Erik S Cassel Foundation

SAN MATEO, CA EIN: 83-2127482

Erik S Cassel Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN MATEO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.0M in total assets. In 2024, it awarded 6 grants totaling $340K. Net investment income was $755K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.0M

+6.7% YoY

Annual Giving

$340K

+4.6% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$57K

+4.6% YoY

Under IRS private-foundation payout rules, Erik S Cassel Foundation reported a distributable amount of $332K for 2024 — the minimum it must pay out in qualifying distributions.

About Erik S Cassel Foundation

Based on IRS filings

Erik S Cassel Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN MATEO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.0M in total assets. In 2024, it awarded 6 grants totaling $340K. Net investment income was $755K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AnnandaleonhudsonBrooklynEast Palo AltoMenlo ParkNew OrleansSan FranciscoWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$3M$5M$6M20202021202220232024
Metric202420232022
Total Assets$6,995,793$6,558,922$5,848,602
Revenue$778,455$85,469$184,532
Expenses$388,885$376,514$337,434
Qualifying Distributions$357,200$357,360$318,870
Net Investment Income$754,857$85,784$162,755
Distributable Amount$332,229$309,663$318,735

Giving Over Time

Total grant dollars and number of grants per year

$0$94K$188K$281K$375K6 grants20209 grants20216 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

BARD COLLEGE$100KLIFEMOVES$55KXAVIER UNIVERSITY OF LOU…$55KEASTSIDE COLLEGE PREP$55KRAINFOREST FOUNDATION$40KIMMIGRATION INSTITUTE OF…$35K

Grant Size Distribution

33 grants across all recorded years

19<$50K10$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Bard College ($100,000), Lifemoves ($55,000), Xavier University of Louisiana ($55,000).

RecipientPurposeAmount
BARD COLLEGE ANNANDALEONHUDSON, NYACCESS & EQUITY$100,000
LIFEMOVES MENLO PARK, CACOMMUNITY SUPPORT$55,000
IMMIGRATION INSTITUTE OF BAY AREA SAN FRANCISCO, CAIMMIGRATION SUPPORT$35,000
RAINFOREST FOUNDATION BROOKLYN, NYRAINFOREST PROTECTION$40,000
XAVIER UNIVERSITY OF LOUISIANA NEW ORLEANS, LAGENERAL NEED-BASED SCHOLARSHIPS$55,000
EASTSIDE COLLEGE PREP EAST PALO ALTO, CAGENERAL NEED-BASED SCHOLARSHIPS$55,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
REBECCA SMITHPRESIDENT/SECRETARY0.05
DANIEL CASSELDIRECTOR0.05
KAI ROBERT CASSELDIRECTOR0.05
DAVID CASSELTREASURER0.05

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Erik S Cassel Foundation?

Erik S Cassel Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN MATEO, CA. It holds $7.0M in total assets as of 2024.

How large is Erik S Cassel Foundation?

As of 2024, Erik S Cassel Foundation holds $7.0M in total assets with $778K in annual revenue. It awarded 6 grants totaling $340K in 2024.

Where does Erik S Cassel Foundation operate?

Erik S Cassel Foundation has awarded grants in California, District of Columbia, Louisiana, New York.

What size grants does Erik S Cassel Foundation award?

In 2024, Erik S Cassel Foundation awarded 6 grants totaling $340K — an average of about $57K per grant, based on its IRS Form 990 filings.

How much is Erik S Cassel Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Erik S Cassel Foundation reported a distributable amount of $332K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Erik S Cassel Foundation's EIN?

Erik S Cassel Foundation's EIN (Employer Identification Number) is 83-2127482. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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