Casey & Family Foundation

Curtis W Marble Ttee

Boston, MA
Tax-exempt since Feb. 2010
EIN: 27-6364101

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$5.14M (2024)

Expenses

$2.16M (2024)

Total Assets

$15.6M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$5,136,345

Expenses

$2,157,283

Net Income

$2,979,062

Net Assets

$15,578,584

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$78,348	1.5%
Dividends	$250,442	4.9%
Sales of Assets	$4,807,553	93.6%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,097,392	97.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,578,584
Total Liabilities	$0
Net Assets	$15,578,584

Compensation

Key Employees and Officers	Compensation	Other
David C Marble (Trustee)	$0	$0
Jennifer Hartman (Trustee)	$0	$0

990-PF

Filed on May 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$970,523

Expenses

$31,013,609

Net Income

-$30,043,086

Net Assets

$12,614,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$116,107	12.0%
Dividends	$537,391	55.4%
Sales of Assets	$317,025	32.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,907,840	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,614,608
Total Liabilities	$0
Net Assets	$12,614,608

Compensation

Key Employees and Officers	Compensation	Other
David C Marble (Trustee)	$0	$0
Jennifer Hartman (Trustee)	$0	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,157,545

Expenses

$2,949,494

Net Income

-$1,791,949

Net Assets

$37,704,103

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46,450	4.0%
Dividends	$650,958	56.2%
Sales of Assets	$460,137	39.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,730,759	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,704,103
Total Liabilities	$0
Net Assets	$37,704,103

Compensation

Key Employees and Officers	Compensation	Other
Curtis W Marble (Trustee)	$0	$0
Edward S Heald (Trustee)	$0	$0
David C Marble (Trustee)	$0	$0
Jennifer Hartman (Trustee)	$0	$0

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990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$3,320,151

Expenses

$2,838,468

Net Income

$481,683

Net Assets

$39,490,682

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$64,146	1.9%
Dividends	$885,633	26.7%
Sales of Assets	$2,370,372	71.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,715,573	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$39,490,682
Total Liabilities	$0
Net Assets	$39,490,682

Compensation

Key Employees and Officers	Compensation	Other
Curtis W Marble (Trustee)	$0	$0
Edward S Heald (Trustee)	$0	$0
David C Marble (Trustee)	$0	$0
Jennifer Hartman (Trustee)	$0	$0

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990-PF

Filed on June 2, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$1,554,942

Expenses

$3,131,969

Net Income

-$1,577,027

Net Assets

$38,990,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$98,316	6.3%
Dividends	$523,908	33.7%
Sales of Assets	$932,718	60.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,009,522	96.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,990,106
Total Liabilities	$1
Net Assets	$38,990,105

Compensation

Key Employees and Officers	Compensation	Other
Curtis W Marble (Trustee)	$0	$0
Edward S Heald (Trustee)	$0	$0
David C Marble (Trustee)	$0	$0
Jennifer Hartman (Trustee)	$0	$0

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990-PF

Filed on April 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$2,128,721

Expenses

$2,929,781

Net Income

-$801,060

Net Assets

$40,534,759

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$101,592	4.8%
Dividends	$749,180	35.2%
Sales of Assets	$1,277,949	60.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,787,613	95.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$40,534,760
Total Liabilities	$1
Net Assets	$40,534,759

Compensation

Key Employees and Officers	Compensation	Other
Curtis W Marble (Trustee)	$0	$0
Edward S Heald (Trustee)	$0	$0
David C Marble (Trustee)	$0	$0
Jennifer Hartman (Trustee)	$0	$0

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990-PF

Filed on June 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$2,477,756

Expenses

$3,420,521

Net Income

-$942,765

Net Assets

$41,335,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$108,607	4.4%
Dividends	$876,766	35.4%
Sales of Assets	$1,492,383	60.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,278,763	95.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$41,335,045
Total Liabilities	$0
Net Assets	$41,335,045

Compensation

Key Employees and Officers	Compensation	Other
Curtis W Marble (Trustee)	$0	$0
Edward S Heald (Trustee)	$0	$0
David C Marble (Trustee)	$0	$0
Jennifer Hartman (Trustee)	$0	$0

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990-PF

Filed on May 21, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$1,872,470

Expenses

$2,332,090

Net Income

-$459,620

Net Assets

$42,179,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$63,926	3.4%
Dividends	$752,314	40.2%
Sales of Assets	$1,056,230	56.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,193,049	94.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$42,179,290
Total Liabilities	$0
Net Assets	$42,179,290

Compensation

Key Employees and Officers	Compensation	Other
Curtis W Marble (Trustee)	$0	$0
Edward S Heald (Trustee)	$0	$0
David C Marble (Trustee)	$0	$0

990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$1,209,001

Expenses

$1,896,955

Net Income

-$687,954

Net Assets

$42,626,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,427	2.8%
Dividends	$667,959	55.2%
Sales of Assets	$507,615	42.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,781,776	93.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$42,626,920
Total Liabilities	$0
Net Assets	$42,626,920

Compensation

Key Employees and Officers	Compensation	Other
Curtis W Marble (Trustee)	$0	$0
Edward S Heald (Trustee)	$0	$0
David C Marble (Trustee)	$0	$0

990-PF

Filed on Aug. 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$990,694

Expenses

$598,129

Net Income

$392,565

Net Assets

$43,314,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41,030	4.1%
Dividends	$542,328	54.7%
Sales of Assets	$407,336	41.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$199,937	33.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$43,314,151
Total Liabilities	$0
Net Assets	$43,314,151

Compensation

Key Employees and Officers	Compensation	Other
Curtis W Marble (Trustee)	$0	$0
Kathleen Marble (Trustee)	$0	$0
Edward S Heald (Trustee)	$0	$0
David C Marble (Trustee)	$0	$0

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990-PF

Filed on July 28, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$23,275,346

Expenses

$2,109,704

Net Income

$21,165,642

Net Assets

$42,911,582

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37,603	0.2%
Dividends	$373,350	1.6%
Sales of Assets	$22,864,393	98.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,610,668	76.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$42,911,582
Total Liabilities	$0
Net Assets	$42,911,582

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$22,634,874

Expenses

$1,025,752

Net Income

$21,609,122

Net Assets

$21,741,967

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,621	0.0%
Dividends	$62,342	0.3%
Sales of Assets	$22,570,911	99.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,021,345	99.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,741,967
Total Liabilities	$0
Net Assets	$21,741,967

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$2,489

Expenses

$13,943

Net Income

-$11,454

Net Assets

$132,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$30	1.2%
Sales of Assets	$2,458	98.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,843	99.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$132,283
Total Liabilities	$0
Net Assets	$132,283

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$9,268

Expenses

$24,966

Net Income

-$15,698

Net Assets

$143,538

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$36	0.4%
Interest Revenue	$1	0.0%
Dividends	$0
Sales of Assets	$9,231	99.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,866	99.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$143,538
Total Liabilities	$0
Net Assets	$143,538

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Casey & Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $5.14M (2024)

Expenses $2.16M (2024)

Total Assets $15.6M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$5.14M (2024)

Expenses

$2.16M (2024)

Total Assets

$15.6M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010