Casey and Charley's Foundation

EIN 475191050

Lake Success, NY 11042 |(800) 839-1754

Total Given 2017–2024
$93K
35 grants · $12K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$2K
typical micro grants · $1K–$3K
grant size
27%
balanced · 6/22 multi-year
repeat
$476K
Assets (2024)
22
Distinct Recipients

About

We respectfully request that Casey and Charley's Foundation for Dogs and Kids' quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $20 penalty indicated on Form 2220 be abated because the underpayment in Q3 and Q4 was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm's software correctly determined that the foundation could pay its Q3 and Q4 estimate based on prior year tax liability. However, since that liability was under $500, the software incorrectly indicated that no quarterly payment was due. As soon as the error was discovered, the foundation paid the required tax. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules and respectfully request that no 2220 penalty be assessed.

Focus Areas

Education

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone (800) 839-1754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 N/A $389K $116K N/A
2017 $1K $421K $6K 1
2018 $15K $357K $10K 2
2020 $15K $468K $11K 4
2021 $14K $651K $48K 9
2022 $22K $463K $14K 9
2023 $12K $522K $32K 6
2024 $14K $476K $133K 4

Grant Size Distribution

Based on 35 grants on record

Minimum
$250
25th Pctl
$1K
Median
$2K
Average
$3K
75th Pctl
$3K
Maximum
$14K

Geographic Distribution

US Grant Distribution Map

Officers & Directors

RR
Raymond J Refuerzo 8+ yrs
President, Dir, Treasurer Leadership
MR
Maritza Refuerzo 8+ yrs
Dir, Sec, Vice President Leadership

Grants Awarded (35 total)

Purpose
Precita Eyes Muralists San Francisco, CA $14,000 Dolores Huerta Elementary School Mural Project 2018
Lori Ann Foundation Peoria, AZ $7,500 General & Unrestricted 2023
M Hook Park City, UT $6,500 Hardship Assistance Grant 2024
Nuzzles & Co Park City, UT $5,650 2 large dog training kennels, 5 logo memory bricks and 1 memory brick 2020
Park City Education Foundation Park City, UT $5,000 McPolin Elementary School Fund and Ecker Hill Middle School Fund 2020
Park City Education Foundation Park City, UT $5,000 Build the Foundation Competition 2024
Kimball Art Center Park City, UT $5,000 General & Unrestricted 2022
Park City Education Foundation Park City, UT $5,000 General & Unrestricted 2022
Kimball Art Center Park City, UT $3,000 General & Unrestricted 2020
Ag Cares Foundation Ogden, UT $3,000 General & Unrestricted 2022
Mcpolin School Park City, UT $2,500 General & Unrestricted 2021
Park City Education Foundation Park City, UT $2,500 General & Unrestricted 2021
Likha-Pilipino Folk Ensemble San Francisco, CA $2,500 General & Unrestricted 2022
Ag Cares Foundation Ogden, UT $2,000 General & Unrestricted 2021
University of California Berkeley Foundation Berkeley, CA $2,000 ASUC Group: Pilipino American Alliance, Grace Rualo Asuncion Scholarship Fund 2021
Park City Soccer Club Inc Park City, UT $2,000 General & Unrestricted 2024
Kimball Art Center Park City, UT $1,500 General & Unrestricted 2021
Mona Foundation Bellevue, WA $1,500 General & Unrestricted 2021
Kimball Art Center Park City, UT $1,500 Charitable Event 2023
Fetch Cares Kamas, UT $1,500 General & Unrestricted 2022
Strides for Life Colon Cancer Foundation Burlingame, CA $1,500 General & Unrestricted 2022
Pta California Congress of Parents Teachers & Stud San Francisco, CA $1,000 Be A Hero Campaign 2018
Park City Soccer Club Inc Park City, UT $1,000 General & Unrestricted 2020
Filipino Americans in Steam Union City, CA $1,000 General & Unrestricted 2021
Tagalog Kids Inc S Pasadena, CA $1,000 General & Unrestricted 2021