Annie E Casey Foundation
- Assets
- $2.1b
- Revenue
- $294.8m
- Investments
- $1.8b
- Employees
- 0
- Location
- Baltimore, MD
- Founding
- 01/1996
- Data as of
- 12/2020
- EIN
- 52-1951681
Organization Overview
Annie E Casey Foundation is located in Baltimore, MD. The organization was established in 1996. According to its NTEE Classification (T21) the organization is classified as: Corporate Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Annie E Casey Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Annie E Casey Foundation generated $294.8m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 13.1% each year . All expenses for the organization totaled $168.1m during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Annie E Casey Foundation has awarded 6,698 individual grants totaling $514,298,237. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2020
Describe the Organization's Program Activity:
Part 3 - Line 4a
STRATEGIES FOR TAKING OUR WORK TO SCALE (STRATEGIC COMMUNICATIONS) - SUPPORT EFFECTIVE MESSAGES AND DISTRIBUTION SYSTEMS THAT ALIGN ALLIES, MOVE POTENTIAL PARTNERS FROM THE FENCE AND EVEN CONVERT CRITICS TO ENSURE EVERY CHILD IN AMERICA CAN REACH HIS OR HER FULL POTENTIAL.
STRENGTHENING FAMILIES (JUVENILE JUSTICE REFORM) - INITIATIVE THAT PROMOTES POLICIES, PRACTICES AND PROGRAMS THAT WILL ENSURE YOUTH LIVE IN STABLE, SUPPORTIVE AND PERMANENT FAMILIES AND ARE ABLE TO SUCCESSFULLY TRANSITION TO ADULTHOOD. THE CENTRAL FOCUS IS LIMITING UNNECESSARY OR INAPPROPRIATE DETENTION, INCARCERATION AND OTHER FORMS OF OUT-OF-HOME PLACEMENT.
STRATEGIES FOR TAKING OUR WORK TO SCALE (RESEARCH, EVALUATION AND DATA) - SUPPORT ACCESS TO THE LATEST CREDIBLE RESEARCH AND EVALUATION TO GUIDE THE DESIGN AND MANAGEMENT OF THE FOUNDATION'S ACTIVITIES AND PROGRAMMATIC INVESTMENTS, ACCESS TO REAL-TIME DATA AND THE CAPACITY TO USE EXISTING DATA RESOURCES IN EFFORTS TO ENSURE ALL FAMILIES ARE FINANCIALLY STABLE, ALL CHILDREN HAVE A LIFELONG CONNECTION WITH A FAMILY AND ALL COMMUNITIES ARE STRONG PLACES TO RAISE KIDS.
STRATEGIES FOR TAKING OUR WORK TO SCALE (EVIDENCE-BASED PRACTICE ) - SUPPORT THE DEVELOPMENT, EVALUATION, DISSEMINATION AND USE OF PROMISING AND EVIDENCE-BASED INTERVENTIONS IN CHILD WELFARE, JUVENILE JUSTICE, MENTAL HEALTH, EDUCATION AND HEALTH SYSTEMS ACROSS THE COUNTRY WITH THE GOAL OF IMPROVING CHILD WELL-BEING, PARTICULARLY FOR CHILDREN AND YOUTH OF COLOR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Trustee | 1 | $0 | |
Jacquelyn Gifford Investment Director | 50 | $415,513 | |
Alexander Perry Investment Director | 50 | $415,513 | |
Teresa Markowitz Vice President | 50 | $413,684 | |
Sandra Gasca-Gonzalez Vice President | 50 | $378,981 | |
Leslie Boissiere Vice President | 50 | $378,156 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Adage Capital Partners Lp | 12/30/21 | $1,073,231 |
Sayer Construction Group Llc | 12/30/21 | $2,042,652 |
Iridian Asset Management Llc | 12/30/21 | $636,531 |
Wcm Investment Management | 12/30/21 | $649,644 |
Fenton Communications Inc | 12/30/21 | $771,750 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $10,864,657 |
| Interest on Savings | $1,222,837 |
| Dividends & Interest | $18,713,744 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $165,906,706 |
| Capital Gain Net Income | $199,796,313 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $98,127,438 |
| Total Revenue | $294,835,382 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $2,530,149 |
| Other employee salaries and wages | $26,908,283 |
| Pension plans, employee benefits | $10,564,585 |
| Interest | $662,596 |
| Taxes | $3,258,744 |
| Depreciation | $2,808,404 |
| Occupancy | $3,253,965 |
| Travel, conferences, and meetings | $1,006,151 |
| Printing and publications | $231,699 |
| Other expenses | $12,791,628 |
| Total operating and administrative expenses | $73,942,329 |
| Contributions, gifts, grants paid | $94,171,445 |
| Total expenses and disbursements | $168,113,774 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $10,145,770 |
| Savings and temporary cash investments | $239,189,135 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,440,488,906 |
| Net Land, buildings, and equipment | $38,816,003 |
| Other assets | $65,490,305 |
| Total assets | $2,129,727,813 |
| Accounts payable and accrued expenses | $1,588,535 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $43,432,226 |
| Other liabilities | $233,425 |
| Total liabilities | $45,254,186 |
Grants Awarded
Over the last fiscal year, Annie E Casey Foundation has awarded $86,673,403 in support to 1,282 organizations.
| Grant Recipient | Amount |
|---|---|
Washington, DC PURPOSE: SUPPORT PLANNING FOR THE NEXT PHASE OF GENERATION WORK | $936,751 |
Washington, DC PURPOSE: SUPPORT TWO GENERATION STRATEGIES FOR IMMIGRANT FAMILIES AND CHILDREN | $841,905 |
CHILD TRENDS INC PURPOSE: SUPPORT FOR SELF-EVALUATION AND DATA FOR THE JIM CASEY YOUTH OPPORTUNITIES INITIATIVE | $766,000 |
Chicago, IL PURPOSE: SUPPORT THRIVING FAMILIES, SAFER CHILDREN | $765,000 |
CETERA INC PURPOSE: SUPPORT FOR JIM CASEY INITIATIVE YOUTH ENGAGEMENT ACTIVITIES | $733,490 |
Washington, DC PURPOSE: SUPPORT FOR THE PARTNERSHIP TO ADVANCE YOUTH APPRENTICESHIP | $685,000 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Annie E Casey Foundation has recieved totaling $210,000.
| Awarding Organization | Amount |
|---|---|
The Abell Foundation Inc Baltimore, MD PURPOSE: COMMUNITY DEVELOPMENT | $160,000 |
Pennsylvania Partnerships For Children Harrisburg, PA PURPOSE: EDUCATION | $25,000 |
Pennsylvania Partnerships For Children Harrisburg, PA PURPOSE: EDUCATION | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Annie E Casey Foundation Baltimore, MD | $2,129,727,813 | $294,835,382 |
The Harry & Jeanette Weinberg Foundation Inc Owings Mills, MD | $1,774,444,450 | $152,877,390 |
Wyss Foundation Washington, DC | $0 | $34,466,169 |
Longwood Gardens Inc Kennett Square, PA | $1,437,882,296 | $93,650,257 |
Morris And Gwendolyn Cafritz Foundation Washington, DC | $0 | $65,532,545 |
Longwood Foundation Inc Wilmington, DE | $0 | $53,076,926 |
The Comcast Nbcuniversal Foundation Philadelphia, PA | $16,720,236 | $25,679,760 |
Sherman Fairchild Foundation Inc Chevy Chase, MD | $608,781,139 | $70,437,193 |
Arconic Charitable Foundation Pittsburgh, PA | $0 | $10,360,918 |
Commonwealth Foundations Richmond, VA | $819,010 | $12,460,000 |
Carmax Foundation Richmond, VA | $6,340,369 | $9,797,991 |
Molina Healthcare Charitable Foundation Wilmington, DE | $6,023,085 | $109,085 |