Casey Family Programs
Foundation, based in Seattle, Washington, reporting $2.7B in assets.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
4 more people, 5 more managers and 24 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People to know
View all people- CHIEF INVESTMENT OFFICERWhy: Chief investment officer: owns the allocation decisionNo route on file yet
- President and Chief Executive OfficerWhy: Runs the firm (chief executive or president)No route on file yet
Capital path
who backs this record, through what, into what; each name opens its own path- Joseph A BoatengCHIEF INVESTMENT OFFICER
- Walter Howard Smith, Jr.Chair, Board of Trustees
- William C. BellPresident and Chief Executive Officer
- TRITON FUND V1 commitment
- AXIOM ASIA V LP1 commitment
- ABRY PARTNERS VIII1 commitment
- Triton Investments Advisers LLP1 commitment
- Mission Capital Management Services, L.P.1 commitment
- Abry Partners II, LLC1 commitment
Relationship network
42 connected entities27 observed commitments3 dated commitments shown here, 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Person
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesFoundation · EIN 910793881ShowHide
Consultants and advisers
Decision makers
- Joseph A Boateng · CHIEF INVESTMENT OFFICERWhy this person: Chief investment officer: owns the allocation decision; Named with investment responsibility
- William C. Bell · President and Chief Executive OfficerWhy this person: Runs the firm (chief executive or president)
Who else at this allocator · 1 person, grouped by function
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
People
- Walter Howard Smith, Jr. Chair, Board of TrusteesBoard chair
- William C. Bell President and Chief Executive OfficerExecutive director / CEO
+4 more people on the investment staff and board
Every name, title and published role at this allocator, with the page it was read from.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Manager roster
- Triton Investments Advisers LLP1 row, latest Dec 31, 2024
- Mission Capital Management Services, L.P.1 row, latest Dec 31, 2024
- Abry Partners II, LLC1 row, latest Dec 31, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | TRITON FUND V | Triton Investments Advisers LLP | Private equity | $8.0M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | AXIOM ASIA V LP | Mission Capital Management Services, L.P. | Private equity | $15.2M held | 2018 | Disclosed holding | apps.irs.gov |
| as of Dec 31, 2024 | ABRY PARTNERS VIII | Abry Partners II, LLC | Private equity | $1.5M held | 2014 | Disclosed holding | apps.irs.gov |
+24 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Provenance
Provenance
Not yet on record: private markets allocation target, allocation policy.
Casey Family Programs is the same institution as 2 records in Family Offices and Independent Sponsors.
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Casey Family Programs sits on 27 traced paths of capital across the graphs.
DFX traced 27 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
›Connections
every published relationship on the graph
+15 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.