The Casey & Family Foundation

BOSTON, MA EIN: 27-6364101

The Casey & Family Foundation is a private family foundation established in 2010 and based in Boston, Massachusetts. Designated as a 501(c)(3) organization, the foundation operates as a private independent foundation focused on philanthropic grantmaking to preselected charitable organizations.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$15.6M

+23.5% YoY

Annual Giving

$2.1M

-93.3% YoY

Grant Count

17

-5.6% YoY

Avg Grant Size

$121K

-92.9% YoY

Under IRS private-foundation payout rules, The Casey & Family Foundation reported a distributable amount of $741K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation has not provided a formal mission statement. Based on recent grant activity, the foundation supports:

  • Civic Engagement and Democracy
  • Social Justice
  • Education
  • Philanthropy and Voluntarism
  • Human Services
  • Environmental Initiatives

Grantmaking

The foundation exclusively makes contributions to preselected charitable organizations identified by its trustees. The foundation does not accept unsolicited applications or funding requests. All grants are awarded at the discretion of the trustees, and no public application process exists.

Grant Range

**

How to Apply

**

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Geographic Focus

Where this funder awards grants

The foundation operates primarily in:

  • Massachusetts
  • District of Columbia
  • New York

Grant Distribution by State

14states
+6 more states

Cities

AmherstBeavertonBemidjiBerkeleyBethesdaBloomfield HillsBostonBoulderBrooklynCambridgeClaymontDurhamIndianapolisJamaica PlainLos AngelesMinneapolisMontgomeryNew YorkOaklandPittsboro

Financial History

Multi-year comparison from IRS filings

As of December 2024:

  • Total Assets: $15,578,584
  • Total Revenues: $5,136,345
  • Total Expenses: $2,157,283
  • Total Liabilities: $0

Revenue Breakdown (2024):

  • Investment income and dividends: $328,790
  • Net gain from sale of non-inventory assets: $4,807,553

As of December 2023:

  • Total Assets: $12.6 million
  • Total Revenues: $971,000
  • Total Expenses: $31 million
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$9M$17M$26M$34M20202021202220232024
Metric202420232022
Total Assets$15,578,584$12,614,608$37,704,103
Revenue$5,136,345$970,523$1,157,545
Expenses$2,157,283$31,013,609$2,949,494
Qualifying Distributions$2,097,392$30,907,840$2,730,759
Net Investment Income$5,077,092$865,392$1,019,130
Distributable Amount$740,949$1,847,276$2,251,946

Giving Over Time

Total grant dollars and number of grants per year

$0$8M$15M$23M$31M26 grants202021 grants202122 grants202218 grants202317 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

LONGVIEW PHILANTHROPY$1.0MNEW VENTURE FUND$220KTIDES CENTER PROJECT$110KGLOBAL GREENGRANTS FUND$100KHEAD COUNT INC$100KFOCUS FOR DEMOCRACY FUND$75KSOUTHERN VISION ALLIANCE$75KGRASSROOTS INTERNATIONAL$70KACCELERATE CHANGE MEDIA$50KCONSERVATION LAW FOUNDAT…$50K

Grant Size Distribution

104 grants across all recorded years

35<$50K37$50–100K22$100–250K2$250–500K4$500K–1M2$1–5M2$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Longview Philanthropy ($1,000,000), New Venture Fund ($220,000), Tides Center Project ($110,000).

RecipientPurposeAmount
ACCELERATE CHANGE MEDIA BOSTON, MACHARITABLE$50,000
CONSERVATION LAW FOUNDATION BOSTON, MACHARITABLE$50,000
FOCUS FOR DEMOCRACY FUND WASHINGTON, DCCHARITABLE$75,000
GLOBAL GREENGRANTS FUND BOULDER, COCHARITABLE$100,000
GRAPEVINE GIVING FOUNDATION NEW YORK, NYCHARITABLE$1,347
GRASSROOTS INTERNATIONAL JAMAICA PLAIN, MACHARITABLE$70,000
GROUNDSWELL INTERNATIONAL WASHINGTON, DCCHARITABLE$30,000
HEAD COUNT INC NEW YORK, NYCHARITABLE$100,000
HEALTH CARE WITHOUT HARM RESTON, VACHARITABLE$20,000
INDIGENOUS ENVIRONMENTAL NETWORK BEMIDJI, MNCHARITABLE$40,000

Leadership & Key People

Leadership team and compensation from IRS filings

Trustees:

  • Curtis W Marble
  • Edward S Heald
  • David C Marble

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DAVID C MARBLETRUSTEE1
JENNIFER HARTMANTRUSTEE1

Contact Information

Primary Address: 75 Arlington Street, Suite 710 Boston, MA 02116-3986

Alternative Address: 84 Littleton County Road Harvard, MA

Phone: 617-338-2590

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does The Casey & Family Foundation fund?

The foundation has not provided a formal mission statement. Based on recent grant activity, the foundation supports: • Civic Engagement and Democracy • Social Justice • Education • Philanthropy and Voluntarism • Human Services • Environmental Initiatives

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

**Grant Activity:** • Annual giving: $2.1 million (2024) • Total grants distributed: $2,061,347 (2024) • Number of grants awarded: 26 grants (2024) • Historical total: Over $18 million in grants awarded since 2016 across 149 grants **Grant Range:** • Historical range: $1,347 to $14,776,995 • Median grant: $50,000 **Application Process:** The foundation exclusively makes contributions to preselected charitable organizations identified by its trustees. The foundation does not accept unsolicited a…

Where does The Casey & Family Foundation make grants?

The foundation operates primarily in: • Massachusetts • District of Columbia • New York

What size grants does The Casey & Family Foundation award?

In 2024, The Casey & Family Foundation awarded 17 grants totaling $2.1M — an average of about $121K per grant, based on its IRS Form 990 filings.

How much is The Casey & Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Casey & Family Foundation reported a distributable amount of $741K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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