BALTIMORE, MD
Annie E Casey Foundation
Quick Facts
- EIN
- 521951681
- Location
- BALTIMORE, MD
- Category
- Philanthropy & Grantmaking
- Total Assets
- $2.3B
- Annual Income
- $336M
- IRS Ruling Year
- 1996
About This Foundation
Annie E Casey Foundation is a private foundation based in BALTIMORE, MD. The foundation received its IRS ruling in 1996. It holds total assets of $2.3B. Annual income is reported at $336M. The foundation operates in the area of philanthropy & grantmaking.
View 990 FilingsFinancial Overview
Total Giving
$172.5M
2023+5%
Total Assets
$2.3B
2023-3%
Fair Market Value
$3.4B
2023
Net Worth
$2.3B
2023
Grants Paid
$83.5M
2023
Contributions
$3K
2023
Net Investment Income
$126.7M
2023
Distribution Amount
$164.5M
2023
Total Giving by Year
$207.7M
11$225.2M
12$190.8M
13$191.7M
14$208.7M
15$171M
19$168.1M
20$155.4M
21$164.1M
22$172.5M
23Asset Growth
$2.2B
11$2.1B
12$2.1B
13$2.2B
14$2B
15$2B
19$2.1B
20$2.3B
21$2.4B
22$2.3B
23Investment Portfolio (2023)
Total: $453.5M
Corporate Stock: $251.1M
Corporate Bonds: $79M
Government Obligations: $123.3M
Other Investments: $1.6B
Cash: $49.4M
Corporate Stock (12%)
Corporate Bonds (4%)
Government Obligations (6%)
Other Investments (76%)
Cash (2%)
Expense Breakdown (2023)
Grants Paid$83.5M
Pension & Benefits$10.9M
Occupancy$4.4M
Officer Compensation$3.7M
Depreciation$3.7M
Travel & Conferences$3.2M
Interest$1.6M
Accounting Fees$668K
Legal Fees$486K
Printing & Publications$158K
Revenue Sources (2023)
- Other Income
- $113.2M
- Dividends
- $24.3M
- Interest
- $8.1M
- Gross Rents
- $950K
- Contributions
- $3K
- Capital Gains (Net)
- $-23,879,696
Financial Details (2023)
- Total Revenue
- $122.7M
- Total Expenses
- $172.5M
- Exempt Purpose Expenses
- $157.1M
- Required Distribution
- $164.5M
- Undistributed Income
- $0
- Grants Approved (Future)
- $4.3M
- Total Liabilities
- $48.1M
- Excise Tax
- $1.8M
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
| 2015-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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