Sophia And William Casey Foundation
- Assets
- $5.5m
- Revenue
- $300.0k
- Investments
- $4.7m
- Employees
- 0
- Location
- Melville, NY
- Founding
- 07/1975
- Data as of
- 11/2023
- EIN
- 51-0153218
Organization Overview
Sophia And William Casey Foundation is located in Melville, NY. The organization was established in 1975. 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. Sophia And William Casey 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 11/2023, Sophia And William Casey Foundation generated $300.0k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 1.0% each year. All expenses for the organization totaled $938.7k during the year ending 11/2023. While expenses have increased by 6.3% 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 2014, Sophia And William Casey Foundation has awarded 207 individual grants totaling $5,360,775. 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bernadette Casey-Smith President | 1 | $0 | |
Owen Smith Thru 042023 Secretary/treasurer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $190,145 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $109,201 |
| Capital Gain Net Income | $109,201 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $644 |
| Total Revenue | $299,990 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $29,507 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $109,716 |
| Contributions, gifts, grants paid | $829,000 |
| Total expenses and disbursements | $938,716 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $380,612 |
| Savings and temporary cash investments | $337,652 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,458,056 |
| 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, Sophia And William Casey Foundation has awarded $829,000 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
BOYS & GIRLS CLUB OF OYSTER BAY - EAST NORWICH PURPOSE: GENERAL SUPPORT OF TAX-EXEMPT MISSION | $20,000 |
CATHOLIC DISTANCE UNIVERSITY PURPOSE: GENERAL SUPPORT OF TAX-EXEMPT MISSION | $10,000 |
CHRISTENDOM COLLEGE PURPOSE: GENERAL SUPPORT OF TAX-EXEMPT MISSION | $160,000 |
CLARE BOOTHE LUCE CENTER FOR CONSERVATIVE WOMEN PURPOSE: GENERAL SUPPORT OF TAX-EXEMPT MISSION | $50,000 |
JUDICIAL WATCH INC PURPOSE: GENERAL SUPPORT OF TAX-EXEMPT MISSION | $10,000 |
GLENWOOD HOOK & LADDER ENGINE & HOSE COMPANY INC PURPOSE: GENERAL SUPPORT OF TAX-EXEMPT MISSION | $5,000 |