Nonprofit · EIN 91-2062197
MARGUERITE CASEY FOUNDATION
Tax-exempt · SEATTLE, WA 98111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $83,289,424 | $44,038,264 | $39,251,160 | $876,630,272 | $15,813,916 | $860,816,356 |
| December 31, 2023 | 990-PF | $33,303,896 | $47,478,303 | -$14,174,407 | $856,573,767 | $25,139,171 | $831,434,596 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,853
- Dividends
- $14,490,226
- Interest
- $26,363
- Net gain from sales of assets
- $68,809,429
- Other income
- -$40,447
Expenses
- Grants and similar amounts paid
- $24,323,773
- Compensation of officers, directors and key employees
- $1,649,520
- Salaries, compensation and benefits (total)
- $3,082,896
- Disbursements for charitable purposes
- $45,223,914
- Excise tax on investment income
- $1,051,411
Balance sheet and other
- Total assets, start of year
- $856,573,767
- Total assets, end of year
- $876,630,272
- Total liabilities, end of year
- $15,813,916
- Net assets, end of year
- $860,816,356
- Fair market value of assets
- $876,630,272
- Qualifying distributions
- $48,604,918
- Net investment income
- $84,845,692
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 |
|---|---|---|---|---|
| CARMEN ROJAS 301 UNION STREET 2045, SEATTLE, WA 98111 | PRESIDENT & CEO | 40 | $752,641 | $64,137 |
| DANIEL GOULD 301 UNION STREET 2045, SEATTLE, WA 98111 | VP OF INVESTMENTS & OPERATIONS | 40 | $486,879 | $81,059 |
| ELIZABETH KHALILI 301 UNION STREET 2045, SEATTLE, WA 98111 | DIRECTOR OF COMMUNIT Highest-paid employee | 40 | $310,777 | $57,976 |
| HANNAH NICHOLS 301 UNION STREET 2045, SEATTLE, WA 98111 | CHIEF HUMAN RESOURCE Highest-paid employee | 40 | $302,848 | $57,833 |
| RICHARD BOSWELL 301 UNION STREET 2045, SEATTLE, WA 98111 | DIRECTOR OF OPERATIO Highest-paid employee | 40 | $273,399 | $64,090 |
| CHRISTOPHER PETRELLA 301 UNION STREET 2045, SEATTLE, WA 98111 | DIR. OF PHILANTHROPI Highest-paid employee | 40 | $236,800 | $33,059 |
| TYLER SALTIEL 301 UNION STREET 2045, SEATTLE, WA 98111 | DIRECTOR OF FINANCE Highest-paid employee | 40 | $230,786 | $40,695 |
| IAN FULLER 301 UNION STREET 2045, SEATTLE, WA 98111 | CHAIR | 4 | $40,000 | $0 |
| MEGAN MING FRANCIS 301 UNION STREET 2045, SEATTLE, WA 98111 | VICE-CHAIR | 3 | $40,000 | $0 |
| ELLIS CARR 301 UNION STREET 2045, SEATTLE, WA 98111 | TREASURER | 3 | $40,000 | $0 |
| RAMI NASHASHIBI 301 UNION STREET 2045, SEATTLE, WA 98111 | SECRETARY | 3 | $40,000 | $0 |
| JANEEN COMENOTE 301 UNION STREET 2045, SEATTLE, WA 98111 | DIRECTOR | 2 | $40,000 | $0 |
| JACKIE THOMAS 301 UNION STREET 2045, SEATTLE, WA 98111 | DIRECTOR | 3 | $40,000 | $0 |
| JULIAN CASTRO 301 UNION STREET 2045, SEATTLE, WA 98111 | DIRECTOR | 2 | $37,500 | $0 |
| STACEY ABRAMS 301 UNION STREET 2045, SEATTLE, WA 98111 | DIRECTOR | 2 | $35,000 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARISA FRANCO 301 UNION STREET 2045, SEATTLE, WA 98111 | DIRECTOR | 2 | $35,000 |
| RASHAD ROBINSON 301 UNION STREET 2045, SEATTLE, WA 98111 | DIRECTOR | 2 | $35,000 |
| CHAD BOETTCHER 301 UNION STREET 2045, SEATTLE, WA 98111 | DIRECTOR | 3 | $17,500 |
| THOMAS SMITH 301 UNION STREET 2045, SEATTLE, WA 98111 | DIRECTOR | 0.5 | $10,000 |
990-PF for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARMEN ROJAS 1425 4TH AVENUE SUITE 900, SEATTLE, WA 981012222 | PRESIDENT & CEO | 40 | $585,945 | $50,564 |
| DANIEL GOULD 1425 4TH AVENUE SUITE 900, SEATTLE, WA 981012222 | VP OF INVESTMENTS & OPERATIONS | 40 | $386,624 | $65,015 |
| ELIZABETH KHALILI 1425 4TH AVENUE 900, SEATTLE, WA 981012222 | VP OF EXT. AFFAIRS A Highest-paid employee | 40 | $363,114 | $50,564 |
| HANNAH NICHOLS 1425 4TH AVENUE 900, SEATTLE, WA 981012222 | CHIEF HUMAN RESOURCE Highest-paid employee | 40 | $300,507 | $47,457 |
| RICHARD BOSWELL 1425 4TH AVENUE 900, SEATTLE, WA 981012222 | DIRECTOR OF OPERATIO Highest-paid employee | 40 | $281,414 | $56,668 |
| JONATHAN OSLER 1425 4TH AVENUE 900, SEATTLE, WA 981012222 | DIR. PHIL. INITIATIV Highest-paid employee | 40 | $183,144 | $16,003 |
| CHARLOTTE VANESSA USHIO 1425 4TH AVENUE 900, SEATTLE, WA 981012222 | CREATIVE MANAGER Highest-paid employee | 40 | $150,651 | $47,327 |
| IAN FULLER 1425 4TH AVENUE SUITE 900, SEATTLE, WA 981012222 | CHAIR | 6 | $40,000 | $0 |
| THOMAS SMITH 1425 4TH AVENUE SUITE 900, SEATTLE, WA 981012222 | VICE-CHAIR | 3 | $40,000 | $0 |
| ELLIS CARR 1425 4TH AVENUE SUITE 900, SEATTLE, WA 981012222 | TREASURER | 3 | $40,000 | $0 |
| RAMI NASHASHIBI 1425 4TH AVENUE SUITE 900, SEATTLE, WA 981012222 | SECRETARY | 3 | $40,000 | $0 |
| CHAD BOETTCHER 1425 4TH AVENUE SUITE 900, SEATTLE, WA 981012222 | DIRECTOR | 2 | $40,000 | $0 |
| JULIAN CASTRO 1425 4TH AVENUE SUITE 900, SEATTLE, WA 981012222 | DIRECTOR | 2 | $40,000 | $0 |
| JANEEN COMENOTE 1425 4TH AVENUE SUITE 900, SEATTLE, WA 981012222 | DIRECTOR | 2 | $40,000 | $0 |
| MEGAN MING FRANCIS 1425 4TH AVENUE SUITE 900, SEATTLE, WA 981012222 | DIRECTOR | 3 | $40,000 | $0 |
| JACKIE THOMAS 1425 4TH AVENUE SUITE 900, SEATTLE, WA 981012222 | DIRECTOR | 3 | $40,000 | $0 |
| MARISA FRANCO 1425 4TH AVENUE SUITE 900, SEATTLE, WA 981012222 | DIRECTOR | 2 | $37,500 | $0 |
| STACEY ABRAMS 1425 4TH AVENUE SUITE 900, SEATTLE, WA 981012222 | DIRECTOR | 2 | $35,000 | $0 |
| RASHAD ROBINSON 1425 4TH AVENUE SUITE 900, SEATTLE, WA 981012222 | DIRECTOR | 2 | $32,500 | $0 |
Address and contacts
- Address (IRS master file)
- 301 UNION ST UNIT 2045, SEATTLE, WA 98111-1685
- In care of
- % CHIEF FINANCIAL OFFICER
- Signed the 990-PF
- CARMEN ROJAS, PRESIDENT & CEO
- Phone
- (206) 691-3134
- Website
- WWW.CASEYGRANTS.ORG
- Return prepared by
- CLARK NUBER PS
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
- 91-2062197
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P12)
- Assets (IRS master file)
- $876,630,272
- Income (IRS master file)
- $484,622,342
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $83,289,424 | $44,038,264 | $876,630,272 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $33,303,896 | $47,478,303 | $856,573,767 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | 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-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 91-2062197).
Questions about MARGUERITE CASEY FOUNDATION
- What is the EIN of MARGUERITE CASEY FOUNDATION?
- The employer identification number (EIN) of MARGUERITE CASEY FOUNDATION is 91-2062197.
- Is MARGUERITE CASEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to MARGUERITE CASEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGUERITE CASEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGUERITE 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 MARGUERITE 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 MARGUERITE CASEY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 19 people; 19 received compensation from the organization, the highest $752,641 (CARMEN ROJAS, PRESIDENT & CEO).
- How much revenue does MARGUERITE CASEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $83,289,424, expenses of $44,038,264 and total assets of $876,630,272 at year end.
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