Dan and Stacey Case Family Foundation
EIN 912148156Total Given 2016–2024
$5.1M
312 grants · $567K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $1K–$11K
grant size
38%
supporter · 63/166 multi-year
repeat
$14.4M
Assets (2024)
166
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(415) 441-8255
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $744K | $13.0M | $130K | 33 |
| 2017 | $723K | $13.9M | $532K | 37 |
| 2018 | $760K | $12.4M | $593K | 39 |
| 2019 | N/A | $13.6M | $785K | N/A |
| 2020 | $805K | $14.1M | $1.9M | 38 |
| 2021 | $805K | $14.8M | $790K | 41 |
| 2022 | $480K | $12.2M | $563K | 44 |
| 2023 | $359K | $13.5M | $407K | 39 |
| 2024 | $428K | $14.4M | $183K | 41 |
Grant Size Distribution
Based on 312 grants on record
Minimum
$21
25th Pctl
$1K
Median
$5K
Average
$16K
75th Pctl
$11K
Maximum
$373K
Geographic Distribution
Officers & Directors
SC
Stacey Case
9+ yrs
President
Leadership
JC
John D Case
9+ yrs
Treasurer
Leadership
CC
Charlotte Case
2 yrs
Secretary
Leadership
SC
Stacey Case
9+ yrs
President
Leadership
JC
John D Case
9+ yrs
Treasurer
Leadership
CC
Charlotte Case
2 yrs
Secretary
Leadership
SC
Stacey Case
9+ yrs
President
Leadership
JC
John D Case
9+ yrs
Treasurer
Leadership
SC
Stacey Case
9+ yrs
President
Leadership
JC
John D Case
9+ yrs
Treasurer
Leadership
SC
Stacey Case
9+ yrs
President
Leadership
JC
John D Case
9+ yrs
Treasurer
Leadership
KM
Karen Morgan
5 yrs
Secretary
Leadership
SC
Stacey Case
9+ yrs
President
Leadership
JC
John D Case
9+ yrs
Treasurer
Leadership
KM
Karen Morgan
5 yrs
Secretary
Leadership
SC
Stacey Case
9+ yrs
President
Leadership
JC
John D Case
9+ yrs
Treasurer
Leadership
KM
Karen Morgan
5 yrs
Secretary
Leadership
SC
Stacey Case
9+ yrs
President
Leadership
JC
John D Case
9+ yrs
Treasurer
Leadership
KM
Karen Morgan
5 yrs
Secretary
Leadership
SC
Stacey Case
9+ yrs
President
Leadership
JC
John D Case
9+ yrs
Treasurer
Leadership
KM
Karen Morgan
5 yrs
Secretary
Leadership
Grants Awarded (312 total)
| Purpose | ||||
|---|---|---|---|---|
| Jpm Donor Advised Fund | Jenkintown, PA | $372,874 | CHARITABLE PURPOSES. | 2020 |
| Jpm Donor Advised Fund | Jenkintown, PA | $349,306 | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | 2021 |
| Jpm Donor Advised Fund | Jenkintown, PA | $313,355 | CHARITABLE PURPOSES. | 2018 |
| Jpm Donor Advised Fund | Jenkintown, PA | $286,925 | CHARITABLE PURPOSES. | 2016 |
| The Branson School | Ross, CA | $182,474 | CHARITABLE PURPOSES. | 2017 |
| Jpm Donor Advised Fund | Jenkintown, PA | $145,466 | CHARITABLE PURPOSES. | 2017 |
| Accelerate Brain Cancer Cure (Abc2) | Washington, DC | $110,270 | CHARITABLE PURPOSES. | 2018 |
| The Branson School | Ross, CA | $103,860 | CHARITABLE PURPOSES. | 2016 |
| Cpmc Foundation | San Francisco, CA | $90,350 | CHARITABLE PURPOSES. | 2018 |
| New York City Ballet Inc | New York, NY | $79,100 | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | 2022 |
| Tipping Point Community | San Francisco, CA | $75,150 | CHARITABLE PURPOSES. | 2016 |
| Princeton University | Princeton, NJ | $73,344 | CHARITABLE PURPOSES. | 2020 |
| Princeton University | Princeton, NJ | $71,645 | CHARITABLE PURPOSES. | 2017 |
| Princeton University | Princeton, NJ | $68,690 | CHARITABLE PURPOSES. | 2016 |
| Boys & Girls Clubs Sf | San Francisco, CA | $65,338 | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | 2023 |
| Boys & Girls Clubs of San Francisco | San Francisco, CA | $65,000 | CHARITABLE PURPOSES. | 2020 |
| Boys & Girls Clubs of San Francisco | San Francisco, CA | $65,000 | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | 2021 |
| The Exploratorium | San Francisco, CA | $65,000 | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | 2021 |
| New York City Ballet | New York, NY | $63,600 | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | 2024 |
| American Cancer Society | Staten Island, NY | $60,000 | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | 2024 |
| Princeton University | Princeton, NJ | $57,000 | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | 2022 |
| Ucsf Foundation | San Francisco, CA | $56,250 | CHARITABLE PURPOSES. | 2017 |
| Boys & Girls Clubs of Sf | San Francisco, CA | $55,000 | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | 2024 |
| Tipping Point Community | San Francisco, CA | $50,000 | CHARITABLE PURPOSES. | 2020 |
| Princeton University | Princeton, NJ | $50,000 | TO FURTHER ORGANIZATION'S CHARITABLE PURPOSES | 2023 |