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
MARGUERITE CASEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1425 4TH AVENUE SUITE 900
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98101
A Employer identification number

91-2062197
B Telephone number (see instructions)

(206) 691-3134
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$856,573,767J 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) 223,500
2 Check right arrow.............
3 Interest on savings and temporary cash investments 12,657 12,657  
4 Dividends and interest from securities... 11,660,975 16,518,620  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,203,770
b Gross sales price for all assets on line 6a 364,419,839
7 Capital gain net income (from Part IV, line 2)... 12,881,823
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
202,994 -318,841 -12,499
12 Total. Add lines 1 through 11........ 33,303,896 29,094,259 -12,499
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,437,569 213,780 0 1,223,789
14 Other employee salaries and wages...... 2,562,888 27,558 0 2,476,033
15 Pension plans, employee benefits....... 916,199 0 0 896,838
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
62,666 26,063 0 36,603
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
317,178 53,702 0 206,975
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
7,737,132 1,511,995 0 2,337,286
17 Interest............... 16,017 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,147,797 431,793 0 7,317
19 Depreciation (attach schedule) and depletion... 18,110 0 0
20 Occupancy.............. 377,510 0 0 761,066
21 Travel, conferences, and meetings....... 249,666 0 0 249,666
22 Printing and publications.......... 9,380 0 0 9,380
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,238,570 6,471,401 0 3,650,781
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,090,682 8,736,292 0 11,855,734
25 Contributions, gifts, grants paid....... 29,387,621 34,812,614
26 Total expenses and disbursements. Add lines 24 and 25 47,478,303 8,736,292 0 46,668,348
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -14,174,407
b Net investment income (if negative, enter -0-) 20,357,967
c Adjusted net income (if negative, enter -0-)... 0
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............. 2,304,895 1,320,003 1,320,003
2 Savings and temporary cash investments......... 11,466,178 17,776,300 17,776,300
3 Accounts receivable right arrow16,185
Less: allowance for doubtful accounts right arrow   12,657 16,185 16,185
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.......... 35,689 351,123 351,123
10a Investments—U.S. and state government obligations (attach schedule) 16,034,915 Click to see attachment
List of Attached Documents:
// Content
59,312,890 		59,312,890
b Investments—corporate stock (attach schedule)....... 379,029,681 Click to see attachment
List of Attached Documents:
// Content
377,994,423 		377,994,423
c Investments—corporate bonds (attach schedule)....... 113,367,995 Click to see attachment
List of Attached Documents:
// Content
67,690,125 		67,690,125
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).......... 303,978,179 Click to see attachment
List of Attached Documents:
// Content
325,116,528 		325,116,528
14 Land, buildings, and equipment: basis right arrow178,856
Less: accumulated depreciation (attach schedule) right arrow151,784 45,182 Click to see attachment
List of Attached Documents:
// Content
27,072 		27,072
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,826,621 		Click to see attachment
List of Attached Documents:
// Content
6,969,118 		Click to see attachment
List of Attached Documents:
// Content
6,969,118
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 832,101,992 856,573,767 856,573,767
Liabilities 17 Accounts payable and accrued expenses.......... 1,549,025 883,284
18 Grants payable................. 26,509,032 21,080,893
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
3,741,289 		Click to see attachment
List of Attached Documents:
// Content
3,174,994
23 Total liabilities (add lines 17 through 22)......... 31,799,346 25,139,171
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........... 800,302,646 831,434,596
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)..... 800,302,646 831,434,596
30 Total liabilities and net assets/fund balances (see instructions). 832,101,992 856,573,767
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
800,302,646
2
Enter amount from Part I, line 27a .....................
2
-14,174,407
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
45,306,357
4
Add lines 1, 2, and 3 ..........................
4
831,434,596
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
831,434,596
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 PUBLICLY TRADED SECURITIES P 2022-01-01 2023-12-31
b DIRECT FOREIGN INVESTMENT P 2022-01-01 2023-12-31
c GAINS REPORTED ON PASSTHROUGHS P 2022-01-01 2023-12-31
d PROGRAM RELATED INVESTMENTS P 2022-01-01 2023-12-31
e
(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 234,427,844   236,770,874 -2,343,030
b 3,032,948     3,032,948
c 122,835,418   110,643,513 12,191,905
d 128,544   128,544 0
e
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       -2,343,030
b       3,032,948
c       12,191,905
d       0
e
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 12,881,823
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 0
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:   (attach copy of letter if necessary–see instructions) 1 282,976
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 0
3 Add lines 1 and 2........................... 3 282,976
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 282,976
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,117,355
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 1,117,355
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 834,379
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow834,379 Refundedright arrow 11 0
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 arrowWA, AK, CA, CO, FL, GA, IL, IN, KS, LA, MD, MA, MI, MN, MO, NM, NC, ND, OK, OR, SC, TN, WI
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
 
No
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.CASEYGRANTS.ORG
14
The books are in care ofright arrowDANIEL GOULD Telephone no.right arrow (206) 691-3134

Located atright arrow1425 4TH AVENUE SUITE 900SEATTLEWA ZIP+4right arrow981012222
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)
Yes
 
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
 
No
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
CARMEN ROJAS PRESIDENT & CEO
40.00 		585,945 50,564 724
1425 4TH AVENUE SUITE 900
SEATTLE,WA981012222
DANIEL GOULD VP OF INVESTMENTS & OPERATIONS
40.00 		386,624 65,015 1,404
1425 4TH AVENUE SUITE 900
SEATTLE,WA981012222
IAN FULLER CHAIR
6.00 		40,000 0 4,688
1425 4TH AVENUE SUITE 900
SEATTLE,WA981012222
THOMAS SMITH VICE-CHAIR
3.00 		40,000 0 6,040
1425 4TH AVENUE SUITE 900
SEATTLE,WA981012222
ELLIS CARR TREASURER
3.00 		40,000 0 3,777
1425 4TH AVENUE SUITE 900
SEATTLE,WA981012222
RAMI NASHASHIBI SECRETARY
3.00 		40,000 0 1,502
1425 4TH AVENUE SUITE 900
SEATTLE,WA981012222
STACEY ABRAMS DIRECTOR
2.00 		35,000 0 2,290
1425 4TH AVENUE SUITE 900
SEATTLE,WA981012222
CHAD BOETTCHER DIRECTOR
2.00 		40,000 0 3,114
1425 4TH AVENUE SUITE 900
SEATTLE,WA981012222
JULIAN CASTRO DIRECTOR
2.00 		40,000 0 1,609
1425 4TH AVENUE SUITE 900
SEATTLE,WA981012222
JANEEN COMENOTE DIRECTOR
2.00 		40,000 0 2,190
1425 4TH AVENUE SUITE 900
SEATTLE,WA981012222
MEGAN MING FRANCIS DIRECTOR
3.00 		40,000 0 3,905
1425 4TH AVENUE SUITE 900
SEATTLE,WA981012222
MARISA FRANCO DIRECTOR
2.00 		37,500 0 2,051
1425 4TH AVENUE SUITE 900
SEATTLE,WA981012222
RASHAD ROBINSON DIRECTOR
2.00 		32,500 0 2,476
1425 4TH AVENUE SUITE 900
SEATTLE,WA981012222
JACKIE THOMAS DIRECTOR
3.00 		40,000 0 0
1425 4TH AVENUE SUITE 900
SEATTLE,WA981012222
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
ELIZABETH KHALILI VP OF EXT. AFFAIRS A
40.00 		363,114 50,564 534
1425 4TH AVENUE 900
SEATTLE,WA981012222
HANNAH NICHOLS CHIEF HUMAN RESOURCE
40.00 		300,507 47,457 200
1425 4TH AVENUE 900
SEATTLE,WA981012222
RICHARD BOSWELL DIRECTOR OF OPERATIO
40.00 		281,414 56,668 200
1425 4TH AVENUE 900
SEATTLE,WA981012222
JONATHAN OSLER DIR. PHIL. INITIATIV
40.00 		183,144 16,003 355
1425 4TH AVENUE 900
SEATTLE,WA981012222
CHARLOTTE VANESSA USHIO CREATIVE MANAGER
40.00 		150,651 47,327 898
1425 4TH AVENUE 900
SEATTLE,WA981012222
Total number of other employees paid over $50,000...................right arrow 12
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
ANGELES INVESTMENT ADVISORS LLC INVESTMENT ADVISING 596,020
429 SANTA MONICA BLVD
SANTA MONICA,CA90401
DANCING HEARTS CONSULTING LLC CONSULTING 517,500
61725 BROKEN TOP DR
BEND,OR97702
BNY MELLON INVESTMENT ADVISING 245,817
240 GREENWICH STREET
NEW YORK,NY10286
BEYOND ADVISERS LLC LEGAL SERVICES 195,000
200 SOUTH WACKER DRIVE - SUITE 2700
CHICAGO,IL60606
FITZ-ROY AND ASSOCIATES EXECUTIVE SEARCH SERVICES 171,734
535 MISSION ST 14TH FLOOR
SAN FRANCISCO,CA94105
Total number of others receiving over $50,000 for professional services.............right arrow9
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  
2  
3  
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 EQUITABLE PROSPERITY FUND: THE EQUITABLE PROSPERITY FUND IS A GROWTH STAGE IMPACT INVESTMENT FUND DESIGNED TO FILL THE CAPITAL GAP NEEDED TO PROPEL COMMUNITY CENTRIC ENTERPRISES TO SCALE AND CREATE MEASURABLE IMPACT. 554,184
2 CANARY: CANARY IS A MISSION-DRIVEN ENTERPRISE CONTRIBUTING TO THE EVOLUTION OF THE 21ST CENTURY SOCIAL SAFETY NET. CANARY EXISTS TO ENSURE THAT IN TIMES OF FINANCIAL NEED, INDIVIDUALS CAN ACCESS EMERGENCY SUPPORT WITH DIGNITY, GIVING THEM THE PEACE OF MIND AND CONFIDENCE TO RECOVER QUICKLY. 250,000
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
199,136
Total. Add lines 1 through 3.........................right arrow1,003,320
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
501,571,873
b
Average of monthly cash balances.......................
1b
18,546,719
c
Fair market value of all other assets (see instructions)................
1c
319,350,232
d
Total (add lines 1a, b, and c).........................
1d
839,468,824
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
839,468,824
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,592,032
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
826,876,792
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
41,343,840
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
41,343,840
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
282,976
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
306,684
c
Add lines 2a and 2b............................
2c
589,660
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
40,754,180
4
Recoveries of amounts treated as qualifying distributions................
4
92,944
5
Add lines 3 and 4............................
5
40,847,124
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
40,847,124
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
46,668,348
b
Program-related investments—total from Part VIII-B..................
1b
1,003,320
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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
47,671,668
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 40,847,124
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 7,535,212
e From 2022...... 15,015,561
f Total of lines 3a through e ........ 22,550,773
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 47,671,668
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 40,847,124
e Remaining amount distributed out of corpus 6,824,544
5 Excess distributions carryover applied to 2023. 0 0
(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 29,375,317
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
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) ....... 		223,500
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		29,151,817
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 7,311,712
d Excess from 2022.... 15,015,561
e Excess from 2023.... 6,824,544
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
 
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
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
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) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
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

350 SEATTLE

5031 UNIVERSITY WAY NE
SEATTLE,WA98105 		  PC ECONOMIC JUSTICE 250,000

AAPI WOMEN LEAD

PO BOX 10135
OAKLAND,CA94610 		  PC GENERAL OPERATING SUPPORT 2,084

ACTION NOW INSTITUTE

1901 W CARROLL AVE
CHICAGO,IL60612 		  PC GENERAL OPERATING SUPPORT 89,000
ADOM GETACHEW


5462 S DORCHESTER AVE
CHICAGO,IL60615 		NONE I 2023 FREEDOM SCHOLAR AWARD 125,000

ALABAMA A & M UNIVERSITY FOUNDATION

309 PATTON BUILDING
NORMAL,AL35762 		  PC GENERAL OPERATING SUPPORT 30,000

ALABAMA ARISE

400 SOUTH UNION STREET SUITE 340
MONTGOMERY,AL36104 		  PC GENERAL OPERATING SUPPORT 187,500

ALABAMA COALITION FOR IMMIGRANT JUSTICE UNITED

1826 6TH AVENUE S
IRONDALE,AL35210 		  PC GENERAL OPERATING SUPPORT 198,900

ALABAMA FORWARD

3066 ZELDA RD
MONTGOMERY,AL36106 		  PC GENERAL OPERATING SUPPORT 25,000

ALABAMA FORWARD

3066 ZELDA RD
MONTGOMERY,AL36106 		  PC GENERAL OPERATING SUPPORT 10,000

AMALGAMATED CHARITABLE FOUNDATION

1825 K STREET NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 500,000

AMALGAMATED CHARITABLE FOUNDATION

1825 K STREET NW
WASHINGTON,DC20006 		  PC ECONOMIC JUSTICE 20,000

AMERICAN ASSOCIATION OF BLACKS IN HIGHER EDUCATION

11717 PENNSYLVANIA AVE NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 10,000

AMERICAN UNIVERSITY

4400 MASSACHUSETTS AVE NW
WASHINGTON,DC20016 		  PC EDUCATION 15,000

ANTI POLICE-TERROR PROJECT INC

9891 THERMAL ST
OAKLAND,CA94605 		  PC GENERAL OPERATING SUPPORT 1,000

APOLLO ELEMENTARY PTA

15025 SE 117TH ST
RENTON,WA98059 		  PC GENERAL OPERATING SUPPORT 800

ARIZONA CENTER FOR EMPOWERMENT

5716 N 19TH AVENUE
PHOENIX,AZ85015 		  PC GENERAL OPERATING SUPPORT 500,000

ARTS COUNCIL OF WINSTON-SALEM & FORSYTH COUNTY

251 N SPRUCE ST
WINSTONSALEM,NC27101 		  PC GENERAL OPERATING SUPPORT 50,000

ASIAN AMERICANS ADVANCING JUSTICE - ATLANTA

5680 OAKBROOK PARKWAY SUITE 148
NORCROSS,GA30093 		  PC GENERAL OPERATING SUPPORT 375,000

ASIAN COMMUNITY DEVELOPMENT COUNCIL

1027 SOUTH RAINBOW BOULEVARD
LAS VEGAS,NV89145 		  PC GENERAL OPERATING SUPPORT 15,000

ASI-KP

10834 OAKCREST COURT
FAIRFAX,VA22030 		  PC GENERAL OPERATING SUPPORT 15,000

ASPEN INSTITUTE

2300 N STREET NW 700
WASHINGTON,DC20037 		  PC LEADERSHIP DEVELOPMENT 10,000

ATLANTA CHILDREN'S SHELTER INC

PO BOX 54322
ATLANTA,GA30308 		  PC GENERAL OPERATING SUPPORT 3,000

ATLANTA MISSION

2353 BOLTON RD NW
ATLANTA,GA30318 		  PC GENERAL OPERATING SUPPORT 3,000

AURORA COMMONS

302A N 78TH ST
SEATTLE,WA98103 		  PC GENERAL OPERATING SUPPORT 2,000

B LAB COMPANY

PO BOX 37635
PHILADELPHIA,PA19101 		  PC GENERAL OPERATING SUPPORT 150,000

BAMA KIDS

PO BOX 212
CAMDEN,AL36726 		  PC GENERAL OPERATING SUPPORT 10,000

BAY AREA COUNCIL FOUNDATION

353 SACRAMENTO ST 10TH FLOOR
SAN FRANCISCO,CA94111 		  PC ECONOMIC JUSTICE 50,000

BAYAN

2854 N SANTIAGO BLVD
ORANGE,CA92867 		  PC GENERAL OPERATING SUPPORT 20,000

BEYOND 12 EDUCATION INC

1625 CLAY STREET SUITE 100
OAKLAND,CA94612 		  PC GENERAL OPERATING SUPPORT 100,000

BLACK BAR MITZVAH

450 N ROXBURY DR 8TH FLOOR
BEVERLY HILLS,CA90210 		  NC ADVOCACY 125,000

BLD PWR

5680 HIGHWAY 6
MISSOURI CITY,TX77459 		  PC GENERAL OPERATING SUPPORT 50,000

BOOKMARKS

634 W 4TH ST 110
WINSTONSALEM,NC27101 		  PC GENERAL OPERATING SUPPORT 50,000

BOOKMARKS

634 W 4TH ST 110
WINSTONSALEM,NC27101 		  PC ADVOCACY 20,000

BOOKMARKS

634 W 4TH ST 110
WINSTONSALEM,NC27101 		  PC GENERAL OPERATING SUPPORT 150,000

BOSTON CRITIC DBA BOSTON REVIEW

PO BOX 390568
CAMBRIDGE,MA21390 		  PC GENERAL OPERATING SUPPORT 100,000

BRIGHT STARS OF BETHLEHEM

2133 JONQUIL PL
ROCKFORD,IL61107 		  PC GENERAL OPERATING SUPPORT 20,000

BROOKINGS INSTITUTION

1775 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 75,000

BRYANT ELEMENTARY PTSA

3311 NORTHEAST 60TH STREET
SEATTLE,WA98115 		  PC GENERAL OPERATING SUPPORT 600

BUILD SOIL

2324 SE OAK ST
PORTLAND,OR97214 		  PC GENERAL OPERATING SUPPORT 7,500

CARNEGIE INSTITUTE

4400 FORBES AVE
PITTSBURGH,PA15213 		  PC GENERAL OPERATING SUPPORT 3,750

CBNO-MAC FOUNDATION

PO BOX 791570
NEW ORLEANS,LA70179 		  PC GENERAL OPERATING SUPPORT 10,000

CENTER FOR ECONOMIC RESEARCH AND SOCIAL CHANGE

800 W BUENA AVE
CHICAGO,IL60613 		  PC EDUCATION 100,000

CENTER FOR ECONOMIC RESEARCH AND SOCIAL CHANGE

800 W BUENA AVE
CHICAGO,IL60613 		  PC EDUCATION 75,000

CENTER FOR THIRD WORLD ORGANIZING

1714 FRANKLIN STREET
OAKLAND,CA94612 		  PC EDUCATION 15,000

CENTRO DEL OBRERO FRONTERIZO DBA LA MUJER OBRERA

2000 TEXAS AVENUE
EL PASO,TX79901 		  PC GENERAL OPERATING SUPPORT 102,000

CENTRO POR LA JUSTICIA

1416 E COMMERCE
SAN ANTONIO,TX78205 		  PC GENERAL OPERATING SUPPORT 133,000
CHANDAN REDDY


2205 E TERRACE ST
SEATTLE,WA98122 		NONE I 2023 FREEDOM SCHOLAR AWARD 100,000
CHANDAN REDDY


2205 E TERRACE ST
SEATTLE,WA98122 		NONE I 2023 FREEDOM SCHOLAR AWARD 130,000
CHANDAN REDDY


2205 E TERRACE ST
SEATTLE,WA98122 		NONE I 2023 FREEDOM SCHOLAR AWARD 5,000

CHANGE ELEMENTAL

1717 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 30,000
CHARMAINE CHUA


1114 E HALEY ST
SANTA BARBARA,CA93103 		NONE I 2023 FREEDOM SCHOLAR AWARD 250,000

CHILDREN'S DEFENSE FUND

840 FIRST STREET NE
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 150,000

CHINESE PROGRESSIVE ASSOCIATION BOSTON

28 ASH STREET
BOSTON,MA21110 		  PC GENERAL OPERATING SUPPORT 15,000

CITY WITH DWELLINGS A COMMUNITY FIRST INITIATIVE

502 N BROAD ST
WINSTONSALEM,NC27101 		  PC GENERAL OPERATING SUPPORT 25,000

CLAREMONT MIDDLE SCHOOL PTA

5750 COLLEGE AVE
OAKLAND,CA94618 		  PC GENERAL OPERATING SUPPORT 500

CLIMATE JUSTICE ALLIANCE

1960A UNIVERSITY AVE
BERKELEY,CA94704 		  PC COMMUNITY ORGANIZING 1,000

COLABORATIVA LA MILPA

528 EMMA RD
ASHEVILLE,NC28806 		  PC COMMUNITY ORGANIZING 50,000

COLOROFCHANGEORG EDUCATION FUND

1714 FRANKLIN ST STE 100-136
OAKLAND,CA94612 		  PC ADVOCACY 200,000

COLOROFCHANGEORG EDUCATION FUND

1714 FRANKLIN ST STE 100-136
OAKLAND,CA94612 		  PC GENERAL OPERATING SUPPORT 30,000

COLOROFCHANGEORG EDUCATION FUND

1714 FRANKLIN ST STE 100-136
OAKLAND,CA94612 		  PC GENERAL OPERATING SUPPORT 60,000

COMMON COUNSEL FOUNDATION

1624 FRANKLIN STREET
OAKLAND,CA94612 		  PC LEADERSHIP DEVELOPMENT 10,000

COMMUNITIES FOR A NEW CALIFORNIA EDUCATION FUND

4120 DOUGLAS BLVD
GRANITE BAY,CA95746 		  PC GENERAL OPERATING SUPPORT 250,000

COMMUNITIES UNITED

4600 W PALMER ST
CHICAGO,IL60639 		  PC GENERAL OPERATING SUPPORT 500,000

COMMUNITY AID AND DEVELOPMENT CORPORATION

PO BOX 361270
DECATUR,GA30036 		  PC GENERAL OPERATING SUPPORT 15,000

COMMUNITY CHANGE

1536 U ST NW
WASHINGTON,DC20009 		  PC COMMUNITY ORGANIZING 20,000

COMMUNITY MOVEMENT BUILDERS

790 WELCH STREET SW
ATLANTA,GA30310 		  PC GENERAL OPERATING SUPPORT 15,000

COMPANIES FOR CAUSES

1899 L STREET NW STE 850
WASHINGTON,DC20036 		  PC ECONOMIC JUSTICE 200,000

CONFLUENCE PHILANTHROPY

215 LEXINGTON AVENUE 10TH FLOOR
NEW YORK,NY10016 		  PC GENERAL OPERATING SUPPORT 20,000

CONGREGATIONS ORGANIZED FOR PROPHETIC ENGAGEMENT (COPE)

1505 W HIGHLAND AVENUE
SAN BERNARDINO,CA92411 		  PC GENERAL OPERATING SUPPORT 500,000

CRITICAL RESISTANCE

PO BOX 22780
OAKLAND,CA94609 		  PC GENERAL OPERATING SUPPORT 7,500

CROSSROADS FUND

3411 WEST DIVERSEY AVENUE SUITE 20
CHICAGO,IL60647 		  PC COMMUNITY ORGANIZING 75,000

CROSSROADS FUND

3411 WEST DIVERSEY AVENUE SUITE 20
CHICAGO,IL60647 		  PC COMMUNITY ORGANIZING 7,500

CROSSROADS FUND

3411 WEST DIVERSEY AVENUE SUITE 20
CHICAGO,IL60647 		  PC COMMUNITY ORGANIZING 25,000

CROSSROADS FUND

3411 WEST DIVERSEY AVENUE SUITE 20
CHICAGO,IL60647 		  PC COMMUNITY ORGANIZING 1,500,000

DARKNESS RISING PROJECT

PO BOX 33603
RALEIGH,NC27636 		  PC GENERAL OPERATING SUPPORT 15,000

DARRYL CHAPPELL FOUNDATION

1899 L STREET NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 10,000

DAVIS-PUTTER SCHOLARSHIP FUND

PO BOX 7307
NEW YORK,NY10016 		  PC GENERAL OPERATING SUPPORT 7,500
DAYO F GORE


4007 5TH ST NW
WASHINGTON,DC20011 		NONE I 2023 FREEDOM SCHOLAR AWARD 170,000

DEMOCRACY NORTH CAROLINA

3000 AERIAL CENTER PKWY
MORRISVILLE,NC27560 		  PC GENERAL OPERATING SUPPORT 75,000

DEPAUL USA INC

1 E JACKSON BLVD 6TH FLOOR
CHICAGO,IL60604 		  PC GENERAL OPERATING SUPPORT 3,000

DINE CITIZENS AGAINST RUINING OUR ENVIRONMENT

PO BOX 2548
WINDOW ROCK,AZ86515 		  PC GENERAL OPERATING SUPPORT 100,000

DOMESTIC WORKERS UNITED

1000 DEAN ST SUITE 432
BROOKLYN,NY11238 		  PC GENERAL OPERATING SUPPORT 5,000

DOWNTOWN WINSTON-SALEM COMMUNITY CINEMA DBA APERTURE CINEMA

311 W 4TH ST
WINSTONSALEM,NC27101 		  PC GENERAL OPERATING SUPPORT 20,000

DOWNTOWN WINSTON-SALEM COMMUNITY CINEMA DBA APERTURE CINEMA

311 W 4TH ST
WINSTONSALEM,NC27101 		  PC GENERAL OPERATING SUPPORT 10,000

ECONOMIC SECURITY PROJECT

228 PARK AVE S
NEW YORK,NY10003 		  PC GENERAL OPERATING SUPPORT 250,000

EL PUEBLO INC

3125 POPLARWOOD CT
RALEIGH,NC27604 		  PC GENERAL OPERATING SUPPORT 75,000

EQUITY AND TRANSFORMATION

10 WEST 35TH STREET
CHICAGO,IL60616 		  PC GENERAL OPERATING SUPPORT 75,000

FAIR COUNT

PO BOX 170382
ATLANTA,GA30317 		  PC GENERAL OPERATING SUPPORT 150,000

FAIR COUNT

PO BOX 170382
ATLANTA,GA30317 		  PC EDUCATION 50,000

FAMILIES AND FRIENDS OF LOUISIANA'S INCARCERATED CHILDREN (FFLIC)

PO BOX 56877
NEW ORLEANS,LA70156 		  PC GENERAL OPERATING SUPPORT 214,000

FAMILY ACTION NETWORK MOVEMENT

100 NE 84TH STREET
MIAMI,FL33138 		  PC GENERAL OPERATING SUPPORT 250,000

FINANCIAL SERVICES STAKEHOLDER PROJECT NFP

2513 N CENTRAL PARK AVE
CHICAGO,IL60647 		  PC GENERAL OPERATING SUPPORT 200,000

FLORIDA IMMIGRANT COALITION

2800 BISCAYNE BLVD SUITE 300
MIAMI,FL33137 		  PC GENERAL OPERATING SUPPORT 500,000

FLORIDA RIGHTS RESTORATION COALITION

4081 L B MCLEOD RD STE C
ORLANDO,FL32811 		  PC ADVOCACY 500,000

FLORIDA RISING TOGETHER

10800 BISCAYNE BOULEVARD
MIAMI,FL33161 		  PC GENERAL OPERATING SUPPORT 500,000

FLOWERS & BULLETS

3538 E ELLINGTON PL
TUCSON,AZ85713 		  PC GENERAL OPERATING SUPPORT 30,000

FOOD BANK OF NORTHEAST GEORGIA

861 NEWTON BRIDGE RD
ATHENS,GA30607 		  PC GENERAL OPERATING SUPPORT 3,000

FOOT SOLDIERS PARK

519 CHURCH ST
SELMA,AL36701 		  PC GENERAL OPERATING SUPPORT 833,334

FOUNDATION FOR THE STUDY OF INDEPENDENT SOCIAL IDEAS

120 WALL ST
NEW YORK,NY10005 		  PC GENERAL OPERATING SUPPORT 25,000

FOUR BANDS COMMUNITY FUND

412 MAIN ST
EAGLE BUTTE,SD57625 		  PC ECONOMIC JUSTICE 250,000

FREEDOM INC

2110 LUANN LANE
MADISON,WI53713 		  PC GENERAL OPERATING SUPPORT 500,000

GEORGETOWN UNIVERSITY

3700 O ST NW
WASHINGTON,DC20057 		  PC EDUCATION 45,000

GEORGIA LATINO ALLIANCE FOR HUMAN RIGHTS

5115 NEW PEACHTREE RD
CHAMBLEE,GA30341 		  PC GENERAL OPERATING SUPPORT 250,000

GEORGIA STRATEGIC ALLIANCE FOR NEW DIRECTIONS AND UNIFIED POLICIES (STAND-U

2366 SYLVAN RD
ATLANTA,GA30344 		  PC GENERAL OPERATING SUPPORT 187,500

GOLDEN HARVEST FOOD BANK

3310 COMMERCE DR
AUGUSTA,GA30909 		  PC GENERAL OPERATING SUPPORT 3,000

GOT GREEN

PO BOX 18794
SEATTLE,WA98118 		  PC GENERAL OPERATING SUPPORT 239,000

GRANTS CENTRAL STATION

2215 S KIHEI RD 0-PMB 840
KIHEI,HI96753 		  PC COMMUNITY ORGANIZING 50,000

GRASSROOTS LEADERSHIP

PO BOX 143773
AUSTIN,TX78714 		  PC GENERAL OPERATING SUPPORT 206,250

GREATER CINCINNATI NATIVE AMERICAN COALITION

1710 BLUE ROCK ST
CINCINNATI,OH45223 		  PC GENERAL OPERATING SUPPORT 15,000

HEALTH DISPARITIES COLLABORATIVE OF OHIO

PO BOX 247
PICKERINGTON,OH43147 		  PC GENERAL OPERATING SUPPORT 10,000

HIGHLANDER RESEARCH AND EDUCATION CENTER

1959 HIGHLANDER WAY
NEW MARKET,TN37820 		  PC GENERAL OPERATING SUPPORT 2,000

HIGHPOINT CENTER FOR PRINTMAKING

912 W LAKE ST
MINNEAPOLIS,MN55408 		  PC GENERAL OPERATING SUPPORT 200

HISPANIC INTEREST COALITION OF ALABAMA

117 SOUTH CREST DRIVE
BIRMINGHAM,AL35209 		  PC GENERAL OPERATING SUPPORT 20,000

HISPANIC LEAGUE

114 W 30TH STREET
WINSTONSALEM,NC27105 		  PC GENERAL OPERATING SUPPORT 30,000

IMAGINE NORTH CAROLINA FIRST

PO BOX 428
RALEIGH,NC27602 		  PC GENERAL OPERATING SUPPORT 75,000

IMPACT GUILD INC

446 S RODEO DRIVE
BEVERLY HILLS,CA90212 		  PC GENERAL OPERATING SUPPORT 30,000

IMPACT GUILD INC

446 S RODEO DRIVE
BEVERLY HILLS,CA90212 		  PC GENERAL OPERATING SUPPORT 20,000

INNER-CITY MUSLIM ACTION NETWORK

2744 W 63RD ST
CHICAGO,IL60629 		  PC GENERAL OPERATING SUPPORT 375,000

INSIGHT MEDITATION CENTER OF THE MID-PENINSULA

108 BIRCH ST
REDWOOD CITY,CA94062 		  PC GENERAL OPERATING SUPPORT 400

INSIGHT MEDITATION CENTER OF THE MID-PENINSULA

108 BIRCH ST
REDWOOD CITY,CA94062 		  PC GENERAL OPERATING SUPPORT 1,000

INSTITUTE FOR WASHINGTON'S FUTURE

2720 VALENCIA ST
BELLINGHAM,WA98226 		  PC ECONOMIC JUSTICE 159,000

JUST FUTURES IMPACT

6218 GEORGIA AVE NW
WASHINGTON,DC20011 		  PC GENERAL OPERATING SUPPORT 125,000

KAPPA COMMUNITY DEVELOPMENT FOUNDATION

PO BOX 838
COLLEGE PARK,MD20741 		  PC GENERAL OPERATING SUPPORT 10,000

KC TENANTS

620 EAST ARMOUR BOULEVARD
KANSAS CITY,MO64109 		  PC GENERAL OPERATING SUPPORT 500,000

KCTS TELEVISION

401 MERCER ST
SEATTLE,WA98109 		  PC GENERAL OPERATING SUPPORT 240

KENTUCKY COALITION

PO BOX 1450
LONDON,KY40743 		  PC GENERAL OPERATING SUPPORT 500,000

KENWOOD OAKLAND COMMUNITY ORGANIZATION

4242 S COTTAGE GROVE AVENUE
CHICAGO,IL60653 		  PC GENERAL OPERATING SUPPORT 250,000

KIOO PROJECT

242 E 25TH ST NO 7B
NEW YORK,NY10010 		  PC GENERAL OPERATING SUPPORT 1,000

LA UNION DEL PUEBLO ENTERO

1601 E BUSINESS HIGHWAY 83
SAN JUAN,TX78589 		  PC GENERAL OPERATING SUPPORT 375,000

LAS VEGAS INDIAN CENTER INC

2300 W BONANZA RD
LAS VEGAS,NV89106 		  PC GENERAL OPERATING SUPPORT 15,000

LATINO COMMUNITY FUND OF WASHINGTON STATE

PO BOX 30669
SEATTLE,WA98103 		  PC ECONOMIC JUSTICE 264,900

LATINOS EN SPOKANE

1502 NORTH MONROE STREET
SPOKANE,WA99201 		  PC GENERAL OPERATING SUPPORT 20,000

LEADERS IGNITING TRANSFORMATION EDUCATION FUND

PO BOX 510500
MILWAUKEE,WI53202 		  PC COMMUNITY ORGANIZING 500,000

LOGAN SQUARE NEIGHBORHOOD ASSOCIATION DBA PALENQUE LSNA

2840 N MILWAUKEE AVENUE
CHICAGO,IL60618 		  PC GENERAL OPERATING SUPPORT 375,000

LOOK2JUSTICE

3009 N 10TH ST
TACOMA,WA98406 		  PC GENERAL OPERATING SUPPORT 25,000

LOWER MUSCOGEE CREEK TRIBE EAST OF THE MISSISSIPPI INC

107 TALL PINE DRIVE
WHIGHAM,GA39897 		  PC GENERAL OPERATING SUPPORT 10,000

MAJORITY ACTION

8705 COLESVILLE ROAD
SILVER SPRING,MD20910 		  PC ECONOMIC JUSTICE 1,500,000

MARCH 13 FUND

4056 W 31ST ST
CHICAGO,IL60623 		  PC COMMUNITY ORGANIZING 15,000

MARCH ON WASHINGTON FILM FESTIVAL

1341 G ST NW 5TH FLOOR
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 10,000

MARTHA'S TABLE

2375 ELVANS ROAD SE
WASHINGTON,DC20020 		  PC GENERAL OPERATING SUPPORT 30,000

MARYLAND PHILANTHROPY NETWORK

1600 W 41ST ST SUITE 700
BALTIMORE,MD21211 		  PC COMMUNITY ORGANIZING 7,500

MERRYMAC FARM SANCTUARY

490 LIME KILN RD
CHARLOTTE,VT05445 		  PC GENERAL OPERATING SUPPORT 418

MIDDLE GEORGIA COMMUNITY FOOD BANK INC

4490 OCMULGEE E BLVD
MACON,GA31217 		  PC GENERAL OPERATING SUPPORT 3,000

MIJENTE SUPPORT COMMITTEE

734 W POLK STREET
PHOENIX,AZ85007 		  PC GENERAL OPERATING SUPPORT 50,000
MIMI KIM


515 N LARCHMONT BLVD
LOS ANGELES,CA90004 		NONE I 2023 FREEDOM SCHOLAR AWARD 250,000

MISSISSIPPI CENTER FOR JUSTICE

210 E CAPITOL STREET SUITE 1800
JACKSON,MS39201 		  PC GENERAL OPERATING SUPPORT 10,000

MISSISSIPPI LOW-INCOME CHILD CARE INITIATIVE

P O BOX 204
BILOXI,MS39533 		  PC GENERAL OPERATING SUPPORT 5,000

MORE PERFECT UNION FOUNDATION

PO BOX 8147
ALEXANDRIA,VA22306 		  PC GENERAL OPERATING SUPPORT 250,000

MORE PERFECT UNION FOUNDATION

PO BOX 8147
ALEXANDRIA,VA22306 		  PC ECONOMIC JUSTICE 50,000

MOVIMIENTO DE ARTE Y CULTURA LATINO AMERICANA DE SAN JOSE

510 S 1ST ST
SAN JOSE,CA95113 		  PC GENERAL OPERATING SUPPORT 15,000

NAEVA

7906 MENAUL BLVD NE
ALBUQUERQUE,NM87110 		  PC GENERAL OPERATING SUPPORT 250,000

NATIONAL TRUST FOR LOCAL NEWS

405 WALTHAM ST
LEXINGTON,MA02421 		  PC GENERAL OPERATING SUPPORT 635,000

NATIVE AMERICAN YOUTH AND FAMILY CENTER

5135 NE COLUMBIA BLVD
PORTLAND,OR97218 		  PC GENERAL OPERATING SUPPORT 3,615

NATIVE AMERICAN YOUTH AND FAMILY CENTER

5135 NE COLUMBIA BLVD
PORTLAND,OR97218 		  PC GENERAL OPERATING SUPPORT 4,050

NATIVE AMERICANS IN PHILANTHROPY

1140 3RD STREET NE 2ND FLOOR
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 750,000

NC CONGRESS OF LATINO ORGANIZATIONS NCCLO

4907 GARRETT RD
DURHAM,NC27707 		  PC GENERAL OPERATING SUPPORT 75,000

NEO PHILANTHROPY

1001 6TH AVE
NEW YORK,NY10018 		  PC GENERAL OPERATING SUPPORT 25,000

NEW MEXICO ACEQUIA ASSOCIATION

805 EARLY STREET SUITE 203B
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 187,500

NEW NORTH CAROLINA PROJECT

6012 BAYFIELD PKWY
CONCORD,NC28027 		  PC GENERAL OPERATING SUPPORT 75,000

NEW ORLEANS WORKERS' CENTER FOR RACIAL JUSTICE

3500 CANAL STREET 2ND FL
NEW ORLEANS,LA70112 		  PC GENERAL OPERATING SUPPORT 125,000

NEW VENTURE FUND

1201 W CONNECTICUT AVE NW
WASHINGTON,DC20036 		  PC EDUCATION 150,000

NEXTGEN EDUCATION FUND

548 MARKET ST
SAN FRANCISCO,CA94104 		  PC GENERAL OPERATING SUPPORT 15,000

NICHOLAS HOUSE INC

PO BOX 15577
ATLANTA,GA30312 		  PC GENERAL OPERATING SUPPORT 3,000

NOLLIE JENKINS FAMILY CENTER

25 GLENDALE STREET
DURANT,MS39063 		  PC GENERAL OPERATING SUPPORT 5,000

NONPROFIT INFORMATION NETWORKING ASSOCIATION

PO BOX 961749
BOSTON,MA21960 		  PC GENERAL OPERATING SUPPORT 200,000

NORTH CAROLINA ASIAN AMERICANS TOGETHER

711 HILLSBOROUGH ST
RALEIGH,NC27603 		  PC GENERAL OPERATING SUPPORT 75,000

NORTH CAROLINA BLACK ALLIANCE INC

PO BOX 27886
RALEIGH,NC27611 		  PC GENERAL OPERATING SUPPORT 75,000

NORTH CAROLINA ENVIRONMENTAL JUSTICE NETWORK

3534 EDWARDS MILL RD
RALEIGH,NC27612 		  PC GENERAL OPERATING SUPPORT 50,000

NORTH STAR CENTER

930 BURKE ST
WINSTONSALEM,NC27101 		  PC GENERAL OPERATING SUPPORT 25,000

OLE EDUCATION FUND

411 BELLAMAH AVENUE NW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 250,000

ONEAMERICA

1225 S WELLER STREET SUITE 430
SEATTLE,WA98144 		  PC GENERAL OPERATING SUPPORT 2,000

ORGANIZED COMMUNITIES AGAINST DEPORTATIONS

4811 N CENTRAL PARK AVE
CHICAGO,IL60625 		  PC GENERAL OPERATING SUPPORT 99,000

ORGANIZING NEIGHBORHOODS FOR EQUALITY NORTHSIDE

4648 N RACINE AVENUE
CHICAGO,IL60640 		  PC GENERAL OPERATING SUPPORT 250,000

OXFORD AMERICAN LITERACY PROJECT

120 IRBY HALL 201 DONAGHEY AVE
CONWAY,AR72035 		  PC GENERAL OPERATING SUPPORT 25,000

PAGE TURNERS MAKE GREAT LEARNERS INC

PO BOX 7723
ATLANTA,GA30357 		  PC GENERAL OPERATING SUPPORT 3,000

PEOPLE FIRST OF WASHINGTON

PO BOX 11953
OLYMPIA,WA98508 		  PC GENERAL OPERATING SUPPORT 65,000

PEOPLE'S LOBBY EDUCATION INSTITUTE

2229 S MICHIGAN AVE
CHICAGO,IL60616 		  PC GENERAL OPERATING SUPPORT 138,000

PIKE PLACE MARKET FOUNDATION

93 PIKE STREET
SEATTLE,WA98101 		  PC GENERAL OPERATING SUPPORT 1,030

PODER IN ACTION

2829 N 65TH DR
PHOENIX,AZ85035 		  PC GENERAL OPERATING SUPPORT 149,250

POLICYLINK

1438 WEBSTER STREET SUITE 303
OAKLAND,CA94612 		  PC GENERAL OPERATING SUPPORT 50,000

POLICYLINK

1438 WEBSTER STREET SUITE 303
OAKLAND,CA94612 		  PC EDUCATION 15,000

POWER COALITION FOR EQUITY AND JUSTICE

4930 WASHINGTON AVENUE
BATON ROUGE,LA70125 		  PC COMMUNITY ORGANIZING 418,750

POWER SHIFT NETWORK

PO BOX 73116
WASHINGTON,DC20056 		  PC ADVOCACY 1,000
PREMILLA NADASEN


5444 ARLINGTON AVE
THE BRONX,NY10471 		NONE I 2023 FREEDOM SCHOLAR AWARD 235,000

PUENTE HUMAN RIGHTS MOVEMENT

PO BOX 21837
PHOENIX,AZ85036 		  PC GENERAL OPERATING SUPPORT 212,500

REPOWER FUND

PO BOX 64689
SAINT PAUL,MN55164 		  PC GENERAL OPERATING SUPPORT 20,000

REACH WOMENS NETWORK

2618 ARBOR PL CT
WINSTONSALEM,NC27104 		  PC GENERAL OPERATING SUPPORT 25,000

REGENTS OF THE UNIVERSITY OF COLORADO

3100 MARINE ST
BOULDER,CO80309 		  PC GENERAL OPERATING SUPPORT 50,000

REYNOLDA HOUSE INC

2250 REYNOLDA RD
WINSTONSALEM,NC27106 		  PC GENERAL OPERATING SUPPORT 20,000

RURAL PEOPLE'S PLATFORM

PO BOX 1452
WINTHROP,WA98862 		  PC GENERAL OPERATING SUPPORT 40,500

RVC SEATTLE

1225 S WELLER ST SUITE 400
SEATTLE,WA98144 		  PC COMMUNITY ORGANIZING 91,000

RVC SEATTLE

1225 S WELLER ST SUITE 400
SEATTLE,WA98144 		  PC COMMUNITY ORGANIZING 137,000

SEATTLE ARTS AND LECTURES

340 15TH AVE E
SEATTLE,WA98112 		  PC GENERAL OPERATING SUPPORT 400

SEATTLE FOUNDATION

1601 FIFTH AVENUE SUITE 1900
SEATTLE,WA98101 		  PC LEADERSHIP DEVELOPMENT 250,000

SEATTLE UNIVERSITY

901 12TH AVENUE
SEATTLE,WA98122 		  PC EDUCATION 200

SECOND HARVEST FOOD BANK OF COASTAL GEORGIA INC

2501 E PRESIDENT ST
SAVANNAH,GA31404 		  PC GENERAL OPERATING SUPPORT 3,000

SECOND HARVEST OF SOUTH GEORGIA INC

1411 HARBIN CIR
VALDOSTA,GA31601 		  PC GENERAL OPERATING SUPPORT 3,000

SHADES OF MOTHERHOOD NETWORK

3319 E CONGRESS AVE
SPOKANE,WA99223 		  PC GENERAL OPERATING SUPPORT 1,500

SHOWING UP FOR RACIAL JUSTICE EDUCATION FUND

PO BOX 1053
BUFFALO,NY14205 		  PC GENERAL OPERATING SUPPORT 50,000

SHOWING UP FOR RACIAL JUSTICE EDUCATION FUND

PO BOX 1053
BUFFALO,NY14205 		  PC COMMUNITY ORGANIZING 1,000

SOA VILLAGE HOUSING

490 LAKE PARK AVE UNIT 16242
OAKLAND,CA94610 		  PC GENERAL OPERATING SUPPORT 50,000

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		  PC COMMUNITY ORGANIZING 250,000

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		  PC EDUCATION 20,000

SOCIAL GOOD FUND

PO BOX 5473
RICHMOND,CA94805 		  PC ECONOMIC JUSTICE 20,000

SOMOS SIEMBRA

801 NEW GARDEN RD
GREENSBORO,NC27410 		  PC GENERAL OPERATING SUPPORT 75,000

SOMOS UN PUEBLO UNIDO

1804 ESPINACITAS STREET
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 250,000

SOUTHERN CALIFORNIA LIBRARY

6120 S VERMONT AVE
LOS ANGELES,CA90044 		  PC GENERAL OPERATING SUPPORT 7,500

SOUTHERN COALITION FOR SOCIAL JUSTICE

5517 DURHAM-CHAPEL HILL BLVD
DURHAM,NC27707 		  PC GENERAL OPERATING SUPPORT 75,000

SOUTHERN VISION ALLIANCE

PO BOX 51698
DURHAM,NC27712 		  PC COMMUNITY ORGANIZING 75,000

SOUTHERNERS ON NEW GROUND

561 W WHITEHALL ST SW
ATLANTA,GA30310 		  PC GENERAL OPERATING SUPPORT 418,750

SOUTHSIDERS ORGANIZED FOR UNITY AND LIBERATION

11211 SOUTH ST LAWRENCE STREET
CHICAGO,IL60627 		  PC GENERAL OPERATING SUPPORT 122,250

SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION

1216 DAWSON ROAD
ALBANY,GA31707 		  PC GENERAL OPERATING SUPPORT 720,900

SOUTHWEST ORGANIZING PROJECT

211 10TH ST SW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 300,000

SOWEGA RISING

PO BOX 5261
ALBANY,GA31701 		  PC GENERAL OPERATING SUPPORT 10,000

SOWEGA RISING

PO BOX 5261
ALBANY,GA31701 		  PC GENERAL OPERATING SUPPORT 177,750

SOWEGA RISING

PO BOX 5261
ALBANY,GA31701 		  PC GENERAL OPERATING SUPPORT 10,000

SPOKANE PUBLIC RADIO

1229 N MONROE ST
SPOKANE,WA99201 		  PC GENERAL OPERATING SUPPORT 360

STAND UP NASHVILLE

810 DOMINICAN DR
NASHVILLE,TN37228 		  PC GENERAL OPERATING SUPPORT 50,000

STATEWIDE ORGANIZING FOR COMMUNITY EMPOWERMENT RESOURCE PROJECT

P O BOX 12667
KNOXVILLE,TN37912 		  PC GENERAL OPERATING SUPPORT 110,250

STUDENT TUTORING & ENRICHMENT PROGRAM

120 OLD LETOHATCHEE RD
HAYNEVILLE,AL36040 		  PC GENERAL OPERATING SUPPORT 10,000

SUNNYSIDE UNIFIED SCHOOL DISTRICT FOUNDATION INC

2238 EAST GINTER ROAD
TUCSON,AZ85706 		  PC COMMUNITY ORGANIZING 30,000

SUSTAINABLE WATER ENERGY AND ECONOMIC TRANSITION IN ALABAMA

1907 5TH STREET S
BIRMINGHAM,AL35205 		  PC ECONOMIC JUSTICE 25,000

TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION (TIRRC)

3310 EZELL RD
NASHVILLE,TN37211 		  PC GENERAL OPERATING SUPPORT 175,000

TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION (TIRRC)

3310 EZELL RD
NASHVILLE,TN37211 		  PC GENERAL OPERATING SUPPORT 20,000

TEWA WOMEN UNITED

PO BOX 397
SANTA CRUZ,NM87567 		  PC GENERAL OPERATING SUPPORT 250,000

TEXAS ORGANIZING PROJECT EDUCATION FUND

PO BOX 120296
SAN ANTONIO,TX78212 		  PC GENERAL OPERATING SUPPORT 418,750

THE HANA CENTER

4300 N CALIFORNIA AVE
CHICAGO,IL60618 		  PC GENERAL OPERATING SUPPORT 500,000

THE LAUNDROMAT PROJECT INC

1476 FULTON STREET
BROOKLYN,NY11216 		  PC GENERAL OPERATING SUPPORT 15,000

THE PRAXIS PROJECT INC

PO BOX 7259
OAKLAND,CA94601 		  PC COMMUNITY ORGANIZING 20,000

THE SPECTRUM CENTER

PO BOX 3222
SPOKANE,WA99220 		  PC GENERAL OPERATING SUPPORT 20,000

THE WINSTON-SALEM FOUNDATION

751 W FOURTH STREET
WINSTONSALEM,NC27101 		  PC GENERAL OPERATING SUPPORT 30,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA90088 		  PC COMMUNITY ORGANIZING 416,750

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA90088 		  PC ECONOMIC JUSTICE 150,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA90088 		  PC COMMUNITY ORGANIZING 450,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA90088 		  PC ADVOCACY 750,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA90088 		  PC COMMUNITY ORGANIZING 175,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA90088 		  PC ADVOCACY 35,000

TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA90088 		  PC COMMUNITY ORGANIZING 500,000

TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA90088 		  PC COMMUNITY ORGANIZING 100,000

TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA90088 		  PC ECONOMIC JUSTICE 600,000

TO NIZHONI ANI

PO BOX 483
KYKOTSMOVI VILLAGE,AZ86039 		  PC GENERAL OPERATING SUPPORT 108,875

TOWN OF FORT DEPOSIT

751 EDGEWOOD DRIVE
FORT DEPOSIT,AL36032 		  GOV GENERAL OPERATING SUPPORT 20,000

TRANSLASH MEDIA INC

1135 BEDFORD AVE
BROOKLYN,NY11216 		  PC GENERAL OPERATING SUPPORT 50,000

TRIAD CULTURAL ARTS INC

PO BOX 20041
WINSTONSALEM,NC27120 		  PC GENERAL OPERATING SUPPORT 30,000

UNITE HERE EDUCATION AND SUPPORT FUND

275 7TH AVE
NEW YORK,NY10001 		  PC GENERAL OPERATING SUPPORT 15,000

UNIVERSITY AT BUFFALO FOUNDATION INC

PO BOX 900
BUFFALO,NY14226 		  PC LEADERSHIP DEVELOPMENT 15,000

UNIVERSITY DISTRICT FOOD BANK

5017 ROOSEVELT WAY NORTHEAST
SEATTLE,WA98105 		  PC GENERAL OPERATING SUPPORT 200

UNIVERSITY OF VERMONT HEALTH NETWORK HOME HEALTH & HOSPICE

1110 PRIM ROAD
COLCHESTER,VT05446 		  PC COMMUNITY ORGANIZING 1,998

UNIVERSITY OF WASHINGTON

4300 ROOSEVELT WAY NE
SEATTLE,WA98195 		  GOV EDUCATION 20,000

UNIVERSITY OF WASHINGTON

4300 ROOSEVELT WAY NE
SEATTLE,WA98195 		  GOV EDUCATION 15,000

VERA PROJECT

305 HARRISON STREET
SEATTLE,WA98109 		  PC GENERAL OPERATING SUPPORT 200

WARD 8 WOODS CONSERVANCY

3214 11TH PL SE
WASHINGTON,DC20032 		  PC GENERAL OPERATING SUPPORT 410

WASAT COMMUNITY

PO BOX 21961
SEATTLE,WA98118 		  PC GENERAL OPERATING SUPPORT 20,000

WASHINGTON COMMUNITY ACTION NETWORK EDUCATION AND RESEARCH FUND

1806 E YESLER WAY
SEATTLE,WA98122 		  PC GENERAL OPERATING SUPPORT 250,000

WASHINGTON IMMIGRANT SOLIDARITY NETWORK

2420 4TH AVE S
SEATTLE,WA98134 		  PC COMMUNITY ORGANIZING 223,000

WASHINGTON PROGRESS FUND

1511 3RD AVENUE
SEATTLE,WA98118 		  PC GENERAL OPERATING SUPPORT 100,000

WE ARE DOWN HOME

PO BOX 10671
GREENSBORO,NC27404 		  PC GENERAL OPERATING SUPPORT 75,000

WESPAC FOUNDATION INC

77 TARRYTOWN RD SUITE 2W
WHITE PLAINS,NY10607 		  PC COMMUNITY ORGANIZING 35,000

WINDWARD FUND

1828 L ST NW STE 300 C
WASHINGTON,DC20036 		  PC COMMUNITY ORGANIZING 750,000

WINSTON-SALEM URBAN LEAGUE

201 W 5TH ST
WINSTONSALEM,NC27101 		  PC GENERAL OPERATING SUPPORT 25,000

WOMEN WITH A VISION

2030 ORETHA CASTLE HALEY BLVD
NEW ORLEANS,LA70113 		  PC GENERAL OPERATING SUPPORT 187,500

WORKERS DEFENSE PROJECT

5604 MANOR ROAD
AUSTIN,TX78723 		  PC GENERAL OPERATING SUPPORT 150,000

WORKERS LAB

1111 BROADWAY
OAKLAND,CA94607 		  PC GENERAL OPERATING SUPPORT 250,000
Total .................................right arrow 3a 34,812,614
bApproved for future payment

ALABAMA COALITION FOR IMMIGRANT JUSTICE UNITED
1826 6TH AVENUE S
IRONDALE,AL35210 		  PC GENERAL OPERATING SUPPORT 132,600

ALABAMA COALITION FOR IMMIGRANT JUSTICE UNITED
1826 6TH AVENUE S
IRONDALE,AL35210 		  PC GENERAL OPERATING SUPPORT 110,500

B LAB COMPANY
PO BOX 37635
PHILADELPHIA,PA19101 		  PC GENERAL OPERATING SUPPORT 150,000

BLACK BAR MITZVAH
450 N ROXBURY DR 8TH FLOOR
BEVERLY HILLS,CA90210 		  NC ADVOCACY 125,000

COMMUNITY CHANGE
1536 U ST NW
WASHINGTON,DC20009 		  PC LEADERSHIP DEVELOPMENT 144,791

COMPANIES FOR CAUSES
1899 L STREET NW STE 850
WASHINGTON,DC20036 		  PC ECONOMIC JUSTICE 200,000

CROSSROADS FUND
3411 WEST DIVERSEY AVENUE SUITE 20
CHICAGO,IL60647 		  PC COMMUNITY ORGANIZING 1,500,000

CROSSROADS FUND
3411 WEST DIVERSEY AVENUE SUITE 20
CHICAGO,IL60647 		  PC COMMUNITY ORGANIZING 1,500,000

FINANCIAL SERVICES STAKEHOLDER PROJECT NFP
2513 N CENTRAL PARK AVE
CHICAGO,IL60647 		  PC GENERAL OPERATING SUPPORT 200,000

FOOT SOLDIERS PARK
519 CHURCH ST
SELMA,AL36701 		  PC GENERAL OPERATING SUPPORT 833,333

FOOT SOLDIERS PARK
519 CHURCH ST
SELMA,AL36701 		  PC GENERAL OPERATING SUPPORT 833,333

FOUR BANDS COMMUNITY FUND
412 MAIN ST
EAGLE BUTTE,SD57625 		  PC ECONOMIC JUSTICE 250,000

JUST FUTURES IMPACT
6218 GEORGIA AVE NW
WASHINGTON,DC20011 		  PC GENERAL OPERATING SUPPORT 125,000

LATINO COMMUNITY FUND OF WASHINGTON STATE
PO BOX 30669
SEATTLE,WA98103 		  PC ECONOMIC JUSTICE 353,200

LATINO COMMUNITY FUND OF WASHINGTON STATE
PO BOX 30669
SEATTLE,WA98103 		  PC ECONOMIC JUSTICE 132,450

LATINO COMMUNITY FUND OF WASHINGTON STATE
PO BOX 30669
SEATTLE,WA98103 		  PC ECONOMIC JUSTICE 132,450

MORE PERFECT UNION FOUNDATION
PO BOX 8147
ALEXANDRIA,VA22306 		  PC GENERAL OPERATING SUPPORT 150,000

RURAL PEOPLE'S PLATFORM
PO BOX 1452
WINTHROP,WA98862 		  PC GENERAL OPERATING SUPPORT 22,500

RURAL PEOPLE'S PLATFORM
PO BOX 1452
WINTHROP,WA98862 		  PC GENERAL OPERATING SUPPORT 13,500

RURAL PEOPLE'S PLATFORM
PO BOX 1452
WINTHROP,WA98862 		  PC GENERAL OPERATING SUPPORT 13,500

SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION
1216 DAWSON ROAD
ALBANY,GA31707 		  PC GENERAL OPERATING SUPPORT 400,500

SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION
1216 DAWSON ROAD
ALBANY,GA31707 		  PC GENERAL OPERATING SUPPORT 240,300

SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION
1216 DAWSON ROAD
ALBANY,GA31707 		  PC GENERAL OPERATING SUPPORT 240,300

SOWEGA RISING
PO BOX 5261
ALBANY,GA31701 		  PC GENERAL OPERATING SUPPORT 98,750

SOWEGA RISING
PO BOX 5261
ALBANY,GA31701 		  PC GENERAL OPERATING SUPPORT 59,250

SOWEGA RISING
PO BOX 5261
ALBANY,GA31701 		  PC GENERAL OPERATING SUPPORT 59,250

TIDES CENTER
PO BOX 889385
LOS ANGELES,CA90088 		  PC ECONOMIC JUSTICE 150,000
Total ................................. right arrow 3b 8,170,507
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 12,657  
4 Dividends and interest from securities ....     14 11,660,975  
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 .....     15 68  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 21,203,770  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aREIMBURSEMENTS 		        5,000
bDEFERRED TAX BENEFIT     01 215,425  
cINCOME FROM PROGRAM-RELATED INVESTMENTS         -17,499
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 33,092,895 -12,499
13Total. Add line 12, columns (b), (d), and (e)..................
13
33,080,396
(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.)
11A RETURN OF PRIOR PERIOD QUALIFYING DISTRIBUTIONS
11D INCOME FROM PROGRAM-RELATED INVESTMENTS
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)
Yes
 
(5) Loans or loan guarantees.............................
1b(5)
Yes
 
(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
Yes
 
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
1b(4) 44,494 MARGUERITE CASEY ACTION FUND REIMBURSEMENT FOR COST OF SHARED SERVICES.
1b(5) 12,272 MARGUERITE CASEY ACTION FUND NOTE RECEIVABLE
1c 0 MARGUERITE CASEY ACTION FUND SHARED FACILITIES AND EMPLOYEES
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
MARGUERITE CASEY ACTION FUND 501(C)(4) MARGUERITE CASEY FOUNDATION IS THE FOUNDER OF THE MARGUERITE CASEY ACTION FUND AND THEY WILL HAVE A CONTINUING RELATIONSHIP THROUGH A SHARED SERVICES AGREEMENT.
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
MARGUERITE CASEY FOUNDATION
 
Employer identification number

91-2062197
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
MARGUERITE CASEY FOUNDATION
  		Employer identification number
91-2062197
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
WALTER AND ELISE HAAS FUND
 
1 LOMBARD STREET STE 305
 
SAN FRANCISCO, CA94111

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
SOLIDAIRE NETWORK
 
1423 BROADWAY 314
 
OAKLAND, CA94612

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
HUMBOLDT AREA FOUNDATION AND WILD RIVERS COMMUNITY FOUNDATION
 
363 INDIANOLA ROAD
 
BAYSIDE, CA95524

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
STUPSKI FOUNDATION
 
90 NEW MONTGOMERY ST SUITE 1100
 
SAN FRANCISCO, CA94105

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
HUMANITY UNITED
 
1775 PENNSYLVANIA AVE NW SUITE 500
 
WASHINGTON, DC20006

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
EMPIRE HEALTH FOUNDATION
 
PO BOX 244
 
SPOKANE, WA99210

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
MARGUERITE CASEY FOUNDATION
  		Employer identification number
91-2062197
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
7
WOODCOCK FOUNDATION
 
1411 BROADWAY 16TH FL
 
NEW YORK, NY10018

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
ARCORA FOUNDATION
 
400 FAIRVIEW AVE
 
SEATTLE, WA98109

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
STEELCASE FOUNDATION
 
901 44TH STREET SE
 
GRAND RAPIDS, MI49508

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
IMAGINABLE FUTURES
 
1991 BROADWAY SUITE 200
 
REDWOOD CITY, CA94063

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
MS FOUNDATION FOR WOMEN
 
1 WILLOUGHBY SQ SUITE 2000
 
BROOKLYN, NY11201

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
THRESHOLD PHILANTHROPY
 
120 LAKESIDE AVE STE 310
 
SEATTLE, WA98122

$ 7,500


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
MARGUERITE CASEY FOUNDATION
  		Employer identification number
91-2062197
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
13
PETER E HAAS JR FAMILY FUND
 
5 HAMILTON LANDING 200
 
NOVATO, CA94949

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
FLORA FAMILY FOUNDATION
 
2121 SAND HILL ROAD SUITE 123
 
MENLO PARK, CA94025

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
WOODS FUND CHICAGO
 
200 WEST MADISON 3RD FLOOR
 
CHICAGO, IL60606

$ 10,000


(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.)
(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
MARGUERITE CASEY FOUNDATION
  		Employer identification number

91-2062197
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
MARGUERITE CASEY FOUNDATION
  		Employer identification number

91-2062197
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:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND AUDITING FEES 317,178 53,702 0 206,975

TY 2023 AllOthProgRltdInvestmentsSch
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Category Amount
VAMOS VENTURES: FUND WHICH INVESTS IN EARLY-STAGE, TECH-ENABLED COMPANIES LED BY LATINX AND DIVERSE FOUNDERS. ITS MISSION IS TO EMPOWER DIVERSE COMMUNITIES THROUGH WEALTH CREATION, TALENT PIPELINES, SOCIAL MOBILITY, AND UNIQUE TECH-DRIVEN SOLUTIONS TO CHALLENGES PERSISTENT IN COMMUNITIES. 100,000
AMERICAN SOUTH REAL ESTATE FUND: EQUITY FUND THAT SEEKS TO MAKE EQUITY AND MEZZANINE-LEVEL INVESTMENTS IN MULTIFAMILY, RETAIL, OFFICE, INDUSTRIAL AND MIXED-USE REAL ESTATE PROJECTS IN LOW- AND MODERATE-INCOME NEIGHBORHOODS LOCATED IN SECONDARY AND TERTIARY MARKETS IN THE SOUTHERN UNITED STATES. 99,136

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TY 2023 ExpenditureResponsibilityStmt
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
AMERICAN SOUTH REAL ESTATE FUND
  		1281 WESTWOOD BLVD STE 200
LOS ANGELES,CA90024 		2018-12-21 1,988,427 PRI INVESTMENT: TO INVEST IN REAL ESTATE PROJECTS IN 10 SOUTHERN STATES WHICH WILL CREATE WORKFORCE HOUSING, CONSTRUCTION AND PERMANENT JOBS THAT WILL BENEFIT LOW-INCOME COMMUNITIES AND FURTHERING THE FOUNDATION'S TAX EXEMPT PURPOSE. 1,988,427 NO KNOWN DIVERSION OF ANY PORTION OF THE PRI FUNDS. 4/30/19, 7/26/20, 8/28/20, 11/20/20, 4/30/21, 04/26/23, 4/29/24   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
VAMOSVENTURES FUND I LP
  		745 SOUTH OAKLAND AVENUE
PASADENA,CA91106 		2020-12-18 700,000 VAMOSVENTURES IS A VENTURE CAPITAL PRI INVESTMENT THAT INVESTS IN EARLY-STAGE, TECH-ENABLED COMPANIES LED BY LATINX AND DIVERSE FOUNDERS. VAMOSVENTURES AIMS TO INVEST IN COMPANIES DISMANTLING INEQUITIES ACROSS HEALTHCARE, WEALTH CREATION, FUTURE OF INCOME, AND CLIMATE CHANGE. VAMOSVENTURES BELIEVES HIGH-GROWTH AND SCALABLE TECH SOLUTIONS WILL BE THE CATALYST FOR A MORE EQUITABLE TOMORROW 700,000 NO KNOWN DIVERSION OF ANY PORTION OF THE PRI FUNDS. 5/14/22, 5/12/23, 5/29/24   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
CANARY
  		5 UNION SQUARE WEST 1067
NEW YORK,NY10003 		2021-01-01 500,000 CANARY IS AN EQUITY PRI THAT IS COMMITTED TO PROVIDING TIMELY FINANCIAL ASSISTANCE AND THE EVOLUTION OF THE SOCIAL SAFETY NET. 500,000 NO KNOWN DIVERSION OF ANY PORTION OF THE PRI FUNDS. 4/27/22, 01/20/23, 8/8/23, 5/21/24   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
GENBIOPRO
  		2215-B RENAISSANCE DRIVE
LAS VEGAS,NV89119 		2022-12-31 800,000 GENBIOPRO IS A DEBT PRI TO FUND CLINICAL TRIALS TO ESTABLISH ADDITIONAL FOOD AND DRUG ADMINISTRATION APPROVED INDICATIONS FOR THE MEDICATION MIFEPRISTONE IN SUPPORT OF THE CREATION OF AN INTEGRATED AND EXPANDED PORTFOLIO OF REPRODUCTIVE HEALTH PRODUCTS. 800,000 NO KNOWN DIVERSION OF ANY PORTION OF THE PRI FUNDS. 9/22/23, 9/03/24   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
BLACK BAR MITZVAH
  		450 N ROXBURY DR 8TH FLOOR
BEVERLY HILLS,CA90210 		2023-10-02 125,000 THE MISSION OF THE BLACK BAR MITZVAH - MCF DEVELOPMENT FUND IS TO GIVE DIVERSE AND EMERGING FILMMAKERS THEIR CHANCE TO WRITE A FEATURE OR MAKE THEIR SHORT FILM, WHILE ENSURING THAT THE PROJECT IS COMPRISED OF DIVERSE POPULATIONS IN FRONT OF THE CAMERA AND BEHIND IT. THIS FUND WILL OPTION INTELLECTUAL PROPERTY, FUND SHORT FILMS, AND FUND THE WRITING OF FEATURE FILM SCRIPTS CREATED BY DIVERSE CREATORS WHO COME FROM UNDERREPRESENTED COMMUNITIES WITHIN THE ENTERTAINMENT SECTOR. 125,000 NO KNOWN DIVERSION OF ANY PORTION OF THE GRANT FUNDS. 4/03/24   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
EQUITABLE PROSPERITY FUND
  		25 SYLVAN RD S SUITE B
WESTPORT,CT06880 		2023-06-30 554,184 THE EQUITABLE PROSPERITY FUND IS A GROWTH STAGE IMPACT INVESTMENT FUND DESIGNED TO FILL THE CAPITAL GAP NEEDED TO PROPEL COMMUNITY-CENTRIC ENTERPRISES TO SCALE AND CREATE MEASURABLE IMPACT. 554,184 NO KNOWN DIVERSION OF ANY PORTION OF THE PRI FUNDS. 4/12/24   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

TY 2023 InvestmentsCorpBondsSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Name of Bond End of Year Book Value End of Year Fair Market Value
MORTGAGE-BACKED SECURITIES 5,488,872 5,488,872
U.S. BONDS 62,201,253 62,201,253

TY 2023 InvestmentsCorpStockSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Name of Stock End of Year Book Value End of Year Fair Market Value
BLACKROCK MSCI EQ INDEX FD B RUSSIA 33 33
BLACKROCK SHORT-TERM INVESTMENT FUND B 169 169
APERIO 231,206,621 231,206,621
HAVEN GLOBAL INTERNATIONAL EQUITY 18,929,673 18,929,673
VSQUARE GLOBAL RACIAL 97,044,447 97,044,447
ENGINE NO 1 TRANSFOR 30,813,480 30,813,480

TY 2023 InvestmentsGovtObligationsSch
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
US Government Securities - End of Year Book Value:

59,312,890
US Government Securities - End of Year Fair Market Value:

59,312,890
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARC CAPITAL PARTNERS FUND I (ARC URBAN FUND) FMV 2,818,619 2,818,619
ARTEMIS REAL ESTATE FUND III LP FMV 3,854,030 3,854,030
ARTEMIS REAL ESTATE FUND IV LP FMV 983,210 983,210
ARTEMIS REAL ESTATE PARTNERS INCOME AND GROWTH SIDECAR FUND LP FMV 5,234,040 5,234,040
ASB ALLEGIANCE REAL ESTATE FUND LP FMV 24,569,540 24,569,540
BARINGS CORE PROPERTY FUND LP FMV 23,346,124 23,346,124
BLACK IMPACT NON OZ 1 LP FMV 9,675,546 9,675,546
COMUNIDAD PARTNERS SIMFA PARALLEL I LP FMV 2,986,923 2,986,923
GATEWAY REAL ESTATE FUND VI LP FMV 3,165,688 3,165,688
GREENOAK US FUND III LP FMV 4,149,868 4,149,868
GSO ENERGY SELECT OPPORTUNITY FUND LP FMV 342,932 342,932
LONE STAR REAL ESTATE FUND IV LP FMV 1,427,722 1,427,722
LONE STAR REAL ESTATE FUND V LP FMV 720,090 720,090
OAKTREE POWER OPPORTUNITIES FUND V LP FMV 5,092,478 5,092,478
ROSE AFFORDABLE HOUSING PRESERVATION FUND V LP FMV 5,369,589 5,369,589
ROSE AFFORDABLE HOUSING PRESERVATION FUND VI LP FMV 231,225 231,225
SCULPTOR REAL ESTATE FUND IV LP FMV 4,563,201 4,563,201
VISTRIA HOUSING FUND LP FMV 9,994,652 9,994,652
ADAMS STREET PARTNERSHIP FUND 2007 NON US FUND LP FMV 1,453,294 1,453,294
ADAMS STREET 2008 DIRECT FUND LP FMV 512,459 512,459
ADAMS STREET PARTNERSHIP FUND - 2008 NON-US FUND LP FMV 2,102,870 2,102,870
ADAMS STREET PARTNERSHIP FUND 2008 US FUND LP FMV 2,297,479 2,297,479
ADAMS STREET 2011 US FUND LP FMV 8,844,263 8,844,263
ADAMS STREET CO-INVESTMENT FUND III A LP FMV 4,944,653 4,944,653
AUTHENTIC VENTURES II LP FMV 505,427 505,427
BAIN CAPITAL FUND XII LP FMV 10,450,679 10,450,679
BASE10 ADVANCEMENT INITIATIVE II GP LLC FMV 1,349,163 1,349,163
BROOKFIELD CAPITAL PARTNERS FUND IV FMV 4,423,338 4,423,338
CARRICK CAPITAL PARTNERS FUND III LP FMV 11,390,132 11,390,132
CARRICK CAPITAL PARTNERS FUND IV LP FMV 7,451,360 7,451,360
CB OFFSHORE EQUITY FUND IX LP FMV 5,977,313 5,977,313
CLEARLAKE CAPITAL PARTNERS IV LP FMV 5,070,975 5,070,975
CLEARLAKE CAPITAL PARTNERS V LP FMV 9,309,235 9,309,235
CLEARLAKE CAPITAL PARTNERS VI LP FMV 4,770,657 4,770,657
CLEARLAKE CAPITAL PARTNERS VII LP FMV 5,173,082 5,173,082
CRESSEY AND COMPANY FUND VI LP FMV 5,089,115 5,089,115
DBL PARTNERS IV LP FMV 4,825,426 4,825,426
DUNES POINT CAPITAL II FMV 8,377,172 8,377,172
GEORGIAN PARTNERS GROWTH FUND (INTL) V LP FMV 6,500,716 6,500,716
GEORGIAN GROWTH FUND (INTL) VI LP FMV 3,630,833 3,630,833
GREEN EQUITY INVESTORS VII LP FMV 8,992,392 8,992,392
HARBOURVEST PTNRS VIII-CAYMAN BUYOUT FUND LP FMV 197,215 197,215
HARBOURVEST PTNRS VIII-CAYMAN MEZZANINE AND DISTRESSED DEBT FUND LP FMV 69,860 69,860
HARBOURVEST PTNRS VIII-CAYMAN VENTURE FUND LP FMV 2,787,703 2,787,703
ILLUMEN CAPITAL II LP FMV 383,975 383,975
IMPACT AMERICA FUND III LP FMV 263,256 263,256
INCLUDE VENTURES FUND I LP FMV 1,820,858 1,820,858
KAPOR CAPITAL III LP FMV 1,102,161 1,102,161
LEERINK TRANSFORMATION FUND I LP FMV 5,082,992 5,082,992
LITTLEJOHN FUND VI LP FMV 5,058,227 5,058,227
LONGITUDE VENTURE PARTNERS IV LP FMV 4,221,612 4,221,612
MAC VENTURE CAPITAL 2019 LP FMV 12,696,920 12,696,920
MAC VENTURE CAPITAL II LP FMV 5,821,234 5,821,234
MARLIN EQUITY FUND V-A LP FMV 7,539,323 7,539,323
MARLIN HERITAGE II-A LP FMV 1,561,168 1,561,168
NEW VOICES FUND II LP FMV 4,009,907 4,009,907
RCP FUND VII FEEDER LTD FMV 3,122,645 3,122,645
RED ARTS CAPITAL OPPORTUNITY FUND I LP FMV 2,670,640 2,670,640
RIVERWOOD CAPITAL PARTNERS III LP FMV 6,000,800 6,000,800
RUTHLESS FOR GOOD FUND I LP FMV 138,578 138,578
STEPSTONE VC MICRO III LP FMV 3,601,417 3,601,417
ULU VENTURES FUND III LP FMV 2,085,938 2,085,938
ULU VENTURES FUND IV LP FMV 418,595 418,595
VIDA VENTURES III LP FMV 871,375 871,375
VISTA EQUITY PARTNERS FUND VI FMV 5,793,383 5,793,383
VISTA EQUITY PARTNERS FUND VII FMV 5,226,523 5,226,523
VISTA FOUNDATION FUND IV LP FMV 3,798,386 3,798,386
WINDROSE HEALTH INVESTORS V LP FMV 6,804,327 6,804,327

TY 2023 LandEtcSchedule2
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LEASEHOLD IMPROVEMENTS 100,983 80,134 20,849 20,849
FURNITURE 16,952 16,952 0  
EQUIPMENT 60,921 54,698 6,223 6,223


TY 2023 LegalFeesSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 62,666 26,063 0 36,603


TY 2023 OtherAssetsSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
AMERICAN SOUTH REAL ESTATE FUND 1,377,777 1,515,060 1,515,060
CANARY 250,000 500,000 500,000
VAMOS VENTURES 492,384 557,236 557,236
NOTE RECEIVABLE FROM SELF-HELP VENTURES FUND 942,755 955,717 955,717
NOTE RECEIVABLE FROM MORE PERFECT UNION 258,073 245,025 245,025
NOTE RECEIVABLE FROM NAYA 679,797 647,594 647,594
NOTE RECEIVABLE FROM GENBIOPRO 821,366 781,469 781,469
RIGHT-OF-USE ASSETS 1,004,469 700,990 700,990
EQUITABLE PROSPERITY FUND 0 478,796 478,796
INTEREST & DIVIDENDS RECEIVABLE 0 587,231 587,231


TY 2023 OtherExpensesSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
POSTAGE 4,532 0 0 4,532
DUES & SUBSCRIPTIONS 9,483 0 0 9,483
INSURANCE 55,520 0 0 74,831
BANK FEES 1,261 1,261 0 0
SUPPLIES & EQUIPMENT 153,670 0 0 225,295
TRAINING 139,502 0 0 139,502
TEMPORARY SERVICES 388,193 0 0 388,193
FIDUCIARY EXPENSES 177,777 0 0 177,777
CHARITABLE SPONSORSHIPS AND MEMBERSHIPS 1,323,600 0 0 1,551,100
OTHER CHARITABLE PROGRAM SERVICES 985,032 0 0 985,032
EXPENSES FROM PROGRAM-RELATED INVESTMENTS 0 2,518 0 95,036
PARTNERSHIP INVESTMENT EXPENSES 0 6,467,622 0 0


TY 2023 OtherIncomeSchedule2
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTIES 68 68 0
OTHER INCOME FROM PARTNERSHIP INVESTMENTS   -381,175  
REIMBURSEMENTS 5,000 0 5,000
DEFERRED TAX BENEFIT 215,425 0 0
INCOME FROM PROGRAM-RELATED INVESTMENTS -17,499 62,266 -17,499


TY 2023 OtherIncreasesSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Description Amount
UNREALIZED GAIN ON INVESTMENTS 45,306,357


TY 2023 OtherLiabilitiesSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 2,557,126 2,341,701
OPERATING LEASE LIABILITIES 1,184,163 833,293


TY 2023 OtherProfessionalFeesSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 6,144,467 1,511,995 0 0
CONSULTANTS 837,825 0 0 1,582,446
INFO SYSTEMS SERVICES 11,309 0 0 11,309
COMMUNICATIONS AND EVENT PRODUCTION CONSULTING 743,531 0 0 743,531


TY 2023 TaxesSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PERSONAL PROPERTY TAX 1,053 0 0 1,053
BUSINESS TAXES 1,064 0 0 1,064
EXCISE TAXES - CURRENT 133,692 0 0 0
STATE TAXES 114,064 0 0 5,200
UNRELATED BUSINESS INCOME TAXES 630,000 0 0 0
FOREIGN TAXES 267,924 431,793 0 0