Dan and Stacey Case Family Foundation
The Dan and Stacey Case Family Foundation is a private grantmaking foundation established in 2001 and based in San Francisco, California. The foundation holds 501(c)(3) tax-exempt status and operates as a non-operating private foundation. It is classified as a family foundation focused on philanthropic giving.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$14.4M
+6.9% YoY
Annual Giving
$428K
+19.2% YoY
Grant Count
41
+5.1% YoY
Avg Grant Size
$10K
+13.4% YoY
Under IRS private-foundation payout rules, Dan and Stacey Case Family Foundation reported a distributable amount of $692K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's giving priorities include:
- Education
- Brain cancer research and support
- Federated giving programs
Grantmaking
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited applications.
Grant Range
$5,000
Average Grant
award: $15,000
How to Apply
**
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking is concentrated primarily in California, Pennsylvania, and New York, which account for 76% of all grants. Grantmaking reaches organizations across 12 states, with a primary focus on California-based organizations.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2024:
- Total Assets: $14,390,555
- Total Revenue: $183,407
- Total Expenses: $523,324
- Total Liabilities: $31,100
- Investment Income and Dividends: $343,093
- Total Giving: $427,911
Contact Information:
- Address: 200 Walnut Street, San Francisco, CA 94118
- Phone: (415) 441-8255
- Website: casefoundation.org
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $14,390,555 | $13,461,389 | $12,223,639 |
| Revenue | $183,407 | $407,349 | $563,072 |
| Expenses | $523,324 | $428,870 | $533,702 |
| Qualifying Distributions | $472,800 | $382,481 | $486,992 |
| Net Investment Income | $292,569 | $360,960 | $523,802 |
| Distributable Amount | $692,216 | $630,113 | $628,361 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
203 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include New York City Ballet ($63,600), American Cancer Society ($60,000), Boys & Girls Clubs of Sf ($55,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 10000 DEGREES SAN RAFAEL, CA | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | $1,000 |
| 54 BELOW NEW YORK, NY | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | $3,000 |
| ALUMNI AND FRIENDS OF THE LONDON SCHOOL OF ECONOMICS IN THE USA ARLINGTON, VA | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | $1,000 |
| AMERICAN CANCER SOCIETY STATEN ISLAND, NY | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | $60,000 |
| BOYS & GIRLS CLUBS OF SF SAN FRANCISCO, CA | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | $55,000 |
| BRANSON ANNUAL FUND ROSS, CA | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | $2,000 |
| CENTER FOR REPRODUCTIVE RIGHTS NEW YORK, NY | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | $10,000 |
| EAGLEBROOK SCHOOL ANNUAL FUND DEERFIELD, MA | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | $1,000 |
| EXPLORATORIUM SAN FRANCISCO, CA | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | $10,000 |
| FINE ARTS MUSEUMS OF SAN FRANCISCO SAN FRANCISCO, CA | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Stacey Case – President
- John D Case – Treasurer
- Karen Morgan – Trustee
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STACEY CASE | PRESIDENT | 5 | — |
| JOHN D CASE | TREASURER | 1 | — |
| CHARLOTTE CASE | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Dan and Stacey Case Family Foundation fund?
The foundation's giving priorities include: • Education • Brain cancer research and support • Federated giving programs
How do I apply for a grant from Dan and Stacey Case Family Foundation?
**Grant Activity & Patterns:** • Made 38 grants in 2024 • Historical grantmaking totals approximately 85 grants worth $1.3 million across available records • Median grant size: $5,000 • Average grant award: $15,000 • Grant range: up to $349,000 **Recent Grants (2024):** • New York City Ballet: $63,600 • San Francisco Ballet: $29,000 • Neighbors for a Better San Francisco: $10,000 **Application Process:** The foundation makes contributions only to preselected charitable organizations and does no…
Where does Dan and Stacey Case Family Foundation make grants?
The foundation's grantmaking is concentrated primarily in California, Pennsylvania, and New York, which account for 76% of all grants. Grantmaking reaches organizations across 12 states, with a primary focus on California-based organizations.
What size grants does Dan and Stacey Case Family Foundation award?
In 2024, Dan and Stacey Case Family Foundation awarded 41 grants totaling $428K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Dan and Stacey Case Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dan and Stacey Case Family Foundation reported a distributable amount of $692K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Dan and Stacey Case Family Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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