Dan And Stacey Case Family Foundation

San Francisco, CA
Tax-exempt since July 2002
EIN: 91-2148156

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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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$183k (2024)

Expenses

$523k (2024)

Total Assets

$14.4M (2024)

Total Liabilities

$31.1k (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

$183,407

Expenses

$523,324

Net Income

-$339,917

Net Assets

$14,359,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,764	4.8%
Dividends	$334,329	> 100%
Sales of Assets	-$159,686
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$472,800	90.3%
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	$14,390,555
Total Liabilities	$31,089
Net Assets	$14,359,466

Compensation

Key Employees and Officers	Compensation	Other
Stacey Case (President)	$0	$0
John D Case (Treasurer)	$0	$0
Charlotte Case (Secretary)	$0	$0

990-PF

Filed on April 5, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$407,349

Expenses

$428,870

Net Income

-$21,521

Net Assets

$13,460,389

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,243	1.8%
Dividends	$307,963	75.6%
Sales of Assets	$92,143	22.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$382,481	89.2%
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	$13,461,389
Total Liabilities	$1,000
Net Assets	$13,460,389

Compensation

Key Employees and Officers	Compensation	Other
Stacey Case (President)	$0	$0
John D Case (Treasurer)	$0	$0
Charlotte Case (Secretary)	$0	$0

990-PF

Filed on March 13, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$563,072

Expenses

$533,702

Net Income

$29,370

Net Assets

$12,178,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,755	0.5%
Dividends	$217,487	38.6%
Sales of Assets	$342,830	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$486,992	91.2%
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	$12,223,639
Total Liabilities	$45,600
Net Assets	$12,178,039

Compensation

Key Employees and Officers	Compensation	Other
Stacey Case (President)	$0	$0
John D Case (Treasurer)	$0	$0

990-PF

Filed on Aug. 21, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$790,244

Expenses

$931,923

Net Income

-$141,679

Net Assets

$14,736,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$76	0.0%
Dividends	$296,938	37.6%
Sales of Assets	$493,230	62.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$813,437	87.3%
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	$14,772,691
Total Liabilities	$36,250
Net Assets	$14,736,441

Compensation

Key Employees and Officers	Compensation	Other
Stacey Case (President)	$0	$0
John D Case (Treasurer)	$0	$0

990-PF

Filed on Oct. 16, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$1,941,099

Expenses

$867,697

Net Income

$1,073,402

Net Assets

$14,129,086

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,636	0.3%
Dividends	$249,272	12.8%
Sales of Assets	$1,686,191	86.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$812,838	93.7%
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	$14,130,086
Total Liabilities	$1,000
Net Assets	$14,129,086

Compensation

Key Employees and Officers	Compensation	Other
Stacey Case (President)	$0	$0
Karen Morgan (Secretary)	$0	$0
John D Case (Treasurer)	$0	$0

990-PF

Filed on July 6, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$785,340

Expenses

$858,229

Net Income

-$72,889

Net Assets

$13,544,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,207	1.0%
Dividends	$268,429	34.2%
Sales of Assets	$569,525	72.5%
Other Income	-$60,821

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$801,980	93.4%
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	$13,559,951
Total Liabilities	$15,000
Net Assets	$13,544,951

Compensation

Key Employees and Officers	Compensation	Other
Stacey Case (President)	$0	$0
Karen Morgan (Secretary)	$0	$0
John D Case (Treasurer)	$0	$0

990-PF

Filed on July 13, 2020

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

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$592,624

Expenses

$839,477

Net Income

-$246,853

Net Assets

$12,401,010

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,615	0.8%
Dividends	$292,416	49.3%
Sales of Assets	$235,673	39.8%
Other Income	$59,920	10.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$770,227	91.8%
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	$12,408,510
Total Liabilities	$7,500
Net Assets	$12,401,010

Compensation

Key Employees and Officers	Compensation	Other
Stacey Case (President)	$0	$0
Karen Morgan (Secretary)	$0	$0
John D Case (Treasurer)	$0	$0

990-PF

Filed on Oct. 4, 2019

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$531,727

Expenses

$793,507

Net Income

-$261,780

Net Assets

$13,869,716

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,948	0.7%
Dividends	$238,971	44.9%
Sales of Assets	$337,420	63.5%
Other Income	-$48,612

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$732,698	92.3%
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	$13,872,216
Total Liabilities	$2,500
Net Assets	$13,869,716

Compensation

Key Employees and Officers	Compensation	Other
Stacey Case (President)	$0	$0
Karen Morgan (Secretary)	$0	$0
John D Case (Treasurer)	$0	$0

990-PF

Filed on Sept. 20, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

$129,605

Expenses

$837,617

Net Income

-$708,012

Net Assets

$12,960,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,533	2.0%
Dividends	$197,267	> 100%
Sales of Assets	-$44,311
Other Income	-$25,884

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$751,725	89.7%
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	$12,960,611
Total Liabilities	$0
Net Assets	$12,960,611

Compensation

Key Employees and Officers	Compensation	Other
Stacey Case (President)	$0	$0
Karen Morgan (Secretary)	$0	$0
John D Case (Treasurer)	$0	$0

990-PF

Filed on Sept. 9, 2017

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

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$793,147

Expenses

$883,346

Net Income

-$90,199

Net Assets

$13,178,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,782	0.5%
Dividends	$270,064	34.0%
Sales of Assets	$532,754	67.2%
Other Income	-$13,453

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$776,375	87.9%
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	$13,178,648
Total Liabilities	$500
Net Assets	$13,178,148

Compensation

Key Employees and Officers	Compensation	Other
Stacey Case (President)	$0	$0
Karen Morgan (Secretary)	$0	$0
John D Case (Treasurer)	$0	$0

990-PF

Filed on Sept. 30, 2016

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

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Schedules ▼

PDF XML

PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$499,098

Expenses

$779,034

Net Income

-$279,936

Net Assets

$14,150,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,755	1.0%
Dividends	$288,006	57.7%
Sales of Assets	$229,162	45.9%
Other Income	-$1,989

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$687,688	88.3%
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	$14,225,651
Total Liabilities	$75,000
Net Assets	$14,150,651

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$522,858

Expenses

$727,475

Net Income

-$204,617

Net Assets

$14,472,780

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$226	0.0%
Dividends	$270,735	51.8%
Sales of Assets	$189,829	36.3%
Other Income	$92,754	17.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$665,337	91.5%
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	$14,495,980
Total Liabilities	$23,200
Net Assets	$14,472,780

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$470,706

Expenses

$740,447

Net Income

-$269,741

Net Assets

$13,610,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$303	0.1%
Dividends	$271,775	57.7%
Sales of Assets	$148,870	31.6%
Other Income	$88,176	18.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$660,449	89.2%
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	$13,633,762
Total Liabilities	$23,200
Net Assets	$13,610,562

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,017,986

Expenses

$782,082

Net Income

$235,904

Net Assets

$12,921,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$760	0.1%
Dividends	$267,134	26.2%
Sales of Assets	$702,877	69.0%
Other Income	$135,614	13.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$712,183	91.1%
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	$12,944,474
Total Liabilities	$23,200
Net Assets	$12,921,274

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.

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Dan And Stacey Case Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $183k (2024)

Expenses $523k (2024)

Total Assets $14.4M (2024)

Total Liabilities $31.1k (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

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

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

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Revenue

$183k (2024)

Expenses

$523k (2024)

Total Assets

$14.4M (2024)

Total Liabilities

$31.1k (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

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001