Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
Casey Family Programs
 

Number and street (or P.O. box number if mail is not delivered to street address)2001 EIGHTH AVE Suite 2700   Room/suite
City or town, state, and ZIP code
Seattle, WA981212641
A Employer identification number

91-0793881
B Telephone number (see page 10 of the instructions)

(206) 282-7300
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,096,129,391J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 19,145,308
2 Check bullet
3 Interest on savings and temporary cash investments 24,933 24,933 24,933
4 Dividends and interest from securities...... 34,146,642 42,869,383 42,869,383
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -5,671,003
b Gross sales price for all assets on line 6a 1,507,407,784
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain......... 15,044,005
9 Income modifications........... 35,000
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 3,823,176 137,313 312,294
12 Total. Add lines 1 through 11........ 51,469,056 43,031,629 58,285,615
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,611,807 133,950 133,950 1,477,857
14 Other employee salaries and wages...... 37,928,621 2,074,051 2,074,051 35,288,703
15 Pension plans, employee benefits....... 12,264,027 308,016 308,016 11,868,195
16a Legal fees (attach schedule)......... Click to see attachment 352,927 120,618 120,618 232,309
b Accounting fees (attach schedule)....... Click to see attachment 197,568 21,122 21,122 176,447
c Other professional fees (attach schedule).... Click to see attachment 7,402,124 5,841,063 5,841,063 1,561,061
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 37,562 358,439 358,439 37,562
19 Depreciation (attach schedule) and depletion... Click to see attachment 2,013,518    
20 Occupancy.............. 5,363,581     5,645,636
21 Travel, conferences, and meetings....... 3,425,854 30,407 30,407 3,395,447
22 Printing and publications.......... 369,335     369,335
23 Other expenses (attach schedule)....... Click to see attachment 44,386,669 7,555,766 7,582,242 38,215,392
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 115,353,593 16,443,432 16,469,908 98,267,944
25 Contributions, gifts, grants paid........ 1,179,198 911,450
26 Total expenses and disbursements. Add lines 24 and 25 116,532,791 16,443,432 16,469,908 99,179,394
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -65,063,735
b Net investment income (if negative, enter -0-) 26,588,197
c Adjusted net income (if negative, enter -0-)... 41,815,707
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 165,028 8,319,216 8,319,216
2 Savings and temporary cash investments.......... 79,143,304 101,371,879 101,518,239
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 783,210 1,015,904 1,015,904
10a Investments—U.S. and state government obligations (attach schedule) 105,231,064 Click to see attachment134,875,636 135,185,664
b Investments—corporate stock (attach schedule)........ 1,206,977,505 Click to see attachment1,137,217,215 1,260,418,293
c Investments—corporate bonds (attach schedule)........ 305,629,214 Click to see attachment287,092,668 296,705,470
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 323,805,764 Click to see attachment286,707,639 256,741,945
14 Land, buildings, and equipment: basis bullet48,849,435
Less: accumulated depreciation (attach schedule) bullet13,191,514 25,165,456 Click to see attachment35,657,921 32,364,605
15 Other assets (describe bullet) Click to see attachment3,218,445 Click to see attachment3,860,055 Click to see attachment3,860,055
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,050,118,990 1,996,118,133 2,096,129,391
Liabilities 17 Accounts payable and accrued expenses.......... 12,903,229 20,028,786
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment5,913,323 Click to see attachment9,850,644
23 Total liabilities (add lines 17 through 22).......... 18,816,552 29,879,430
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 2,031,302,438 1,966,238,703
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,031,302,438 1,966,238,703
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,050,118,990 1,996,118,133
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,031,302,438
2 Enter amount from Part I, line 27a...................... 2 -65,063,735
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,966,238,703
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 1,966,238,703
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - ST P    
b PUBLICLY TRADED SECURITIES - LT P    
c DEFERRED GAIN ON WESTLAKE PROPERTY P    
d AIG EURO II P    
e CHARTERHOUSE IX P    
CVC EUROPEAN EQUITY P    
AIG ASIA REAL ESTATE P    
AIG EURO II P    
ASIAN INFRASTRUCTURE P    
AXIOM ASIA II P    
CARLYLE PARTNERS V P    
CHARLESBANK VII P    
CHARTERHOUSE IX P    
GS VINTAGE IV P    
GS VINTAGE V P    
AXIOM ASIA II P    
CHARLESBANK VII P    
HORSLEY BRIDGE IX P    
HORSLEY BRIDGE INTL P    
OCM OPPORTUNITIES VII P    
OCM OPPORTUNITIES VIIB P    
PARISH CAPITAL II. P    
SIGULER GUFF P    
SPLITROCK II P    
WAYZATA P    
SECTION 1256 G/L FROM K-1 - ST P    
HORSLEY BRIDGE IX P    
INVESCO ASIA P    
JORDAN- RESOLUTE II P    
OAKTREE LOAN FUND P    
OAKTREE MEZZ P    
OAKTREE LIQUIDATING LOAN FUND P    
OCM OPPORTUNITIES VII P    
OCM OPPORTUNITIES VIIB P    
PARISH CAPITAL II P    
PRUDENTIAL PRISA I P    
PRUDENTIAL PRISA II P    
PRUDENTIAL PRISA III P    
SIGULER GUFF P    
WAYZATA P    
SECTION 1256 G/L FROM K-1 - LT P    
CARLYLE PARTNERS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,062,691,700   1,048,159,224 14,532,476
b 353,946,740   372,762,939 -18,816,199
c 3,581,219     3,581,219
d 2,434     2,434
e     1,742 -1,742
71     71
    255,501 -255,501
    865,248 -865,248
481,078     481,078
63,175     63,175
24,321     24,321
591,810     591,810
    207,578 -207,578
    359,491 -359,491
13,614   215,945 -202,331
38,361     38,361
    5 -5
9,470     9,470
396     396
    7,875 -7,875
49,792     49,792
    10,036 -10,036
48,696     48,696
    253 -253
127,314     127,314
253,475     253,475
147,399     147,399
    152,810 -152,810
327,843     327,843
22,182     22,182
    520,248 -520,248
    1,838,066 -1,838,066
    132,776 -132,776
557,061     557,061
215,391     215,391
22,083,035   29,745,465 -7,662,430
574,297   867,203 -292,906
923,392   2,457,991 -1,534,599
102,197     102,197
671,370     671,370
380,214     380,214
1,431     1,431
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       14,532,476
b       -18,816,199
c       3,581,219
d       2,434
e       -1,742
      71
      -255,501
      -865,248
      481,078
      63,175
      24,321
      591,810
      -207,578
      -359,491
      -202,331
      38,361
      -5
      9,470
      396
      -7,875
      49,792
      -10,036
      48,696
      -253
      127,314
      253,475
      147,399
      -152,810
      327,843
      22,182
      -520,248
      -1,838,066
      -132,776
      557,061
      215,391
      -7,662,430
      -292,906
      -1,534,599
      102,197
      671,370
      380,214
      1,431
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -10,630,918
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3 15,044,005
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009      
2008      
2007      
2006      
2005      
2 Total of line 1, column (d) ...................... 2  
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3  
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter: 1986-03-18(attach copy of letter if necessary–see instructions)
b 1 N/A
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see list of attachments....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changesClick to see list of attachments....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.Click to see list of attachments
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletAL, AK, AZ, CA, CO, DC, AK, FL, GA, HI, ID, IL, IN, KY, LA, ME, MD, MA, MI, MN, MO, NV, NJ, NY, NC, OH, OR, PA, SC, SD, TX, WA, WV, WY
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.casey.org
    14
    The books are in care ofbulletCASEY FAMILY PROGRAMS Telephone no.bullet (206) 282-7300
    Located atbullet2001 EIGHTH AVE SUITE 2700SEATTLEWA ZIP+4bullet981212641
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
    No
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Gary R Severson Chairman
    16.0     		144,368 0 0
    2001 EIGHTH AVE Suite 2700
    Seattle,WA981212641
    Joan B Poliak Vice Chair
    19.0     		126,146 0 0
    2001 EIGHTH AVE Suite 2700
    Seattle,WA981212641
    Sharon McDaniel Treasurer
    19.0     		126,146 0 0
    2001 EIGHTH AVE Suite 2700
    Seattle,WA981212641
    Shelia Evans-Tranumn Corp. Secretary
    23.0     		126,146 0 0
    2001 EIGHTH AVE Suite 2700
    Seattle,WA981212641
    David Mills Trustee
    19.0     		126,173 0 0
    2001 EIGHTH AVE Suite 2700
    Seattle,WA981212641
    America Y Bracho Trustee
    14.0     		126,146 0 0
    2001 EIGHTH AVE Suite 2700
    Seattle,WA981212641
    Robert A Watt Trustee
    17.0     		126,146 0 0
    2001 EIGHTH AVE Suite 2700
    Seattle,WA981212641
    William C Bell PhD President and CEO
    40.0     		710,536 44,850  
    2001 EIGHTH AVE Suite 2700
    Seattle,WA981212641
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    JOSEPH A BOATENG CHIEF INV. OFFICER
    40.0     		977,896 44,850  
    2001 EIGHTH AVE 2700
    SEATTLE,WA98121
    DAVID B SANDERS EVP SYSTEMS IMPROVMT
    40.0     		357,728 44,850  
    2001 EIGHTH AVE 2700
    SEATTLE,WA98121
    DAVID A DANIELSON EVP OF ADMIN AND CFO
    40.0     		328,958 44,850  
    2001 EIGHTH AVE 2700
    SEATTLE,WA98121
    ALEXANDRA MCKAY EVP CHIEF COUNSEL
    40.0     		310,252 44,850  
    2001 EIGHTH AVE 2700
    SEATTLE,WA98121
    DAVID A BERNS EVP FAMILY SERVICES
    40.0     		268,308 44,850  
    2001 EIGHTH AVE 2700
    SEATTLE,WA98121
    Total number of other employees paid over $50,000...................bullet 326
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    BNY-MELLON INVESTMENT CUSTODIAN 799,217
    ONE WALL STREET 32 FLOOR
    NEW YORK,NY10277
    ARBOR CAPITAL INVESTMENT MANAGER 790,825
    100 CORPORATE PARKWAY SUITE 136
    AMHERST,NY14226
    BAILLIE GIFFORD INVESTMENT MANAGER 682,022
    757 THIRD AVENUE 17TH FLOOR
    NEW YORK,NY10017
    ARROWSTREET Investment Manager 515,930
    200 Clarendon Street 30th Floor
    BOSTON,MA02116
    PIMCO INVESTMENT MANAGER 494,367
    PO BOX 512129
    LOS ANGELES,CA90051
    Total number of others receiving over $50,000 for professional services.............bullet24
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 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) 99,179,394
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,822,661,762
    b
    Average of monthly cash balances.......................
    1b
    92,455,779
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,915,117,541
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    1,915,117,541
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    28,726,763
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,886,390,778
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    94,319,539
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
     
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
     
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
     
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    99,179,394
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
    5,519,168
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    104,698,562
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    104,698,562
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$  
    a Applied to 2009, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2010.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
    1972-05-25
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
    41,815,707 28,278,902 67,412,550 101,168,828 238,675,987
    b 85% of line 2a ......... 35,543,351 24,037,067 57,300,668 85,993,504 202,874,590
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		104,698,562 121,023,450 133,680,141 117,292,008 476,694,161
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		911,450 678,170 2,304,282 2,971,742 6,865,644
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		103,787,112 120,345,280 131,375,859 114,320,266 469,828,517
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		62,879,693 57,559,310 73,830,745 84,087,207 278,356,955
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    California Youth Connection
    604 Mission Street
    San Francisco,CA94105     		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,DC20036     		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,WA98114     		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,DC20002     		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,DC20002     		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,WA98104     		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,MD20910     		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,MD20782     		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,WA98122     		N/A 509(a)(1) To support 11th Annual Benefit Breakfast 2,500
    Council on Foundations
    2121 Crystal Drive Suite 700
    Arlington,VA22202     		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,CA94105     		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,CA92122     		N/A 509(a)(1) To support 2010 annual conference 1,000
    King County Bar Foundation
    1200 fifth Ave suite 600
    Seattle,WA98101     		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,AZ85713     		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,IL60654     		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,IL60654     		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,GA30324     		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,WA98104     		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,TN38103     		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,DC20036     		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,WA98122     		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,WA98027     		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,WA98027     		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,CA90048     		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,CA90010     		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,PA15202     		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,WA98114     		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,MI49686     		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,DC20002     		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,CA94612     		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,IL60605     		N/A 509(a)(1) To support the 2010 Annual dinner 10,000
    Ohio State University Foundation
    364 W lane Ave Suite B
    Columbus,OH43221     		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,WA98046     		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,NV89123     		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,TX78739     		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,WA98101     		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,WA98121     		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,SD57555     		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,CA94577     		N/A Church Donation in connection to rental of facility 400
    Tabor 100
    PO Box 34628
    Seattle,WA98124     		N/A 509(a)(2) Sponsorship 2010 Event 2,000
    Texas State Foster Parents Inc co Texas Foster
    18751 Castellani
    San Antonio,TX78258     		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,CA92123     		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,DC20036     		N/A 509(a)(1) To support general expenses of organization 2,500
    Interconnection
    2222 N Pacific St
    Seattle,WA98103     		N/A 509(a)(1) Donation of property for organization use 26,668
    Youth Employment Institute
    1704 NE 26th Ave
    Portland,OR97212     		N/A 509(a)(1) Donation of property for organization use 1,300
    American Red Cross
    PO Box 4002018
    DES MOINES,IA50340     		N/A 509(a)(1) Donation for Haiti Relief 5,371
    Partners in Health
    888 Commonwealth Ave 3rd Floor
    Boston,MA02215     		N/A 509(a)(1) Donation for Haiti Relief 90,931
    Save The Children
    54 Wilton Rd
    Westport,CT06880     		N/A 509(a)(1) Donation for Haiti Relief 15,243
    World Vision International
    Weyerhaeuser Way South
    Federal Way,WA98001     		N/A 509(a)(1) Donation for Haiti Relief 50,000
    World Vision Inc
    PO Box 9716 Dept W
    Federal Way,WA98063     		N/A 509(a)(1) Donation for Haiti Relief 16,205
    Total .................................bullet 3a 911,450
    bApproved for future payment
    State of Washington Department of Social & Health
    724 Quine Street SE
    Olympia,WA98504     		N/A Govt Agency To support and pay for expenses in connections with the Portal Project 200,000
    Total ..................................bullet 3b 200,000
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 24,933  
    4 Dividends and interest from securities....     14 34,146,642  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 -5,671,003  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aMCF SERVICES AGREEMENT         26,476
    bREIMBURSED EXPENSES         89,380
    cMISC. INCOME         4,829
    dINCOME FROM PRIVATE EQUITY PARTNERSHIPS 900099 54,296 14 3,648,195  
    e
    12 Subtotal. Add columns (b), (d), and (e).. 54,296 32,148,767 120,685
    13Total. Add line 12, columns (b), (d), and (e)...................
    1332,323,748
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    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.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    Casey Family Programs
     
    Employer identification number

    91-0793881
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 2 of Part I
    Name of organization
    Casey Family Programs
          		Employer identification number

    91-0793881
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    Social Security Administration    
    6401 Security Blvd
       
    Baltimore, MD   21235

    		$35,217




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    2
     
     

    Alameda County Social Services    
    24100 Amador Street
       
    Hayward, CA   94544

    		$160,298




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    3
     
     

    Idaho State Controller    
    PO Box 83720
       
    Boise, ID   83720

    		$151,391




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    4
     
     

    San Diego Health and Human Services    
    1700 Pacific Highway
       
    San Diego, CA   92101

    		$117,967




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    5
     
     

    Texas Dept Family Protective SVC    
    701 W 51st Street
       
    Austin, TX   78714

    		$502,442




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    6
     
     

    State of Arizona - Childs    
    PO Box 6123
       
    Phoenix, AZ   85005

    		$213,674




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 2 of 2 of Part I
    Name of organization
    Casey Family Programs
          		Employer identification number

    91-0793881
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    7
     
     

    WA Dept Social Health Services    
    PO Box 45845
       
    Olympia, WA   98504

    		$276,265




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    8
     
     

    Lloyd J Garrow Unitrust    
    C/O Kotter Co 56 Glendale PKWY
       
    Atlanta, GA   30328

    		$2,029,431




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    9
     
     

    Inger Chassen Unitrust    
    C/O Kotter Co 56 Glendale PKWY
       
    Atlanta, GA   30328

    		$885,440




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    10
     
     

    Anne V Wasily Unitrust    
    C/O J P Morgan 1211 Ave Of The Amer
       
    New York, NY   10036

    		$14,750,000




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    Casey Family Programs
          		Employer identification number

    91-0793881
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    Casey Family Programs
          		Employer identification number

    91-0793881
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    Casey Family Programs
    EIN: 91-0793881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ERNST & YOUNG LLP 140,810 21,122 21,122 119,689
    JACOBSON JARVIS & CO. PLLC 14,535     14,535
    JESSE THOMAS GRAYSTON, CPA 16,025     16,025
    VOLDAL WARTELLE & CO. P.S. 26,198     26,198

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2010 DepreciationSchedule
    Name:
    Casey Family Programs
    EIN: 91-0793881
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAND 2000-01-01 4,454,679   L          
    BUILDING 2000-01-01 22,173,678 5,295,772 SL 27 730,269      
    FURNITURE AND FIXT 2000-01-01 9,680,897 5,121,327 SL 7 873,037      
    AUTOMOBILES 2000-01-01 554,211 422,482 SL 7 64,611      
    LEASEHOLD IMPLOVEM 2000-01-01 11,985,970 338,415 SL 15 345,601      

    TY 2010 GeneralExplanationAttachment
    Name:
    Casey Family Programs
    EIN: 91-0793881
    Identifier Return Reference Explanation
    EXPLANATION FOR LINE 9 INCOME MODIFICATIONS PAGE 1 PART 1 LINE 9 CASEY SOLD FURNITURE AND FIXTURES USED FOR CHARITABLE PURPOSES AS PART OF MOVING LOCATIONS. TOTAL SALES PRICE FOR ITEMS WAS $35,000.

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    Casey Family Programs
    EIN: 91-0793881
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 287,092,668 296,705,470
    SPECIFIC DETAIL TOO    
    VOLUMINOUS TO ATTACH.    

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    Casey Family Programs
    EIN: 91-0793881
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON AND PREFFERED STOCK 1,137,217,215 1,260,418,293
    SPECIFIC DETAIL TOO    
    VOLUMINOUS TO ATTACH.    

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    Casey Family Programs
    EIN: 91-0793881
    US Government Securities - End of Year Book Value:

    134,875,636
    US Government Securities - End of Year Fair Market Value:

    135,185,664
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2010 InvestmentsOtherSchedule2
    Name:
    Casey Family Programs
    EIN: 91-0793881
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS   286,707,639 256,741,945
    SPECIFIC DETAIL TOO      
    VOLUMINOUS TO ATTACH.      

    TY 2010 LandEtcSchedule2
    Name:
    Casey Family Programs
    EIN: 91-0793881
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 4,454,679   4,454,679  
    BUILDING 22,173,678 6,026,041 16,147,637  
    FURNITURE AND FIXT 9,680,897 5,994,364 3,686,533  
    AUTOMOBILES 554,211 487,093 67,118  
    LEASEHOLD IMPLOVEM 11,985,970 684,016 11,301,954  


    TY 2010 LegalFeesSchedule
    Name:
    Casey Family Programs
    EIN: 91-0793881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADKINS PLANT ELVINS BLACK PLLC 5,705     5,705
    FRASCONA, JOINER, GOODMAN, GRE 12,229     12,229
    LITTLER MENDELSON FASTIFF 8,735     8,735
    OLES MORRISON RINKER & BAKER 5,921     5,921
    STOEL RIVES LLP 310,413 120,618 120,618 189,795
    VARIOUS ATTORNEYS AND COSTS 4,924     4,924
    SETTLEMENT COSTS 5,000     5,000


    TY 2010 OtherAssetsSchedule
    Name:
    Casey Family Programs
    EIN: 91-0793881
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MISC. RECEIVABLE 314,897 606,637 606,637
    INTEREST AND DIVIDENDS RECEIVA 2,290,869 2,549,148 2,549,148
    CONSTRUCTION IN PROGRESS 72,591 12,832 12,832
    DEPOSITS 150,119 85,067 85,067
    OTHER NON CURRENT ASSETS 389,969 336,144 336,144
    457F DEFERRED COMP PLAN   270,227 270,227


    TY 2010 OtherExpensesSchedule
    Name:
    Casey Family Programs
    EIN: 91-0793881
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    YOUTH AND FAMILY SUPPORT SERVI 37,990,782     37,990,782
    ADVERTISING AND PROMOTION 48,205     48,205
    AUTOMOBILE EXPENSE 83,140     83,140
    BANK FEES 34,644     34,644
    BOT DEFERRED GAINS 41,104     41,104
    COMMUNICATIONS 861,996     861,996
    DATA PROCESSING 43,958     43,958
    DUES AND MEMBERSHIPS 208,450     208,450
    EQUIPMENT RENTAL/LEASE 485,283     485,283
    LIABILITY INSURANCE 694,245     694,245
    MISCELLANEOUS 17,040     17,040
    MOVING EXPENSE 150,746     150,746
    OFFICE SUPPLIES, POSTAGE 558,673     558,673
    RECRUITMENT EXPENSES 292,755     292,755
    REPAIRS & MAINTENANCE 689,941     689,941
    SOFTWARE & FIXED ASSETS < $500 1,252,429     1,252,429
    STAFF TRAINING AND DEVELOPMENT 373,213     373,213
    TEMPORARY HELP 560,065     560,065
    EXP. ALLOCATION TO INV. INCOME   773,018 773,018 -773,018
    MCF SERVICE INCOME EXPENSES     26,476 -26,476
    ACCRUAL TO CASH ADJUSTMENT       -5,371,783
    INV. EXPENSES FROM K-1S   6,782,748 6,782,748  


    TY 2010 OtherIncomeSchedule2
    Name:
    Casey Family Programs
    EIN: 91-0793881
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SERVICES AGREEMENT MCF 26,476   26,476
    REIMBURSED EXPENSES 89,380   89,380
    MISC. INCOME 4,829   4,829
    OTHER INCOME FROM K-1s   137,313 191,609
    INCOME FROM PRIVATE EQUITY PARTNERSHIPS 3,702,491    


    TY 2010 OtherLiabilitiesSchedule
    Name:
    Casey Family Programs
    EIN: 91-0793881
    Description Beginning of Year - Book Value End of Year - Book Value
    BOT DEFERRED INCOME AND INTERE 1,080,813 1,096,091
    DEFERRED RENT 754,604 472,549
    DEFFERED GAIN AMORTIZATION 3,581,218  
    DEFFERED LEASE INCENTIVE   7,711,538
    INSURANCE CLAIM RESERVE 492,000 567,900
    UNCLAIMED PROPERTY 4,688 2,566


    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2010 OtherNotesLoansRcvblLongSch
    Name:
    Casey Family Programs
    EIN: 91-0793881

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV

    TY 2010 OtherProfessionalFeesSchedule
    Name:
    Casey Family Programs
    EIN: 91-0793881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ALTHEIA 150,686 150,686 150,686  
    ARBOR CAPITAL 790,825 790,825 790,825  
    ARROWSTREET 515,930 515,930 515,930  
    BNY MELLON 799,217 799,217 799,217  
    BAILLIE GIFFORD 682,022 682,022 682,022  
    BGI 188,823 188,823 188,823  
    DELAWARE 256,237 256,237 256,237  
    DODGE & COX 170,739 170,739 170,739  
    EIM MANAGEMENT INC. 83,333 83,333 83,333  
    ENNIS, KNUPP & ASSOC. 360,397 360,397 360,397  
    GLENROCK CAPITAL ADVISERS, LLC 316,666 316,666 316,666  
    GOLDMAN SACHS 252,711 252,711 252,711  
    ORG PORTFOLIO MANAGEMENT, LLC 153,900 153,900 153,900  
    OTHERS 562,814 29,932 29,932 532,882
    PIMCO 494,367 494,367 494,367  
    PORTFOLIO MANAGEMENT TECHNOLOG 44,000 44,000 44,000  
    PZENA 98,323 98,323 98,323  
    RISKMETRICS 77,000 77,000 77,000  
    STEINBERG US 375,955 375,955 375,955  
    ARTHUR J GALLAGHER & CO. OF WA 95,000     95,000
    AON CONSULTING, INC. 56,522     56,522
    BULLETIN NEWS NETWORK, INC. 80,856     80,856
    DENALI ADVANCED INTEGRATION 138,757     138,757
    G.A. JONES & ASSOCIATES, INC. 54,915     54,915
    HEATHER PODESTA PARTNERS 120,264     120,264
    MERCURY PUBLIC AFFAIRS 96,000     96,000
    RAMP TECHNOLOGY GROUP,LLC 148,025     148,025
    SAGE INFORMATION TECHNOLOGY 161,340     161,340
    SEVEN SIMPLE MACHINES 76,500     76,500


    TY 2010 TaxesSchedule
    Name:
    Casey Family Programs
    EIN: 91-0793881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICENSING 8,513     8,513
    PROPERTY TAXES 24,974     24,974
    EXCISE AND B & O TAXES 2,108     2,108
    SALES AND USE TAXES 1,967     1,967
    FROM K-1S   358,439 358,439