Case Family Foundation
- Assets
- $739.3k
- Revenue
- $346.5k
- Investments
- $629.4k
- Employees
- 0
- Location
- Placentia, CA
- Founding
- 08/2012
- Data as of
- 06/2023
- EIN
- 45-4598238
Organization Overview
Case Family Foundation is located in Placentia, CA. The organization was established in 2012. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Case Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Case Family Foundation generated $346.5k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 5.7% each year. All expenses for the organization totaled $149.6k during the year ending 06/2023. While expenses have increased by 1.0% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Case Family Foundation has awarded 103 individual grants totaling $1,292,110. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Phillip H Case President | 2 | $500 | |
Robert Case Officer | 2 | $500 | |
Jeffrey Case Board Member | 1 | $500 | |
Phillip A Case Board Member | 1 | $500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $170,559 |
| Interest on Savings | $0 |
| Dividends & Interest | $43,760 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $132,178 |
| Capital Gain Net Income | $132,178 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $346,497 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $2,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,100 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $144 |
| Total operating and administrative expenses | $16,068 |
| Contributions, gifts, grants paid | $133,529 |
| Total expenses and disbursements | $149,597 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $66,177 |
| Savings and temporary cash investments | $43,800 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $629,357 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $739,334 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Case Family Foundation has awarded $133,529 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
CHAPMAN UNIVERSITY PURPOSE: EDUCATION | $37,512 |
BOYS & GIRLS CLUB OF STANTON PURPOSE: ENABLE YOUTH | $4,100 |
PATRICK'S PURPOSE FOUNDATION PURPOSE: BRING AWARENESS TO TEEN MENTAL HEALTH | $1,500 |
CDM FOUNDATION PURPOSE: INVESTS IN EDUCATIONAL PROGRAMS AND CAMPUS IMPROVEMENTS | $16,667 |
PERFECT HARMONY BOOSTER PURPOSE: ENHANCING MUSIC EDUCATION FOR STUDENTS, SUPPORTING THE CHOIR DIRECTOR, AND SUPPORTING VARIOUS ACTIVITIES WITHIN THE KENNEDY SINGER PROGRAM. | $250 |
BOB WOODRUFF FOUNDATION PURPOSE: ENSURE THAT OUR NATION'S VETERANS, SERVICE MEMBERS, AND THEIR FAMILIES HAVE STABLE AND SUCCESSFUL FUTURES. | $5,000 |