CASEY & FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: CASEY & FAMILY FOUNDATION (EIN 27-6364101)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-05-06
IRS object ID: 202511269349101821
Schema version: 2024v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-06T15:10:45-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	042689883	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WOLF & COMPANY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	255 STATE STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	276364101	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CASEY & FAMILY FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O THE PHILANTHROPIC INITIATIVE	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	CASE	BusinessNameControlTxt
Phone	6173382590	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	75 ARLINGTON STREET SUITE 710	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02116	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID MARBLE	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6173382590	PhoneNum
Signature	2025-05-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LISA A EXTANCE CPA	PreparerPersonNm
PTIN	P01278902	PTIN
Phone	6174399700	PhoneNum
Preparation	2025-05-07	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$15,165,189	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$78,348	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$78,348	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$250,442	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$250,442	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$4,807,553	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$16,538,285	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,807,553	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$2	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$2	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$5,136,345	TotalRevAndExpnssAmt
Total Net Invst Incm	$5,136,345	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$9,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$9,500	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$68,675	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$51,307	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$17,368	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$7,626	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$7,626	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$10,135	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$320	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$9,177	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$95,936	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$59,253	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$36,045	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,061,347	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,061,347	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,157,283	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$59,253	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,097,392	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,979,062	ExcessRevenueOverExpensesAmt
Net Investment Income	$5,077,092	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$676,129	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,089,664	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,089,664	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$10,900,553	CorporateStockBOYAmt
Corporate Stock EOY	$6,810,113	CorporateStockEOYAmt
Corporate Stock EOYFMV	$6,520,113	CorporateStockEOYFMVAmt
Other Investments BOY	$1,037,926	OtherInvestmentsBOYAmt
Other Investments EOY	$4,678,807	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$4,555,412	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$12,614,608	TotalAssetsBOYAmt
Total Assets EOY	$15,578,584	TotalAssetsEOYAmt
Total Assets EOYFMV	$15,165,189	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$12,614,608	RetainedEarningBOYAmt
Retained Earning EOY	$15,578,584	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$12,614,608	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$15,578,584	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$12,614,608	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$15,578,584	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$12,614,608	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,979,062	ExcessRevenueOverExpensesAmt
Other Increases	$2,883	OtherIncreasesAmt
Subtotal	$15,596,553	SubtotalAmt
Other Decreases	$17,969	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$15,578,584	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RBC #6599	P	$263,224	$236,495	$26,729	$26,729
RBC #6599	P	$12,718,087	$8,493,212	$4,224,875	$4,224,875
RBC #6607	P	$90,542	$77,468	$13,074	$13,074
RBC #6607	P	$3,285,785	$2,923,557	$362,228	$362,228
CAPITAL GAINS DIVIDENDS	P	$180,647		$180,647	$180,647

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,807,553	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$70,572	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$70,572	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$70,572	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$16,500	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$16,500	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$54,072	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	THE PHILANTHROPIC INITIATIVE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6173382590	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	75 ARLINGTON STREET SUITE 710	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02116	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID C MARBLE
PO BOX 448	LEXINGTON	MA	02420	TRUSTEE	1.00	$0	$0	$0
JENNIFER HARTMAN
PO BOX 448	LEXINGTON	MA	02420	TRUSTEE	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RBC CAPITAL MARKETS LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1510	AddressLine1Txt
City	MINNEAPOLIS	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55440	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT ADVISOR	ServiceTypeTxt
Compensation	$51,307	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$14,884,348	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,593,241	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$16,477,589	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$16,477,589	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$247,164	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$16,230,425	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$811,521	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$811,521	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$70,572	TaxBasedOnInvestmentIncomeAmt
Total Tax	$70,572	TotalTaxAmt
Distributable Before Adj	$740,949	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$740,949	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$740,949	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,097,392	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$2,097,392	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$740,949	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$391,459	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$850,793	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$173,301	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$478,813	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$29,060,564	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$30,954,930	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,097,392	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$740,949	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,356,443	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$32,311,373	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$391,459	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$31,919,914	ExcessDistriCyovToNextYrAmt
Excess From Year4	$850,793	ExcessFromYear4Amt
Excess From Year3	$173,301	ExcessFromYear3Amt
Excess From Year2	$478,813	ExcessFromYear2Amt
Excess From Year1	$29,060,564	ExcessFromYear1Amt
Excess From Current Year	$1,356,443	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ACCELERATE CHANGE MEDIA
68 HARRISON AVE STE 605	BOSTON	MA	02111	NOT RELATED	501(C)(3)	CHARITABLE	$50,000
CONSERVATION LAW FOUNDATION
62 SUMMER STREET	BOSTON	MA	02110	NOT RELATED	501(C)(3)	CHARITABLE	$50,000
FOCUS FOR DEMOCRACY FUND
1200 G STREET NW STE 800	WASHINGTON	DC	20005	NOT RELATED	501(C)(3)	CHARITABLE	$75,000
GLOBAL GREENGRANTS FUND
1601 29TH ST STE 1292	BOULDER	CO	80301	NOT RELATED	501(C)(3)	CHARITABLE	$100,000
GRAPEVINE GIVING FOUNDATION
64 BLEECKER STREET 264	NEW YORK	NY	100120000	NOT RELATED	501(C)(3)	CHARITABLE	$1,347
GRASSROOTS INTERNATIONAL
179 BOYLSTON STREET 4TH FLOOR	JAMAICA PLAIN	MA	02130	NOT RELATED	501(C)(3)	CHARITABLE	$70,000
GROUNDSWELL INTERNATIONAL
1875 CONECTICUT AVE NW 10TH FLOOR	WASHINGTON	DC	20009	NOT RELATED	501(C)(3)	CHARITABLE	$30,000
HEAD COUNT INC
104 W 29TH ST 11TH FLOOR	NEW YORK	NY	100015310	NOT RELATED	501(C)(3)	CHARITABLE	$100,000
HEALTH CARE WITHOUT HARM
12355 SUNRISE VALLEY DR SUITE 680	RESTON	VA	20191	NOT RELATED	501(C)(3)	CHARITABLE	$20,000
INDIGENOUS ENVIRONMENTAL NETWORK
PO BOX 485	BEMIDJI	MN	56619	NOT RELATED	501(C)(3)	CHARITABLE	$40,000
LONGVIEW PHILANTHROPY
2093 PHILADELPHIA PIKE 7230	CLAYMONT	DE	19703	NOT RELATED	501(C)(3)	CHARITABLE	$1,000,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300A	WASHINGTON	DC	20036	NOT RELATED	501(C)(3)	CHARITABLE	$220,000
PROTEUS FUND
15 RESEARCH DRIVE SUITE B	AMHERST	MA	01002	NOT RELATED	501(C)(3)	CHARITABLE	$40,000
SILVERLINING
500 NORTH CAPITOL STREET NW SUITE	WASHINGTON	DC	20001	NOT RELATED	501(C)(3)	CHARITABLE	$50,000	210
SOUTHERN VISION ALLIANCE
PO BOX 51698	DURHAM	NC	27717	NOT RELATED	501(C)(3)	CHARITABLE	$75,000
TIDES CENTER PROJECT
PO BOX 889385	LOS ANGELES	CA	90088	NOT RELATED	501(C)(3)	CHARITABLE	$110,000
TRUSTEES OF TUFTS COLLEGE
136 HARRISON AVE	BOSTON	MA	02111	NOT RELATED	501(C)(3)	CHARITABLE	$30,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,061,347	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$78,348	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$250,442	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$2	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$4,807,553	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$5,136,345	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$5,136,345	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	WOLF & COMPANY, PC	CategoryTxt
Amt	$9,500	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$9,500	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EQUITIES & ETFS	StockNm
EOY Book Value	$6,810,113	EOYBookValueAmt
EOYFMV	$6,520,113	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
PRI ANFIRO INC.	AT COST	$100,000	$100,000
FIXED INCOME SECURITIES	AT COST	$4,378,807	$4,255,412
PRI REBOUND TECHNOLOGIES INC,	AT COST	$200,000	$200,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	ACCOUNTING ADJUSTMENT	Desc
Amt	$17,969	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MA FORM PC	$256	$0	$256
DOCUMENT SHARING PROGRAM- BOX INC.	$638	$0	$0
WIRE TRANSFER	$320	$320	$0
SAFSF MEMBERSHIP FEE	$6,171	$0	$6,171
NEID GLOBAL MEMBERSHIP FEE	$2,500	$0	$2,500
TECH SOUP DONATION	$250	$0	$250

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$2	RevenueAndExpensesPerBooksAmt
Net Investment Income	$2	NetInvestmentIncomeAmt
Adjusted Net Income	$2	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	NONDIVIDEND DISTRIBUTIONS	Desc
Amt	$2,883	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
THE PHILANTHROPIC INITIATIVE	$17,368	$0	$17,368
ADVISORY FEES	$51,307	$51,307	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX PAID	CategoryTxt
Amt	$7,626	Amt
Net Investment Income	$7,626	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

CASEY & FAMILY FOUNDATION: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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