Case Family Foundation

Private foundation · Grantmaker McCook, NE EIN: 27-0769388

Case Family Foundation is a private foundation, based in McCook, NE. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $8.3M in total assets. In 2025, it awarded 3 grants totaling $230K. Net investment income was $487K.

Case Family Foundation at a glance

In short: Case Family Foundation gave $230K across 3 grants in 2025 (avg $77K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$230,000
+53.3% vs 2024
Grants made (2025)
3
-25.0% vs 2024
Average grant
$76,667
+104.4% vs 2024
Median grant
$25,000
Total assets
$8,309,104
+37.2% vs 2024
Primary geography
Nebraska (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Case Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Nebraska Community Foundation Inc: $185KNebraska Community FoundationInc$185KMissionary Society of St Columban: $25KMissionary Society of StColumban$25KNebraska FFA: $20KNebraska FFA$20K

The largest 2025 recipient was Nebraska Community Foundation Inc ($185K). Together the top 3 received $230K.

Grant Size Distribution

32 grants across all recorded years

27<$50K3$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 27 grants of 32 (84%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

LincolnMccookNorfolkSt ColumbanSt ColumbansYorkPrescott

How Case Family Foundation gives

  • Giving grew 35% from 2022 to 2025. Method
  • In 2025 it paid out 66% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K8 grants2020 12 grants2021 10 grants2022 3 grants2023 4 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $150K (2024) to $230K (2025). In 2025 it made 3 grants totaling $230K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Nebraska Community Foundation Inc Lincoln, NETo Further the Exempt Purpose of the Organization$185,000
Missionary Society of St Columban St Columbans, NETo Further the Exempt Purpose of the Organization$25,000
Nebraska FFA Lincoln, NETo Support Nebraska Agricultural Education$20,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$8,309,104$2,585,972$338,490$230,0003$288,305$486,681$433,696
2024$6,055,737$2,265,290$240,336$150,0004$205,150$186,046$296,453
2023$4,031,170$1,312,457$227,069$170,0003$200,395$137,398$188,564
2022$2,826,989$451,993$216,361$170,00010$170,000$245,784$170,663
2021$2,590,767$216,482$197,794$165,00012—$113,235$168,277
2020$2,574,891$178,371$181,581$151,5008—$178,459$145,621

Under IRS private-foundation payout rules, Case Family Foundation reported a distributable amount of $434K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Case Family Foundation is led by Perry A. Case, President on every filing since 2020; 1 of 4 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Perry A. Case

    President

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Jacqueline Case

    Secretary

    On filings since 2024

    10 hrs/week

    $38K (2024) → $48K (2025)

  • Todd A. Case

    Treasurer

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Vicky L. Case

    Vice President

    On filings since 2020

    2 hrs/week

    No compensation reported

Former officers (1)
  • Former: Jacqueline L. Karam (2020–2023) — Secretary

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Jacqueline Case — Secretary: $48KJacqueline CaseSecretary$48K

The highest reported compensation on the 2025 filing was $48K, to Jacqueline Case (Secretary).

Frequently asked questions about Case Family Foundation

How much does Case Family Foundation give each year?

Case Family Foundation gave $230K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $150K across 4 grants.

What is Case Family Foundation's typical grant size?

Case Family Foundation's median grant in 2025 was $25,000, and its average grant was $76,667, across 3 grants on its 2025 IRS Form 990-PF.

Where does Case Family Foundation give grants?

Case Family Foundation gives mostly in Nebraska: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lincoln, NE (2 grants).

Does Case Family Foundation give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Case Family Foundation's 2025 IRS Form 990-PF were described as general or operating support.

How large is Case Family Foundation?

Case Family Foundation reported $8.3M in total assets on its 2025 IRS Form 990-PF. It paid out $288K in qualifying distributions that year, against a required minimum of $434K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Case Family Foundation's EIN?

Case Family Foundation's EIN (Employer Identification Number) is 27-0769388. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Case Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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