 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 | 481004998 | 476322021 |
| 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 | 4454679 | 4454679 | |
| BUILDING | 23337948 | 16572341 | 6765607 |
| FURNITURE AND FIXT | 9764677 | 3031699 | 6732978 |
| AUTOMOBILES | 520601 | 45313 | 475288 |
| LEASEHOLD IMPLOVEM | 11365319 | 10051257 | 1314062 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (6 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|
| CAPLIN & DRYSDALE | $21,651 | 21651 | ||
| KIPLING LAW GROUP PLLC | $21,150 | 21150 | ||
| LITTLER MENDELSON FASTIFF | $36,565 | 36565 | ||
| STOEL RIVES LLP | $358,509 | 184559 | 173950 | 173950 |
| VARIOUS ATTORNEYS AND COSTS | $48,179 | 48179 | ||
| SETTLEMENT COSTS | $32,500 | 32500 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (6 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MISC. RECEIVABLE | 606637 | 502880 | 502880 |
| INTEREST AND DIVIDENDS RECEIVA | 2549148 | 2237462 | 2237462 |
| CONSTRUCTION IN PROGRESS | 12832 | 123062 | 123062 |
| DEPOSITS | 85067 | 62991 | 62991 |
| OTHER NON CURRENT ASSETS | 336144 | 250005 | 250005 |
| 457F DEFERRED COMP PLAN | 270227 | 449758 | 449758 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (22 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|
| YOUTH AND FAMILY SUPPORT SERVI | 35198824 | 35198824 | ||
| ADVERTISING AND PROMOTION | 21585 | 21585 | ||
| AUTOMOBILE EXPENSE | 84590 | 84590 | ||
| BANK FEES | 35858 | 35858 | ||
| BOT DEFERRED GAINS | 36754 | 36754 | ||
| COMMUNICATIONS | 603463 | 603463 | ||
| DATA PROCESSING | 41875 | 41875 | ||
| DUES AND MEMBERSHIPS | 243101 | 243101 | ||
| EQUIPMENT RENTAL/LEASE | 470327 | 470327 | ||
| LIABILITY INSURANCE | 701565 | 701565 | ||
| MISCELLANEOUS | 2329 | 2329 | ||
| MOVING EXPENSE | 163163 | 163163 | ||
| OFFICE SUPPLIES, POSTAGE | 624765 | 624765 | ||
| RECRUITMENT EXPENSES | 66103 | 66103 | ||
| REPAIRS & MAINTENANCE | 734940 | 734940 | ||
| SOFTWARE & FIXED ASSETS <$1000 | 1214620 | 1214620 | ||
| STAFF TRAINING AND DEVELOPMENT | 440282 | 440282 | ||
| TEMPORARY HELP | 609544 | 609544 | ||
| EXP. ALLOCATION TO INV. INCOME | -954605 | 954605 | 954605 | |
| ACCRUAL TO CASH ADJUSTMENT | 3000738 | |||
| INV. EXPENSES FROM K-1 | 7994075 | 7994075 | ||
| LESS 50% MEALS DISALLOWED | -189532 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| MISC. INCOME | 13140 | 12746 | |
| REIMBURSED EXPENSES | 51819 | ||
| RETURNED GRANTS | 8300 | ||
| INCOME FROM PRIVATE EQUITY PARTNERSHIPS | 2954411 | ||
| OTHER INCOME FROM K-1s | -475844 | 273898 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| BOT DEFERRED INCOME & INTEREST | 1096091 | 1132845 |
| DEFERRED RENT | 472549 | 2573783 |
| DEFFERED LEASE INCENTIVE | 7711538 | 6920611 |
| INSURANCE CLAIM RESERVE | 567900 | 500600 |
| UNCLAIMED PROPERTY | 2566 | 2676 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (34 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| ALTHEIA | $86,584 | 86584 | 86584 | |
| ALTRINSIC | $86,834 | 86834 | 86834 | |
| ARBOR CAPITAL | $670,818 | 670818 | 670818 | |
| ARROWSTREET | $595,091 | 595091 | 595091 | |
| BNY MELLON | $813,208 | 813208 | 813208 | |
| BAILLIE GIFFORD | $758,323 | 758323 | 758323 | |
| BGI | $161,223 | 161223 | 161223 | |
| DELAWARE | $289,193 | 289193 | 289193 | |
| DODGE & COX | $171,653 | 171653 | 171653 | |
| EIM MANAGEMENT INC. | $729,167 | 729167 | 729167 | |
| ENNIS, KNUPP & ASSOC. | $360,451 | 360451 | 360451 | |
| GLENROCK CAPITAL ADVISERS, LLC | $350,000 | 350000 | 350000 | |
| GOLDMAN SACHS | $302,548 | 302548 | 302548 | |
| INSTSHAREHOLDERS | $38,500 | 38500 | 38500 | |
| ORG PORTFOLIO MANAGEMENT, LLC | $156,362 | 156362 | 156362 | |
| OTHERS | $604,056 | 40428 | 40428 | 563628 |
| PIMCO | $448,180 | 448180 | 448180 | |
| PORTFOLIO MANAGEMENT TECHNOLOG | $44,000 | 44000 | 44000 | |
| PZENA | $53,508 | 53508 | 53508 | |
| RISKMETRICS | $38,500 | 38500 | 38500 | |
| STEINBERG US | $461,487 | 461487 | 461487 | |
| ARTHUR J GALLAGHER & CO. OF WA | $95,000 | 95000 | ||
| AIM CONSULTING GROUP, LLC | $208,952 | 208952 | ||
| AON CONSULTING, INC. | $71,667 | 71667 | ||
| APCO WORLDWIDE, INC. | $80,850 | 80850 | ||
| APPIPHONY, LLC | $381,830 | 381830 | ||
| BULLETIN NEWS NETWORK, INC. | $81,956 | 81956 | ||
| DENALI ADVANCED INTEGRATION | $51,439 | 51439 | ||
| FACE TO FACE INTEGRATED TECH | $57,568 | 57568 | ||
| G.A. JONES & ASSOCIATES, INC. | $53,914 | 53914 | ||
| MURPHY & ASSOCIATES, INC. | $65,520 | 65520 | ||
| SAGE INFORMATION TECHNOLOGY | $30,720 | 30720 | ||
| WALDRON & COMPANY | $102,314 | 102314 | ||
| LESS 50% MEALS DISALLOWED | -21577 |
Taxes Schedule TaxesSchedule
Taxes Taxes (6 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|
| LICENSING | $5,667 | 5667 | ||
| PROPERTY TAXES | $12,810 | 12810 | ||
| EXCISE AND B & O TAXES | $2,710 | 2710 | ||
| SALES AND USE TAXES | $526 | 526 | ||
| UNRELATED BUSINESS INCOME TAX | $4,302 | 4302 | 4302 | |
| FOREIGN TAXES FROM K-1'S | 382996 | 382996 |
Comments