Sophia and William Casey Foundation
The Sophia and William Casey Foundation is a private foundation based in Melville, New York. Its 2025 grants supported organizations’ tax-exempt missions, including organizations working in education, religion, science, emergency services, and other fields.
Sophia and William Casey Foundation at a glance
In short: Sophia and William Casey Foundation gave $732K across 31 grants in 2025 (avg $24K), mostly in New York. 39% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $732,000
- +47.3% vs 2024
- Grants made (2025)
- 31
- +106.7% vs 2024
- Average grant
- $23,613
- -28.7% vs 2024
- Median grant
- $5,000
- Total assets
- $9,517,882
- -2.2% vs 2024
- New grantees (estimate)
- 39% first-time grantees (12 of 31, 2025)
- Primary geography
- New York (61% 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 Sophia and William Casey Foundation
- How to Apply
-
Applications must be submitted in letter form and provide an extensive description of the intended use of the funds. The foundation states that there are no restrictions on awards.
- Contact
Application contact: Bernadette Casey-Smith
Mailing address: 12 Glenwood Road, Roslyn Harbor, NY 11576
Phone: (516) 621-9332
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Sophia and William Casey Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Tomorrow's Hope Foundation Inc ($315K). Together the top 10 received $645K.
Grant Size Distribution
93 grants across all recorded years
The most common grant size was under $50K: 74 grants of 93 (80%).
Geographic Focus
Where this funder awards grants
In 2025, 61% of grant dollars went to recipients in New York and 30% to recipients in Virginia. Smaller shares went to recipients in Maryland (2%), Washington, D.C. (1%), and Tennessee (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 31 itemized grants.
States
Cities
Is Sophia and William Casey Foundation open to new grantees?
39%
first-time grantees, 2025
In 2025, 12 of 31 grantees (39%) were first-time recipients. First grants averaged $3K; repeat grants $37K. How we count
Medians: $2K first-time, $10K repeat.
- 29% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+16%). Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). 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 $497K (2024) to $829K (2023). In 2025 it made 31 grants totaling $732K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tomorrow's Hope Foundation Inc Rockville Centre, NY | General Support of Tax-Exempt Mission | $315,000 |
| Christendom College Front Royal, VA | General Support of Tax-Exempt Mission | $100,000 |
| Young America's Foundation Reston, VA | General Support of Tax-Exempt Mission | $75,000 |
| St Mary's Church Roslyn, NY | General Support of Tax-Exempt Mission | $50,000 |
| Clare Boothe Luce Center for Conservative Women Herndon, VA | General Support of Tax-Exempt Mission | $25,000 |
| Irish Educational Development Foundation Bronx, NY | General Support of Tax-Exempt Mission | $25,000 |
| Boys & Girls Club of Oyster Bay - East Norwich Oyster Bay, NY | General Support of Tax-Exempt Mission | $20,000 |
| Cold Spring Harbor Laboratory Cold Spring Harbor, NY | General Support of Tax-Exempt Mission | $15,000 |
| Glenwood Hook & Ladder Engine & Hose Company Inc Glenwood Landing, NY | General Support of Tax-Exempt Mission | $10,000 |
| Persecution Project Foundation Culpeper, VA | General Support of Tax-Exempt Mission | $10,000 |
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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 | $9,517,882 | $755,914 | $965,204 | $732,000 | 31 | $750,655 | $661,806 | $714,749 |
| 2024 | $9,727,172 | $4,851,394 | $582,278 | $497,000 | 15 | $498,500 | $4,767,616 | $580,810 |
| 2023 | $5,458,056 | $299,990 | $938,716 | $829,000 | 15 | $836,950 | $227,731 | $540,131 |
| 2022 | $6,096,776 | $1,510,600 | $716,161 | $631,500 | 22 | $639,450 | $1,439,431 | $534,328 |
| 2021 | $5,266,551 | $148,841 | $738,988 | $623,000 | 10 | — | $76,046 | $581,288 |
| 2019 | $9,388,281 | $610,959 | $591,997 | $510,000 | 15 | — | $551,853 | $412,017 |
Under IRS private-foundation payout rules, Sophia and William Casey Foundation reported a distributable amount of $715K 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
The foundation’s own mission is not stated in the available information. Its 2025 grants included support for organizations with varied missions. For example, Young America’s Foundation describes its work as youth outreach promoting individual freedom, a strong national defense, free enterprise, and traditional values. Cold Spring Harbor Laboratory says it conducts biological research, particularly in molecular biology and genetics. Glenwood Hook & Ladder Engine & Hose Company describes its work as emergency fire assistance and ambulance services.
Other 2025 recipients also work in distinct areas: the Irish Educational Development Foundation supports education related to theological, cultural, and historical traditions; the Persecution Project Foundation describes work assisting and encouraging people facing persecution; and Wounded Warrior Project says it supports the well-being of post-9/11 veterans, service members, and their families.
Grantmaking
In 2025, the foundation made 31 grants totaling $732,000. Grant amounts ranged from $500 to $315,000, with a median grant of $5,000. The largest awards included $315,000 to Tomorrow’s Hope Foundation, $100,000 to Christendom College, and $75,000 to Young America’s Foundation. Other notable grants were $50,000 to St. Mary’s Church and $25,000 each to the Clare Boothe Luce Center for Conservative Women and the Irish Educational Development Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bernadette Casey-Smith as president and Mary Noel Zguyrzynski as secretary/treasurer.
Sophia and William Casey Foundation is led by Bernadette Casey-Smith, President on every filing since 2019; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bernadette Casey-Smith
President
On filings since 2019
1 hr/week
No compensation reported
Mary Noel Zgurzynski
Secretary & Treasurer
On filings since 2024
1 hr/week
No compensation reported
Former officers (1)
- Former: Owen Smith (2021–2023) — Secretary & Treasurer · Filing note: Thru 042023
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 Sophia and William Casey Foundation
How much does Sophia and William Casey Foundation give each year?
Sophia and William Casey Foundation gave $732K across 31 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $497K across 15 grants.
What is Sophia and William Casey Foundation's typical grant size?
Sophia and William Casey Foundation's median grant in 2025 was $5,000, and its average grant was $23,613, across 31 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Sophia and William Casey Foundation that year got $3K on average.
Where does Sophia and William Casey Foundation give grants?
Sophia and William Casey Foundation gives mostly in New York: 61% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Virginia (30%). The most frequent recipient cities were Chicago, IL (3 grants), Roslyn, NY (2 grants), Baltimore, MD (2 grants) and Washington, DC (2 grants).
Does Sophia and William Casey Foundation give general operating support?
Yes: 100% of Sophia and William Casey Foundation's 2025 grants with a stated purpose (31 of 31) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Sophia and William Casey Foundation's largest grantees?
Sophia and William Casey Foundation's largest 2025 grantees include Tomorrow's Hope Foundation Inc ($315,000), Christendom College ($100,000) and Young America's Foundation ($75,000), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.
How large is Sophia and William Casey Foundation?
Sophia and William Casey Foundation reported $9.5M in total assets on its 2025 IRS Form 990-PF. It paid out $751K in qualifying distributions that year, against a required minimum of $715K (roughly 5% of its investment assets).
What does Sophia and William Casey Foundation fund?
The foundation’s own mission is not stated in the available information. Its 2025 grants included support for organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from Sophia and William Casey Foundation?
Applications must be submitted in letter form and provide an extensive description of the intended use of the funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS January 10, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
- IRS filings on file for fiscal years 2019–2025
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Cite this profile
Grantable. (2026). Sophia and William Casey Foundation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/sophia-and-william-casey-foundation-morg_f25519c75f3f464bbd1510e4be8bc016
BibTeX
@misc{grantable_510153218_2026,
author = {{Grantable}},
title = {{Sophia and William Casey Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/sophia-and-william-casey-foundation-morg_f25519c75f3f464bbd1510e4be8bc016},
note = {Accessed 2026-10-14. 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 Sophia and William Casey 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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