Casady School Private Foundation Inc

Foundation · Grantmaker OKLAHOMA CITY, OK EIN: 20-3463330

Casady School Private Foundation Inc is a private foundation focused on Education, based in OKLAHOMA CITY, OK. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.7M in total assets. In 2025, it awarded 1 grants totaling $618K. Net investment income was $500K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.7M

-3.3% YoY

Annual Giving

$618K

+15.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$618K

+15.1% YoY

Under IRS private-foundation payout rules, Casady School Private Foundation Inc reported a distributable amount of $602K for 2025 — the minimum it must pay out in qualifying distributions.

About Casady School Private Foundation Inc

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oklahoma $7.0M (100%)

States

Oklahoma

Cities

Oklahoma City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$3,734,351	$3,860,718	$3,887,678
Revenue	$528,049	$541,771	$504,615
Expenses	$654,416	$568,731	$4,431,442
Qualifying Distributions	$618,662	$537,890	$4,400,774
Net Investment Income	$500,143	$517,106	$477,376
Distributable Amount	$602,361	$525,858	$568,561

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Casady School ($618,000).

Recipient	Purpose	Amount
CASADY SCHOOL OKLAHOMA CITY, OK	GENERAL OPERATION OF SCHOOL	$618,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
G JEFFREY RECORDS JR	PRESIDENT & TREASURER	1	—
DAVID J MORGAN	VICE PRESIDENT	1	—
ERIN FONG	SECRETARY	1	—

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Casady School Private Foundation Inc?

Casady School Private Foundation Inc is a private foundation focused on Education, based in OKLAHOMA CITY, OK. It holds $3.7M in total assets as of 2025.

How large is Casady School Private Foundation Inc?

As of 2025, Casady School Private Foundation Inc holds $3.7M in total assets with $528K in annual revenue. It awarded 1 grants totaling $618K in 2025.

Where does Casady School Private Foundation Inc operate?

Casady School Private Foundation Inc has awarded grants in Oklahoma.

What size grants does Casady School Private Foundation Inc award?

In 2025, Casady School Private Foundation Inc awarded 1 grants totaling $618K — an average of about $618K per grant, based on its IRS Form 990 filings.

How much is Casady School Private Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Casady School Private Foundation Inc reported a distributable amount of $602K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Casady School Private Foundation Inc's EIN?

Casady School Private Foundation Inc's EIN (Employer Identification Number) is 20-3463330. IRS Form 990 filing data is available on this page for 2021–2025.