The California State Capitol

Form 990-PFTax year 2024EIN 45-4598238

The Case Family Foundation

A private foundation in Placentia, CA. Its return for tax year 2024 lists 16 grants and $139,268 paid in grants.

Tax year 2024 (period ending Jun 30, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $139,268

    Grants listed
    16
    Assets, end of year
    $798,190
  • Tax year 2023

    $111,900

    Grants listed
    11
    Assets, end of year
    $767,978
  • Tax year 2022

    $133,529

    Grants listed
    9
    Assets, end of year
    $739,334
  • Tax year 2021

    $71,335

    Grants listed
    9
    Assets, end of year
    $679,633
  • Tax year 2020

    $178,650

    Grants listed
    6
    Assets, end of year
    $581,236
  • Tax year 2019

    $185,010

    Grants listed
    9
    Assets, end of year
    $629,395
  • Tax year 2018

    $182,478

    Grants listed
    7
    Assets, end of year
    $496,029

Grants paid in 2024

16 grants, largest first

As listed on the return.

  1. Hoag Hospital FoundationNewport Beach, CA

    Health

    $50,000
  2. Chapman UniversityOrange, CA

    Education

    $36,524
  3. Boys & Girls Club of StantonStanton, CA

    Enable youth

    $14,400
  4. St John the Baptist Catholic SchoolCosta Mesa, CA

    Education

    $10,000
  5. CDM FoundationNewport Beach, CA

    Invests in educational programs and campus improvements

    $8,334
  6. Denver Scholarship FoundationDenver, CO

    Increase access and completion of post-high school learning, expanding careers and opportunities.

    $5,000
  7. Patrick's Purpose FoundationNewport Beach, CA

    Bring awareness to teen mental health

    $5,000
  8. The Wild Animal SanctuaryKeenesburg, CO

    Sanctuary for rescued lions, tigers and bears

    $4,000
  9. Connie Russo's Recovery From the Palisades FirePlacentia, CA

    Help victim of palisades fire

    $1,030
  10. Friends of YosemiteYosemite, CA

    Search and rescue mission

    $1,000
  11. Slow Food DenverDenver, CO

    Education

    $1,000
  12. Summitland ConservancyPark City, UT

    Land conservancy in northern utah, wasatch back

    $1,000
  13. Big Canyon Country ClubNewport Beach, CA

    Help fund scholarship program

    $600
  14. Sun Devil Sports FoundationTempe, AZ

    Sports

    $575
  15. Orange County Police Canine AssociationSanta Ana, CA

    Dedicated to receiving the most current and highest quality training available

    $420
  16. Orange County Firefighters AssociationIrvine, CA

    Advocate for firefighters

    $385

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Health1 grant $50,00046% of the total
  2. Education3 grants $46,52443% of the total
  3. Philanthropy and grantmaking1 grant $8,3348% of the total
  4. Animals1 grant $4,0004% of the total

By State

Grants to organizations with a US address, latest year.

  1. California11 grants $127,693
  2. Colorado3 grants $10,000
  3. Utah1 grant $1,000
  4. Arizona1 grant $575

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Phillip H CasePRESIDENT Hours 2Pay $0
  • Robert CaseOFFICER Hours 2Pay $0
  • Jeffrey CaseBOARD MEMBER Hours 1Pay $0
  • Phillip A CaseBOARD MEMBER Hours 1Pay $0

The return

More foundations

Similar foundations

Same main cause (health), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Dorothy and William Davila FoundationPlacentia, CA 22 grants Preselected only $70,000 giving
  2. Chang & Tseng Family FoundationCupertino, CA 4 grants Preselected only $139,001 giving
  3. The Sam & Salwa Ellis Family FoundationCalexico, CA 15 grants Preselected only $140,000 giving
  4. Im Eleanor Lloyd Dees FoundationLos Angeles, CA 22 grants Preselected only $137,500 giving
  5. Ben H and Gladys Arkelian FoundationBakersfield, CA 25 grants Accepts applications $136,639 giving