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Marguerite Casey Foundation
Marguerite Casey Foundation was established in 2001 as a private grantmaking entity. It received its initial endowment from Casey Family Programs, which itself...
Marguerite Casey Foundation
Marguerite Casey Foundation was established in 2001 as a private grantmaking entity. It received its initial endowment from Casey Family Programs, which itself traces to the logistics wealth of UPS founder James E. Casey. The foundation maintains headquarters in Seattle and employs 50 professionals. The endowment allocates across private equity, venture capital, and real estate. Confirmed positions include Ulu Ventures Fund IV, Vista Equity Partners Fund VII, Windrose Health Investors V LP, and American South Real Estate Fund. Additional holdings run through Generation Investment Management and Ariel Investments. Commitments extend to Impact America Fund III LP, Kapor Capital III LP, and Self-Help Ventures Fund. Activity centers on the United States with select exposure in the United Kingdom. The foundation reports 50 professionals and maintains an adjacent 501(c)(4) vehicle, the Marguerite Casey Action Fund, established in 2021. It holds membership in the Mission Investors Exchange, Council on Foundations, and Philanthropy Northwest. October 2024: Sponsored SOCAP24 in San Francisco. Service providers include Crewcial Partners as investment advisor and Northern Trust as custodian. The foundation separates grantmaking from its endowment through a distinct program-related investment sleeve. This structure allows direct support for organizations such as GenBioPro while the core portfolio screens for racial and economic justice criteria. Governance ties remain to the Casey family legacy through board and advisory relationships.
General information
Firm type
Endowment / Foundation
Year founded
2001
Location
Region
North America
Country
United States
City
Seattle
Corporate office
1425 4th Avenue Suite 900, Seattle, WA 98101, United States
Principals
Carmen Rojas
President and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Marguerite Casey Foundation?
Carmen Rojas serves as President and CEO. Ian Fuller chairs the board and leads Westfuller Advisors, which provides investment counsel alongside Crewcial Partners.
How does Marguerite Casey Foundation source proprietary deal flow?
The foundation participates in limited partner commitments to venture and private equity funds. It also executes program-related investments directly with operating companies such as GenBioPro.
Does Marguerite Casey Foundation participate in fund commitments or only direct deals?
The endowment makes fund commitments to vehicles including Ulu Ventures Fund IV and Vista Equity Partners Fund VII. It also holds direct program-related investments.
What investment stages does Marguerite Casey Foundation typically target?
Holdings span early-stage venture through buyout and growth equity. Examples include seed and start-up funds alongside established private equity partnerships.
Where does the underlying wealth come from?
The endowment originated from the fortune of James E. Casey, founder of United Parcel Service. Casey Family Programs transferred the capital when it spun out the foundation in 2001.
Does Marguerite Casey Foundation maintain philanthropic structures, and how are they separated?
The Marguerite Casey Action Fund operates as a separate 501(c)(4) entity focused on legislative advocacy. The foundation itself remains a 501(c)(3) grantmaker.
What is Marguerite Casey Foundation's known posture on co-investments alongside external GPs?
The endowment holds limited partner positions in multiple funds. It does not disclose a formal co-investment program outside of its program-related investment activity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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