Casey Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$564K
-2.6% YoY
Annual Giving
$40K
+164.0% YoY
Grant Count
8
+100.0% YoY
Avg Grant Size
$5K
+32.0% YoY
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.
About Casey Family Foundation
Based on IRS filings
Casey Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $563,639 | $578,402 | $592,205 |
| Revenue | $35,529 | $10,247 | $-27,943 |
| Expenses | $50,292 | $24,050 | $42,740 |
| Qualifying Distributions | $48,317 | $22,075 | $40,865 |
| Net Investment Income | $27,266 | $12,104 | $4,930 |
| Distributable Amount | $29,959 | $29,752 | $31,505 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
22 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Casa Romantica ($8,000), Shea Center ($7,500), Mission San Juan Capistrano ($6,500).
| Recipient | Purpose | Amount |
|---|---|---|
| CASA ROMANTICA SAN CLEMENTE, CA | CULTURAL CENTER | $8,000 |
| CASA TERESA ORANGE, CA | SHELTER FOR PREGNANT WOMEN | $3,000 |
| SAN CLEMENTE ROTARY FOUNDATION SAN CLEMENTE, CA | COMMUNITY SERVICE | $5,000 |
| GIRL SCOUTS OF ORANGE COUNTY IRVINE, CA | WELL BEING AND GROWTH FOR YOUNG GIRLS | $5,000 |
| MISSION SAN JUAN CAPISTRANO SAN JAN CAPISTRANO, CA | COMMUNITY SERVICE | $6,500 |
| SHEA CENTER SAN JUAN CAPISTRANO, CA | SERVICE TO THE COMMUNITY | $7,500 |
| BOYS AND GIRLS CLUB OF LAGUNA BEACH LAGUNA BEACH, CA | PROMOTE CHILD WELLFARE | $3,000 |
| YOUR STORY MATTERS LAGUNA HILLS, CA | SERVICE TO THE COMMUNITY | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KAREN MILLER | President | 1 | — |
| DOUGLAS CASEY | Vice President | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Casey Family Foundation?
Casey Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN CLEMENTE, CA. It holds $564K in total assets as of 2024.
How large is Casey Family Foundation?
As of 2024, Casey Family Foundation holds $564K in total assets with $36K in annual revenue. It awarded 8 grants totaling $40K in 2024.
Where does Casey Family Foundation operate?
Casey Family Foundation has awarded grants in California.
What size grants does Casey Family Foundation award?
In 2024, Casey Family Foundation awarded 8 grants totaling $40K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Casey Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Casey Family Foundation reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Casey Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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