Casey Family Foundation
Casey Family Foundation is a private foundation, based in San Clemente, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $564K in total assets. In 2024, it awarded 8 grants totaling $40K. Net investment income was $27K.
Casey Family Foundation at a glance
In short: Casey Family Foundation gave $40K across 8 grants in 2024 (avg $5K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $40,000
- +164.0% vs 2023
- Grants made (2024)
- 8
- +100.0% vs 2023
- Average grant
- $5,000
- +32.0% vs 2023
- Median grant
- $5,000
- Total assets
- $563,639
- -2.6% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Casey Family Foundation funds
How this funder distributes its grants
Grant Size Distribution
22 grants across all recorded years
The most common grant size was under $50K: 22 grants of 22 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
States
Cities
How Casey Family Foundation gives
- Giving grew 24% from 2021 to 2024. Method
- In 2024 it paid out 161% of its IRS minimum distribution (the 5% rule). 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
From 2020 to 2024, annual grant giving ranged from $15K (2023) to $40K (2024). In 2024 it made 8 grants totaling $40K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 8 grants to individuals Recipients not named | — | $40,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $563,639 | $35,529 | $50,292 | $40,000 | 8 | $48,317 | $27,266 | $29,959 |
| 2023 | $578,402 | $10,247 | $24,050 | $15,150 | 4 | $22,075 | $12,104 | $29,752 |
| 2022 | $592,205 | $-27,943 | $42,740 | $32,500 | 2 | $40,865 | $4,930 | $31,505 |
| 2021 | $662,888 | $63,328 | $41,375 | $32,250 | 4 | $39,750 | $55,908 | $34,563 |
| 2020 | $640,935 | $-6,409 | $28,745 | $23,500 | 4 | — | $5,732 | $33,390 |
| 2019 | $676,089 | $655,605 | $660 | — | — | — | $540 | $13,000 |
Under IRS private-foundation payout rules, Casey Family Foundation reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Casey Family Foundation is led by Karen Miller, President on every filing since 2019; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Karen Miller
President
On filings since 2019
1 hr/week
No compensation reported
Douglas Casey
Vice President
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "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 $40K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $15K across 4 grants.
What is Casey Family Foundation's typical grant size?
Casey Family Foundation's median grant in 2024 was $5,000, and its average grant was $5,000, across 8 grants on its 2024 IRS Form 990-PF.
Where does Casey Family Foundation give grants?
Casey Family Foundation gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does Casey Family Foundation give general operating support?
Not in 2024: none of the 8 grants with a stated purpose on Casey Family Foundation's 2024 IRS Form 990-PF were described as general or operating support.
How large is Casey Family Foundation?
Casey Family Foundation reported $564K in total assets on its 2024 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $30K (roughly 5% of its investment assets).
What is Casey Family Foundation's EIN?
Casey Family Foundation's EIN (Employer Identification Number) is 34-2059360. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS August 10, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 21, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 11, 2025)
- IRS filings on file for fiscal years 2019–2024
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