//
Also known as: C/O THE PHILANTHROPIC INITIATIVE
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Casey & Family Foundation is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 2010. The principal officer is Phil Anthropic Intiative. It holds total assets of $15.6M. Annual income is reported at $16.9M. Total assets have grown from $144K in 2011 to $12.6M in 2023. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Funding is distributed across 4 states, including Massachusetts, New York, District of Columbia. According to available records, Casey & Family Foundation has made 22 grants totaling $2.7M, with a median grant of $50K. Individual grants have ranged from $12K to $1M, with an average award of $121K. The foundation has supported 22 unique organizations. The foundation primarily supports organizations in Massachusetts, District of Columbia, Indiana, which account for 55% of all grants. Grantmaking reaches organizations across 9 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$65K
Average Grant
$112K
Largest Grant
$800K
Based on 26 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Casey & Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 22 grants. Its grantmaking reaches organizations primarily in MA, DC, IN.
Casey & Family Foundation has distributed a total of $2.7M across 22 grants. The median grant size is $50K, with an average of $121K. Individual grants have ranged from $12K to $1M.
Casey & Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Casey & Family Foundation is headquartered in BOSTON, MA. While based in MA, the foundation distributes grants to organizations across 9 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Edward S Heald | TRUSTEE | $0 | $0 | N/A |
| David C Marble | TRUSTEE | $0 | $0 | N/A |
| Jennifer Hartman | TRUSTEE | $0 | $0 | N/A |
| Curtis W Marble | TRUSTEE | $0 | $0 | N/A |
Total Giving
$31M
Total Assets
$12.6M
Fair Market Value
$15.3M
Net Worth
$12.6M
Grants Paid
$30.9M
Contributions
N/A
Net Investment Income
$865K
Distribution Amount
$1.8M
Total: $10.9M
Total Grants
22
Total Giving
$2.7M
Average Grant
$121K
Median Grant
$50K
Unique Recipients
22
Most Common Grant
$50K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Mit Cancer Research FundCHARITABLE | Cambridge, MA | $1M | 2022 |
| Us Charitable Gift TrustCHARITABLE | Indianapolis, IN | $300K | 2022 |
| Cambridge In AmericaCHARITABLE | New York, NY | $150K | 2022 |
| Tides Center ProjectCHARITABLE | Los Angeles, CA | $145K | 2022 |
| Hopewell FundCHARITABLE | Washington, DC | $140K | 2022 |
| SilverliningCHARITABLE | Washington, DC | $100K | 2022 |
| Global Greengrants FundCHARITABLE | Boulder, CO | $100K | 2022 |
| Center For Effective AltruismCHARITABLE | San Francisco, CA | $80K | 2022 |
| Proteus FundCHARITABLE | Amherst, MA | $75K | 2022 |
| Grassroots InternationalCHARITABLE | Jamaica Plain, MA | $70K | 2022 |
| New Venture FundCHARITABLE | Washington, DC | $50K | 2022 |
| Conservation Law FoundationCHARITABLE | Boston, MA | $50K | 2022 |
| The Brigid AllianceCHARITABLE | New York, NY | $50K | 2022 |
| IfwhenhowCHARITABLE | Oakland, CA | $50K | 2022 |
| Trustees Of Tufts CollegeCHARITABLE | Boston, MA | $50K | 2022 |
| Abortion Care NetworkCHARITABLE | Washington, DC | $50K | 2022 |
| Innocence ProjectCHARITABLE | New York, NY | $45K | 2022 |
| Equal Justice InitiativeCHARITABLE | Montgomery, AL | $45K | 2022 |
| Groundswell InternationalCHARITABLE | Washington, DC | $40K | 2022 |
| Indigenous Environmental NetworkCHARITABLE | Bemidji, MN | $40K | 2022 |
| Health Care Without HarmCHARITABLE | Reston, VA | $25K | 2022 |
| Network Of Engaged International Donors Giving Circle Via GrapevineorgCHARITABLE | Boston, MA | $12K | 2022 |