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← ANNIE E CASEY FOUNDATION

Form 990-PF for tax year 2023

Filed by ANNIE E CASEY FOUNDATION.

What the amendment changed

Compared with the return it replaced , filed 14 November 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$122,731,148
Total expenses
$172,519,951
Contributions and grants received
$3,491
Contributions, gifts and grants paid
$83,491,462
Fair market value of assets, end of year
$3,439,089,918

Listed in Part VIII

  • D Scott Davis

    TRUSTEE, VICE CHAIR, TREASURER

    Total calculated
    $0
    Hours/week
    2
  • David Abney

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Diana M Bonta

    TRUSTEE

    Total calculated
    $35,000
    Compensation
    $35,000
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    1
  • Dr David Nichols

    TRUSTEE

    Total calculated
    $35,000
    Compensation
    $35,000
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    1
  • Gabriella E Morris

    TRUSTEE

    Total calculated
    $35,000
    Compensation
    $35,000
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    1
  • James F Winestock

    TRUSTEE, SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • John McDevitt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Kara Cooper

    MANAGER (352 University Avenue Associates LLC)

    Total calculated
    $0
    Hours/week
    3
  • Kweku Forstall

    MANAGER, VICE PRESIDENT (352 University Avenue Associates LLC)

    Total calculated
    $0
    Hours/week
    3
  • Lisa M Hamilton

    TRUSTEE, PRESIDENT, ASSISTANT SECRETARY & ASSISTANT TREASURER

    Total calculated
    $908,973
    Compensation
    $843,822
    Benefit plans
    $65,151
    Expense account
    $0
    Hours/week
    50
  • Maurice Agresta

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Michael L Eskew

    TRUSTEE, CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2.5
  • Sam J Zamarripa

    TRUSTEE

    Total calculated
    $35,000
    Compensation
    $35,000
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    2
  • Sophie Dagenais

    MANAGER (352 University Avenue Associates LLC)

    Total calculated
    $0
    Hours/week
    3
  • Steve Bullock

    Trustee

    Total calculated
    $35,000
    Compensation
    $35,000
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    1
  • Susan Ward

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Teresa M Finley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5
  • Tracy Kartye

    MANAGER (352 University Avenue Associates LLC)

    Total calculated
    $0
    Hours/week
    3
  • John Kim

    VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $570,856
    Compensation
    $493,954
    Benefit plans
    $76,902
    Expense account
    $0
    Hours/week
    50
  • Katherine Tetrault

    VICE PRESIDENT, FINANCE & GRANTS MANAGEMENT

    Total calculated
    $466,990
    Compensation
    $390,088
    Benefit plans
    $76,902
    Expense account
    $0
    Hours/week
    50
  • Kimberly Brown

    VICE PRESIDENT, HUMAN RESOURCES

    Total calculated
    $434,041
    Compensation
    $357,139
    Benefit plans
    $76,902
    Expense account
    $0
    Hours/week
    50
  • May Ng

    VICE PRESIDENT & CHIEF INVESTMENT OFFICER (thru March 2023)

    Total calculated
    $382,562
    Compensation
    $309,676
    Benefit plans
    $72,886
    Expense account
    $0
    Hours/week
    50
  • Alexander Perry

    VICE PRESIDENT & Chief Investment Officer

    Total calculated
    $782,722
    Compensation
    $705,820
    Benefit plans
    $76,902
    Expense account
    $0
    Hours/week
    50
  • Chantell Glen

    MANAGER, SECRETARY (352 University Avenue Associates LLC)

    Total calculated
    $0
    Hours/week
    3

Compensation is as filed in Part VIII of the Form 990-PF: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.

Grants paid on this return

Grants paid, cash basis (Part I, line 25, column (d))
$83,416,462
As filed, and sometimes filed as 0.
Grants paid, Part XV total (line 3a)
$83,491,462
The foundation's own total of the grants it itemizes.

These are the grants the foundation paid during the year. The “Contributions, gifts and grants paid” total above is the figure on the foundation's books. This return marks the cash method, under which a grant is recorded when it is paid. Even so, the books total and the cash figures in this section can differ, and column (d) is sometimes filed as 0.

  • CETERA INC

    $1,200,215

    ST PETERSBURG, FL

    SUPPORT FOR JIM CASEY INITIATIVE YOUTH ENGAGEMENT ACTIVITIES

  • NEW AMERICA FOUNDATION

    $935,000

    WASHINGTON, DC

    SUPPORT FOR THE PARTNERSHIP TO ADVANCE YOUTH APPRENTICESHIP

  • AMALGAMATED CHARITABLE FOUNDATION

    $845,190

    WASHINGTON, DC

    SUPPORT FOR THE CLIMATE AND INFRASTRUCTURE CAREERS AND BENEFITS ACCESS INITIATIVES

  • CENTER ON BUDGET AND POLICY PRIORITIES

    $700,000

    WASHINGTON, DC

    SUPPORT TO PROVIDE TECHNICAL ASSISTANCE TO THE STATE PRIORITIES PARTNERSHIP (SPP) NETWORK, AND HELP ADVANCE EQUITABLE STATE BUDGETS AND TAX SYSTEMS

  • CHILD TRENDS INC

    $685,000

    BETHESDA, MD

    SUPPORT FOR SELF-EVALUATION AND DATA FOR FAMILY WELL-BEING STRATEGY GROUP

  • PARTNERSHIP FOR AMERICA'S CHILDREN

    $674,000

    WASHINGTON, DC

    SUPPORT FOR STATE POLICY ADVOCACY REFORM CENTER

  • FUND FOR EDUCATIONAL EXCELLENCE

    $665,000

    BALTIMORE, MD

    SUPPORT A YOUTH AND YOUNG ADULT LEADERSHIP AND ENGAGEMENT STRATEGY

  • ARIZONA COMMUNITY FOUNDATION INC

    $640,000

    PHOENIX, AZ

    SUPPORT EITC OUTREACH TO YOUNG WORKERS AND OTHER YOUTH POLICY PRIORITIES

  • INSIDE CIRCLE

    $560,000

    SAN ANSELMO, CA

    SUPPORT FOR INSIDE CIRCLE FOUNDATION'S HEALING APPROACH, YAE AND SUPPLEMENTAL COACHING

  • POPULATION REFERENCE BUREAU INC

    $503,600

    WASHINGTON, DC

    SUPPORT TO INCREASE PUBLIC AWARENESS OF THE STATUS OF US CHILDREN AND YOUNG PEOPLE

The 10 largest to organizations. The API serves every grant row.

Provenance

Return type
form_990_pf
Tax year
2023
Filed
6 November 2025
IRS schema version
2023v6.0
Source object
202533099349102133

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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