The Casey & Family Foundation
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 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
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
Share of 2025 grant dollars across all 14 itemized grants.
States
Cities
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
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
| Recipient | Purpose | Amount |
|---|---|---|
| The Boston Foundation Boston, MA | Charitable | $7,950,000 |
| Ai Safety & Tactical Opportunities Funds via Vangaurd Charitable Endowment Malvern, PA | Charitable | $1,000,000 |
| Effective Institutions Project Inc Albany, NY | Charitable | $1,000,000 |
| Longview Philanthropy Claymont, DE | Charitable | $1,000,000 |
| Sentinel Bio Inc Washington, DC | Charitable | $500,000 |
| Public Citizen Foundation Washington, DC | Charitable | $450,000 |
| Democracy Forward Foundation Washington, DC | Charitable | $300,000 |
| New Venture Fund Washington, DC | Charitable | $250,000 |
| Tarbell Center for Ai Journalism Inc Claymont, DE | Charitable | $162,500 |
| Horizon Institute for Public Service Washington, DC | Charitable | $125,000 |
Ready to take the next step with The Casey & 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 | $27,994,443 | $36,291,801 | $13,203,866 | $12,869,000 | 14 | $12,961,024 | $10,987,665 | $1,510,677 |
| 2024 | $15,578,584 | $5,136,345 | $2,157,283 | $2,061,347 | 17 | $2,097,392 | $5,077,092 | $740,949 |
| 2023 | $12,614,608 | $970,523 | $31,013,609 | $30,858,949 | 18 | $30,907,840 | $865,392 | $1,847,276 |
| 2022 | $37,704,103 | $1,157,545 | $2,949,494 | $2,667,458 | 22 | $2,730,759 | $1,019,130 | $2,251,946 |
| 2021 | $39,490,682 | $3,320,151 | $2,838,468 | $2,616,000 | 21 | $2,715,573 | $3,207,522 | $2,542,272 |
| 2020 | $38,990,106 | $1,554,942 | $3,131,969 | $2,918,000 | 26 | — | $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
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The Casey & Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Casey & Family Foundation funder profile. GrantGraph. Retrieved October 4, 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 2026-10-04. 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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