fwa ~90-pf return of private foundation 2004990s.foundationcenter.org/990pf_pdf_archive/912/...use...

Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust

Treated as a Private Foundation Note: The organization may be able to us e a copy of this return to satisfy state reporting

OMB No . 1545-0052

2004 Dopanmonf of the Tranaury ii Intornal Rovcrnm Sonko

For calendar year 2004, or tax year beginning , 2004, and ending , 20

G Check ell that apply: [:) Initial return 0 Final return ~ Amended return E] Address change ~ Name change A Employorldontincation number Use the IRS Nome of organization

label . MARGUERITE CASEY FOUNDATION Oth01w180, Number and sheet (or P.O, box number I1 moll Is not delivered to street address) Room/aulto print

1300 DEXTER AVE NORTH 1 115 type . S00 SpOCIflC City or town, stole, and ZIP code Instructions] SEATTLE WA 98109.3542 H Check type of organization : Section 501(c)(3)exempt private foundation

Section 4947(a)(1) nonexempt charitable trust [3 Other taxable private foundation I Fair market value of all assets at end J Accounting method : 0 Cash X Accrual

B Telephone number (sea pope 10 of the instructions)

206-691-3134 C If exemption application Is pending, chock horn w D 1 . Foreign organizations, chock here . . . . . 2. Foreign organizations meeting the 83% test

: check hers and attach computation . .

E If private foundation status was terminated under section 607(b)(1)(A), check here

F If the foundation Is In e 60-month termination under section 507(b)(1)(B), check here . . lo- 0

Form 990-PF (2000

1

For Privacy Act and Paperwork Reduction Act Notice, see the instructions. isn STF FED2037F 1

FWA "~90-PF

of year (from Part it, col. (c), 0 Other (specify) line 16) t $ 651 ,864 ,991 (Pert l, column (d) must 6e on cash be

Analysis of Revenue and Expenses (Thetotel 01 amounts in columns (b), (c), end (d) may not necessarily equal ~ e expenses e d per the amounts In column (a)(see1 0l the Instructions)) books

1 Contributions, gifts, grants, etc., received (attach schedule) 2 Check " FX1 it the foundation is not required to attach Sch. B 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities . . . . . . . . 5a Gross rents . . . . . . . . . . . . . . . . . . . . . . . . . . . b Net rental income or (loss)

6a Net gain or (loss) from sale of assets not on line 10 d b Gross sales price for all assets on line 8a 385,322,555

7 Capital gain net income (from Part IV, line 2) . . . 8 Net short-term capital gain . . . . . . . . . . . . . . . 9 Income modifications . . . . . . . . . . . . . . . . . . . . 10a Gross sales less returns and allowances

n b Less: Cost of goods sold . . . . . c Gross profit or (loss) (attach schedule) . . . . . . .

1 1 Other income (attach schedule) . . . . . . . . . . . . 1 2 Total. Add lines 1 through 1 1 . . . . . . . . . . . . . .

O H 13 Compensation of officers, direct qCSt~ I~~ ~ 14 Other employee salaries an V C 1 V G

d 15 Pension plans, employeb efits . . . . . ~' 16a Legal fees (attach sched . . JUL . a 5 .z~05.

b Accounting fees (attach ch dule) . . . . . . . . . . Oo w c Other professional fees ttac~

A L° 17 Interest . . . . . . . . . . . . . . . . . .~!~.It ~. -U- ~ 18 Taxes (attach schedule) (see page 14 of the instructions) c '£ 19 Depreciation (attach schedule) and depletion . . . ~° 20 Occupancy . . . . . . .

21 Travel, conferences, and meetings . . . . . . . 22 Printing and publications . . . . . . . . . . . . . 23 Other expenses (attach schedule) . . . . . . . . . 24 Total operating and administrative expenses.

Add lines 13 through 23 . . . . . . . . . . . . . . 0 25 Contributions, gifts, grants paid . . . . . .

26 Total expenses and disbursements. Add lines 24 and 25 27 Subtract line 26 from line 12 : a Fzoess of revenue over expenses and disbursements b Net investment income (if negative, enter -0-) c Adjusted net income (if negative, enter -0-) . . .

(b) Net Investment (c) Adjusted net Income I Income

1

(d) Disbursements for charitable purposes

(cash basis only)

4

Page Z

:ginning of ye (a) Book Value (b) Book Value I (c) Fair Market Value

Analysis of Changes in Net Assets or Fund Balances

Form 990-PF (2004) STF FED2037F 2

Id

Fo ;Sn B80-Pk (2004)

Atiated $'~ I' ~ ~°~°~' °°~'m Balance Sheets ~'~'~ sfiald be far endd~year arrCuris arty. (See irntnjQias)

1 Cash-non-interest-bearing . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Savings and temporary cash Investments . . . . . . . . . . . . 3 Accounts receivable t 389.719

Leas : allowance for doubtful accounts " 0 4 Pledges receivable

Less : allowance for doubtful accounts 6 Grants receivable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8 Recelveblea due from officers, directors, trustees, and other disqualified persons (attach schedule) (see page 15 of the Instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7 Other notes end loans receivable (attach schedule) Less : allowance for doubtful accounts

8 Inventories for sale or use . . . . . . . . . . . . . . . . . . . . . . .. ., 9 Prepaid expenses and deferred charges . . . . . . . . . .

10a Investments-U.S . and slate government obligations (attach schedule) b Investments-corporate stock (attach schedule) . . . . . c Investments-corporate bonds (attach schedule) . . . . . . .

11 Investments-land, buildings, and equipment : basis t Less . accumulated depreciation (attach schedule)

. . . . . . . . . . . . 12 Investments-mortgage loans . . . . . . . . .. . . 13 Investments-other (attach schedule) . . . . . . . . . . . . .

14 Land, buildings, and equipment: basis t 484,121 Less : accumulated depreciation (attach schedule) " 1q7_56_6

15 Other assets (describe No. ) 16 Total assets (to be completed by all fliers-see page 16 of

the instructions . Also, see age 1, item I) . . . . . . . . . .

17 Accounts payable and accrued expenses . . . . . . . . . . . . y 18 Grants payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d 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 t See Attachment

23 Total liabilities (add lines 17 through 22 . . . . . . . . . . .

O~ganlzatlons that follow SFAS 117, check here t and complete lines 24 through 26 and lines 30 and 31 .

24 Unrestricted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ea 25 Temporarily restricted . . . . . . . . . . . . . . . . . . . . . . . . . . . .

m 26 Permanently restricted . . . . . . . . . . . . . . . . . . . .~ Organizations that do not follow SFAS 117, check here "

and complete lines 27 through 31 .

0 27 Capital stock, trust principal, or current funds . . . . . . . . . 28 Paid-in or capital surplus, or land, bldg ., and equipment fund

y 29 Retained earnings, accumulated income, endowment, or other funds Q 30 Total net assets or fund balances (see page 17 of the

instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Z 31 Total liabilities and net assetslfund balances (see page 17 of

End of

1 Total net assets or fund balances at beginning of year-Part II, column (a), line 30 (must agree with end-of-year figure reported on prior years return) . . . . . . . . . . . . . . . . . .

2 Enter amount from Part I, line 27a . . . . . . . . . . . . . . . . . . . . . . . . 3 Other increases not included in line 2 (itemize) t 4 Add lines 1, 2, and 3 . . . . . . . . . . . 5 Decreases not included in line 2 (itemize) l o- 6 Total net assets or fund balances at end of vear (line 4 minus line 5)--Part II . column (b) . line 30

(b) How acquired (c) Date acquired (d) Date sold P-Purohase (mo., day, yr .) (mo., day, yr.) D-Donation

(g) Cost or other basis (h) Gain or (lose) plus expense of solo (o) plus (I]I minus (p)

1a b

(o) Gross solos price

the foundation on 12/31/69 (I) Gains (Col (h) gain minus

(k) Excess of co l (i) wl (k), but not less than -0") or over col Q), If eny Losses (from col (h))

i In column (h) end owned

Q) Adjusted basis

a9 of 72/31/69 (I) F M V as o1 12/31/89

STF FED2037F 3

Form 090-PO (2004)

(al .List end describe the kind(s) of property sold (e p. . peal estate, 2-story brick warehouse; or common stock, 200 she. MLC Co .)

C d

Complete only for assets

(f) Depreciation allowed (or allowable)

C d e

2 Capital gain net income or (net capital loss) If sin, also enter in Part I, Ifne 7 (If gain, enter -0- in Part I, line 7 } 2 g

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 pages 13 and 17 of the instructions) . If loss enter -0- fn Part I line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net Investment Income .) If section 4940(d)(2) applies, leave this part blank . Was the organization liable for the section 4942 tax on the distributable amount of any year in the base period? D Yes El No If "Yes," the organization does not qualify under section 4940(e). Do not complete this part .

1 Enter the appropriate amount In each column for each year ; see page 18 of the Instructions before making any entries. a

Base period years Adjusted qualltilnp distributions Net value of noncheritable-use assets Distribution ratio Calendar year (or tax year beginning In) col. ( b ) divided b col c 2003 5 6 0,0471 2002 8.774.555 510.940.906 0.0172 2001 R 1499 10 79 ni1 474 n 14 Ss

2 Total of line 1, column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Average distribution ratio for the 5-year base period-divide the total on line 2 by 5, or by

the number of years the foundation has been in existence if less than 5 years . . . . . L3

4 Enter the net value of noncharitable-use assets for 2004 from Part X, line s . . . . . . . . . . . L-4

5 Multiply line 4 by line 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

6 Enter 1 % of net investment income (1% of Part I, line 27b) . . . . . . . . . . . ,

7 Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , , , . , , 7

8 Enter qualifying distributions from Part XII, line 4 . . . . . l 8 I 33,475,652 If line 8 is equal to or greater than line 7, check the box in Part VI, line 1 b, and complete that part using a 1 % tax rate See the Part VI instructions on page 18 .

Form 990-PF (2ooa)

ee0-P9 (2004)

1a Exempt operating foundations described in section 4940(d)(2), check here " D and enter "N/A" on line 1 . Date of ruling letter: (attach copy of ruling letter It necessary-see Instructions)

b Domestic organizations that meet the section 4940(e) requirements in Part V, check here t R1 and enter 1 % of Part I, line 27b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

c All other domestic organizations enter 290 of line 27b, Exempt foreign organizations enter d% of Part I, line 12, col . (b) !2 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only . Others enter -0-)

3 Add lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Subtitle A (income) tax (domestic section 4947(x)(1) trusts and taxable foundations only . Others enter -0-) 8 Tax based on Investment Income . Subtract line 4 from line 3. If zero or less, enter -0 . . . . . . . 6 Credits/Payments : a 2004 estimated tax payments and 2003 overpayment credited to 2004 88 1 448,536 b Exempt foreign organizations-tax withheld at source . . . . . . . . . 8b c Tax paid with application for extension of time to file (Form 8888) 8c

. . . . 6d d Backup withholding erroneously withheld . . . . . . . . . . . . . 7 Total credits and payments . Add lines 8a through 8d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Enter any penalty for underpayment of estimated tax. Check here D if Form 2220 is attached 9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed . . . . .

10 Overpayment If line 7 is more than the total of lines 5 and 8, enter the amount overpaid . . " 10 11 Enter the amount of line 10 to be : Credited to 2005 estimated tax t Refunded " 11

STF FED2037F 4

Tax Based on

" Statements Regarding Activities

1a During the tax year, did the organization attempt to influence any national, state, or local legislation or did " Yes No it participate or intervene in any political campaign? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . la X

b Did it spend more than $100 during the year (either directly or indirectly) fog political purposes (see page 19 of the instructions for definition)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . 1 b X

If the answer is 'Yes" to 1a or 1b, attach a detailed descnption of the activities end copies of any materials published or distributed by the organization in connection with the activities. A=

c Did the organization file Forth 1120-POL for this year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ic X d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year :

(1) On the organization . " $ 0 (2) On organization managers . " $ 0 e Enter the reimbursement (If any) paid by the organization during the year for political expenditure tax imposed

on organization managers . t $ 4 ]k 2 Has the organization engaged In any activities that have not previously been reported to the IRS? . . . . . . 2

If "Yes," attach a detailed description o/ the activities. ~r so 3 Has the organization 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 4a Did the organization have unrelated business gross Income of $1,000 or more during the year? . . . . . . . 4a x b If "Yes," has it filed a tax return on Form 990-T for this year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b NIA

5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? . . . . . . . . 5 x 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 : " By language in the governing instrument, or " 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? . . . . . . . . . . . . . . . . . . . ..

7 Did the organization have at least $5,000 in assets at any time during the yeast If 'Yes," complete Part fl, cot (c), and Part XV Sa Enter the states to ~ which the foundation reports or with which it is registered (see page 19 of the

instructions) t - Washington

b If the answer is "Yes" to line 7, has the organization 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 X

4 9 Is the organization claiming status as a private operating foundation within the meaning of section 49420(3)

~~or 4942(j)(5) for calendar year 2004 or the taxable year beginning in 2004 (see instructions for Part XIV on page 25)? If "Yes," complete Part XIV . . . . . . . . . . . . , . 9 x

10 Did any persons become substantial contributors during the tax yeah If 'Yes," attach a schedule listing their names and addresses 10 x 11 Did the organization comply with the public inspection requirements for its annual returns and exemption application?

web site address lll~ www,caseygrants.org 12 The books are in care of " Ruth Massingla,_(:hair of the Board Telephone no . " 7_06-282-7300

Located at " 1300 Dexter Ave North, Seattle, WA ZIP+4 1 ggl09-3542 13 Section 4947(x)(1) nonexempt charitable trusts filing Form 990-PF m lieu of Form 1041-Check here . . t

and enter the amount of tax-exempt interest received or accrued during the year . 10-1 13 ~ NIA Form 990-PF (zooa)

.s

Forte 990-PF (2004) Pages

STF FED2037F 5

File Form 4720 if any Item Is checked in the "Yes" column, unless an exception applies. Yes No 1a During the year did the organization (either directly or indirectly) :

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? El Yea (j~ No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept It from)

a disqualified person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Yes [30 No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? I] Yes (50 No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? (R) Yes 0 No (6) Transfer any Income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Yes [ja No (8) Agree to pay money or property to a government official? (Exception . Check "No"

If the organization agreed to make a grant to or to employ the official for a period after termination of government service, If terminating within 90 days .) . . . . . . . . . 0 Yes %No

b If any answer is "Yes" to 1a(1)-(8), did any of the acts fell to qualify under the exceptions described In Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance (seepage 20 of the instructions)? . I, lb Organizations relying on a current notice regarding disaster assistance check here . . . . . . " D

c Did the organization engage in a prior year in any of the acts described in 1 a, other than excepted acts, ~1 that were not corrected before the first day of the tax year beginning in 20047 . . . . . . . . . . . . . . . . . . . . Ic

2 Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private operating foundation defined in section 4942Q)(3) or 4942(j)(5)) :

a At the end of tax year 2004, did the organization have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 2004? . . . . . . . . . . . . . . . . . . . . . . . . El Yes [X No If "Yes," list the years " 20- , 20- , 20- , 20-

b Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the years undistributed income? (If applying section 4942(a)(2) to all years listed, answer "No" and attach statement-see page 20 of the instructions .) . . . . . . . . .

. . . c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here . !il - i 1 20- r 20 - 20 - 20

3a Did the organization hold more than a 2% direct or Indirect interest in any business kw enterprise at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D Yes IM No

b If "Yes," did it have excess business holdings in 2004 as a result of (1) any purchase by the organization or disqualified persons after May 26, 1989 ; (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 ' T`' if the organization had excess business holdings !n 2004 .) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b

4a Did the organization Invest during the year any amount fn a manner that would jeopardize its charitable purposes? I A,

b Did the organization 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 2004? . . . . . 4b

5a During the year did the organization pay or incur any amount to : (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? D Yes ~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? . . . . . . . . . . . . . . . . . El Yes No (3) Provide a grant to an individual for travel, study, or other similar purposes? . . . . . D Yes ~](] No (4) Provide a grant to an organization other than a charitable, etc., organization described

in section 509(a)(1), (2), or (3), or section 4940(d)(2)? . . . . . . . . . . . . . . . . R1 Yes D No (5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? . . . El Yes ~0 No b If any answer is "Yes" to Sa(1}-(5),did any of the transactions fad to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 20 of the instructions) 5b Organizations relying on a current notice regarding disaster assistance check here . . . . . . . . t ~

c If the answer is "Yes" to question 5a(4), does the organization claim exemption from the tax because it maintained expenditure responsibility for the grant? . . . . . . . . . . Yes E)No If "Yes," attach the statement required by Regulations section 53 4945-5(d)

6a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contracts . . . . . . . . . . . . . . . [:]Yes t(I No

b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contracts 6b X If you answered 'Yes" to 6b, also ale Form 8870 .~'~~t i};~~°~ :,'~S"-

Form 990-PF (2oon)

0)

2 Compensation of flue highest-paid employees (other than those Included on line 1--isee page 21 of the instructions) . If none, enter "NONE."

(b) Title end average (d) Contributions to hours per week I (c) Compensation I employee benefit I (e) Expense account,

devoted to position plane end deferred other allowances

compensation

t Total number of others receiving over $50,000 for professional services . . . . . . . . . . . . . . . . . . . . . . . . . . .

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 I Expenses of organizations end other beneficiaries served, conferences convened, research papers produced, etc

----------------------------------------------------------------------------------------------

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Form 990-PF (2004) STF FED2037F 6

For;v 990-Pi (2004) Page s

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors

1 Ust all officers directors trustees foundation managers and their compensation see page 20 of the Instructions). (b) Title, and average (e) Compensation (d) Contributions to (o) Expense account,

(a) Name and address hours per week (I~not paid, onto employeo benefit plans other allowances devoted to ooaition -0" 1 and deferced comoeneatlon

.seQ AftQ0s0.s;nq0.W9 . . . . . . . . . . . . . . . . . . . . . . .

(a) Name end address of sash employee paid more then $50,000

See Attached.Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total number of other employees paid over $50,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . t ~ 3 Five highest-paid Independent contractors for professional services--(see page 21 of the instructions) . If none, enter

"NONE." (a) Name end address of each person paid more than $50,000 (b) Type of service

aee Attached.Scbedrle .------- . . . . .------------ ._ . . . . . . .------------

NIA--------------------- . ._ . .----------------------------------------------------------------

z

3

4

Forrp 990-PF (2004) dram-Related Investments (see page 22 of the inst Investments made by the foundation during the tax year on lines I and 2. Amount Describe the two lar

. II domestic foundations must . complete this part . Foreign foundations, Minimum Investment Return see page 22 of the instructions.)

STF FED2037F 7

(0 i

VA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2

All other proprnm"roloted invoatmonte . Soo pogo 22 of tho Instructions. 3

1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., i 16_01

purposes : °' ' a Average monthly fair market value of securities . . . . . . . 1a 616,289,789 b Average of monthly cash balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . , 1b . 4,494,623 c Fair market value of all other assets (see page 22 of the instructions) . . . . . . . . . . . . . . . . d Total (add lines I a, b, and c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Id 620,784,412

fia e Reduction claimed for blockage or other factors reported on lines 1 a and 1c (attach detailed explanation) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2 Acquisition indebtedness applicable to line 1 assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Subtract line 2 from line 1 d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 620,784,412 4 Cash deemed held for charitable activities . Enter 1+/z% of line 3 (for greater amount, see page 23

of the instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 9,311 ,766 5 Net value of noncharltable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 5 611 ,472,646 6 Minimum Investment return . Enter 5% of line 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~ 6 ~ 30.573.632

Distrlbutable Amount (see page 23 of the instructions) (Section a9a20)(3) and 0)(5) private operating foundations and certain foreign organizations check here " E] and do not complete this part )

1 Minimum investment return from Part X, line 8 . . . . . . . . . . . . . . . . . . . . . . . ., . ., ., . �� 1 30573632 2a Tax on investment income for 2004 from Part VI, line 5 . . . . . . . . . . . 2a 450.218 b Income tax for 2004 . (This does not Include the tax from Part VI .) . . . . 2b 0 .'a c Add lines 2a and 2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2c 450,218

3 Dlstributable amount before adjustments. Subtract line 2c from line 1 . . . . . . . . . . . . . . . . . . . 3 30,123,414 4 Recoveries of amounts treated as qualifying distributions . . . . . . . . . . . . . . . . . . . . . . . . .

. 5 Add lines 3 and 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 30,299,376 6 Deduction from dlstributable amount (see page 23 of the instructions) . . . . . . . . . . . . . . . 7 Dlstributable amount as adjusted . Subtract line 6 from line 5. Enter here and on Part XIII,

line 1 7 30,299,376 Qualifying Distributions (see page 23 of the instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes : + a Expenses, contributions, gins, etc.-total from Part I, column (d), line 26 . . . . . . . . . . . . . . . la 33 ,402,026 b Program-related investments-total from Part IX-B . . . . . . . . . . . . . . . . . . . . . . . 1 b 0

2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 73,626

3 Amounts set aside for specific charitable projects that satisfy the. a Suitability test (prior IRS approval required) . . . . . . . . . . 3a 0 b Cash distribution test (attach the required schedule) . . . . . . . . . . . . . . . . . . . . . . 3b 4 (liualifylng distributions. Add lines 1a through 3b . Enter here and on Part V, line 8, and Part XIII, line 4 . 4 33,475,652 5 Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment

income . Enter 1 % of Part I, line 27b (see page 24 of the instructions) . . . . . . . . . . . . . . 5 450,218 6 Adjusted qualifying distributions . Subtract line 5 from line 4 . . . . . . . . . . . . 6 33,025,434

Note: The amount on line 6 will be used in Part V, column (b), m subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of fax in those years

Form 990-PF (zoom

.,

Forty B90-PF (2004)

Undistributed Income (see page 24 of the instructions)

M I (d) Years prior to 2003 2003 2004

0

Form 990-PF (zooa)

STF FED2037F 8

(o) 1 Distributable amount for 2004 from Part XI,

Corpus

line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Undistributed income, H ay, as of the end of X03: a Enter amount for 2003 only . . . . . . . . . . . b Total for prior years: 20-.20-,20-

3 Excess distributions carryover, If any, to 2004 ; a From 1999 . . . . . . . . . . b From 2000 . . . . . . . . . . c From 2001 . . . . . . . . . . d From 2002 . . . . . . . . . . o From 2003 . . . . . . . . . . f Total of lines 3a through e . . . . . . . . . . . .

4 Qualifying distributions for 2004 from Part XII, line 4 : t $ 33,475.652

a Applied to 2003, but not more than line 2a b Applied to undistributed income of prior years

(Election required--see page 24 of the instructions) c Treated as distributions out of corpus (Election

required-see page 24 of the instructions) d Applied to 2004 dfstributable amount . . . . e Remaining amount distributed out of corpus 5 Excess distributions carryover applied to 2004

(If an amount appears in column (d), the same amount must be shown in column (a).)

6 Enter the net total of each column as Indicated below:

a Corpus Add lines 3f, 4c, and 4e . Subtract line 5 b Prior years' undistributed income . Subtract

line 4b from line 2b . . . . . . . . . . . . . . . . . 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 . . . . . . . .

d Subtract line 8c from line 6b. Taxable amount-see page 25 of the instructions

e Undistributed income for 2003 . Subtract line 4a from line 2a . Taxable amount-see page 25 of the instructions . . . . . . . . . . . . . . .

f Undistributed income for 2004. Subtract lines 4d and 5 from line 1 . This amount must be distributed in 2005 . . . . . . . . . . . . .

7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(E) or 4942(8)(3) (see page 25 of the instructions) . . . . . . . . . . . . . . .

8 Excess distributions carryover from 1999 not applied on line 5 or line 7 (see page 25 of the instructions) . . . . . . . . . . . . . . . . . . .

9 Excess distributions carryover to 2005. Subtract lines 7 and 8 from line 6a . . . . .

10 Analysis of line 9: a Excess from 2000 . b Excess from 2001 . . . . . c Excess from 2002 . . d Excess from 2003 . . e Excess from 2004 . .

4

Forin 990-PF (2004)

17. W WM Fr- Fr-

of the instructions and Part VII-A

STF FED2037F 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 2004, enter the date of the ruling . . . . . . . . lo. I

b Check box to indicate whether the organization is a private operating foundation described in section Q 4942 ')(3)or Q 494 . 2a Enter the lesser of the adjusted net Tax ear Prior 3 years (o) Total Income from Part I Of the minimum ( o) 2004 b 2003 e 2002 d 200 investment return from Part X for each

year listed . . . . . . . . . . . . . . . . . . . . b 85°k of line 2a . . . . . . . . . . . . . . I U I V I 0 I 0 I c Qualifying distributions from Part XII,

line 4 for each year listed . . . . . . . . . d Amounts Included In line 2c not useddiroctly

for active conduct of exempt activities . . . .

o 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 a942(j)(3)(B)(i) b 'Endowment' alternative test-enter 2/3

of minimum investment return shown in Part X, 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 . . . '/ Supplementary Information (Complete this part only if the organization had $5,000 or more In

assets at any time during the year-see page 26 of the Instructions.) 1 Information Regarding Foundation Managers : a List any managers of the foundation who have contributed more than 2% of the total contributions received b the foundation

before the close of any tax year (but only if they have contributed more than $5,000) . (See section 507(d)(2~.)

NONE b List 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 . NONE 2 Information Regarding Contribution, Grant, Gin, Loan, Scholarship, etc., Programs:

Check here " 91 if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. If the organization makes gifts, grants, etc. (see page 26 of the instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d.

a The name, address, and telephone number of the person to whom applications should be addressed :

b The form in which applications should be submitted and information and materials they should include.

c Any submission deadlines:

d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors'

Form 990-PF (2ooa)

Form 99aPF (2004)

FUMI M. Supplementary Information (continued)

Form 990-PF (zooa) STF FED2037F 10

.i

Form 990"PF(2004)

Analysis of Income-Producfi Enter gross amounts unless otherwise indicated. Unrelated business income I Excluded by section 512, 513, or 514 (e)

Related or exempt function Income (See page 28 0l the Instructions.)

let I Ibl I (c) I Id1 Businessoode Amount Exdusfonoode Amount

1 Program service revenue: a b c d 0 f g Fees and connects from government agencies

2 Membership dues end assessments . . . . . . . . 3 Interest on savings and temporary cash Investments 14

14 4 Dividends and Interest from securities . . . . . . . 6 Net rental income or (loss) from real estate :

a Debt-financed property . . . . . . . . . . . . . . b Not debt-financed property . . . . . . . . . . . .

6 Net rental income or (loss) from personal property 7 Other investment income . . . . . . . . . . . . . . . . 8 Gain or (loss) from salesaf assetsother than Inventory 8 9 Net income or (loss)from special events . . . . .

10 Gross profit or (loss) from sales of inventory. . . 11 Other revenue: a

b c d e

12 Subtotal Add columns (b), (d), and (e) . . . . . . 0 ~ ` 13 Total. Add line 12, columns (b), (d), and (e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (Seeworksheet in line 13 Instructions on page 26 to verify calculations .)

3 46,134,712

STF FED2037F 11

Explain below how each activity for which income is reported in column (a) of Part XVI-A contributed Importantly to Line No . I the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes). (See page 27 of the instructions.)

Form 990-PF (2ooa)

Did the organization directly or indirectly engage In any of the following with any other organization described in section '~ Yes No 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

a Transfers from the reporting organization to a noncharilable exempt organization of: on (1) Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a 1 X (2) Other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a 2 X

o Other transactions : M1 (1) Sales of assets to a noncharitable exempt organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . lb IX (2) Purchases of assets from a noncharitable exempt organization . . . . . . . . . . . . . . . . . . . . . . 1 b(2) X (3) Rental of facilities, equipment, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b (3) (4) Reimbursement arrangements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l 4 X (5)Loans orloan guarantees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 b(S) (8) Performance of services or membership or fundraising solicitations . . . . . . . . . . . . . . . . . . . . . . 16

Eff c Sharing of facilities, equipment, mailing lists, other assets, or paid employees . . . . . . . . . . . . . 1c X 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 organization . If the organization 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 .

2a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527? . . . . . . . . . . . . Yes R) No

b If "Yes," complete the following schedule .

STF FED2037F 12

Form 990-Pi (2004)

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Name of organization I (b) Type of organization I (c) Description of

aides of perjury, I declare that I have examined this return, foci true, correct, and complete Declaration of preparer (otherthan

' Signature of ofrier or trustee , d Z C 22

~O Preparer's' a cL y signature

d ~ Firm's name (or yours if self-employed), address,' and ZIP code

Amount Spent by Grantee in 2004 $1,592,457 Balance Carried over to 2005 $-0-

Marguerite Casey Foundation Expenditure Responsibility Report Fiscal Year 2004

Marguerite Casey Foundation 91-2062197

Attachment to Form 990 PF-2004

In accordance with the regulations section 53 .4945-(d) (2), the following information is provided regarding the grants made by the Marguerite Casey Foundation during the year ended December 31, 2004 to organizations that are not exempt under section 509 (a) (1), (2) or (3), or section 4940 (d) (2). The Foundation exercises expenditure responsibility over these grants . The information provided includes the name and address of the grantee, the date and amount of the grant, and the purpose of the grant. To the best of our knowledge the grantee has not diverted any portion of the funds from the purpose of the grant. The Foundation has no reason to doubt the accuracy or reliability of the reports from the grantee; therefore, the reports were not verified independently .

1) Name and Address of Grantee

Jim Casey Youth Opportunities Initiative 222 South Central Avenue, Suite 305 St . Louis, MO 63105

2) Date and Amount of Grant

May 1, 2003 $3,000,000

3) Purpose of the Grant

To ensure that youth aging out of foster care will have increased opportunities for a successful transition to self-sufficiency .

4) Amount Spent by Grantee

Amount of 2003 Grant $3,000,000 2003 Grant Carryover $1,592,457

The accounting and other reports received from the grantee were found to be satisfactory .


5) Reports Submitted by Grantee:

September 1, 2004 Interim Report

6) Diversion: To the knowledge of the Foundation, no part of this grant has been used for purposes other than its intended use .

.,

Amount Spent by Grantee in 2004 $22,337.20 Balance Carried over to 2005 $7,662.80


Marguerite Casey Foundation 91-2062197

Attachment to Form 990 PF-2004

In accordance-with the regulations section 53 .4945-(d) (2), the following information is provided regarding the grants made by the Marguerite Casey Foundation during the year ended December 31, 2004 to organizations that are not exempt under section 509 (a) (1), (2) or (3), or section 4940 (d) (2). The Foundation exercises expenditure responsibility over these grants . The information provided includes the name and address of the grantee, the date and amount of the grant, and the purpose of the grant. '1'o the best of our knowledge the grantee has not diverted any portion of the funds from the purpose of the grant. The Foundation has no reason to doubt the accuracy or reliability of the reports from the grantee; therefore, the reports were not verified independently.

1) Name and Address of Grantee

Chicago Community Organizing Capacity Building Initiative 2 (Woods Fund of Chicago for Community Organizing Capacity Building Initiative 2)' 360 N. Michigan Avenue, Suite 1050 Chicago, IL 60601

2) Date and Amount of Grant

January 1, 2004 $30,000

3) Purpose of the Grant

To support program and administrative expenses .

4) Amount Spent by Grantee

Amount of 2004 Grant $30,000 2003 Grant Carryover $-0-

The accounting and other reports received from the grantee were found to be satisfactory .


5) Reports Submitted by Grantee :

April 1, 2004 Interim Report

6) Diversion : To the knowledge of the Foundation, no part of this grant has been used for purposes other than its intended use .

Marguerite Casey Foundation EIN 91-2062197 2004 Form 990-PF Part I, Lines 6, 7 and Part IV, Capital Gains and Losses

TOTAL NET GAINS 385,322,555 353,340,966 31,981,589

ACCOUNT NAME

INCOME CONTROL ACCT FRANKLIN PORT ASSOC JACOBS LEVY BGI S&P 500 RUSSELL EQTY II FUND RUSSELL INTL FUND BGI S&P 500 Pr RUSSELL ALT INV HEDGE FD ARONSON+JOHNSON+ORTIZ, LLP

TOTAL CAPITAL GAINS

FIXED ASSET GAIN/(LOSS)

AMOUNT GAIN OR REALIZED COST (LOSS)

503,803 284,988 218,815 108,361,734 97,642,337 10,719,397 137,344,257 131,150,889 6,193,368 71,657,616 66,329,519 5,328,097 4,108,587 1,198,373 2,910,214 17,000,001 14;008,870 2,991,131

4,730 0 4,730 208,984 0 208,984

46,124,842 42,698,212 3,426,630

385,314,554 353,313,188 32,001,366

8,001 27,778 (19,777)

2004 Form 990-PF Part I, Line 11 -- Other Income Part XI, Line 4 " Recoveries of qualifying distributions

Previous grants returned - various 175,962

Marguerite Casey Foundation EIN 91.2062197

2004

2004

61,648

72,828 FICA

Unemployment Ins & Workmen's Comp 12,539

Total 297,795

Marguerite Casey Foundation EIN 91 .2062197 2004 Form 990-PF PART I, LINE 15 . PENSION PLANS, EMPLOYEE BENEFITS

Retirement Benefits

Insurance

Other Employee Benefits

100,462

50,317

Marguerite Casey Foundation EIN 91-2062197 2004 Form 990-PF PART I, LINE 16a - LEGAL FEES

Total 12,914

2004

Stoel Rives, LLP 12,914

Marguerite Casey Foundation EIN 91 .2062197 2004 Form 990-PF PART I, LINE 16b - ACCOUNTING FEES

Total 29,212

2004

Ernst & Young LLP 29,212

Marguerite Casey Foundation EIN 91 .2062197 2004 Form 990-PF Part I, Line 16C -- Other Professional Fees

Total - Other Professional Fees 1,603,032

.,

2004

Bank of New York Investment Custodian 117,414 Frank Russell Company Investment Consultant 1,015,230

Sub Total - Investment Related 1,132,644

Arthur J. Gallagher 8 Co . of Washington, Inc . Consulting 25,000 Blueprint Research & Design, Inc. Consulting 48,212 Crystal Hayling Consulting 14,000 David Brotherton Consulting 10,000 Fern Tiger Consulting 56,580 Kelly Brown Consulting 26,625 Mary Jo McConahay Consulting 21,000 Mercer Human Resource Consulting Consulting 25,000 Monster Design, Inc. Total Consulting 28,150 Salgado & Associates, Inc. Total Consulting 31,342 Spectra Communications, Inc. Consulting 53,958 The Chesemore Group Consulting 16,400 The Wise Choice, Inc. Consulting 9,120 Tom Dewar Consulting 12,000 William Works LLC Consulting 40,000 Other Various Consultants Consulting 53,001

Sub Total - Program Related 470,388

2004

125

448,194

448,319 Total

Marguerite Casey Foundation EIN 91 .2062197 2004 Form 990 "PF Part I, Line 18 -" TAXES

Licenses

Federal Excise Tax

Marguerite Casey Foundation EIN 91 .2062197 2004 Form 990-PF Part I, Line 19 - Depreciation Expense Part II, Lines 14 - Accumulated Depreciation

OPERATIONS : Accumulated Current Current Year Accumulated Net Book Cost at Depreciation Year Transfers! Depreciabon Value at

2004 Year End @ 12-31-03 Depreciation Retirements @ 12-31-2004 Year End

Leasehold Improvements 117,155 (48,353) (44,447) - (92,800) 24,354 Furniture & fixtures 195,202 (27,473) (22,905) 2,285 (48,093) 147,109 Software 42,465 (11,498) (9,159) 666 (19,991) 22,473 Equipment 129,299 (29,212) (21,536) 14,066 (36,682) 92,617

Totals 484,121 (116,536) (98,047) 17,017 (197,565) 286,555

Marguerite Casey Foundation EIN 91.2062197 2004 Form 990-PF Part I, Line 21 -- Travel, Conferences, and Meetings

Total 239,105

2004

Employee Meetings and Travel 185,274

Board Meetings & Travel 53,831

2004

BOD Deferred Gains/Interest 8,135

Business Services 300,000

Computer Software 8 Related 20,646

Data Processing 5,497

Dues and Memberships 4,155

Fixed Assets < 500 15,534

Liability Insurance 69,730

Miscellaneous 15,865

Office Expense 43,024

Other Charitable Program Services 1,844,837

Recruitment Expenses 4,468

Staff Training and Development 4,644

Telephone 45,696

Temporary Help 25,512

Total Other Expenses 2,407,743

Marguerite Casey Foundation EIN 91.2062197 2004 Form 990-PF Part I, Line 23 -- Other Expenses

0 0 0

567,113,998 578,405,394 651,139,630 Total

Marguerite Casey Foundation EIN 91-2062197 2004 Form 990-PF Part II - Cash and Investments

Cash - non-interest bearing-Line 1

Savings and temporary cash investments - Line 2

U.S . and state government obligations - Line 10a

Common and Preferred Stock - line 10b

Corporate Obligations - Line 10c

Other - Line 13

Beginning End of End of of Year Year Year Book Book Market Value Value Value

640,255 1,397,913 1,397,913

4,954,484 2,883,984 2,883,984

27,707,329 27,736,356 28,653,587

419,866,247 427,988,848 495,890,469

113,945,683 ~ 118,398,292 122,313,676

2004

757,393

30,860

80,811

107,722

976,787 Total

Marguerite Casey Foundation EIN 91-2062197 2004 Form 990-PF Part II, Line 17 - " Accounts Payable and Accrued Expenses

Accounts Payable

Accrued Salaries and Wages

Accrued Benefits

Accrued Tax Liability

Marguerite Casey Foundation EIN 91.2062197 2004 Form 990-PF Part II, Line 22 -- Other Liabilities

Total 225,479

2004

BOD Deferred Income and Interest 198,961

Executive Deferred Comp 26,519

Washington State Secretary of State Charitable Trusts Division P.O . Box 40234 Olympia, WA 98504.0234

Marguerite Casey Foundation EIN 91-2062197 2004 Form 990-PF Part VII, Line 8a - States To Which Foundation Reports

111,333 55,667 0

" 1 " .. Marguerite Casey Foundation EIN 91.2062197 2004 Form 990-PF Part VIII, Line 1 -- Officers, Directors, Trustees, Foundation Managers

Deferred Expense Acct . Titles Compensation and Other

Name and Address Hours Per Week Compensation Plan Allowances

Ruth Massinga Chair of the Board 0 0 0 1300 Dexter Ave . N . #115 2 hours Seattle, WA 98109

Joan Poliak Director 0 0 0 1300 Dexter Ave. N . #115 4 hours Seattle, WA 98109

Gary Severson Director 0 0 0 1300 Dexter Ave . N . #115 4 hours Seattle, WA 98109

Freeman Hrabowski Treasurer 29,333 14,667 0 1300 Dexter Ave . N . #115 6 hours Seattle, WA 98109

Pat Schroeder Director 26,667 13,333 0 1300 Dexter Ave . N . #115 3 hours Seattle, WA 98109

Douglas Patino Director 29,333 14,667 0 1300 Dexter Ave . N . #115 5 hours Seattle, WA 98109

William Foege Secretary 26,000 13,000 0 1300 Dexter Ave. N . #115 3 hours Seattle, WA 98109

Cynthia Renfro Program Officer 90,569 1,687 0 1300 Dexter Ave . N . #115 100% Seattle, WA 98109

Marguerite Casey Foundation EIN 91 .2062197 2004 Form 990-PF Part VIII, Line 2 -- Highest Paid Employees

Deferred Comp./ Title and Employee Time Pension Benefit Expense

Name and Address Devoted Compensation Contribution Account

Luz Vega-Marquis President & CEO 325,000 18,450 0 1300 Dexter Ave . N . #115 100% Seattle, WA 98109

Chantel Walker Director of Programs 148,049 0 0 1300 Dexter Ave. N . #115 100% Seattle, WA 98109

Thomas G David Director of Organizational 165,640 14,259 0 1300 Dexter Ave . N . #115 Learning & Evaluation Seattle, WA 98109 100%

David Brotherton Director of Communications 123,307 11,093 0 1300 Dexter Ave . N . #115 100% Seattle, WA 98109

Spectra Communications, Inc . Consulting 53,958 1412 SW 102nd St Services Seattle, WA 98146

Marguerite Casey Foundation EIN 91 .2062197 2004 Form 990-PF Part VIII, Line 3 - " Highest Paid Professional Services

Name and Address Type of Service 2004

Bank of New York Investment 117,414 One Wall Street, 32 Floor Custodian New York, NY 10277

Frank Russell Company Investment 1,015,230 909 A Street Consultants Tacoma, WA 98402

Fem Tiger Consulting 56,580 520 Third Street, Suite 206 Services Oakland, CA 94607

of 17

Marguerife Casey Foundation EIN 91-2062197

2004 Form 990-PF Part XV-a Grants Paid

Individuals- Foundation Show any status of

Recipient - Name and Address relationship recipient Purpose of grant or contribution Amount

21 sl Century Youth Leadership Movement

Perry County Road 58, (Old East Perry High) To strengthen programs at seven Techno houses and Selme, AL 38701 NIA 501(C)3 Increase the Involvement of families . $5 0.000

to provide leadership development for parents to 9to5 Working Women Education Fund advocate for policies of the stole end local levels that wilt

Improve the wage and benefit standards of publicly 152 W . Wisconsin, Suite 408 funded jobs that Impact parent's families and other

Milwaukee, WI 53203 N/A 501(C )3 working poor families . $80,000

Adults and Youth United Development Association [a/We AYUDA)

1325 Beverly Ann to strengthen organizational capacity to support core P O . Box 2017 community organizing work with low-Income families

San Elizarto, TX 79849 NIA 501(C)3 advocating in rural communities $50,000

Afghan Center To provide core support for center helping immigrant

37418 Joseph Street families through social services with resettlement, family Fremont, CA 94536 N/A 501(C)3 reunification, community advocacy, and education. $30,000

Algebra Protect Network [a/k/a AP Network) To sustain programs that equip low-income students of

99 Bishop Allen Drive color with the mathematical skills they need to participate Cambridge, MA 02139 N/A 501(C)3 fully in a technological society. $50,000

Alianza Para El Desarrollo

825 Bob Nefll To support the improvement of living conditions of low- San Elizario, TX 79849 N/A 501(C)3 Income families in colonies In West Texas $32,000

American Friends Service Committee (a/k/a/ AFSC] To support family and community organizing, monitoring and advocacy for immigrant rights, and to protect

980 N Fair Oaks Ave . Immigrant families from unlawful abuse along the Pasadena . CA 91103 N/A 501(C)3 US/Mexico Border $50,000

American Indian Center, Inc . To address the needs of Native Americans and low-

1630 W Wilson Avenue Income families In the Uptown and Ravenswood Chicago, IL 80840 N/A 501(C)3 communities of Chicago . $55,000

American Institute for Social Justice FS : ACORN To support organizing of tow-Income families in the West,

739 8th Street SE Midwest, and South on issues that include predatory Washington, DC 20003 NIA 501(C)3 lending, TANF re-authorization, and public education $500,000

Americans for Indian Opportunity [a/k/a AIO] To strengthen Native American leaders, families and

681 Juniper Hill Road communities, both urban and rural, by developing their Santa Ana Pueblo, NM 87004 NIA 501(C)3 capacity throughout the Southwest $33,333

Anse Citizens' Policy Project to support community organizing, research and analysis

PO Box 612 to build a statewide multi-issue social justice organization Montgomery, AL 36101 N/A 501(C)3 in Alabama to improve the lives of low-income families $150,000

ARISE To expand the education programs of Project ARISE, and conduct additional outreach work among women and

PO Box 778 families who have recently immigrated to the Rio Grande Alamo, TX 78516 N/A 501( C)3 Valley $100,000

Asian Counseling and Referral Service

720 8th Avenue South, Suite 200 to support the Asian Pacific American Community Seattle, WA 98104 N/A 501( C )3 Summit Celebrating Unity and Civic Involvement $25,000

Asian Immigrant Women Advocates [a/k/a AIWA]

310 8th Street, #301 To support a pilot intergenerational leadership training Oakland, CA 94607 N/A 501(C)3 program for garment workers and them families $100,000

of 17

Marguerite Casey Foundation EIN 91-2062197




21st Century Youth Leadership Movement

Perry County Road 58, (Old East Perry High) To strengthen programs et seven TeChno houses and Selme, AL 38701 N/A 601( C )3 Increase t he Involvement of families . $50,000

to provide leadership development for parents to 9to5 Working Women Education Fund advocate for policies at the slate and local levels that w111

Improve the wage and benefit standards of publicly 152 W, Wisconsin, Suite 408 funded jobs that Impact parent's families and other

Milwaukee, WI 63203 N/A 501(C)3 wanting poor families . $80,000

Allan Pacific American Legal Center To support the Centers work In domestic violence,

1145 Wilshire Boulevard, 2nd Floor leadership development, workers' rights, and anti- Los Angeles, CA 90017 N/A 501(C)3 discrimination as they affect families and youth $186,667

Association of Black Foundation Executives (ABFE)

23 Grammercy Park South Core support in its pole as philanthropic advocate for NY, NY 10003 N/A 501(C)3 communities/families. $5,000

ATR Foundation

603 Stewart Street, Suite 1007 Seattle, WA 98101-1264 N/A 501(C)3 To support efforts to engage donor activists . $30,000

AvANCE Inc Rio Grande Valley Chapter To strengthen the family unit by enhancing parenting

500 S . 10 - Suite D skills and to promote the educational, personal, and McAllen, TX 78501-4950 N/A 501(C)3 economic success of parents 8100.000

Black Administrators in Child Welfare

4440 First Street NW Washington, DC 20001 N/A 501(C)3 General Support $38,000

Black Pearl Workshop ' To greatly expand the capacity of an after-school program in the south side of Chicago and transform Its

4200 South Drexel Boulevard cultural center Into e commercial gallery and a favored Chicago, IL 80853 N/A 501(C)3 tourist destination. $50.000

Brandeis University to produce reports about education Issues, in this instance about educational disparities between low-

415 South St. Income communities, communities of color, and affluent Waltham, MA 02454-9110 N/A 501(C)3 communities . $50,000

Breakthrough Collaborative To support a national two-year intensive education enrichment and college preparatory program designed

40 First Street, 5th Floor for middle- and high school youth from low-income San Francisco, CA 94105 N/A 501(C)3 families in MCF's target regions . $83,333

Breakthrough Urban Ministries, Inc. To activate a community and family advocacy program

5251 N Ashland Ave. and expand its academic ennchment program to serve Chicago, IL 60840 N/A 501(C)3 more disadvantaged youth $75,000

California Rural Indian Health Board Inc. [a/k/a CRIHB]

4400 Auburn Blvd ., 2nd Floor To support ongoing programs to promote resilience and Sacramento, CA 95841 N/A 501(C)3 well being among Native Amencan families in California $50,000

Cambndge College

1000 Massachusetts Avenue To support the National Invitational Conference on Cambndge, MA 02138 N/A 501(C)3 Community Building $5,000

Casa de Proyecto LibeAad To support its efforts to organize the immigrant community of the Rio Grande Valley to advocate for

113 N 1 st Street constitutional and bask human nghts that will strengthen Harlingen, TX 78550 N/A 501(C)3 the stability and well-being of families $112,500

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Marguerife Casey Foundation SIN 91-2062197



Recipient - Name and Address relationship recipient Purpose of rant or contribution Amount


Parry County Road 58, (Old East Parry High) To strengthen programs et seven Techno houses and Selme . AL 38701 N/A 501( C )3 Increase the involvement of fami lies . $ 50,000

to provide leadership development for parents to 9to5 Working Women Education Fund advocate for policies of the elute and local levels that will

Improve the wage and benefit standards of publicly 152 W, Wisconsin, Suite 408 funded jobs that Impact parent's families end other

Milwaukee, WI 53203 NIA 501(C)3--, working poor families. $80.000

Casa Familiar to support and enhance Casa Familiars core community organizing work with low-Income families advocating for

119 W. Hall Ave decision-making Influence in local school end San Ysidro, CA 92173 N/A 501( C)3 government agenda setting $300,000

CASA Latfna The purpose of this grant will be to develop Latino low-

220 Blanchard Street Income immigrant parents as leaders and advocates in Seattle, WA 98121 N/A 501(C)3 their communities $50,000

To expand the efforts and materials to the ever-growing Hispanic Immigrant popoulation in Georgia Faciliate a

Center for Child Well-Being Hispanic version of our parenting In the Real world' parenting program that Includes qualitative research with

750 Commerce Dr., Suite 400 the ppulation, revision of the materials and translation Decatur . GA 30030 N/A 501(C)3 Into Spanish $40,000

Center for Community Change (e/Wa CCC)

1000 Wisconsin Ave . NW To support low-income families and children through Washington, DC 20007 N/A 501(C)3 issue based campaigns, and new Idea development $3,000,000

Center for Community Change [alkla CCCI To collect Information on promising practices to help increase and diversity the revenues of nonproflta

1000 Wisconsin Ave . NW engaged in community organizing with low-Income Washington, DC 20007 N/A 501(C)3 families . $50,000

Center for Community Change [a/k/e CCCI To support strengthening of grassroots organizations and

1000 Wisconsin Ave . NW community leadership in the west, mid-west, southwest Washington, DC 20007 N/A 501(C)3 and south . $750,000

Center toy Third World Organizing To support core programs and Center for Third World

1218 E . 21st Street Organizing's internal reassessment and realignment Oakland, CA 94808 N/A 501(C)3 process . $150,000

Center on Policy Initiatives [a/k/a CPI] To build broad based community support toward a living wage campaign in San Diego and to monitor community

3727 Camino dal Rio South, Suite 100 benefits from over 70 development projects that are San Diego, CA 92108 N/A 501(C)3 receiving public subsidies $00,000

Central American Resource Center [alkla CARECEN]

To strengthen families and increase civic participation 2845 West Seventh Street among members of the low-income Central Los Angeles, CA 90005 N/A 501(C)3 AmencaNLaGno immigrant community in Los Angeles $150,000

Centro Del Obrero Frontenzo dba La Mujer Obrera To support the work of the Women's Institute focus on capacity budding, regional networking and public policy

2000 Texas Avenue research and advocacy for low-income women of El Paso, TX 79923 N/A 501(C)3 Mexican heritage and their families $40,000

Centro Del Obrero Frontenzo dba La Miner Obrera To support the work of the Women's Institute focus on capacity building, regional networking and public policy

2000 Texas Avenue research and advocacy for low-income women of El Paso, TX 79923 N/A 501(C)3 Mexican heritage and their families $60,000

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MdrgueriFe Casey Foundation EIN 91-2062197

2004 Form 990-PF Part XV-a Grants -Paid




Perry County Road 68, (Old East Perry High) To strengthen programs of seven Techno houses and Selma, AL 38701 N/A 501(C )3 Increase the Involvement of families . $50,000

to provide leadership development for parents to 9to5 Working Women Education Fund advocate for policies at the stole and loco) levels that will

Improve the wage and benefit standards of publicly 152 W, Wisconsin, Suite 408 funded jobs that impact parent's families and other

Milwaukee, WI 53203 N/A 501(C)3 working poor laminas. $80.000

Chicago Children's Museum [a/Wa CCMJ To support the museum's Community Initiatives and

700 E Grand Ave ., Suite 127 maintain museum accessibility to all low-Income families Chicago, IL 80811 N/A 601(C )3 and their children . $100,000

Chicago Legal Advocacy for Incarcerated Mothers [a/k/a CLAIM]

220 South State Street, Suite 830 To support advocacy of community-based sentencing Chicago, IL 60804-2160 N/A 501(C)3 and reduction of termination of parental rights . $50,000

Chicanos Par La Cause, Inc .

1112 East Buckeye Road To support the Community Based Youth Pride Initiative to Phoenix, AZ 85034-4043 NIA 501(C)3 enhance parent and youth advocacy and leadership $100,000

Children's Defense Fund [a/k/a CDFJ Expand the Working Families Benefits Initiative In southern states by training students and community

25 E Street NW members to conduct outreach, and help more working Washington, DC 20001 N/A 501(C)3 families connect with all of their available benefits . $125.000

Children's Defense Fund (a/k/a CDFJ to engage 1000 women across three southern states In advocacy and organizing to change public policy toward

25 E Street NW achieving economic and social justice for themselves and Washington, DC 20001 N/A 501(C)3 their families . $200,000

Children's Services of Sno-Valley (e/k/a CSSVJ

1407 8oalch Avenue NW North Bend, WA 98045 N/A 501(C)3 To support funding for an Activities Manager Position $10.000

Chinese Mutual Aid Association To support the Multi-Cultural Youth Project by Involving more youth in active participation within their community,

1016 W . Argyle Street state, and the nation on Issues of importance to Chicago, IL 60840 N/A 501(C)3 immigrants and refugees . $50,000

Chinese Mutual Aid Association To Increase the capacity of the Citizen Voter and Training

1016 W Argyle Street School and enhance grassroots leadership of low-Income Chicago, IL 80840 N/A 501(C)3 families in Chicago's immigrant communities $75,000

Claremont Graduate University To support the development of a new curriculum/training

160 East 10th Street model in organizing parents and advocates centered on Claremont, CA 91711 N/A 501(C)3 efforts to dismantle institutional racism $200,000

Clirnca MonseAor Oscar A Romero To support community empowertnent, organizing

123 S Alvarado Street training, and capacity building of low-income immigrant Los Angeles, CA 90057 N/A 501(C)3 families $133,333

Coalition of Immokalee Workers To support grassroots organizing and activism of workers to hold low-wage industries, including day labor,

PO Box 603 construction and tourism-related services and agricultural 215E West Main Street corporations accountable to basic worker justice and Immokalee, FL 34143 N/A 501(C)3 dignity $150,000

College Summit To help low-income students reach college by training

2600 Virginia Avenue NW, Suite 303 parents and teachers to guide them in California, West Washington, DC 20037 N/A 501(C)3 Virginia, Chicago, and possibly New Manta $125,000

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Parry County Road 58, (Old East Parry High) To strengthen programs at seven Techno houses and Selme, Al 38701 N/A 501(C)3 Increase the Involvement of families $50.000

to provide leadership development for parents to 91o5 Working Women Education Fund advocate for policies of the stele and local levels that will

Improve the wage and bonolit standards of publicly 152 W . Wisconsin, Suite 408 funded jobs that Impact parent's families and other

Milwaukee, WI 53203 N/A 501(C )3 wortclng poor families . $80,000

Colonios Development Council [a/k/a CDC) To support family and youth leadership development; community economic development ; and education end

1050 Monte Vista Ave . training for low-Income families in the colonlas In Las Cruces, NM 88001 N/A 501(C)3 southern New Mexico $75,000

Communications Consortium Media Center to Increase voter turnout of the grandparent generation by encouraging them to consider the impact of public

1200 New York Avenue NW, Suite 300 policy they vote toy on the future of our nation's Washington, DC 20005-1754 N/A 501(C)3 grandchildren who are otherwise unrepresented $11,000

The Community Assistance Network advoctaes for the rights of low Income people with local, state and Federal

Community Assistance Network pollcymakers . CAN provides a 'Cultural Enhancement' program (or children enrolled in an after school program

7701 Dunmanway at the Rivervlew Townhouse Community Center in Balitmore, MD 21222 N/A 501(C)3 Lansdowne, MD . $5,000

Community Breast Health Project, Gabriella Pastor Program

to provide low-Income, uninsured Bay Area women under 545 Bryant Street age 40 access to high quality breast cancer screening

Palo Alto, CA 94301 N/A 501( C)3 and diagnostic services completely free of charge . $50,000

Community Coalition toy Substance Abuse Prevention and Treatment

To support community organizing and leadership 8101 S Vermont Ave . development of low-Income families on the issue of

Los Angeles, CA 90044 NIA 501(C)3 kinship care In South Los Angeles . $200,000

Community Organizing on Family Issues (alWal to support community-based decislon "making and COFIJ neighborhood self-determination through organizing and

developing the leadership capacities of parents to have a 954 W. Washington Blvd ., 4th Floor, Box 42 fill voice in the decisions that affect their lives at

Chicago . IL 80807 NIA 501(C)3 community and systems levels $60,000

Community Technology Foundation [alkla CTF] To build the capacity of underserved communities to understand, design and use both basic and advanced

Rincon Center telecommunications and Information technologies, to 101 Spear St , Suite 218 improve the quality of life of low-income families and San Francisco, CA 94105 N/A 501( C)3 impact public policies that affect them . $500,000

Demos : A Network for Ideas and Action to support the creation of materials, tools and case studies, as part of an integrated communications

220 Fifth Ave, 5th Floor strategy, for the Building Movement in(to) the Nonprofit New York, NY 10001 N/A 501( C)3 Sector project $150,000

Divine Alternatives for Dads Services [a/k/a DADS) To reconnect fathers transitiornng from the justice system

5907 Rainier Avenue South moth their families, teaching them to navigate state and Seattle, WA 98118 N/A 501(C)3 local service systems, and to train others to do the same $7,500

To support family and youth leadership Dons Ana County development, community economic development,

Colonias Development Council 1050 Monte and education and training for low-income families Vista Ave, Las Cruces, NM 88001 NBA 501(C)3 in the colornas in southern New Mexico $75,000

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Parry County Road 58, (Old East Parry High) TO strengthen programs et seven Techno houses and Selma, AL 38701 N/A 501(C)3 Increase the Involvement of families . $50.000

to provide leadership development for parents to 91o5 Working Women Education Fund advocate for policies of the stale and local levels that will

Improve the wage and benefit standards of publicly 152 W. Wisconsin, Suite 408 funded jobs that Impact parent's families and other

Milwaukee, WI 63203 N/A 501( C )3 working poor families. $80,000

Economic Justice Fund

The Thoreau Center for Susteinability To Increase the Institute's capacity for analysis and Its Presidia Building 1014 ability to work with community based organizations that

San Francisco, CA 94129 N/A 501(C)3 serve low-income families $100,000

To reach additional youth and engage more parents In Ells Baker Center for Human Rights raising awareness of abuses in the juvenile justice

system, and to Increase awareness of the over- 1230 Market Street, PMB #409 Incarceration of youth in Alameda Country and San Francisco, CA 94102 N/A 501(C)3 throughout California $100,000

Emerald City Outreach Ministries To continue organizing parents and youth to be better

7728 Rainier Avenue South advocates for themselves as leaders In the school Seattle . WA 98118 N/A 501(C)3 system . $40,000

Environmental Health Coalition To support working with families In San Diego's low-

401 Mile of Cars Way, Suite 310 Income communities of color and to advocate (or policy San Diego, CA 92101 N/A 501(C)3 changes that will lead to healthier neighborhoods $133,333

Erie Neighborhood House

1701 West Superior Street To support the advancement of low-Income families' Chicago . IL 80822 NIA 501(C )3 ability to advocate for more responsive education, $120,000

Every Child Matters Educational Fund

440 First Street, NW, Suite 548 To provide $25,000 to secure a challenge grant from the Washington, DC 20001-0504 N/A 501(C)3 national office for the Washington Stale chapter. $25,000

Funds from the grant will be used to develop Fabretto's organizational capacity and implement its ongoing expansion of nutrition, education, and job training programs to al-risk, low Income students who would otherwise drop out of school due to tack of family resources D

Fabretto Children's Foundation These programs help produce responsible productive adults capable of pulling themselves, their families and

428 Wesley Avenue their communities out of poverty by making education a Ocean City, NJ 08226 N/A 501(C)3 realistic possibility $10,000

Family Voices of California

2601 Mission Street, Suite 606 To strengthen their statewide parent advocacy and San Francisco, CA 94110 N/A 501(C)3 organizing $75,000

Farmworker Association of Florida, Inc To support activism and organizing to achieve better

815 South Park Ave housing, wages and working conditions for Flonda Apopka, FL 32703 N/A 501(C)3 farmworkers $150,000

Federation of Child Care Centers of Alabama, Inc [a/k/a FOCAL]

To pilot and to disseminate CATCH, a model program for 3703 Rosa L Parks Avenue increasing parent and community involvement on Montgomery, AL 36105 N/A 501(C)3 childcare issues $100,000

of 17

M8'rgueriYle Casey Foundation EIN 91-2062197

2004 Form 990-PF ' Part XV-a Grants Paid




Parry County Road 58, (Old East Parry High) To strengthen programs at seven Techno houses end Selma, Al 38701 NIA 6011( C )3 Increase the Involvement 01 families . $50,000

to provide leadership development for parents to 9to5 Working Women Education Fund advocate for policies of the state and local levels that will


Milwaukee, WI 53203 NIA 501(C)3 working poor families . $80,000

Federation of Southern Cooperatives To strengthen the capacity among African-American rural

2789 Church Street farmers and their families In the areas of agriculture, East Point, GA 30344 NIA 501(C )3 financing, housing, end youth leadership programs $100,000

Fiesta Educative, Inc. To train and activate local parent leaders in low-Income

3839 Selig Place areas throughout California to become effective Los Angeles, CA 90031 N/A 501(C)3 advocates for their children with disabilities $81,000

Foundation Consortium for California's Children 8 Youth

2295 Gateway Oaks Drive, Suite 100 To promote and Implement the Redesign of the California Sacramento, CA 95833 NIA 501(C)3 Child Welfare System $1,000,000

FRENTE (a/k1a Centro Binaclonal pare el Desarrollo Indigena Oaxaqueno]

To expand El Cenlro's education and outreach work In 2014 Tulare Street, Ste 223 health and civic participation among Oaxacan families in

Fresno . CA 93721 NIA 501(C)3 California's Central Valley . $25,000

Fresno Center for New Americans To assist refugees and Immigrants to become self- sufficient, self fulfilled . and productive members of the

4879 E . Kings Canyon Rd . community, while fostering cultural preservation end Fresno, CA 93727 N/A 501(C)3 promoting cross-cultural understanding . $187,500

Gamatiel Foundation To support the coordination of Gamalfel's formal training of low-Income families who are members of

203 North Wabash, Suite 808 congregations and faith-based organizations in over 50 Chicago, IL 80801 N/A 501(C)3 cities $75,000

Genesis Sheller To provide services for homeless newborns, Including child care, parenting education ,job training/placement,

PO Box 77144 substance abuse counseling, GED and literacy training, Atlanta, GA 30357 N/A 501(C)3 housing counseling, and more $10,000

Georgia Citizens' Coalition on Hunger (a/k/a The Hunger Coalition)

To support the 'Up and Out of Poverty Now campaign 9 Gammon Ave . and other on-going programs that benefit low-Income

Atlanta, GA 30315 N/A 501(C)3 families $50,000

Georgia State University Research Foundation, Inc

Office of Research 8 Sponsored Programs Alumni Hall - Rm G76

30 Courtland St. To conduct a partiupatory narrative evaluation of Atlanta, GA 30303 N/A 501(C)3 ACORN's Accelerated Income Redistribution Campiagn . $150,000

Greater Birmingham Ministries To increase the scale of its organizing work with low-

2304 12th Ave North income families focusing on public education, anti- Birmingham, AL 35234-3111 N/A 501(C)3 racism, and systems reform $100,000

Green Media Toolshed to organize a two-day strategy roundtable to identify the

1200 New York Avenue essential elements of network development to support Washington, DC 20005 N/A 501(C)3 movement building $50,000

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Individuals- Foundation Show any statue of



Parry County Road 58. (Old East Parry High) To strengthen programs at seven TeChno houses and Selma, AL 38701 N/A 501(C)3 Increase the involvement of families . $50,000

to provide leadership development for parents to 9to5 Working Women Education Fund advocate for policies of the stole and local tousle that will

Improve the wage end benefit standards of publicly 162 W. Wisconsin, Suite 408 funded jobs that impact parent's families and other


Harvard Family Research Program [a/k/a HFRP]

Office for Sponsored Research To provide core support for The Evaluation Exchange, a Holyoke Center 7th Floor quarterly periodical that advances knowledge and

1350 Massachusetts Avenue practice in the evaluation of programs serving children, Cambridge, MA 02138 N/A 501(C)3 youth and families . $90,000

Highlander Research and Education Center, Inc . To support the continued development of a cross-race,

1959 Highlander Way cross generational movement for democratic participation New Market. TN 37820 N/A 501( C)3 of low-income families and youth in the South $80,000

Hispanics In Philanthropy (a/k/a HIP)

88 Kearny St ., Suite 1850 For core support in HIP's role as philanthropic advocate San Francisco. CA 94108 N/A 501(C)3 for communities families . $10,000

Hmong National Development, Inc . to promote and implement the Hmong Action and Visibility in Education Project in major Hmong

1112 Sixteenth St. NW, Ste 110 communities in Merced and Sacramento . California, and Washington, DC 20038 N/A 501(C)3 Hickory, North Carolina $300,000

HomeBase The Center (or Common Concerns

870 Market St, Suite 1228 San Francisco, CA 94102 N/A 501(C)3 To provide general support . $50,000

Institute for Washington's Future To support the mobilization of migrant workers whose families follow the harvests and address the needs of an

419 Occidental Ave S #208 increasing number of families who stay seml- Seattle, WA 98104-2888 N/A 501(C)3 permanently . $15,000

Instituto de Education Popular dal sur de California [a/k/a IDEPSCA]

to support leadership development and community 1585 W. 14th Street organizing work with low-income, Latino, and Immigrant

Los Angeles, CA 90015 N/A 501(C)3 families In Southern California . $225,000

Interfaith Education Fund [a/k/a IEF] To strengthen families and communities by providing technical assistance, research and development of new

114 North Texas leadership in the Lower Rio Grande Valley along the Mercet, TX 78570 NIA 501(C)3 Texas/Mexico border $60,000

International Rescue Committee To support work with the Seattle Public School System to

318 First Ave S, Suite 200 create a Bilingual Education program model that ensures Seattke, WA 98104 N/A 501( C)3 academic achievement and a centralized $10,000

Jim Casey Youth Opportunities Initiative, Inc To ensure that youth aging out of foster care will have

222 South Central, Suite 305 increased opportunities for a successful transition to self- St . Lows, MO 63105 N/A 501(C)3 sufficiency $1,500,000

Jobs With Justice To double the number of activists involved in its 41

1325 Massachusetts Avenue NW grassroots coalitions - groups that bring together labor, Suite 200 community based organizations . and religious institutions

Washington, DC 20005 N/A 501(C)3 in the effort to reduce growing disparities m income $100,000

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Parry County Road 58, (Old East Parry High) To strengthen programs of seven Techno houses and Selma, AL 38701 N/A 501(C)3 Increase the Involvement o1 families . $50,000

to provide leadership development for parents to 9to5 Working Women Education Fund advocate for policies of the state and loco) levels that will


Milwaukee, WI 53203 N/A 501(C )3 working poor families . $80,000

To provide a challenge grunt to allow KYRS to ensure KYRS (a/k/a Thin Air Radio) one full time paid staff position, and encourage the

growing listener base to contribute to this community 35 W . Main, Suite 340 station Spokane . WA 98201 NIA 501(C)3 $15,000

LA County Children's Planning Council To expand the Council's efforts to engage families in Its

500 W Temple Street, Room B-28 work and to strengthen its influence on policy Issues Los Angeles, CA 90012 N/A 501(C)3 pertaining to families and youth $250,000

Labor/Community Strategy Center [elkla LCSCj To increase organizational capacity, and expand family

3780 Wilshire Blvd ., Suite 1200 education and participation in its National School for Los Angeles, CA 90010 N/A 501(C )3 Strategic Organizing . $150,000

Larkin Street Youth Services To Increase the capacity and reach of the Larkin Street

1138 Sutler Street Youth Services Continuum, an on-going program for San Francisco, CA 94109 N/A 501(C)3 runaway and homeless youth, ages 18 to 24 . $50,000

Latino Health Access To strengthen the organization's ability to Improve the quality of life and health of uninsured and under-served

1717 N Broadway families by providing accessible, effective preventive Santa Ana, CA 92708 N/A 501(C)3 services and educational programs. $200,000

To Improve the academic achievement of Latino/a students In Washington State by Involving them In leadership opportunities, especially advocating for the

Latino/a Educational Achievement Project legislative Issues that impact their education and Involve the parents of the LaQno/a students In supporting their

1805 NW Sammamish Road, Suite 100 efforts for a success in the public schools and the WASL Issaquah, WA 98027 N/A 501(C)3 tests . $25,000

Liberty Hill Foundation To implement a pilot program to enhance the

2121 CIoveAield Boulevard, Suite 113 participation of low-Income families m the electoral Santa Monica, CA 90404 N/A 501(C)3 process . $300.000

Little Village Development Corp . For community organizing and advocacy centered on education reform and violence prevention and to

2756 S . Harding Avenue implement housing and industry retention programs to Chicago, IL 60623 N/A 501(C)3 facilitate community-driven economic development . $300,000

Los Angeles Alliance for a New Economy [a/k/a LARNE]

To reduce poverty among the working poor and increase 215 West 6th, Suite 1204 social and economic equity for working families in Los Los Angeles, CA 90014 N/A 501(C)3 Angeles County $200,000

Los Angeles Metropolitan Churches [a/k/a/ LAM) To support community education and leadership

4701 South Central Avenue development for parents addressing public education, Los Angeles, CA 90011 N/A 501(C)3 kinship care and child support issues $120,000

Louisiana Children's Museum

420 Julia Street To expand upon the Healthy Lifestyle Choices program, New Orleans, LA 70130 N/A 501(C)3 focusing on low income families with children $75,000

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21 al Century Youth Leadership Movement

Perry County Road 58, (Old East Perry High) To strengthen programs at seven Techno houses and Selma, AL 38701 N/A 501( C )3 Increase the Involvement of families. $50.000

to provide leadership development for parents to 9to5 Working Women Education Fund advocate toy policies of the state and local levels that will


Milwaukee, WI 53203 NIA 501(C )3 working poor families . $80,000

Low Income Families' Empowerment Through Education (e/k/e LIFETIME)

To empower low-Income parents to determine, pursue an 132 E . 12th Street achieve their goals (or education, employment and

Oakland, CA 94808 N/A 501(C)3 economic security. $300.000

Mariposa Community Health Center To engage more parents and youth to advocate for

1852 N . MastlCk Way systems changes that benefit the health, well-being and Nogeles, AZ 85621 N/A 501(C)3 economic prospects of their families $450,000

To support the Massachusetts DSS efforts to fundamentally revise the nature of its child welfare

Massachusetts Department of Social Services practice to Incorporate a 'family-centered' approach at all levels of the organization This effort will be a joint

24 FarnswoAh Street State venture with Casey Family Programs, whose staff will Boston, MA 02210 N/A Institution continue to provide on-site advice and consultation $333,333

Metropolitan Area Advisory Committee To suppoA the MAAC Community Charter School and

22 West 35th Street, Suite 100 expand Its focus on youth and parent community National City, CA 91950 N/A 501(C)3 organizing . $133,333

Metropolitan Tenants Organization (alWa/ MTO) To organize, educate, and empower low-Income families to exercise their rights and have a voice In decisions that

1180 N . Milwaukee Avenue effect the availability of and access to affordable, safe, Chicago, IL 80822 N/A 501(C)3 and decent housing . $80,000

Mexican American Legal Defense end Education Fund [a/k/a MALDEF) To expand Its Parent Support end Leadership Programs

(PSLT) end to more effectively coordinate the public 634 South Spring Street, 11th Floor policy and education at the state and national levels with

Los Angeles, CA 90014 N/A 501(C)3 its local parent leadership training programs $250,000

Miami Workers Center To build grassroots organizing leadership capacity in Miami-Dads, and connect with other low-Income worker

8127 NW 7th Avenue advocacy efforts at the local, state, national and Miami . FL 33127 N/A 501(C)3 international levels . $135,000

Mississippi Low-Income Childcare Initiative For leadership training in the 'More Is Caught Than

111 Rue Magnolia, Suite 204 Taught Curnculum' for child care providers and parent Biloxi, MS 39530 N/A 501(C)3 activists across the state $150,000

Mississippi Workers' Center for Human Rights To provide support (or organizing, advocacy, education

213 Main Street and leadership training for low-income workers across Greenvdte, MS 38701 NIA 501(C)3 the state of Mississippi $112,500

Mockingbird Society

2100 24th Ave S Ste . 350 Seattle, WA 98144 N/A 501(C)3 For core operating support $50,000

Montana State University, State To continue to apply their groundbreaking approach 321 Culbertson,Bozeman, MT, 59717 N/A I Institution ` to create campaigns to initiate behavioral change , $50,000

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Perry County Road 58, (Old East Perry High) To strengthen programs at seven Techno houses and Selma, AL 38701 N/A 501(C)3 Increase the Involvement of fomilles . $50,000

to provide leadership development for parents to 9to5 Working Women Education Fund advocate for policies of the state and local levels that will


Milwaukee . WI 63203 N/A 501( C)3 working poor families . $80,000

To strengthen organizational capacity through leadership Morning Star House, Inc development, strategic planning, and volunteer training,

and to support community organizing among Indian 8001 Marble NE, Suite 15 women and survivors of domestic violence to better Albuquerque, NM 87110 N/A 501(C)3 advocate for themselves and their families $90,000

Movement Strategy Center

1611 Telegraph Ave ., Suite 1611 Oakland, CA 94612 NIA 501(C)3 To develop e measure of family mobilization . $6,000

Movement Strategy Center

1611 Telegraph Ave ., Suite 1811 Oakland, CA 94812 N/A 501(C)3 To develop a measure of family mobilization $20,000

Mujeres Latinas en Action To support programs that empower Latinas, their

1823 W 17th Street families, and youth to create social change fn their lives Chicago, IL 80808 N/A 501( C )3 and communities . $80,000

National Association of Latino Elected and to support the Voces dal Pueblo (Voices of the People) Appointed Officials Educational Fund program, an extensive voter engagement Initiative aimed

a1 mobilizing 1,000,000 registered Latino voters who 1122 W Washington Blvd ., 3rd Floor have been Identified as unlikely to vote in the next

Los Angeles, CA 90015 N/A 601(C)3 election. $300,000

National Community Development Institute (elWa NCDI]

To grow from a California-based organization Into a 1814 Franklin Street, Suite 720 national organization with a local presence in the South

Oakland, CA 94812 NIA 501(C)3 and other regions. $150,000

National Health Foundation [a/We NHFJ

515 S Figueroa St, Suite 1300 To develop an evaluative chronicle of the California Child Los Angeles, CA 90071 N/A 501(C)3 Welfare Services Redesign effort $235,000

To engage Native youth in challenging activities and National Indian Youth Leadership Protect meaningful experiences in the community and the natural

world to prepare them for healthy lives as capable, PO Box 2140 contributing members of their family, community, tube,

Gallup, NM 87305 N/A 501(C)3 and nation. $225,000

National Interfaith Committee for Worker Justice To organize and strengthen interfaith worker justice groups that will improve family wages and benefits m key

1020 West Bryn Mawr, 4th Floor communities in the South, Southwest, Chicago, and Chicago, IL 60660-4627 N/A 501(C)3 California $90,000

New York University - Wagner School of Public Service

295 Lafayette Street New York, NY 10012-9604 N/A 501(C)3 To convene the North American Learning Community 550,000

Newtown Florist Club To offer leadership development skills to low-income

1067 DeSota Street youth as a way to strengthen the group's youth Gainesvdle, GA 30501 N/A 501(C)3 leadership work $20,000






Parry County Road 58, (Old East Parry High) To strengthen programs at seven 7echno houses end Selme, AL 38701 N/A 501(C)3 Increase the Involvement of familie s . $50.000

to provldo leadership development for parents to 9to5 Working Women Education Fund advocate for policies of the state and local levels that will


Milwaukee, WI 53203 N/A 501(C)3 working poor families . $80,000

North Florida Educational Development Corporation To provide for grassroots of organizing low-Income

PO Box 550, 100 Beech Street Individuals and families in Gadsden County, FL to Gretna, FL 32332 NIA 501(C)3 achieve greater self-sufficiency and self-determination $97,500

Northwest Federation of Community Organizations

1265 s Main St suite 305 To continue their mobilization on economic and racial

Seattle, WA 98144 NIA 501(C)3 Justice Issues $30,000

To support and develop the leadership of low-income workers of color, women workers and their families to

incrase the number of family wage jobs available to them Northwest Labor and Employment Law Office and their communities In the Seattle area . Lead

educational ectivites to build understanding and solidarity 409 Maynard Ave . South, Suite P-4 between AFrican American and new Immigrant

Seattle, WA 98104 NIA 501(C)3 communities . $50,000

Northwest Social Forum To support the convening of people from throughout the region to learn, dialogue and share successful models of

cJO Center for Social Justice social change, and to build a movement of individuals 1325 41h Avenue, Suite 940 and organizations committed to e just and peaceful Seattle, WA 98101-2509 N/A 501(C)3 world . $25.000

OMB Watch To conduct four regional strategy sessions to discuss e

1742 Connecticut Ave . NW long-term, national plan for promoting sound federal tax Washington, DC 20009-1171 NIA 501(C)3 and budget policy $25,000

Onward Neighborhood House (a/k/e ONHJ

600 North Leavitt Street To empower low-Income families and youth to recognize Chicago, IL 80822 N/A 501(C)3 Issues and participate actively within their communities $60,000

Pacific Institute for Community Organizations For expanded faith-based community organizing of low-

171 Santa Rosa Ave income families throughout the west, southwest and Oakland, CA 94610 N/A 501(C)3 southern states $375,000

Pacific News Service To support the statewide and national expansion of The

275 9th Street, 3rd Floor Beat Within, a program addressing the needs and San Francisco, CA 94103 N/A 501(C)3 concerns of first-time youth offenders $50,000

Parent Institute For Quality Education to provide a nine week parent involvement workshop to 7,500 low-income and limited English speaking families

4010 Morena Blvd #200 annually to help those parents became active participants San Diego, CA 92117 N/A 501(C)3 in their children's education $600,000

Parent Voices of California Child Care Resource and Referral Network To help the Network expand Parent Voices throughout

California, so the organization can become a statewide 111 New Montgomery Street, 7th Floor parent-driven movement to improve the lives of California

San Francisco . CA 94105 NIA 501(C)3 parents and their families $125,000

Parents Anonymous to develop the Parents in Acton project to tram parents

675 West Foothill Blvd , Suite 220 and link them to community based organizations doing Claremont, CA 91711-3475 N/A 501(C)3 community organizing $400,000

Page 12 of 17






Perry County Road 68, (Old East Perry High) To strengthen programs at seven Techno houses and Selma, AL 38701 NIA 501( C )3 Increase the Involvement of families . $50.000

to provide leoderehlp development for parents to 9to5 Working Women Education Fund advocate for policies of the store and local levels that will


Milwaukee . WI 53203 NIA 501(C)3 working poor families . $80,000

People's Institute for Survival and Beyond To strengthen the organization's anti-racist organizing

7188 Crowder Blvd, Suite 100 capacity, expand training and curricula, end Implement a New Orleans, LA 70127 N/A 501(C)3 national People's Institute Youth Agenda . $100,000

Persephone Productions . Inc .

1825 K Street NW, Sute 501 To produce tour segments on working families and the Washington, DC 20008 N/A 501(C)3 development of a public education framework $1,200,000

Philanthropy Northwest

2505 Third Avenue . Suite 200 Seattle, WA 98121 N/A 501(C)3 To Support Philanthropy Northwest's Annual Conference . $10,000

Potlatch Fund

Norton Building . 801 Second Avenue, Suite 304 Seattle, WA 98104 N/A 501( C )3 To promote youth leadership and Native philanthropy $30.000

Public Advocates to support the collaboration between Californians for

131 Steuarl Street, Suite 300 Justice and Public Advocates to organize low-income San Francisco, CA 94105 N/A 501(C)3 families for the purpose of Increasing educational equity . $450,000

Radio Billngue To strengthen the station's ability to provide immigrant families throughout the Central Valley with high-quality

5005 E . Belmont . Ave . radio services that ere culturally competent, educational Fresno, CA 93727 NIA 501(C)3 and have lasting Impact . $100.000

Reach Out and Read

29 Mystic Avenue To continue their great work with young children through Someroille, MA 02145 N/A 501(C)3 their pediatricians on reading . $30,000

Rural School and Community Trust to support the Rural Fellows Leadership Program's efforts to build statewide rural school reform advocacy

1530 Wilson Blvd ., Suite 240 organizations in Arkansas, Alabama, North Carolina and Arlington, VA 22209 N/A 501(C)3 South Carolina . $300,000

SafeFutures Youth Center To enhance youth's development though the provision of

6337 35th Ave . SW culturally effective academic support and leadership Seattle, WA 98126 N/A 501(C)3 development services $50,000

Safeplace

PO Box 2002 Olympia, WA 98507-2002 N/A 501(C)3 For advocacy and education programs $40,000

Seattle Young People's Project [a/k/a SYPP]

2820 E Cherry Street To build a successful youth movement by improving Seattle, WA 98122 NIA 501(C)3 youth organizing and building organizational capacity $30,000

Somos Un Pueblo Unido To support Somos Un Pueblo Unido's work with

1205 Parkway Dr , Ste . B immigrant families including immigrant rights, education, Santa Fe, NM 87507 N/A 501(C)3 leadership and advocacy programs $30,000

Southern California Indian Center, Inc To strengthen Native families and communities, both urban and rural, by developing the capacity of leaders,

10175 Slater Ave , Suite 150 families, and communities throughout Southern Fountain Valley, CA 92708 N/A 501(C)3 California $66,667

Page 13 of 17

of 17






Perry County Road 58, (Old East Perry High) To strengthen programs at seven TeChno houses and Selma, AL 38701 N/A 501(C)3 Increase the involvement of families . $50,000

to provide leadership development for parents to 9to5 Working Women Education Fund advocate for policies of the stale and local levels that will



Southern Center (or Human Rights to organize prisoners' families as a political constituency

83 Poplar St NW for social justice by developing a network of trained Atlanta, GA 30303 N/A 501(C)3 activists and advocates across Georgia $100,000

Southern Echo, Inc . To support organizing of low-income families In the Deep

PO Box 9306 South to address Issues of concern to them including Jackson, MS 39288 N/A 501(C)3 government accountability and public education . $166,666

Southern Echo, Inc . To support organizing of low-Income families In the Deep

PO Box 9306 South to address issues of concern to them Including Jackson, MS 39288 N/A 501(C)3 government accountability and public education $188,667

Southern Mutual Help Association, Inc. [a/k/a SMHA]

To support community-building programs in the areas of 3802 Old Jeanerette Road health, education, housing and leadership development New Iberia, LA 70583 N/A 501(C)3 in Southern Louisiana $100,000

Southern Partners Fund, Inc. To strengthen the capacity of grassroots organizations

1237 Ralph David Abemelhy Blvd . SW working with low-Income families in twelve southern Atlanta . GA 30310 NIA 501(C)3 states. $250.000

Southern Regional Council, Inc . [alk/a SRCJ To strengthen its program and communication capacity,

133 Camegle Way coordinate multiracial collaborations between community Suite 1030 groups, and mobilize youth groups to find solutions for

Atlanta, GA 30303 N/A 501(C)3 Issues related to public education and racial profiling $100,000

Southwest Community Resources, Inc [fiscal sponsor of SWOP]

To promote education and advocacy to improve the 211 10th St. SW economic and environmental lives of New Mexico's

Albuquerque, NM 87102 N/A 501(C)3 poorest (amities and communities $50,000

to support a collaborative network of youth, community Southwest Youth Collaborative development, and organizing and family service

organizations in southwest Chicago to assist local young 6400 South Kedzfe Avenue people in budding positive futures and becoming

Chicago, IL 60629 N/A 501(C)3 successful members of society $125,000

Sparks Housing Development Corporation To develop local leadership, to mentor, and to train low-

106 Peyton Road income youth and families in finance and fob skills in the El Paso, TX 79928 N/A 501(C)3 colornas $50,000

SPIN Project to strengthen the capacity of the Foundation's grantees to

77 Federal Street . 2nd Floor shape public opinion and inform public policies impacting San Francisco, CA 94107 N/A 501(C)3 low-income families and communities nationwide $300,000

To organize local chapters of activist parents, caregivers, Stand for Children and others concerned about children in Tennessee and

South Carolina, and help the national Stand for Children 516 SE Momson, Suite 206 office expand its capacity for development, marketing

Portland, OR 97214 N/A 501(C)3 and evaluation $66,667

of 17


2004 Fpm 990-PF Part XV-a Grants Paid

Individuals . Foundation Show any status of



Perry County Road 58, (Old East Perry High) To strengthen programs at seven Techno houses and Selma, AL 38701 N/A 501(C)3 Increase the Involvement of families . $50.000

to provide leadership development for parents to 9to5 Working Women Education Fund advocate for policies of the stale and local levels that will


Milwaukee, WI 83203 N/A 501(C)3 working poor famines . $80,000 Statewide Poverty Action Network

PO Box 31151 To support SPAN's public policy advocacy on behalf of Seattle , WA 98103 N/A 501(C)3 low-Income families $50,000

Re-picked up by Crystal - To engage diverse working- Strategic Actions for a Just Economy (a/k/a SAJE) class families in Los Angeles In a shared effort to create

new policies In the areas of financial access, affordable 152 West 32nd Street and healthy housing, and good jobs that will directly

Los Angeles, CA 90007 N/A 501(C)3 impact their economic lives . $300,000

Strategic Concepts in Organizing and Policy Education [ alk/a SCOPE]

To support the Community Initiative for Jobs and Health 1715 W . Florence Ave. Care programs that connect parents to job training and

Los Angeles, CA 90047 N/A 501(C )3 opportunities in the health care industry. $166,667

Street Academy Foundation To support the Street Academy In providing a community

417 29th St. based college preparatory high school education with the Oakland, CA 94809 NIA 501(C)3 collaboration of students' families . $75,000

Technology Access Foundation

3803 S . Edmunds St ., Suite A To support youth programs, family involvement and Seattle, WA 88118 N/A 501(C )3 expansion to a third site in While Center. $50,00 0

Texas Low Income Housing Information Service To expand the Border Low Income Housing Coalition's education and organizing work around housing among

508 Powell Street low-income and immigrant families living along the Austin, TX 78703-5122 N/A 501(C)3 US/Mexico Border. $40,000 The Finance Protect

to develop and disseminate the Sustainability Planning 1401 New York Avenue NW, Suite 800 Workbook to help community-based initiatives develop

Washington, DC 20005 N/A 501(C)3 long-term organizational and financial viability. $500,000 The Hopi Foundation

To support the preservation of cultural heritage and Hwy 264, Mile Marker 387.9 development of Native microenterprise in the Hopi

Hotevilla, AZ 86030 N/A 501( C )3 reservation $56,667

to support an outreach campaign and training for local The Kindling Group . teen mentors to improve how low-income communities

meet the needs of pregnant teens and their babies based 1222 W Wilson Ave , Suite 2E on the Doula Program and A Doula Story, a documentary

Chicago, IL 60640 N/A 501(C)3 film about community doulas $50,000 Tohono O'dham Community Action

To support community building work to strengthen low- PO BOX 1790 income Native American families of the Tohono O'odham

Sells, AZ 85634 N/A 501(C)3 Nation . $375,000

To hire a bilingual/bicultural person as a new site coordinator ; to be matched 1 1, by the Tukwda business

Tukwda Community Schools Collaboration community This well allow them to hire the first site coordinator from the communities they are serving and

4640 S 144th St . challenge the surrounding business community to Tukwda, WA 98168 N/A 501(C)3 support TCSC $15,000

of 17

Maiguerife Casey Foundation EIN 91-2062197




21 sl Century Youth Leadership Movement

Perry County Road 58, (Old East Perry High) To strengthen programs at seven Techno houses and Selma, AL 38701 N/A 501(C)3 Increase the Involvement of families . $50,000

to provide leadership development for parents to 91o5 Working Women Education Fund advocate for policies of the state and local levels that will



United South Broadway Corporation to mobilize low-Income families, local grassroots organizations, and statewide policy groups to advocate

PO Box 25242 for stronger anti-predatory lending laws and public policy Albuquerque, NM 87125 N/A 501(C)3 changes $300,000

University of Maryland Baltimore County Shriver to support the Choice Program, an early Intervention Center, Choice Program program that provides intensive, mufti-faceted supports

to primarily African American youth around 15 years of 1000 Hilltop Circle age who had serious encounters with the juvenile justice

Baltimore, MD 21250 N/A 501(C)3 system and are at high-risk for re-arrest . $168,687

Voices for Opportunities, Income, Childcare, Education and Support [alkle VOICES)

1428 Broadway Spokane, WA 99201 N/A 501(C)3 For general operating support $30,000

Welfare Rights Organizing Coalition [a/kla WROCJ To organize and educate low Income and low wage

1820 E Pine, Suite 324 working parents to advocate for themselves within the Seattle, WA 98122 N/A 501(C)3 public welfare system $30,000

To support Respect for All, a national outreach program Women's Educational Media/Association of and collaboration that will train parents, youth, and

Children's Museums [e/k18 WEM) service providers to increase their competency on diversity, reduce the Incidence of name-calling end

2180 Bryant Street, #203 bullying In schools, and prevent bias among youth and San Francisco, CA 94110 NIA 501(C)3 adults . $100,000

Women's Foundation of California To support Individual leadership development, strengthen

340 Pine Street, Suite 302 small and emerging grassroots organizations led by San Francisco, CA 94104 N/A 501(C)3 women, and Improve systemic policy advocacy $890,000

Women's Leadership Fund, Inc . for The White House Project

110 Wall Street, 16th Floor To support the Vote, Run, Lead Program in Washington New York, NY 10005 N/A 501(C)3 State . $50,000

women's Project To create a leadership institute to affect changes in

2224 Main Street public policy and public perception that will support family Little Rock, AR 72206 NIA 501(C)3 strengthening alternatives to incarceration. $50,000

Woods Fund of Chicago

360 Michigan Avenue, Suite 1600 Chicago, IL 60601 N/A 501(C)3 To support program and administrative expenses $30,000

Working Partnerships USA (a/k/a WPSUAJ To strengthen families and communities by coordinating a broad coalition of community, labor, faith-based,

2102 Almaden Road Suite 107 housing and environmental organizations and activists, San Jose, CA 95125 N/A 501(C)3 all working to institute systemic economic reforms $200,000

of 17

MaYgueritb Casey Foundation EIN 91-2062197

2004 FQrm 990-PF Part XV-a Grants Paid



21 at Century Youth Leadership Movement

Parry County Road 58, (Old East Parry High) To strengthen programs of seven Techno houses and Selma, AL 38701 N/A 501( -C)3 I ncrease the Involvement of families . $50,000

to provide leadership development for parents to 8to5 Working Women Education Fund advocate for policies of the state and locos levels that will


Milwaukee, WI 53203 N/A 501(C)3 working poor families. $ 80,000

Ynkama Notion Family Counseling (a/k/e Catholic Family 8 Child Service of YakImaJ To provide services to Yakama families, help staff

transition to completely reflect Its constituency and move 5301 Tieton Drive, Suite C the organizational vision to encompass advocacy and Yakima, WA 98908-8750 N/A 501(C)3 activism . $30.000

Zeum

221 Fourth Street For ZEUM to increase the cultural competency of Its San Francisco, CA 94103 NIA 501(C)3 exhibits and Increase access for low-Income families $125,000

Zeum To support the Creative Families, Healthy Community

221 Fourth Street Initiatives designed to Improve the lives of low-Income, San Francisco, CA 94103 N/A 501(C)3 underserved families (n the San Francisco Bay Area $100,000

Other various miscellaneous grants $25,891

Total Grants Paid $28,624,5141

Marguerite Casey Foundation 2004 Form 990-PF

EIN 91-2062197 Part XV-b Grants for Future Payment


Recipient -Name and Address relationship recipient Purpose of rant or contribution Amount

9to5 Working Women Education Fund to provide leadership development for parents to advocate for policies at the slate and local levels that will improve the wage and benefit

152 W. Wisconsin, Suite 408 standards of publicly funded fobs that impact parent's families and other Milw aukee, WI 53203 NIA 50103= working r lamilles . $120,000

Adults and Youth United Development Association [alkla AYUDA)

1325 Beverly Ann to strengthen organizational capacity to support core community P 0. Box 2017 organizing work with low-income families advocating in rural

San Elizarfo, TX 79849 NIA 501 c(~3 communities . $100,000

Eleven Dupont Circle NW, 2nd Floor To conduct 'Effective Policy Advocacy' workshops (or Marguerite Casey Washington, DC 20036 NIA 501 (c)3 Foundation grantees . $75,000

American Civil Liberties Union (alkla ACLU

125 Broad Street, 18th Floor To assist the Women's Rights Project build a relationship with New York, NY 10004 NIA 501 (c)3 community based organization partners and vulnerable women. $200,000

American Institute (or Social Justice FS : ACORN

739 8th Street SE Washington, DC 20003 NIA 501 (c)3 To support ACORN's Earned Income Tax Credit Campaign . $1,125,000

Applied Research Center To enhance the capacity of community based advocacy organizations

3781 Broadway to integrate a raGal yustice analysis into their work, with an emphasis on Oakland, CA 94611 NIA 501 (c)3 protects in the Deep South and Southwest $450,000

Arkansas Public Policy Panel To expand the base of activists in Ilow-income and marginalized

1308 West 2nd Street communities working (or education and fiscal policy reforms at the local Little Rock, AR 72201 NIA 501(c)3 and state levels . ~ $240,000

Associated Black Charities

1114 Cathedral Street Baltimore, MD 21201.5515 NIA 501 (c)3 To support young children $5,000

Breast Cancer Action

55 New Montgomery Suite 323 To support Breast Cancer Action's prevention-based model of cancer San Francisco, CA 94105 NIA 501 (c)3 awareness and advocacy $30,000

Casa de Proyecto Libertad To support its efforts to organize the immigrant community of the Rio

113 N. 1 st Street Grande Valley to advocate for constitutional and basic human rights Harlingen, TX 78550 N/A 501 (c) 3 that will strengthen the stability and well-being of families. $112,500

r,TLTai iwirittrativ~~a-engage parerns-orcnnQren-MuFserrous-memar- health issues in their child's treatment process These parents, most of

Catholic Charities of Maryland whom are very low income, not only learn how to more effectively cope with their child's illness, but become effective advocates for change in

320 Cathedral Street public policy on the treatment options for children in low income Baltimore, MD 21201 NIA 501(c)3 families $5,000

Center for New Horizons

4150 South King Drive To strengthen parent and youth organizing work, developing a Chicago, IL 60653 N/A 501(c)3 leadership team of 100 parents and 15 youth $300,000

Chicanos Por La Causa, Inc

1112 East Buckeye Road To further enhance the Youth Pride Initiative by providing Phoenix, AZ 85034-4043 N/A 501 (c)3 parent/community engagement opportunities $200,000

Page 1 of 5

of 5

Milrguerile Casey Foundation 2004 Form 990-PF




Children's Defense Fund [alkla CDF] to engage 1000 women across three southern states In advocacy and

25 E Street NW organizing to change public policy toward achieving economic and Washington, DC 20001 NIA 501 c 3 social justice for themselves and their families . $400,000

Coalition of Immokalee Workers To support grassroots organizing and activism of workers to hold low-

PO Box 603 wage industries, Including day labor, construction and tourism-related 215E West Main Street services and agricultural corporations accountable to basic worker Immokalee, FL 34143 NIA 501 c3 ustice and dig nity . 8150,000

Coalition to Undo Racism Everywhere To support a coalition of 40 organizations who are training trainers that

PO Box 47437 include parents and their children who are able to raise the issue of Seattle, WA 98146 NIA 501 ( c) 3 racism in their schools and place of work 818,000

Comite Pro-Amnistia General y Justicla Social

2021 S Welter Street To support ComdA Pro-Amnistia General Y Justida Social as it Seattle, WA 98144 NIA 501 (c)3 expands its organizing work beyond the greater Searile area $20,000

Denver Indian Family Resource Center

393 S . Harian Street, Suite 100 Lakewood, CO 80226 NIA 501(c)3 Core Support for reunification of parents and children $20,000

Dream Fund Public Interest Projects

80 Broad Street, 17th Floor For a collaborative partnership to promote innovative research, New York, NY 10004 NIA 501 ( c ) 3 outreach and action related to affirmative action and equity . $ 1,000,000

Economic Justice Fund

The Thoreau Center for Sustainability Presidio Building 1014 To increase the Institute's capacity for analysis and its ability to work

San Francisco, CA 94129 NIA 501 (c )3 with community based organizations that serve low-Income families $1,000,000 Fair Housing Agency of Alabama To identify and remove institutionalized acts of housing discrimination in

the affordable housing industry ; and to increase home ownership 800 Downtowner Blvd Ste 108 opportunities and provide financial literacy education for low-income

Mobile, AL 36606 NIA 501 (c)3 families . $90,000 Family Planning of Clallam County

To support culturally proficient breast health services, education and P 0 Box 927 outreach with prionty on low-income Native American and Latina

Port Angeles, CA 98362 NIA 501 (c )3 women $10,000

Family Voices of California

2601 Mission Street, Suite 606 San Francisco, CA 94110 NIA 501(c 3 To strengthen their stateHnde parent advocacy and organizing $75,000

Farmworker Association of Florida, Inc

815 South Park Ave For support of relief efforts resulting from hurncanes Ivan, Charley, Apopka, FL 32703 N/A 501(c)3 Frances and Jeanne $25,000

Farmworker Association of Florida, Inc

815 South Park Ave To support activism and organizing to achieve better housing, wages Apopka, FL 32703 N/A 501 (c)3 and workin g conditions for Flonda farmworkers $150,000

of 5

Majr guerite Casey Foundation 2004 Form 990-PF




Federation of Child Care Centers of Alabama, Inc . Jalkla FOCAL) To maximize the potential 01 child care centers to mobilize and organize

families as leaden In low-Income communities, in advocating for 3703 Rosa L. Parks Avenue changes In child care policy and tax reform, In Implementing anti-racist Montgomery, AL 36105 NIA 501(c)3 curriculum, and in strenglhenlng FOCAL's financial sustainabllity._ _ ~ $300,000

Federation of Southern Cooperatives

2769 Church Street For support of relief efforts resulting from hurricanes Ivan, Charley, East Point, GA 30344 NIA 501(c)3 Frances and Jeanne $25,000 Fiesta Educallva, Inc .

To train and activate local parent leaders in low-income areas 3839 Selig Place throughout California to become effective advocates for their children

Los Angeles, CA 90031 NIA 501 (c)3 with disabilities . $81,000 Fresno Center for New Americans

To assist refugees and immigrants to become self-sufficient, self 4819 E. Kings Canyon Rd . fulfilled, and productive members of the community, while fostering

Fresno, CA 93727 NIA 501(c)3 cultural preservation and promoting cross-cultural understanding . $187,500 Hate Free Zone Campaign of Washington [alkla

HFZJ

4860 Rainier Avenue South Se attle, WA 98118 NIA 501 (c)3 For organizational development . $30,000

For statewide advocacy and organizing dedicated to transforming Juvenile Justice Project of Louisiana Louisiana's juvenile justice system (which ranks among the nation's

worst) to alternative community-based programs which give troubled 1600 Oretha Castle Haley Blvd . youth and their families a voice in the development of a humane and New Orleans, LA 70113 NIA 501(c)3 effective system . $300,000

KYRS [alkla Thin Air Radio) To provide a challenge grant to allow KYRS to ensure one full time paid staff position, and encourage the growing listener base to contribute to

35 W Main, Suite 340 this community slation .0 Spokane, WA 99201 N/A 501 (c)3 $15,000

To improve the academic achievement of Latino/a students m Latinola Educational Achievement Project Washington State by involving them in leadership opportunities,

especially advocating for the legislative issues that impact their 1605 NW Sammamish Road, Suite 100 education and involve the parents of the Latinola students in supporting

Issaquah, WA 98027 NIA 501 (c)3 their efforts for a success in the public schools and the WASL tests . $25,000 Louisiana Children's Museum

To build on the Healthy Stag program by starling a comprehensive and 420 Julia Street sustainable community engagement and capacity building initiative to

New Orleans, LA 70130 NIA 501 c)3 address childhood well-being in New Orleans $125,000 Miami Workers Center

To build grassroots organizing leadership capacity in Miami-Dada, and 6127 NW 7th Avenue connect with other low-income worker advocacy efforts at the local, Miami, FL 33127 NIA 501(c)3 state, national and international levels $135,000

Mississippi Workers' Center for Human Rights

213 Main Street To provide support for organizing, advocacy, education and leadership Greenville, MS 38701 NIA 501(c)3 training for low-income workers across the state of Mississippi $112,500

Morning Star House, Inc To strengthen organizational capacity through leadership development, strategic planning, and volunteer training, and to support community

6001 Marble NE, Suite 15 organizing among Indian women and survivors of domestic violence to Albuquerque, NM 87110 NIA 501 (c)3 better advocate for themselves and their families $90,000

of 5

Ma,~guerite Casey Foundation 2004 Form 990-PF



Recipient -Name and Address relationship recipient Purpose of rant or contribution Amount National Indian Youth Leadership Project To engage Native youth In challenging activities and meaningful

experiences in the community and the natural world to prepare them for PO Box 2140 healthy hues as capable, contributing members of their family,

Gallup, NM 87305 NIA 501(c~3 _ community, tribe, and nation . $225,000 National Invitational Conference on Community

Building [a/k/a NICCBJ

310 Dunham Court To support the National Invitational Conference on Community Building Severna Park, MD 21146 NIA 501(cl3 . fn Cambridge, MA from December 5.8, 2004 . $45,000

North Florida Educational Development Corporation

To provide for grassroots of organizing low-income individuals and PO Box 550, 100 Beech Street families in Gadsden County, FL to achieve greater self-sufficiency and

Gretna, FL 32332 NIA 501 (c)3 self-determination . $97,500 Northwest Social Forum

To support the convening of people from throughout the region to loam, Go Center for Social Justice dialogue and share successful models of social change, and to build a 1325 4th Avenue, Suite 940 movement of individuals and organizations committed to a just and Seattle, WA 98101-2509 NIA 501 (c)3 peaceful world $25,000

Pack Institute for Community Organizations To support PICO's national and local efforts to increase the capacity of

171 Santa Rosa Ave. Southern organizing groups and the development of a family focused Oakland, CA 94610 NIA 501 (c)3 organizing campaign called New Voices . $1,000,000

Parents for Public Schools To expand the membership base of low income parents and to increase

407 South Dearborn Street, Suite 1500 parent influence in public school improvement issues by forming Chicago, IL 60605 NIA 501(c)3 statewide networks in at least three southern states by 2007 $3 00,000 Powerful Voices

162018th Avenue, Suite 100 To support the position of a community-based staff member to work Seattle, WA 98122 NIA 501 (c) 3 directly on program with the girls, particularly the STAGES program $30,000 Proyecto Azteca

To support the transformation of a loosely affiliated group of families PO Box 27 into an organized network that can advocate for themselves and bring

San Juan, TX 78589 NIA 501 (c)3 about changes in the infrastructure of colonias . $450,000 Somos Un Pueblo Unido

To support Somos Un Pueblo Unido's work with immigrant families 1205 Parkway Dr ., Ste . B including immigrant rights, education, leadership and advocacy Santa Fe, NM 87507 NIA 501 (c)3 programs. $60,000

South Seattle Community College

600016th Avenue SW To support South Seattle Community College's Budding Community Seattle, WA 98106 N/A 501 (c)3 Participation Initiative $10,000

Southwest Youth Collaborative to support a collaborative network of youth, community development, and organizing and family service organizations in southwest Chicago

6400 South Kedzie Avenue to assist local young people in building positive futures and becoming Chicago, IL 60629 N/A 501(c 3 successful members of society $250,000

TARGET Area Development Corp . To support organizing, leadership development, civic engagement and

1542 W 79th Street community revitalization in Chicago's Auburn-Gresham, West Chatham Chicago, IL 60620 NIA 501(c)3 and Englewood communities $225,000

of 5

Ma,;gueri~e Casey Foundation 2004 Form 990-PF

EIN 91-2062197 Part XV-b Grants for Future Payment ,.



The Institute for Intercullural Studies

67A East 77th Street To conduct and promote results of a poll on the impact of NY, NY 10021 NIA 501(c 3 Intereeneralfonal Issues on the voting preferences of grandparents. $5000

The Kindling Group ~ to support an outreach campaign and training for local teen mentors to Improve how low-Income communities meet the needs of pregnant

1222 W. Wilson Ave., Suite 2E teens and their babies based on the Doula Program and A Doula Story, Chicago, IL 60840 NIA 501(c)3 a dxumentary film about community doulas . ~~ $50,000

Tucson Children's Museum, Inc.

200 South 6th Ave. To provide general support to the Museum in its efforts to Improve our Avenida Cesar Chavez exhibits, programs and activities, broaden participation by low-Income

PO Box 2609 families and people of color, and expand collaborative partnerships with Tucson, AZ 85702 NIA 501 c)3 other community-based organizations $75,000

Tucson Indian Center To engage parents and youth in advocacy for systemic changes that

97 Easet Congress benefit the health, well-being and economic prospects of their families Tucson, AZ 85702 NIA 501 (c)3 and to build the capacity of the organization $375,000

Tukwila Community Schools Collaboration To hire a bilingual/bicultural person as a new site coordinator, to be matched 1 :1, by the Tukwila business community This will allow them

4640 S 144th St. to hire the first site coordinator from the communities they are serving Tukwila, WA 98168 NIA 501 (c)3 and challenge the surrounding business community to support TCSC . $15,000

United National Indian Tribal Youth (alkla UNITY] To foster the spiritual, mental, physical and social development of American Indian and Alaska Native youth s

500 North Broadway Avenue, Suite 10 0 Oklahoma City, OK 73102 NIA 501 (c)3 $450,000

University of Maryland Baltimore County Shriver Center, Choice Program to support the Choice Program, an early intervention program that

provides intensive, multi-faceted supports to primarily African American 1000 Hilltop Circle youth around 15 years of age who had serious encounters with the

Baltimore, MD 21250 NIA 501 c 3 juvenile justice system and are at high-risk for re-arrest $333,333 Verbena

1122 East Pike St . #1333 To support culturally competent breast health services, education and Seattle . WA 98122 NIA 501 (c)3 outreach to low-income women. $10,000

Washington National Guard Family Programs FS' The Minuteman Fund of WA

Bldg 97, Camp Murray To develop peer support and parent training programs to families of PO Box 92055 currently deployed solders

Lakewood, WA 98492 NIA 501 c)3 $50,000

Western States Center

PO Box 40305 To strengthen community-based leadership, build long term cross 310 SW 4th Ave, Suite 1140 sector strategic alliances, and build informed and civically engaged

Portland, OR 97240 N/A 501 (c)3 multi-racial communities m Washington State $50,000

TOTALS $11,417,333

F,R;, 8868 Application for Extension of Time To File an (Rev . December 2004) Exempt Organization Return

"t °f the Treasury " File a separate application for each return . Internal Revenue Service

OMB No. 1546.1708

" If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box . . . . . . . . . . . . . . . . " If you aye filing for an Additional (not automatic) 3-Month Extension, complete only Part II (on page 2 of this form). Do not complete Part 11 unless you have ahead been ranted an automatic 3-month extension on a previousl y filed Form 8888 .

Automatic 3-Month Extension of Time-Only submit original (no copies needed)

Form 990-T corporations requesting an automatic 8-month extension-check this box and complete Pan I only . . . . . . 10. El All other corporations (including Form 990-C Mists) must use Form 7004 to request an extension of time to rile income tax returns. Partnerships, REMICs, and trusts must use Form 8736 to request an extension of time to We Form 1065, 1066, or 1041 . Electronic Filing (e-fllo) . Form 8888 can be filed electronically if you want a 3-month automatic extension of time to file one of the returns noted below (8 months for corporate Form 990-T filers) . However, you cannot file It electronically if you want the additional (not automatic) 3-month extension, instead you must submit the fully completed signed page 2 (Part II) of Form 8888 . For more details on the electronic filing of this form, visit www.lrs.gov/ertle .

Name of Exempt Organization MARGUERITE CASEY FOUNDATION Number, street, and room or suite no . It a P.O . box, see instructions 1300 DEXTER AVENUE NORTH, SUITE 115

Employer Identification number 91-2062197

Type or print File by the due date for filing your return. See Instructions. City, town or post office, state, and ZIP code . For a foreign address, see instructions .

SEATTLE, WA 98109-3576

ISA STF FED9056F 7

Check type of return to be filed (file a separate application for each return): D Form 990 0 Form 990-T (corporation) 0 Form 4720 D Form 990-BL 0 Form 990-T (sec . 401(a)or 408(a) trust) D Form 5227 11 Form 990-EZ 13 Form 990.T (trust other than above) 0 Form 6069

Form 990-PF 11 Form 1041-A ~ Form 8870

" The books are in the care of t CRAIG NEYMAN

Telephone No . t (206) 691-3134 FAX No . Illo- " If the organization does not have an office or place of business in the United States, check this box . . . . . . . . . . . . . " If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) . If this is for the whole group, check this box l o- 0 . If It is for part of the group, check this box " E] and attach a list with the names and EINs of all members the extension will cover.

1 I request an automatic 3-month (8-months for a Form 990-T corporation) extension of time until AUGUST 15 , 20 Q5 to file the exempt organization return for the organization named above. The extension is for the organization's return for : t M calendar year 20 040 t D tax year beginning , 20 -, and ending , 20- .

2 If this tax year is for less than 12 months, check reason' D Initial return D Final return D Change in accounting period

3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments made . Include any prior year overpayment allowed as a credit . . . . . . . . . . . . . . . . . . . . . . .

c Balance Due. Subtract line 3b from line 3a . Include your payment with this form, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $

Caution. If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions .

For Privacy Act and Paperwork Reduction Act Notice, see Instructions. Form 8868 (Rev 12-2004)

fwa ~90-pf return of private foundation 2004990s.foundationcenter.org/990pf_pdf_archive/912/...use...

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