Sophia and William Casey Foundation
The Sophia and William Casey Foundation is a private, non-operating foundation established in 1974 and headquartered in Melville, New York. The foundation operates as a 501(c)(3) tax-exempt organization with a focus on supporting educational, religious, and human services initiatives across the United States.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.7M
+78.2% YoY
Annual Giving
$497K
-40.0% YoY
Grant Count
15
+0.0% YoY
Avg Grant Size
$33K
-40.0% YoY
Mission & Focus Areas
The foundation supports a diverse range of subject areas including:
- Education and higher education
- Religion, specifically Christianity and Catholicism
- Human services
- Philanthropy and nonprofit support
- Social sciences and interdisciplinary studies
- International studies
- Public affairs and national security
Grantmaking
The foundation makes grants in support of the tax-exempt missions of recipient organizations. Recent grant activity includes:
Grant Range
** $1,000 to $286,000
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Geographic Focus
Where this funder awards grants
The foundation supports projects across multiple U.S. states and cities, with particular activity in:
- New York
- Virginia
- Florida
- Maryland
- Washington, D.C.
- Baltimore
Additional states of operation include Arkansas, Delaware, New Jersey, and West Virginia.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data (FY 2024):
- Total assets: $9,727,172
- Total revenues: $4,851,394
- Total expenses: $582,278
- Investment income and dividends: $305,893
- Number of employees: 0
Previous Year (FY 2023):
- Total assets: $5,458,056
- Total revenues: $299,990
- Total expenses: $938,716
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,727,172 | $5,458,056 | $6,096,776 |
| Revenue | $4,851,394 | $299,990 | $1,510,600 |
| Expenses | $582,278 | $938,716 | $716,161 |
| Qualifying Distributions | $498,500 | $836,950 | $639,450 |
| Net Investment Income | $4,767,616 | $227,731 | $1,439,431 |
| Distributable Amount | $580,810 | $540,131 | $534,328 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
62 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Bernadette Casey-Smith – President (serves on a voluntary basis without compensation)
- Owen Smith – Secretary/Treasurer (served until April 2023, on a voluntary basis without compensation)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BERNADETTE CASEY-SMITH | PRESIDENT | 1 | — |
| MARY NOEL ZGURZYNSKI AS OF 122023 | SECRETARY/TREASURER | 1 | — |
Contact Information
Address: Grant Thornton 445 Broadhollow Road Melville, NY 11747
Telephone: 631-249-6001
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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