Sophia and William Casey Foundation
EIN 510153218Total Given 2016–2024
$4.0M
131 grants · $441K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $2K–$14K
grant size
44%
supporter · 32/72 multi-year
repeat
$14.9M
Assets (2024)
72
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
BERNADETTE CASEY-SMITH
Phone
(631) 249-6001
Deadlines
NONE
How to Apply
ALL APPLICATIONS FOR FUNDING MUST BE SUBMITTED IN LETTER FORM AND PROVIDE AN EXTENSIVE DESCRIPTION OF THE INTENDED USE OF THE GRANTED FORMS.
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $475K | $8.0M | $277K | 26 |
| 2017 | $580K | $8.9M | $411K | 30 |
| 2018 | $334K | $8.5M | $558K | 13 |
| 2020 | N/A | $10.4M | $404K | N/A |
| 2021 | $623K | $12.4M | $149K | 10 |
| 2022 | $632K | $11.0M | $1.5M | 22 |
| 2023 | $829K | $11.6M | $300K | 15 |
| 2024 | $497K | $14.9M | $4.9M | 15 |
Grant Size Distribution
Based on 131 grants on record
Minimum
$300
25th Pctl
$2K
Median
$5K
Average
$30K
75th Pctl
$14K
Maximum
$350K
Geographic Distribution
Officers & Directors
BC
Bernadette Casey-Smith
President
Leadership
M1
Mary Noel Zgurzynski As of 122023
Secretary/Treasurer
Leadership
BC
Bernadette Casey-Smith
President
Leadership
O0
Owen Smith Thru 042023
Secretary/Treasurer
Leadership
BC
Bernadette Casey-Smith
President
Leadership
OS
Owen Smith
Secretary/Treasurer
Leadership
BC
Bernadette Casey-Smith
President
Leadership
OS
Owen Smith
Secretary/Treasurer
Leadership
BC
Bernadette Casey-Smith
President
Leadership
OS
Owen Smith
Secretary/Treasurer
Leadership
BC
Bernadette Casey-Smith
President
Leadership
BC
Bernadette Casey-Smith
President
Leadership
BC
Bernadette Casey-Smith
President
Leadership
Grants Awarded (131 total)
| Purpose | ||||
|---|---|---|---|---|
| Tomorrow'S Hope Foundation | Uniondale, NY | $350,000 | GENERAL SUPPORT OF TAX-EXEMPT MISSION | 2021 |
| Tomorrow'S Hope Foundation | Uniondale, NY | $286,000 | GENERAL SUPPORT OF TAX-EXEMPT MISSION | 2024 |
| Tomorrow'S Hope Foundation | Uniondale, NY | $255,000 | GENERAL SUPPORT OF TAX-EXEMPT MISSION | 2023 |
| The Institute of World Politics | Washington, DC | $250,000 | GENERAL SUPPORT OF TAX-EXEMPT MISSION | 2023 |
| Tomorrow'S Hope Foundation | Uniondale, NY | $250,000 | GENERAL SUPPORT OF TAX-EXEMPT MISSION | 2022 |
| the institute of world politics | washington, DC | $226,260 | General Support of Tax-Exempt Mission | 2017 |
| Institute of World Politics | Washington, DC | $220,000 | General Support of Tax-Exempt Mission | 2018 |
| Christendom College | Front Royal, VA | $200,000 | GENERAL SUPPORT OF TAX-EXEMPT MISSION | 2021 |
| Christendom College | Front Royal, VA | $160,000 | GENERAL SUPPORT OF TAX-EXEMPT MISSION | 2023 |
| the institute of world politics | washington, DC | $127,930 | General Support of Tax-Exempt Mission | 2016 |
| Irish Educational Development Foundation | New York, NY | $110,000 | General Support of Tax-Exempt Mission | 2017 |
| Irish Educational Development Foundation | New York, NY | $100,000 | General Support of Tax-Exempt Mission | 2016 |
| Christendom College | Front Royal, VA | $100,000 | General Support of Tax-Exempt Mission | 2016 |
| Christendom College | Front Royal, VA | $100,000 | General Support of Tax-Exempt Mission | 2017 |
| Irish Educational Development Foundation Inc | New York, NY | $100,000 | GENERAL SUPPORT OF TAX-EXEMPT MISSION | 2022 |
| The Institute of World Politics | Washington, DC | $100,000 | GENERAL SUPPORT OF TAX-EXEMPT MISSION | 2022 |
| Young America'S Foundation | Reston, VA | $75,000 | GENERAL SUPPORT OF TAX-EXEMPT MISSION | 2022 |
| Clare Boothe Luce Center for Conservative Women | Herndon, VA | $50,000 | GENERAL SUPPORT OF TAX-EXEMPT MISSION | 2023 |
| Young America'S Foundation | Reston, VA | $50,000 | GENERAL SUPPORT OF TAX-EXEMPT MISSION | 2023 |
| Christendom College | Front Royal, VA | $50,000 | GENERAL SUPPORT OF TAX-EXEMPT MISSION | 2024 |
| St Mary'S Church | Roslyn Harbor, NY | $50,000 | GENERAL SUPPORT OF TAX-EXEMPT MISSION | 2024 |
| The Institute of World Politics | Washington, DC | $50,000 | GENERAL SUPPORT OF TAX-EXEMPT MISSION | 2024 |
| Tomorrow's Hope Foundation | Uniondale, NY | $42,000 | General Support of Tax-Exempt Mission | 2017 |
| Tomorrow's Hope Foundation | Uniondale, NY | $40,500 | General Support of Tax-Exempt Mission | 2016 |
| Tomorrow's Hope Foundation | Uniondale, NY | $32,500 | General Support of Tax-Exempt Mission | 2018 |