Casey Family Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Casey Family Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 34-2059360

Foundation Overview

Based in San Clemente, CA, Casey Family Foundation has awarded 28 grants totaling $196,399 to organizations in California. Individual grants range from $25 to $30,000, with a median award of $2,750.

Latest Tax Year
2023
Total Giving (all years)
$196,399
Total Assets
$620,427
Median Grant (all grants)
$2,750

Latest Form 990-PF Snapshot

Total Grants
8
Median Grant
$2,750
% Median Grant Decline
-83% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Highly Accessible: 75%

6 of 8 recipients (75%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.

Geographic Focus
California

100% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in San Clemente (46%), Irvine (14%), Dana Point (11%).

Funding Trajectory
+50%

Moderate 50% growth trend over 7 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.

Program Areas
Community Projects + 2 others

Diversified giving across multiple program areas with primary emphasis on community projects (62%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Casey Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
San Clemente Rotary Foundation $2,500 San Clemente, CA, US Community Service 2023
Mission San Juan Capistrano $8,250 San Jan Capistrano, CA, US Community Service 2023
Uplift Youth Foundation $3,000 Huntngton Beach, CA, US Well Being Of Children 2023
Sandy Feet Initiative $1,400 San Clemente, CA, US Well Being And Growth For Children 2023
San Clemente Rotary Foundation $2,500 San Clemente, CA, US Community Service 2023
Mission San Juan Capistrano $8,250 San Jan Capistrano, CA, US Community Service 2023
Uplift Youth Foundation $3,000 Huntngton Beach, CA, US Well Being Of Children 2023
Sandy Feet Initiative $1,400 San Clemente, CA, US Well Being And Growth For Children 2023
San Clemente Rotary Foundation $2,500 San Clemente, CA, US Community Service 2022
Girl Scouts Of Orange County $30,000 Irvine, CA, US Well Being And Growth For Young Girls 2022
San Clemente Rotary Foundation $2,500 San Clemente, CA, US Community Service 2022
Girl Scouts Of Orange County $30,000 Irvine, CA, US Well Being And Growth For Young Girls 2022
San Clemente Rotary Foundation $2,500 San Clemente, CA, US Community Service 2022
Girl Scouts Of Orange County $30,000 Irvine, CA, US Well Being And Growth For Young Girls 2022
San Clemente Rotary Foundation $7,500 San Clemente, CA, US Community Service 2021
South Coast Sailing Team $2,000 Dana Point, CA, US Education To Youth 2021
San Clemente Urban Farms $7,750 San Clemente, CA, US Support Service Of Food Production For The Community 2021
Eths Band Boosters $15,000 Lake Forest, CA, US Education Support Of Band Boosters 2021
Pretend City Children's Museum $1,500 Irvine, CA, US Youth Activities 2020
Friends Of The Santa Ana Zoo $5,000 Santa Ana, CA, US Community Service 2020
Family Assistance Ministries $10,000 San Clemente, CA, US Promote Child Welfare 2020
South Coast Sailing Team $7,000 Dana Point, CA, US Education To Youth 2020
San Clemente Rotary Foundation $300 San Clemente, CA, US Community Service 2018
San Clemente Rotary Foundation $300 San Clemente, CA, US Community Service 2017
San Clemente Military Family Outrea $25 San Clemente, CA, US Welfare Of The Community 2017
South Coast Sailing Team $2,124 Dana Point, CA, US Education To Youth 2017
Orange Coast College Foundation $10,000 Costa Mesa, CA, US Supplement Construction Technology Scholarships 2016
The Als Assn Oc Inc $100 Tustin, CA, US Support Research 2016

Foundations Similar to Casey Family Foundation

Discover 5 foundations with comparable assets ($618,745-$622,431), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 46-3072560 | 1 grants awarded
$619,555
(≈ Similar)
$5,000
median grant
Huntington Beach, CA
Same state
100%
Excellent match

EIN: 85-4218475 | 7 grants awarded
$621,810
(≈ Similar)
$4,500
median grant
Diamond Bar, CA
Same state
100%
Excellent match

EIN: 20-3095933 | 67 grants awarded
$622,000
(≈ Similar)
$2,500
median grant
Dana Point, CA
Same state
100%
Excellent match

EIN: 47-5629663 | 36 grants awarded
$618,745
(≈ Similar)
$5,000
median grant
Laguna Beach, CA
Same state
100%
Excellent match

EIN: 26-1476244 | 233 grants awarded
$622,431
(≈ Similar)
$2,500
median grant
San Diego, CA
Same state
100%
Excellent match

Contact Information

Official contact details for Casey Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 34-2059360
Website N/A
Address 1060 CALLE NEGOCIO STE A San Clemente, CA 92673-6294

Key People (2)

Board members, trustees, and key staff who oversee Casey Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Karen Miller
Vice President Douglas Casey

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Casey Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.