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Financial Information

With assets of about $2.9 billion at the end of 2019, 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 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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