The Casey & Family Foundation is a private family foundation established in 2010 and based in Boston, Massachusetts. Designated as a 501(c)(3) organization, the foundation operates as a private independent foundation focused on philanthropic grantmaking to preselected charitable organizations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$15.6M
+23.5% YoY
Annual Giving
$2.1M
-93.3% YoY
Grant Count
17
-5.6% YoY
Avg Grant Size
$121K
-92.9% YoY
Mission & Focus Areas
The foundation has not provided a formal mission statement. Based on recent grant activity, the foundation supports:
- Civic Engagement and Democracy
- Social Justice
- Education
- Philanthropy and Voluntarism
- Human Services
- Environmental Initiatives
Grantmaking
The foundation exclusively makes contributions to preselected charitable organizations identified by its trustees. The foundation does not accept unsolicited applications or funding requests. All grants are awarded at the discretion of the trustees, and no public application process exists.
Grant Range
**
How to Apply
**
Ready to take the next step with The Casey & Family Foundation?
Geographic Focus
Where this funder awards grants
The foundation operates primarily in:
- Massachusetts
- District of Columbia
- New York
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $15,578,584
- Total Revenues: $5,136,345
- Total Expenses: $2,157,283
- Total Liabilities: $0
Revenue Breakdown (2024):
- Investment income and dividends: $328,790
- Net gain from sale of non-inventory assets: $4,807,553
As of December 2023:
- Total Assets: $12.6 million
- Total Revenues: $971,000
- Total Expenses: $31 million
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $15,578,584 | $12,614,608 | $37,704,103 |
| Revenue | $5,136,345 | $970,523 | $1,157,545 |
| Expenses | $2,157,283 | $31,013,609 | $2,949,494 |
| Qualifying Distributions | $2,097,392 | $30,907,840 | $2,730,759 |
| Net Investment Income | $5,077,092 | $865,392 | $1,019,130 |
| Distributable Amount | $740,949 | $1,847,276 | $2,251,946 |
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
104 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
Trustees:
- Curtis W Marble
- Edward S Heald
- David C Marble
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID C MARBLE | TRUSTEE | 1 | — |
| JENNIFER HARTMAN | TRUSTEE | 1 | — |
Contact Information
Primary Address: 75 Arlington Street, Suite 710 Boston, MA 02116-3986
Alternative Address: 84 Littleton County Road Harvard, MA
Phone: 617-338-2590
Subject Areas
Focus areas based on grantmaking activity
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with The Casey & Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities