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

With assets of about $4.2 bil­lion at the end of 2021, 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.

  • View Audi­tors’ Report and Finan­cial State­ments for 2021 and 2020
  • View Audi­tors’ Report and Finan­cial State­ments for 2020 and 2019
  • View Audi­tors’ Report and Finan­cial State­ments for 2019 and 2018
  • View Audi­tors’ Report and Finan­cial State­ments for 2018 and 2017
  • View Audi­tors’ Report and Finan­cial State­ments for 2017 and 2016
  • View Audi­tors’ Report and Finan­cial State­ments for 2016 and 2015

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.

Casey Foundation Qualifying Distributions
Casey Foundation Total Assets

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.

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Social Investments

Social investing is part of a wide range of strategies that the Casey Foundation implements in its effort to improve outcomes for vulnerable children and families. Our social investments program uses the Foundation’s endowment dollars to generate a financial return and support our investment strategies.

  • What is Social Investing?
  • Casey Advances Social Investments in Philanthropy

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