1. Directory
  2. California
  3. San Francisco
  4. Dan and Stacey Case Family Foundation
EIN 91-2148156

Dan and Stacey Case Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
San Francisco
State
California
Year formed
2002
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Dan and Stacey Case Family Foundation is a private foundation that made 38 grants last year. Grantees include JPM Donor Advised Fund. Trustees are Stacey Case, Karen Morgan, John D Case. The foundation is located in San Francisco, CA.
Total revenues
$407,349
2023
Total expenses
$428,870
2023
Total assets
$13,461,389
2023
Num. employees
0
2023

Grants made by Dan and Stacey Case Family Foundation

GranteeGrant descriptionAmount
The Helix SchoolTo Further Organization's Charitable Purposes$20,100
Center for Reproductive Rights (CRR)To Further Organization's Charitable Purposes$20,000
Epiphany CenterTo Further Organization's Charitable Purposes$10,000
...and 18 more grants made totalling $129,950

Personnel at Dan and Stacey Case Family Foundation

NameTitleCompensation
Stacey CasePresident$0

Financials for Dan and Stacey Case Family Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$315,206
Net rental income$0
Net gain from sale of non-inventory assets$92,143
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$407,349

Form 990s for Dan and Stacey Case Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-03-13990PFView PDF
2022-122023-08-21990PFView PDF
2021-122022-10-16990PFView PDF
2020-122021-07-06990PFView PDF
2019-122020-12-11990PFView PDF
...and 8 more Form 990s
Data update history
May 21, 2024
Updated personnel
Identified 1 new personnel
September 30, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 6, 2023
Posted financials
Added Form 990PF for fiscal year 2021
April 9, 2022
Posted financials
Added Form 990PF for fiscal year 2020
August 20, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
200 Walnut St
San Francisco, CA 94118
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Francisco County, CA
Phone
(415) 441-8255
IRS details
EIN
91-2148156
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2002
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
Free account sign-up

Want updates when Dan and Stacey Case Family Foundation has new information, or want to find more organizations like Dan and Stacey Case Family Foundation?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2024 Nonprofit Metrics LLC
Terms of Service and Privacy Policy