CASEY FAMILY PROGRAMS: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CASEY FAMILY PROGRAMS (EIN 91-0793881)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201143199349101134
- Schema version
- 2010v3.4
- 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 Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T12:33:38-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG LLP US | 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 | 2010-01-01 | 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) |
|---|---|---|
| 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 | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2096129391 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 19145308 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 24933 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 24933 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 24933 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 34146642 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 42869383 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 42869383 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -5671003 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1507407784 | GrossSalesPrice |
| Net STCG Adj Net Incm | 15044005 | NetSTCGAdjNetIncm |
| Income Modifications Adj Net Incm | 35000 | IncomeModificationsAdjNetIncm |
| Other Income Rev And Expnss | 3823176 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 137313 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 312294 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 51469056 | TotalRevenueAndExpenses |
| Total Net Investment Income | 43031629 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 58285615 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 1611807 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 133950 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 133950 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1477857 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 37928621 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 2074051 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 2074051 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 35288703 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 12264027 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 308016 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 308016 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 11868195 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 352927 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 120618 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 120618 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 232309 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 197568 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 21122 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 21122 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 176447 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7402124 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5841063 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 5841063 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1561061 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 37562 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 358439 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 358439 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 37562 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 2013518 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 5363581 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 5645636 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 3425854 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 30407 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 30407 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3395447 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 369335 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 369335 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 44386669 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7555766 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 7582242 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 38215392 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 115353593 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16443432 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 16469908 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 98267944 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1179198 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 911450 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 116532791 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16443432 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 16469908 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 99179394 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -65063735 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 26588197 | NetInvestmentIncome |
| Adjusted Net Income | 41815707 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 165028 | CashBOY |
| Cash EOY | 8319216 | CashEOY |
| Cash EOYFMV | 8319216 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 79143304 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 101371879 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 101518239 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 783210 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 1015904 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1015904 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 105231064 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 134875636 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 135185664 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1206977505 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1137217215 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1260418293 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 305629214 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 287092668 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 296705470 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 323805764 | InvestmentsOtherBOY |
| Investments Other EOY | 286707639 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 256741945 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 48849435 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 13191514 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 25165456 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 35657921 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 32364605 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 3218445 | OtherAssetsBOY |
| Other Assets EOY | 3860055 | OtherAssetsEOY |
| Other Assets EOYFMV | 3860055 | OtherAssetsEOYFMV |
| Total Assets BOY | 2050118990 | TotalAssetsBOY |
| Total Assets EOY | 1996118133 | TotalAssetsEOY |
| Total Assets EOYFMV | 2096129391 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 12903229 | AccountsPayableBOY |
| Accounts Payable EOY | 20028786 | AccountsPayableEOY |
| Other Liabilities BOY | 5913323 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 9850644 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 18816552 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29879430 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2031302438 | UnrestrictedBOY |
| Unrestricted EOY | 1966238703 | UnrestrictedEOY |
| Total Net Assets BOY | 2031302438 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1966238703 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2050118990 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1996118133 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2031302438 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -65063735 | ExcessOfRevenueOverExpenses |
| Subtotal | 1966238703 | Subtotal |
| Total Net Assets Fund Balances EOY | 1966238703 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (42 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 | 1062691700 | 1048159224 | 14532476 | 14532476 |
| PUBLICLY TRADED SECURITIES - LT | P | 353946740 | 372762939 | -18816199 | -18816199 |
| DEFERRED GAIN ON WESTLAKE PROPERTY | P | 3581219 | 3581219 | 3581219 | |
| AIG EURO II | P | 2434 | 2434 | 2434 | |
| CHARTERHOUSE IX | P | 1742 | -1742 | -1742 | |
| CVC EUROPEAN EQUITY | P | 71 | 71 | 71 | |
| AIG ASIA REAL ESTATE | P | 255501 | -255501 | -255501 | |
| AIG EURO II | P | 865248 | -865248 | -865248 | |
| ASIAN INFRASTRUCTURE | P | 481078 | 481078 | 481078 | |
| AXIOM ASIA II | P | 63175 | 63175 | 63175 | |
| CARLYLE PARTNERS V | P | 24321 | 24321 | 24321 | |
| CHARLESBANK VII | P | 591810 | 591810 | 591810 | |
| CHARTERHOUSE IX | P | 207578 | -207578 | -207578 | |
| GS VINTAGE IV | P | 359491 | -359491 | -359491 | |
| GS VINTAGE V | P | 13614 | 215945 | -202331 | -202331 |
| AXIOM ASIA II | P | 38361 | 38361 | 38361 | |
| CHARLESBANK VII | P | 5 | -5 | -5 | |
| HORSLEY BRIDGE IX | P | 9470 | 9470 | 9470 | |
| HORSLEY BRIDGE INTL | P | 396 | 396 | 396 | |
| OCM OPPORTUNITIES VII | P | 7875 | -7875 | -7875 | |
| OCM OPPORTUNITIES VIIB | P | 49792 | 49792 | 49792 | |
| PARISH CAPITAL II. | P | 10036 | -10036 | -10036 | |
| SIGULER GUFF | P | 48696 | 48696 | 48696 | |
| SPLITROCK II | P | 253 | -253 | -253 | |
| WAYZATA | P | 127314 | 127314 | 127314 | |
| SECTION 1256 G/L FROM K-1 - ST | P | 253475 | 253475 | 253475 | |
| HORSLEY BRIDGE IX | P | 147399 | 147399 | 147399 | |
| INVESCO ASIA | P | 152810 | -152810 | -152810 | |
| JORDAN- RESOLUTE II | P | 327843 | 327843 | 327843 | |
| OAKTREE LOAN FUND | P | 22182 | 22182 | 22182 | |
| OAKTREE MEZZ | P | 520248 | -520248 | -520248 | |
| OAKTREE LIQUIDATING LOAN FUND | P | 1838066 | -1838066 | -1838066 | |
| OCM OPPORTUNITIES VII | P | 132776 | -132776 | -132776 | |
| OCM OPPORTUNITIES VIIB | P | 557061 | 557061 | 557061 | |
| PARISH CAPITAL II | P | 215391 | 215391 | 215391 | |
| PRUDENTIAL PRISA I | P | 22083035 | 29745465 | -7662430 | -7662430 |
| PRUDENTIAL PRISA II | P | 574297 | 867203 | -292906 | -292906 |
| PRUDENTIAL PRISA III | P | 923392 | 2457991 | -1534599 | -1534599 |
| SIGULER GUFF | P | 102197 | 102197 | 102197 | |
| WAYZATA | P | 671370 | 671370 | 671370 | |
| SECTION 1256 G/L FROM K-1 - LT | P | 380214 | 380214 | 380214 | |
| CARLYLE PARTNERS | P | 1431 | 1431 | 1431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -10630918 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 15044005 | 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 | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Gary R Severson | ||||||||
| 2001 EIGHTH AVE Suite 2700 | Seattle | WA | 981212641 | Chairman | 16.0 | 144368 | 0 | 0 |
| Joan B Poliak | ||||||||
| 2001 EIGHTH AVE Suite 2700 | Seattle | WA | 981212641 | Vice Chair | 19.0 | 126146 | 0 | 0 |
| Sharon McDaniel | ||||||||
| 2001 EIGHTH AVE Suite 2700 | Seattle | WA | 981212641 | Treasurer | 19.0 | 126146 | 0 | 0 |
| Shelia Evans-Tranumn | ||||||||
| 2001 EIGHTH AVE Suite 2700 | Seattle | WA | 981212641 | Corp. Secretary | 23.0 | 126146 | 0 | 0 |
| David Mills | ||||||||
| 2001 EIGHTH AVE Suite 2700 | Seattle | WA | 981212641 | Trustee | 19.0 | 126173 | 0 | 0 |
| America Y Bracho | ||||||||
| 2001 EIGHTH AVE Suite 2700 | Seattle | WA | 981212641 | Trustee | 14.0 | 126146 | 0 | 0 |
| Robert A Watt | ||||||||
| 2001 EIGHTH AVE Suite 2700 | Seattle | WA | 981212641 | Trustee | 17.0 | 126146 | 0 | 0 |
| William C Bell PhD | ||||||||
| 2001 EIGHTH AVE Suite 2700 | Seattle | WA | 981212641 | President and CEO | 40.0 | 710536 | 44850 | |
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 | 977896 | 44850 |
| DAVID B SANDERS | 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP SYSTEMS IMPROVMT | 40.0 | 357728 | 44850 |
| DAVID A DANIELSON | 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP OF ADMIN AND CFO | 40.0 | 328958 | 44850 |
| ALEXANDRA MCKAY | 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP CHIEF COUNSEL | 40.0 | 310252 | 44850 |
| DAVID A BERNS | 2001 EIGHTH AVE 2700 | SEATTLE | WA | 98121 | EVP FAMILY SERVICES | 40.0 | 268308 | 44850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 326 | 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 | 799217 |
| ARBOR CAPITAL | |||||
| 100 CORPORATE PARKWAY SUITE 136 | AMHERST | NY | 14226 | INVESTMENT MANAGER | 790825 |
| BAILLIE GIFFORD | |||||
| 757 THIRD AVENUE 17TH FLOOR | NEW YORK | NY | 10017 | INVESTMENT MANAGER | 682022 |
| ARROWSTREET | |||||
| 200 Clarendon Street 30th Floor | BOSTON | MA | 02116 | Investment Manager | 515930 |
| PIMCO | |||||
| PO BOX 512129 | LOS ANGELES | CA | 90051 | INVESTMENT MANAGER | 494367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 24 | 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 | 99179394 | 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 | 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 | 1822661762 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 92455779 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1915117541 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1915117541 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28726763 | CashDeemedCharitable |
| Net Noncharitable Assets | 1886390778 | NetNoncharitableAssets |
| Minimum Investment Return | 94319539 | 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 | 99179394 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 5519168 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 104698562 | QualifyingDistributions |
| Adj Qualifying Distributions | 104698562 | AdjQualifyingDistributions |
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 | 41815707 | CurrentYear |
| Year1 | 28278902 | Year1 |
| Year2 | 67412550 | Year2 |
| Year3 | 101168828 | Year3 |
| Total | 238675987 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 35543351 | CurrentYear |
| Year1 | 24037067 | Year1 |
| Year2 | 57300668 | Year2 |
| Year3 | 85993504 | Year3 |
| Total | 202874590 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 104698562 | CurrentYear |
| Year1 | 121023450 | Year1 |
| Year2 | 133680141 | Year2 |
| Year3 | 117292008 | Year3 |
| Total | 476694161 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 911450 | CurrentYear |
| Year1 | 678170 | Year1 |
| Year2 | 2304282 | Year2 |
| Year3 | 2971742 | Year3 |
| Total | 6865644 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 103787112 | CurrentYear |
| Year1 | 120345280 | Year1 |
| Year2 | 131375859 | Year2 |
| Year3 | 114320266 | Year3 |
| Total | 469828517 | 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 | 62879693 | CurrentYear |
| Year1 | 57559310 | Year1 |
| Year2 | 73830745 | Year2 |
| Year3 | 84087207 | Year3 |
| Total | 278356955 | 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| California Youth Connection | |||||||
| 604 Mission Street | San Francisco | CA | 94105 | N/A | 509(a)(2) | To support training of young people in care and former foster youth to effectively advocate for improved services and outcomes. | $30,000 |
| Child Welf League of America | |||||||
| 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. | $150,000 |
| City Year Inc Seattle Branch | |||||||
| 2203 23rd Ave S Suite 101 | Seattle | WA | 98114 | N/A | 509(a)(1) | To support City Year, Inc. and its work with tutoring mentoring and educational advocacy for youth in Seattle area elementary and middle schools. | $20,000 |
| Congressional Coalition on Adoption Institute | |||||||
| 311 Massachusetts Ave NE | Washington | DC | 20002 | N/A | 509(a)(1) | To support the 2011 Angels in Adoption program to take place in Washington DC on Sept. 1-30,2011. | $25,000 |
| Congressional Coalition on Adoption Institute | |||||||
| 311 Massachusetts Ave NE | Washington | DC | 20002 | N/A | 509(a)(1) | To support the 2011 Foster Youth Internship program to take place in Washington DC on June -Sept. 1, 2011. | $25,000 |
| Foundation for Early Learning | |||||||
| 615 - 2nd Ave Suite 525 | SEATTLE | WA | 98104 | N/A | 509(a)(1) | To support the FEL 2010 10th anniversary luncheon | $10,000 |
| Grantmakers for Children Youth & Families | |||||||
| 8757 Georgia Avenue | Silver springs | MD | 20910 | N/A | 509(a)(1) | To support Centerpiece of Change Conference to take place in Washington, D.C. on Oct. 11-13, 2010. | $13,500 |
| National Center for Housing and Child Welfare | |||||||
| 6711 Queens Chapel Road | University Park | MD | 20782 | N/A | 509(a)(1) | To support "Keeping families together and safe: a national housing-child welfare training to take place in Washington DC on November 15-16, 2010 | $20,000 |
| Urban League of Metropolitan Seattle | |||||||
| 105 14th Ave | Seattle | WA | 98122 | N/A | 509(a)(1) | To support 11th Annual Benefit Breakfast | $2,500 |
| Council on Foundations | |||||||
| 2121 Crystal Drive Suite 700 | Arlington | VA | 22202 | N/A | 509(a)(1) | To support the annual conference : Imagine to be held in Denver, CO on April 25-27,2010. | $10,000 |
| California Youth Connection | |||||||
| 604 Mission Street | San Francisco | CA | 94105 | N/A | 509(a)(2) | To support training of young people in care and former foster youth to effectively advocate for improved services and outcomes. | $7,500 |
| San Diego Grantmakers | |||||||
| 5060 Shoreham Place Suite 350 | San Diego | CA | 92122 | N/A | 509(a)(1) | To support 2010 annual conference | $1,000 |
| 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 |
| Arizona's Children Association | |||||||
| 2700 S 8th Ave | Tucson | AZ | 85713 | N/A | 509(a)(1) | To help support organization by providing funds to repair their van. | $3,500 |
| ABA Fund for Justice and Education | |||||||
| 321 North Clark Street | Chicago | IL | 60654 | N/A | 509(a)(3) TYPE 1 | To support the work of ABA's commission on Youth at Risk in fiscal year 2011 (Sept- Aug 31, 2011) | $36,375 |
| ABA Fund for Justice and Education | |||||||
| 321 North Clark Street | Chicago | IL | 60654 | N/A | 509(a)(3) TYPE 1 | To provide funds to help in publishing and distributing the outcomes report from the Fostering Connections Older Youth National Summit. | $15,000 |
| Atlanta Educational Telecommunications Collaborati | |||||||
| 740 Bismark Road | Atlanta | GA | 30324 | N/A | 509(a)(1) | To support and pay expenses in connection with editing the "Raise me up story corps". | $2,500 |
| American Civil Liberties Union Washington Endowmen | |||||||
| 705 second Ave Hoge Bldg Ste 300 | Seattle | WA | 98104 | N/A | 509(a)(3) TYPE 1 | To support and sponsor a table at the Aclu's 75th anniversary dinner. | $2,500 |
| Blues Foundation Inc | |||||||
| 49 Union Avenue | Memphis | TN | 38103 | N/A | 509(a)(1) | To support the blues foundation with the 30th annual blues Music awards to take place in Memphis, Tenn on May 6, 2010. | $5,000 |
| Center for Law and Social Policy | |||||||
| 1200 18th street NW Suite 200 | Washington | DC | 20036 | N/A | 509(a)(1) | To support CLASP 40th anniversary celebration to take place in Washington DC on September 12, 2010. | $3,000 |
| Central District Forum for Arts & Ideas | |||||||
| 1404 E Yesler Way Suite 202 | Seattle | WA | 98122 | N/A | 509(a)(1) | To sponsor the 2010 "Food as Art" conference at Bell Harbor, Seattle ,WA | $2,500 |
| College Success Foundation | |||||||
| 1605 NW Sammamish Rd Ste 100 | Issaquah | WA | 98027 | N/A | 509(a)(1) | To support the 2010 Governors' cup Golf tournament which increase public awareness of the safe reduction in foster care and supports the scholarship program. | $7,500 |
| College Success Foundation | |||||||
| 1605 NW Sammamish Rd Ste 100 | Issaquah | WA | 98027 | N/A | 509(a)(1) | To support the 10 year celebration: Changing Lives, Changing our Nation which will take place in Seattle Wa on Nov. 5,2010. | $2,500 |
| 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 21, 2010 | $25,000 |
| County of Los Angeles Department of Children and F | |||||||
| 3530 Wilshire Blvd Suite 400 | Los Angeles | CA | 90010 | N/A | Govt Agency | Grant to facilitate acquisition, implementation of and training for SAS Dataflux software. | $41,442 |
| Holy Family Institute | |||||||
| 8235 Ohio River Blvd | Pittsburg | PA | 15202 | N/A | 509(a)(1) | To help support efforts to assist Haitian children in the U.S. following the 2010 earthquake. | $50,000 |
| Minority Executive Directors Coalition of King Cou | |||||||
| PO Box 3064 | Seattle | WA | 98114 | N/A | 509(a)(1) | To support the MEDC's Annual Awards Banquet to take place in Auburn, WA on April 9, 2010 | $1,000 |
| Michigan Indian Legal Service Inc | |||||||
| 814 A S Garfield Avenue | Traverse City | MI | 49686 | N/A | 509(a)(1) | To support organization and help to defray core operating costs in order to facilitate its mission related work and success. | $10,140 |
| National Association of Social Workers (NASW) Foun | |||||||
| 750 first Street NE Suite 700 | Washington | DC | 20002 | N/A | 509(a)(3) TYPE 1 | To support 2010 symposium on "supervision: The safety net of frontline child welfare practice". | $20,000 |
| Oakland Alliance Of Community Partnerships co Oak | |||||||
| 1 Frank Ogawa Plaza 3rd Floor | Oakland | CA | 94612 | N/A | 509(a)(1) | To support the back to school rally 2010 | $500 |
| One Church One Child of Illinois | |||||||
| 431 S Dearborn Suite 1103 | Chicago | IL | 60605 | N/A | 509(a)(1) | To support the 2010 Annual dinner | $10,000 |
| Ohio State University Foundation | |||||||
| 364 W lane Ave Suite B | Columbus | OH | 43221 | N/A | 509(a)(1) | Grant to be used in connection with outreach efforts and planning for the Kirwan Institutes for the Study of Race and Ethnicity March 2012 conference. | $15,000 |
| Public Education foundation for the Edmonds Scho | |||||||
| PO Box 390 | Lynwood | WA | 98046 | N/A | 509(a)(1) | To sponsor a table at their spring luncheon. | $1,000 |
| Project WE Foundation Inc | |||||||
| 2835 W Pebble Rd | Las Vegas | NV | 89123 | N/A | 509(a)(1) | To support operation Head 2 Toe which provides career awareness, employment mentoring and career experiences to foster youth. | $25,000 |
| Pursuit of Dreams | |||||||
| 6409 Aden Ln | Austin | TX | 78739 | N/A | 509(a)(2) | To support and pay for expenses in connection with the screening of "Extra-Ordinary Life: Journey to South Africa" with took place in Washington DC on November 22,2010 | $3,000 |
| Seattle Foundation | |||||||
| 1200 Fifth Ave Suite 1300 | Seattle | WA | 98101 | N/A | 509(a)(1) | To sponsor a table at the "Building a Healthy Community" Event | $4,000 |
| Senior Services | |||||||
| 2208 2nd Ave Suite 100 | Seattle | WA | 98121 | N/A | 509(a)(1) | To support the services and activities of the Senior Services | $10,000 |
| Sicangu Child & Family Services | |||||||
| East Highway 18/SGU Campus | Mission | SD | 57555 | N/A | Indian Tribe | To help in developing and implementing clinical practice standards, business processes, policies, and procedures and provide training for current and future Sicangu staff. | $80,000 |
| St Leander Church | |||||||
| 550 W Estudillo Ave | San Leandro | CA | 94577 | N/A | Church | Donation in connection to rental of facility | $400 |
| Tabor 100 | |||||||
| PO Box 34628 | Seattle | WA | 98124 | N/A | 509(a)(2) | Sponsorship 2010 Event | $2,000 |
| Texas State Foster Parents Inc co Texas Foster | |||||||
| 18751 Castellani | San Antonio | TX | 78258 | N/A | 509(a)(1) | To support the TFFA 2010 training conference - The Magic of Foster Parents! To be held in Austin, TX on October 7-9. 2010. | $7,500 |
| Vista Hill Foundation | |||||||
| 8787 Complex Drive Suite 200 | San Diego | CA | 92123 | N/A | 509(a)(1) | To support the 2010 "Incredible Families Parenting Groups'. | $2,225 |
| Coalition on Human Needs | |||||||
| 1120 Connecticut Ave NW Ste 312 | Washington | DC | 20036 | N/A | 509(a)(1) | To support general expenses of organization | $2,500 |
| Interconnection | |||||||
| 2222 N Pacific St | Seattle | WA | 98103 | N/A | 509(a)(1) | Donation of property for organization use | $26,668 |
| Youth Employment Institute | |||||||
| 1704 NE 26th Ave | Portland | OR | 97212 | N/A | 509(a)(1) | Donation of property for organization use | $1,300 |
| American Red Cross | |||||||
| PO Box 4002018 | DES MOINES | IA | 50340 | N/A | 509(a)(1) | Donation for Haiti Relief | $5,371 |
| Partners in Health | |||||||
| 888 Commonwealth Ave 3rd Floor | Boston | MA | 02215 | N/A | 509(a)(1) | Donation for Haiti Relief | $90,931 |
| Save The Children | |||||||
| 54 Wilton Rd | Westport | CT | 06880 | N/A | 509(a)(1) | Donation for Haiti Relief | $15,243 |
| World Vision International | |||||||
| Weyerhaeuser Way South | Federal Way | WA | 98001 | N/A | 509(a)(1) | Donation for Haiti Relief | $50,000 |
| World Vision Inc | |||||||
| PO Box 9716 Dept W | Federal Way | WA | 98063 | N/A | 509(a)(1) | Donation for Haiti Relief | $16,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 911450 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | State of Washington Department of Social & Health | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 724 Quine Street SE | AddressLine1 |
| City | Olympia | City |
| State | WA | State |
| ZIP Code | 98504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationship |
| Recipient Foundation Status | Govt Agency | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | To support and pay for expenses in connections with the Portal Project | PurposeOfGrantOrContribution |
| Amount | $200,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 200000 | 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 | $24,933 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $34,146,642 | 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 | -$5,671,003 | 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 |
|---|---|---|---|---|---|
| MCF SERVICES AGREEMENT | 26476 | ||||
| REIMBURSED EXPENSES | 89380 | ||||
| MISC. INCOME | 4829 | ||||
| INCOME FROM PRIVATE EQUITY PARTNERSHIPS | 900099 | $54,296 | 14 | $3,648,195 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $54,296 | UnrelatedBusinessIncomeAmount |
| Exclusion | $32,148,767 | ExclusionAmount |
| Related Or Exempt Function Income | 120685 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 32323748 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 11 | 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. |
| 11b | INCOME LISTED ON LINE 11B LISTED AS MCF SERVICES AGREEMENT REPRESENTS REIMBURSED COSTS ASSOCIATED WITH PROVIDING ADMINISTRATIVE SERVICES TO THE MARGARITE CASEY FOUNDATION BOTH ENTITIES SHARE A SIMILAR FOCUS AS IT RELATES TO CHILDREN AND FAMILIES, WHERE THE SERVICES AGREEMENT DOES NOT INCLUDE A PROFIT MOTIVE. |
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 (10 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | Social Security Administration | 6401 Security Blvd | Baltimore | MD | 21235 | 35217 | X |
| 2 | Alameda County Social Services | 24100 Amador Street | Hayward | CA | 94544 | 160298 | X |
| 3 | Idaho State Controller | PO Box 83720 | Boise | ID | 83720 | 151391 | X |
| 4 | San Diego Health and Human Services | 1700 Pacific Highway | San Diego | CA | 92101 | 117967 | X |
| 5 | Texas Dept Family Protective SVC | 701 W 51st Street | Austin | TX | 78714 | 502442 | X |
| 6 | State of Arizona - Childs | PO Box 6123 | Phoenix | AZ | 85005 | 213674 | X |
| 7 | WA Dept Social Health Services | PO Box 45845 | Olympia | WA | 98504 | 276265 | X |
| 8 | Lloyd J Garrow Unitrust | C/O Kotter Co 56 Glendale PKWY | Atlanta | GA | 30328 | 2029431 | X |
| 9 | Inger Chassen Unitrust | C/O Kotter Co 56 Glendale PKWY | Atlanta | GA | 30328 | 885440 | X |
| 10 | Anne V Wasily Unitrust | C/O J P Morgan 1211 Ave Of The Amer | New York | NY | 10036 | 14750000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| ERNST & YOUNG LLP | $140,810 | 21122 | 21122 | 119689 |
| JACOBSON JARVIS & CO. PLLC | $14,535 | 14535 | ||
| JESSE THOMAS GRAYSTON, CPA | $16,025 | 16025 | ||
| VOLDAL WARTELLE & CO. P.S. | $26,198 | 26198 |
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 | 22173678 | SL | 5295772 | 27 | 730269 |
| FURNITURE AND FIXT | 2000-01-01 | 9680897 | SL | 5121327 | 7 | 873037 |
| AUTOMOBILES | 2000-01-01 | 554211 | SL | 422482 | 7 | 64611 |
| LEASEHOLD IMPLOVEM | 2000-01-01 | 11985970 | SL | 338415 | 15 | 345601 |
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 SOLD FURNITURE AND FIXTURES USED FOR CHARITABLE PURPOSES AS PART OF MOVING LOCATIONS. TOTAL SALES PRICE FOR ITEMS WAS $35,000. | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE BONDS | 287092668 | 296705470 |
| SPECIFIC DETAIL TOO | ||
| VOLUMINOUS TO ATTACH. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COMMON AND PREFFERED STOCK | 1137217215 | 1260418293 |
| SPECIFIC DETAIL TOO | ||
| VOLUMINOUS TO ATTACH. |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 134875636 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 135185664 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| OTHER INVESTMENTS | 286707639 | 256741945 |
| SPECIFIC DETAIL TOO | ||
| VOLUMINOUS TO ATTACH. |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (5 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Book ValueBookValue | Accumulated DepreciationAccumulatedDepreciation |
|---|---|---|---|
| LAND | 4454679 | 4454679 | |
| BUILDING | 22173678 | 16147637 | 6026041 |
| FURNITURE AND FIXT | 9680897 | 3686533 | 5994364 |
| AUTOMOBILES | 554211 | 67118 | 487093 |
| LEASEHOLD IMPLOVEM | 11985970 | 11301954 | 684016 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (7 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|
| ADKINS PLANT ELVINS BLACK PLLC | $5,705 | 5705 | ||
| FRASCONA, JOINER, GOODMAN, GRE | $12,229 | 12229 | ||
| LITTLER MENDELSON FASTIFF | $8,735 | 8735 | ||
| OLES MORRISON RINKER & BAKER | $5,921 | 5921 | ||
| STOEL RIVES LLP | $310,413 | 189795 | 120618 | 120618 |
| VARIOUS ATTORNEYS AND COSTS | $4,924 | 4924 | ||
| SETTLEMENT COSTS | $5,000 | 5000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (6 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MISC. RECEIVABLE | 314897 | 606637 | 606637 |
| INTEREST AND DIVIDENDS RECEIVA | 2290869 | 2549148 | 2549148 |
| CONSTRUCTION IN PROGRESS | 72591 | 12832 | 12832 |
| DEPOSITS | 150119 | 85067 | 85067 |
| OTHER NON CURRENT ASSETS | 389969 | 336144 | 336144 |
| 457F DEFERRED COMP PLAN | 270227 | 270227 |
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 | 37990782 | 37990782 | ||
| ADVERTISING AND PROMOTION | 48205 | 48205 | ||
| AUTOMOBILE EXPENSE | 83140 | 83140 | ||
| BANK FEES | 34644 | 34644 | ||
| BOT DEFERRED GAINS | 41104 | 41104 | ||
| COMMUNICATIONS | 861996 | 861996 | ||
| DATA PROCESSING | 43958 | 43958 | ||
| DUES AND MEMBERSHIPS | 208450 | 208450 | ||
| EQUIPMENT RENTAL/LEASE | 485283 | 485283 | ||
| LIABILITY INSURANCE | 694245 | 694245 | ||
| MISCELLANEOUS | 17040 | 17040 | ||
| MOVING EXPENSE | 150746 | 150746 | ||
| OFFICE SUPPLIES, POSTAGE | 558673 | 558673 | ||
| RECRUITMENT EXPENSES | 292755 | 292755 | ||
| REPAIRS & MAINTENANCE | 689941 | 689941 | ||
| SOFTWARE & FIXED ASSETS < $500 | 1252429 | 1252429 | ||
| STAFF TRAINING AND DEVELOPMENT | 373213 | 373213 | ||
| TEMPORARY HELP | 560065 | 560065 | ||
| EXP. ALLOCATION TO INV. INCOME | -773018 | 773018 | 773018 | |
| MCF SERVICE INCOME EXPENSES | -26476 | 26476 | ||
| ACCRUAL TO CASH ADJUSTMENT | -5371783 | |||
| INV. EXPENSES FROM K-1S | 6782748 | 6782748 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| SERVICES AGREEMENT MCF | 26476 | 26476 | |
| REIMBURSED EXPENSES | 89380 | 89380 | |
| MISC. INCOME | 4829 | 4829 | |
| OTHER INCOME FROM K-1s | 191609 | 137313 | |
| INCOME FROM PRIVATE EQUITY PARTNERSHIPS | 3702491 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| BOT DEFERRED INCOME AND INTERE | 1080813 | 1096091 |
| DEFERRED RENT | 754604 | 472549 |
| DEFFERED GAIN AMORTIZATION | 3581218 | |
| DEFFERED LEASE INCENTIVE | 7711538 | |
| INSURANCE CLAIM RESERVE | 492000 | 567900 |
| UNCLAIMED PROPERTY | 4688 | 2566 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (29 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| ALTHEIA | $150,686 | 150686 | 150686 | |
| ARBOR CAPITAL | $790,825 | 790825 | 790825 | |
| ARROWSTREET | $515,930 | 515930 | 515930 | |
| BNY MELLON | $799,217 | 799217 | 799217 | |
| BAILLIE GIFFORD | $682,022 | 682022 | 682022 | |
| BGI | $188,823 | 188823 | 188823 | |
| DELAWARE | $256,237 | 256237 | 256237 | |
| DODGE & COX | $170,739 | 170739 | 170739 | |
| EIM MANAGEMENT INC. | $83,333 | 83333 | 83333 | |
| ENNIS, KNUPP & ASSOC. | $360,397 | 360397 | 360397 | |
| GLENROCK CAPITAL ADVISERS, LLC | $316,666 | 316666 | 316666 | |
| GOLDMAN SACHS | $252,711 | 252711 | 252711 | |
| ORG PORTFOLIO MANAGEMENT, LLC | $153,900 | 153900 | 153900 | |
| OTHERS | $562,814 | 29932 | 29932 | 532882 |
| PIMCO | $494,367 | 494367 | 494367 | |
| PORTFOLIO MANAGEMENT TECHNOLOG | $44,000 | 44000 | 44000 | |
| PZENA | $98,323 | 98323 | 98323 | |
| RISKMETRICS | $77,000 | 77000 | 77000 | |
| STEINBERG US | $375,955 | 375955 | 375955 | |
| ARTHUR J GALLAGHER & CO. OF WA | $95,000 | 95000 | ||
| AON CONSULTING, INC. | $56,522 | 56522 | ||
| BULLETIN NEWS NETWORK, INC. | $80,856 | 80856 | ||
| DENALI ADVANCED INTEGRATION | $138,757 | 138757 | ||
| G.A. JONES & ASSOCIATES, INC. | $54,915 | 54915 | ||
| HEATHER PODESTA PARTNERS | $120,264 | 120264 | ||
| MERCURY PUBLIC AFFAIRS | $96,000 | 96000 | ||
| RAMP TECHNOLOGY GROUP,LLC | $148,025 | 148025 | ||
| SAGE INFORMATION TECHNOLOGY | $161,340 | 161340 | ||
| SEVEN SIMPLE MACHINES | $76,500 | 76500 |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|
| LICENSING | $8,513 | 8513 | ||
| PROPERTY TAXES | $24,974 | 24974 | ||
| EXCISE AND B & O TAXES | $2,108 | 2108 | ||
| SALES AND USE TAXES | $1,967 | 1967 | ||
| FROM K-1S | 358439 | 358439 |
Comments