Cause IQ organization profile

Annie E Casey Foundation (AECF)

Form 990s | Financials | Vendors | Personnel | Peers

AECF is a grantmaking foundation based in Baltimore, MD that was founded in 1996. As of 2018 they had $164 million in revenue and $2.0 billion in assets.

The Annie E. Casey Foundation is devoted to developing a brighter future for millions of children at risk of poor educational, economic, social and health outcomes.

EIN:
52-1951681
Location:
Baltimore, MD
Type:
501(c)(3)
NTEE:
T20: Private Foundations
Revenue:
$164,513,652
Assets:
$2,033,875,235
Founded:
1996

Form 990s for AECF

Fiscal year endingDate received by IRSFormPDF link
2016-12Jan 18, 2018990PF PDF
2015-12Apr 14, 2017990PF PDF
2014-12Jan 29, 2016990PF PDF
2013-12Dec 29, 2014990PF PDF
2012-12Dec 21, 2013990PF PDF
...and one more Form 990 PDF

Financials for AECF

Revenues

Field2017
Total grants, contributions, etc.$1,631,284
Investment income and dividends$23,758,831
Net rental income$0
Net gain from sale of non-inventory assets$63,003,783
Gross sales of inventory$0
Miscellaneous revenues$76,119,754
Total revenues$164,513,652

Expenses

Field2017
Compensation of current officers, etc.$862,904
Non-officer salaries and wages$24,826,777
Pension/retirement accruals and contributions$10,467,144
Legal fees$1,022,129
Accounting fees$687,259
Other fee-for-service$8,947,098
Interest$246,209
Depreciation, amortization, etc.$2,412,333
Occupancy$4,093,179
Travel$3,629,799
Office expenses
Grants to all govts., orgs., and individuals$92,967,898
All other expenses$29,720,741
Total expenses$180,243,572

Assets

Field2017
Cash (non-interest-bearing)$24,591,711
Savings, short-term investments, etc.$85,522,283
Accounts receivable$2,070,699
Pledges and grants receivable$2,070,699
Loans receivable from officers, directors, etc.$0
Notes and loans receivable$0
Inventories for use$0
Prepaid expenses and deferred charges$0
Investments in government obligations$94,919,235
Investments in corporate stock$768,976,426
Investments in corporate bonds$80,102,093
Investments in land, buildings, and equipment$0
Investments in mortgage loans$0
Other types of investments$896,281,879
Buildings, equipment, etc. post-depreciation$24,324,578
Other assets$57,086,331
Total assets$2,033,875,235

Liabilities

Field2017
Accounts payable and accrued expenses$187,575
Grants payable$0
Deferred revenue$0
Loans payable to officers and disqualified persons$0
Secured mortgages and notes payable to unrelated third parties$39,333,826
Other liabilities$486,855
Total liabilities$40,008,256

Net asset restrictions

Field2017
Unrestricted net assets$1,993,866,979
Temporarily restricted net assets$0
Permanently restricted net assets$0

Vendors for AECF

VendorServicesAmount paidDate
Grant Thornton LLPTax accounting2018-11-12
██████Fundraising software2018-05-20
█████████Marketing software2018-05-20
███████ ███ ████Fundraising software; Payment processing2018-05-20
█████████ ██████ ████████Tech Assist To Grant$677,8972017-12-01
██████ ██████████████ ███Public Relations$1,080,5002017-12-01
█████ ██████Catering and Conf Ctr$676,1382017-12-01
████████ ████████ ███Construction Management$7,530,6362017-12-01
...and 30 more vendors

Personnel at AECF

NameTitleCompensationLast updated
Lisa HamiltonPresident and Chief Executive Officer$408,092Jan. 9, 2019
███████ █████ ██Vice President , Chief Financial Officer-June 29, 2017
███ ██Vice President , Chief Investment Officer-June 29, 2017
████ ███Chief Administrative Officer-Jan. 8, 2019
████████ █████Vice President , Innovation$370,049Dec. 31, 2016
██████ █████████Vice President, External Affairs-Jan. 8, 2019
█████ █████Vice President , Talent and Leadership Development-April 26, 2016
█████ ███ █████Vice President , Research , Evaluation and Learning-April 22, 2016
███ ██████Vice President , Center for Economic Opportunity-June 29, 2017
████ ████Vice President, Center for Civic Sites and Community Change$0Jan. 8, 2019
...and 17 more key personnel

Peer grantmaking foundations

 NameTypeRevenueLocation
1Peter G Peterson Foundation (PGPF)501(c)(3)$95 millionNew York, NY
2Diana Davis Spencer Foundation501(c)(3)$100 millionBethesda, MD
3Valley Baptist Legacy Foundation501(c)(3)$240 millionHarlingen, TX
4The Dietrich Foundation501(c)(3)$55 millionPittsburgh, PA
5Ford Foundation501(c)(3)$217 millionNew York, NY
6Skoll Foundation501(c)(3)$43 millionPalo Alto, CA
7Charles Stewart Mott Foundation501(c)(3)$97 millionFlint, MI
8H. E. Butt Family Foundation501(c)(3)$75 millionKerrville, TX
9Rockefeller Foundation501(c)(3)$75 millionNew York, NY
10Herbert H. & Grace A. Dow Foundation501(c)(3)$41 millionMidland, MI
11Lumina Foundation501(c)(3)$69 millionIndianapolis, IN
12Ewing Marion Kauffman Foundation501(c)(3)$69 millionKansas City, MO
13Shimon Ben Joseph Foundation501(c)(3)$56 millionSan Francisco, CA
14Atlantic Foundation501(c)(3)$55 millionHamilton, NJ
15Robert Wood Johnson Foundation (RWJF)501(c)(3)$665 millionPrinceton, NJ
16John D & Catherine T Macarthur Foundation501(c)(3)$303 millionChicago, IL
17Making Waves Foundation (MWF)501(c)(3)$72 millionRichmond, CA
18William R. Kenan JR Charitable Trust501(c)(3)$46 millionChapel Hill, NC
19Winshape Foundation501(c)(3)$55 millionAtlanta, GA
20Bush Foundation501(c)(3)$71 millionSaint Paul, MN
21Ted501(c)(3)$66 millionNew York, NY
22Liberty Fund Incorporated501(c)(3)$49 millionCarmel, IN
23James Irvine Foundation501(c)(3)$128 millionSan Francisco, CA
24New World Foundation501(c)(3)$68 millionNew York, NY
25Oklahoma City Community Foundation (OCCF)501(c)(3)$49 millionOklahoma City, OK

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