The Case Family Foundation
The Case Family Foundation is a private foundation based in Placentia, California. Its 2025 grants went primarily to California organizations and included support for health, education, youth programs, mental health awareness, wildlife care, and other purposes listed by recipients.
The Case Family Foundation at a glance
In short: The Case Family Foundation gave $139K across 16 grants in 2025 (avg $9K), mostly in California. 50% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $139,268
- +24.5% vs 2024
- Grants made (2025)
- 16
- +45.5% vs 2024
- Average grant
- $8,704
- -14.4% vs 2024
- Median grant
- $2,515
- Total assets
- $798,190
- +3.9% vs 2024
- New grantees (estimate)
- 50% first-time grantees (8 of 16, 2025; small sample)
- Primary geography
- California (92% 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 The Case Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. No application process, materials, or deadline are stated.
- Contact
Mailing address: 1249 E Imperial Highway Suite A, Placentia, CA 92870-1795
Phone: (714) 996-9960
Website: https://casefamilyfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Case Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Hoag Hospital Foundation ($50K). Together the top 10 received $135K.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 45 grants of 51 (88%).
Geographic Focus
Where this funder awards grants
In 2025, 92% of grant dollars went to recipients in California, 7% to Colorado, and 1% to Utah; Arizona accounted for 0% as reported. The listed grants show giving to organizations in those states.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
Cities
Is The Case Family Foundation open to new grantees?
50%
first-time grantees, 2025
In 2025, 8 of 16 grantees (50%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $2K; repeat grants $16K. How we count
Medians: $1K first-time, $9K repeat.
- 38% of 2025 grantees were also funded in 2024. Method
- Giving grew 95% from 2022 to 2025. Method
- In 2025 it paid out 323% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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 2020 to 2025, annual grant giving ranged from $71K (2022) to $185K (2020). In 2025 it made 16 grants totaling $139K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hoag Hospital Foundation Newport Beach, CA | HEALTH | $50,000 |
| Chapman University Orange, CA | Education | $36,524 |
| Boys & Girls Club of Stanton Stanton, CA | Enable Youth | $14,400 |
| St John the Baptist Catholic School Costa Mesa, CA | Education | $10,000 |
| CDM Foundation Newport Beach, CA | Invests in Educational Programs and Campus Improvements | $8,334 |
| Denver Scholarship Foundation Denver, CO | Increase access and completion of post-high school learning, expanding careers and opportunities. | $5,000 |
| Patrick's Purpose Foundation Newport Beach, CA | Bring Awareness to Teen Mental Health | $5,000 |
| The Wild Animal Sanctuary Keenesburg, CO | Sanctuary for Rescued Lions, Tigers and Bears | $4,000 |
| Connie Russo's Recovery from the Palisades Fire Placentia, CA | Help Victim of Palisades Fire | $1,030 |
| Friends of Yosemite Yosemite, CA | Search and Rescue Mission | $1,000 |
Ready to take the next step with The Case Family Foundation?
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 | $798,190 | $213,806 | $151,233 | $139,268 | 16 | $145,202 | $92,870 | $44,967 |
| 2024 | $767,978 | $221,253 | $126,016 | $111,900 | 11 | $118,573 | $113,671 | $35,255 |
| 2023 | $739,334 | $346,497 | $149,597 | $133,529 | 9 | $142,627 | $170,968 | $32,851 |
| 2022 | $679,633 | $327,200 | $78,760 | $71,335 | 9 | $72,130 | $153,101 | $35,647 |
| 2021 | $581,236 | $206,602 | $187,126 | $178,650 | 6 | — | $83,306 | $32,040 |
| 2020 | $629,395 | $365,596 | $192,234 | $185,010 | 9 | — | $91,529 | $29,978 |
Under IRS private-foundation payout rules, The Case Family Foundation reported a distributable amount of $45K 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 mission statement for the foundation is provided. Its grants include support for a hospital foundation, a university, a youth organization, schools and educational programs, and organizations working in areas such as student mental wellness and animal sanctuary. These purposes reflect the stated missions of grantees, not a mission statement from the foundation.
For example, Hoag Hospital Foundation says its primary exempt purpose is raising funds for Hoag Memorial Hospital Presbyterian. Chapman University describes its mission as providing personalized education of distinction. Patrick’s Purpose Foundation says it promotes mental wellness in schools and the community and creates a student-driven culture of kindness.
Grantmaking
In 2025, the foundation made 16 grants totaling $139,268. Grants ranged from $385 to $50,000, with a median of $2,515. The largest grants included $50,000 to Hoag Hospital Foundation for health; $36,524 to Chapman University for education; $14,400 to Boys & Girls Club of Stanton to enable youth; and $10,000 to St John the Baptist Catholic School for education. Other notable grants included $8,334 to CDM Foundation for educational programs and campus improvements, and $5,000 each to Denver Scholarship Foundation and Patrick’s Purpose Foundation.
Denver Scholarship Foundation says it helps Denver Public Schools students enroll in and graduate from postsecondary institutions by providing tools, knowledge, and financial resources. The Wild Animal Sanctuary, which received $4,000, describes its work as animal sanctuary and public education on captive wildlife.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Phillip H Case as president; Robert Case as an officer; and Jeffrey Case and Phillip A Case as board members.
The Case Family Foundation is led by Phillip A. Case, President & Board Member on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Phillip A. Case
President & Board Member
On filings since 2020
2 hrs/week
$500 (2023) → $0 (2025)
Jeffrey Case
Board Member
On filings since 2020
1 hr/week
$500 (2023) → $0 (2025)
Robert Case
Officer
On filings since 2020
2 hrs/week
$500 (2023) → $0 (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $500, to Phillip H Case (President). 4 officers or directors reported compensation on that filing.
Frequently asked questions about The Case Family Foundation
How much does The Case Family Foundation give each year?
The Case Family Foundation gave $139K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $112K across 11 grants.
What is The Case Family Foundation's typical grant size?
The Case Family Foundation's median grant in 2025 was $2,515, and its average grant was $8,704, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Case Family Foundation that year got $2K on average.
Where does The Case Family Foundation give grants?
The Case Family Foundation gives mostly in California: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Colorado (7%). The most frequent recipient cities were Newport Beach, CA (4 grants) and Denver, CO (2 grants).
Does The Case Family Foundation give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on The Case Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (3 grants).
Who are The Case Family Foundation's largest grantees?
The Case Family Foundation's largest 2025 grantees include Hoag Hospital Foundation ($50,000), Chapman University ($36,524) and Boys & Girls Club of Stanton ($14,400), according to its 2025 IRS Form 990-PF. Together they received 72% of its itemized 2025 grant dollars.
How large is The Case Family Foundation?
The Case Family Foundation reported $798K in total assets on its 2025 IRS Form 990-PF. It paid out $145K in qualifying distributions that year, against a required minimum of $45K (roughly 5% of its investment assets).
What does The Case Family Foundation fund?
No mission statement for the foundation is provided. Its grants include support for a hospital foundation, a university, a youth organization, schools and educational programs, and organizations working in areas such as student mental wellness and animal sanctuary. See mission & focus areas ↑
How do I apply for a grant from The Case Family Foundation?
The foundation states that it makes contributions 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 The Case Family Foundation's EIN?
The Case Family Foundation's EIN (Employer Identification Number) is 45-4598238. IRS Form 990 filing data is available on this page for 2020–2025.
Does The 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 3, 2020)
- Added Form 990-PF for fiscal year 2021 (received by the IRS September 1, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 3, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The Case Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Case Family Foundation funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/the-case-family-foundation-morg_9edbc565eeaa49db8e988fc5c4fef5b3
BibTeX
@misc{grantable_454598238_2026,
author = {{Grantable}},
title = {{The Case Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-case-family-foundation-morg_9edbc565eeaa49db8e988fc5c4fef5b3},
note = {Accessed 2026-10-13. 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 The 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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