Dan and Stacey Case Family Foundation
The Dan and Stacey Case Family Foundation is a private foundation based in San Francisco, California. In 2025, it reported 43 grants totaling $668,819 to charitable organizations.
Dan and Stacey Case Family Foundation at a glance
In short: Dan and Stacey Case Family Foundation gave $669K across 43 grants in 2025 (avg $16K), mostly in California. 26% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $668,819
- +56.3% vs 2024
- Grants made (2025)
- 43
- +4.9% vs 2024
- Average grant
- $15,554
- +49.0% vs 2024
- Median grant
- $6,000
- Total assets
- $15,856,353
- +10.2% vs 2024
- New grantees (estimate)
- 26% first-time grantees (11 of 43, 2025)
- Primary geography
- California (77% 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 Dan and Stacey Case Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation contributes only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 200 Walnut Street, San Francisco, CA 94118
Phone: (415) 441-8255
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Dan and Stacey Case Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Hoover Institution ($100K). Together the top 10 received $466K.
Grant Size Distribution
208 grants across all recorded years
The most common grant size was under $50K: 193 grants of 208 (93%).
Geographic Focus
Where this funder awards grants
In 2025, California recipients received 77% of grant dollars. New York received 10%, Virginia 4%, Washington, DC 4%, and Massachusetts 3%.
Grant Distribution by State
Share of 2025 grant dollars across all 43 itemized grants.
States
Cities
Is Dan and Stacey Case Family Foundation open to new grantees?
26%
first-time grantees, 2025
In 2025, 11 of 43 grantees (26%) were first-time recipients. First grants averaged $8K; repeat grants $18K. How we count
Medians: $5K first-time, $10K repeat.
- 60% of 2025 grantees were also funded in 2024. Method
- Giving grew 39% from 2022 to 2025. Method
- In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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
From 2019 to 2025, annual grant giving ranged from $359K (2023) to $805K (2021). In 2025 it made 43 grants totaling $669K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hoover Institution Standford, CA | To Further Organization's Charitable Purposes | $100,000 |
| Boys & Girls Clubs of SF San Francisco, CA | To Further Organization's Charitable Purposes | $65,000 |
| American Cancer Society San Francisco, CA | To Further Organization's Charitable Purposes | $60,000 |
| New York City Ballet New York, NY | To Further Organization's Charitable Purposes | $59,550 |
| Marin Community Foundation Novato, CA | To Further Organization's Charitable Purposes | $51,669 |
| Golden Gate National Parks Conservancy San Francisco, CA | To Further Organization's Charitable Purposes | $30,150 |
| Alumni and Friends of the London School of Economics in the USA Arlington, VA | To Further Organization's Charitable Purposes | $25,000 |
| CPMC Foundation San Francisco, CA | To Further Organization's Charitable Purposes | $25,000 |
| Exploratorium San Francisco, CA | To Further Organization's Charitable Purposes | $25,000 |
| Path North Leadership Council Washington, DC | To Further Organization's Charitable Purposes | $25,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $15,856,353 | $822,469 | $751,804 | $668,819 | 43 | $695,137 | $665,802 | $770,811 |
| 2024 | $14,390,555 | $183,407 | $523,324 | $427,911 | 41 | $472,800 | $292,569 | $692,216 |
| 2023 | $13,461,389 | $407,349 | $428,870 | $359,088 | 39 | $382,481 | $360,960 | $630,113 |
| 2022 | $12,223,639 | $563,072 | $533,702 | $479,555 | 44 | $486,992 | $523,802 | $628,361 |
| 2021 | $14,772,691 | $790,244 | $931,923 | $805,129 | 41 | $813,437 | $749,044 | $715,455 |
| 2020 | $14,130,086 | $1,941,099 | $867,697 | $804,983 | 38 | — | $1,903,300 | $625,752 |
| 2019 | $13,559,951 | $785,340 | $858,229 | $780,000 | 46 | — | $757,855 | $652,207 |
Under IRS private-foundation payout rules, Dan and Stacey Case Family Foundation reported a distributable amount of $771K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission is stated in the available information. Its grants went to a range of charitable organizations. For example, the American Cancer Society says its mission is to improve the lives of people with cancer and their families through advocacy, research, and patient support. Marin Community Foundation describes its work as mobilizing community and philanthropic resources to advance equity for people, places, and the planet. The Golden Gate National Parks Conservancy says it partners with the National Park Service and others to support the Golden Gate National Recreation Area.
Grantmaking
In 2025, the foundation made 43 grants totaling $668,819. Grant amounts ranged from $1,000 to $100,000, with a median of $6,000. Among the largest awards were $100,000 to the Hoover Institution, $65,000 to Boys & Girls Clubs of SF, $60,000 to the American Cancer Society, $59,550 to New York City Ballet, and $51,669 to Marin Community Foundation. The listed grant purposes were to further each recipient organization’s charitable purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Stacey Case as president, John D Case as treasurer, and Charlotte Case as secretary.
Dan and Stacey Case Family Foundation is led by Stacey Case, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Stacey Case
President
On filings since 2019
5 hrs/week
No compensation reported
John D. Case
Treasurer
On filings since 2019
1 hr/week
No compensation reported
Charlotte Case
Secretary
On filings since 2023
1 hr/week
No compensation reported
Former officers (1)
- Former: Karen Morgan (2019–2020) — Secretary
Data from IRS Form 990 filings, 2019–2025. "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 Dan and Stacey Case Family Foundation
How much does Dan and Stacey Case Family Foundation give each year?
Dan and Stacey Case Family Foundation gave $669K across 43 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $428K across 41 grants.
What is Dan and Stacey Case Family Foundation's typical grant size?
Dan and Stacey Case Family Foundation's median grant in 2025 was $6,000, and its average grant was $15,554, across 43 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Dan and Stacey Case Family Foundation that year got $8K on average.
Where does Dan and Stacey Case Family Foundation give grants?
Dan and Stacey Case Family Foundation gives mostly in California: 77% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (10%). The most frequent recipient cities were San Francisco, CA (19 grants), New York, NY (2 grants), Oakland, CA (2 grants) and Atherton, CA (2 grants).
Who are Dan and Stacey Case Family Foundation's largest grantees?
Dan and Stacey Case Family Foundation's largest 2025 grantees include Hoover Institution ($100,000), Boys & Girls Clubs of SF ($65,000) and American Cancer Society ($60,000), according to its 2025 IRS Form 990-PF. Together they received 34% of its itemized 2025 grant dollars.
How large is Dan and Stacey Case Family Foundation?
Dan and Stacey Case Family Foundation reported $15.9M in total assets on its 2025 IRS Form 990-PF. It paid out $695K in qualifying distributions that year, against a required minimum of $771K (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 does Dan and Stacey Case Family Foundation fund?
No foundation mission is stated in the available information. Its grants went to a range of charitable organizations. For example, the American Cancer Society says its mission is to improve the lives of people with cancer and their families through advocacy, research, and patient support. See mission & focus areas ↑
How do I apply for a grant from Dan and Stacey Case Family Foundation?
The foundation contributes only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Dan and Stacey Case Family Foundation's EIN?
Dan and Stacey Case Family Foundation's EIN (Employer Identification Number) is 91-2148156. IRS Form 990 filing data is available on this page for 2019–2025.
Does Dan and Stacey Case 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 September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 16, 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 March 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 4, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 8, 2026)
- IRS filings on file for fiscal years 2019–2025
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Cite this profile
Grantable. (2026). Dan and Stacey Case Family Foundation funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/dan-and-stacey-case-family-foundation-morg_e2f1495f2fe447f7aad66e8be2efdcf3
BibTeX
@misc{grantable_912148156_2026,
author = {{Grantable}},
title = {{Dan and Stacey Case Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/dan-and-stacey-case-family-foundation-morg_e2f1495f2fe447f7aad66e8be2efdcf3},
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 Dan and Stacey 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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