Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
Casey Family Programs efile
 
% 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 or province, country, and ZIP or foreign postal code
Seattle, WA981212641
A Employer identification number

91-0793881
B Telephone number (see instructions)

(206) 282-7300
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,244,074,790J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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).............. 942,835
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 8,217 8,217 8,217
4 Dividends and interest from securities...... 34,215,593 50,247,653 50,247,653
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 87,005,633
b Gross sales price for all assets on line 6a 2,093,664,357
7 Capital gain net income (from Part IV, line 2)... 121,692,806
8 Net short-term capital gain......... 18,188,609
9 Income modifications........... 11,100
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 8,648,792 5,035,711 5,025,252
12 Total. Add lines 1 through 11........ 130,821,070 176,984,387 73,480,831
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,173,876 169,650 169,650 2,004,226
14 Other employee salaries and wages...... 44,616,513 3,640,698 3,640,698 40,098,687
15 Pension plans, employee benefits....... 14,433,757 518,410 518,410 13,709,496
16a Legal fees (attach schedule)......... Click to see attachment 322,449 205,538 205,538 116,911
b Accounting fees (attach schedule)....... Click to see attachment 244,280 40,470 40,470 203,810
c Other professional fees (attach schedule).... Click to see attachment 10,109,366 7,332,978 7,332,978 2,753,379
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 73,783 486,578 486,578 57,279
19 Depreciation (attach schedule) and depletion... Click to see attachment 2,631,850    
20 Occupancy.............. 4,436,826 390,784 390,784 4,194,063
21 Travel, conferences, and meetings....... 6,176,790 34,168 34,168 5,664,125
22 Printing and publications.......... 355,791     355,791
23 Other expenses (attach schedule)....... Click to see attachment 40,210,148 9,202,164 9,202,164 37,142,568
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 125,785,429 22,021,438 22,021,438 106,300,335
25 Contributions, gifts, grants paid........ 2,422,844 2,394,680
26 Total expenses and disbursements. Add lines 24 and 25 128,208,273 22,021,438 22,021,438 108,695,015
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,612,797
b Net investment income (if negative, enter -0-) 154,962,949
c Adjusted net income (if negative, enter -0-)... 51,459,393
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 6,417,427 5,234,887 5,234,887
2 Savings and temporary cash investments.......... 112,722,962 109,896,561 110,270,360
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 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........... 1,008,137 1,003,681 1,003,681
10a Investments—U.S. and state government obligations (attach schedule) 109,963,351 Click to see attachment44,337,631 45,716,888
b Investments—corporate stock (attach schedule)........ 935,909,080 Click to see attachment943,826,180 1,234,854,395
c Investments—corporate bonds (attach schedule)........ 227,553,484 Click to see attachment287,701,215 301,628,237
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 448,279,069 Click to see attachment454,721,179 517,807,690
14 Land, buildings, and equipment: basis bullet47,913,275
Less: accumulated depreciation (attach schedule) bullet19,637,580 28,387,540 Click to see attachment28,275,695 25,954,508
15 Other assets (describe bullet) Click to see attachment4,193,231 Click to see attachment1,604,144 Click to see attachment1,604,144
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,874,434,281 1,876,601,173 2,244,074,790
Liabilities 17 Accounts payable and accrued expenses.......... 17,540,568 17,913,443
18 Grants payable.................. 27,045 55,213
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 attachment9,637,649 Click to see attachment8,790,701
23 Total liabilities (add lines 17 through 22).......... 27,205,262 26,759,357
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 1,847,229,019 1,849,841,816
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 instructions)...... 1,847,229,019 1,849,841,816
31 Total liabilities and net assets/fund balances (see instructions).. 1,874,434,281 1,876,601,173
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 1,847,229,019
2 Enter amount from Part I, line 27a..................... 2 2,612,797
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,849,841,816
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 1,849,841,816
Form 990-PF (2014)
Form 990-PF (2014)
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 ABRY ASF II P    
d AXIOM ASIA II P    
e CHARLESBANK VII P    
HELLMAN & FRIEDMAN VI P    
HORSLEY BRIDGE IX P    
HORSLEY BRIDGE INTL V P    
HOSKING GLOBAL P    
INVESTEC PAN AFRICA P    
JOHNSTON INTL EQ P    
JORDAN- RESOLUTE II P    
OCM OPPORTUNITIES VII P    
SIGULER GUFF P    
SPLIT ROCK II P    
STEPSTONE PIONEER (PARISH) P    
VIVO VENTURES. P    
WAYZATA P    
SECTION 1256 GAINS/LOSSES FROM K-1 P    
ABRY ASF II P    
ABRY VII P    
ACTIC FUND 2 P    
ACTIC IV GLOBAL P    
AIG EURO II RE P    
AMPERSAND 2011, LP P    
AXIOM ASIA II P    
CHARLESBANK VII P    
GS VINTAGE IV P    
GS VINTAGE V P    
HELLMAN & FRIEDMAN VI P    
HORSLEY BRIDGE IX P    
HORSLEY BRIDGE INTL V P    
HOSKING GLOBAL P    
INVESCO ASIA REAL ESTATE I P    
INVESCO ASIA REAL ESTATE II P    
INVESCO CORE REAL ESTATE P    
INVESCO REAL ESTATE II P    
INVESTEC PAN AFRICA P    
JMI EQUITY FUND VI P    
JOHNSTON INTL EQ P    
JORDAN- RESOLUTE II P    
LEGACY PARTNERS P    
OAKTREE EURO FUND III P    
OAKTREE MEZZ P    
OCM OPPORTUNITIES VII P    
OCM OPPORTUNITIES VIIB P    
ONSET II P    
PATRON CAPITAL IV P    
PRISA LP P    
PYRAMIS P    
SIGULER GUFF P    
SPLIT ROCK II P    
STEPSTONE PIONEER (PARISH) P    
TCV VII P    
TRUSTBRIDGE P    
VIVO VENTURES P    
WAYZATA P    
YORKTOWN P    
SECTION 1256 GAINS/LOSSES FROM K-1 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 1,395,137,568   1,377,006,061 18,131,507
b 349,400,736   253,734,273 95,666,463
c 6,122     6,122
d 1,208     1,208
e     4,498 -4,498
11,030     11,030
320,454     320,454
4,294     4,294
84,420,686   84,982,383 -561,697
    36,086 -36,086
34,974,259   34,839,486 134,773
1,120     1,120
    55 -55
18,682     18,682
    391 -391
    41,340 -41,340
44,550     44,550
4,290     4,290
154,646     154,646
    294 -294
253,600     253,600
12,000   283,000 -271,000
45,000   150,000 -105,000
    7,965,038 -7,965,038
564,370     564,370
406,621     406,621
748,591     748,591
    238,828 -238,828
    258,520 -258,520
2,956,462     2,956,462
2,708,419     2,708,419
641,773     641,773
    113,845 -113,845
    361,501 -361,501
141,989   71,364 70,625
114,654     114,654
391,658     391,658
    1,013,051 -1,013,051
1,069,137     1,069,137
    148,558 -148,558
2,153,206     2,153,206
649,657     649,657
311,784   416,374 -104,590
6,276,235   7,032,268 -756,033
197,694     197,694
126,652   35 126,617
1,903   12 1,891
200,711   186,866 13,845
13,937     13,937
292,668     292,668
355,346     355,346
409,761     409,761
1,197,124     1,197,124
654,480     654,480
2,685     2,685
230,641     230,641
2,715,263     2,715,263
1,298     1,298
231,969     231,969
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       18,131,507
b       95,666,463
c       6,122
d       1,208
e       -4,498
      11,030
      320,454
      4,294
      -561,697
      -36,086
      134,773
      1,120
      -55
      18,682
      -391
      -41,340
      44,550
      4,290
      154,646
      -294
      253,600
      -271,000
      -105,000
      -7,965,038
      564,370
      406,621
      748,591
      -238,828
      -258,520
      2,956,462
      2,708,419
      641,773
      -113,845
      -361,501
      70,625
      114,654
      391,658
      -1,013,051
      1,069,137
      -148,558
      2,153,206
      649,657
      -104,590
      -756,033
      197,694
      126,617
      1,891
      13,845
      13,937
      292,668
      355,346
      409,761
      1,197,124
      654,480
      2,685
      230,641
      2,715,263
      1,298
      231,969
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 2 121,692,806
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 instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 18,188,609
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 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))
2013      
2012      
2011      
2010      
2009      
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 2014 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.
Form 990-PF (2014)
Form 990-PF (2014)
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 2014 estimated tax payments and 2013 overpayment credited to 2014 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 2015 estimated taxBullet   RefundedBullet 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 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 instructions)
    bulletAL, AK, AZ, CA, CO, CT, DE, DC, AK, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (see 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 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 (2014)
    Form 990-PF (2014)
    Page 7
    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 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
    Robert A Watt Chair
    15.0     		181,000 0  
    2001 EIGHTH AVE SUITE 2700
    Seattle,WA981212641
    Joan B Poliak Vice Chair
    17.0     		158,333 0  
    2001 EIGHTH AVE SUITE 2700
    Seattle,WA981212641
    Sharon L McDaniel Treasurer
    17.0     		158,333 0  
    2001 EIGHTH AVE SUITE 2700
    Seattle,WA981212641
    America Y Bracho Secretary
    15.0     		158,333 0  
    2001 EIGHTH AVE SUITE 2700
    Seattle,WA981212641
    David C Mills Trustee
    15.0     		158,333 0  
    2001 EIGHTH AVE SUITE 2700
    Seattle,WA981212641
    Shelia Evans-Tranumn Trustee
    19.0     		158,334 0  
    2001 EIGHTH AVE SUITE 2700
    Seattle,WA981212641
    Norman B Rice Trustee
    13.0     		158,334 0  
    2001 EIGHTH AVE SUITE 2700
    Seattle,WA981212641
    William C Bell Ph D President and CEO
    40.0     		1,042,876 51,000  
    2001 EIGHTH AVE SUITE 2700
    Seattle,WA981212641
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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     		1,271,402 51,000  
    2001 EIGHTH AVE 2700
    SEATTLE,WA98121
    DAVID B SANDERS EVP SYSTEMS IMPROVMT
    40.0     		455,371 51,000  
    2001 EIGHTH AVE 2700
    SEATTLE,WA98121
    CHRISTOPHER T YEBUAH MANAGING DIR. INVEST
    40.0     		451,145 51,000  
    7 WTC 250 GREENWICH ST
    NEW YORK,NY10007
    TIMOTHY R STARK DIR. - INVESTMENTS
    40.0     		432,024 51,000  
    7 WTC 250 GREENWICH ST
    NEW YORK,NY10007
    DAVID A DANIELSON EVP OF ADMIN AND CFO
    40.0     		402,261 51,000  
    2001 EIGHTH AVE 2700
    SEATTLE,WA98121
    Total number of other employees paid over $50,000...................bullet 367
    3 Five highest-paid independent contractors for professional services (see 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 1,039,694
    One Wall Street 32 Floor
    NEW YORK,NY10277
    Arrowstreet Investment Manager 895,578
    200 Clarendon Street 30th Floor
    BOSTON,MA02116
    Steinberg US Investment Manager 579,176
    12 E 49th St 1202
    NEW YORK,NY10017
    Baillie Gifford Investment Manager 552,381
    757 Third Avenue 17th Floor
    NEW YORK,NY10017
    Altrinsic Investment Manager 541,844
    8 Sound Shore Drive 3rd Floor
    GREENWICH,CT06830
    Total number of others receiving over $50,000 for professional services.............bullet26
    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 WE OFFER ONGOING STRATEGIC CONSULTATION, TECHNICAL ASSISTANC AND DATA ANALYSIS AT NO COST TO CHILD WELFARE AGENCIES, POLICYMAKERS, COURTS AND TRIBES ACROSS AMERICA 52,120,778
    2 WE SHARE WHAT WE LEARN BY PROVIDING DIRECT SERVICES TO 1,100 CHILDREN AND FAMILIES THROUGH COMMUNITY-BASED OFFICES AND WE WORK COLLABORATIVELY WITH CHILD WELFARE SYSTEMS AND COURTS. 28,398,263
    3 WE CONDUCT RESEARCH ON CHILD WELFARE PROGRAMS, PROVIDE SCHOLARSHIPS TO FOSTER YOUTH, AND EDUCATE POLICYMAKERS ABOUT CHILD WELFARE ISSUES. 15,110,722
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see 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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see 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
    2,108,177,008
    b
    Average of monthly cash balances.......................
    1b
    124,624,341
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,232,801,349
    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
    2,232,801,349
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    33,492,020
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,199,309,329
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    109,965,466
    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 2014 from Part VI, line 5......
    2a
     
    b
    Income tax for 2014. (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 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 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
    108,695,015
    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
    2,883,703
    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
    111,578,718
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    111,578,718
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:2012, 2011, 2010  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 111,578,718
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014.    
    (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 instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see 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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
    51,459,393 50,697,273 30,497,376 25,782,658 158,436,700
    b 85% of line 2a ......... 43,740,484 43,092,682 25,922,770 21,915,259 134,671,195
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		111,578,718 107,693,346 111,763,619 105,339,266 436,374,949
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		2,394,680 2,507,476 3,528,325 1,836,328 10,266,809
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		109,184,038 105,185,870 108,235,294 103,502,938 426,108,140
    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...     		73,310,311 69,515,563 65,622,011 66,917,995 275,365,880
    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 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 or email address 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 (2014)
    Form 990-PF (2014)
    Page 11
    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
    American Civil Liberties Union of Wa Foundation
    901 Fifth Ave Suite 630
    SEATTLE,WA98164     		N/A PC To help support ACLU's annual Bill of Rights Celebration Dinner in Seattle 5,000
    The Aspen Institute
    One Dupont Circle NW 700
    WASHINGTON,DC20036     		N/A PC To support the Opportunity Youth Incentive Fund 300,000
    Assoc of Black Foundation Executives
    333 7th Ave 13th Floor
    NEW YORK,NY10001     		N/A PC To help support the 2014 Women in Philanthropy conference in Palm Coast FL on Oct. 30-Nov. 1, 2014. 15,000
    Black Administrators in Child Welfare
    7625 Wisconsin Ave 300
    Bethesda,MD20814     		N/A PC To support Grantee's organizational capacity building by providing the Racial Equity Strategy Areas 10 part framework 50,000
    Chapin Hall Center for Children
    1313 East 60th St
    CHICAGO,IL60637     		N/A PC To support Grantee's national initiative on youth homelessness 500,000
    Child Welfare League of America Inc
    1726 M Street NW Suite 500
    WASHINGTON,DC20036     		N/A PC To support grantee's 2014 Event in Bethesda MD on May 17, 2014. 25,000
    Childrens defense fund
    25 E Street NW
    Washington,DC20001     		N/A PC To support grantee's youth development work 250,000
    Congressional Black Caucus Foundation
    1720 Massachusetts Ave NW
    WASHINGTON,DC20036     		N/A PC To Help Support the 44rd Annual Legislative conference. 25,000
    Congressional Coalition on Adoption Institute
    311 Massachusetts Ave NE
    WASHINGTON,DC20002     		N/A PC To support the Grantee's work in raising awareness about the needs of children world wide for permanent safe loving homes. 30,000
    Operation Hope
    191 Peachtree Street NE
    Atlanta,GA30303     		N/A PC To support Grantee's Youth Empowerment Programs. 25,000
    Operation Hope
    191 Peachtree Street NE
    Atlanta,GA30303     		N/A PC To support the organization's HOPE global forum 2015 20,000
    Philanthropy NW
    2100 4th Ave Suite 650
    Seattle,WA98121     		N/A PC To support grantee's 2014 Annual conference in Sunriver Resort OR on April 30- May 2, 2014 10,000
    Philanthropy NW
    2100 4th Ave Suite 650
    SEATTLE,WA98121     		N/A PC Employee Matching Gift - For General Operating Support 500
    United Way
    720 Second Ave
    SEATTLE,WA98104     		N/A PC To support the United Way's 2014 Annual Day of Caring to take place on September 19, 2014. 10,000
    United Way
    720 Second Ave
    SEATTLE,WA98104     		N/A PC To support the United Way's 2014 annual Breakfast 20,000
    Sicangu Child & Family Services
    P O Box 1047 East Highway 18/SGU Ca
    Mission,SD57555     		N/A NC To help Grantee create a system of care for Lakota children and families that is both driven by the needs of the community and accountable to the Tribal community of the rosebud Reservation. 15,403
    Three Affiliated Tribes
    404 Frontage Rd
    New Town,ND58763     		N/A NC To help grantee with Tribal issues relating to foster care issues. 5,693
    Arizona Children's Association
    1625 N 39th Ave
    Phoenix,AZ85009     		N/A PC Donation of Property 6,413
    Arrowhead Parent-Teacher Association
    1304 S Faureh Ave 300
    Tacoma,WA98402     		N/A PC Employee Matching Gift - For General Operating Support 50
    Arts Corp
    4408 Delridge Way SW STE 110
    Seattle,WA98106     		N/A PC Employee Matching Gift - For General Operating Support 1,000
    Ben Towne Pediatric Cancer Research Foundation
    4616 25th Ave NE 717
    Seattle,WA98105     		N/A PC Employee Matching Gift - For General Operating Support 1,000
    Black Administrators in Child Welfare
    7625 Wisconsin Ave 300
    Bethesda,MD20814     		N/A PC Employee Matching Gift - For General Operating Support 1,000
    Hoops Of Hope
    P O Box 22227
    Mesa,AZ85227     		N/A PC Employee Matching Gift - For General Operating Support 2,000
    KUOW Puget Sound Public Radio
    4518 University Way 310
    Seattle,WA98105     		N/A PC Employee Matching Gift - For General Operating Support 220
    Movember Foundation
    P O Box 1595
    Culver City,CA90232     		N/A PC Employee Matching Gift - For General Operating Support 325
    Planned Parenthood Of The Great Northwest
    2001 E Madison
    Seattle,WA98122     		N/A PC Employee Matching Gift - For General Operating Support 100
    The Detroit Institute of Arts
    5200 Woodward Ave
    Detroit,MI48202     		N/A PC Employee Matching Gift - For General Operating Support 800
    The Leukemia & Lymphoma Society Inc WAAK Chapte
    123 NW 36th St 100
    Seattle,WA98107     		N/A PC Employee Matching Gift - For General Operating Support 350
    Transitional Resources
    2970 SW Avalon Way
    Seattle,WA98126     		N/A PC Employee Matching Gift - For General Operating Support 200
    Treehouse
    2100 - 24th Ave S Suite 200
    Seattle,WA98144     		N/A PC Employee Matching Gift - For General Operating Support 875
    United Way
    720 Second Ave
    Seattle,WA98104     		N/A PC Employee Matching Gift - For General Operating Support 4,365
    World Vision Inc
    P O Box 9716
    Federal Way,WA98063     		N/A PC Employee Matching Gift - For General Operating Support 400
    Dispute Resolution Center of Yakima
    303 East D St Ste 4
    Yakima,WA98901     		N/A PC Employee Matching Gift - For General Operating Support 50
    Roses and Rosemary Inc
    1916 Pike Place Suite 12 477
    Seattle,WA98101     		N/A PC Employee Matching Gift - For General Operating Support 750
    Southern Poverty Law Center
    400 Washington Ave
    Montgomery,AL36104     		N/A PC Employee Matching Gift - For General Operating Support 300
    Spay Baton Rouge
    PO Box 82638
    Baton Rouge,LA70884     		N/A PC Employee Matching Gift - For General Operating Support 150
    Urban League of Metropolitan Seattle
    105 14th Ave
    Seattle,WA98122     		N/A PC Employee Matching Gift - For General Operating Support 350
    Children's Bureau of Southern California
    1910 Magnolia Place
    Los Angeles,CA90007     		N/A PC To complete a report and executive summary of the Magnolia Place community survey to document and measure community needs. 25,000
    Clergy Community for Children and Youth Coalition
    1404 Yesler Way
    SEATTLE,WA98122     		N/A PC To support Grantee's mission and initiatives to provide mentoring services to vulnerable youth. 10,000
    Coalition for Hispanic Family Services
    315 Wychoff Ave 4th Floor
    Brooklyn,NY11237     		N/A PC To sponsor a conference as part of the 25th Anniversary celebration 100,000
    College Success Foundations
    1605 NW Sammamish RD Suite 100
    Issaquah,WA98027     		N/A PC To support the Governors Cup golf Tournament on Sept. 15, 2014. 7,500
    Council on Foundations
    2121 Crystal Drive Ste 700
    Arlington,VA22202     		N/A PC To sponsor the 2014 Annual Conference in Washington DC on June 8-19, 2014. 25,000
    Grantmakers for Children Youth & Families
    8757 Georgia Ave Suite 540
    Silver Springs,MD20910     		N/A PC To support the connection of local regional and national philanthropies to focus on the issues facing vulnerable children and families 30,000
    Grantmakers for Children Youth & Families
    8757 Georgia Ave Suite 540
    Silver Springs,MD20910     		N/A PC To support the annual conference in Detroit on October 15-17, 2014 25,000
    Greater Trinity Academy
    11229 4th Ave W
    Everett,WA98204     		N/A PC To help strengthen Grantee's academic programs and specifically educational programs designed to serve disadvantaged children. 10,000
    Latino Health Access
    450 W 4th Street Suite 130
    Santa Ana,CA92701     		N/A PC To sponsor the 21st Anniversary Gala in Laguna Beach on Oct 11, 2014. 25,000
    Lutheran Social Services
    705 E 41th St 200
    Sioux Falls,SD57105     		N/A PC To support Grantee's work with a grant for working capital. 20,634
    NASW Foundation Inc
    522 North 85th Street Suite B100
    Seattle,WA98103     		N/A SO I To support Grantee's mission on enhancing the profession of social work. 5,000
    National Foundation for Women Legislators Inc
    1727 King Street Suite 300
    Alexandria,VA22314     		N/A PC To sponsor the 2014 Annual Conference in Philadelphia, Penn on Nov. 19 - 22, 2014. 35,000
    Native Americans in Philanthropy
    2821 21st Ave S suite 132D
    Minneapolis,MN55407     		N/A PC To support the Joint Affinity Groups 2014 Advancing Equity Together Campaign and Unity summit. 15,000
    Portland State University Foundation
    P O Box 751
    Portland,OR97207     		N/A GOV To support the Center for Improvement of Child and Family Services. 80,000
    Professional Assoc of Treatment Homes
    1112 Nodak Drive Suite 105
    Fargo,ND58103     		N/A PC To support Grantee's work with a grant for working capital. 9,567
    Silicon Valley Community Foundation
    2440 W El Camino Real Ste 300
    Mountain View,CA94040     		N/A PC To support Cities United via the CMBA Fiscal Scholarship Fund 200,000
    Silicon Valley Community Foundation
    2440 W El Camino Real Ste 300
    Mountain View,CA94040     		N/A PC To support the Campaign for Black Male Achievement 250,000
    Sunbeam Family Services Inc
    P O Box 61237
    Oklahoma City,OK73146     		N/A PC to support Grantee's work with a grant for working capital. 14,425
    Texas Criminal Justice Coalition
    1714 Fortview Road Suite 104
    Austin,TX78704     		N/A PC To help Grantee to examine the connection between child welfare and the justice system in support of Casey's Community of Hope and Cities United initiatives. 100,000
    Town Hall Association
    1119 8th Ave
    Seattle,WA98101     		N/A PC To support the 10th Annual Talk of the Town Gala on March 6, 2014 5,000
    Voice for Adoption
    1220 L St NW
    Washington,DC20005     		N/A PC To support Grantee's Portrait Project 5,000
    Volunteers Of America
    3765 Government S
    Baton Rouge,LA70806     		N/A PC to support Grantee's work with a grant for working capital. 17,082
    Youth Employment Institute
    1704 NE 26th
    Portland,OR97212     		N/A PC to support Grantee's work with a grant for working capital. 19,031
    Youth Homes
    515 S Reserve St
    Missoula,MT59801     		N/A PC to support Grantee's work with a grant for working capital. 19,309
    A Plus A Plus Corporation
    218 Main Street PMB 163
    Kirkland,WA98033     		N/A PC Employee Matching Gift - For General Operating Support 1,000
    Bainbridge Schools Foundation
    8489 Madison Ave
    Bainbridge Island,WA98110     		N/A PC Employee Matching Gift - For General Operating Support 1,000
    Black Family Development
    2995 E Grand Blvd
    Detroit,MI48202     		N/A PC Employee Matching Gift - For General Operating Support 200
    Bryant PTSA
    3311 NE 60th St
    Seattle,WA98115     		N/A PC Employee Matching Gift - For General Operating Support 275
    Chicago West Community Music Center
    100 N Central Park Ave
    Chicago,IL60624     		N/A PC Employee Matching Gift - For General Operating Support 500
    Childhaven
    316 Broadway
    Seattle,WA98112     		N/A PC Employee Matching Gift - For General Operating Support 176
    Church World Service Inc
    28606 Phillips St
    Elkhart,IN46515     		N/A PC Employee Matching Gift - For General Operating Support 100
    Clayton Jackson McGhie Memorial Inc
    PO Box 3631
    Duluth,MN55803     		N/A PC Employee Matching Gift - For General Operating Support 200
    Elgin Community College Foundation
    1700 Spartan Dr
    Elgin,IL60123     		N/A PC Employee Matching Gift - For General Operating Support 500
    Espanola Valley Humane Society
    108 Hamm Parkway
    Espanola,NM87532     		N/A PC Employee Matching Gift - For General Operating Support 54
    Foundation for The Seattle Colleges
    1500 Harvard Ave
    Seattle,WA98122     		N/A PC Employee Matching Gift - For General Operating Support 575
    Franklin High School PTSA Seattle Council
    3013 S Mt Maker Blvd
    Seattle,WA98144     		N/A PC Employee Matching Gift - For General Operating Support 250
    Friends of Kexp
    113 Dexter Ave N
    Seattle,WA98109     		N/A PC Employee Matching Gift - For General Operating Support 100
    Habitat for Humanity International
    1750 Manzana Avenue
    Punta Gorda,FL33950     		N/A PC Employee Matching Gift - For General Operating Support 300
    Heifer Project International
    1 World Ave
    Little Rock,AR72202     		N/A PC Employee Matching Gift - For General Operating Support 150
    Impact Personal Safety
    PO Box 8350
    Santa Fe,NM87504     		N/A PC Employee Matching Gift - For General Operating Support 108
    King County Library System
    960 Newport Way NW
    Issaquah,WA98027     		N/A PC Employee Matching Gift - For General Operating Support 75
    King County Sexual Assault Resource Center
    200 Mill Ave S Suite 10
    Renton,WA98057     		N/A PC Employee Matching Gift - For General Operating Support 350
    Kitsap Humane Society
    9167 Dickey Rd NW
    Siverdale,WA98383     		N/A PC Employee Matching Gift - For General Operating Support 1,000
    Liberty Hill Foundation
    6420 Wilshire Blvd 700
    Los Angeles,CA90048     		N/A PC Employee Matching Gift - For General Operating Support 100
    Medical Teams International
    PO Box 10
    Portland,OR97207     		N/A PC Employee Matching Gift - For General Operating Support 100
    Mercer Island Youth and Family Services Foundation
    2040 - 84th Ave SE
    Mercer Island,WA98040     		N/A SO I Employee Matching Gift - For General Operating Support 600
    Northwest Childrens Home Inc
    PO Box 1288
    Lewiston,ID83501     		N/A PC Employee Matching Gift - For General Operating Support 150
    Powerful Voices
    1620 18th Ave Suite 100
    Seattle,WA98122     		N/A PC Employee Matching Gift - For General Operating Support 75
    Providence Health and Services Washington
    8201 10th Ave S 6
    Seattle,WA98108     		N/A PC Employee Matching Gift - For General Operating Support 250
    Rainier Valley Food Bank
    4205 Rainier Ave S
    Seattle,WA98118     		N/A PC Employee Matching Gift - For General Operating Support 100
    Roosevelt High School
    PO Box 15886
    Seattle,WA98115     		N/A SO I Employee Matching Gift - For General Operating Support 150
    Seattle Repertory Theatre
    155 Mercer St
    Seattle,WA98109     		N/A PC Employee Matching Gift - For General Operating Support 500
    Solid Ground Washington
    1501 North 45th Street
    Seattle,WA98103     		N/A PC Employee Matching Gift - For General Operating Support 250
    The Painted Turtle
    1300 4th St Suite 300
    Santa Monica,CA90401     		N/A PC Employee Matching Gift - For General Operating Support 100
    UNICEF
    125 Maiden Lane
    New York,NY10038     		N/A PC Employee Matching Gift - For General Operating Support 100
    University of North Carolina
    PO Box 309
    Chapel Hill,NC27514     		N/A PC Employee Matching Gift - For General Operating Support 400
    Vashon Community Care
    15333 Vashon Hwy SW
    Vashon,WA98070     		N/A PC Employee Matching Gift - For General Operating Support 1,000
    Washington Early Learning Fund
    1111 Third Ave Ste 210
    Seattle,WA98101     		N/A PC Employee Matching Gift - For General Operating Support 50
    West Feliciana Animal Humane Society
    PO Box 2032
    St Francisville,LA70775     		N/A PC Employee Matching Gift - For General Operating Support 250
    Wisconsin League of Conservation Voters Institute
    133 S Butler St 320
    Madison,WI53703     		N/A PC Employee Matching Gift - For General Operating Support 250
    Youth in Focus
    2100 24th Ave S 310
    Seattle,WA98144     		N/A PC Employee Matching Gift - For General Operating Support 150
    American Friends of the Spafford Childrens Center
    2037 S Carrollton Ave
    New Orleans,LA70118     		N/A PC Employee Matching Gift - For General Operating Support 200
    Fabretto Children's Foundation Inc
    3124 10th St N
    Arlington,VA22201     		N/A PC Employee Matching Gift - For General Operating Support 500
    Harry Chapin Food Bank of Southwest Florida
    3760 Fowler St
    Fort Meyers,FL33901     		N/A PC Employee Matching Gift - For General Operating Support 500
    Legacy Foundation
    PO Box 22061
    Seattle,WA98122     		N/A PC Employee Matching Gift - For General Operating Support 700
    Legal Services for Children Inc
    1254 Market St 3rd Floor
    San Francisco,CA94102     		N/A PC Employee Matching Gift - For General Operating Support 300
    National Center for Youth Law
    405 14th St 15th Floor
    Oakland,CA94612     		N/A PC Employee Matching Gift - For General Operating Support 200
    National Association of Counsel for Children
    13123 E 16th Avenue B390
    Aurora,CO80045     		N/A PC Employee Matching Gift - For General Operating Support 500
    New Beginnings
    PO Box 75125
    Seattle,WA98125     		N/A PC Employee Matching Gift - For General Operating Support 100
    Voices for the Kids of Southwest Florida Inc
    2075 W First Street Suite 300
    Fort Myers,FL33901     		N/A PC Employee Matching Gift - For General Operating Support 150
    Youth Care
    2500 NE 54th St
    Seattle,WA98105     		N/A PC Employee Matching Gift - For General Operating Support 200
    Total .................................bullet 3a 2,394,680
    bApproved for future payment
    ETV Endowment of South Carolina Inc
    401 E Kennedy St
    Spartanburg,SC29302     		N/A PC To support the development of "Fathers in America", an eight episode television project. 50,000
    American Cancer Society Inc
    PO Box 22718
    Oklahoma City,OK73123     		N/A PC Employee Matching Gift - For General Operating Support 100
    American Friends of the Spafford Childrens center
    2037 S Carrollton Ave
    New Orleans,LA70118     		N/A PC Employee Matching Gift - For General Operating Support 200
    Companion Animal Alliance
    2680 Progress Rd
    Baton Rouge,LA70807     		N/A PC Employee Matching Gift - For General Operating Support 200
    Food Lifeline
    1702 NE 150th St
    Seattle,WA98155     		N/A PC Employee Matching Gift - For General Operating Support 250
    Harry Chapin Food Bank of Southwest Florida
    3760 Fowler St
    Fort Meyers,FL33901     		N/A PC Employee Matching Gift - For General Operating Support 500
    KCTS Television
    401 Mercer Street
    Seattle,WA98109     		N/A PC Employee Matching Gift - For General Operating Support 100
    KUOW Puget Sound Public Radio
    4518 University Way 310
    Seattle,WA98105     		N/A PC Employee Matching Gift - For General Operating Support 300
    Loretto Academy
    1300 Hardaway
    El Paso,TX79903     		N/A PC Employee Matching Gift - For General Operating Support 500
    National Association of Counsel for Children
    13123 E 16th Avenue B390
    Aurora,CO80045     		N/A PC Employee Matching Gift - For General Operating Support 200
    National Center for Youth Law
    405 14th St 15th Floor
    Oakland,CA94612     		N/A PC Employee Matching Gift - For General Operating Support 125
    New Beginnings
    PO Box 75125
    SEATTLE,WA98125     		N/A PC Employee Matching Gift - For General Operating Support 75
    Northwest Choirs
    5031 University Way NE NB2
    Seattle,WA98105     		N/A PC Employee Matching Gift - For General Operating Support 50
    PCC Farmland Trust
    1917 - 1st Ave Level A Ste 100
    Seattle,WA98101     		N/A PC Employee Matching Gift - For General Operating Support 50
    Seattle Lighthouse for the Blind Foundation
    2501 S Plum St
    Seattle,WA98144     		N/A SO I Employee Matching Gift - For General Operating Support 50
    Seattle's Union Gospel Mission
    PO Box 202
    Seattle,WA98111     		N/A PC Employee Matching Gift - For General Operating Support 1,000
    Shimer College
    3424 State St
    Chicago,IL60616     		N/A PC Employee Matching Gift - For General Operating Support 500
    The Evergreen State College
    2700 Evergreen Parkway NW
    Olympia,WA98505     		N/A PC Employee Matching Gift - For General Operating Support 200
    United Way of King Count
    720 Second Ave
    Seattle,WA98104     		N/A PC Employee Matching Gift - For General Operating Support 763
    Washington State CASA
    PO Box 19209
    Seattle,WA98109     		n/a PC Employee Matching Gift - For General Operating Support 50
    Total .................................bullet 3b 55,213
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 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....          
    3
    Interest on savings and temporary cash investments ............     		    14 8,217  
    4 Dividends and interest from securities....     14 34,215,593  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 87,005,633  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aMISC. INCOME         37,793
    bINCOME FROM PRIVATE EQUITY PARTNERSHIPS 900099 -18,645 14 8,629,644  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -18,645 129,859,087 37,793
    13Total. Add line 12, columns (b), (d), and (e)..................
    13129,878,235
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    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.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    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.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    Casey Family Programs efile
     
    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 on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    Casey Family Programs efile
          		Employer identification number

    91-0793881
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Alameda County Social Services  
    24100 Amador Street
     
    Hayward, CA94544

    		$141,567


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

    Idaho State Controller  
    PO Box 83720
     
    Boise, ID83720

    		$143,978


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

    San Diego Health and Human Services  
    1700 Pacific Highway
     
    San Diego, CA92101

    		$228,519


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
     
     

    State of Arizona - Childs  
    PO Box 6123
     
    Phoenix, AZ85005

    		$252,323


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

    WA Dept Social Health Services  
    PO Box 45845
     
    Olympia, WA98504

    		$171,922


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    Casey Family Programs efile
          		Employer identification number

    91-0793881
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    Casey Family Programs efile
          		Employer identification number

    91-0793881
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (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) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    Casey Family Programs efile
    EIN: 91-0793881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ERNST & YOUNG LLP 176,264 26,440 26,440 149,824
    JACOBSON JARVIS & CO. PLLC 6,615     6,615
    JESSE THOMAS GRAYSTON, CPA 35,076 14,030 14,030 21,046
    VOLDAL WARTELLE & CO. P.S. 26,325     26,325

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

    TY 2014 DepreciationSchedule
    Name:
    Casey Family Programs efile
    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 4,280,093   L          
    BUILDING 2000-01-01 22,054,387 7,016,874 SL 27 741,420      
    FURNITURE AND FIXT 2000-01-01 8,935,931 6,188,474 SL 7 699,562      
    AUTOMOBILES 2000-01-01 525,097 345,489 SL 7 42,617      
    LEASEHOLD IMPLOVEM 2000-01-01 12,117,767 3,454,893 SL 15 1,148,251      

    TY 2014 GeneralExplanationAttachment
    Name:
    Casey Family Programs efile
    EIN: 91-0793881
    Identifier Return Reference Explanation
    Explanation for line 9 income modifications Explanation for line 9 income modifications Reimbursements of expenses were received in the amount of $11,100.

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    Casey Family Programs efile
    EIN: 91-0793881
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 287,701,215 301,628,237
    SEE ATTACHMENTS FOR DETAIL    

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    Casey Family Programs efile
    EIN: 91-0793881
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON AND PREFFERED STOCK 943,826,180 1,234,854,395
    SEE ATTACHMENTS FOR DETAIL    

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    Casey Family Programs efile
    EIN: 91-0793881
    US Government Securities - End of Year Book Value:

    44,337,631
    US Government Securities - End of Year Fair Market Value:

    45,716,888
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 InvestmentsOtherSchedule2
    Name:
    Casey Family Programs efile
    EIN: 91-0793881
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS AT COST 454,721,179 517,807,690
    SEE ATTACHMENTS FOR DETAIL      

    TY 2014 LandEtcSchedule2
    Name:
    Casey Family Programs efile
    EIN: 91-0793881
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 4,280,093   4,280,093  
    BUILDING 22,054,387 7,758,294 14,296,093  
    FURNITURE AND FIXT 8,935,931 6,888,036 2,047,895  
    AUTOMOBILES 525,097 388,106 136,991  
    LEASEHOLD IMPLOVEM 12,117,767 4,603,144 7,514,623  


    TY 2014 LegalFeesSchedule
    Name:
    Casey Family Programs efile
    EIN: 91-0793881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LITTLER MENDELSON FASTIFF 16,631     16,631
    STOEL RIVES LLP 163,472 73,174 73,174 90,298
    KATTEN MUCHIN ROSENMAN 132,364 132,364 132,364  
    SETTLEMENT COSTS 2,107     2,107
    VARIOUS ATTORNEYS AND COSTS 7,875     7,875


    TY 2014 OtherAssetsSchedule
    Name:
    Casey Family Programs efile
    EIN: 91-0793881
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MISC. RECEIVABLE 330,942 215,760 215,760
    CONSTRUCTION IN PROGRESS 762,592 51,371 51,371
    DEPOSITS 66,073 60,643 60,643
    457F DEFERRED COMP PLAN 932,558 1,276,370 1,276,370


    TY 2014 OtherExpensesSchedule
    Name:
    Casey Family Programs efile
    EIN: 91-0793881
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    YOUTH AND FAMILY SUPPORT SERVI 34,114,444     34,114,444
    ADVERTISING AND PROMOTION 68,791     68,791
    AUTOMOBILE EXPENSE 97,169     97,169
    BANK FEES 47,012     47,012
    BOT DEFERRED GAINS 28,736     28,736
    COMMUNICATIONS 570,624     570,624
    DATA PROCESSING 36,950     36,950
    DUES AND MEMBERSHIPS 321,472     321,472
    EQUIPMENT RENTAL/LEASE 454,765     454,765
    LIABILITY INSURANCE 700,520     700,520
    MISCELLANEOUS 1,798     1,798
    MOVING EXPENSE 41,089     41,089
    OFFICE SUPPLIES 433,879     433,879
    POSTAGE 175,110     175,110
    RECRUITMENT EXPENSES 239,004     239,004
    REPAIRS & MAINTENANCE 543,825     543,825
    SOFTWARE & FIXED ASSETS <$1000 1,433,420     1,433,420
    STAFF TRAINING AND DEVELOPMENT 633,322     633,322
    TEMPORARY HELP 268,218     268,218
    EXP. ALLOCATION TO INV. INCOME   1,105,992 1,105,992 -1,105,992
    ACCRUAL TO CASH ADJUSTMENT       -925,541
    INV. EXPENSES FROM K-1   8,096,172 8,096,172  
    LESS 50% MEALS DISALLOWED       -1,036,047


    TY 2014 OtherIncomeSchedule2
    Name:
    Casey Family Programs efile
    EIN: 91-0793881
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC. INCOME 37,793 29,607 37,793
    INCOME FROM PRIVATE EQUITY PARTNERSHIPS 8,610,999 4,726,639 4,726,639
    OTHER INCOME FROM K-1s   279,465 260,820


    TY 2014 OtherLiabilitiesSchedule
    Name:
    Casey Family Programs efile
    EIN: 91-0793881
    Description Beginning of Year - Book Value End of Year - Book Value
    BOT DEFERRED INCOME & INTEREST 1,008,558 914,756
    DEFERRED RENT 2,851,072 2,703,052
    DEFFERED LEASE INCENTIVE 5,338,757 4,547,830
    INSURANCE CLAIM RESERVE 435,000 619,000
    UNCLAIMED PROPERTY 1,714 709
    TDA LOANS 2,548 5,354


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    Casey Family Programs efile
    EIN: 91-0793881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ALTRINSIC 541,844 541,844 541,844  
    ARROWSTREET 895,578 895,578 895,578  
    BAILLIE GIFFORD 552,381 552,381 552,381  
    BGI 91,851 91,851 91,851  
    BNY MELLON 1,039,694 1,039,694 1,039,694  
    BURGUNDY INTL EQ 499,605 499,605 499,605  
    DODGE & COX 182,324 182,324 182,324  
    EIM MANAGEMENT INC. 125,000 125,000 125,000  
    HEWITT ENNISKNUPP, INC 275,000 275,000 275,000  
    GLENROCK CAPITAL ADVISERS, LLC 350,000 350,000 350,000  
    GOLDMAN SACHS 493,824 493,824 493,824  
    HOSKING GLOBAL 179,426 179,426 179,426  
    INSTSHAREHOLDERS 78,908 78,908 78,908  
    INVESTEC 417,010 417,010 417,010  
    JACKSON SQUARE (DELAWARE) 364,994 364,994 364,994  
    JOHNSTON INTL EQ 181,031 181,031 181,031  
    ORG PORTFOLIO MANAGEMENT, LLC 166,086 166,086 166,086  
    OTHERS 597,560 8,882 8,882 588,678
    PIMCO 266,364 266,364 266,364  
    PORTFOLIO MANAGEMENT TECHNOLOG 44,000 44,000 44,000  
    STEINBERG US 579,176 579,176 579,176  
    ADURO, INC. 30,200     30,200
    AFFIRMA CONSULTING 70,709     70,709
    ALVERTHA B. PENNY 34,000     34,000
    ARTHUR J GALLAGHER & CO. OF WA 95,000     95,000
    ENABLING TECHNOLOGIES CORP 36,409     36,409
    EXPONET PARTNERS 514,139     514,139
    FRESH CONSULTING, LLC 43,500     43,500
    G.A. JONES & ASSOCIATES, INC. 48,718     48,718
    KALI RACHEL SCOLNICK 48,281     48,281
    KIBBLE & PRENTICE 70,000     70,000
    MJ HENRY & ASSOCIATES, INC. 74,656     74,656
    MURPHY & ASSOCIATES, INC. 131,528     131,528
    NATIONAL COUNCIL ON CRIME & D 145,770     145,770
    RED JET FILMS, LLC 149,730     149,730
    SAGE INFORMATION TECHNOLOGY 116,420     116,420
    THE CHILD TRAUMA ACADEMY 159,711     159,711
    THE ULTIMATE SOFTWARE GROUP 99,682     99,682
    TOWERS WATSON PENNSYLVANIA 30,000     30,000
    WIDENET CONSULTING GROUP 249,390     249,390
    YEAR UP INC. 39,867     39,867
    LESS 50% MEALS DISALLOWED       -23,009


    TY 2014 TaxesSchedule
    Name:
    Casey Family Programs efile
    EIN: 91-0793881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICENSING 5,885     5,885
    PROPERTY TAXES 42,907     42,907
    EXCISE AND B & O TAXES 4,338     4,338
    SALES AND USE TAXES 4,149     4,149
    UNRELATED BUSINESS INCOME TAX 16,504 16,504 16,504  
    FOREIGN TAXES FROM K-1'S   470,074 470,074