Financial Information

With assets of about $2.7 billion at the end of 2018, 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 2018 and 2017
• View Auditors' Report and Financial Statements for 2017 and 2016
• View Auditors' Report and Financial Statements for 2016 and 2015
• View Auditors' Report and Financial Statements for 2015 and 2014
• View Auditors’ Report and Financial Statements for 2014 and 2013
• View Auditors’ Report and Financial Statements for 2013 and 2012

Financial Highlights

Below is information regarding the Foundation’s qualifying distributions and total qualifying 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.

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.