The Casey Family Foundation
The Casey Family Foundation is a private foundation, based in Chapel Hill, NC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $679K in total assets. Net investment income was $98K.
The Casey Family Foundation at a glance
- Total assets
- $678,714
- +16.8% vs 2023
- Revenue (2024)
- $108,614
- -2784.5% vs 2023
- Net investment income (2024)
- $97,807
- +1295.2% vs 2023
- Expenses (2024)
- $10,908
- -84.9% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Casey Family Foundation funds
How this funder distributes its grants
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How The Casey Family Foundation gives
- In 2023 it paid out 191% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2023, annual grant giving ranged from $45K (2022) to $65K (2023). In 2023 it made 6 grants totaling $65K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Beautiful Together Animal Sanctuary Chapel Hill, NC | General Contribution | $20,000 |
| Chapel Hill-Carrboro YMCA Chapel Hill, NC | General Contribution | $10,000 |
| Habitat for Humanity Orange County Chapel Hill, NC | General Contribution | $10,000 |
| Visitor Experience Fund at Morehead Chapel Hill, NC | General Contribution | $10,000 |
| The Public Health Foundation Chapel Hill, NC | General Contribution | $7,500 |
| UNC Gillings School of Public Health Chapel Hill, NC | General Contribution | $7,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $678,714 | $108,614 | $10,908 | — | — | — | $97,807 | $36,136 |
| 2023 | $581,008 | $-4,046 | $72,117 | $65,000 | 6 | $65,000 | $7,010 | $33,981 |
| 2022 | $657,171 | $22,666 | $52,928 | $45,000 | 4 | $45,000 | $15,186 | $36,388 |
| 2021 | $687,433 | $40,739 | $64,209 | $52,500 | 5 | $52,500 | $32,210 | $41,197 |
Under IRS private-foundation payout rules, The Casey Family Foundation reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Casey Family Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Paul F. Casey
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Sarah B. Casey
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2024. "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 large is The Casey Family Foundation?
The Casey Family Foundation reported $679K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $109K.
Where does The Casey Family Foundation operate?
The Casey Family Foundation has awarded grants in North Carolina.
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 $36K 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 81-4080931. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
Explore Open Grants
Browse active grant opportunities in The Casey Family Foundation's focus areas in our free grants database
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