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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
MARGUERITE CASEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)301 UNION STREET 2045
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98111
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$876,630,272J 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) 3,853
2 Check right arrow.............
3 Interest on savings and temporary cash investments 26,363 26,363  
4 Dividends and interest from securities... 14,490,226 17,355,908  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 68,809,429
b Gross sales price for all assets on line 6a 470,142,347
7 Capital gain net income (from Part IV, line 2)... 68,290,883
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
-40,447 -827,462 -550,954
12 Total. Add lines 1 through 11........ 83,289,424 84,845,692 -550,954
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,649,520 275,189 0 1,374,331
14 Other employee salaries and wages...... 3,082,896 18,450 0 2,965,453
15 Pension plans, employee benefits....... 1,125,020 0 0 1,168,704
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
70,104 27,305 0 36,644
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
376,615 101,872 0 230,242
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,934,473 1,793,980 0 2,407,117
17 Interest............... 203 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
480,693 290,815 0 0
19 Depreciation (attach schedule) and depletion... 11,995 0 0
20 Occupancy.............. 386,538 0 0 718,188
21 Travel, conferences, and meetings....... 394,654 0 0 369,652
22 Printing and publications.......... 665 0 0 665
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,201,115 6,697,007 0 2,959,857
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,714,491 9,204,618 0 12,230,853
25 Contributions, gifts, grants paid....... 24,323,773 32,993,061
26 Total expenses and disbursements. Add lines 24 and 25 44,038,264 9,204,618 0 45,223,914
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 39,251,160
b Net investment income (if negative, enter -0-) 75,641,074
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 1,320,003 5,057,334 5,057,334
2 Savings and temporary cash investments......... 17,776,300 16,401,413 16,401,413
3 Accounts receivable right arrow40,785
Less: allowance for doubtful accounts right arrow   16,185 40,785 40,785
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.......... 351,123 332,854 332,854
10a Investments—U.S. and state government obligations (attach schedule) 59,312,890 Click to see attachment
List of Attached Documents:
// Content
68,817,443 		68,817,443
b Investments—corporate stock (attach schedule)....... 377,994,423 Click to see attachment
List of Attached Documents:
// Content
380,236,074 		380,236,074
c Investments—corporate bonds (attach schedule)....... 67,690,125 Click to see attachment
List of Attached Documents:
// Content
58,453,198 		58,453,198
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).......... 325,116,528 Click to see attachment
List of Attached Documents:
// Content
338,793,416 		338,793,416
14 Land, buildings, and equipment: basis right arrow186,545
Less: accumulated depreciation (attach schedule) right arrow163,779 27,072 Click to see attachment
List of Attached Documents:
// Content
22,766 		22,766
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
6,969,118 		Click to see attachment
List of Attached Documents:
// Content
8,474,989 		Click to see attachment
List of Attached Documents:
// Content
8,474,989
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 856,573,767 876,630,272 876,630,272
Liabilities 17 Accounts payable and accrued expenses.......... 883,284 1,100,852
18 Grants payable................. 21,080,893 12,411,605
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
3,174,994 		Click to see attachment
List of Attached Documents:
// Content
2,301,459
23 Total liabilities (add lines 17 through 22)......... 25,139,171 15,813,916
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........... 831,434,596 860,816,356
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)..... 831,434,596 860,816,356
30 Total liabilities and net assets/fund balances (see instructions). 856,573,767 876,630,272
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
831,434,596
2
Enter amount from Part I, line 27a .....................
2
39,251,160
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
870,685,756
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
9,869,400
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
860,816,356
Form 990-PF (2024)
Form 990-PF (2024)
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 2023-01-01 2024-12-31
b DIRECT FOREIGN INVESTMENT P 2023-01-01 2024-12-31
c GAINS REPORTED ON PARTNERSHIP INVESTMENTS P 2023-01-01 2024-12-31
d PROGRAM RELATED INVESTMENTS P 2023-01-01 2024-12-31
e LIQUIDATION OF PARTNERSHIP INVESTMENTS P 2023-01-01 2024-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 406,511,186   350,024,332 56,486,854
b 3,106,829   2,236,025 870,804
c 55,036,621   44,100,645 10,935,976
d     2,751 -2,751
e 1,776,802   1,776,802 0
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       56,486,854
b       870,804
c       10,935,976
d       -2,751
e       0
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 68,290,883
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 1,051,411
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 1,051,411
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 1,051,411
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 834,379
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 350,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,184,379
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 10 132,968
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow132,968 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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, AL, AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WV, WI, WY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? 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 arrow301 UNION STREET 2045SEATTLEWA ZIP+4right arrow98111
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		752,641 64,137 0
301 UNION STREET 2045
SEATTLE,WA98111
DANIEL GOULD VP OF INVESTMENTS & OPERATIONS
40.00 		486,879 81,059 448
301 UNION STREET 2045
SEATTLE,WA98111
IAN FULLER CHAIR
4.00 		40,000 0 3,056
301 UNION STREET 2045
SEATTLE,WA98111
MEGAN MING FRANCIS VICE-CHAIR
3.00 		40,000 0 3,043
301 UNION STREET 2045
SEATTLE,WA98111
ELLIS CARR TREASURER
3.00 		40,000 0 98
301 UNION STREET 2045
SEATTLE,WA98111
RAMI NASHASHIBI SECRETARY
3.00 		40,000 0 0
301 UNION STREET 2045
SEATTLE,WA98111
STACEY ABRAMS DIRECTOR
2.00 		35,000 0 3,521
301 UNION STREET 2045
SEATTLE,WA98111
CHAD BOETTCHER DIRECTOR
3.00 		17,500 0 1,754
301 UNION STREET 2045
SEATTLE,WA98111
JULIAN CASTRO DIRECTOR
2.00 		37,500 0 3,971
301 UNION STREET 2045
SEATTLE,WA98111
JANEEN COMENOTE DIRECTOR
2.00 		40,000 0 0
301 UNION STREET 2045
SEATTLE,WA98111
THOMAS SMITH DIRECTOR
0.50 		10,000 0 502
301 UNION STREET 2045
SEATTLE,WA98111
MARISA FRANCO DIRECTOR
2.00 		35,000 0 6,694
301 UNION STREET 2045
SEATTLE,WA98111
RASHAD ROBINSON DIRECTOR
2.00 		35,000 0 0
301 UNION STREET 2045
SEATTLE,WA98111
JACKIE THOMAS DIRECTOR
3.00 		40,000 0 5,046
301 UNION STREET 2045
SEATTLE,WA98111
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 DIRECTOR OF COMMUNIT
40.00 		310,777 57,976 102
301 UNION STREET 2045
SEATTLE,WA98111
HANNAH NICHOLS CHIEF HUMAN RESOURCE
40.00 		302,848 57,833 0
301 UNION STREET 2045
SEATTLE,WA98111
RICHARD BOSWELL DIRECTOR OF OPERATIO
40.00 		273,399 64,090 1,269
301 UNION STREET 2045
SEATTLE,WA98111
TYLER SALTIEL DIRECTOR OF FINANCE
40.00 		230,786 40,695 0
301 UNION STREET 2045
SEATTLE,WA98111
CHRISTOPHER PETRELLA DIR. OF PHILANTHROPI
40.00 		236,800 33,059 0
301 UNION STREET 2045
SEATTLE,WA98111
Total number of other employees paid over $50,000...................right arrow 12
Form 990-PF (2024)
Form 990-PF (2024)
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 613,967
429 SANTA MONICA BLVD STE 650
SANTA MONICA,CA90401
BRAVA LEADERS LLC EXEC. COACH & STRAT. ADV. 416,078
3756 W AVENUE 40 STE K 302
LOS ANGELES,CA90065
THE BANK OF NEW YORK MELLON INVESTMENT ADVISING 363,770
240 GREENWICH ST
NEW YORK,NY10286
CLARK NUBER PS ACCOUNTING SERVICES 326,090
555 110TH AVE NE SUITE 700
BELLEVUE,WA98004
BEYOND ADVISERS LLC LEGAL SERVICES 239,606
4826 STANLEY AVE
DOWNERS GROVE,IL60515
Total number of others receiving over $50,000 for professional services.............right arrow7
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 RSE HOLDINGS GROUP: RSE HOLDINGS GROUP IS A PUBLIC BENEFIT CORPORATION ORGANIZED TO GENERATE WEALTH-BUILDING BUSINESSES AND INCREASE CIVIC ENGAGEMENT AND COMMUNITY EMPOWERMENT IN THE SOUTH. 1,500,000
2 IMPACTASSETS INC: LOAN TO A DESIGNATED FUND OF IMPACTASSETS TO DEMONSTRATE THE POTENTIAL OF THE CREATIVE ECONOMY TO DELIVER MARKET-RATE FINANCIAL RETURNS, AND ELEVATE THE ROLE THE CREATIVE ECONOMY CAN PLAY IN ADVANCING IMPACT GOALS. 1,000,000
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
873,315
Total. Add lines 1 through 3.........................right arrow3,373,315
Form 990-PF (2024)
Form 990-PF (2024)
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
521,034,224
b
Average of monthly cash balances.......................
1b
17,767,580
c
Fair market value of all other assets (see instructions)................
1c
327,210,515
d
Total (add lines 1a, b, and c).........................
1d
866,012,319
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
866,012,319
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,990,185
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
853,022,134
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
42,651,107
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
42,651,107
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,051,411
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
185,112
c
Add lines 2a and 2b............................
2c
1,236,523
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
41,414,584
4
Recoveries of amounts treated as qualifying distributions................
4
296,842
5
Add lines 3 and 4............................
5
41,711,426
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
41,711,426
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
45,223,914
b
Program-related investments—total from Part VIII-B..................
1b
3,373,315
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
7,689
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
48,604,918
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 41,711,426
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 7,311,712
d From 2022...... 15,015,561
e From 2023...... 6,824,544
f Total of lines 3a through e ........ 29,151,817
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 48,604,918
a Applied to 2023, 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 2024 distributable amount..... 41,711,426
e Remaining amount distributed out of corpus 6,893,492
5 Excess distributions carryover applied to 2024. 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 36,045,309
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		3,853
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		36,041,456
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 7,307,859
c Excess from 2022.... 15,015,561
d Excess from 2023.... 6,824,544
e Excess from 2024.... 6,893,492
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

A NEW ERA OF PHILANTHROPY BOOK PROJECT

1825 K STREET NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 15,000

ACCION OPPORTUNITY FUND COMMUNITY DEVELOPMENT

111 W ST JOHN ST
SAN JOSE,CA95113 		  PC GENERAL OPERATING SUPPORT 50,000

ADDITION COLLECTIVE

PO BOX 889385
LOS ANGELES,CA900889385 		  PC COMMUNITY ORGANIZING 100,000

ADDITION COLLECTIVE

PO BOX 889385
LOS ANGELES,CA900889385 		  PC COMMUNITY ORGANIZING 51,000

AFTERGLOW CLIMATE JUSTICE FUND

1536 WYNKOOP ST
DENVER,CO802021130 		  PC ECONOMIC JUSTICE 250,000

AI4ABOLITION

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		  PC ADVOCACY 10,000

ALABAMA COALITION FOR IMMIGRANT JUSTICE UNITED

1826 6TH AVENUE S
IRONDALE,AL35210 		  PC GENERAL OPERATING SUPPORT 132,600

AMERICAN ASSOCIATION OF BLACKS IN HIGHER EDUCATION

1717 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 15,000

AMERICAN ASSOCIATION OF BLACKS IN HIGHER EDUCATION

1717 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 20,000

AMERICAN NEAR EAST REFUGEE AID INC

1111 14TH ST NW
WASHINGTON,DC200055622 		  PC GENERAL OPERATING SUPPORT 517

AMERICAN NEAR EAST REFUGEE AID INC

1111 14TH ST NW
WASHINGTON,DC200055622 		  PC GENERAL OPERATING SUPPORT 207

APOLLO ELEMENTARY PTA

15025 SE 117TH ST
RENTON,WA98059 		  PC GENERAL OPERATING SUPPORT 600

ARIZONA CENTER FOR EMPOWERMENT

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

ASPEN INSTITUTE

2300 N STREET NW 700
WASHINGTON,DC200371122 		  PC GENERAL OPERATING SUPPORT 10,000

ASPIRING TEXAS LATINOS ACHIEVING SUCCEEDING TOGETHER

2309 NORTH RIDGE RD
MCKINNEY,TX75072 		  PC GENERAL OPERATING SUPPORT 10,000

ASSOCIACION DE MEXICANOS EN CAROLINA DEL NORTE AMERXCAN

1410 EVANS ST
GREENVILLE,NC27834 		  PC GENERAL OPERATING SUPPORT 15,000

B LAB COMPANY

PO BOX 37635
PHILADELPHIA,PA191010635 		  PC GENERAL OPERATING SUPPORT 150,000

BAMA KIDS

PO BOX 212
CAMDEN,AL367260212 		  PC GENERAL OPERATING SUPPORT 10,000

BELOVED COMMUNITY CENTER OF GREENSBORO INC

PO BOX 875
GREENSBORO,NC27402 		  PC GENERAL OPERATING SUPPORT 15,000

BERKELEY ATHLETIC FUND

PO BOX 11525
BERKELEY,CA94712 		  PC LEADERSHIP DEVELOPMENT 319

BLACK BAR MITZVAH

450 N ROXBURY DR 8TH FLOOR
BEVERLY HILLS,CA902104231 		  NC ADVOCACY 125,000

BLACK LEADERS ORGANIZING FOR COMMUNITIES EDUCATION FUND

PO BOX 889389
LOS ANGELES,CA900889389 		  PC COMMUNITY ORGANIZING 500,000

BLD PWR

5680 HIGHWAY 6
MISSOURI CITY,TX774594188 		  PC GENERAL OPERATING SUPPORT 200,000

BOOKMARKS

634 W 4TH ST 110
WINSTONSALEM,NC27101 		  PC GENERAL OPERATING SUPPORT 30,000

BOOKMARKS

634 W 4TH ST 110
WINSTONSALEM,NC27101 		  PC GENERAL OPERATING SUPPORT 20,000

BOOKMARKS

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

BROOKINGS INSTITUTION

1775 MASSACHUSETTS AVE NW
WASHINGTON,DC200362103 		  PC GENERAL OPERATING SUPPORT 50,000

BROWN ISSUES

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		  PC LEADERSHIP DEVELOPMENT 50,000

BUILDING YOUTH TOMORROW TODAY

6377 W ACACIA AVE
FRESNO,CA937238943 		  PC GENERAL OPERATING SUPPORT 20,000

BUILDUS

1825 K STREET NW
WASHINGTON,DC20006 		  PC ADVOCACY 1,500,000

CANARY IMPACT LAB

5 UNION SQUARE E 1067
NEW YORK,NY10003 		  PC GENERAL OPERATING SUPPORT 200,000

CARNEGIE INSTITUTE

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

CASITA COALITION

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

CENTER FOR ECONOMIC RESEARCH AND SOCIAL CHANGE

800 W BUENA AVE
CHICAGO,IL606136230 		  PC GENERAL OPERATING SUPPORT 26,000

CENTER FOR ECONOMIC RESEARCH AND SOCIAL CHANGE

800 W BUENA AVE
CHICAGO,IL606136230 		  PC GENERAL OPERATING SUPPORT 15,000

CENTER FOR ECONOMIC RESEARCH AND SOCIAL CHANGE

800 W BUENA AVE
CHICAGO,IL606136230 		  PC EDUCATION 156,000

CENTER FOR ECONOMIC RESEARCH AND SOCIAL CHANGE

800 W BUENA AVE
CHICAGO,IL606136230 		  PC GENERAL OPERATING SUPPORT 25,000

CENTER FOR ECONOMIC RESEARCH AND SOCIAL CHANGE

800 W BUENA AVE
CHICAGO,IL606136230 		  PC GENERAL OPERATING SUPPORT 74,000

CENTER ON RACE AND DIGITAL JUSTICE

3439 SE HAWTHORNE BLVD
PORTLAND,OR972145048 		  PC EDUCATION 50,000

CENTRO POR LA JUSTICIA

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

CHANGE LABS

PO BOX 1698
TUBA CITY,AZ86045 		  PC GENERAL OPERATING SUPPORT 375,000

COLOROFCHANGEORG EDUCATION FUND

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

COMMON JUSTICE

PO BOX 25131
BROOKLYN,NY11202 		  PC GENERAL OPERATING SUPPORT 10,000

COMMUNITIES UNITED

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

CONGREGATIONS ORGANIZED FOR PROPHETIC ENGAGEMENT (COPE)

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

CONGRESSIONAL HISPANIC CAUCUS INSTITUTE INC

1128 16TH ST NW
WASHINGTON,DC200364802 		  PC GENERAL OPERATING SUPPORT 50,000

CREATIVE JUSTICE

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

DAMAYAN MIGRANT WORKERS ASSOCIATION

406 W 40TH ST
NEW YORK,NY10018 		  PC GENERAL OPERATING SUPPORT 15,000
DANIEL MARTINEZ HOSANG


320 YORK ST
NEW HAVEN,CT065113627 		NONE I 2024 FREEDOM SCHOLAR AWARD 250,000

DARRYL CHAPPELL FOUNDATION

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

DATABLE APP INC

1410 FRANKLIN ST
SAN FRANCISCO,CA94109 		  PC ECONOMIC JUSTICE 20,000

DEBT COLLECTIVE

40 WEST 37TH STREET
NEW YORK,NY10018 		  PC ECONOMIC JUSTICE 350,000

DEEP SOUTH TODAY

750 WOODLANDS PARKWAY SUITE 100
RIDGELAND,MS39157 		  PC GENERAL OPERATING SUPPORT 20,000

DELIVERING FOR AMERICA

PO BOX 65826
WASHINGTON,DC20035 		  PC ADVOCACY 150,000

DEMOCRACY IN ACTION

PO BOX 6452
NEW ORLEANS,LA70174 		  PC GENERAL OPERATING SUPPORT 15,000

DOWNTOWN WINSTON-SALEM COMMUNITY CINEMA DBA APERTURE CINEMA

311 W 4TH ST
WINSTONSALEM,NC27101 		  PC GENERAL OPERATING SUPPORT 35,000

DR HUEY P NEWTON FOUNDATION

1431 WEST ST
OAKLAND,CA946121049 		  PC GENERAL OPERATING SUPPORT 15,000

DREAM DEFENDERS

PO BOX 889385
LOS ANGELES,CA900889385 		  PC COMMUNITY ORGANIZING 416,750

EMERALD CITIES COLLABORATIVE

1660 L STREET NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 200,000

ENVIRONMENTAL INTEGRITY PROJECT

1000 VERMONT AVE NW
WASHINGTON,DC200054903 		  PC GENERAL OPERATING SUPPORT 20,000

EPICWORKS BUILDING RESILIENT ORGANIZATIONS

1825 K STREET NW
WASHINGTON,DC20006 		  PC EDUCATION 200,000

EQUITY AND TRANSFORMATION

10 WEST 35TH STREET
CHICAGO,IL60616 		  PC GENERAL OPERATING SUPPORT 330,000

FAIR COUNT

PO BOX 170382
ATLANTA,GA30317 		  PC GENERAL OPERATING SUPPORT 50,000

FAIR FOOD NETWORK

1442 BRUSH ST
DETROIT,MI48226 		  PC GENERAL OPERATING SUPPORT 350,000

FAMILIAS UNIDAS GANANDO ACCESIBILIDAD

2238 EAST GINTER ROAD
TUCSON,AZ857065806 		  PC ADVOCACY 30,000

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

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

FEED BUFFALO

465 MASSACHUSETTS AVE
BUFFALO,NY14213 		  PC GENERAL OPERATING SUPPORT 10,000

FEEDING AVERY FAMILIES

189 OLD VALE RD
NEWLAND,NC28657 		  PC GENERAL OPERATING SUPPORT 200

FEEDING AVERY FAMILIES

189 OLD VALE RD
NEWLAND,NC28657 		  PC GENERAL OPERATING SUPPORT 700

FINANCIAL SERVICES STAKEHOLDER PROJECT NFP

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

FIRELANDS WORKERS UNITED

PO BOX 30669
SEATTLE,WA98103 		  PC COMMUNITY ORGANIZING 353,200

FLORIDA IMMIGRANT COALITION

561 NE 79TH STREET
MIAMI,FL33138 		  PC GENERAL OPERATING SUPPORT 500,000

FLORIDA RIGHTS RESTORATION COALITION

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

FLORIDA RISING TOGETHER

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

FOOT SOLDIERS PARK

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

FORSYTH TECHNICAL COMMUNITY COLLEGE FOUNDATION INC

2100 SILAS CREEK PKWY
WINSTONSALEM,NC27103 		  PC GENERAL OPERATING SUPPORT 50,000

FREEDOM INC

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

FUERZA UNIDA

710 NEW LAREDO HWY
SAN ANTONIO,TX782111932 		  PC GENERAL OPERATING SUPPORT 10,000

FULL SPECTRUM LABS

1625 CLAY ST
OAKLAND,CA946121562 		  PC ECONOMIC JUSTICE 250,000

GAZA SCHOLARSHIP INITIATIVE FOR DISPLACED STUDENTS

2651 SAULINO CT
DEARBORN,MI48120 		  PC LEADERSHIP DEVELOPMENT 15,000

GEORGIA LATINO ALLIANCE FOR HUMAN RIGHTS

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

GOT GREEN

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

GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS (GEO)

1310 L STREET NW 650
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 25,000

GRASSROOTS LEADERSHIP

PO BOX 143773
AUSTIN,TX787143773 		  PC GENERAL OPERATING SUPPORT 206,250

GROUNDWORK FUND

1825 K STREET NW
WASHINGTON,DC20006 		  PC COMMUNITY ORGANIZING 50,000

HARTFORD DEPORTATION DEFENSE

142 TEMPLE ST
NEW HAVEN,CT065102600 		  PC ADVOCACY 15,000

HISPANIC LEAGUE

114 W 30TH STREET
WINSTONSALEM,NC27105 		  PC GENERAL OPERATING SUPPORT 25,000

HUMANE SOCIETY FOR SEATTLE - KING COUNTY

13212 SE EASTGATE WAY
BELLEVUE,WA98005 		  PC GENERAL OPERATING SUPPORT 300

ICA FUND

2044 FRANKLIN ST
OAKLAND,CA90032 		  PC GENERAL OPERATING SUPPORT 250,000

IFF

333 S WABASH AVE
CHICAGO,IL606044107 		  PC GENERAL OPERATING SUPPORT 250,000

IMPACT EXPERIENCE INSTITUTE

2323 BROADWAY
OAKLAND,CA94612 		  PC GENERAL OPERATING SUPPORT 50,000

IMPACT FINANCE CENTER

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

IMPACT GUILD INC

446 S RODEO DRIVE
BEVERLY HILLS,CA90212 		  PC GENERAL OPERATING SUPPORT 60,000

INDUSTRIAL COMMONS

647 HOPEWELL RD
MORGANTON,NC286558267 		  PC GENERAL OPERATING SUPPORT 350,000

INNER-CITY MUSLIM ACTION NETWORK

2745 W 63RD ST
CHICAGO,IL60629 		  PC GENERAL OPERATING SUPPORT 15,000

INNER-CITY MUSLIM ACTION NETWORK

2745 W 63RD ST
CHICAGO,IL60629 		  PC GENERAL OPERATING SUPPORT 30,000

INTERFAITH PEACE-BUILDERS

PO BOX 73798
WASHINGTON,DC20056 		  PC GENERAL OPERATING SUPPORT 10,000

INTERRUPTING CRIMINALIZATION

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		  PC EDUCATION 15,000

JUST FUTURES IMPACT

6218 GEORGIA AVE NW
WASHINGTON,DC200115125 		  PC GENERAL OPERATING SUPPORT 125,000

JUSTICE CATALYST ACCESS FUND INC

937 BELMONT AVE
CHARLOTTESVILLE,VA229025905 		  PC GENERAL OPERATING SUPPORT 500,000

KAPPA COMMUNITY DEVELOPMENT FOUNDATION

PO BOX 838
COLLEGE PARK,MD20741 		  PC GENERAL OPERATING SUPPORT 10,000
KAZI SABEEL A RAHMAN


230 ASHLAND PL
BROOKLYN,NY112171137 		NONE I 2024 FREEDOM SCHOLAR AWARD 250,000

KC TENANTS

620 EAST ARMOUR BOULEVARD
KANSAS CITY,MO64109 		  PC GENERAL OPERATING SUPPORT 474,300

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

KINSTON TEENS

327 N QUEEN ST
KINSTON,NC285014984 		  PC GENERAL OPERATING SUPPORT 15,000

KIOO PROJECT

242 E 25TH ST NO 7B
NEW YORK,NY100103146 		  PC GENERAL OPERATING SUPPORT 1,000

LATINO COMMUNITY FOUNDATION

235 MONTGOMERY STREET SUITE 1160
SAN FRANCISCO,CA94104 		  PC GENERAL OPERATING SUPPORT 30,000

LATINO COMMUNITY FOUNDATION

235 MONTGOMERY STREET SUITE 1160
SAN FRANCISCO,CA94104 		  PC GENERAL OPERATING SUPPORT 300,000

LATINO COMMUNITY FOUNDATION

235 MONTGOMERY STREET SUITE 1160
SAN FRANCISCO,CA94104 		  PC GENERAL OPERATING SUPPORT 50,000

LEADERS IGNITING TRANSFORMATION EDUCATION FUND

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

LIBERATION VENTURES

1438 WEBSTER ST
OAKLAND,CA946123206 		  PC GENERAL OPERATING SUPPORT 25,000

LIBERATION VENTURES

1438 WEBSTER ST
OAKLAND,CA946123206 		  PC GENERAL OPERATING SUPPORT 1,575

LOOK2JUSTICE

3009 N 10TH ST
TACOMA,WA984066301 		  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

MAESTRA

55 WASHINGTON ST SUITE 300
BROOKLYN,NY11201 		  PC ADVOCACY 25,000

MAINE PEOPLE'S RESOURCE CENTER

565 CONGRESS STREET SUITE 200
PORTLAND,ME04101 		  PC GENERAL OPERATING SUPPORT 400,000

MAMAS COLLECTIVE

4300 N CALIFORNIA AVE
CHICAGO,IL60618 		  PC COMMUNITY ORGANIZING 15,000

MARTHA'S TABLE

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

MIJENTE SUPPORT COMMITTEE

734 W POLK STREET
PHOENIX,AZ85007 		  PC GENERAL OPERATING SUPPORT 250,000

MORE PERFECT UNION FOUNDATION

PO BOX 8147
ALEXANDRIA,VA22306 		  PC GENERAL OPERATING SUPPORT 150,000

MORE PERFECT UNION FOUNDATION

PO BOX 8147
ALEXANDRIA,VA22306 		  PC GENERAL OPERATING SUPPORT 500,000

MORE PERFECT UNION FOUNDATION

PO BOX 8147
ALEXANDRIA,VA22306 		  PC GENERAL OPERATING SUPPORT 35,000

MORE PERFECT UNION FOUNDATION

PO BOX 8147
ALEXANDRIA,VA22306 		  PC GENERAL OPERATING SUPPORT 15,000

MUSLIM ADVOCATES

PO BOX 34440
WASHINGTON,DC20043 		  PC GENERAL OPERATING SUPPORT 15,000

MUSLIM WELLNESS FOUNDATION

21 S 11TH STREET
PHILADELPHIA,PA19107 		  PC GENERAL OPERATING SUPPORT 25,000
NADINE NABER


601 S MORGAN ST
CHICAGO,IL60607 		NONE I 2024 FREEDOM SCHOLAR AWARD 250,000

NAEVA

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


ROSS-BLAKLEY HALL 341 PO BOX 871401
TEMPE,AZ852871401 		NONE I 2024 FREEDOM SCHOLAR AWARD 250,000

NATIONAL BOOK FOUNDATION

90 BROAD ST
NEW YORK,NY10004 		  PC GENERAL OPERATING SUPPORT 100,000

NATIVE AMERICANS IN PHILANTHROPY

1140 3RD STREET NE 2ND FLOOR
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 20,000

NATIVE ARTS AND CULTURES FOUNDATION

1020 SE 7TH AVE
PORTLAND,OR972142387 		  PC GENERAL OPERATING SUPPORT 20,000

NDN COLLECTIVE

408 KNOLLWOOD DR
RAPID CITY,SD577012837 		  PC GENERAL OPERATING SUPPORT 50,000

NISKANEN CENTER

1201 NEW YORK AVE NW
WASHINGTON,DC200021618 		  PC GENERAL OPERATING SUPPORT 50,000

ODMH URBAN RENEWAL LLC

1536 WYNKOOP ST
DENVER,CO802021130 		  PC ECONOMIC JUSTICE 25,000

OL EDUCATION FUND

344 4TH STREET SW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 250,000

OMOWALE PROJECT INC

65 BURNSIDE DR
HASTINGSONHUDSON,NY107063002 		  PC GENERAL OPERATING SUPPORT 100,000

ONE DC

PO BOX 26049
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT 8,000

ORGANIZING NEIGHBORHOODS FOR EQUALITY NORTHSIDE

4750 N SHERIDAN RD
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

PASHKO

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

PAY OUR INTERNS

1001 PENNSYLVANIA AVENUE NW
WASHINGTON,DC200042505 		  PC GENERAL OPERATING SUPPORT 200

PEOPLE FIRST OF WASHINGTON

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

PEOPLE'S BUDGET BIRMINGHAM

1907 5TH STREET S
BIRMINGHAM,AL35205 		  PC COMMUNITY ORGANIZING 400,000

PEOPLE'S LOBBY EDUCATION INSTITUTE

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

PHOENIX INDIAN CENTER

4041 N CENTRAL AVE
PHOENIX,AZ850123314 		  PC GENERAL OPERATING SUPPORT 40,000

PIVOT PATH

1565B E TRINITY BLVD
MONTGOMERY,AL361062923 		  PC GENERAL OPERATING SUPPORT 10,000

POWER COALITION FOR EQUITY AND JUSTICE

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

PRISON AND NEIGHBORHOOD ARTS-EDUCATION PROJECT

800 W BUENA AVE
CHICAGO,IL606131612 		  PC GENERAL OPERATING SUPPORT 5,000

PRISON AND NEIGHBORHOOD ARTS-EDUCATION PROJECT

800 W BUENA AVE
CHICAGO,IL606131612 		  PC GENERAL OPERATING SUPPORT 10,000

PUENTE HUMAN RIGHTS MOVEMENT

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

REDF IMPACT INVESTING FUND

801 S GRAND AVE
LOS ANGELES,CA90014 		  PC GENERAL OPERATING SUPPORT 250,000

REGENERACIN

2238 EAST GINTER ROAD
TUCSON,AZ857065806 		  PC LEADERSHIP DEVELOPMENT 20,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY

1995 UNIVERSITY AVE
BERKELEY,CA947041070 		  GOV LEADERSHIP DEVELOPMENT 25,000

RURAL PEOPLE'S PLATFORM

PO BOX 1452
WINTHROP,WA98862 		  PC GENERAL OPERATING SUPPORT 22,500

SAN FRANCISCO AIDS FOUNDATION

1035 MARKET ST
SAN FRANCISCO,CA941031600 		  PC EDUCATION 780

SAN JOSE PUBLIC LIBRARY FOUNDATION

PO BOX 611540
SAN JOSE,CA95161 		  PC GENERAL OPERATING SUPPORT 25,000

SCHOLARS FOR SOCIAL JUSTICE

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

SCHOTT FOUNDATION FOR PUBLIC EDUCATION

ONE MIFFLIN PLACE
CAMBRIDGE,MA02138 		  PC GENERAL OPERATING SUPPORT 50,000

SEATTLE ARTS AND LECTURES

340 15TH AVE E
SEATTLE,WA98112 		  PC GENERAL OPERATING SUPPORT 250,000

SEATTLE ARTS AND LECTURES

340 15TH AVE E
SEATTLE,WA98112 		  PC GENERAL OPERATING SUPPORT 664

SOLUTIONS NOT PUNISHMENT COLLABORATIVE

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

SOMOS SIEMBRA

801 NEW GARDEN RD
GREENSBORO,NC27410 		  PC GENERAL OPERATING SUPPORT 200,000

SOMOS UN PUEBLO UNIDO

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

SOMOS VOTANTES EDUCATION FUND

114 N MAIN STREET
CONCORD,NH03301 		  PC COMMUNITY ORGANIZING 30,000

SOUTHERNERS ON NEW GROUND

1201 WEST PEACHTREE STREET SUITE
2300
ATLANTA,GA30309 		  PC GENERAL OPERATING SUPPORT 418,750

SOUTHERNERS ON NEW GROUND

1201 WEST PEACHTREE STREET SUITE
2300
ATLANTA,GA30309 		  PC GENERAL OPERATING SUPPORT 50,000

SOUTHSIDERS ORGANIZED FOR UNITY AND LIBERATION

11211 SOUTH ST LAWRENCE STREET
CHICAGO,IL60627 		  PC GENERAL OPERATING SUPPORT 268,000

SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION

1216 DAWSON ROAD
ALBANY,GA31707 		  PC GENERAL OPERATING SUPPORT 400,500

SOWEGA RISING

521 W 3RD AVE
ALBANY,GA31701 		  PC GENERAL OPERATING SUPPORT 98,750

STATE DEMOCRACY DEFENDERS FUND

114 N MAIN STREET
CONCORD,NH03301 		  PC ADVOCACY 350,000

STATEWIDE ORGANIZING FOR COMMUNITY EMPOWERMENT RESOURCE PROJECT

P O BOX 12667
KNOXVILLE,TN37912 		  PC GENERAL OPERATING SUPPORT 80,000

STUDENT TUTORING & ENRICHMENT PROGRAM

120 OLD LETOHATCHEE RD
HAYNEVILLE,AL360402740 		  PC GENERAL OPERATING SUPPORT 10,000

SUNNYSIDE UNIFIED SCHOOL DISTRICT FOUNDATION INC

2238 EAST GINTER ROAD
TUCSON,AZ857065806 		  PC ECONOMIC JUSTICE 10,000

SURGE NORTHWEST

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

SV ARCHIVE DBA SCARECROW VIDEO

5030 ROOSEVELT WAY NE
SEATTLE,WA98105 		  PC GENERAL OPERATING SUPPORT 618

SV ARCHIVE DBA SCARECROW VIDEO

5030 ROOSEVELT WAY NE
SEATTLE,WA98105 		  PC GENERAL OPERATING SUPPORT 400

TENANT UNION FEDERATION

90 NEW MONTGOMERY ST- SUITE 1015
SAN FRANCISCO,CA941053468 		  PC ECONOMIC JUSTICE 35,000

TENANT UNION FEDERATION

90 NEW MONTGOMERY ST- SUITE 1015
SAN FRANCISCO,CA941053468 		  PC ECONOMIC JUSTICE 300,000

TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION (TIRRC)

3310 EZELL RD
NASHVILLE,TN37211 		  PC GENERAL OPERATING SUPPORT 900,000

TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION (TIRRC)

3310 EZELL RD
NASHVILLE,TN37211 		  PC GENERAL OPERATING SUPPORT 50,000

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 BLOC LOVE FOUNDATION

990 DUTTON AVE
SAN LEANDRO,CA945772157 		  PC GENERAL OPERATING SUPPORT 20,000

THE HANA CENTER

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

THE HIGHLAND PROJECT

71 W 85TH ST
NEW YORK,NY100244115 		  PC GENERAL OPERATING SUPPORT 10,000

THE INTERCEPT MEDIA INC

15 WEST 38TH STREET UNIT 636
NEW YORK,NY100089201 		  PC GENERAL OPERATING SUPPORT 1,200

THE LAUNDROMAT PROJECT INC

1476 FULTON STREET
BROOKLYN,NY11216 		  PC GENERAL OPERATING SUPPORT 15,600

THE SHOCKOE FOUNDATION

1717 E CARY ST
RICHMOND,VA23223 		  PC EDUCATION 150,000

THE WINSTON-SALEM FOUNDATION

751 W FOURTH STREET
WINSTONSALEM,NC27101 		  PC GENERAL OPERATING SUPPORT 25,000

TOWN OF FORT DEPOSIT

751 EDGEWOOD DRIVE
FORT DEPOSIT,AL36032 		  GOV GENERAL OPERATING SUPPORT 10,000

TRIAD CULTURAL ARTS INC

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

TRINITY COLLEGE

300 SUMMIT ST
HARTFORD,CT06106 		  PC COMMUNITY ORGANIZING 150,000

TRUST NEIGHBORHOODS

1737 WALNUT ST
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 350,000

UNEMPLOYED WORKERS UNITED

CLASI 77 SANDS ST 6
BROOKLYN,NY11201 		  PC COMMUNITY ORGANIZING 500,000

UNITED TODAY STRONGER TOMORROW

1536 U ST NW
WASHINGTON,DC20009 		  PC LEADERSHIP DEVELOPMENT 200,000

UNIVERSITY OF VERMONT HEALTH NETWORK HOME HEALTH & HOSPICE

1110 PRIM ROAD
COLCHESTER,VT054466403 		  PC ECONOMIC JUSTICE 1,998

VC INCLUDE

PO BOX 889385
LOS ANGELES,CA900889385 		  PC ECONOMIC JUSTICE 150,000

VILLAGE ACADEMIES

35 W 124TH ST
NEW YORK,NY100275634 		  PC GENERAL OPERATING SUPPORT 7,500

WASHINGTON COMMUNITY ACTION NETWORK EDUCATION AND RESEARCH FUND (WASHINGTON

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

WASHINGTON IMMIGRANT SOLIDARITY NETWORK

2420 4TH AVE S
SEATTLE,WA98134 		  PC LEADERSHIP DEVELOPMENT 223,000

WE ARE DOWN HOME

PO BOX 10671
GREENSBORO,NC27404 		  PC GENERAL OPERATING SUPPORT 50,000

WE ARE DOWN HOME

PO BOX 10671
GREENSBORO,NC27404 		  PC GENERAL OPERATING SUPPORT 250,000

WORKERS LAB

1111 BROADWAY
OAKLAND,CA94607 		  PC GENERAL OPERATING SUPPORT 150,000

WORKMONEY FOUNDATION INC

790 N MILWAUKEE ST
MILWAUKEE,WI53202 		  PC GENERAL OPERATING SUPPORT 350,000

WORKSHOP

1536 U ST NW
WASHINGTON,DC20009 		  PC LEADERSHIP DEVELOPMENT 155,209

WORKSHOP

1536 U ST NW
WASHINGTON,DC20009 		  PC LEADERSHIP DEVELOPMENT 150,000

WORKSHOP

1536 U ST NW
WASHINGTON,DC20009 		  PC LEADERSHIP DEVELOPMENT 144,791
Total .................................right arrow 3a 32,993,061
bApproved for future payment

AMALGAMATED CHARITABLE FOUNDATION
1825 K STREET NW
WASHINGTON,DC20006 		  PC ADVOCACY 1,500,000

CHANGE LABS
PO BOX 1698
TUBA CITY,AZ86045 		  PC GENERAL OPERATING SUPPORT 375,000

EQUITY AND TRANSFORMATION
10 WEST 35TH STREET
CHICAGO,IL60616 		  PC GENERAL OPERATING SUPPORT 330,000

FAIR FOOD NETWORK
1442 BRUSH ST
DETROIT,MI48226 		  PC GENERAL OPERATING SUPPORT 350,000

ICA FUND
2044 FRANKLIN ST
OAKLAND,CA90032 		  PC GENERAL OPERATING SUPPORT 250,000

IFF
333 S WABASH AVE
CHICAGO,IL606044107 		  PC GENERAL OPERATING SUPPORT 250,000

INDUSTRIAL COMMONS
647 HOPEWELL RD
MORGANTON,NC286558267 		  PC GENERAL OPERATING SUPPORT 350,000

JUSTICE CATALYST ACCESS FUND INC
937 BELMONT AVE
CHARLOTTESVILLE,VA229025905 		  PC GENERAL OPERATING SUPPORT 500,000

KC TENANTS
620 EAST ARMOUR BOULEVARD
KANSAS CITY,MO64109 		  PC GENERAL OPERATING SUPPORT 263,500

KC TENANTS
620 EAST ARMOUR BOULEVARD
KANSAS CITY,MO64109 		  PC GENERAL OPERATING SUPPORT 158,100

KC TENANTS
620 EAST ARMOUR BOULEVARD
KANSAS CITY,MO64109 		  PC GENERAL OPERATING SUPPORT 158,100

MOVEMENT STRATEGY CENTER
1625 CLAY ST
OAKLAND,CA946121562 		  PC ECONOMIC JUSTICE 250,000

REDF IMPACT INVESTING FUND
801 S GRAND AVE
LOS ANGELES,CA90014 		  PC GENERAL OPERATING SUPPORT 250,000

SEATTLE ARTS AND LECTURES
340 15TH AVE E
SEATTLE,WA98112 		  PC GENERAL OPERATING SUPPORT 250,000

SOUTHSIDERS ORGANIZED FOR UNITY AND LIBERATION
11211 SOUTH ST LAWRENCE STREET
CHICAGO,IL60627 		  PC GENERAL OPERATING SUPPORT 268,000

STATEWIDE ORGANIZING FOR COMMUNITY EMPOWERMENT RESOURCE PROJECT
P O BOX 12667
KNOXVILLE,TN37912 		  PC GENERAL OPERATING SUPPORT 80,000

TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION (TIRRC)
3310 EZELL RD
NASHVILLE,TN37211 		  PC GENERAL OPERATING SUPPORT 300,000

TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION (TIRRC)
3310 EZELL RD
NASHVILLE,TN37211 		  PC GENERAL OPERATING SUPPORT 300,000

TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION (TIRRC)
3310 EZELL RD
NASHVILLE,TN37211 		  PC GENERAL OPERATING SUPPORT 500,000

TIDES CENTER
PO BOX 889385
LOS ANGELES,CA900889385 		  PC LEADERSHIP DEVELOPMENT 25,000

TRUST NEIGHBORHOODS
1737 WALNUT ST
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 350,000
Total ................................. right arrow 3b 7,057,700
Form 990-PF (2024)
Form 990-PF (2024)
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 26,363  
4 Dividends and interest from securities ....     14 14,490,226  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 68,809,429  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aDEFERRED TAX BENEFIT 		    01 509,714  
bPRI INCOME         -550,954
cIRS REFUND     01 406  
dREFUNDS         387
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 83,836,138 -550,567
13Total. Add line 12, columns (b), (d), and (e)..................
13
83,285,571
(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.)
11B INCOME FROM PROGRAM-RELATED INVESTMENTS
11D RETURN OF PRIOR PERIOD QUALIFYING DISTRIBUTIONS
Form 990-PF (2024)
Form 990-PF (2024)
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) 7,865 MARGUERITE CASEY ACTION FUND REIMBURSEMENT FOR COST OF SHARED SERVICES.
1b(5) 5,875 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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND AUDITING FEES 376,615 101,872 0 230,242

TY 2024 AllOthProgRltdInvestmentsSch
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Category Amount
THE MODEL Z MODULAR, LLC: MODEL Z IS A MISSION-DRIVEN LLC WORKING TO DEVELOP A NEW MODEL OF AFFORDABLE HOUSING. 500,000
VAMOSVENTURES FUND: VAMOSVENTURES IS A VENTURE CAPITAL FUND THAT PROVIDES CAPITAL AND PARTNERSHIP TO EARLY-STAGE TEAMS SOLVING REAL PROBLEMS THROUGH SCALABLE, TECH-DRIVEN COMPANIES. 200,000
EQUITABLE PROSPERITY FUND: THE EQUITABLE PROSPERITY FUND IS A GROWTH STAGE IMPACT INVESTMENT FUND DESIGNED TO FILL THE CAPITAL GAP TO PROPEL COMMUNITY-CENTRIC ENTERPRISES TO SCALE AND CREATE MEASURABLE IMPACT. 141,015
AMERICAN SOUTH REAL ESTATE FUND: THE AMERICAN SOUTH REAL ESTATE FUND INVESTS IN REAL ESTATE PROJECTS IN 10 SOUTHERN STATES TO CREATE WORKFORCE HOUSING AND JOBS THAT WILL BENEFIT LOW-INCOME COMMUNITIES. 32,300

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

TY 2024 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 2,020,727 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. 2,020,727 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, 4/18/25   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 		2020-12-18 900,000 VAMOSVENTURES IS A VENTURE CAPITAL PRI INVESTMENT THAT INVESTS IN EARLY-STAGE, TECH-ENABLED COMPANIES DISMANTLING INEQUITIES ACROSS HEALTHCARE, WEALTH CREATION, FUTURE OF INCOME, AND CLIMATE CHANGE. 900,000 NO KNOWN DIVERSION OF ANY PORTION OF THE PRI FUNDS. 5/14/22, 5/12/23, 5/29/24, 4/30/25   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, 9/22/25   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, 08/08/25   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 		2023-10-02 250,000 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. 250,000 NO KNOWN DIVERSION OF ANY PORTION OF THE GRANT FUNDS. 4/03/24, 6/17/25   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 		2023-06-30 695,199 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. 695,199 NO KNOWN DIVERSION OF ANY PORTION OF THE PRI FUNDS. 4/12/24, 10/14/25   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.
RSE HOLDINGS GROUP INC
  		600 PENNSYLVANIA AVE SE 15180
WASHINGTON,DC20003 		2024-10-31 1,500,000 RSE HOLDINGS GROUP IS A PUBLIC BENEFIT CORPORATION ORGANIZED TO GENERATE WEALTH-BUILDING BUSINESSES AND INCREASE CIVIC ENGAGEMENT AND COMMUNITY EMPOWERMENT. 1,500,000 NO KNOWN DIVERSION OF ANY PORTION OF THE PRI FUNDS. 8/14/25   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.
THE MODEL Z MODULAR LLC
  		1000 E 60TH STREET
LOS ANGELES,CA90001 		2024-12-31 500,000 MODEL Z IS A MISSION-DRIVEN LLC WORKING TO DEVELOP A NEW MODEL OF AFFORDABLE HOUSING. 500,000 NO KNOWN DIVERSION OF ANY PORTION OF THE PRI FUNDS. 07/31/25   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 2024 InvestmentsCorpBondsSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Name of Bond End of Year Book Value End of Year Fair Market Value
U.S. BONDS 58,453,198 58,453,198

TY 2024 InvestmentsCorpStockSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Name of Stock End of Year Book Value End of Year Fair Market Value
BLACKROCK 8,511 8,511
APERIO 112,144,994 112,144,994
HAVEN GLOBAL INTERNATIONAL EQUITY 23,699,927 23,699,927
VSQUARE GLOBAL RACIAL 142,198,533 142,198,533
VSQUARE US RACIAL JUSTICE STRATEGY 102,184,109 102,184,109

TY 2024 InvestmentsGovtObligationsSch
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
US Government Securities - End of Year Book Value:

68,817,443
US Government Securities - End of Year Fair Market Value:

68,817,443
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 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 5,292,811 5,292,811
ARTEMIS REAL ESTATE FUND III LP FMV 3,856,049 3,856,049
ARTEMIS REAL ESTATE FUND IV LP FMV 3,942,706 3,942,706
ARTEMIS REAL ESTATE PARTNERS INCOME AND GROWTH SIDECAR FUND LP FMV 7,533,843 7,533,843
ASB ALLEGIANCE REAL ESTATE FUND LP FMV 20,711,029 20,711,029
BARINGS CORE PROPERTY FUND LP FMV 22,847,615 22,847,615
BLACK IMPACT NON OZ 1 LP FMV 9,574,490 9,574,490
COMUNIDAD PARTNERS SIMFA PARALLEL I LP FMV 3,517,122 3,517,122
GATEWAY REAL ESTATE FUND VI LP FMV 2,940,173 2,940,173
GREENOAK US FUND III LP FMV 3,992,598 3,992,598
GSO ENERGY SELECT OPPORTUNITY FUND LP FMV 319,509 319,509
LONE STAR REAL ESTATE FUND IV LP FMV 1,581,703 1,581,703
LONE STAR REAL ESTATE FUND V LP FMV 514,758 514,758
OAKTREE POWER OPPORTUNITIES FUND V LP FMV 5,111,453 5,111,453
ROSE AFFORDABLE HOUSING PRESERVATION FUND V LP FMV 4,427,002 4,427,002
ROSE AFFORDABLE HOUSING PRESERVATION FUND VI LP FMV 1,351,438 1,351,438
SCULPTOR REAL ESTATE FUND IV LP FMV 4,254,844 4,254,844
VISTRIA HOUSING FUND LP FMV 10,798,666 10,798,666
TURNER HEALTHCARE II FMV 2,125,535 2,125,535
URBAN VISION FUND FMV 4,503,432 4,503,432
ADAMS STREET PARTNERSHIP FUND 2007 NON US FUND LP FMV 52,689 52,689
ADAMS STREET 2008 DIRECT FUND LP FMV 316,033 316,033
ADAMS STREET PARTNERSHIP FUND - 2008 NON-US FUND LP FMV 72,085 72,085
ADAMS STREET PARTNERSHIP FUND 2008 US FUND LP FMV 328,742 328,742
ADAMS STREET 2011 US FUND LP FMV 7,649,134 7,649,134
ADAMS STREET CO-INVESTMENT FUND III A LP FMV 3,766,068 3,766,068
AUTHENTIC VENTURES II LP FMV 563,447 563,447
BAIN CAPITAL FUND XII LP FMV 8,020,026 8,020,026
BASE10 ADVANCEMENT INITIATIVE II GP LLC FMV 3,907,592 3,907,592
BROOKFIELD CAPITAL PARTNERS FUND IV FMV 3,913,173 3,913,173
CARRICK CAPITAL PARTNERS FUND III LP FMV 7,552,385 7,552,385
CARRICK CAPITAL PARTNERS FUND IV LP FMV 12,622,776 12,622,776
CARRICK CAPITAL PARTNERS FUND IV - PREPAID CAPITAL FMV 626,573 626,573
CB OFFSHORE EQUITY FUND IX LP FMV 5,216,327 5,216,327
CLEARLAKE CAPITAL PARTNERS IV LP FMV 5,582,134 5,582,134
CLEARLAKE CAPITAL PARTNERS V LP FMV 8,544,143 8,544,143
CLEARLAKE CAPITAL PARTNERS VI LP FMV 4,394,668 4,394,668
CLEARLAKE CAPITAL PARTNERS VII LP FMV 5,935,600 5,935,600
CLEARLAKE CAPITAL PARTNERS VIII LP FMV 423,066 423,066
CRESSEY AND COMPANY FUND VI LP FMV 5,559,920 5,559,920
DBL PARTNERS IV LP FMV 8,815,165 8,815,165
DUNES POINT CAPITAL II FMV 6,689,372 6,689,372
GEORGIAN PARTNERS GROWTH FUND (INTL) V LP FMV 6,001,474 6,001,474
GEORGIAN GROWTH FUND (INTL) VI LP FMV 6,125,047 6,125,047
GREEN EQUITY INVESTORS VII LP FMV 5,295,761 5,295,761
HARBOURVEST PTNRS VIII-CAYMAN BUYOUT FUND LP FMV 60,660 60,660
HARBOURVEST PTNRS VIII-CAYMAN MEZZANINE AND DISTRESSED DEBT FUND LP FMV 67,894 67,894
HARBOURVEST PTNRS VIII-CAYMAN VENTURE FUND LP FMV 3,409,490 3,409,490
ILLUMEN CAPITAL II LP FMV 585,915 585,915
IMB PARTNERS SBIC I, LP FMV 277,596 277,596
IMPACT AMERICA FUND III LP FMV 332,122 332,122
INCLUDE VENTURES FUND I LP FMV 1,763,279 1,763,279
INCLUDE VENTURES FUND I LP - PREPAID CAPITAL FMV 148,678 148,678
KAPOR CAPITAL III LP FMV 1,118,055 1,118,055
LEERINK TRANSFORMATION FUND I LP FMV 5,010,618 5,010,618
LITTLEJOHN FUND VI LP FMV 5,386,491 5,386,491
LONGITUDE VENTURE PARTNERS IV LP FMV 5,974,757 5,974,757
LONGITUDE VENTURE PARTNERS V LP FMV 712,851 712,851
MAC VENTURE CAPITAL 2019 LP FMV 12,425,627 12,425,627
MAC VENTURE CAPITAL II LP FMV 5,894,549 5,894,549
MAC VENTURE CAPITAL III LP FMV 821,536 821,536
MARLIN EQUITY FUND V-A LP FMV 7,979,291 7,979,291
MARLIN HERITAGE II-A LP FMV 1,480,651 1,480,651
NEW VOICES FUND II LP FMV 3,316,151 3,316,151
RCP FUND VII FEEDER LTD FMV 41,449 41,449
RED ARTS CAPITAL OPPORTUNITY FUND I LP FMV 7,338,343 7,338,343
RIVERWOOD CAPITAL PARTNERS III LP FMV 6,677,329 6,677,329
RUTHLESS FOR GOOD FUND I LP FMV 200,512 200,512
STEPSTONE VC MICRO III LP FMV 4,528,968 4,528,968
ULU VENTURES FUND III LP FMV 1,642,261 1,642,261
ULU VENTURES FUND IV LP FMV 774,943 774,943
VIDA VENTURES III LP FMV 1,008,949 1,008,949
VISTA EQUITY PARTNERS FUND VI FMV 4,824,885 4,824,885
VISTA EQUITY PARTNERS FUND VII FMV 5,288,754 5,288,754
VISTA FOUNDATION FUND IV LP FMV 4,516,081 4,516,081
WINDROSE HEALTH INVESTORS V LP FMV 8,014,555 8,014,555

TY 2024 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 89,400 11,583 11,583
FURNITURE 16,952 16,952 0  
EQUIPMENT 68,610 57,427 11,183 11,183


TY 2024 LegalFeesSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 70,104 27,305 0 36,644


TY 2024 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 1,515,060 1,350,792 1,350,792
CANARY 500,000 500,000 500,000
VAMOS VENTURES 557,236 830,576 830,576
NOTE RECEIVABLE FROM SELF-HELP VENTURES FUND 955,717 968,990 968,990
NOTE RECEIVABLE FROM MORE PERFECT UNION 245,025 247,500 247,500
NOTE RECEIVABLE FROM NAYA 647,594 651,551 651,551
NOTE RECEIVABLE FROM GENBIOPRO 781,469 785,937 785,937
RIGHT-OF-USE ASSETS 700,990 392,614 392,614
NOTE RECEIVABLE FROM UPSTART CO-LAB 0 636,257 636,257
NOTE RECEIVABLE FROM RSE - HOLDINGS GROUP 0 1,267,001 1,267,001
EQUITABLE PROSPERITY FUND 478,796 311,112 311,112
MODEL Z 0 500,000 500,000
INTEREST & DIVIDENDS RECEIVABLE 587,231 32,659 32,659


TY 2024 OtherDecreasesSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Description Amount
UNREALIZED LOSS ON INVESTMENTS 9,869,400


TY 2024 OtherExpensesSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LICENSES 1,511 0 0 1,511
POSTAGE 4,961 0 0 4,632
DUES & SUBSCRIPTION 148,619 0 0 130,395
INSURANCE 55,682 0 0 56,317
BANK FEES 1,334 1,334 0 0
SUPPLIES & EQUIPMENT 171,465 0 0 144,718
TRAINING 391,242 0 0 373,164
TEMPORARY SERVICES 103,396 0 0 94,783
FIDUCIARY EXPENSES 206,611 0 0 237,560
CHARITABLE SPONSORSHIPS AND MEMBERSHIPS 1,346,294 0 0 1,131,294
OTHER CHARITABLE PROGRAMS 770,000 0 0 657,500
EXPENSES FROM PROGRAM RELATED INVESTMENTS 0 2,867 0 127,983
PARTNERSHIP INVESTMENT EXPENSES 0 6,692,806 0 0


TY 2024 OtherIncomeSchedule2
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM PARTNERSHIP INVESTMENTS   -1,032,335  
DEFERRED TAX BENEFIT 509,714 0 0
PRI INCOME -550,954 204,873 -550,954
IRS REFUND 406 0 0
REFUNDS 387 0 0


TY 2024 OtherLiabilitiesSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 2,341,701 1,831,987
OPERATING LEASE LIABILITIES 833,293 469,472


TY 2024 OtherProfessionalFeesSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 6,993,838 1,793,980 0 0
CONSULTANTS 1,338,561 0 0 1,682,400
INFO SYSTEMS SERVICES 80,997 0 0 69,711
COMMUNICATIONS AND EVENT PRODUCTION CONSULTING 521,077 0 0 655,006


TY 2024 TaxesSchedule
Name:
MARGUERITE CASEY FOUNDATION
EIN:
91-2062197
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BUSINESS TAXES 905 905 0 0
STATE TAXES 17,532 0 0 0
UNRELATED BUSINESS INCOME TAXES 200,000 0 0 0
FOREIGN TAXES 262,256 289,910 0 0