Annie E. Casey Foundation, Inc.
The Annie E. Casey Foundation develops and advances solutions to improve the lives of children, youth, and families in the United States, particularly those facing significant economic, social, and health disadvantages. The foundation focuses on strengthening families, transforming child welfare and juvenile justice systems, building pathways to economic opportunity, and supporting community change.
Investment Strategy
The foundation manages its substantial endowment to support its philanthropic mission, but public details on specific investment strategies are not available. Its recent 13F filings indicate direct equity holdings in public companies (e.g., UPS). As a private foundation, its primary financial goal is to preserve capital and generate the returns necessary to fund grants and charitable programs over the long term.
Top Holdings
Equity Positions (1)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U UPS | UNITED PARCEL SERVICE INC | 100.00% | $42.5M | 421,036 | $126.10 | $100.94 | -$3.8M |