Casey Family Foundation logo

Casey Family Foundation

Private foundation · Grantmaker Genoa, NV EIN: 02-6013556 Website

The Casey Family Foundation is a private foundation based in Genoa, Nevada. Its 2025 filing lists grants to charitable organizations, with each listed grant described as supporting the recipient’s charitable purposes.

Casey Family Foundation at a glance

In short: Casey Family Foundation gave $240K across 36 grants in 2025 (avg $7K), top state Massachusetts. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$239,500
-1.7% vs 2024
Grants made (2025)
36
+5.9% vs 2024
Average grant
$6,653
-7.2% vs 2024
Median grant
$2,500
Total assets
$3,655,582
-0.5% vs 2024
New grantees (estimate)
19% first-time grantees (7 of 36, 2025)
Primary geography
Massachusetts (24% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Casey Family Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.

Contact

Mailing address: PO Box 1626, Genoa, NV 89411
Phone: (231) 838-3005

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Casey Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Sawyer Library Foundation: $50KSawyer Library Foundation$50KThe Richard Nixon Foundation: $40KThe Richard Nixon Foundation$40KIntervale Center: $20KIntervale Center$20KLittle Traverse Conservancy Inc: $20KLittle Traverse ConservancyInc$20KPickerel Crooked Lake Improv Assn: $10KPickerel Crooked Lake ImprovAssn$10KRiding to the Top: $10KRiding to the Top$10KAlzheimer's Association Inc: $10KAlzheimer's Association Inc$10KCitizens Inn Inc: $8KCitizens Inn Inc$8KUCSF Foundation: $7KUCSF Foundation$7KCarson Tahoe Health Foundation: $5KCarson Tahoe Health Foundation$5K

The largest 2025 recipient was Sawyer Library Foundation ($50K). Together the top 10 received $180K.

Grant Size Distribution

193 grants across all recorded years

189<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 189 grants of 193 (98%).

Geographic Focus

Where this funder awards grants

In 2025, the largest shares of grant dollars went to recipients in Massachusetts (24%), California (22%), Michigan (14%), Maine (13%), and Vermont (9%).

Grant Distribution by State

22states

Share of 2025 grant dollars across all 36 itemized grants.

Cities

WashingtonBrunswickBeverlyBurlingtonAlansonChicagoGloucesterMammoth LakesBathCharlottesvilleHarbor SpringsHarpswellHullPeabodyPortlandTopshamUnityWindhamYorba LindaBoston

Is Casey Family Foundation open to new grantees?

19%

first-time grantees, 2025

In 2025, 7 of 36 grantees (19%) were first-time recipients. First grants averaged $2K; repeat grants $8K. How we count

Medians: $2K first-time, $4K repeat.

  • 67% of 2025 grantees were also funded in 2024. Method
  • Giving grew 20% from 2022 to 2025. Method
  • In 2025 it paid out 116% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K45 grants2020 35 grants2021 35 grants2022 53 grants2023 34 grants2024 36 grants2025

From 2020 to 2025, annual grant giving ranged from $200K (2022) to $310K (2023). In 2025 it made 36 grants totaling $240K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Sawyer Library Foundation Gloucester, MATo further charitable purposes of public charity$50,000
The Richard Nixon Foundation Yorba Linda, CATo further charitable purposes of public charity$40,000
Intervale Center Burlington, VTTo further charitable purposes of public charity$20,000
Little Traverse Conservancy Inc Harbor Springs, MITo further charitable purposes of public charity$20,000
Pickerel Crooked Lake Improv Assn Alanson, MITo further charitable purposes of public charity$10,000
Riding to the Top Windham, METo further charitable purposes of public charity$10,000
Alzheimer's Association Inc Chicago, ILTo further charitable purposes of public charity$10,000
Citizens Inn Inc Peabody, MATo further charitable purposes of public charity$7,500
UCSF Foundation San Francisco, CATo further charitable purposes of public charity$7,000
Carson Tahoe Health Foundation Carson City, NVTo further charitable purposes of public charity$5,000
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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$3,655,582$109,377$265,956$239,50036$240,247$84,357$206,904
2024$3,673,766$164,521$275,317$243,75034$243,750$135,171$201,929
2023$3,240,810$114,759$345,497$309,95053$309,950$114,759$191,037
2022$3,518,551$12,774$210,836$199,50035$199,500$70,194$195,723
2021$3,507,350$250,906$233,294$219,50035$219,500$237,112$220,266
2020$3,094,654$108,365$322,402$300,90045—$86,863$216,301

Under IRS private-foundation payout rules, Casey Family Foundation reported a distributable amount of $207K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants went to organizations with varied missions. For example, the Sawyer Library Foundation says it provides financial support to the Sawyer Free Library of Gloucester; Little Traverse Conservancy says it protects land in northern Michigan; and the Intervale Center says its mission is to strengthen community food systems that sustain farms, land, and people. Riding to the Top describes its mission as enhancing health and wellness through equine-assisted services, while Citizens Inn says it works to prevent and end hunger and homelessness through integrated services.

Grantmaking

In 2025, the foundation reported 36 grants totaling $239,500. Grants ranged from $500 to $50,000, with a median of $2,500. Other recent grant totals were $243,750 across 34 grants in 2024 and $309,950 across 53 grants in 2023.

The largest 2025 grants included $50,000 to the Sawyer Library Foundation in Gloucester, Massachusetts; $40,000 to The Richard Nixon Foundation in Yorba Linda, California; $20,000 each to Intervale Center in Burlington, Vermont, and Little Traverse Conservancy in Harbor Springs, Michigan; and $10,000 each to Pickerel Crooked Lake Improv Assn in Alanson, Michigan, and Riding to the Top in Windham, Maine.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Patricia C Shepherd, Jennifer P Casey, Sheila C McManus, and Virginia C Pettengill as trustees, and R Oliver Schwab as treasurer.

Casey Family Foundation's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Jennifer P. Casey

    Trustee

    On filings since 2020

    No compensation reported

  • Patricia C. Shepherd

    Trustee

    On filings since 2020

    No compensation reported

  • Sheila C. McManus

    Trustee

    On filings since 2020

    No compensation reported

  • Virginia C. Pettengill

    Trustee

    On filings since 2020

    No compensation reported

  • R. Oliver Schwab

    Treasurer

    Trustee → Trustee & Treasurer, 2021

    Trustee & Treasurer → Treasurer, 2024

    On filings since 2020

    3 hrs/week

    No compensation reported

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.

Frequently asked questions about Casey Family Foundation

How much does Casey Family Foundation give each year?

Casey Family Foundation gave $240K across 36 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $244K across 34 grants.

What is Casey Family Foundation's typical grant size?

Casey Family Foundation's median grant in 2025 was $2,500, and its average grant was $6,653, across 36 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Casey Family Foundation that year got $2K on average.

Where does Casey Family Foundation give grants?

Casey Family Foundation's top state is Massachusetts, with 24% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were California (22%) and Michigan (14%). The most frequent recipient cities were Brunswick, ME (3 grants), Washington, DC (3 grants), Harbor Springs, MI (2 grants) and Alanson, MI (2 grants).

Who are Casey Family Foundation's largest grantees?

Casey Family Foundation's largest 2025 grantees include Sawyer Library Foundation ($50,000), The Richard Nixon Foundation ($40,000) and Intervale Center ($20,000), according to its 2025 IRS Form 990-PF. Together they received 46% of its itemized 2025 grant dollars.

How large is Casey Family Foundation?

Casey Family Foundation reported $3.7M in total assets on its 2025 IRS Form 990-PF. It paid out $240K in qualifying distributions that year, against a required minimum of $207K (roughly 5% of its investment assets).

What does Casey Family Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants went to organizations with varied missions. See mission & focus areas ↑

How do I apply for a grant from Casey Family Foundation?

The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Casey Family Foundation's EIN?

Casey Family Foundation's EIN (Employer Identification Number) is 02-6013556. IRS Form 990 filing data is available on this page for 2020–2025.

Does Casey Family Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
  7. IRS filings on file for fiscal years 2020–2025

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Cite this profile

Grantable. (2026). Casey Family Foundation funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/casey-family-foundation-morg_009937dc44bb4010b8f7f0dc30adde17

BibTeX
@misc{grantable_026013556_2026,
  author       = {{Grantable}},
  title        = {{Casey Family Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/casey-family-foundation-morg_009937dc44bb4010b8f7f0dc30adde17},
  note         = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Casey 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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