Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,654,440,259
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 329,266
2 Check right arrow.............
3 Interest on savings and temporary cash investments 10,102,631 10,102,631 10,102,631
4 Dividends and interest from securities... 13,918,274 44,023,283 44,023,283
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 32,887,747
b Gross sales price for all assets on line 6a 81,021,058
7 Capital gain net income (from Part IV, line 2)... 53,557,370
8 Net short-term capital gain......... 2,940,980
9 Income modifications........... 9,666
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)....... 5,355,793 6,312,115 2,933,009
12 Total. Add lines 1 through 11........ 62,593,711 113,995,399 60,009,569
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 4,853,497 2,395,083 1,726,819 3,126,677
14 Other employee salaries and wages...... 49,353,206 2,744,465 2,744,465 46,224,544
15 Pension plans, employee benefits....... 15,441,155 672,138 672,138 14,666,748
16a Legal fees (attach schedule)......... 853,858 384,796 384,796 469,062
b Accounting fees (attach schedule)....... 404,120 82,335 82,335 260,732
c Other professional fees (attach schedule).... 18,868,817 16,478,008 16,478,008 2,390,809
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 439,345 1,801,119 1,802,778 49,839
19 Depreciation (attach schedule) and depletion... 1,870,328 0 0
20 Occupancy.............. 6,772,952 443,391 443,391 5,777,317
21 Travel, conferences, and meetings....... 4,048,455 616,618 616,618 2,196,154
22 Printing and publications.......... 217,564 9,703 9,703 207,861
23 Other expenses (attach schedule)....... 43,258,470 20,462,762 20,939,217 34,832,997
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 146,381,767 46,090,418 45,900,268 110,202,740
25 Contributions, gifts, grants paid....... 7,687,928 7,614,409
26 Total expenses and disbursements. Add lines 24 and 25 154,069,695 46,090,418 45,900,268 117,817,149
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -91,475,984
b Net investment income (if negative, enter -0-) 67,904,981
c Adjusted net income (if negative, enter -0-)... 14,109,301
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 708,677 372,299 372,299
2 Savings and temporary cash investments......... 122,885,116 141,372,970 141,372,970
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 1,941,039 2,346,582 2,346,582
10a Investments—U.S. and state government obligations (attach schedule) 51,276,844 Click to see attachment
List of Attached Documents:
// Content
56,739,332
56,739,332
b Investments—corporate stock (attach schedule)....... 1,306,842,483 Click to see attachment
List of Attached Documents:
// Content
1,311,647,867
1,311,647,867
c Investments—corporate bonds (attach schedule)....... 244,319,983 Click to see attachment
List of Attached Documents:
// Content
248,012,769
248,012,769
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 765,828,719 Click to see attachment
List of Attached Documents:
// Content
830,668,726
830,668,726
14 Land, buildings, and equipment: basis right arrow54,955,597
Less: accumulated depreciation (attach schedule) right arrow35,965,224 19,195,941 Click to see attachment
List of Attached Documents:
// Content
18,990,373
36,340,854
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
24,989,638
Click to see attachment
List of Attached Documents:
// Content
26,938,860
Click to see attachment
List of Attached Documents:
// Content
26,938,860
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,537,988,440 2,637,089,778 2,654,440,259
Liabilities 17 Accounts payable and accrued expenses.......... 25,078,058 26,944,966
18 Grants payable................. 16,901  
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
22,300,854
Click to see attachment
List of Attached Documents:
// Content
24,018,410
23 Total liabilities (add lines 17 through 22)......... 47,395,813 50,963,376
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,490,592,627 2,586,126,402
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,490,592,627 2,586,126,402
30 Total liabilities and net assets/fund balances (see instructions). 2,537,988,440 2,637,089,778
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,490,592,627
2
Enter amount from Part I, line 27a .....................
2
-91,475,984
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
187,009,759
4
Add lines 1, 2, and 3 ..........................
4
2,586,126,402
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,586,126,402
Form 990-PF (2023)
Form 990-PF (2023)
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 ST - PUBLICLY TRADED SECURITIES     2023-12-31
b LT - PUBLICLY TRADED SECURITIES     2023-12-31
c ST - ALTERNATIVE INVESTMENTS P   2023-12-31
d LT - ALTERNATIVE INVESTMENTS P   2023-12-31
e GAIN ON SALE OF FIXED ASSETS P   2023-12-31
(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 2,003,184   1,479,008 524,176
b 28,641,311   7,824,176 20,817,135
c 10,884,357     2,416,527
d 39,482,540     29,789,866
e 9,666     9,666
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       524,176
b       20,817,135
c       2,416,527
d       29,789,866
e       9,666
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 53,557,370
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 2,940,703
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter: 1986-03-18(attach copy of letter if necessary–see instructions) 1 N/A
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
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 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 changes....
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.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAL, AK, AZ, AR, CA, CO, CT, DE, DC, 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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 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 addressright arrowWWW.CASEY.ORG
14
The books are in care ofright arrowMR SCOTT MCCAULOU Telephone no.right arrow (206) 282-7300

Located atright arrowCASEY FAMILY PROGRAMS 2001 EIGHTHAVE SUITE 2700SEATTLEWA ZIP+4right arrow981212641
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
No
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
Yes
 
Part VII
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
WALTER H SMITH JR CHAIR
10.00
212,500 0 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
JOAN B POLIAK VICE CHAIR
15.00
187,500 0 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
AMERICA Y BRACHO SECRETARY
12.00
187,500 0 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
SHARON MCDANIEL TREASURER
13.00
187,500 0 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
LANCE G MORGAN TRUSTEE
8.00
187,500 0 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
DOUG PATEJUNAS TRUSTEE
8.00
187,500 0 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
ERIC PETTIGREW TRUSTEE
12.00
162,917 0 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
KAREN F JONES TRUSTEE
8.00
162,917 0 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
BENJAMIN S DANIELSON TRUSTEE
9.00
162,917 0 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
WILLIAM C BELL PHD PRESIDENT AND CEO
40.00
1,253,500 58,400 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
JOSEPH A BOATENG CHIEF INVESTMENT OFFICER
40.00
1,961,246 58,400 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
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
YAMAMOTO KEI SENIOR DIRECTOR INVE
40.00
759,699 58,400 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
SANDERS DAVID EVP SYSTEMS IMPROVEM
40.00
610,682 58,400 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
HAHN KATHY P DIRECTOR INVESTMENTS
40.00
595,605 58,400 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
FOO SHENG-SHENG DIRECTOR INVESTMENTS
40.00
589,778 58,400 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
BAGGENSTOS BRYAN T DIRECTOR INVESTMENTS
40.00
513,772 58,400 0
2001 EIGHTH AVE SUITE 2700
SEATTLE,WA98121
Total number of other employees paid over $50,000...................right arrow 370
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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 1,383,485
240 GREENWICH STREET
NEW YORK,NY10017
HORSLEY BRIDGE INVESTMENT MANAGER 855,707
140 NEW MONTGOMERY ST
SAN FRANCISCO,CA94105
SILCHESTER INVESTMENT MANAGER 816,427
780 THIRD AVENUE 42ND FLOOR
NEW YORK,NY10017
ARROWSTREET INVESTMENT MANAGER 799,152
200 CLARENDON STREET 30TH FLOOR
BOSTON,MA02116
FRANCISCO PARTNERS INVESTMENT MANAGER 633,486
ONE LETTERMAN DRIVE BUILDING C
SUITE 410
SAN FRANCISCO,CA94129
Total number of others receiving over $50,000 for professional services.............right arrow63
Part VIII-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 WORK WITH CHILD WELFARE SYSTEMS TO IMPROVE PRACTICE, WITH AN EMPHASIS ON ENSURING SAFE AND PERMANENT FAMILIES FOR CHILDREN THROUGH ONGOING STRATEGIC CONSULTATION; TECHNICAL ASSISTANCE; DATA ANALYSIS; AND BY PROVIDING RESOURCES AND EDUCATION TO SUPPORT FEDERAL, STATE, AND TRIBAL POLICYMAKERS IN SAFELY REDUCING THE NEED FOR FOSTER CARE AND IMPROVING OUTCOMES FOR CHILDREN AND FAMILIES. 58,555,000
2 PROVIDE DIRECT SERVICES TO MORE THAN 1,000 YOUTH AND FAMILIES THROUGH COMMUNITY-BASED OFFICES AND WORK COLLABORATIVELY WITH CHILD WELFARE SYSTEMS AND COURTS TO SUPPORT THEIR IMPROVEMENT EFFORTS. 37,401,000
3 PARTNERSHIP WITH TRIBES AND AMERICAN INDIAN/ALASKA NATIVE COMMUNITIES ACROSS NORTH AMERICA TO SUPPORT THEIR DEVELOPMENT OF EFFECTIVE AND CULTURALLY RESPONSIVE CHILD WELFARE SERVICES. 6,121,000
4  
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
1,735,074,102
b
Average of monthly cash balances.......................
1b
121,566,954
c
Fair market value of all other assets (see instructions)................
1c
812,218,651
d
Total (add lines 1a, b, and c).........................
1d
2,668,859,707
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,668,859,707
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
40,032,896
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,628,826,811
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
131,441,341
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
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 XII, line 1 ...
7
 
Part XI
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
117,817,149
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
1,680,101
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
119,497,250
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$  
a Applied to 2022, 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 2023 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
 
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) .......
 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
14,109,301 40,477,623 18,647,585 2,825,864 76,060,373
b 85% (0.85) of line 2a ......... 11,992,906 34,405,980 15,850,447 2,401,984 64,651,317
c Qualifying distributions from Part XI,
line 4 for each year listed .....
119,497,250 122,002,635 112,905,845 109,035,613 463,441,343
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
7,614,409 8,961,746 9,217,628 15,915,515 41,709,298
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
111,882,841 113,040,889 103,688,217 93,120,098 421,732,045
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(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 IX, line 6 for each year listed ..
87,627,561 85,908,333 92,836,119 75,938,031 342,310,044
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 XIV
Supplementary Information (Complete this part only if the foundation 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).)
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AKI KUROSE MIDDLE SCHOOL ACADEMY PTSA

3928 SOUTH GRAHAM ST
SEATTLE,WA98118
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 250

ALLIANCE FOR EDUCATION

509 OLIVE WAY SUITE 500
SEATTLE,WA98101
  PC SUPPORT GRANTEES WORK WITH THE COLLABORATION BETWEEN CASEY, SEATTLE PUBLIC SCHOOLS, AND THE CITY OF SEATTLE DEPARTMENT OF EDUCATION AND EARLY LEARNING ON THE WHOLE CHILD, WHOLE DAY; CREATING CULTURE & CLIMATE TO ADDRESS ELIMINATION OF OPPORTUNITY GAPS PROGRAM. 115,000

ALLIANCE FOR EDUCATION

509 OLIVE WAY SUITE 500
SEATTLE,WA98101
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 300

AMERICAN ACADEMY OF PEDIATRICS

501 13TH STREET NW SUITE 400 NORTH
WASHINGTON,DC20005
  PC SUPPORT A CHILD WELFARE AND HEALTH POLICY PEDIATRICIAN FELLOWSHIP AND PROVIDE PEDIATRIC EXPERTISE IN SUPPORT OF POLICY DEVELOPMENT AND STAKEHOLDER EDUCATIONAL ACTIVITIES. 46,478

AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUCATION

321 N CLARK ST
CHICAGO,IL60610
  PC SPONSORSHIP OF THURGOOD MARSHALL AWARD CELEBRATION. 3,500

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 WEST 36TH ST SUITE 1100
NEW YORK,NY10018
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE
DALLAS,TX75231
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 26

AMERICAN LEGISLATIVE EXCHANGE COUNCIL

2900 CRYSTAL DRIVE SUITE 600
ARLINGTON,VA22202
  PC SUPPORT 2023 STATES AND NATION POLICY SUMMIT 35,000

AMERICARES

88 AMILTON AVE
STAMFORD,CT06902
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 1,000

ARDEN SHORE CHILD AND FAMILY SERVICES

329 N GENESEE ST
WAUKEGAN,IL60085
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 5,000

ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC

55 EXCHANGE PLACE SUITE 401
NEW YORK,NY10005
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 100,000

ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC

55 EXCHANGE PLACE SUITE 401
NEW YORK,NY10005
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 85,000

ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC

55 EXCHANGE PLACE SUITE 401
NEW YORK,NY10005
  PC SUPPORT RELATED TO GRANTEES 2023 ANNUAL CONFERENCE. 10,000

ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC

55 EXCHANGE PLACE SUITE 401
NEW YORK,NY10005
  PC SUPPORT CHANGE UNITY SUMMIT 15,000

AVIVA CHILDRENS SERVICES

153 S PLUMER AVE
TUCSON,AZ85719
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 500

BAKERRIPLEY

4450 HARRISBURG BLVD
HOUSTON,TX77011
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 5,000

BARRIO ACTION YOUTH AND FAMILY CENTER

4927 HUNTINGTON DRIVE NORTH
LOS ANGELES,CA90032
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 5,000

BEAU BIDEN FOUNDATION FOR THE PROTECTION OF CHILDREN

PO BOX 7819
WILMINGTON,DE19803
  PC TO SUPPORT GRANTEES NATIONAL CONFERENCE TO PROTECT AMERICA'S CHILDREN 25,000

BLACK ADMINISTRATORS IN CHILD WELFARE INC

7625 WISCONSIN AVENUE SUITE 300
BETHESDA,MD20814
  PC SUPPORT INDIVIDUALS TO ATTEND AND PARTICIPATE IN THE SANKOFA INSTITUTE FOR EMERGING AND EXECUTIVE AFRICAN AMERICAN CHILD WELFARE LEADERS. 132,000

BLACK WOMENS ASSOCIATION NORTHWEST SURBARBAN CHAPTER

PO BOX 5260
ELGIN,IL60121
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 500

BORDER NETWORK FOR HUMAN RIGHTS

2115 N PIEDRAS ST
EL PASO,TX79930
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 500,000

BORDER NETWORK FOR HUMAN RIGHTS

2115 N PIEDRAS ST
EL PASO,TX79930
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 25,000

CASA FAMILIAR INC

119 W HALL AVE
SAN YSIDRO,CA92173
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 5,000

CENTER FOR FAMILY REPRESENTATION

40 WORTH STREET SUITE 605
NEW YORK,NY10013
  PC SPONSORSHIP OF THE 2023 GALA HONORING JUSTICE VISIONARIES 25,000

CENTER FOR NATIVE AMERICAN YOUTH AT THE ASPEN INSTITUTE INC

2300 N STREET NW SUITE 700
WASINGTON,DC20037
  PC SUPPORT FOR GRANTEES 2023 FORT PECK NATIVE YOUTH SUMMIT THAT WILL TAKE PLACE ON JUNE 15-17, 2023. 50,000

CENTER FOR THE STUDY OF SOCIAL POLICY

1575 EYE STREET NW SUITE 500
WASHINGTON,DC20005
  PC SUPPORT GRANTEE'S STRATEGIC PLANNING PROCESS. 100,000

CENTRAL CITY NEIGHBORHOOD PARTNERS

501 SOUTH BIXEL
LOS ANGELES,CA90017
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 5,000

CHIEF SEATTLE COUNCIL BOY SCOUTS OF AMERICA

3120 RAINIER AVE S
SEATTLE,WA98144
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 81

CHILD WELFARE LEAGUE OF AMERICA INC

727 15TH STREET NW SUITE 1200
WASHINGTON,DC20005
  PC TO SUPPORT THE CWLA PRESS AND PUBLICATIONS THAT PROVIDE CRITICAL INFORMATION TO THE FIELD AND EXPAND TRAINING AND CONSULTATION SERVICES. 10,000

CHILD WELFARE LEAGUE OF AMERICA INC

727 15TH STREET NW SUITE 1200
WASHINGTON,DC20005
  PC TO SUPPORT GRANTEES 2023 NATIONAL CONFERENCE 100,000

CHILDREN & NATURE NETWORK

1611 COUNTY ROAD B WEST STE 315
SAINT PAUL,MN55113
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 150,000

CHILDREN'S ALLIANCE

113 CHERRY STREET BOX 87190
SEATTLE,WA98104
  PC SUPPORT FOR GRANTEES 2023 VOICES FOR CHILDREN EVENT, SCHEDULED TO TAKE PLACE ON JUNE 1, 2023. 5,000

CHILDRENS HOME SOCIETY OF AMERICA

4 WIMBLEDON CT APT 1119
HILTON HEAD,SC29928
  PC SUPPORT RELATED TO GRANTEES 2023 WICKED PROBLEMS INSTITUTE CONVENING 20,000

CHURCH COUNCIL OF GREATER SEATTLE

PO BOX 18467
SEATTLE,WA98118
  PC SUPPORT FOR THE 2023 JUNETEENTH SONGS OF BLACK FOLK EVENT, SCHEDULED FOR JUNE 18TH, 2023. 10,000

CITY OF SEATTLE - MAYOR'S OFFICE

600 4TH AVENUE FLOOR 7
SEATTLE,WA98104
  GOV SUPPORT AND SUSTAIN THE CITY OF SEATTLES LONG TERM SAFETY PLAN, AND ITS EFFORTS TO IMPROVE SAFETY, INCREASE HOPE, AND INCREASE OPPORTUNITIES FOR CHILDREN AND FAMILIES IN SEATTLE. 500,000

CLEAN AIR TASK FORCE INC

144 STATE ST 6TH FLOOR
BOSTON,MA02109
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 150

CLERGY COMMUNITY FOR CHILDREN YOUTH COALITION

1404 EAST YESLER SUITE 202A
SEATTLE,WA98122
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 50,000

COLLEGE SUCCESS FOUNDATION

15500 SE 30TH PLACE SUITE 200
BELLEVUE,WA98007
  PC SUPPORT GRANTEES ANNUAL EMPOWERING YOUTH LUNCHEON ON OCTOBER 19, 2023. 10,000

COMMUNITY CRISIS CENTER

PO BOX 1390
ELGIN,IL60121
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 1,000

COMMUNITY FOUNDATION OF NORTHWEST MISSISSIPPI

315 LOSHER STREET SUITE 100
HERNANDO,MS38632
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 25,000

COMMUNITY FOUNDATION OF NORTHWEST MISSISSIPPI

315 LOSHER STREET SUITE 100
HERNANDO,MS38632
  PC SUPPORT GRANTEE'S ANNUAL GALA 25,000

CONGRESSIONAL BLACK CAUCUS FOUNDATION INC

1720 MASSACHUSETTS AVE NW
WASHINGTON,DC20036
  PC SUPPORT GRANTEE'S 52ND ANNUAL LEGISLATIVE CONFERENCE 25,000

CONGRESSIONAL HISPANIC CAUCUS INSTITUTE INC

1128 16TH STREET NW
WASHINGTON,DC20036
  PC SUPPORT GRANTEES FELLOWSHIP PROGRAM, AND SPECIFICALLY SHALL SUPPORT A FELLOW IN THE PUBLIC POLICY FELLOWSHIP PROGRAM WITH A FOCUS ON CHILD WELFARE, AND WILL PROVIDE CFP WITH THE OPPORTUNITY TO ATTEND THE CHCI GRADUATE FELLOWSHIP PROGRAMS CAPITOL HILL POLICY BRIEFINGS, AND THE OPPORTUNITY TO HOST AN EDUCATIONAL SESSION FOR FELLOWS ON CHILD WELFARE POLICY AND PRACTICE. 80,000

CONGRESSIONAL HISPANIC CAUCUS INSTITUTE INC

1128 16TH STREET NW
WASHINGTON,DC20036
  PC SUPPORT OF THE CHCI2023 LEADERSHIP CONFERENCE 50,000

COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT

91-1270 KINOIKI STREET BLDG 1
KAPOLEI,HI96707
  PC SUPPORT THE RECOVERY EFFORTS UNDERWAY IN MAUI. 90,000

COUNTY OF FRANKLIN OHIO

855 WEST MOUND STREET
COLUMBUS,OH43223
  GOV EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100

CRISIS CONNECTIONS

2901 3RD AVENUE SUITE 100
SEATTLE,WA98121
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100

CURESEARCH FOR CHILDREN'S CANCER

PO BOX 45781
BALTIMORE,MD21297
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 50

CUYAHOGA COUNTY DIVISION OF CHILD AND FAMILY SERVICES

3955 EUCLID AVENUE
CLEVELAND,OH44115
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 119

D3 COMMUNITY OUTREACH INCORPORATED

1108 KENDALL DR
DURHAM,NC27703
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 67,000

DELTA STATE COLLEGE FOUNDATION INC

PO BOX 3141
CLEVELAND,MS38733
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 50,000

DELTA STATE UNIVERSITY FOUNDATION INC

PO BOX 3141
CLEVELAND,MS38733
  PC SUPPORT FOR THE DELTA PROUD YOUTH INITIATIVE. 25,000

DIVINE ALTERNATIVES FOR DADS SERVICES

411 12TH AVENUE SUITE 300
SEATTLE,WA98122
  PC SUPPORT FOR GRANTEES 2023 DADS SPONSORSHIP BANQUET ON JUNE 16, 2023. 20,000

DIVINE ALTERNATIVES FOR DADS SERVICES

411 12TH AVENUE SUITE 300
SEATTLE,WA98122
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 25,000

EAGLE RIVER YOUTH COALITION

PO BOX 4613
EDWARDS,CO81632
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 500

EDUCATIONAL STUDENT TOURS

13101 W WASHINGTON BLVD
LOS ANGELES,CA90066
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 1,000

EL PUEBLO INC

3125 POPLARWOOD COURT SUITE 300
RALEIGH,NC27604
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 5,000

ESSEX COMMUNITY OUTREACH CORPORATION

7683 SE 27TH STREET SUITE 411
MERCER ISLAND,WA98040
  PC SUPPORT FOR GRANTEES 2023 CINEMATIQUE EVENT, SCHEDULED TO TAKE PLACE ON DECEMBER 23, 2023. 30,000

FAMILY FOCUSED TREATMENT ASSOCIATION

466 HACKENSACK AVE 1069
HACKENSACK,NJ07601
  PC GENERAL SUPPORT RELATED TO GRANTEES 37TH ANNUAL CONFERENCE. 10,000

FAMILY SERVICE ASSOCIATION OF SAN ANTONIO INC

702 SAN PEDRO
SAN ANTONIO,TX78212
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 5,000

FAMILY SUPPORT ORGANIZATION OF PASSAIC COUNTY

3 GARRET MOUNTAIN 2MD FLOOR STE 204
WOODLAND PARK,NJ07424
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 5,000

FEDERATION OF NEIGHBORHOOD CENTERS INC

1901 S 9TH STREET BOK ROOM 212
PHILADELPHIA,PA19148
  PC SUPPORT GRANTEES ONESUP PROJECT (PROJECT), WHICH WORKS TO BUILD ECONOMIC MOBILITY IN BLACK AND BROWN COMMUNITIES THROUGH A CAREER DEVELOPMENT PROGRAM ROOTED IN HEALING, WELLNESS, AND SOCIAL JUSTICE, DESIGNED FOR YOUTH AGES 16-24. 75,000

FOOD LIFELINE

815 S 96TH ST
SEATTLE,WA98108
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 700

FOOD LIFELINE

815 S 96TH ST
SEATTLE,WA98108
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 200

FOSTER CARE ALUMNI OF AMERICA

6151 W ROSCOE
CHICAGO,IL60634
  PC TO SUPPORT GRANTEE IN ITS MISSION TO ELEVATE THE PROFILE OF CHILD WELFARE ISSUES AND EMPOWER YOUNG PEOPLE IN, AND ALUMNI OF, FOSTER CARE 40,000

FOSTERCLUB

620 HOLLADAY DR 1
SEASIDE,OR97138
  PC FOSTERCLUB WILL EDUCATE THE PUBLIC AND CHILD WELFARE STAKEHOLDERS ABOUT THE FAMILY FIRST PREVENTION SERVICES ACT (FFPSA, FAMILY FIRST) BY HIGHLIGHTING ITS IMPORTANCE IN 2023. FOSTERCLUB SEEKS TO IMPLEMENT CONSTITUENT PARTICIPATION AND VOICE BY CENTERING LIVED EXPERIENCE TO SUPPORT IMPLEMENTATION OF FFPSA WITHIN STATES THAT HAVE NOT YET INTEGRATED FFPSA INTO THEIR WORK WITHIN CHILD WELFARE. 55,000

FOSTERCLUB

620 HOLLADAY DR 1
SEASIDE,OR97138
  PC IN ADDITION TO GENERAL OPERATIONAL SUPPORT, THIS GRANT IS TO SUPPORT THE NATIONAL FOSTER CARE YOUTH AND ALUMNI POLICY COUNCIL (COUNCIL OR NPC) THAT CFP HAS PARTNERED WITH FOSTERCLUB AND FCAA TO CREATE, SUPPORT, AND EXECUTE. 115,770

FOSTERCLUB

620 HOLLADAY DR 1
SEASIDE,OR97138
  PC SUPPORT FAMILY VOICES UNITED (FVU), A COLLABORATION BETWEEN GRANTEE, GENERATIONS UNITED (GU), NATIONAL ALLIANCE OF CHILD ABUSE PREVENTION FUNDS (CTFA), AND CFP. 217,188

FOSTERING MEDIA CONNECTIONS

412 WEST 6TH STREET SUITE 914
LOS ANGELES,CA90014
  PC SUPPORT THE ESTABLISHMENT OF THE FIRST NATIONAL REPORTER ON INDIGENOUS CHILD WELFARE FOR THE IMPRINT, A DAILY NEWS SITE FOCUSED EXCLUSIVELY ON CHILD WELFARE, YOUTH JUSTICE, AND YOUTH HOMELESSNESS FOR THE PERIOD OF JANUARY 01, 2023 THROUGH DECEMBER 31, 2023. 100,000

FRIENDS OF KEXP

472 1ST AVE N
SEATTLE,WA98109
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 225

FRIENDS OF PUBLIC RADIO ARIZONA

2323 W 14TH ST
TEMPE,AZ85281
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 250

FUND FOR THE CITY OF NEW YORK INC

121 AVENUE OF THE AMERICAS 6TH FL
NEW YORK,NY10013
  PC TO DEVELOP RISE RESOURCES AND TRAININGS THAT WILL SUPPORT THE GOALS OF REDUCING ENTRIES TO FOSTER CARE, INCREASING REUNIFICATION, AND DECREASING HARM TO CHILDREN BY ILLUMINATING PARENT-DEVELOPED METHODS OF ADDRESSING COMMUNITY AND FAMILY NEEDS, AND STRENGTHENING PARENT-LED ADVOCACY TO HOLD SYSTEMS ACCOUNTABLE. 100,000

FUND FOR THE CITY OF NEW YORK INC

121 AVENUE OF THE AMERICAS 6TH FL
NEW YORK,NY10013
  PC SPONSORSHIP OF RISES ANNUAL CELEBRATION. 5,000

GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS

1310 L STREET NW SUITE 650
WASHINGTON,DC20005
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 50,000

GREAT ARIZONA PUPPET THEATER

302 W LATHAM ST
PHOENIX,AZ85003
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 300

GREAT ARIZONA PUPPET THEATER

302 W LATHAM ST
PHOENIX,AZ85003
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 300

HABITAT FOR HUMANITY MAUI

1162 LOWER MAIN STREET
WAILUKU,HI96793
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 10,000

HABITAT FOR HUMANITY VAIL VALLEY INC

PO BOX 4149
AVON,CO81620
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100

HAWAI'I COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813
  PC SUPPORT THE RECOVERY EFFORTS UNDERWAY IN MAUI. 150,000

HAWAIIAN ISLANDS LAND TRUST

126 QUEEN ST SUITE 306
HONOLULU,HI96813
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 500

HEALTHPOINT

955 POWELL AVE SW
RENTON,WA98057
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 450

HISPANIC UNITY OF FLORIDA INC

5840 JOHNSON STREET
HOLLYWOOD,FL33021
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 5,000

HISPANICS IN PHILANTHROPY

414 13TH STREET SUITE 200
OAKLAND,CA94612
  PC SUPPORT GRANTEE'S 2023 LEADERSHIP CONFERENCE 50,000

HISPANICS IN PHILANTHROPY

414 13TH STREET SUITE 200
OAKLAND,CA94612
  PC SPONSORSHIP OF CHANGE PHILANTHROPY'S 2023 UNITY SUMMIT 25,000

HUBBARD FREE LIBRARY

115 SECOND ST
HALLOWELL,ME04347
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100

JOHNS HOPKINS UNIVERSITY CENTER FOR INDIGENOUS HEALTH

415 N WASHINGTON STREET 4TH FLOOR
BALTIMORE,MD21231
  PC GENERAL SUPPORT RELATED TO GRANTEES SYMPOSIUM FOR PROTECTING OUR PLANET, PROTECTING OUR CHILDREN: AN INDIGENOUS VISION FOR INTERGENERATIONAL HEALTH. 20,000

JSIM HOPE FOUNDATION

3040 78TH AVE SE PO BOX 104
MERCER ISLAND,WA98040
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 1,000

KERSHAW COUNTY HUMANE SOCIETY

128 BLACK RIVER RD
CAMDEN,SC29020
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 1,000

KITSAP HUMANE SOCIETY

9167 DICKEY RD NW
SILVERDALE,WA98383
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 1,000

KUOW PUGET SOUND PUBLIC RADIO

PO BOX 84148
SEATTLE,WA98124
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 150

LA PLAZA DE ENCUENTRO GATHERING PLACE

907 4TH ST SW
ALBUQUERQUE,NM87102
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 5,000

LAHUI FOUNDATION

PO BOX 138
KAHUKU,HI96731
  PC SUPPORT THE RECOVERY EFFORTS UNDERWAY IN MAUI. 50,000

LAVENDER RIGHTS PROJECT

911 E PIKE ST 314
SEATTLE,WA98122
  PC LAVENDER RIGHTS PROJECT 5,000

LOUISIANA FIRST FOUNDATION INC

1001 CAPITAL ACCESS ROAD
BATON ROUGE,LA70802
  PC SUPPORT THE ESTABLISHMENT OF AN INITIATIVE KNOWN AS ONE CHURCH, ONE FAMILY, ONE CHILD, WHICH CENTERS AROUND CARE OF LOUISIANAS FOSTER CARE POPULATION. 55,000

LOUISIANA FIRST FOUNDATION INC

1001 CAPITAL ACCESS ROAD
BATON ROUGE,LA70802
  PC SUPPORT THE ESTABLISHMENT OF A CHILD TRAFFICKING AWARENESS PROJECT, WHICH WILL ENABLE GRANTEE TO EDUCATE THE GENERAL PUBLIC AND KEY STAKEHOLDERS ABOUT: I) THE ROOT CAUSES OF CHILD TRAFFICKING; II) PREVENTION MEASURES; AND III) AVAILABLE TREATMENT OPTIONS FOR TRAFFICKED CHILDREN. 50,000

LUMMI ISLAND HERITAGE TRUST

PO BOX 158
LUMMI ISLAND,WA98262
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 500

MARCUS A FOSTER EDUCATIONAL INSTITUTE

2000 FRANKLIN STREET 3RD FLOOR
OAKLAND,CA94612
  PC SPONSORSHIP OF THE MARCUS A FOSTER EDUCATIONAL INSTITUTES 50TH ANNIVERSARY GALA 10,000

MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS INC

1500 UNION AVE 2500
BALTIMORE,MD21211
  PC SPONSORSHIP OF THE YOUTH ACHIEVEMENT AWARDS AND 50TH ANNIVERSARY DINNER HOSTED BY MARYLAND ASSOCIATION OF RESOURCES FOR FAMILIES AND YOUTH. 15,000

MARY'S PLACE SEATTLE

PO BOX 1711
SEATTLE,WA98111
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 610

MAUI FOOD BANK INC

760 KOLU STREET
WAILUKU,HI96793
  PC SUPPORT THE RECOVERY EFFORTS UNDERWAY IN MAUI. 60,000

MAUI UNITED WAY

95 MAHALANI STREET SUITE 24
WAILUKU,HI96793
  PC SUPPORT THE RECOVERY EFFORTS UNDERWAY IN MAUI. 50,000

MISSION ECONOMIC DEVELOPMENT AGENCY

2301 MISSION ST STE 301
SAN FRANCISCO,CA94110
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 5,000

MONTANA CONSERVATION CORP

301 N WILLSON AVE
BOZEMAN,MT59715
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 200

NATIONAL ASSOCIATION OF COUNSEL FOR CHILDREN

899 N LOGAN STREET SUITE 208
DENVER,CO80203
  PC SUPPORT GRANTEE IN ADVANCING NARRATIVES TO SUPPORT FAMILY STRENGTHENING, SYSTEM TRANSFORMATION, AND BEST PRACTICES IN WORKING TO SUPPORT NATIVE AMERICAN PARTNERS BY PURCHASING TWO BOOKS FOR THE ATTENDEES OF GRANTEES 46TH NATIONAL CHILD WELFARE LAW CONFERENCES. 18,925

NATIONAL CARES MENTORING MOVEMENT INC

5 PENN PLAZA 23RD FLOOR
NEW YORK,NY10001
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 150,000

NATIONAL CARES MENTORING MOVEMENT INC

5 PENN PLAZA 23RD FLOOR
NEW YORK,NY10001
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 500

NATIONAL CASA ASSOCIATION

100 WEST HARRISON STREET NORTH
TOWER SUITE 500
SEATTLE,WA98119
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 300,000

NATIONAL IMMIGRATION LAW CENTER

3450 WILSHIRE BLVD 108 62
LOS ANGELES,CA90010
  PC SPONSORSHIP OF THE NATIONAL IMMIGRATION LAW CENTERS PROTECTING IMMIGRANT FAMILIES COALITION 5,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 3RD AVE FLOOR 3
NEW YORK,NY10017
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 35

NATIVE AMERICAN YOUTH AND FAMILY CENTER

5135 NE COLUMBIA BLVD
PORTLAND,OR97218
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 10,000

NEW VENTURE FUND

1828 L STREET NW SUITE 300 A
WASHINGTON,DC20036
  PC SUPPORT GRANTEE AND ITS PROJECT, COMMUNITIES FOR JUST SCHOOLS FUND (CJSF), AND TO SUPPORT GRANTEES PARTNERSHIP WITH DELTA PROUD YOUTH INITIATIVE FELLOWS ON THE EDUCATION ANEWINITIATIVE. 50,000

NORTHWEST AFRICAN AMERICAN MUSEUM

2300 S MASSACHUSETTS ST
SEATTLE,WA98144
  PC SPONSORSHIP OF NORTHWEST AFRICAN AMERICAN MUSEUMS 2023 UNITY BENEFIT 50,000

NORTHWEST AFRICAN AMERICAN MUSEUM

2300 S MASSACHUSETTS ST
SEATTLE,WA98144
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100

NORTHWEST JUSTICE PROJECT

401 SECOND AVENUE S SUITE 407
SEATTLE,WA98104
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 10,000

NTEN

PO BOX 86308
PORTLAND,OR97286
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 150

OGLALA SIOUX TRIBE

PO BOX 259
PINE RIDGE,SD57770
  GOV EMERGENCY STORM RELIEF 17,610

OLD DOG HAVEN

PO BOX 1409
OAK HARBOR,WA98277
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100

OPEN ARMS PERINATAL SERVICES

2524 16TH AVENUE SOUTH SUITE 207-A
SEATTLE,WA98144
  PC SUPPORT GRANTEES LABOR OF LOVE 2023. 5,000

OPPORTUNITIES INDUSTRIALIZATION CENTER OF WASHINGTON

815 FRUITVALE BLVD
YAKIMA,WA98902
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 5,000

ORCA K8 PTSA

5215 46TH AVE S
SEATTLE,WA98118
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 250

PACIFIC PUBLIC MEDIA

930 BROADWAY
TACOMA,WA98402
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100

PELOTONIA

450 W BROAD ST
COLUMBUS,OH43215
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 335

PHILANTHROPY NORTHWEST

2101 FOURTH AVE SUITE 650
SEATTLE,WA98121
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 10,000

PHILANTHROPY SOUTHEAST

100 PEACHTREE STREET NW SUITE 2080
ATLANTA,GA30303
  PC SPONSORSHIP OF PHILANTHROPY SOUTHEASTS 54TH ANNUAL MEETING 35,000

PHILANTHROPY SOUTHWEST

3000 PEGASUS PARK DRIVE SUITE 706
DALLAS,TX75247
  PC SUPPORT ANNUAL CONFERENCE 75,000

PORT GAMBLE S'KLALLAM TRIBE

31912 LITTLE BOSTON RD NE
KINGSTON,WA98346
  GOV TO CONNECT THE ELDERS MEMBERS WITH THE YOUNG MEMBERS, CREATE AN AMBASSADOR PROGRAM, AND CONTINUE OFFERING INTENSE PREVENTION SERVICES TO ITS MEMBERS. 300,000

PRAED FOUNDATION

550 N KINGSBURY STREET 101
CHICAGO,IL60654
  PC SUPPORT FOR IMPLEMENTATION OF CANS/FAST/TCOM. 10,000

PUERTO RICO COMMUNITY FOUNDATION INC

PO BOX 70362
SAN JUAN,PR00936
  PC SUPPORT GRANTEES RACIAL EQUITY BUILDING IN THE AMERICAS. 300,000

RAINIER VALLEY FOOD BANK

9021 RAINIER AVE S
SEATTLE,WA98118
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 360

RECONCILIATION AND RESTORATION FOUNDATION

801 PONDS EDGE LANE
EULESS,TX76040
  PC SUPPORT OF EVENT TO CELEBRATE AND HONOR THE VISION AND VOICE OF BLACK WOMEN IN PHILANTHROPY ON JUNE 17, 2023. 5,000

ROD'S HOUSE

32 N 3RD ST STE 235
YAKIMA,WA98901
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 200

SARAH STITT HOPE FOUNDATION

7304 SOUTH YALE AVENUE
TULSA,OK74136
  PC SUPPORT THE HOPE-DRIVEN PARENTING INITIATIVE. 50,000

SEATTLE CARES CIRCLE OF THE NATIONAL CARES MENTORING MOVEMENT

1404 EAST YESLER SUITE 202A
SEATTLE,WA98122
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 40,000

SEATTLE COLLEGES FOUNDATION

PO BOX 20069
SEATTLE,WA98102
  PC GALA 2023 SPONSORSHIP 10,000

SEATTLE THEATRE GROUP

911 PINE STREET
SEATTLE,WA98101
  PC GENERAL SUPPORT RELATED TO GRANTEE'S ALLEYCAMP 25,000

SEATTLE UNIVERSITY

901 12TH AVENUE SULLIVAN HALL PO
BOX 222000
SEATTLE,WA98122
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 10,000

SHIELDS FOR FAMILIES INC

11601 S WESTERN AVE
LOS ANGELES,CA90047
  PC SUPPORT GRANTEES EARLY INTERVENTION, PREVENTION, DEVELOPMENT, AND MENTAL HEALTH PROJECTS AND INITIATIVES FOCUSED ON REDUCING CHILD ABUSE AND NEGLECT, INCLUDING PROVIDING SUPPORT FOR STUDENTS ($5,000) AND PILOT SCHOOLS ($6,458) IN SOUTH LOS ANGELES. 11,458

SPECIAL NEEDS SOLUTIONS INC

4555 S PALO VERDE RD
TUCSON,AZ85714
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 500

ST VINCENT DE PAUL SOUTHWEST IDAHO

5256 W FAIRVIEW AVENUE
BOISE,ID83706
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 70

SU CASA DE ESPERANZA INC

8000 CISNE
PHARR,TX78577
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 5,000

TECHNOLOGY ACCESS FOUNDATION

605 SW 108TH STREET
SEATTLE,WA98146
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 1,000

TECHNOLOGY ACCESS FOUNDATION

605 SW 108TH STREET
SEATTLE,WA98146
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100

TEXANS CARE FOR CHILDREN INC

1106 CLAYTON LANE 111W
AUSTIN,TX78723
  PC SPONSORSHIP OF FOUNDERS AWARD LUNCHEON 1,500

TEXAS CENTER FOR CHILD AND FAMILY STUDIES

409 WEST 13TH STREET
AUSTIN,TX78701
  PC SPONSORSHIP OF 2023 TEXAS CHILD CARE ADMINISTRATORS CONFERENCE 10,000

TEXAS SUPREME COURT'S COMMISSION ON CHILDREN AND FAMILIES

201 W 14TH STREET ROOM 104
AUSTIN,TX78701
  GOV SUPPORT FOR AN EVENING RECEPTION FOR ATTENDEES OF GRANTEES CHILD PROTECTION COURTSCONVENING. 3,500

THE COUNCIL OF STATE GOVERNMENTS LTD - SOUTHERN

1946 CLAIRMONT ROAD
DECATUR,GA30033
  PC TO ENGAGE EXECUTIVE, JUDICIAL, AND LEGISLATIVE BRANCH OFFICIALS, INCLUDING JUDGES, LEGISLATIVE LEADERS, LEGISLATIVE STAFF, CHIEFS OF STAFF, AND OTHER PERTINENT STATE POLICYMAKERS TO IDENTIFY 4-6 STATES WHO ARE PART OF THE CSG SOUTH REGION INTERESTED IN PARTICIPATING IN EDUCATIONAL ACTIVITIES OVER A 12-MONTH PERIOD TO BEGIN IN 2024 FOCUSED ON EDUCATION ON CHILD WELFARE TOPICS THAT WILL SEEK TO REDUCE ENTRIES INTO CARE AND INCREASE TIME TO PERMANENCY. 25,000

THE CYCLE EFFECT

PO BOX 1503
EAGLE,CO81631
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 200

THE GOODTIMES PROJECT

7400 SAND POINT WAY NE
SEATTLE,WA98115
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 375

THE LEUKEMIA & LYMPHOMA SOCIETY INC

221 MAIN ST SUITE 1650
SAN FRANCISCO,CA94105
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 150

THE MAYORS FUND TO ADVANCE NEW YORK CITY

253 BROADWAY 6TH FLOOR
NEW YORK,NY10007
  PC SUPPORT TO RESPOND TO THE NEEDS AND WELL-BEING OF MIGRANT AND ASYLUM SEEKER FAMILIES AND CHILDREN IN NEW YORK CITY. 750,000

THE MOCKINGBIRD SOCIETY

2100 24TH AVENUE S STE 240
SEATTLE,WA98144
  PC SPONSORY YOUTH LEADERSHIP SUMMIT 12,500

THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC

383 MAIN AVE 5TH FLOOR
NORWALK,CT06851
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 265

THE NATIONAL ALLIANCE OF CHILD ABUSE PREVENTION

5712 30TH AVE NE
SEATTLE,WA98105
  PC TO AMPLIFY THE EXPERIENCES OF BIRTH PARENT LEADERS BY PARTNERING WITH PARENTS TO EDUCATE CHILD WELFARE LEADERS, DECISION MAKERS, AND KEY STAKEHOLDERS ABOUT EFFECTIVE ENGAGEMENT AND BEST PRACTICE STRATEGIES TO PREVENT THE NEED FOR FOSTER CARE AND IMPROVE OUTCOMES FOR CHILDREN AND FAMILIES. 204,820

THE TAYLOR WARE PROJECT INC

PO BOX 52102
ATLANTA,GA30355
  PC SUPPORT ANNUAL CONFERENCE 7,500

THE TREEHOUSE FOUNDATION INC

ONE TREEHOUSE CIRCLE
EASTHAMPTON,MA01027
  PC SPONSORSHIP OF THE TREEHOUSE FOUNDATION, INC.S 9TH ANNUAL RE-ENVISIONING FOSTER CARE IN AMERICA CONFERENCE. 10,000

THREE AFFILIATED TRIBES

404 FRONTAGE ROAD
NEW TOWN,ND58763
  GOV FOR GENERAL OPERATING SUPPORT. 50,000

THREE LITTLE PITTIES RESCUE

509 RUSTIC LN
FRIENDSWOOD,TX77546
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 150

THREE LITTLE PITTIES RESCUE

509 RUSTIC LN
FRIENDSWOOD,TX77546
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 75

TIDES CENTER

1012 TORNEY AVENUE
SAN FRANCISCO,CA94129
  PC SUPPORT CITIES UNITEDS EFFORTS TO REDUCE THE NUMBER OF VIOLENCE RELATED DEATHS IMPACTING BLACK MEN AND BOYS BETWEEN THE AGES OF 10 AND 24. 327,000

TPMG CORP

PO BOX 1461
TRUJILLO ALTO,PR00976
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 250

UNICEF USA

125 MAIDEN LANE
NEW YORK,NY10038
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100

UNIDOSUS

1126 16TH STREET NW
WASHINGTON,DC20036
  PC FOR GENERAL OPERATING SUPPORT. 12,068

UNITED NATIONAL INDIAN TRIBAL YOUTH INC

953 E JUANITA AVENUE STE C
MESA,AZ85204
  PC GENERAL SUPPORT RELATED TO GRANTEES 2023 NATIONAL UNITY CONFERENCE. 10,000

UNITED WAY

720 2ND AVE
SEATTLE,WA98104
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 910

UNIVERSITY OF CALIFORNIA LOS ANGELES LATINO POLICY & POLITICS INITIATIVE

3250 PUBLIC AFFAIRS BUILDING
LOS ANGELES,CA90065
  PC SUPPORT THE DEVELOPMENT OF THE UCLA-LPPI LATINO DATA HUB & MAINTAIN CHILD WELFARE DATA 20,000

URBAN HEALTH PLAN INC

1065 SOUTHERN BOULEVARD
BRONX,NY10459
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 5,000

US - JAPAN COUNCIL

1819 L STREET NW SUITE 200
WASHINGTON,DC20001
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100

WASHINGTON STATE COALITION AGAINST DOMESTIC VIOLENCE

107 SPRING ST
SEATTLE,WA98104
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 1,000

WASHINGTON STATE DEPARTMENT OF CHILDREN YOUTH AND FAMILIES

1110 JEFFERSON STREET SE
OLYMPIA,WA98504
  GOV SUPPORT RELATED TO GRANTEES HOLIDAY CELEBRATIONS AT THE ELLENSBURG, TOPPENISH, AND SUNNYSIDE DCYF OFFICES. 2,000

WASHINGTON TRAILS ASSOCIATION

705 2ND AVE SUITE 300
SEATTLE,WA98104
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 255

WASHINGTON WOMEN LAWYERS FOUNDATION

1415 E JEFFERSON STREET
SEATTLE,WA98122
  PC FOR GENERAL SUPPORT OF THE GRANTEE'S MISSION. 5,000

WESTERN WASHINGTON UNIVERSITY FOUNDATION

516 HIGH STREET
BELLINGHAM,WA98225
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100

WORLD CONFERENCE OF MAYORS INC

410 PRESTWOOD CIRCLE
TUSKEGEE,AL36083
  PC TO SUPPORT GRANTEE C. IN THEIR EFFORTS TO BRING ATTENTION AND INCREASE COMMITMENT TO SUPPORTING CHILDREN AND THEIR FAMILIES INVOLVED WITH THE FOSTER CARE SYSTEM. 75,000

YAKIMA HUMANE SOCIETY

2405 W BIRCHFIELD ROAD
YAKIMA,WA98901
  PC DONATION IN MEMORIAM OF CARLOS SALDIVAR 500

YMCA OF GREATER SEATTLE

909 4TH AVENUE
SEATTLE,WA98144
  PC TO SUPPORT GRANTEES 2023 CHANGEMAKERS EVENT 100,000

YMCA OF GREATER SEATTLE

909 4TH AVENUE
SEATTLE,WA98144
  PC PROVIDE GENERAL OPERATING SUPPORT, AND TO SUPPORT GRANTEES COLLABORATION WITH THE US SOCCER FOUNDATION'S AFTER-SCHOOL PROGRAM TO INCREASE ACCESS TO SOCCER AND IMPROVE THE HEALTH AND WELL-BEING OF AT LEAST 1 MILLION YOUTH BY 2026. 400,000

YMCA OF GREATER SEATTLE

909 4TH AVENUE
SEATTLE,WA98144
  PC SUPPORT RELATED TO GRANTEES RESOURCE FAIR AND MOVIE EVENT, KNOWN AS CINEMATIQUE: FOSTERING COMMUNITY AND CONNECTION. 30,000

YOUTH MARINE FOUNDATION

820 E D STREET
TACOMA,WA98421
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100
Total .................................right arrow 3a 7,597,508
bApproved for future payment

AMERICAN ACADEMY OF PEDIATRICS
501 13TH STREET NW SUITE 400 NORTH
WASHINGTON,DC20005
  PC SUPPORT A CHILD WELFARE AND HEALTH POLICY PEDIATRICIAN FELLOWSHIP AND PROVIDE PEDIATRIC EXPERTISE IN SUPPORT OF POLICY DEVELOPMENT AND STAKEHOLDER EDUCATIONAL ACTIVITIES. 15,493

ARC OF THE CAPITAL AREA
1106 CLAYTON LN SUITE 215E
AUSTIN,TX78723
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 1,000

ARIZONA LEGAL WOMEN AND YOUTH SERVICES
24 W CAMELBACK RD SUITE A335
PHOENIX,AZ85013
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 250

BAAHAUS ANIMAL RESCUE
PO BOX 2356
VASHON,WA98070
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 500

CARNEGIE MELLON UNIVERSITY
6 PPG PLACE 14TH FLOOR
PITTSBURGH,PA15222
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 55

COMMUNITY FOUNDATION OF NORTHWEST MISSISSIPPI INC
315 LOSHER STREET SUITE 100
HERNANDO,MS38632
  PC SUPPORT FOR THE 23RD ANNUAL CRYSTAL BALL 26,200

CORE TANZANIA
6709 EARL AVENUE NW
SEATTLE,WA98117
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 250

CROHN'S & COLITIS FOUNDATION INC
733 3RD AVE STE 510
NEW YORK,NY10017
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 50

FOSTERCLUB INC
620 HOLLADAY DR 1
SEASIDE,OR97138
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 500

FRIENDS UNITED TO SHELTER THE INDIGENT OPPRESSED AND NEEDY
PO BOX 23934
FEDERAL WAY,WA98093
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 150

JUBILEE WOMEN'S CENTER
620 18TH AVE E
SEATTLE,WA98112
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 173

KIDS INTERNATIONAL MINISTRIES
PO BOX 1369
LAWRENCE,KS66044
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 1,000

KING COUNTY SEXUAL ASSAULT RESOURCE CENTER
707 S GRADY WAY SUITE 300
RENTON,WA98057
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 300

LEADERSHIP RHODE ISLAND
188 VALLEY ST BUILDING 3L SUITE 131
PROVIDENCE,RI02909
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100

LINTERNITA FOUNDATION
8151 E MARBLEHEAD WAY
ANAHEIM,CA92808
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 1,000

MULTI-SERVICE CENTER
1200 S 336TH ST
FEDERAL WAY,WA98003
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100

NATIONAL ASSOCIATION OF COUNSEL FOR CHILDREN
899 N LOGAN STREET
DENVER,CO80203
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 500

NORTH CASCADES INSTITUTE
810 STATE ROUTE 20
SEDRO WOOLLEY,WA98284
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 500

NORTHWEST HARVEST E M M
PO BOX 12272
SEATTLE,WA98102
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 150

OCCIDENTAL COLLEGE
1600 CAMPUS ROAD M-45
LOS ANGELES,CA90041
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 100

ODD MAN INN ANIMAL REFUGEE
PO BOX 1328
JAMESTOWN,TN38556
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 500

PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAM ST FL 10
NEW YORK,NY10038
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 275

PRIDE FOUNDATION
2014 E MADISON ST 300
SEATTLE,WA98122
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 250

PROJECT CANINE
414 NE RAVENNA SUITE A 1018
SEATTLE,WA98115
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 50

RISE COLORADO
1595 ELMIRA ST
AURORA,CO80010
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 400

SCHOOL'S OUT WASHINGTON
625 ANDOVER PARK W SUITE 101
TUKWILA,WA98188
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 250

SHORELINE ROBOTICS SOCIETY
16715 NE 29TH ST
BELLEVUE,WA98008
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 75

THE COUNCIL OF STATE GOVERNMENTS LTD - SOUTHERN
1946 CLAIRMONT ROAD
DECATUR,GA30033
  PC TO ENGAGE EXECUTIVE, JUDICIAL, AND LEGISLATIVE BRANCH OFFICIALS, INCLUDING JUDGES, LEGISLATIVE LEADERS, LEGISLATIVE STAFF, CHIEFS OF STAFF, AND OTHER PERTINENT STATE POLICYMAKERS TO IDENTIFY 4-6 STATES WHO ARE PART OF THE CSG SOUTH REGION INTERESTED IN PARTICIPATING IN EDUCATIONAL ACTIVITIES OVER A 12-MONTH PERIOD TO BEGIN IN 2024 FOCUSED ON EDUCATION ON CHILD WELFARE TOPICS THAT WILL SEEK TO REDUCE ENTRIES INTO CARE AND INCREASE TIME TO PERMANENCY. 25,000

WESTERN PENNSYLVANIA FAMILY CENTER
PO BOX 7836
PITTSBURGH,PA15215
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 750

WILDERNESS AWARENESS SCHOOL
PO BOX 219 PMB 137
DUVALL,WA98019
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 500

WINNEBAGO HEALTH FOUNDATION
255 S BLUFF ST
WINNEBAGO,NE68071
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 1,000

WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE
WASHINGTON,DC20001
  PC EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT 500

YAKIMA COUNTY JUVENILE COURT
1728 JEROME AVE
YAKIMA,WA98902
  GOV ICWA COURT COLLABORATION 12,500
Total ................................. right arrow 3b 90,421
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 10,102,631  
4 Dividends and interest from securities ....     14 13,918,274  
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 .....     18 5,295,274  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 32,887,747  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISC. INCOME
        51,948
bINSURANCE ADJUSTMENTS         8,571
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 62,203,926 60,519
13Total. Add line 12, columns (b), (d), and (e)..................
13
62,264,445
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11 CASEY PROVIDES DIRECT SERVICES TO CHILDREN, YOUTH, AND FAMILIES AND PROMOTES ADVANCES IN CHILD WELFARE PRACTICE AND POLICY TO CARRY OUT THE EXEMPT PURPOSE OF THIS EXEMPT OPERATING FOUNDATION.
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
CASEY FAMILY PROGRAMS
 
Employer identification number
91-0793881
Part I
Contributors
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
ARIZONA DEPARTMENT OF CHILD SAFETY
 
3003 NORTH CENTRAL AVENUE 23RD FLOO
 
PHOENIX, AZ850122919

$ 61,225


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
SAN DIEGO HEALTH AND HUMAN SERVICES
 
1600 PACIFIC HIGHWAY ROOM 206
 
SAN DIEGO, CA921012400

$ 243,518


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
WA DEPT SOCIAL & HEALTH SERVICES
 
PO BOX 45845
 
OLYMPIA, WA985040000

$ 23,333


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
JEFF COY UNITRUST
 
1211 AVENUE OF THE AMERICAS
 
NEW YORK, NY10036

$ 1,190


(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.)
(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
CASEY FAMILY PROGRAMS
 
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
CASEY FAMILY PROGRAMS
 
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
CASEY FAMILY PROGRAMS
EIN:
91-0793881
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
JACOBSON JARVIS & CO. PLLC 9,150 0 0 10,350
VOLDAL WARTELLE & CO. P.S. 36,000 0 0 35,000
DELOITTE & TOUCHE LLP 358,970 82,335 82,335 215,382

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

TY 2023 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   4,391,263   L   0 0 0  
BUILDING   28,312,055 16,503,798 SL 0 % 0 0 0  
FURNITURE & EQUIPMENT   6,414,888 5,173,098 SL 0 % 0 0 0  
AUTOMOBILES   690,794 586,106 SL 0 % 0 0 0  
LEASEHOLD IMPROVEMENTS   15,146,597 13,702,222 SL 0 % 0 0 0  

TY 2023 InvestmentsCorpBondsSchedule
Name:
CASEY FAMILY PROGRAMS
EIN:
91-0793881
Name of Bond End of Year Book Value End of Year Fair Market Value
BGI US DEBT FUND B 16,456,631 16,456,631
BOOTSTRAP EUROPE III 6,748,034 6,748,034
CASEY FP PRM FINAN V 1,382,061 1,382,061
DODGE & COX 90,611 90,611
DODGE & COX 368,311 368,311
DODGE & COX 99,020 99,020
DODGE & COX 30,271 30,271
DODGE & COX 50,491 50,491
DODGE & COX 149,802 149,802
DODGE & COX 148,706 148,706
DODGE & COX 70,472 70,472
DODGE & COX 86,139 86,139
DODGE & COX 129,524 129,524
DODGE & COX 160,259 160,259
DODGE & COX 85,371 85,371
DODGE & COX 95,542 95,542
DODGE & COX 72,401 72,401
DODGE & COX 245,763 245,763
DODGE & COX 161,707 161,707
DODGE & COX 80,008 80,008
DODGE & COX 54,374 54,374
DODGE & COX 236,151 236,151
DODGE & COX 83,997 83,997
DODGE & COX 77,028 77,028
DODGE & COX 44,780 44,780
DODGE & COX 41,993 41,993
DODGE & COX 18,430 18,430
DODGE & COX 45,325 45,325
DODGE & COX 312,394 312,394
DODGE & COX 31,492 31,492
DODGE & COX 36,787 36,787
DODGE & COX 102,682 102,682
DODGE & COX 123,957 123,957
DODGE & COX 177,473 177,473
DODGE & COX 309,024 309,024
DODGE & COX 182,101 182,101
DODGE & COX 100,821 100,821
DODGE & COX 118,442 118,442
DODGE & COX 92,908 92,908
DODGE & COX 91,355 91,355
DODGE & COX 213,548 213,548
DODGE & COX 117,754 117,754
DODGE & COX 149,251 149,251
DODGE & COX 304,500 304,500
DODGE & COX 204,628 204,628
DODGE & COX 206,512 206,512
DODGE & COX 408,097 408,097
DODGE & COX 71,432 71,432
DODGE & COX 1,032,343 1,032,343
DODGE & COX 97,234 97,234
DODGE & COX 133,033 133,033
DODGE & COX 157,664 157,664
DODGE & COX 162,868 162,868
DODGE & COX 196,115 196,115
DODGE & COX 73,754 73,754
DODGE & COX 73,723 73,723
DODGE & COX 51,539 51,539
DODGE & COX 55,024 55,024
DODGE & COX 71,830 71,830
DODGE & COX 335,897 335,897
DODGE & COX 211,013 211,013
DODGE & COX 209,029 209,029
DODGE & COX 299,864 299,864
DODGE & COX 491,128 491,128
DODGE & COX 463,820 463,820
DODGE & COX 123,738 123,738
DODGE & COX 418,077 418,077
DODGE & COX 181,223 181,223
DODGE & COX 76,997 76,997
DODGE & COX 25,842 25,842
DODGE & COX 52,693 52,693
DODGE & COX 131,204 131,204
DODGE & COX 185,584 185,584
DODGE & COX 237,978 237,978
DODGE & COX 52,827 52,827
DODGE & COX 471,294 471,294
DODGE & COX 294,001 294,001
DODGE & COX 900,912 900,912
DODGE & COX 893,501 893,501
DODGE & COX 189,880 189,880
DODGE & COX 148,023 148,023
DODGE & COX 192,517 192,517
DODGE & COX 63,188 63,188
DODGE & COX 155,855 155,855
DODGE & COX 103,517 103,517
DODGE & COX 160,501 160,501
DODGE & COX 61,187 61,187
DODGE & COX 4,529 4,529
DODGE & COX 64,205 64,205
DODGE & COX 23,101 23,101
DODGE & COX 419,035 419,035
DODGE & COX 170,510 170,510
DODGE & COX 311,702 311,702
DODGE & COX 145,913 145,913
DODGE & COX 148,142 148,142
DODGE & COX 203,232 203,232
DODGE & COX 147,346 147,346
DODGE & COX 121,582 121,582
DODGE & COX 128,986 128,986
DODGE & COX 395,792 395,792
DODGE & COX 391,747 391,747
DODGE & COX 73,166 73,166
DODGE & COX 64,905 64,905
DODGE & COX 65,695 65,695
DODGE & COX 305,586 305,586
DODGE & COX 543,608 543,608
DODGE & COX 115,073 115,073
DODGE & COX 130,345 130,345
DODGE & COX 65,526 65,526
DODGE & COX 639,952 639,952
DODGE & COX 337,163 337,163
DODGE & COX 186,797 186,797
DODGE & COX 712,195 712,195
DODGE & COX 481,780 481,780
DODGE & COX 416,419 416,419
DODGE & COX 263,349 263,349
DODGE & COX 194,000 194,000
DODGE & COX 212,279 212,279
DODGE & COX 336,626 336,626
DODGE & COX 188,891 188,891
DODGE & COX 305,320 305,320
DODGE & COX 398,110 398,110
DODGE & COX 73,453 73,453
DODGE & COX 235,023 235,023
DODGE & COX 256,202 256,202
DODGE & COX 353,561 353,561
DODGE & COX 212,688 212,688
DODGE & COX 248,839 248,839
DODGE & COX 192,325 192,325
DODGE & COX 193,987 193,987
DODGE & COX 252,308 252,308
DODGE & COX 505,203 505,203
DODGE & COX 198,548 198,548
DODGE & COX 228,898 228,898
DODGE & COX 166,040 166,040
DODGE & COX 500,046 500,046
DODGE & COX 110,625 110,625
DODGE & COX 195,936 195,936
DODGE & COX 186,631 186,631
DODGE & COX 231,525 231,525
DODGE & COX 440,576 440,576
DODGE & COX 391,229 391,229
DODGE & COX 294,006 294,006
DODGE & COX 185,181 185,181
DODGE & COX 565,988 565,988
DOUBLELINE TOTAL RET 40,863,913 40,863,913
EAGLE POINT 9,032,289 9,032,289
GRAMERCY FUND III 6,832,616 6,832,616
KREOS CAPITAL VI LP 20,436,419 20,436,419
NINETY ONE AF CR I 204,644 204,644
NINETY ONE AF CR II 18,741,526 18,741,526
OAKTREE EURO FD III 2,198,646 2,198,646
PUGH CAPITAL 188,687 188,687
PUGH CAPITAL 341,812 341,812
PUGH CAPITAL 61,770 61,770
PUGH CAPITAL 71,474 71,474
PUGH CAPITAL 162,569 162,569
PUGH CAPITAL 214,545 214,545
PUGH CAPITAL 118,592 118,592
PUGH CAPITAL 124,984 124,984
PUGH CAPITAL 186,793 186,793
PUGH CAPITAL 132,744 132,744
PUGH CAPITAL 177,144 177,144
PUGH CAPITAL 121,796 121,796
PUGH CAPITAL 96,672 96,672
PUGH CAPITAL 244,261 244,261
PUGH CAPITAL 141,852 141,852
PUGH CAPITAL 178,178 178,178
PUGH CAPITAL 152,679 152,679
PUGH CAPITAL 118,142 118,142
PUGH CAPITAL 261,642 261,642
PUGH CAPITAL 58,727 58,727
PUGH CAPITAL 151,240 151,240
PUGH CAPITAL 52,515 52,515
PUGH CAPITAL 144,379 144,379
PUGH CAPITAL 107,425 107,425
PUGH CAPITAL 210,327 210,327
PUGH CAPITAL 187,774 187,774
PUGH CAPITAL 97,358 97,358
PUGH CAPITAL 306,471 306,471
PUGH CAPITAL 256,862 256,862
PUGH CAPITAL 275,462 275,462
PUGH CAPITAL 340,892 340,892
PUGH CAPITAL 93,644 93,644
PUGH CAPITAL 162,128 162,128
PUGH CAPITAL 57,529 57,529
PUGH CAPITAL 115,209 115,209
PUGH CAPITAL 159,629 159,629
PUGH CAPITAL 186,279 186,279
PUGH CAPITAL 197,019 197,019
PUGH CAPITAL 65,273 65,273
PUGH CAPITAL 192,547 192,547
PUGH CAPITAL 49,717 49,717
PUGH CAPITAL 89,257 89,257
PUGH CAPITAL 297,046 297,046
PUGH CAPITAL 118,646 118,646
PUGH CAPITAL 114,172 114,172
PUGH CAPITAL 217,932 217,932
PUGH CAPITAL 126,095 126,095
PUGH CAPITAL 309,184 309,184
PUGH CAPITAL 101,528 101,528
PUGH CAPITAL 96,067 96,067
PUGH CAPITAL 146,114 146,114
PUGH CAPITAL 401,063 401,063
PUGH CAPITAL 46,485 46,485
PUGH CAPITAL 75,046 75,046
PUGH CAPITAL 201,062 201,062
PUGH CAPITAL 278,560 278,560
PUGH CAPITAL 142,989 142,989
PUGH CAPITAL 187,759 187,759
PUGH CAPITAL 93,889 93,889
PUGH CAPITAL 93,690 93,690
PUGH CAPITAL 179,404 179,404
PUGH CAPITAL 343,068 343,068
PUGH CAPITAL 150,415 150,415
PUGH CAPITAL 263,771 263,771
PUGH CAPITAL 109,282 109,282
PUGH CAPITAL 109,089 109,089
PUGH CAPITAL 72,566 72,566
PUGH CAPITAL 156,759 156,759
PUGH CAPITAL 152,308 152,308
PUGH CAPITAL 134,313 134,313
PUGH CAPITAL 71,627 71,627
PUGH CAPITAL 224,533 224,533
PUGH CAPITAL 94,546 94,546
PUGH CAPITAL 152,636 152,636
PUGH CAPITAL 346,495 346,495
PUGH CAPITAL 154,205 154,205
PUGH CAPITAL 394,972 394,972
PUGH CAPITAL 61,320 61,320
PUGH CAPITAL 122,802 122,802
PUGH CAPITAL 162,212 162,212
PUGH CAPITAL 312,731 312,731
PUGH CAPITAL 164,734 164,734
PUGH CAPITAL 138,972 138,972
PUGH CAPITAL 251,924 251,924
PUGH CAPITAL 46,466 46,466
PUGH CAPITAL 265,193 265,193
PUGH CAPITAL 139,135 139,135
PUGH CAPITAL 191,550 191,550
PUGH CAPITAL 190,842 190,842
PUGH CAPITAL 457,557 457,557
PUGH CAPITAL 194,587 194,587
PUGH CAPITAL 151,081 151,081
PUGH CAPITAL 238,421 238,421
PUGH CAPITAL 206,189 206,189
PUGH CAPITAL 249,805 249,805
PUGH CAPITAL 83,949 83,949
PUGH CAPITAL 231,733 231,733
PUGH CAPITAL 185,086 185,086
PUGH CAPITAL 232,983 232,983
PUGH CAPITAL 59,774 59,774
PUGH CAPITAL 213,138 213,138
PUGH CAPITAL 198,689 198,689
PUGH CAPITAL 89,866 89,866
PUGH CAPITAL 16,875 16,875
PUGH CAPITAL 117,949 117,949
PUGH CAPITAL 97,457 97,457
PUGH CAPITAL 137,512 137,512
PUGH CAPITAL 102,123 102,123
PUGH CAPITAL 94,918 94,918
PUGH CAPITAL 122,444 122,444
PUGH CAPITAL 184,359 184,359
PUGH CAPITAL 118,673 118,673
PUGH CAPITAL 80,420 80,420
PUGH CAPITAL 150,647 150,647
PUGH CAPITAL 222,644 222,644
PUGH CAPITAL 71,104 71,104
PUGH CAPITAL 368,484 368,484
PUGH CAPITAL 121,667 121,667
PUGH CAPITAL 199,530 199,530
PUGH CAPITAL 185,513 185,513
PUGH CAPITAL 231,247 231,247
PUGH CAPITAL 363,338 363,338
PUGH CAPITAL 203,488 203,488
PUGH CAPITAL 50,428 50,428
PUGH CAPITAL 319,611 319,611
PUGH CAPITAL 109,951 109,951
PUGH CAPITAL 133,240 133,240
PUGH CAPITAL 210,468 210,468
PUGH CAPITAL 178,302 178,302
PUGH CAPITAL 194,704 194,704
PUGH CAPITAL 219,596 219,596
PUGH CAPITAL 95,103 95,103
PUGH CAPITAL 257,783 257,783
PUGH CAPITAL 341,364 341,364
PUGH CAPITAL 131,787 131,787
ROUNDSHIELD V 1,129,547 1,129,547
SSGA TIPS 54,228,841 54,228,841
WA MACRO OPP 16,423,343 16,423,343

TY 2023 InvestmentsCorpStockSchedule
Name:
CASEY FAMILY PROGRAMS
EIN:
91-0793881
Name of Stock End of Year Book Value End of Year Fair Market Value
HOSKING GLOBAL 4,259 4,259
ARROWSTREET 256,573 256,573
GS US SC VALUE EQ 209,418 209,418
GS US SC VALUE EQ 202,954 202,954
GS US SC VALUE EQ 493,797 493,797
BGI ACWI EX-US 15,759,406 15,759,406
GS US SC VALUE EQ 433,411 433,411
ARIEL 358,135 358,135
ARROWSTREET 1,168,143 1,168,143
GS US SC VALUE EQ 352,285 352,285
BAILLIE GIFFORD LTGG 2,332,174 2,332,174
BAILLIE GIFFORD LTGG 2,616,030 2,616,030
BAILLIE GIFFORD LTGG 827,223 827,223
GS US SC VALUE EQ 78,992 78,992
ARROWSTREET 199,650 199,650
ARROWSTREET 662,371 662,371
HARDMAN JOHNSTON IE 1,840,567 1,840,567
HARDMAN JOHNSTON IE 2,573,981 2,573,981
ARROWSTREET 627,822 627,822
ARROWSTREET 165,098 165,098
GS US SC VALUE EQ 2,642 2,642
BAILLIE GIFFORD LTGG 851,292 851,292
GS US SC VALUE EQ 234,703 234,703
GS US SC VALUE EQ 143,610 143,610
HARDMAN JOHNSTON IE 1,293,516 1,293,516
ARROWSTREET 524,918 524,918
ARROWSTREET 1,842,378 1,842,378
ARROWSTREET 2,840,456 2,840,456
HOSKING GLOBAL 154 154
ARROWSTREET 1,438,242 1,438,242
GS US SC VALUE EQ 15,248 15,248
BAILLIE GIFFORD LTGG 4,947,014 4,947,014
ARIEL 611,978 611,978
ARROWSTREET 689,786 689,786
GS US SC VALUE EQ 435,222 435,222
GS US SC VALUE EQ 101,419 101,419
GS US SC VALUE EQ 359,183 359,183
ARROWSTREET 139,632 139,632
GS US SC VALUE EQ 61,055 61,055
GS US SC VALUE EQ 270,544 270,544
ARROWSTREET 5,022,915 5,022,915
HARDMAN JOHNSTON IE 1,633,353 1,633,353
GS US SC VALUE EQ 169,737 169,737
ARROWSTREET 65,998 65,998
GS US SC VALUE EQ 257,207 257,207
GS US SC VALUE EQ 526,169 526,169
ARROWSTREET 130/30 16,673,727 16,673,727
GS US SC VALUE EQ 305,284 305,284
GS US SC VALUE EQ 574,039 574,039
GS US SC VALUE EQ 315,657 315,657
BAILLIE GIFFORD LTGG 3,502,389 3,502,389
ARROWSTREET 497,006 497,006
HARDMAN JOHNSTON IE 1,866,565 1,866,565
GS US SC VALUE EQ 358,368 358,368
HOSKING GLOBAL 302 302
HARDMAN JOHNSTON IE 2,528,260 2,528,260
GS US SC VALUE EQ 214,800 214,800
GS US SC VALUE EQ 353,926 353,926
BAILLIE GIFFORD LTGG 3,188,038 3,188,038
HARDMAN JOHNSTON IE 1,182,640 1,182,640
GS US SC VALUE EQ 185,092 185,092
GS US SC VALUE EQ 398,739 398,739
ARROWSTREET 990,166 990,166
ARIEL 1,642,727 1,642,727
ARROWSTREET 397,540 397,540
ARROWSTREET 104,253 104,253
ARROWSTREET 122,825 122,825
ARROWSTREET 998,133 998,133
ARROWSTREET 27,657 27,657
ARROWSTREET 757,628 757,628
ARROWSTREET 382,580 382,580
ARROWSTREET 1,424,342 1,424,342
ARROWSTREET 124,337 124,337
ARROWSTREET 54,955 54,955
ARROWSTREET 220,707 220,707
ARROWSTREET 321,567 321,567
ARROWSTREET 405,105 405,105
GS US SC VALUE EQ 326,502 326,502
ARROWSTREET 72,585 72,585
ARROWSTREET 96,995 96,995
ARIEL 350,077 350,077
GS US SC VALUE EQ 240,436 240,436
BAILLIE GIFFORD LTGG 1,287,770 1,287,770
ARROWSTREET 159,424 159,424
ARROWSTREET 208,089 208,089
BGI MSCI CANADA B 3,656,629 3,656,629
GS US SC VALUE EQ 109,226 109,226
BAILLIE GIFFORD LTGG 1,494,974 1,494,974
ARIEL 828,643 828,643
ARROWSTREET 931,178 931,178
ARROWSTREET 681,066 681,066
GS US SC VALUE EQ 129,034 129,034
GS US SC VALUE EQ 346,985 346,985
ARROWSTREET 479,890 479,890
ARROWSTREET 199,941 199,941
ARROWSTREET 1,399,256 1,399,256
ARIEL 1,031,466 1,031,466
ARIEL 827,630 827,630
GS US SC VALUE EQ 73,700 73,700
BGI EAFE 9,234,827 9,234,827
ARROWSTREET 631,310 631,310
ARROWSTREET 670,721 670,721
ARROWSTREET 402,533 402,533
GS US SC VALUE EQ 229,180 229,180
PRIME FIN VI FI 4,690,131 4,690,131
ARROWSTREET 252,847 252,847
ARROWSTREET 238,493 238,493
GS US SC VALUE EQ 388,986 388,986
ARROWSTREET 309,730 309,730
GS US SC VALUE EQ 193,725 193,725
ARIEL 1,737,528 1,737,528
GS US SC VALUE EQ 311,080 311,080
ARROWSTREET 371,353 371,353
ARROWSTREET 476,159 476,159
ARROWSTREET 714,601 714,601
ARROWSTREET 44,322 44,322
GS US SC VALUE EQ 471,761 471,761
ARIEL 1,574,980 1,574,980
ARROWSTREET 99,717 99,717
OPERATING CASH 898 898
ARROWSTREET 748,757 748,757
DODGE & COX 616,464 616,464
ARROWSTREET 982,813 982,813
ARROWSTREET 744 744
ARROWSTREET 1,821 1,821
GS US SC VALUE EQ 307,642 307,642
BAILLIE GIFFORD LTGG 2,575,898 2,575,898
ARIEL 441,577 441,577
ARIEL 357,130 357,130
GS US SC VALUE EQ 250,012 250,012
ARROWSTREET 100,984 100,984
GS US SC VALUE EQ 261,497 261,497
GS US SC VALUE EQ 167,825 167,825
ARROWSTREET 1,750,054 1,750,054
GS US SC VALUE EQ 391,813 391,813
GS US SC VALUE EQ 333,973 333,973
GS US SC VALUE EQ 245,193 245,193
GS US SC VALUE EQ 211,139 211,139
ARROWSTREET 89,693 89,693
GS US SC VALUE EQ 314,091 314,091
BAILLIE GIFFORD LTGG 1,357,239 1,357,239
BAILLIE GIFFORD LTGG 1,911,068 1,911,068
GS US SC VALUE EQ 419,279 419,279
ARIEL 773,339 773,339
GS US SC VALUE EQ 101,350 101,350
ARROWSTREET 1,199,755 1,199,755
GS US SC VALUE EQ 164,331 164,331
GS US SC VALUE EQ 274,947 274,947
ARROWSTREET 140,760 140,760
HARDMAN JOHNSTON IE 1,402,172 1,402,172
HARDMAN JOHNSTON IE 1,243,660 1,243,660
ARROWSTREET 24,803 24,803
ARROWSTREET 300,008 300,008
ARIEL 341,908 341,908
BAILLIE GIFFORD LTGG 968,491 968,491
ARIEL 1,205,578 1,205,578
ARROWSTREET 1,014,543 1,014,543
ARIEL 744,752 744,752
HARDMAN JOHNSTON IE 2,543,407 2,543,407
BAILLIE GIFFORD LTGG 2,931,502 2,931,502
GS US SC VALUE EQ 178,199 178,199
HOSKING GLOBAL 1,785 1,785
HOSKING GLOBAL 34 34
ARIEL 716,632 716,632
NEWLANDS AFRICA 1,368,052 1,368,052
ARROWSTREET 80,746 80,746
DODGE & COX GLOB 31,710,445 31,710,445
ARROWSTREET 558,223 558,223
ARROWSTREET 55,202 55,202
GS US SC VALUE EQ 161,178 161,178
GS US SC VALUE EQ 288,970 288,970
ARROWSTREET 155,374 155,374
ARROWSTREET 965,605 965,605
GS US SC VALUE EQ 279,971 279,971
ARROWSTREET 508,342 508,342
GS US SC VALUE EQ 20,605 20,605
ARIEL 1,296,065 1,296,065
ARROWSTREET 783,842 783,842
GS US SC VALUE EQ 281,781 281,781
BAILLIE GIFFORD LTGG 993,561 993,561
GS US SC VALUE EQ 394,201 394,201
GS US SC VALUE EQ 337,031 337,031
GS US SC VALUE EQ 82,328 82,328
ARROWSTREET 49,897 49,897
GS US SC VALUE EQ 119,686 119,686
ARIEL 616,762 616,762
ARROWSTREET 360,080 360,080
GS US SC VALUE EQ 454,193 454,193
GS US SC VALUE EQ 137,798 137,798
ARROWSTREET 1,074,977 1,074,977
NEWLANDS AFRICA 1,525,858 1,525,858
GS US SC VALUE EQ 290,706 290,706
GS US SC VALUE EQ 207,735 207,735
GS US SC VALUE EQ 231,977 231,977
GS US SC VALUE EQ 308,283 308,283
GS US SC VALUE EQ 243,986 243,986
ARROWSTREET 985,009 985,009
GS US SC VALUE EQ 173,876 173,876
GS US SC VALUE EQ 167,338 167,338
ARROWSTREET 255,600 255,600
ARROWSTREET 301,254 301,254
ARIEL 525,289 525,289
ARROWSTREET 136,245 136,245
ARROWSTREET 281,238 281,238
ARROWSTREET 3,609 3,609
GS US SC VALUE EQ 75,326 75,326
ARROWSTREET 3,695 3,695
ARROWSTREET 1,141 1,141
ARROWSTREET 733,163 733,163
GENESIS EM 156,291 156,291
HARDMAN JOHNSTON IE 2,062,919 2,062,919
ARROWSTREET 309,776 309,776
ARROWSTREET 116,109 116,109
GS US SC VALUE EQ 143,609 143,609
ARIEL 1,002,175 1,002,175
ARROWSTREET 744,806 744,806
BAILLIE GIFFORD LTGG 309,050 309,050
GS US SC VALUE EQ 289,281 289,281
GS US SC VALUE EQ 170,034 170,034
ARROWSTREET 680,498 680,498
GS US SC VALUE EQ 205,191 205,191
GS US SC VALUE EQ 387,401 387,401
HARDMAN JOHNSTON IE 1,850,132 1,850,132
GS US SC VALUE EQ 333,690 333,690
HOSKING GLOBAL 156 156
ARIEL 395,658 395,658
ARIEL 1,538,704 1,538,704
ARROWSTREET 237,990 237,990
ARROWSTREET 214,699 214,699
GS US SC VALUE EQ 105,494 105,494
ARROWSTREET 641,944 641,944
GS US SC VALUE EQ 451,450 451,450
GS US SC VALUE EQ 322,946 322,946
ARROWSTREET 649,361 649,361
BAILLIE GIFFORD LTGG 1,666,942 1,666,942
HARDMAN JOHNSTON IE 1,297,236 1,297,236
GS US SC VALUE EQ 114,444 114,444
GS US SC VALUE EQ 272,427 272,427
ARROWSTREET 406,049 406,049
GS US SC VALUE EQ 374,905 374,905
GS US SC VALUE EQ 136,639 136,639
BAILLIE GIFFORD LTGG 2,047,536 2,047,536
ARROWSTREET 1,322,368 1,322,368
ARROWSTREET 43,941 43,941
ARROWSTREET 15,619 15,619
ARROWSTREET 599,418 599,418
GS US SC VALUE EQ 331,240 331,240
ARROWSTREET 1,362,635 1,362,635
ARROWSTREET 66,551 66,551
ARROWSTREET 243,789 243,789
ARROWSTREET 355,543 355,543
ARROWSTREET 8,997 8,997
ARROWSTREET 136,863 136,863
GS US SC VALUE EQ 212,130 212,130
HARDMAN JOHNSTON IE 1,321,213 1,321,213
GS US SC VALUE EQ 234,198 234,198
ARROWSTREET 360,338 360,338
HOSKING GLOBAL 57 57
GS US SC VALUE EQ 205,261 205,261
IFP 67,723,858 67,723,858
ARROWSTREET 52,345 52,345
ARROWSTREET 1,351,922 1,351,922
ARROWSTREET 430,615 430,615
ARROWSTREET 91,812 91,812
ARROWSTREET 40,527 40,527
GS US SC VALUE EQ 244,979 244,979
ARIEL 1,140,575 1,140,575
GS US SC VALUE EQ 86,714 86,714
ARROWSTREET 1,233,167 1,233,167
GS US SC VALUE EQ 283,885 283,885
ARROWSTREET 85,073 85,073
ARROWSTREET 511,900 511,900
BAILLIE GIFFORD LTGG 2,538,971 2,538,971
ARROWSTREET 802,242 802,242
ARROWSTREET 194,405 194,405
ARROWSTREET 76,785 76,785
ARROWSTREET 629,994 629,994
ARIEL 77,242 77,242
GS US SC VALUE EQ 294,640 294,640
ARROWSTREET 123,635 123,635
ARROWSTREET 32,948 32,948
GS US SC VALUE EQ 58,208 58,208
ARROWSTREET 141,266 141,266
BAILLIE GIFFORD LTGG 523,920 523,920
ARROWSTREET 874,824 874,824
JPM GEM DISCOVERY 37,640,076 37,640,076
JPM US LC 130-30 94,754,545 94,754,545
ARROWSTREET 269,584 269,584
ARROWSTREET 260,782 260,782
ARIEL 539,110 539,110
ARROWSTREET 400,668 400,668
ARIEL 501,537 501,537
GS US SC VALUE EQ 238,142 238,142
BAILLIE GIFFORD LTGG 2,210,829 2,210,829
KILTEARN GLOBAL 74,214,899 74,214,899
GS US SC VALUE EQ 267,500 267,500
GS US SC VALUE EQ 346,988 346,988
ARIEL 225,158 225,158
GS US SC VALUE EQ 156,549 156,549
GS US SC VALUE EQ 216,575 216,575
ARIEL 327,115 327,115
ARROWSTREET 65,531 65,531
GS US SC VALUE EQ 231,213 231,213
GS US SC VALUE EQ 270,153 270,153
ARROWSTREET 474,578 474,578
ARROWSTREET 126,189 126,189
ARROWSTREET 269,330 269,330
ARROWSTREET 135,668 135,668
GS US SC VALUE EQ 214,941 214,941
LINDSELL TRAIN GLOBA 33,780,819 33,780,819
ARROWSTREET 52,996 52,996
GS US SC VALUE EQ 250,525 250,525
GS US SC VALUE EQ 215,234 215,234
ARROWSTREET 1,146,133 1,146,133
ARROWSTREET 89 89
HARDMAN JOHNSTON IE 1,194,487 1,194,487
GS US SC VALUE EQ 157,086 157,086
ARROWSTREET 441,837 441,837
ARROWSTREET 508,703 508,703
ARROWSTREET 273,093 273,093
ARROWSTREET 1,356,302 1,356,302
GS US SC VALUE EQ 201,398 201,398
ARROWSTREET 222,667 222,667
ARROWSTREET 114,997 114,997
ARROWSTREET 539,945 539,945
ARROWSTREET 99,216 99,216
BAILLIE GIFFORD LTGG 1,398,327 1,398,327
HARDMAN JOHNSTON IE 1,096,049 1,096,049
HARDMAN JOHNSTON IE 1,036,903 1,036,903
BAILLIE GIFFORD LTGG 1,995,856 1,995,856
HARDMAN JOHNSTON IE 2,849,202 2,849,202
GS US SC VALUE EQ 725,891 725,891
ARROWSTREET 2,580,722 2,580,722
ARROWSTREET 105,528 105,528
GS US SC VALUE EQ 281,358 281,358
GS US SC VALUE EQ 457,192 457,192
ARIEL 2,387,854 2,387,854
ARROWSTREET 6,295,286 6,295,286
GS US SC VALUE EQ 230,046 230,046
ARROWSTREET 134,568 134,568
ARROWSTREET 37,154 37,154
BAILLIE GIFFORD LTGG 2,082,185 2,082,185
ARROWSTREET 24,421 24,421
GS US SC VALUE EQ 467,495 467,495
ARROWSTREET 103,100 103,100
GS US SC VALUE EQ 349,108 349,108
BGI ACWI EX-US 8 8
NEWLANDS AFRICA 2,222,766 2,222,766
ARIEL 54,280 54,280
GS US SC VALUE EQ 385,732 385,732
GS US SC VALUE EQ 191,055 191,055
ARROWSTREET 402,775 402,775
GS US SC VALUE EQ 247,940 247,940
GS US SC VALUE EQ 248,761 248,761
GS US SC VALUE EQ 382,744 382,744
ARIEL 106,240 106,240
ARIEL 1,303,269 1,303,269
ARROWSTREET 343,031 343,031
ARROWSTREET 327,707 327,707
BAILLIE GIFFORD LTGG 2,228,450 2,228,450
GS US SC VALUE EQ 131,121 131,121
ARROWSTREET 113,209 113,209
ARROWSTREET 141,845 141,845
NEWLAND AFRICA 8,400,604 8,400,604
GS US SC VALUE EQ 181,203 181,203
BAILLIE GIFFORD LTGG 642,219 642,219
ARROWSTREET 33,018 33,018
ARROWSTREET 308,150 308,150
GS US SC VALUE EQ 255,871 255,871
GS US SC VALUE EQ 279,810 279,810
HOSKING GLOBAL 62,078 62,078
ARIEL 314,035 314,035
HARDMAN JOHNSTON IE 1,107,930 1,107,930
ARROWSTREET 34 34
HARDMAN JOHNSTON IE 1,029,303 1,029,303
BAILLIE GIFFORD LTGG 5,489,018 5,489,018
ARROWSTREET 665,080 665,080
GS US SC VALUE EQ 184,051 184,051
ARROWSTREET 1,215 1,215
ARROWSTREET 618,870 618,870
GS US SC VALUE EQ 119,906 119,906
ARROWSTREET 129,252 129,252
GS US SC VALUE EQ 371,424 371,424
GS US SC VALUE EQ 201,675 201,675
ARROWSTREET 22,621 22,621
GS US SC VALUE EQ 218,613 218,613
ARROWSTREET 28,883 28,883
OVERLOOK PARTNERS 27,993,536 27,993,536
GS US SC VALUE EQ 80,707 80,707
GS US SC VALUE EQ 42,536 42,536
ARROWSTREET 52,907 52,907
GS US SC VALUE EQ 399,098 399,098
ARROWSTREET 966,113 966,113
GS US SC VALUE EQ 224,683 224,683
GS US SC VALUE EQ 328,249 328,249
BAILLIE GIFFORD LTGG 5,076,518 5,076,518
ARROWSTREET 131,240 131,240
GS US SC VALUE EQ 203,777 203,777
GS US SC VALUE EQ 275,383 275,383
GS US SC VALUE EQ 241,966 241,966
GS US SC VALUE EQ 96,103 96,103
GS US SC VALUE EQ 334,206 334,206
ARROWSTREET 82,536 82,536
ARROWSTREET 1,852,064 1,852,064
ARROWSTREET 654,705 654,705
ARIEL 751,323 751,323
ARROWSTREET 33 33
GS US SC VALUE EQ 532,892 532,892
ARROWSTREET 608,482 608,482
ARROWSTREET 251,356 251,356
GS US SC VALUE EQ 391,356 391,356
GS US SC VALUE EQ 291,683 291,683
GS US SC VALUE EQ 167,169 167,169
ARROWSTREET 637,363 637,363
GS US SC VALUE EQ 430,756 430,756
PRIME FINANCE VIII F 10,522,504 10,522,504
PRIMECAP STK ODYSSEY 40,429,261 40,429,261
GS US SC VALUE EQ 297,539 297,539
HARDMAN JOHNSTON IE 2,301,283 2,301,283
HARDMAN JOHNSTON IE 1,674,061 1,674,061
ARROWSTREET 848,536 848,536
GS US SC VALUE EQ 199,727 199,727
ARROWSTREET 232,012 232,012
ARIEL 157,811 157,811
GS US SC VALUE EQ 50,349 50,349
RENAISSANCE INST EQ 8,243,400 8,243,400
GS US SC VALUE EQ 244,854 244,854
ARROWSTREET 159,741 159,741
HARDMAN JOHNSTON IE 2,536,276 2,536,276
GS US SC VALUE EQ 134,984 134,984
GS US SC VALUE EQ 420,455 420,455
BAILLIE GIFFORD LTGG 1,421,160 1,421,160
ARIEL 873,826 873,826
ROCK SPRINGS CAPITAL 18,085,841 18,085,841
HOSKING GLOBAL 565 565
GS US SC VALUE EQ 153,069 153,069
ARROWSTREET 337 337
HOSKING GLOBAL 52 52
RUSSELL 1000 VALUE 4,743,041 4,743,041
BTC R2000G 2,937,928 2,937,928
BGI RUSSELL 3000 20,776,510 20,776,510
GS US SC VALUE EQ 409,753 409,753
HARDMAN JOHNSTON IE 2,983,938 2,983,938
GS US SC VALUE EQ 114,814 114,814
ARROWSTREET 103,069 103,069
BAILLIE GIFFORD LTGG 1,110,586 1,110,586
ARIEL 562,038 562,038
ARROWSTREET 332,083 332,083
GS US SC VALUE EQ 229,675 229,675
ARIEL 574,197 574,197
GS US SC VALUE EQ 104,141 104,141
ARROWSTREET 455 455
GS US SC VALUE EQ 186,291 186,291
BAILLIE GIFFORD LTGG 1,132,340 1,132,340
GS US SC VALUE EQ 325,644 325,644
ARIEL 115,250 115,250
GS US SC VALUE EQ 311,372 311,372
GS US SC VALUE EQ 244,340 244,340
ARROWSTREET 437,318 437,318
ARROWSTREET 37,056 37,056
ARROWSTREET 103,353 103,353
ARROWSTREET 1,776,549 1,776,549
ARROWSTREET 204,229 204,229
ARROWSTREET 682,741 682,741
ARROWSTREET 70,819 70,819
ARROWSTREET 280,324 280,324
ARROWSTREET 368,437 368,437
BAILLIE GIFFORD LTGG 2,805,179 2,805,179
ARROWSTREET 985,747 985,747
NEWLANDS AFRICA 2,741,867 2,741,867
ARROWSTREET 483,113 483,113
ARROWSTREET 277,440 277,440
GS US SC VALUE EQ 178,481 178,481
CASEY FP SILCHESTER 139,622,809 139,622,809
GS US SC VALUE EQ 217,444 217,444
GS US SC VALUE EQ 577,476 577,476
GS US SC VALUE EQ 170,518 170,518
GS US SC VALUE EQ 318,704 318,704
GS US SC VALUE EQ 216,481 216,481
ARIEL 406,610 406,610
ARROWSTREET 322,053 322,053
ARROWSTREET 78,049 78,049
ARROWSTREET 166,310 166,310
GS US SC VALUE EQ 453,750 453,750
GS US SC VALUE EQ 105,289 105,289
BAILLIE GIFFORD LTGG 2,138,604 2,138,604
GS US SC VALUE EQ 613,636 613,636
ARROWSTREET 307,630 307,630
GS US SC VALUE EQ 429,073 429,073
HARDMAN JOHNSTON IE 1,152,984 1,152,984
GS US SC VALUE EQ 265,762 265,762
ARROWSTREET 675,228 675,228
ARROWSTREET 58,665 58,665
GS US SC VALUE EQ 223,009 223,009
GS US SC VALUE EQ 215,846 215,846
ARIEL 896,974 896,974
GS US SC VALUE EQ 224,722 224,722
ARROWSTREET 142,033 142,033
HOSKING GLOBAL 901 901
ARROWSTREET 181,489 181,489
ARROWSTREET 3,599 3,599
HARDMAN JOHNSTON IE 1,039,877 1,039,877
ARROWSTREET 368,847 368,847
GS US SC VALUE EQ 367,338 367,338
SYSTEMATICA ALT MKTS 60,465,265 60,465,265
ARROWSTREET 90,586 90,586
HARDMAN JOHNSTON IE 1,110,874 1,110,874
ARIEL 676,268 676,268
ARROWSTREET 946,775 946,775
HARDMAN JOHNSTON IE 2,608,462 2,608,462
ARROWSTREET 827 827
TCI FUND 23,175,000 23,175,000
TCI FUND 32,178,000 32,178,000
TCI FUND 33,622,000 33,622,000
TCI FUND 33,538,000 33,538,000
TCI REP IV FI 13,858,332 13,858,332
HARDMAN JOHNSTON IE 2,164,244 2,164,244
GS US SC VALUE EQ 145,733 145,733
ARIEL 339,952 339,952
GS US SC VALUE EQ 83,786 83,786
GS US SC VALUE EQ 217,956 217,956
BAILLIE GIFFORD LTGG 872,316 872,316
ARROWSTREET 804,636 804,636
ARROWSTREET 46,179 46,179
GS US SC VALUE EQ 521,477 521,477
BAILLIE GIFFORD LTGG 2,709,674 2,709,674
ARROWSTREET 185,911 185,911
GS US SC VALUE EQ 179,049 179,049
ARIEL 320,604 320,604
ARROWSTREET 394,752 394,752
ARROWSTREET 465,761 465,761
GS US SC VALUE EQ 147,688 147,688
ARROWSTREET 772,871 772,871
ARROWSTREET 1,229,213 1,229,213
GS US SC VALUE EQ 224,569 224,569
TARPON 10,485,572 10,485,572
GS US SC VALUE EQ 160,999 160,999
BAILLIE GIFFORD LTGG 2,421,022 2,421,022
ARROWSTREET 126,828 126,828
ARIEL 139,430 139,430
GS US SC VALUE EQ 263,663 263,663
ARROWSTREET 92,854 92,854
GS US SC VALUE EQ 278,617 278,617
ARIEL 715,547 715,547
ARROWSTREET 71,730 71,730
GS US SC VALUE EQ 115,682 115,682
ARROWSTREET 211,063 211,063
ARROWSTREET 51,404 51,404
TYBOURNE 28,734,504 28,734,504
GS US SC VALUE EQ 587,448 587,448
ARROWSTREET 107,539 107,539
ARROWSTREET 1,263,061 1,263,061
GS US SC VALUE EQ 360,015 360,015
UPS STOCK 15,723,002 15,723,002
ARROWSTREET 646,505 646,505
ARROWSTREET 169,971 169,971
ARROWSTREET 118,027 118,027
ARIEL 95,346 95,346
GS US SC VALUE EQ 151,324 151,324
GS US SC VALUE EQ 216,410 216,410
PRIME CAP (VANGUARD) 63,443,089 63,443,089
ARIEL 198,456 198,456
GS US SC VALUE EQ 196,614 196,614
GS US SC VALUE EQ 150,552 150,552
ARIEL 1,326,475 1,326,475
ARROWSTREET 833,901 833,901
DODGE & COX 283,535 283,535
ARIEL 68,042 68,042
ARROWSTREET 34,333 34,333
ARROWSTREET 90,982 90,982
GS US SC VALUE EQ 95,914 95,914
GS US SC VALUE EQ 297,729 297,729
ARROWSTREET 1,208,942 1,208,942
ARIEL 133,488 133,488
BAILLIE GIFFORD LTGG 2,448,652 2,448,652
GS US SC VALUE EQ 113,636 113,636
GS US SC VALUE EQ 222,736 222,736
ARROWSTREET 1,042,043 1,042,043
ARROWSTREET 53,657 53,657
ARROWSTREET 186,434 186,434
GS US SC VALUE EQ 455,443 455,443

TY 2023 InvestmentsGovtObligationsSch
Name:
CASEY FAMILY PROGRAMS
EIN:
91-0793881
US Government Securities - End of Year Book Value:

54,726,886
US Government Securities - End of Year Fair Market Value:

54,726,886
State & Local Government Securities - End of Year Book Value:


2,012,446
State & Local Government Securities - End of Year Fair Market Value:


2,012,446


TY 2023 InvestmentsOtherSchedule2
Name:
CASEY FAMILY PROGRAMS
EIN:
91-0793881
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EAGLE POINT DIF II AT COST 6,071,429 6,071,429
FIDELIS RS BRLN VN V AT COST 1,489,004 1,489,004
ABRY ASF IV AT COST 12,300,649 12,300,649
TCI FUND III AT COST 6,483,327 6,483,327
PRIME FIN VII FI AT COST 16,568,349 16,568,349
OAKTREE MEZZ AT COST 10,020 10,020
ABRY ASF II AT COST 178,913 178,913
KAH CAPITAL US FD II AT COST 11,635,965 11,635,965
ABRY ASF III AT COST 5,195,297 5,195,297
JACKSON SQ VENT III AT COST 7,943,717 7,943,717
MAYFAIR EQUITY III AT COST 1,618,543 1,618,543
ADENIA V AT COST 147,964 147,964
HORSLEY BR SF III AT COST 4,889,081 4,889,081
FRANCISCO PTNR FD VI AT COST 15,017,492 15,017,492
FRAN PTNRS AGIL II AT COST 9,993,545 9,993,545
HB STRATEGIC IV CNV AT COST 13,694,648 13,694,648
TRANSFORMATION CP II AT COST 11,754,020 11,754,020
BLACKSTONE GROWTH FD AT COST 6,982,391 6,982,391
CHARLESBANK X AT COST 6,202,134 6,202,134
AMPERSAND CF AT COST 3,044,727 3,044,727
FRANCISCO PTNRS VII AT COST 112,500 112,500
TRANSFORMATION III AT COST 4,317,960 4,317,960
MAYFAIR EQ PTNR II AT COST 13,921,794 13,921,794
ABRY IX AT COST 18,354,044 18,354,044
HORSLEY BRIDGE XIII AT COST 29,294,497 29,294,497
TORQUEST PTNRS FD V AT COST 7,161,978 7,161,978
ENDLESS CAPITAL FD V AT COST 6,354,782 6,354,782
BLACKROCK AT COST 13,262,131 13,262,131
CHARLESBANK FD IX OV AT COST 2,242,733 2,242,733
HB VENTURE 14 LP AT COST 5,526,934 5,526,934
HB VENTURE 14PLUS LP AT COST 920,238 920,238
AGILITAS 2020 PE FD AT COST 4,403,758 4,403,758
AMPERSAND 2020 AT COST 16,450,309 16,450,309
ABRY PARTNERS VIII AT COST 1,379,903 1,379,903
FRANCISCOPARTNERS IV AT COST 6,869,592 6,869,592
TRANSFORMATION CP IA AT COST 1,994,275 1,994,275
VIVO FUND VIII AT COST 7,882,303 7,882,303
OAKTREE FUND XB AT COST 11,364,214 11,364,214
HORSLEY BRIDGE XI AT COST 19,043,354 19,043,354
CI CAPITAL III AT COST 5,321,519 5,321,519
AXIOM ASIA IV AT COST 11,186,745 11,186,745
CASEY FP FP AGL FD I AT COST 5,172,523 5,172,523
GC XI IGNITION AT COST 4,118,234 4,118,234
AXIOM OPP AT COST 4,998,341 4,998,341
ASTORG MIDCAP AT COST 3,223,433 3,223,433
GC XI CREATION AT COST 2,665,308 2,665,308
GC XI ENDURANCE AT COST 11,263,368 11,263,368
CASEY FP AGILITAS AT COST 9,969,568 9,969,568
AMPERSAND 2022 AT COST 1,211,787 1,211,787
TORQUEST JOHNVINCE AT COST 3,791,901 3,791,901
GC XI HLTH ASSURANCE AT COST 2,274,825 2,274,825
CASEY FP HORSLEY BR AT COST 17,831,182 17,831,182
ASTORG AVANIA COINV AT COST 4,578,298 4,578,298
VINTAGE IV OFFSHORE AT COST 1,356,236 1,356,236
OCM VII AT COST 88,983 88,983
H & F VI AT COST 4,712,718 4,712,718
SIGULER GUFF BRIC II AT COST 887,136 887,136
AXIOM ASIA II AT COST 3,268,645 3,268,645
CHARLESBANK VII AT COST 111,263 111,263
VIVO VENTURES FD VII AT COST 708,172 708,172
CASEY FP CHARLESBANK AT COST 8,755,174 8,755,174
CASEY FP FRANCISCO V AT COST 21,758,347 21,758,347
AXIOM ASIA V LP AT COST 15,689,790 15,689,790
AMPERSAND 2018 AT COST 12,401,327 12,401,327
AMPERSAND 2011, LP AT COST 5,127 5,127
CI CAPITAL II AT COST 57,697 57,697
ABRY VII AT COST 1,103,759 1,103,759
TRUSTBRIDGE IV AT COST 12,553,654 12,553,654
ACTIS IV GLOBAL AT COST 5,442,000 5,442,000
YORKTOWN ENERGY X AT COST 3,254,748 3,254,748
AMPERSAND 2014 AT COST 230,541 230,541
VIVO CAPITAL FUND IX AT COST 23,983,330 23,983,330
TRITON FUND V AT COST 7,836,787 7,836,787
HORSLEY BRIDGE IX AT COST 22,198,679 22,198,679
OCM VII B AT COST 21,785 21,785
HORSLEY BRIDGE INT V AT COST 46,811,980 46,811,980
VINTAGE V OFFSHORE AT COST 360,863 360,863
SPLITROCK II AT COST 6,326,077 6,326,077
ACTIVUM VI AT COST 9,658,524 9,658,524
PATRON VI AT COST 7,560,967 7,560,967
BLACKSTONE RE X AT COST 678,628 678,628
PATRON CAPITAL VII AT COST 182,153 182,153
PRIME SPECIAL SITUAT AT COST 5,939,236 5,939,236
ANGELO GORDON ASIA V AT COST 687,565 687,565
TCI REP IV RE AT COST 6,929,166 6,929,166
PRIME FINANCE VIII R AT COST 10,522,504 10,522,504
ANGELO GORDON XI AT COST 2,914,852 2,914,852
ACTIVUM SG VII AT COST 1,653,095 1,653,095
WOMEN IN SAFE HOME AT COST 2,955,909 2,955,909
GEM REALTY FUND VII AT COST 964,690 964,690
GIP EM AT COST 9,685,803 9,685,803
BROOKFIELD STRAT IV AT COST 6,499,702 6,499,702
INVESCO VALUE ADD VI AT COST 7,379,822 7,379,822
TCI FUND III AT COST 2,896,701 2,896,701
GREEN COURTE RE PT V AT COST 3,483,479 3,483,479
FROGMORE RE PTNRS AT COST 6,110,387 6,110,387
PRIME FIN VII RE AT COST 8,284,175 8,284,175
BLACKROCK IMPACT OPP AT COST 8,087,559 8,087,559
ACTIS AFRICA III AT COST 7,446,000 7,446,000
MESA WEST IV AT COST 4,110,148 4,110,148
CASEY FP ANG GRDN IX AT COST 2,844,596 2,844,596
GEM REALTY FUND VI AT COST 5,181,435 5,181,435
CASEY FP PRM FINAN V AT COST 691,031 691,031
CASEY FP GRN COURTE AT COST 10,560,615 10,560,615
ACTIVUM SG V AT COST 9,990,172 9,990,172
INVESCO US VF V AT COST 15,398,750 15,398,750
ALCION RE FUND IV AT COST 2,414,688 2,414,688
PRIME FIN VI RE AT COST 2,345,066 2,345,066
ANGELO GORDON RF X AT COST 6,869,384 6,869,384
BLACKSTONE RE AT COST 15,228,612 15,228,612
BROOKFIELD STRATEGIC AT COST 10,986,364 10,986,364
PRUDENTIAL PRISA AT COST 5,254,634 5,254,634
INVESCO CORE RE AT COST 5,432,281 5,432,281
PATRON CAPITAL IV AT COST 754,581 754,581
CASEY FP ORION EURO AT COST 8,584,008 8,584,008
ACTIS FUND 2 AT COST 6,566,000 6,566,000
ALCION FUND II AT COST 77,624 77,624
GREENFIELD VI AT COST 7,179 7,179
ALCION RE III AT COST 2,715,584 2,715,584
PATRON CAPITAL V AT COST 3,822,186 3,822,186
GREENFIELD VII AT COST 702,507 702,507

TY 2023 LandEtcSchedule2
Name:
CASEY FAMILY PROGRAMS
EIN:
91-0793881
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 4,391,263 0 4,391,263  
BUILDING 28,312,055 16,503,798 11,808,257 33,550,000
FURNITURE & EQUIPMENT 6,414,888 5,173,098 1,241,790 1,241,790
AUTOMOBILES 690,794 586,106 104,688 104,689
LEASEHOLD IMPROVEMENTS 15,146,597 13,702,222 1,444,375 1,444,375


TY 2023 LegalFeesSchedule
Name:
CASEY FAMILY PROGRAMS
EIN:
91-0793881
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CT CORPORATION SYSTEM 19,896 0 0 19,896
DAVIS+GILBERT LLP 13,745 0 0 13,745
GORDON TILDEN THOMAS & CORDELL LLP 14,369 0 0 14,369
LEWIS ROCA RUTHGERBER CHRISTIE LLP 18,809 0 0 18,809
LITTLER, MENDELSON, FASTIFF 108,197 0 0 108,197
PATTERSON BUCHANAN FOBES & LEITCH, INC PS 11,886 0 0 11,886
SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. 10,000 0 0 10,000
SIMPSON, THACHER & BARTLETT LLP 8,099 8,099 8,099 0
STOEL RIVES LLP 71,279 0 0 71,279
STOEL RIVES LLP INVESTMENT RELATED EXPENSES 170,095 170,095 170,095 0
SETTLEMENTS 185,483 0 0 185,483
WHITE & CASE LLP 206,602 206,602 206,602 0
VARIOUS ATTORNEYS AND COSTS 15,398 0 0 15,398


TY 2023 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
457F DEFERRED COMP PLAN 5,429,408 6,783,691 6,783,691
CONSTRUCTION IN PROGRESS 112,476 306,384 306,384
DEPOSITS 27,830 28,519 28,519
MISC. RECEIVABLE 228,977 15,649 15,649
RIGHT OF USE LEASED ASSETS 19,190,947 19,804,617 19,804,617


TY 2023 OtherExpensesSchedule
Name:
CASEY FAMILY PROGRAMS
EIN:
91-0793881
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING & PROMOTIONS -24,500 0 0 -24,500
AUTOMOBILE EXPENSES 87,146 0 0 87,146
BANK FEES 10,065 692 692 9,373
BOT EXPENSES 35,598 0 0 35,598
COMMUNICATIONS 458,946 0 0 458,946
DATA PROCESSING 4,893 0 0 4,893
DUES & MEMBERSHIP 468,778 62,753 62,753 406,025
EQUIPMENT RENTAL/LEASE 424,894 0 0 424,894
LIABILITY & PROPERTY INSURANCE 1,190,577 0 0 1,190,577
LICENSING 134,151 50 50 134,101
MISC 397 192 192 205
MOVING EXPENSE 16,836 0 0 16,836
OFFICE SUPPLIES 327,887 5,211 5,211 322,676
POSTAGE 105,071 6,363 6,363 98,708
RECRUITMENT EXPENSES 69,122 0 0 69,122
REPAIRS & MAINTENANCE 837,058 0 0 837,058
SOFTWARE & FIXED ASSETS 2,783,851 659,880 659,880 2,123,971
STAFF TRAINING & DEVELOPMENT 898,649 19,105 19,105 879,544
TEMPORARY HELP 290,738 0 0 290,738
CARRIED INTEREST 1,992,527 1,992,527 1,992,527 0
INVESTMENT EXPENSES 2,666,645 2,666,645 2,666,645 0
YOUTH & FAMILY SUPPORT PROGRAM 30,479,141 0 0 29,694,827
ACCRUAL TO CASH ADJUSTMENT 0 0 0 -2,227,741
OTHER DEDUCTIONS FROM PARTNERSHIPS 0 15,049,344 15,525,799 0


TY 2023 OtherIncomeSchedule2
Name:
CASEY FAMILY PROGRAMS
EIN:
91-0793881
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM PARTNERSHIPS 5,295,274 5,685,370 2,245,745
SUBPART F INCOME 0 626,745 626,745
MISC. INCOME 51,948   51,948
INSURANCE ADJUSTMENTS 8,571   8,571


TY 2023 OtherIncreasesSchedule
Name:
CASEY FAMILY PROGRAMS
EIN:
91-0793881
Description Amount
UNREALIZED GAIN/(LOSS) 187,009,759


TY 2023 OtherLiabilitiesSchedule
Name:
CASEY FAMILY PROGRAMS
EIN:
91-0793881
Description Beginning of Year - Book Value End of Year - Book Value
BOT DEFERRED INCOME & INTEREST 735,262 770,859
DEFERRED 457F PAYABLE 5,429,408 6,783,691
RIGHT OF USE LEASE LIABILITIES 15,632,835 15,894,691
TDA LOANS 8,349 8,169
IBNR HEALTH PLAN CLAIMS LIAB 495,000 561,000


TY 2023 OtherProfessionalFeesSchedule
Name:
CASEY FAMILY PROGRAMS
EIN:
91-0793881
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BNY MELLON 1,383,485 1,383,485 1,383,485 0
HORSLEY BRIDGE 855,707 855,707 855,707 0
SILCHESTER 816,427 816,427 816,427 0
ARROWSTREET 799,152 799,152 799,152 0
FRANCISCO PARTNERS 633,486 633,486 633,486 0
TRANSFORMATION 615,000 615,000 615,000 0
AMPERSAND 571,353 571,353 571,353 0
ANGELO GORDON 571,045 571,045 571,045 0
KILTEARN GLOBAL 543,558 543,558 543,558 0
ACTIVUM 502,849 502,849 502,849 0
BAILLIE GIFFORD 470,676 470,676 470,676 0
GS US SC VALUE EQ 456,346 456,346 456,346 0
AXIOM 454,801 454,801 454,801 0
PRIME FINANCE 425,218 425,218 425,218 0
HARDMAN JOHNSTON IE 395,659 395,659 395,659 0
ACTIS 363,000 363,000 363,000 0
JPM GEM DISCOVERY 289,345 289,345 289,345 0
VIVO CAPITAL FUND IX 281,013 281,013 281,013 0
ADENIA V 270,540 270,540 270,540 0
ARIEL 253,235 253,235 253,235 0
ENDLESS CAPITAL FD V 233,411 233,411 233,411 0
ABRY 227,107 227,107 227,107 0
WA MACRO OPP 216,125 216,125 216,125 0
ASTORG MIDCAP 213,295 213,295 213,295 0
LINDSELL TRAIN GLOBA 192,208 192,208 192,208 0
TORQUEST PTNRS FD V 188,825 188,825 188,825 0
FROGMORE RE PTNRS 184,922 184,922 184,922 0
INVESCO US VF V 182,264 182,264 182,264 0
BLACKROCK 175,689 175,689 175,689 0
DODGE & COX 172,136 172,136 172,136 0
MAYFAIR EQ PTNR II 164,553 164,553 164,553 0
CHARLESBANK X 164,018 164,018 164,018 0
GC XI IGNITION 142,392 142,392 142,392 0
BROOKFIELD STRAT IV 129,984 129,984 129,984 0
OAKTREE FUND XB 125,144 125,144 125,144 0
GEM REALTY FUND VII 124,105 124,105 124,105 0
TRITON FUND V 121,993 121,993 121,993 0
BROOKFIELD STRATEGIC 115,125 115,125 115,125 0
PUGH CAPITAL 114,483 114,483 114,483 0
GC XI CREATION 109,271 109,271 109,271 0
BLACKSTONE RE X 98,750 98,750 98,750 0
GEM REALTY FUND VI 93,357 93,357 93,357 0
GREENFIELD VII 88,827 88,827 88,827 0
ANGELO GORDON IX 84,807 84,807 84,807 0
INVESCO VALUE ADD VI 75,394 75,394 75,394 0
VIVO FUND VIII 72,481 72,481 72,481 0
MESA WEST IV 60,942 60,942 60,942 0
HOSKING GLOBAL 51,611 51,611 51,611 0
GC XI ENDURANCE 47,000 47,000 47,000 0
YORKTOWN ENERGY X 43,502 43,502 43,502 0
BLACKROCK IMPACT OPP 43,459 43,459 43,459 0
OTHER INVESTMENT MANAGERS 168,058 168,058 168,058 0
PORTFOLIO MANAGEMENT TECHNOLOGY 40,000 40,000 40,000 0
ORG PORTFOLIO MANAGEMENTT, LLC 206,073 206,073 206,073 0
GLENROCK CAPITAL ADVISORS, LLC 412,500 412,500 412,500 0
KPMG LIMITED 3,075 3,075 3,075 0
AON INVESTMENTS USA, INC 275,000 275,000 275,000 0
BS&R & CO. LLP 7,977 7,977 7,977 0
KENT GLOBAL GROUP, LLC 356,250 356,250 356,250 0
FRESH CONSULTING, INC 376,230 0 0 376,230
NTT AMERICA SOLUTIONS 218,777 0 0 218,777
RED JET FILMS, LLC 150,351 0 0 150,351
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION 124,060 0 0 124,060
VISIONS, INC. 119,227 0 0 119,227
VISUALIZING POTENTIAL, LLC 92,739 0 0 92,739
LEGATO SECURITY PARTNERS INC. 87,753 0 0 87,753
DCG ONE 83,303 0 0 83,303
MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION 79,530 0 0 79,530
ARTHUR J. GALLAGHER RMS, INC. 79,167 0 0 79,167
KIBBLE & PRENTICE HOLDING COMPANY 70,000 0 0 70,000
UBS FINANCIAL SERVICES, INC. 63,379 0 0 63,379
AFFIRMA CONSULTING 53,344 0 0 53,344
FOSTERCLUB, INC. 52,114 0 0 52,114
G.A. JONES & ASSOCIATES, INC. 47,716 0 0 47,716
ADURO, LLC 46,572 0 0 46,572
STUART ESKENAZI 45,000 0 0 45,000
HILDEGARDE AYER 44,775 0 0 44,775
FLOURISH AGENDA, INC. 43,250 0 0 43,250
KENNETH V HARDY 31,200 0 0 31,200
JPC ARCHITECTS 31,038 0 0 31,038
MIKAELA KINER COACHING AND CONSULTING LLC 30,455 0 0 30,455
OTHER 420,829 0 0 420,829


TY 2023 TaxesSchedule
Name:
CASEY FAMILY PROGRAMS
EIN:
91-0793881
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SALES AND USE TAX 300 0 0 300
UBIT COMPENSATION RELATED 244,740 195,657 195,657 49,539
UNRELATED BUSINESS INCOME TAX 194,149 0 0 0
FOREIGN TAXES FROM K-1S 0 1,605,462 1,606,965 0
UBIT TRANSPORTATION RELATED 156 0 156 0