Sophia and William Casey Foundation
The Sophia and William Casey Foundation is a private, non-operating foundation established in 1974 and headquartered in Melville, New York. The foundation operates as a 501(c)(3) tax-exempt organization with a focus on supporting educational, religious, and human services initiatives across the United States.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.7M
+78.2% YoY
Annual Giving
$497K
-40.0% YoY
Grant Count
15
+0.0% YoY
Avg Grant Size
$33K
-40.0% YoY
Under IRS private-foundation payout rules, Sophia and William Casey Foundation reported a distributable amount of $581K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation supports a diverse range of subject areas including:
- Education and higher education
- Religion, specifically Christianity and Catholicism
- Human services
- Philanthropy and nonprofit support
- Social sciences and interdisciplinary studies
- International studies
- Public affairs and national security
Grantmaking
The foundation makes grants in support of the tax-exempt missions of recipient organizations. Recent grant activity includes:
Grant Range
** $1,000 to $286,000
Ready to take the next step with Sophia and William Casey Foundation?
Geographic Focus
Where this funder awards grants
The foundation supports projects across multiple U.S. states and cities, with particular activity in:
- New York
- Virginia
- Florida
- Maryland
- Washington, D.C.
- Baltimore
Additional states of operation include Arkansas, Delaware, New Jersey, and West Virginia.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data (FY 2024):
- Total assets: $9,727,172
- Total revenues: $4,851,394
- Total expenses: $582,278
- Investment income and dividends: $305,893
- Number of employees: 0
Previous Year (FY 2023):
- Total assets: $5,458,056
- Total revenues: $299,990
- Total expenses: $938,716
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,727,172 | $5,458,056 | $6,096,776 |
| Revenue | $4,851,394 | $299,990 | $1,510,600 |
| Expenses | $582,278 | $938,716 | $716,161 |
| Qualifying Distributions | $498,500 | $836,950 | $639,450 |
| Net Investment Income | $4,767,616 | $227,731 | $1,439,431 |
| Distributable Amount | $580,810 | $540,131 | $534,328 |
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
62 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Tomorrow's Hope Foundation ($286,000), Christendom College ($50,000), St Mary's Church ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CATHOLIC DISTANCE UNIVERSITY CHARLES TOWN, WV | GENERAL SUPPORT OF TAX-EXEMPT MISSION | $5,000 |
| CATHOLIC RELIEF SERVICES BALTIMORE, MD | GENERAL SUPPORT OF TAX-EXEMPT MISSION | $5,000 |
| CHRISTENDOM COLLEGE FRONT ROYAL, VA | GENERAL SUPPORT OF TAX-EXEMPT MISSION | $50,000 |
| COLD SPRING HARBOR LABORATORY COLD SPRING HARBOR, NY | GENERAL SUPPORT OF TAX-EXEMPT MISSION | $5,000 |
| GLENWOOD HOOK & LADDER ENGINE & HOSE COMPANY INC GLENWOOD LANDING, NY | GENERAL SUPPORT OF TAX-EXEMPT MISSION | $5,000 |
| HOPE FOR HAITI INC NAPLES, FL | GENERAL SUPPORT OF TAX-EXEMPT MISSION | $5,000 |
| MOMMA'S INC LEVITTOWN, NY | GENERAL SUPPORT OF TAX-EXEMPT MISSION | $5,000 |
| PERSECUTION PROJECT FOUNDATION CULPEPER, VA | GENERAL SUPPORT OF TAX-EXEMPT MISSION | $15,000 |
| ST MARY'S CHURCH ROSLYN HARBOR, NY | GENERAL SUPPORT OF TAX-EXEMPT MISSION | $50,000 |
| THE COMMUNITY FOUNDATION OF OYSTER BAY INC OYSTER BAY, NY | GENERAL SUPPORT OF TAX-EXEMPT MISSION | $1,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Bernadette Casey-Smith – President (serves on a voluntary basis without compensation)
- Owen Smith – Secretary/Treasurer (served until April 2023, on a voluntary basis without compensation)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BERNADETTE CASEY-SMITH | PRESIDENT | 1 | — |
| MARY NOEL ZGURZYNSKI AS OF 122023 | SECRETARY/TREASURER | 1 | — |
Contact Information
Address: Grant Thornton 445 Broadhollow Road Melville, NY 11747
Telephone: 631-249-6001
Frequently Asked Questions
What does Sophia and William Casey Foundation fund?
The foundation supports a diverse range of subject areas including: • Education and higher education • Religion, specifically Christianity and Catholicism • Human services • Philanthropy and nonprofit support • Social sciences and interdisciplinary studies • International studies • Public affairs and national security
How do I apply for a grant from Sophia and William Casey Foundation?
The foundation makes grants in support of the tax-exempt missions of recipient organizations. Recent grant activity includes: • **Total giving (2024):** $497,000 across multiple grants • **Grant range:** $1,000 to $286,000 • **Number of grants:** 24 grants made in the most recent year • **Notable recent grants (2024):** • Tomorrow's Hope Foundation II: $286,000 • The Institute of World Politics: $50,000 • Christendom College: $50,000
Where does Sophia and William Casey Foundation make grants?
The foundation supports projects across multiple U.S. states and cities, with particular activity in: • New York • Virginia • Florida • Maryland • Washington, D.C. • Baltimore Additional states of operation include Arkansas, Delaware, New Jersey, and West Virginia.
What size grants does Sophia and William Casey Foundation award?
In 2024, Sophia and William Casey Foundation awarded 15 grants totaling $497K — an average of about $33K per grant, based on its IRS Form 990 filings.
How much is Sophia and William Casey Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sophia and William Casey Foundation reported a distributable amount of $581K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sophia and William Casey Foundation's EIN?
Sophia and William Casey Foundation's EIN (Employer Identification Number) is 51-0153218. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Sophia and William Casey Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
The Reich Family Charitable Trust
BROOKLYN, NY
Assets
$689K
Grants
1
Total Given
$453K
Launa Beuhler Foundation for
BROOKLYN, NY
Assets
$2K
Grants
4
Total Given
$20K
The Hilary Grace Foundation Inc
EAST AMHERST, NY
Assets
$126K
Grants
2
Total Given
$36K
Uw E J Madden Mem Open Hearts Club 10-214880
NEW YORK, NY
Assets
$1.3M
Grants
1
Total Given
$307K
Hindy's Foundation
BROOKLYN, NY
Assets
$142K
Grants
8
Total Given
$225K
Jeanne & Thomas Hardy Family Foundation
NEW YORK, NY
Assets
$3K
Grants
3
Total Given
$3K
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Sophia and William Casey Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Sophia and William Casey Foundation to a real strategy.