CASEY FAMILY PROGRAMS

Cite this

Plain text CASEY FAMILY PROGRAMS. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/casey-family-programs-910793881. Retrieved 2026-10-31.

APA furp.org. (n.d.). CASEY FAMILY PROGRAMS [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 31, 2026, from https://furp.org/org/casey-family-programs-910793881

MLA “CASEY FAMILY PROGRAMS.” furp.org, tax years 2010–2024, https://furp.org/org/casey-family-programs-910793881. Accessed 31 Oct. 2026.

Retrieved 2026-10-31; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $152.0M · expenses $163.0M · assets $2.68B

EIN
91-0793881
Address
800 5TH AVE STE 4000, SEATTLE, WA 98104-3180
Website
WWW.CASEY.ORG
NTEE code
T21
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
February 1967 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private operating foundation) Pub 78 ↗
Foundation status
Private operating foundation exempt from excise tax
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

39 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Joseph A Boateng CHIEF INVESTMENT OFFICER2010-2024 $1,378,202$21,548,969 1
William C Bell Phd PRESIDENT AND CEO2010-2024 $1,505,064$10,956,995 2
America Y Bracho SECRETARY2010-2024 $198,000$2,450,432 1
Joan B Poliak VICE CHAIR2010-2024 $198,000$2,450,422 1
Sharon Mcdaniel TREASURER2010-2024 $198,000$2,450,411 1
Yamamoto Kei SENIOR DIRECTOR INVE2022-2024 $585,316$2,216,831 1
Sanders David EVP SYSTEMS IMPROVEM2022-2024 $698,482$2,012,819 1
Doug Patejunas TRUSTEE2016-2024 $198,000$1,435,000 1
Walter H Smith Jr CHAIR2018-2024 $228,000$1,167,500 1
Lance G Morgan TRUSTEE2018-2024 $198,000$1,082,500 1
Chahine Zeinab EVP CHILD AND FAMILY2024 $578,416$578,416 1
Nowparast Roxanna EVP CHIEF PROGRAM CO2024 $571,332$571,332 1
Mccaulou Scott EVP CHIEF FINANCIAL2024 $543,298$543,298 1
Eric Pettigrew TRUSTEE2022-2024 $198,000$373,584 6
Karen F Jones TRUSTEE2022-2024 $198,000$373,584 1
Benjamin Danielson TRUSTEE2022-2024 $198,000$373,584 6
David B Sanders (former) EVP SYSTEM IMPROVMNT2010-2021 $618,481$6,113,029 1
William C Bell Ph D (former) President and CEO2013-2017 $1,145,320$5,524,715 1
David A Danielson (former) EVP OF ADMIN & CFO2010-2018 $466,909$4,065,914 1
Marva R Hammons (former) EVP CFS - Retired2016-2021 $466,630$2,793,123 1
Kei Yamamoto (former) SR DIR. INVESTMENT2016-2021 $570,691$2,676,095 1
Christopher T Yebuah (former) DIRECTOR INVESTMENTS2012-2017 $469,691$2,287,756 1
David C Mills (former) CHAIR - Retired 05/20212010-2021 $93,000$1,902,476 1
Laura Sagen (former) EVP COMM & HR2013-2021 $483,778$1,722,337 1
Chrisopher T Yebuah (former) DIRECTOR INVESTMENTS2018-2020 $510,366$1,509,259 1
Timothy R Stark (former) DIRECTOR - INVESTMTS2012-2015 $548,781$1,408,438 1
Foo Sheng-Sheng (former) DIRECTOR INVESTMENTS2022-2023 $648,178$1,301,859 1
Hahn Kathy P (former) DIRECTOR INVESTMENTS2022-2023 $654,005$1,294,603 1
Shelia Evans-Tranumn (former) Trustee - (Through June 30)2010-2017 $80,000$1,179,073 1
Alexandra K Mckay (former) EVP PROGRAM COUNSEL2010-2013 $443,037$1,139,419 1
Baggenstos Bryan T (former) DIRECTOR INVESTMENTS2022-2023 $572,172$1,114,345 1
Robert A Watt (former) Retired2010-2016 $91,500$1,046,206 1
Norman B Rice (former) TRUSTEE - Through 6/30/20182012-2018 $83,000$943,919 1
Roxanna Nowparast (former) EVP & Chief Counsel2021 $493,376$493,376 1
Richard Olin (former) Trustee - Retired 09/20212018-2021 $124,500$473,000 1
Kathy Park Hahn (former) DIRECTOR INVESTMENTS2019 $426,586$426,586 1
Gary R Severson (former) Trustee2010-2012 $88,500$382,938 1
Laura Sagan (former) EVP HR & COMM2011 $323,101$323,101 1
David A Berns (former) EVP FAMILY SERVICES2010 $313,158$313,158 1

People by year

2024 · 16 people listed · 16 paid, $7.7M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM C BELL PHD PRESIDENT AND CEO40 $1,445,264-$59,800 $1,505,0642
JOSEPH A BOATENG CHIEF INVESTMENT OFFICER40 $1,318,402-$59,800 $1,378,2021
SANDERS DAVID EVP SYSTEMS IMPROVEM40 $638,682-$59,800 $698,4821
YAMAMOTO KEI SENIOR DIRECTOR INVE40 $525,516-$59,800 $585,3161
CHAHINE ZEINAB EVP CHILD AND FAMILY40 $518,616-$59,800 $578,4161
NOWPARAST ROXANNA EVP CHIEF PROGRAM CO40 $511,532-$59,800 $571,3321
MCCAULOU SCOTT EVP CHIEF FINANCIAL40 $483,498-$59,800 $543,2981
WALTER H SMITH JR CHAIR10 $228,000-$0 $228,0001
JOAN B POLIAK VICE CHAIR14 $198,000-$0 $198,0001
AMERICA Y BRACHO SECRETARY12 $198,000-$0 $198,0001
SHARON MCDANIEL TREASURER17 $198,000-$0 $198,0001
LANCE G MORGAN TRUSTEE8 $198,000-$0 $198,0001
DOUG PATEJUNAS TRUSTEE8 $198,000-$0 $198,0001
ERIC PETTIGREW TRUSTEE11 $198,000-$0 $198,0006
KAREN F JONES TRUSTEE9 $198,000-$0 $198,0001
BENJAMIN S DANIELSON TRUSTEE11 $198,000-$0 $198,0006
2023 · 16 people listed · 16 paid, $8.3M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH A BOATENG CHIEF INVESTMENT OFFICER40 $1,961,246-$58,400 $2,019,6461
WILLIAM C BELL PHD PRESIDENT AND CEO40 $1,253,500-$58,400 $1,311,9002
YAMAMOTO KEI SENIOR DIRECTOR INVE40 $759,699-$58,400 $818,0991
SANDERS DAVID EVP SYSTEMS IMPROVEM40 $610,682-$58,400 $669,0821
HAHN KATHY P DIRECTOR INVESTMENTS40 $595,605-$58,400 $654,0051
FOO SHENG-SHENG DIRECTOR INVESTMENTS40 $589,778-$58,400 $648,1781
BAGGENSTOS BRYAN T DIRECTOR INVESTMENTS40 $513,772-$58,400 $572,1721
WALTER H SMITH JR CHAIR10 $212,500-$0 $212,5001
JOAN B POLIAK VICE CHAIR15 $187,500-$0 $187,5001
AMERICA Y BRACHO SECRETARY12 $187,500-$0 $187,5001
SHARON MCDANIEL TREASURER13 $187,500-$0 $187,5001
LANCE G MORGAN TRUSTEE8 $187,500-$0 $187,5001
DOUG PATEJUNAS TRUSTEE8 $187,500-$0 $187,5001
ERIC PETTIGREW TRUSTEE12 $162,917-$0 $162,9176
KAREN F JONES TRUSTEE8 $162,917-$0 $162,9171
BENJAMIN S DANIELSON TRUSTEE9 $162,917-$0 $162,9176
2022 · 16 people listed · 16 paid, $7.7M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH A BOATENG CHIEF INVESTMENT OFFICER40 $1,963,273-$55,600 $2,018,8731
WILLIAM C BELL PHD PRESIDENT AND CEO40 $1,202,688-$55,600 $1,258,2882
YAMAMOTO KEI SENIOR DIRECTOR INVE40 $757,816-$55,600 $813,4161
FOO SHENG-SHENG DIRECTOR INVESTMENTS40 $598,081-$55,600 $653,6811
SANDERS DAVID EVP SYSTEMS IMPROVEM40 $589,655-$55,600 $645,2551
HAHN KATHY P DIRECTOR INVESTMENTS40 $584,998-$55,600 $640,5981
BAGGENSTOS BRYAN T DIRECTOR INVESTMENTS40 $486,573-$55,600 $542,1731
WALTER H SMITH JR CHAIR8 $197,000-$0 $197,0001
JOAN B POLIAK VICE CHAIR14 $177,000-$0 $177,0001
AMERICA Y BRACHO SECRETARY12 $177,000-$0 $177,0001
SHARON MCDANIEL TREASURER10 $177,000-$0 $177,0001
LANCE G MORGAN TRUSTEE8 $177,000-$0 $177,0001
DOUG PATEJUNAS TRUSTEE8 $177,000-$0 $177,0001
ERIC PETTIGREW TRUSTEE AS OF 11/20229 $12,667-$0 $12,6676
KAREN F JONES TRUSTEE AS OF 11/20229 $12,667-$0 $12,6671
BENJAMIN S DANIELSON TRUSTEE AS OF 11/20228 $12,667-$0 $12,6676
2021 · 15 people listed · 15 paid, $6.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH A BOATENG CHIEF INVESTMENT OFFICER40 $1,277,545-$53,700 $1,331,2451
WILLIAM C BELL PHD PRESIDENT AND CEO40 $1,153,137-$53,700 $1,206,8372
DAVID B SANDERS EVP SYSTEM IMPROVMNT40 $564,781-$53,700 $618,4811
KEI YAMAMOTO SR DIR. INVESTMENT40 $516,991-$53,700 $570,6911
Roxanna Nowparast EVP & Chief Counsel40 $439,676-$53,700 $493,3761
Laura Sagen EVP COMM & HR40 $430,078-$53,700 $483,7781
MARVA R HAMMONS EVP CFS - Retired40 $412,930-$53,700 $466,6301
WALTER H SMITH JR CHAIR8 $181,500-$0 $181,5001
DOUG PATEJUNAS TRUSTEE8 $171,500-$0 $171,5001
LANCE G MORGAN TRUSTEE8 $171,500-$0 $171,5001
JOAN B POLIAK VICE CHAIR13 $171,500-$0 $171,5001
AMERICA Y BRACHO SECRETARY10 $171,500-$0 $171,5001
SHARON MCDANIEL TREASURER17 $171,500-$0 $171,5001
RICHARD OLIN Trustee - Retired 09/202110 $124,500-$0 $124,5001
DAVID C MILLS CHAIR - Retired 05/202115 $93,000-$0 $93,0001
2020 · 15 people listed · 15 paid, $6.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH A BOATENG CHIEF INVESTMENT OFFICER40 $1,377,139-$52,500 $1,429,6391
WILLIAM C BELL PHD PRESIDENT AND CEO40 $1,107,382-$52,500 $1,159,8822
DAVID B SANDERS EVP SYSTEM IMPROVMNT40 $541,444-$0 $541,4441
KEI YAMAMOTO DIRECTOR INVESTMENTS40 $519,784-$0 $519,7841
CHRISOPHER T YEBUAH DIRECTOR INVESTMENTS40 $510,366-$0 $510,3661
MARVA R HAMMONS EVP FAMILY SERVICES40 $457,129-$0 $457,1291
Laura Sagen EVP Communication HR40 $404,898-$0 $404,8981
DAVID C MILLS CHAIR15 $186,000-$0 $186,0001
JOAN B POLIAK VICE CHAIR16 $166,000-$0 $166,0001
AMERICA Y BRACHO SECRETARY14 $166,000-$0 $166,0001
SHARON MCDANIEL TREASURER8 $166,000-$0 $166,0001
DOUG PATEJUNAS TRUSTEE8 $166,000-$0 $166,0001
LANCE G MORGAN TRUSTEE8 $166,000-$0 $166,0001
RICHARD OLIN TRUSTEE12 $166,000-$0 $166,0001
WALTER H SMITH JR TRUSTEE9 $166,000-$0 $166,0001
2019 · 15 people listed · 15 paid, $6.3M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH A BOATENG CHIEF INVESTMENT OFFICER40 $1,482,278-$52,500 $1,534,7781
WILLIAM C BELL PHD PRESIDENT AND CEO40 $1,056,708-$52,500 $1,109,2082
KEI YAMAMOTO DIRECTOR INVESTMENTS40 $514,534-$0 $514,5341
DAVID B SANDERS EVP SYSTEM IMPROVMNT40 $513,971-$0 $513,9711
CHRISOPHER T YEBUAH DIRECTOR INVESTMENTS40 $475,475-$0 $475,4751
MARVA R HAMMONS EVP FAMILY SERVICES40 $437,611-$0 $437,6111
KATHY PARK HAHN DIRECTOR INVESTMENTS40 $426,586-$0 $426,5861
DAVID C MILLS CHAIR17 $186,000-$0 $186,0001
JOAN B POLIAK VICE CHAIR19 $166,000-$0 $166,0001
AMERICA Y BRACHO SECRETARY15 $166,000-$0 $166,0001
SHARON MCDANIEL TREASURER14 $166,000-$0 $166,0001
DOUG PATEJUNAS TRUSTEE10 $166,000-$0 $166,0001
LANCE G MORGAN TRUSTEE8 $147,250-$0 $147,2501
RICHARD OLIN TRUSTEE14 $147,250-$0 $147,2501
WALTER H SMITH JR TRUSTEE14 $147,250-$0 $147,2501
2018 · 16 people listed · 16 paid, $6.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH A BOATENG CHIEF INVESTMENT OFFICER40 $1,727,621-$51,000 $1,778,6211
WILLIAM C BELL PHD PRESIDENT AND CEO40 $1,063,542-$51,000 $1,114,5422
CHRISOPHER T YEBUAH DIRECTOR INVESTMENTS40 $523,418-$0 $523,4181
KEI YAMAMOTO DIRECTOR INVESTMENTS40 $521,427-$0 $521,4271
DAVID B SANDERS EVP SYSTEM IMPROVMNT40 $519,825-$0 $519,8251
DAVID A DANIELSON EVP OF ADMIN & CFO40 $466,909-$0 $466,9091
MARVA R HAMMONS EVP FAMILY Services40 $444,487-$0 $444,4871
DAVID C MILLS CHAIR18 $186,000-$0 $186,0001
DOUG PATEJUNAS TRUSTEE12 $166,000-$0 $166,0001
JOAN B POLIAK VICE CHAIR18 $166,000-$0 $166,0001
SHARON MCDANIEL TREASURER14 $166,000-$0 $166,0001
AMERICA Y BRACHO SECRETARY15 $166,000-$0 $166,0001
NORMAN B RICE TRUSTEE - Through 6/30/201810 $83,000-$0 $83,0001
LANCE G MORGAN TRUSTEE10 $35,250-$0 $35,2501
RICHARD OLIN TRUSTEE18 $35,250-$0 $35,2501
WALTER H SMITH JR TRUSTEE16 $35,250-$0 $35,2501
2017 · 14 people listed · 14 paid, $6.1M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Joseph A Boateng Chief Investment Officer40 $1,295,834-$55,750 $1,351,5841
William C Bell Ph D President and CEO40 $1,089,570-$55,750 $1,145,3201
DAVID B SANDERS EVP SYSTEMS IMPROVMT40 $525,456-$55,750 $581,2061
DAVID A DANIELSON EVP OF ADMIN & CFO40 $470,575-$55,750 $526,3251
MARVA R HAMMONS EVP CHILD FAMILY SRV40 $469,139-$55,750 $524,8891
CHRISTOPHER T YEBUAH DIRECTOR INVESTMENTS40 $413,941-$55,750 $469,6911
LAURA SAGEN EVP COMMUNICATION&HR40 $395,543-$55,750 $451,2931
David C Mills Chair17 $184,500-$0 $184,5001
Joan B Poliak Vice Chair16 $163,000-$0 $163,0001
Sharon McDaniel Treasurer11 $163,000-$0 $163,0001
America Y Bracho Secretary15 $163,000-$0 $163,0001
Norman B Rice Trustee14 $163,000-$0 $163,0001
Doug Patejunas Trustee10 $163,000-$0 $163,0001
Shelia Evans-Tranumn Trustee - (Through June 30)18 $80,000-$0 $80,0001
2016 · 15 people listed · 15 paid, $6.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Joseph A Boateng Chief Investment Officer40 $1,598,931-$55,750 $1,654,6811
William C Bell Ph D President and CEO40 $1,034,520-$55,750 $1,090,2701
DAVID B SANDERS EVP SYSTEMS IMPROVMT40 $548,195-$55,750 $603,9451
KEI YAMAMOTO DIRECTOR INVESTMENTS40 $493,909-$55,750 $549,6591
DAVID A DANIELSON EVP OF ADMIN & CFO40 $447,498-$55,750 $503,2481
MARVA HAMMONS EVP CHILD FAMILY SRV40 $406,627-$55,750 $462,3771
CHRISTOPHER T YEBUAH DIRECTOR INVESTMENTS40 $389,270-$55,750 $445,0201
David C Mills Chair20 $171,500-$0 $171,5001
Joan B Poliak Vice Chair17 $160,000-$0 $160,0001
Sharon L McDaniel Treasurer15 $160,000-$0 $160,0001
America Y Bracho Secretary15 $160,000-$0 $160,0001
Shelia Evans-Tranumn Trustee20 $160,000-$0 $160,0001
Norman B Rice Trustee13 $160,000-$0 $160,0001
Robert A Watt Retired7 $91,500-$0 $91,5001
Doug Patejunas Trustee14 $40,000-$0 $40,0001
2015 · 13 people listed · 13 paid, $5.8M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH A BOATENG CHIEF INV. OFFICER40 $1,523,363-$52,500 $1,575,8631
William C Bell Ph D President and CEO40 $981,470-$52,500 $1,033,9701
TIMOTHY R STARK DIRECTOR - INVESTMTS40 $496,281-$52,500 $548,7811
DAVID B SANDERS EVP SYSTEMS IMPROVMT40 $471,877-$52,500 $524,3771
DAVID A DANIELSON EVP OF ADMIN & CFO40 $425,269-$52,500 $477,7691
CHRISTOPHER T YEBUAH DIRECTOR - INVESTMTS40 $408,473-$52,500 $460,9731
Robert A Watt Chair14 $183,000-$0 $183,0001
Joan B Poliak Vice Chair16 $160,000-$0 $160,0001
Sharon L McDaniel Treasurer13 $160,000-$0 $160,0001
America Y Bracho Secretary15 $160,000-$0 $160,0001
David C Mills Trustee16 $160,000-$0 $160,0001
Shelia Evans-Tranumn Trustee15 $160,000-$0 $160,0001
Norman B Rice Trustee14 $160,000-$0 $160,0001
2014 · 13 people listed · 13 paid, $5.5M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH A BOATENG CHIEF INV. OFFICER40 $1,271,402-$51,000 $1,322,4021
William C Bell Ph D President and CEO40 $1,042,876-$51,000 $1,093,8761
DAVID B SANDERS EVP SYSTEMS IMPROVMT40 $455,371-$51,000 $506,3711
CHRISTOPHER T YEBUAH MANAGING DIR. INVEST40 $451,145-$51,000 $502,1451
TIMOTHY R STARK DIR. - INVESTMENTS40 $432,024-$51,000 $483,0241
DAVID A DANIELSON EVP OF ADMIN AND CFO40 $402,261-$51,000 $453,2611
Robert A Watt Chair15 $181,000-$0 $181,0001
Shelia Evans-Tranumn Trustee19 $158,334-$0 $158,3341
Norman B Rice Trustee13 $158,334-$0 $158,3341
Joan B Poliak Vice Chair17 $158,333-$0 $158,3331
Sharon L McDaniel Treasurer17 $158,333-$0 $158,3331
America Y Bracho Secretary15 $158,333-$0 $158,3331
David C Mills Trustee15 $158,333-$0 $158,3331
2013 · 13 people listed · 13 paid, $4.9M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William C Bell Ph D President and CEO40 $1,111,629-$49,650 $1,161,2791
JOSEPH A BOATENG CHIEF INV. OFFICER40 $850,747-$49,650 $900,3971
DAVID B SANDERS EVP SYSTEMS IMPROVMT40 $424,210-$49,650 $473,8601
ALEXANDRA K MCKAY EVP PROGRAM COUNSEL40 $393,387-$49,650 $443,0371
DAVID A DANIELSON EVP OF ADMIN AND CFO40 $384,598-$49,650 $434,2481
LAURA SAGEN EVP COMMUNICATION HR40 $332,718-$49,650 $382,3681
Robert A Watt Chair16 $168,628-$0 $168,6281
Shelia Evans-Tranumn Trustee17 $163,372-$0 $163,3721
Joan B Poliak Vice Chair18 $155,000-$0 $155,0001
Sharon L McDaniel Treasurer18 $155,000-$0 $155,0001
America Y Bracho Secretary14 $155,000-$0 $155,0001
David C Mills Trustee15 $155,000-$0 $155,0001
Norman B Rice Trustee6 $155,000-$0 $155,0001
2012 · 14 people listed · 14 paid, $4.7M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH A BOATENG CHIEF INV. OFFICER40 $1,104,670-$47,400 $1,152,0701
William C Bell PhD President and CEO40 $746,817-$47,400 $794,2172
DAVID B SANDERS EVP SYSTEMS IMPROVMT40 $376,702-$47,400 $424,1021
CHRISTOPHER T YEBUAH MANGING DIRECTOR-INV40 $362,527-$47,400 $409,9271
DAVID A DANIELSON EVP OF ADMIN AND CFO40 $356,249-$47,400 $403,6491
TIMOTHY R STARK DIRECTOR-INVESTMENTS40 $329,233-$47,400 $376,6331
Shelia Evans-Tranumn Chair24 $174,930-- $174,9301
Joan B Poliak Vice Chair20 $153,083-- $153,0831
Sharon McDaniel Treasurer18 $153,083-- $153,0831
America Y Bracho Corp. Secretary14 $153,083-- $153,0831
David Mills Trustee18 $153,083-- $153,0831
Robert A Watt Trustee15 $153,083-- $153,0831
Gary R Severson Trustee16 $88,500-- $88,5001
Norman B Rice Trustee15 $64,585-- $64,5851
2011 · 13 people listed · 13 paid, $4.3M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH A BOATENG CHIEF INV. OFFICER40 $1,032,472-$45,750 $1,078,2221
William C Bell PhD President and CEO40 $695,921-$45,750 $741,6712
DAVID A DANIELSON EVP OF ADMIN AND CFO40 $380,947-$45,750 $426,6971
DAVID B SANDERS EVP SYSTEMS IMPROVMT40 $357,119-$45,750 $402,8691
ALEXANDRA MCKAY EVP CHIEF COUNSEL40 $295,530-$45,750 $341,2801
LAURA SAGAN EVP HR & COMM40 $277,351-$45,750 $323,1011
Shelia Evans-Tranumn Chair27 $156,291-- $156,2911
Gary R Severson Trustee16 $150,070-- $150,0701
David Mills Trustee28 $142,887-- $142,8871
America Y Bracho Corp. Secretary17 $142,870-- $142,8701
Joan B Poliak Vice Chair21 $142,860-- $142,8601
Sharon McDaniel Treasurer23 $142,849-- $142,8491
Robert A Watt Trustee16 $142,849-- $142,8491
2010 · 13 people listed · 13 paid, $4.1M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH A BOATENG CHIEF INV. OFFICER40 $977,896-$44,850 $1,022,7461
William C Bell PhD President and CEO40 $710,536-$44,850 $755,3862
DAVID B SANDERS EVP SYSTEMS IMPROVMT40 $357,728-$44,850 $402,5781
DAVID A DANIELSON EVP OF ADMIN AND CFO40 $328,958-$44,850 $373,8081
ALEXANDRA MCKAY EVP CHIEF COUNSEL40 $310,252-$44,850 $355,1021
DAVID A BERNS EVP FAMILY SERVICES40 $268,308-$44,850 $313,1581
Gary R Severson Chairman16 $144,368-$0 $144,3681
David Mills Trustee19 $126,173-$0 $126,1731
Joan B Poliak Vice Chair19 $126,146-$0 $126,1461
Sharon McDaniel Treasurer19 $126,146-$0 $126,1461
Shelia Evans-Tranumn Corp. Secretary23 $126,146-$0 $126,1461
America Y Bracho Trustee14 $126,146-$0 $126,1461
Robert A Watt Trustee17 $126,146-$0 $126,1461

Highest-paid independent contractors

2024 · 5 contractors · $4.7M
NameLocationServicePaid
BNY MELLONNEW YORK, NYINVESTMENT CUSTODIAN$1,417,549
ARROWSTREETBOSTON, MAINVESTMENT MANAGER$866,529
AMPERSANDBOSTON, MAINVESTMENT MANAGER$829,799
HORSLEY BRIDGESAN FRANCISCO, CAINVESTMENT MANAGER$829,484
FRANCISCO PARTNERSSAN FRANCISCO, CAINVESTMENT MANAGER$772,510
2023 · 5 contractors · $4.5M
NameLocationServicePaid
BNY MELLONNEW YORK, NYINVESTMENT CUSTODIAN$1,383,485
HORSLEY BRIDGESAN FRANCISCO, CAINVESTMENT MANAGER$855,707
SILCHESTERNEW YORK, NYINVESTMENT MANAGER$816,427
ARROWSTREETBOSTON, MAINVESTMENT MANAGER$799,152
FRANCISCO PARTNERSSAN FRANCISCO, CAINVESTMENT MANAGER$633,486
2022 · 5 contractors · $4.8M
NameLocationServicePaid
BNY MELLONNEW YORK, NYINVESTMENT CUSTODIAN$1,242,833
TORQUEST PARTNERSTORONTO, ONTARIOINVESTMENT MANAGER$1,010,240
BLACKROCKSAN FRANCISCO, CAINVESTMENT MANAGER$975,436
ARROWSTREETBOSTON, MAINVESTMENT MANAGER$874,171
SILCHESTERNEW YORK, NYINVESTMENT MANAGER$742,184
2021 · 5 contractors · $4.7M
NameLocationServicePaid
Baillie GiffordNew York, NYInvestment Manager$1,249,577
BNY - MellonNew York, NYInvestment Custodian$1,243,033
Silchester International InvestorsNew York, NYInvestment Manager$781,499
Arrowstreet CapitalBoston MA, MAInvestment Manager$748,789
Horsley Bridge PartnersSan Francisco, CAInvestment Manager$675,000
2020 · 5 contractors · $4.1M
NameLocationServicePaid
BNY - MellonNew York, NYInvestment Custodian$1,097,140
Horsley Bridge PartnersSan Francisco, CAInvestment Manager$914,429
Baillie GiffordNew York, NYInvestment Manager$817,305
Silchester International InvestorsNew York, NYInvestment Manager$655,351
Vivo CapitalPalo Alto, CAInvestment Manager$629,468
2019 · 5 contractors · $3.6M
NameLocationServicePaid
BNY - MellonNew York, NYInvestment Custodian$1,032,126
Silchester International Investors LLPNew York, NYInvestment Manager$688,401
Horsley Bridge PartnersSan Francisco, CAInvestment Manager$675,000
Arrowstreet CapitalBoston, MAInvestment Manager$658,562
GlenRock Capital AdvisersNew York, NYInvestment Consultant$550,000
2018 · 5 contractors · $3.8M
NameLocationServicePaid
BNY - MellonNew York, NYInvestment Custodian$1,026,215
Arrowstreet CapitalBoston, MAInvestment Manager$891,848
Silchester International Investors LLPNew York, NYInvestment Manager$706,072
Marathon - LondonChicago, ILInvestment Manager$643,156
Horsley Bridge PartnersSan Francisco, CAInvestment Manager$566,690
2017 · 5 contractors · $3.7M
NameLocationServicePaid
BNY - MellonNEW YORK, NYInvestment Custodian$990,715
ArrowstreetBOSTON, MAInvestment Manager$805,884
Marathon - LondonCHICAGO, ILInvestment Manager$772,041
GlenRock Capital AdvisorsNEW YORK, NYInvestmentConsultant$550,000
Burgundy Asset ManagementTORONTO, ONTARIOInvestment Manager$542,277
2016 · 5 contractors · $3.9M
NameLocationServicePaid
BNY - MellonNEW YORK, NYInvestment Custodian$1,022,556
ArrowstreetBOSTON, MAInvestment Manager$928,955
Marathon - LondonCHICAGO, ILInvestment Manager$768,686
Burgundy Asset ManagementTORONTO, ONTARIOInvestment Manager$610,487
GlenRock Capital AdvisorsNEW YORK, NYInvestment Manager$550,000
2015 · 5 contractors · $3.8M
NameLocationServicePaid
BNY - MellonNEW YORK, NYInvestment Custodian$996,092
ArrowstreetBOSTON, MAInvestment Manager$878,234
Marathon - LondonCHICAGO, ILInvestment Manager$739,315
Burgundy Asset ManagementTORONTO, ONTARIOInvestment Manager$593,520
Mondrian Investment PartnersPHILADELPHIA, PAInvestment Manager$549,113
2014 · 5 contractors · $3.6M
NameLocationServicePaid
BNY - MellonNEW YORK, NYInvestment Custodian$1,039,694
ArrowstreetBOSTON, MAInvestment Manager$895,578
Steinberg USNEW YORK, NYInvestment Manager$579,176
Baillie GiffordNEW YORK, NYInvestment Manager$552,381
AltrinsicGREENWICH, CTInvestment Manager$541,844
2013 · 5 contractors · $3.8M
NameLocationServicePaid
ARROWSTREETBOSTONINVESTMENT MANAGER$906,622
BNY-MELLONNEW YORKINVESTMENT CUSTODIAN$822,156
EIM MANAGMENT INCNEW YORKINVESTMNT CONSULTANT$708,333
EXPONENT PARTNERSSAN FRANCISCOCONSULTING$683,272
SAGE INFORMATION TECHNOLOGY SERVICESSPOKANECONSULTING$644,528

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 201 grants to organizations · $6.0M
2023 · 178 grants to organizations · $7.6M

Listed grants add up to $7,597,508; the return's “grants paid” expense line says $7,687,928. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 199 grants to organizations · $9.0M

Listed grants add up to $8,985,882; the return's “grants paid” expense line says $8,324,977. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 208 grants to organizations · $9.2M

Listed grants add up to $9,217,628; the return's “grants paid” expense line says $9,742,538. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 275 grants to organizations · $15.9M
2019 · 222 grants to organizations · $8.8M

Listed grants add up to $8,779,837; the return's “grants paid” expense line says $7,810,045. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 150 grants to organizations · $3.8M · 1 summary line · $50K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Listed grants add up to $3,885,261; the return's “grants paid” expense line says $4,847,379. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 208 grants to organizations · $7.0M
2016 · 156 grants to organizations · $4.2M
2015 · 158 grants to organizations · $4.1M
2014 · 108 grants to organizations · $2.4M

Listed grants add up to $2,394,680; the return's “grants paid” expense line says $2,422,844. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 114 grants to organizations · $2.5M

Listed grants add up to $2,507,477; the return's “grants paid” expense line says $1,242,348. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 104 grants to organizations · $3.5M

Listed grants add up to $3,528,325; the return's “grants paid” expense line says $4,819,001. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2011 · 53 grants to organizations · $1.8M

Listed grants add up to $1,836,328; the return's “grants paid” expense line says $1,637,828. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2010 · 50 grants to organizations · $911K

Listed grants add up to $911,450; the return's “grants paid” expense line says $1,179,198. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 4 contributors · $6.1M
#ContributorTypeCity, stateTotalNoncashSource
4 B BUCKLEY UNITRUST Organization or other NEW YORK, NY $5,834,500- Form 990PF Sch. B, 2024 · filing
2 SAN DIEGO HEALTH AND HUMAN SERVICES Fuzzy 0.62 Organization or other SAN DIEGO, CA $144,118- Form 990PF Sch. B, 2024 · filing
1 ARIZONA DEPARTMENT OF CHILD SAFETY Organization or other PHOENIX, AZ $59,228- Form 990PF Sch. B, 2024 · filing
3 WA DEPT SOCIAL & HEALTH SERVICES Organization or other OLYMPIA, WA $15,511- Form 990PF Sch. B, 2024 · filing
2023 · 4 contributors · $329K
#ContributorTypeCity, stateTotalNoncashSource
2 SAN DIEGO HEALTH AND HUMAN SERVICES Fuzzy 0.62 Organization or other SAN DIEGO, CA $243,518- Form 990PF Sch. B, 2023 · filing
1 ARIZONA DEPARTMENT OF CHILD SAFETY Organization or other PHOENIX, AZ $61,225- Form 990PF Sch. B, 2023 · filing
3 WA DEPT SOCIAL & HEALTH SERVICES Organization or other OLYMPIA, WA $23,333- Form 990PF Sch. B, 2023 · filing
4 JEFF COY UNITRUST Organization or other NEW YORK, NY $1,190- Form 990PF Sch. B, 2023 · filing
2022 · 5 contributors · $1.9M
#ContributorTypeCity, stateTotalNoncashSource
5 J PIERCE Organization or other SEATTLE, WA $1,000,000- Form 990PF Sch. B, 2022 · filing
4 JEFF COY UNITRUST Organization or other NEW YORK, NY $601,748- Form 990PF Sch. B, 2022 · filing
2 SAN DIEGO HEALTH AND HUMAN SERVICES Fuzzy 0.62 Organization or other SAN DIEGO, CA $106,444- Form 990PF Sch. B, 2022 · filing
1 ARIZONA DEPARTMENT OF CHILD SAFETY Organization or other PHOENIX, AZ $101,252- Form 990PF Sch. B, 2022 · filing
3 WA DEPT SOCIAL & HEALTH SERVICES Organization or other OLYMPIA, WA $56,606- Form 990PF Sch. B, 2022 · filing
2021 · 5 contributors · $2.3M
#ContributorTypeCity, stateTotalNoncashSource
5 JEFF COY UNITRUST Organization or other NEW YORK, NY $2,017,671- Form 990PF Sch. B, 2021 · filing
3 SAN DIEGO HEALTH AND HUMAN SERVICES Fuzzy 0.62 Organization or other SAN DIEGO, CA $120,110- Form 990PF Sch. B, 2021 · filing
1 ARIZONA DEPARTMENT OF CHILD SAFETY Organization or other PHOENIX, AZ $59,226- Form 990PF Sch. B, 2021 · filing
4 WA DEPT SOCIAL & HEALTH SERVICES Organization or other OLYMPIA, WA $55,668- Form 990PF Sch. B, 2021 · filing
2 IDAHO STATE CONTROLLER Organization or other BOISE, ID $35,899- Form 990PF Sch. B, 2021 · filing
2020 · 5 contributors · $577K
#ContributorTypeCity, stateTotalNoncashSource
5 Jeff Coy Unitrust Organization or other NEW YORK, NY $161,313- Form 990PF Sch. B, 2020 · filing
3 SAN DIEGO HEALTH AND HUMAN SERVICES Fuzzy 0.62 Organization or other SAN DIEGO, CA $159,909- Form 990PF Sch. B, 2020 · filing
2 IDAHO STATE CONTROLLER Organization or other BOISE, ID $113,906- Form 990PF Sch. B, 2020 · filing
1 ARIZONA DEPARTMENT OF CHILD SAFETY Organization or other PHOENIX, AZ $91,619- Form 990PF Sch. B, 2020 · filing
4 WA DEPT SOCIAL & HEALTH SERVICES Organization or other OLYMPIA, WA $49,919- Form 990PF Sch. B, 2020 · filing
2019 · 4 contributors · $475K
#ContributorTypeCity, stateTotalNoncashSource
1 Idaho State Controller Organization or other BOISE, ID $143,412- Form 990PF Sch. B, 2019 · filing
3 Arizona Department of Child Safety Organization or other PHOENIX, AZ $138,580- Form 990PF Sch. B, 2019 · filing
2 San Diego Health and Human Services Fuzzy 0.62 Organization or other SAN DIEGO, CA $121,623- Form 990PF Sch. B, 2019 · filing
4 WA Dept Social & Health Services Organization or other OLYMPIA, WA $71,321- Form 990PF Sch. B, 2019 · filing
2018 · 5 contributors · $741K
#ContributorTypeCity, stateTotalNoncashSource
5 Anne V Wasily Unitrust Organization or other NEW YORK, NY $236,969- Form 990PF Sch. B, 2018 · filing
1 Idaho State Controller Organization or other BOISE, ID $186,085- Form 990PF Sch. B, 2018 · filing
3 Arizona Department of Child Safety Organization or other PHOENIX, AZ $123,799- Form 990PF Sch. B, 2018 · filing
2 San Diego Health and Human Services Fuzzy 0.62 Organization or other SAN DIEGO, CA $115,225- Form 990PF Sch. B, 2018 · filing
4 WA Dept Social & Health Services Organization or other OLYMPIA, WA $79,269- Form 990PF Sch. B, 2018 · filing
2017 · 5 contributors · $693K
#ContributorTypeCity, stateTotalNoncashSource
2 Idaho State Controller Person Boise, ID $174,523- Form 990PF Sch. B, 2017 · filing
1 Alameda County Social Services Person Hayward, CA $171,457- Form 990PF Sch. B, 2017 · filing
4 State of Arizona - Childs Person Phoenix, AZ $157,955- Form 990PF Sch. B, 2017 · filing
5 WA Dept Social Health Services Person Olympia, WA $101,173- Form 990PF Sch. B, 2017 · filing
3 San Diego Health and Human Services Person San Diego, CA $87,853- Form 990PF Sch. B, 2017 · filing
2016 · 6 contributors · $1.2M
#ContributorTypeCity, stateTotalNoncashSource
6 Vivian Vera West Unitrust Person NEW YORK, NY $369,263- Form 990PF Sch. B, 2016 · filing
4 State of Arizona - Childs Person Phoenix, AZ $243,138- Form 990PF Sch. B, 2016 · filing
2 Idaho State Controller Person Boise, ID $182,503- Form 990PF Sch. B, 2016 · filing
5 WA Dept Social Health Services Person Olympia, WA $169,860- Form 990PF Sch. B, 2016 · filing
1 Alameda County Social Services Person Hayward, CA $159,863- Form 990PF Sch. B, 2016 · filing
3 San Diego Health and Human Services Person San Diego, CA $117,382- Form 990PF Sch. B, 2016 · filing
2015 · 5 contributors · $775K
#ContributorTypeCity, stateTotalNoncashSource
4 State of Arizona - Childs Person Phoenix, AZ $186,986- Form 990PF Sch. B, 2015 · filing
3 San Diego Health and Human Services Person San Diego, CA $156,438- Form 990PF Sch. B, 2015 · filing
2 Idaho State Controller Person Boise, ID $153,790- Form 990PF Sch. B, 2015 · filing
5 WA Dept Social Health Services Person Olympia, WA $147,282- Form 990PF Sch. B, 2015 · filing
1 Alameda County Social Services Person Hayward, CA $130,595- Form 990PF Sch. B, 2015 · filing
2014 · 5 contributors · $938K
#ContributorTypeCity, stateTotalNoncashSource
4 State of Arizona - Childs Person Phoenix, AZ $252,323- Form 990PF Sch. B, 2014 · filing
3 San Diego Health and Human Services Person San Diego, CA $228,519- Form 990PF Sch. B, 2014 · filing
5 WA Dept Social Health Services Person Olympia, WA $171,922- Form 990PF Sch. B, 2014 · filing
2 Idaho State Controller Person Boise, ID $143,978- Form 990PF Sch. B, 2014 · filing
1 Alameda County Social Services Person Hayward, CA $141,567- Form 990PF Sch. B, 2014 · filing
2013 · 6 contributors · $2.3M
#ContributorTypeCity, stateTotalNoncashSource
6 Cecilia Ryan Unitrust Person $1,331,873- Form 990PF Sch. B, 2013 · filing
3 San Diego Health and Human Services Person $340,005- Form 990PF Sch. B, 2013 · filing
4 State of Arizona - Childs Person $225,010- Form 990PF Sch. B, 2013 · filing
2 Idaho State Controller Person $136,612- Form 990PF Sch. B, 2013 · filing
1 Alameda County Social Services Person $134,243- Form 990PF Sch. B, 2013 · filing
5 WA Dept Social Health Services Person $118,258- Form 990PF Sch. B, 2013 · filing
2012 · 6 contributors · $2.3M
#ContributorTypeCity, stateTotalNoncashSource
6 ANNE V WASILY UNITRUST Person NEW YORK, NY $1,400,000- Form 990PF Sch. B, 2012 · filing
3 San Diego Health and Human Services Person San Diego, CA $299,292- Form 990PF Sch. B, 2012 · filing
5 WA Dept Social Health Services Person Olympia, WA $200,386- Form 990PF Sch. B, 2012 · filing
4 State of Arizona - Childs Person Phoenix, AZ $166,315- Form 990PF Sch. B, 2012 · filing
1 Alameda County Social Services Person Hayward, CA $144,180- Form 990PF Sch. B, 2012 · filing
2 Idaho State Controller Person Boise, ID $113,167- Form 990PF Sch. B, 2012 · filing
2011 · 7 contributors · $3.2M
#ContributorTypeCity, stateTotalNoncashSource
7 Marguerite Ryan Unitrust Person Pittsburgh, PA $1,231,671- Form 990PF Sch. B, 2011 · filing
6 George Fahey Unitrust Person Pittsburg, PA $1,230,619- Form 990PF Sch. B, 2011 · filing
4 State of Arizona - Childs Person Phoenix, AZ $191,816- Form 990PF Sch. B, 2011 · filing
5 WA Dept Social Health Services Person Olympia, WA $185,298- Form 990PF Sch. B, 2011 · filing
1 Alameda County Social Services Person Hayward, CA $142,218- Form 990PF Sch. B, 2011 · filing
2 Idaho State Controller Person Boise, ID $136,070- Form 990PF Sch. B, 2011 · filing
3 San Diego Health and Human Services Person San Diego, CA $108,713- Form 990PF Sch. B, 2011 · filing
2010 · 10 contributors · $19.1M
#ContributorTypeCity, stateTotalNoncashSource
10 Anne V Wasily Unitrust Person New York, NY $14,750,000- Form 990PF Sch. B, 2010 · filing
8 Lloyd J Garrow Unitrust Person Atlanta, GA $2,029,431- Form 990PF Sch. B, 2010 · filing
9 Inger Chassen Unitrust Person Atlanta, GA $885,440- Form 990PF Sch. B, 2010 · filing
5 Texas Dept Family Protective SVC Person Austin, TX $502,442- Form 990PF Sch. B, 2010 · filing
7 WA Dept Social Health Services Person Olympia, WA $276,265- Form 990PF Sch. B, 2010 · filing
6 State of Arizona - Childs Person Phoenix, AZ $213,674- Form 990PF Sch. B, 2010 · filing
2 Alameda County Social Services Person Hayward, CA $160,298- Form 990PF Sch. B, 2010 · filing
3 Idaho State Controller Person Boise, ID $151,391- Form 990PF Sch. B, 2010 · filing
4 San Diego Health and Human Services Person San Diego, CA $117,967- Form 990PF Sch. B, 2010 · filing
1 Social Security Administration Person Baltimore, MD $35,217- Form 990PF Sch. B, 2010 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$151,952,651$162,985,373 $2,682,414,515$2,636,458,422 $6,053,357- $4,575,666--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$62,593,711$154,069,695 $2,637,089,778$2,586,126,402 $329,266- $4,853,497--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$231,312,593$142,207,134 $2,537,988,440$2,490,592,627 $1,866,048- $4,393,162--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$356,239,167$160,663,193 $2,040,008,339$1,984,883,573 $2,289,537- $3,794,582--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$22,181,103$141,769,237 $1,770,695,327$1,744,307,599 $577,051- $3,937,522--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$179,369,408$128,790,510 $1,887,606,795$1,863,895,733 $478,079- $3,935,736--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$130,978,731$128,376,816 $1,837,884,543$1,813,316,835 $742,039- $3,931,914--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$143,750,627$142,273,240 $1,838,786,621$1,810,714,920 $693,035- $3,576,404--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$124,350,886$143,488,292 $1,835,187,120$1,809,237,533 $1,247,904- $3,847,951--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$119,726,777$141,193,654 $1,855,629,346$1,828,374,939 $777,562- $2,124,470--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$130,821,070$128,208,273 $1,876,601,173$1,849,841,816 $942,835- $2,173,876--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$133,036,612$122,811,057 $1,874,434,281$1,847,229,019 $2,287,622- $2,218,629--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$60,589,284$125,422,831 $1,865,263,722$1,837,003,464 -- $1,840,247--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$53,161,638$117,563,330 $1,930,100,241$1,901,837,011 -- $1,716,597--
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$51,469,056$116,532,791 $1,996,118,133$1,966,238,703 -- $1,611,807--

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

2 grantors reported grants to this organization, $1,075,000 in all, tax years 2020 to 2022. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor Exact 2022 1$1,000,000 2022$1,000,000
show
RAYMOND AND MARGARET VICKER CHARITABLE TRUST Private foundation Fuzzy filed as “CASEY FAMILY PROGRAMS” 2020-2021 2$75,000 2021$40,000
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ANNIE E CASEY FOUNDATIONMDT21 $164,059,965$182,832,547 TRUSTEE, PRESIDENT, ASSISTANT SECRETARY & ASSISTANT TREASURER$987,135 Same NTEE code T21, revenue within 2x
THE@MACMILLAN FAMILY FOUNDATION INCNYT21 $113,765,590$31,318,999 GRANTS ADMINISTRATOR$431,434 Same NTEE code T21, revenue within 2x
FUNDACAO CALOUSTE GULBENKIANT21 $259,405,851$147,476,771 TRUSTEE$3,459,368 Same NTEE code T21, revenue within 2x
CITI FOUNDATIONNYT21 $80,163,260$92,820,100 CHAIR$0 Same NTEE code T21, revenue within 2x
CHARTER FUND INCCOT21 $232,401,456$189,583,844 PRESIDENT$657,208 Same NTEE code T21, revenue within 2x
WELLS FARGO FOUNDATIONMNT21 $154,047,189$157,756,944 DIRECTOR$0 Same NTEE code T21, revenue within 2x
COMMUNITY FINANCE CORPORATIONAZT21 $127,733,375$127,299,594 DES REP$0 Same NTEE code T21, revenue within 2x
DAVID R & PATRICIA D ATKINSON FOUNDATIONNJT21 $97,149,448$8,181,692 TRUSTEE$0 Same NTEE code T21, revenue within 2x
WYSS FOUNDATIONDCT21 $243,938,695$242,909,358 PRESIDENT & DIRECTOR$706,301 Same NTEE code T21, revenue within 2x
JOYCE FOUNDATIONILT21 $85,756,522$67,316,551 President/Director (Thru 9/30/24)$765,672 Same NTEE code T21, revenue within 2x
JBJ FOUNDATION INCFLT21 $77,696,907$12,353,898 DIRECTOR$0 Same NTEE code T21, revenue within 2x
MCKNIGHT FOUNDATIONMNT21 $189,397,037$209,369,790 Director, President$810,008 Same NTEE code T21, revenue within 2x
ANSCHUTZ FOUNDATIONCOT21 $120,106,971$74,635,417 EXECUTIVE DIRECTOR$431,855 Same NTEE code T21, revenue within 2x
WAL-MART FOUNDATIONART21 $114,855,982$115,673,194 DIRECTOR$0 Same NTEE code T21, revenue within 2x
GOLDMAN SACHS FOUNDATIONNYT21 $95,978,727$45,451,305 DIRECTOR$0 Same NTEE code T21, revenue within 2x
JOHN A HARTFORD FOUNDATIONNYT21 $85,274,347$34,900,760 VP PROG & ACTING PRESIDENT TO 12/31/25$582,645 Same NTEE code T21, revenue within 2x
THE HARRY & JEANETTE WEINBERG FOUNDATION INCMDT21 $214,832,652$171,125,373 PRESIDENT$1,191,300 Same NTEE code T21, revenue within 2x
MEYER MEMORIAL TRUSTORT21 $112,252,197$89,306,097 CEO$598,905 Same NTEE code T21, revenue within 2x
LONGWOOD GARDENS INCPAT21 $100,974,376$143,400,342 PRESIDENT AND CEO$1,165,066 Same NTEE code T21, revenue within 2x
THE TRINITY FAMILY FOUNDATIONTXT21 $40,265,637$2,775,461 DIRECTOR$0 Same NTEE code T21, revenue within 5x
CUMMINGS FOUNDATION GRANTS INCMAT21 $64,386,930$39,346,860 Deputy Director$0 Same NTEE code T21, revenue within 5x
THE COMCAST NBCUNIVERSAL FOUNDATIONPAT21 $50,311,821$50,987,149 President$0 Same NTEE code T21, revenue within 5x
CLARK FOUNDATIONNYT21 $41,818,055$37,197,394 CSC DIRECTOR$135,044 Same NTEE code T21, revenue within 5x
COMMONWEALTH FUNDNYT21 $39,838,343$51,961,087 President$921,068 Same NTEE code T21, revenue within 5x
MORRIS AND GWENDOLYN CAFRITZ FOUNDATIONDCT21 $65,646,300$74,182,537 CHAIRMAN, CEO, & PRESIDENT$618,269 Same NTEE code T21, revenue within 5x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$131,786,67013 22010–2022 CHARTER FUND INC; BROOKLYN COMMUNITY FOUNDATION
GATES FOUNDATION Private foundation$101,802,62734 22010–2024 CHARTER FUND INC; MCKNIGHT FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$93,983,30340 82016–2024 CHARTER FUND INC; FIDUCIARY CHARITABLE FOUNDATION; NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC; BROOKLYN COMMUNITY FOUNDATION and 4 more
MAIMONIDES FOUNDATION INC Private foundation$70,000,0001 12023–2023 NSN FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$61,735,72642 72014–2024 CHARTER FUND INC; FIDUCIARY CHARITABLE FOUNDATION; NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC; FRIENDS OF LOPEZ ISLAND POOL and 3 more
BLOOMBERG FAMILY FOUNDATION INC Private foundation$53,325,0001 12022–2022 CHARTER FUND INC
CUMMINGS FOUNDATION INC Private foundation$51,063,6662 12023–2024 CUMMINGS FOUNDATION GRANTS INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$49,594,48729 82020–2024 CHARTER FUND INC; BROOKLYN COMMUNITY FOUNDATION; FIDUCIARY CHARITABLE FOUNDATION; FRIENDS OF LOPEZ ISLAND POOL and 4 more
WALTON FAMILY FOUNDATION INC Private foundation$38,025,0006 22020–2024 CHARTER FUND INC; BROOKLYN COMMUNITY FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$34,512,14123 62014–2024 CHARTER FUND INC; BROOKLYN COMMUNITY FOUNDATION; NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC; FRIENDS OF LOPEZ ISLAND POOL and 2 more
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$34,384,00019 42017–2024 CHARTER FUND INC; NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC; FRIENDS OF LOPEZ ISLAND POOL; BROOKLYN COMMUNITY FOUNDATION
THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC Private foundation$29,400,0003 12020–2024 CHARTER FUND INC
BROWN FOUNDATION INC Private foundation$25,000,0001 12021–2021 CHARTER FUND INC
COMMUNITY FOUNDATION OF GREATER MEMPHIS INC DAF sponsor$19,759,7879 12015–2024 CHARTER FUND INC
CARNEGIE CORPORATION OF NEW YORK Private foundation$14,666,70015 12010–2024 CHARTER FUND INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $162,985,373 spent · pay $74,343,232 · grants $5,969,341 · events $5,288,838
LineAs describedTotalShare
Other salaries and wages $52,489,381 32.2%
Other expenses $47,437,555 29.1%
Fees: other professional $19,392,171 11.9%
Pension plans and employee benefits $17,278,185 10.6%
Occupancy $6,902,098 4.2%
Contributions, gifts, grants paid $5,969,341 3.7%
Travel, conferences and meetings $5,288,838 3.2%
Pay: officers, directors, trustees $4,575,666 2.8%
Depreciation and depletion $2,196,802 1.3%
Fees: accounting $526,081 0.3%
Fees: legal $524,870 0.3%
Printing and publications $257,596 0.2%
Taxes $146,789 0.1%
Total$162,985,373100%

View the filing

2023 · Form 990PF · $154,069,695 spent · pay $69,647,858 · grants $7,687,928 · events $4,048,455
LineAs describedTotalShare
Other salaries and wages $49,353,206 32.0%
Other expenses $43,258,470 28.1%
Fees: other professional $18,868,817 12.2%
Pension plans and employee benefits $15,441,155 10.0%
Contributions, gifts, grants paid $7,687,928 5.0%
Occupancy $6,772,952 4.4%
Pay: officers, directors, trustees $4,853,497 3.2%
Travel, conferences and meetings $4,048,455 2.6%
Depreciation and depletion $1,870,328 1.2%
Fees: legal $853,858 0.6%
Taxes $439,345 0.3%
Fees: accounting $404,120 0.3%
Printing and publications $217,564 0.1%
Total$154,069,695100%

View the filing

2022 · Form 990PF · $142,207,134 spent · pay $65,594,393 · grants $8,324,977 · events $2,148,049
LineAs describedTotalShare
Other salaries and wages $46,662,796 32.8%
Other expenses $46,493,260 32.7%
Pension plans and employee benefits $14,538,435 10.2%
Fees: other professional $9,533,663 6.7%
Contributions, gifts, grants paid $8,324,977 5.9%
Occupancy $6,529,444 4.6%
Pay: officers, directors, trustees $4,393,162 3.1%
Travel, conferences and meetings $2,148,049 1.5%
Depreciation and depletion $1,819,649 1.3%
Fees: legal $593,792 0.4%
Taxes $592,813 0.4%
Fees: accounting $414,483 0.3%
Printing and publications $162,611 0.1%
Total$142,207,134100%

View the filing

2021 · Form 990PF · $160,663,193 spent · pay $62,892,684 · grants $9,742,538 · events $136,187
LineAs describedTotalShare
Other expenses $61,362,105 38.2%
Other salaries and wages $44,593,466 27.8%
Fees: other professional $16,107,905 10.0%
Pension plans and employee benefits $14,504,636 9.0%
Contributions, gifts, grants paid $9,742,538 6.1%
Occupancy $6,257,867 3.9%
Pay: officers, directors, trustees $3,794,582 2.4%
Depreciation and depletion $2,702,730 1.7%
Taxes $576,542 0.4%
Fees: legal $403,280 0.3%
Fees: accounting $381,702 0.2%
Travel, conferences and meetings $136,187 0.1%
Printing and publications $99,653 0.1%
Total$160,663,193100%

View the filing

2020 · Form 990PF · $141,769,237 spent · pay $58,313,734 · grants $16,051,558 · events $1,481,608
LineAs describedTotalShare
Other expenses $42,074,822 29.7%
Other salaries and wages $41,721,715 29.4%
Contributions, gifts, grants paid $16,051,558 11.3%
Fees: other professional $14,822,231 10.5%
Pension plans and employee benefits $12,654,497 8.9%
Occupancy $4,966,211 3.5%
Pay: officers, directors, trustees $3,937,522 2.8%
Depreciation and depletion $3,047,384 2.1%
Travel, conferences and meetings $1,481,608 1.0%
Fees: accounting $337,787 0.2%
Taxes $277,953 0.2%
Fees: legal $248,223 0.2%
Printing and publications $147,726 0.1%
Total$141,769,237100%

View the filing

2019 · Form 990PF · $128,790,510 spent · pay $54,432,595 · grants $7,810,045 · events $5,511,806
LineAs describedTotalShare
Other salaries and wages $39,479,959 30.7%
Other expenses $39,098,588 30.4%
Fees: other professional $13,792,508 10.7%
Pension plans and employee benefits $11,016,900 8.6%
Contributions, gifts, grants paid $7,810,045 6.1%
Travel, conferences and meetings $5,511,806 4.3%
Occupancy $4,551,983 3.5%
Pay: officers, directors, trustees $3,935,736 3.1%
Depreciation and depletion $2,738,608 2.1%
Fees: accounting $304,681 0.2%
Fees: legal $289,093 0.2%
Printing and publications $217,038 0.2%
Taxes $43,565 0.0%
Total$128,790,510100%

View the filing

2018 · Form 990PF · $128,376,816 spent · pay $55,446,341 · grants $4,847,379 · events $5,022,051
LineAs describedTotalShare
Other expenses $39,793,993 31.0%
Other salaries and wages $38,614,437 30.1%
Fees: other professional $15,115,267 11.8%
Pension plans and employee benefits $12,899,990 10.0%
Travel, conferences and meetings $5,022,051 3.9%
Contributions, gifts, grants paid $4,847,379 3.8%
Occupancy $4,127,158 3.2%
Pay: officers, directors, trustees $3,931,914 3.1%
Depreciation and depletion $2,694,639 2.1%
Taxes $540,102 0.4%
Fees: legal $304,285 0.2%
Fees: accounting $300,864 0.2%
Printing and publications $184,737 0.1%
Total$128,376,816100%

View the filing

2017 · Form 990PF · $142,273,240 spent · pay $64,911,286 · grants $6,971,232 · events $5,959,494
LineAs describedTotalShare
Other expenses $46,294,524 32.5%
Other salaries and wages $45,401,172 31.9%
Pension plans and employee benefits $15,933,710 11.2%
Fees: other professional $9,611,015 6.8%
Contributions, gifts, grants paid $6,971,232 4.9%
Travel, conferences and meetings $5,959,494 4.2%
Occupancy $4,617,321 3.2%
Pay: officers, directors, trustees $3,576,404 2.5%
Depreciation and depletion $2,884,133 2.0%
Fees: accounting $280,545 0.2%
Taxes $268,406 0.2%
Printing and publications $242,578 0.2%
Fees: legal $232,706 0.2%
Total$142,273,240100%

View the filing

2016 · Form 990PF · $143,488,292 spent · pay $65,004,188 · grants $4,220,346 · events $6,736,989
LineAs describedTotalShare
Other expenses $47,509,202 33.1%
Other salaries and wages $45,663,171 31.8%
Pension plans and employee benefits $15,493,066 10.8%
Fees: other professional $10,945,451 7.6%
Travel, conferences and meetings $6,736,989 4.7%
Occupancy $4,698,886 3.3%
Contributions, gifts, grants paid $4,220,346 2.9%
Pay: officers, directors, trustees $3,847,951 2.7%
Depreciation and depletion $2,830,705 2.0%
Taxes $591,323 0.4%
Printing and publications $488,463 0.3%
Fees: accounting $258,806 0.2%
Fees: legal $203,933 0.1%
Total$143,488,292100%

View the filing

2015 · Form 990PF · $141,193,654 spent · pay $63,867,817 · grants $4,106,870 · events $6,282,948
LineAs describedTotalShare
Other expenses $46,732,715 33.1%
Other salaries and wages $46,298,882 32.8%
Pension plans and employee benefits $15,444,465 10.9%
Fees: other professional $11,772,522 8.3%
Travel, conferences and meetings $6,282,948 4.4%
Occupancy $4,660,610 3.3%
Contributions, gifts, grants paid $4,106,870 2.9%
Depreciation and depletion $2,807,684 2.0%
Pay: officers, directors, trustees $2,124,470 1.5%
Fees: legal $442,509 0.3%
Printing and publications $245,878 0.2%
Fees: accounting $238,242 0.2%
Taxes $35,859 0.0%
Total$141,193,654100%

View the filing

2014 · Form 990PF · $128,208,273 spent · pay $61,224,146 · grants $2,422,844 · events $6,176,790
LineAs describedTotalShare
Other salaries and wages $44,616,513 34.8%
Other expenses $40,210,148 31.4%
Pension plans and employee benefits $14,433,757 11.3%
Fees: other professional $10,109,366 7.9%
Travel, conferences and meetings $6,176,790 4.8%
Occupancy $4,436,826 3.5%
Depreciation and depletion $2,631,850 2.1%
Contributions, gifts, grants paid $2,422,844 1.9%
Pay: officers, directors, trustees $2,173,876 1.7%
Printing and publications $355,791 0.3%
Fees: legal $322,449 0.3%
Fees: accounting $244,280 0.2%
Taxes $73,783 0.1%
Total$128,208,273100%

View the filing

2013 · Form 990PF · $122,811,057 spent · pay $59,507,544 · grants $1,242,348 · events $5,173,110
LineAs describedTotalShare
Other salaries and wages $43,176,964 35.2%
Other expenses $39,364,252 32.1%
Pension plans and employee benefits $14,111,951 11.5%
Fees: other professional $9,569,989 7.8%
Travel, conferences and meetings $5,173,110 4.2%
Occupancy $4,140,952 3.4%
Depreciation and depletion $2,677,776 2.2%
Pay: officers, directors, trustees $2,218,629 1.8%
Contributions, gifts, grants paid $1,242,348 1.0%
Fees: legal $559,233 0.5%
Printing and publications $301,453 0.2%
Fees: accounting $230,290 0.2%
Taxes $44,110 0.0%
Total$122,811,057100%

View the filing

2012 · Form 990PF · $125,422,831 spent · pay $56,252,818 · grants $4,819,001 · events $4,827,065
LineAs describedTotalShare
Other salaries and wages $41,707,116 33.3%
Other expenses $41,476,999 33.1%
Pension plans and employee benefits $12,705,455 10.1%
Fees: other professional $10,002,319 8.0%
Travel, conferences and meetings $4,827,065 3.8%
Contributions, gifts, grants paid $4,819,001 3.8%
Occupancy $4,150,265 3.3%
Depreciation and depletion $2,869,489 2.3%
Pay: officers, directors, trustees $1,840,247 1.5%
Fees: legal $504,499 0.4%
Printing and publications $294,203 0.2%
Fees: accounting $195,664 0.2%
Taxes $30,509 0.0%
Total$125,422,831100%

View the filing

2011 · Form 990PF · $117,563,330 spent · pay $53,820,584 · grants $1,637,828 · events $4,211,332
LineAs describedTotalShare
Other expenses $41,293,688 35.1%
Other salaries and wages $39,583,824 33.7%
Pension plans and employee benefits $12,520,163 10.6%
Fees: other professional $8,501,416 7.2%
Travel, conferences and meetings $4,211,332 3.6%
Occupancy $4,056,555 3.5%
Depreciation and depletion $2,892,204 2.5%
Pay: officers, directors, trustees $1,716,597 1.5%
Contributions, gifts, grants paid $1,637,828 1.4%
Fees: legal $518,554 0.4%
Printing and publications $382,453 0.3%
Fees: accounting $222,701 0.2%
Taxes $26,015 0.0%
Total$117,563,330100%

View the filing

2010 · Form 990PF · $116,532,791 spent · pay $51,804,455 · grants $1,179,198 · events $3,425,854
LineAs describedTotalShare
Other expenses $44,386,669 38.1%
Other salaries and wages $37,928,621 32.5%
Pension plans and employee benefits $12,264,027 10.5%
Fees: other professional $7,402,124 6.4%
Occupancy $5,363,581 4.6%
Travel, conferences and meetings $3,425,854 2.9%
Depreciation and depletion $2,013,518 1.7%
Pay: officers, directors, trustees $1,611,807 1.4%
Contributions, gifts, grants paid $1,179,198 1.0%
Printing and publications $369,335 0.3%
Fees: legal $352,927 0.3%
Fees: accounting $197,568 0.2%
Taxes $37,562 0.0%
Total$116,532,791100%

View the filing

State business registration

The same business name in the same state, from the state’s official registry data.

Trademarks

8 US trademarks, 4 live.

MarkSerialFiledStatusSource
RAISE ME UP777644132009-06-19Registration cancelledTRCFECO2, file of 2024-03-27
POWERFUL FAMILIES776248832008-12-02Registration cancelledTRCFECO2, file of 2024-03-27
RAISE ME UP773948312008-02-12Registration cancelledTRCFECO2, file of 2024-03-27
BETTER TOGETHER788920632006-05-24Registered and renewedTRTDXFAP, file of 2026-09-26
FOSTERING FAMILIES. FOSTERING CHANGE.783693972004-02-17Registration cancelledTRTDXFAP, file of 2026-01-28
C783693862004-02-17Registered and renewedTRTYRAP, file of 2026-04-03
CASEY FAMILY PROGRAMS762174182001-02-27Registered and renewedTRCFECO2, file of 2024-03-27
CASEY FAMILY PROGRAMS736902711987-10-19Registered and renewedTRCFECO2, file of 2024-03-27

The newest marks of the trademark owners above, matched to this record by name (and state).

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