Nonprofit · EIN 52-1951681
ANNIE E CASEY FOUNDATION
Tax-exempt · BALTIMORE, MD 21201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $164,059,965 | $182,832,547 | -$18,772,582 | $2,287,152,244 | $19,996,696 | $2,267,155,548 |
| December 31, 2023 | 990-PF (amended) | $122,731,148 | $172,519,951 | -$49,788,803 | $2,333,832,936 | $48,051,750 | $2,285,781,186 |
| December 31, 2022 | 990-PF (amended) | $218,584,126 | $164,121,791 | $54,462,335 | $2,411,148,510 | $75,578,521 | $2,335,569,989 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,205,098
- Dividends
- $28,916,783
- Interest
- $9,122,804
- Net rental income
- $1,025,501
- Net gain from sales of assets
- $50,634,448
- Other income
- $72,155,331
Expenses
- Grants and similar amounts paid
- $93,091,674
- Compensation of officers, directors and key employees
- $3,832,419
- Salaries, compensation and benefits (total)
- $27,418,655
- Disbursements for charitable purposes
- $168,562,826
- Excise tax on investment income
- $2,553,563
Balance sheet and other
- Total assets, start of year
- $2,333,832,936
- Total assets, end of year
- $2,287,152,244
- Total liabilities, end of year
- $19,996,696
- Net assets, end of year
- $2,267,155,548
- Fair market value of assets
- $3,468,447,673
- Qualifying distributions
- $178,866,346
- Net investment income
- $199,139,117
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA M LAWSON 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE, PRESIDENT, ASSISTANT SECRETARY & ASSISTANT TREASURER | 50 | $914,246 | $72,889 |
| ALEXANDER PERRY 701 St Paul Street, Baltimore, MD 212022311 | VICE PRESIDENT & Chief Investment Officer | 50 | $851,856 | $84,551 |
| JOHN KIM 701 St Paul Street, Baltimore, MD 212022311 | VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | 50 | $527,515 | $83,068 |
| SAMUEL NORVELL 701 St Paul Street, Baltimore, MD 212022311 | Director Highest-paid employee | 50 | $519,921 | $81,846 |
| SARA EDMONDSON 701 St Paul Street, Baltimore, MD 212022311 | Director Highest-paid employee | 50 | $458,773 | $73,497 |
| LESLIE BOISSIERE 701 St Paul Street, Baltimore, MD 212022311 | Vice President Highest-paid employee | 50 | $444,902 | $70,539 |
| THOMASINA HIERS 701 St Paul Street, Baltimore, MD 212022311 | Manager, President/Treasurer (352 University Avenue Associates LLC) | 3 | $437,462 | $71,419 |
| KATHERINE TETRAULT 701 St Paul Street, Baltimore, MD 212022311 | VICE PRESIDENT, FINANCE & GRANTS MANAGEMENT | 50 | $433,660 | $81,036 |
| CHARLES GARBER 701 St Paul Street, Baltimore, MD 212022311 | Director Highest-paid employee | 50 | $422,801 | $59,033 |
| SANDRA GASCA 701 St Paul Street, Baltimore, MD 212022311 | VICE PRESIDENT Highest-paid employee | 50 | $406,832 | $60,269 |
| KIMBERLEY BROWN 701 St Paul Street, Baltimore, MD 212022311 | VICE PRESIDENT, HUMAN RESOURCES | 50 | $352,730 | $80,868 |
| DIANA M BONTA 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1.5 | $35,000 | $0 |
| DR DAVID NICHOLS 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1 | $35,000 | $0 |
| GABRIELLA E MORRIS 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1 | $35,000 | $0 |
| SAM J ZAMARRIPA 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 2 | $35,000 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steve Bullock 701 St Paul Street, Baltimore, MD 212022311 | Trustee | 1.5 | $35,000 |
| D SCOTT DAVIS 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE, VICE CHAIR, TREASURER | 2 | $0 |
| DAVID ABNEY 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 2 | $0 |
| JAMES F WINESTOCK 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE, SECRETARY | 1.5 | $0 |
| MAURICE AGRESTA 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1.5 | $0 |
| MICHAEL L ESKEW 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE, CHAIRPERSON | 2.5 | $0 |
| SUSAN WARD 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1.5 | $0 |
| TERESA M FINLEY 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1.5 | $0 |
| NORMAN BROTHERS 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE (ELECTED JUNE 2024) | 1 | $0 |
| CHANTELL GLENN 701 St Paul Street, Baltimore, MD 212022311 | MANAGER, SECRETARY (352 University Avenue Associates LLC) | 3 | $0 |
| KARA COOPER 701 St Paul Street, Baltimore, MD 212022311 | MANAGER (352 University Avenue Associates LLC) | 3 | $0 |
| KWEKU FORSTALL 701 St Paul Street, Baltimore, MD 212022311 | MANAGER, VICE PRESIDENT (352 University Avenue Associates LLC) | 3 | $0 |
| SOPHIE DAGENAIS 701 St Paul Street, Baltimore, MD 212022311 | MANAGER (352 University Avenue Associates LLC) | 3 | $0 |
| TRACY KARTYE 701 St Paul Street, Baltimore, MD 212022311 | MANAGER (352 University Avenue Associates LLC) | 3 | $0 |
990-PF for the year ended December 31, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA M HAMILTON 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE, PRESIDENT, ASSISTANT SECRETARY & ASSISTANT TREASURER | 50 | $843,822 | $65,151 |
| ALEXANDER PERRY 701 St Paul Street, Baltimore, MD 212022311 | VICE PRESIDENT & Chief Investment Officer | 50 | $705,820 | $76,902 |
| SAMUEL NORVELL 701 St Paul Street, Baltimore, MD 212022311 | INVESTMENT DIRECTOR Highest-paid employee | 50 | $572,490 | $76,902 |
| JOHN KIM 701 St Paul Street, Baltimore, MD 212022311 | VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | 50 | $493,954 | $76,902 |
| TERESA MARKOWITZ 701 St Paul Street, Baltimore, MD 212022311 | VICE PRESIDENT Highest-paid employee | 50 | $444,152 | $54,783 |
| LESLIE BOISSIERE 701 St Paul Street, Baltimore, MD 212022311 | VICE PRESIDENT Highest-paid employee | 50 | $417,485 | $65,151 |
| SANDRA GASCA-GONZALEZ 701 St Paul Street, Baltimore, MD 212022311 | VICE PRESIDENT Highest-paid employee | 50 | $395,065 | $54,783 |
| KATHERINE TETRAULT 701 St Paul Street, Baltimore, MD 212022311 | VICE PRESIDENT, FINANCE & GRANTS MANAGEMENT | 50 | $390,088 | $76,902 |
| THOMASINA HIERS 701 St Paul Street, Baltimore, MD 212022311 | Vice President Highest-paid employee | 50 | $380,232 | $67,219 |
| KIMBERLY BROWN 701 St Paul Street, Baltimore, MD 212022311 | VICE PRESIDENT, HUMAN RESOURCES | 50 | $357,139 | $76,902 |
| MAY NG 701 St Paul Street, Baltimore, MD 212022311 | VICE PRESIDENT & CHIEF INVESTMENT OFFICER (thru March 2023) | 50 | $309,676 | $72,886 |
| DIANA M BONTA 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1 | $35,000 | $0 |
| DR DAVID NICHOLS 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1 | $35,000 | $0 |
| GABRIELLA E MORRIS 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1 | $35,000 | $0 |
| SAM J ZAMARRIPA 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 2 | $35,000 | $0 |
| Steve Bullock 701 St Paul Street, Baltimore, MD 212022311 | Trustee | 1 | $35,000 | $0 |
| D SCOTT DAVIS 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE, VICE CHAIR, TREASURER | 2 | $0 | $0 |
| DAVID ABNEY 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1.5 | $0 | $0 |
| JAMES F WINESTOCK 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE, SECRETARY | 2 | $0 | $0 |
| JOHN MCDEVITT 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1.5 | $0 | $0 |
| KARA COOPER 701 St Paul Street, Baltimore, MD 212022311 | MANAGER (352 University Avenue Associates LLC) | 3 | $0 | $0 |
| KWEKU FORSTALL 701 St Paul Street, Baltimore, MD 212022311 | MANAGER, VICE PRESIDENT (352 University Avenue Associates LLC) | 3 | $0 | $0 |
| MAURICE AGRESTA 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1.5 | $0 | $0 |
| MICHAEL L ESKEW 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE, CHAIRPERSON | 2.5 | $0 | $0 |
| SOPHIE DAGENAIS 701 St Paul Street, Baltimore, MD 212022311 | MANAGER (352 University Avenue Associates LLC) | 3 | $0 | $0 |
| SUSAN WARD 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1 | $0 | $0 |
| TERESA M FINLEY 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1.5 | $0 | $0 |
| TRACY KARTYE 701 St Paul Street, Baltimore, MD 212022311 | MANAGER (352 University Avenue Associates LLC) | 3 | $0 | $0 |
| CHANTELL GLEN 701 St Paul Street, Baltimore, MD 212022311 | MANAGER, SECRETARY (352 University Avenue Associates LLC) | 3 | $0 | $0 |
990-PF for the year ended December 31, 2022: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA M HAMILTON 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE, PRESIDENT, ASSISTANT SECRETARY & ASSISTANT TREASURER | 50 | $778,861 | $62,971 |
| MAY NG 701 ST PAUL STREET, BALTIMORE, MD 21202 | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | 50 | $772,596 | $39,682 |
| JOHN KIM 701 ST PAUL STREET, BALTIMORE, MD 21202 | VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | 50 | $459,113 | $74,235 |
| ALEXANDER PERRY 701 ST PAUL STREET, BALTIMORE, MD 21202 | INVESTMENT DIRECTOR Highest-paid employee | 50 | $446,530 | $74,235 |
| TERESA MARKOWITZ 701 ST PAUL STREET, BALTIMORE, MD 21202 | VICE PRESIDENT Highest-paid employee | 50 | $426,025 | $52,317 |
| LESLIE BOISSIERE 701 ST PAUL STREET, BALTIMORE, MD 21202 | VICE PRESIDENT Highest-paid employee | 50 | $390,231 | $62,971 |
| SAMUEL NORVELL 701 ST PAUL STREET, BALTIMORE, MD 21202 | INVESTMENT DIRECTOR Highest-paid employee | 50 | $385,187 | $74,235 |
| SANDRA GASCA-GONZALEZ 701 ST PAUL STREET, BALTIMORE, MD 21202 | VICE PRESIDENT Highest-paid employee | 50 | $376,525 | $52,317 |
| KATHERINE TETRAULT 701 ST PAUL STREET, BALTIMORE, MD 21202 | VICE PRESIDENT, FINANCE & GRANTS MANAGEMENT | 50 | $327,081 | $73,839 |
| KIMBERLY BROWN 701 ST PAUL STREET, BALTIMORE, MD 21202 | VICE PRESIDENT, HUMAN RESOURCES | 50 | $287,342 | $71,837 |
| GABRIELLA E MORRIS 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1 | $35,000 | $0 |
| SAM J ZAMARRIPA 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 2 | $35,000 | $0 |
| DIANA M BONTA 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1 | $35,000 | $0 |
| DR DAVID NICHOLS 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1 | $35,000 | $0 |
| Steve Bullock 701 ST PAUL STREET, Baltimore, MD 212022311 | Trustee | 1 | $35,000 | $0 |
| MICHAEL L ESKEW 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE, CHAIRPERSON | 2.5 | $0 | $0 |
| D SCOTT DAVIS 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE, VICE CHAIR, TREASURER | 2 | $0 | $0 |
| JAMES F WINESTOCK 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE, SECRETARY | 2 | $0 | $0 |
| MAURICE AGRESTA 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1.5 | $0 | $0 |
| JOHN MCDEVITT 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1.5 | $0 | $0 |
| DAVID ABNEY 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1.5 | $0 | $0 |
| THOMASINA HIERS 701 St Paul Street, Baltimore, MD 212022311 | MANAGER, PRESIDENT/TREASURER (352 University Avenue Associates LLC) | 3 | $0 | $0 |
| KWEKU FORSTALL 701 St Paul Street, Baltimore, MD 212022311 | MANAGER, VICE PRESIDENT (352 University Avenue Associates LLC) | 3 | $0 | $0 |
| NATALLIE KEISER 701 St Paul Street, Baltimore, MD 212022311 | MANAGER, SECRETARY (352 University Avenue Associates LLC) | 3 | $0 | $0 |
| TRACY KARTYE 701 St Paul Street, Baltimore, MD 212022311 | MANAGER (352 University Avenue Associates LLC) | 3 | $0 | $0 |
| SOPHIE DAGENAIS 701 St Paul Street, Baltimore, MD 212022311 | MANAGER (352 University Avenue Associates LLC) | 3 | $0 | $0 |
| KARA COOPER 701 St Paul Street, Baltimore, MD 212022311 | MANAGER (352 University Avenue Associates LLC) | 3 | $0 | $0 |
| TERESA M FINLEY 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1.5 | $0 | $0 |
| SUSAN WARD 701 St Paul Street, Baltimore, MD 212022311 | TRUSTEE | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 701 ST, BALTIMORE, MD 21201-0000
- In care of
- % ANNIE E CASEY FOUNDATION I
- Signed the 990-PF
- KATHERINE TETRAULT, V.P., FINANCE & GRANTS MGMT.
- Phone
- (410) 547-6600
- Website
- WWW.AECF.ORG
- Return prepared by
- CROWE LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-1951681
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $2,287,152,244
- Income (IRS master file)
- $335,980,194
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $164,059,965 | $182,832,547 | $2,287,152,244 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $122,731,148 | $172,519,951 | $2,333,832,936 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | $218,584,126 | $164,121,791 | $2,411,148,510 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1951681).
Questions about ANNIE E CASEY FOUNDATION
- What is the EIN of ANNIE E CASEY FOUNDATION?
- The employer identification number (EIN) of ANNIE E CASEY FOUNDATION is 52-1951681.
- Is ANNIE E CASEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ANNIE E CASEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNIE E CASEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNIE E CASEY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNIE E CASEY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ANNIE E CASEY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 29 people; 16 received compensation from the organization, the highest $914,246 (LISA M LAWSON, TRUSTEE, PRESIDENT, ASSISTANT SECRETARY & ASSISTANT TREASURER).
- How much revenue does ANNIE E CASEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $164,059,965, expenses of $182,832,547 and total assets of $2,287,152,244 at year end.
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