Financial Information - The Annie E. Casey Foundation
The Annie E. Casey Foundation The Annie E. Casey Foundation

Financial Information

With assets of about $3.4 bil­lion at the end of 2022, the Annie E. Casey Foun­da­tion, locat­ed in Bal­ti­more, is among the largest pri­vate foun­da­tions in the Unit­ed States.

Audit­ed Finan­cial Statements

The down­load­able files con­tain the Audit­ed Finan­cial State­ments for the Annie E. Casey Foun­da­tion, includ­ing the Inde­pen­dent Audi­tors’ Report, State­ment of Finan­cial Posi­tions, State­ment of Activ­i­ties, State­ment of Cash Flows and Notes to the Finan­cial Statements.

Finan­cial Highlights

Below is infor­ma­tion regard­ing the Foundation’s qual­i­fy­ing dis­tri­b­u­tions and total assets for the past 10 years. These num­bers are cal­cu­lat­ed based on the cur­rent tax rules and will dif­fer from the Foundation’s finan­cial statements.

Qualifying Distributions (Millions)
Qual­i­fy­ing Dis­tri­b­u­tions (Mil­lions)
Total Assets (Billions)
Total Assets (Bil­lions)

990-PF

The 990-PF is the tax return that pri­vate foun­da­tions file each year with the IRS. The 990-PF for the Annie E. Casey Foun­da­tion is post­ed on Guide Star and the Foun­da­tion Cen­ter web­sites. If you have ques­tions or would like more infor­ma­tion on how to inter­pret this doc­u­ment, please con­tact Katie Tetrault, vice pres­i­dent, Finance and Grants Management.