The Casey & Family Foundation

Private foundation · Grantmaker Boston, MA EIN: 27-6364101

The Casey & Family Foundation is a private foundation based in Boston, Massachusetts. Its 2025 filing reports grants to charitable organizations working in areas that include institutional decision-making, democracy and government accountability, emerging technology, and AI safety.

The Casey & Family Foundation at a glance

In short: The Casey & Family Foundation gave $12.9M across 14 grants in 2025 (avg $919K), mostly in Massachusetts. 86% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$12,869,000
+524.3% vs 2024
Grants made (2025)
14
-17.6% vs 2024
Average grant
$919,214
+658.1% vs 2024
Median grant
$275,000
Total assets
$27,994,443
+79.7% vs 2024
New grantees (estimate)
86% first-time grantees (12 of 14, 2025; small sample)
Primary geography
Massachusetts (62% 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 Casey & Family Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: 75 Arlington Street Suite 710, Boston, MA 02116
Phone: (617) 338-2590

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who The Casey & Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

The Boston Foundation: $8.0MThe Boston Foundation$8.0MAi Safety & Tactical Opportunities Funds via Vangaurd Charitable Endowment: $1.0MAi Safety & TacticalOpportunities Funds via…$1.0MEffective Institutions Project Inc: $1.0MEffective Institutions ProjectInc$1.0MLongview Philanthropy: $1.0MLongview Philanthropy$1.0MSentinel Bio Inc: $500KSentinel Bio Inc$500KPublic Citizen Foundation: $450KPublic Citizen Foundation$450KDemocracy Forward Foundation: $300KDemocracy Forward Foundation$300KNew Venture Fund: $250KNew Venture Fund$250KTarbell Center for Ai Journalism Inc: $163KTarbell Center for AiJournalism Inc$163KHorizon Institute for Public Service: $125KHorizon Institute for PublicService$125K

The largest 2025 recipient was The Boston Foundation ($8.0M). Together the top 10 received $12.7M.

Grant Size Distribution

92 grants across all recorded years

31<$50K26$50–100K19$100–250K4$250–500K4$500K–1M5$1–5M3$5M+

The most common grant size was under $50K: 31 grants of 92 (34%).

Geographic Focus

Where this funder awards grants

In 2025, the reported share of grant dollars by recipient state was Massachusetts (62%), District of Columbia (13%), Delaware (9%), New York (8%), and Pennsylvania (8%).

Grant Distribution by State

15states

Share of 2025 grant dollars across all 14 itemized grants.

Cities

WashingtonBostonNew YorkAmherstBemidjiCambridgeSan FranciscoJamaica PlainRestonBerkeleyBoulderClaymontIndianapolisLos AngelesMontgomeryBeavertonBloomfield HillsWatertownAlbanyBethesda

Is The Casey & Family Foundation open to new grantees?

86%

first-time grantees, 2025

In 2025, 12 of 14 grantees (86%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $968K; repeat grants $625K. How we count

Medians: $231K first-time, $625K repeat.

  • 14% of 2025 grantees were also funded in 2024. Method
  • Giving grew 382% from 2022 to 2025. Method
  • In 2025 it paid out 858% 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

$0$10M$20M$30M$40M26 grants2020 21 grants2021 22 grants2022 18 grants2023 17 grants2024 14 grants2025

From 2020 to 2025, annual grant giving ranged from $2.1M (2024) to $30.9M (2023). In 2025 it made 14 grants totaling $12.9M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
The Boston Foundation Boston, MACharitable$7,950,000
Ai Safety & Tactical Opportunities Funds via Vangaurd Charitable Endowment Malvern, PACharitable$1,000,000
Effective Institutions Project Inc Albany, NYCharitable$1,000,000
Longview Philanthropy Claymont, DECharitable$1,000,000
Sentinel Bio Inc Washington, DCCharitable$500,000
Public Citizen Foundation Washington, DCCharitable$450,000
Democracy Forward Foundation Washington, DCCharitable$300,000
New Venture Fund Washington, DCCharitable$250,000
Tarbell Center for Ai Journalism Inc Claymont, DECharitable$162,500
Horizon Institute for Public Service Washington, DCCharitable$125,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$27,994,443$36,291,801$13,203,866$12,869,00014$12,961,024$10,987,665$1,510,677
2024$15,578,584$5,136,345$2,157,283$2,061,34717$2,097,392$5,077,092$740,949
2023$12,614,608$970,523$31,013,609$30,858,94918$30,907,840$865,392$1,847,276
2022$37,704,103$1,157,545$2,949,494$2,667,45822$2,730,759$1,019,130$2,251,946
2021$39,490,682$3,320,151$2,838,468$2,616,00021$2,715,573$3,207,522$2,542,272
2020$38,990,106$1,554,942$3,131,969$2,918,00026—$1,452,648$2,158,729

Under IRS private-foundation payout rules, The Casey & Family Foundation reported a distributable amount of $1.5M 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 formal mission statement is provided in the available information. The foundation’s grants include support for organizations with varied missions. Effective Institutions Project says it seeks to incubate strategies to improve institutional decision-making around the world. Democracy Forward Foundation describes its work as protecting democratic rights and institutions through legal and administrative processes, including preserving the rule of law and holding government accountable. Horizon Institute for Public Service says it helps people learn about and gain experience in U.S. government work in emerging technologies, and assists the government in finding emerging-technology expertise.

Grantmaking

In 2025, the foundation reported 14 grants totaling $12,869,000. Grants ranged from $6,500 to $7,950,000, with a median of $275,000. The largest listed grant was $7,950,000 to The Boston Foundation. Other large grants included $1,000,000 each to AI Safety & Tactical Opportunities Funds via Vanguard Charitable Endowment, Effective Institutions Project, and Longview Philanthropy.

Other 2025 recipients included Sentinel Bio ($500,000), Public Citizen Foundation ($450,000), Democracy Forward Foundation ($300,000), New Venture Fund ($250,000), Tarbell Center for AI Journalism ($162,500), and Horizon Institute for Public Service ($125,000). New Venture Fund describes itself as a public charity providing fiscal sponsorship and operational and administrative support to projects working across a range of issues.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists David C Marble and Jennifer Hartman as trustees.

The Casey & Family Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • David C. Marble

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jennifer Hartman

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Curtis W. Marble (2020–2022) — Trustee
  • Former: Edward S. Heald (2020–2022) — Trustee

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.

Frequently asked questions about The Casey & Family Foundation

How much does The Casey & Family Foundation give each year?

The Casey & Family Foundation gave $12.9M across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.1M across 17 grants.

What is The Casey & Family Foundation's typical grant size?

The Casey & Family Foundation's median grant in 2025 was $275,000, and its average grant was $919,214, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Casey & Family Foundation that year got $968K on average.

Where does The Casey & Family Foundation give grants?

The Casey & Family Foundation gives mostly in Massachusetts: 62% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (13%) and Delaware (9%). The most frequent recipient cities were Washington, DC (5 grants) and Claymont, DE (2 grants).

Does The Casey & Family Foundation give general operating support?

Not in 2025: none of the 14 grants with a stated purpose on The Casey & Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (14 grants).

Who are The Casey & Family Foundation's largest grantees?

The Casey & Family Foundation's largest 2025 grantees include The Boston Foundation ($7,950,000), Ai Safety & Tactical Opportunities Funds via Vangaurd Charitable Endowment ($1,000,000) and Effective Institutions Project Inc ($1,000,000), according to its 2025 IRS Form 990-PF. Together they received 77% of its itemized 2025 grant dollars.

How large is The Casey & Family Foundation?

The Casey & Family Foundation reported $28.0M in total assets on its 2025 IRS Form 990-PF. It paid out $13.0M in qualifying distributions that year, against a required minimum of $1.5M (roughly 5% of its investment assets).

What does The Casey & Family Foundation fund?

No formal mission statement is provided in the available information. The foundation’s grants include support for organizations with varied missions. Effective Institutions Project says it seeks to incubate strategies to improve institutional decision-making around the world. See mission & focus areas ↑

How do I apply for a grant from The Casey & Family Foundation?

The foundation 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 Casey & Family Foundation's EIN?

The Casey & Family Foundation's EIN (Employer Identification Number) is 27-6364101. IRS Form 990 filing data is available on this page for 2020–2025.

Does The Casey & 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

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). The Casey & Family Foundation funder profile. GrantGraph. Retrieved October 25, 2026, from https://grantable.co/funders/the-casey-and-family-foundation-morg_ac99ae3314d6464583e6b325df38b27c

BibTeX
@misc{grantable_276364101_2026,
  author       = {{Grantable}},
  title        = {{The Casey \& Family Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/the-casey-and-family-foundation-morg_ac99ae3314d6464583e6b325df38b27c},
  note         = {Accessed 2026-10-25. 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 Casey & 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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