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Nonprofit · EIN 02-6013556

CASEY FAMILY FOUNDATION

Tax-exempt · GENOA, NV 89411

Financials

$115K$345K2023$165K$275K2024$109K$266K2025
Revenue Expenses · by fiscal year end
Financials of CASEY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$109,377$265,956-$156,579$3,655,582$0$3,655,582
December 31, 2024990-PF$164,521$275,317-$110,796$3,673,766$0$3,673,766
December 31, 2023990-PF$114,759$345,497-$230,738$3,240,810$0$3,240,810
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$85,972
Interest
$910
Net gain from sales of assets
$22,495

Expenses

Grants and similar amounts paid
$239,500
Disbursements for charitable purposes
$240,247
Excise tax on investment income
$1,173

Balance sheet and other

Total assets, start of year
$3,673,766
Total assets, end of year
$3,655,582
Total liabilities, end of year
$0
Net assets, end of year
$3,655,582
Fair market value of assets
$4,452,876
Qualifying distributions
$240,247
Net investment income
$110,066

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
PATRICIA C SHEPHERD
7A CURLEW COURT, GLOUCESTER, MA 01930
Trustee0$0
JENNIFER P CASEY
1392 RAELINE LANE, MINDEN, NV 89423
Trustee0$0
SHEILA C MCMANUS
195 ADAMS ROAD, BRUNSWICK, ME 04011
Trustee0$0
VIRGINIA C PETTENGILL
7 OUTLET COVE ROAD, WINDHAM, ME 04062
Trustee0$0
R OLIVER SCHWAB
PO Box 1626, Genoa, NV 89411
Treasurer3$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
PATRICIA C SHEPHERD
7A CURLEW COURT, GLOUCESTER, MA 01930
Trustee0$0
JENNIFER P CASEY
1392 RAELINE LANE, MINDEN, NV 89423
Trustee0$0
SHEILA C MCMANUS
195 ADAMS ROAD, BRUNSWICK, ME 04011
Trustee0$0
VIRGINIA C PETTENGILL
7 OUTLET COVE ROAD, WINDHAM, ME 04062
Trustee0$0
R OLIVER SCHWAB
PO Box 634580, MACKINAW CITY, MI 49701
Treasurer3$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Patricia C Shepherd
7A Curlew Court, Gloucester, MA 01930
Trustee0$0
Jennifer P Casey
1392 Raeline Lane, Minden, NV 89423
Trustee0$0
Sheila C McManus
195 Adams Road, Brunswick, ME 04011
Trustee0$0
Virginia C Pettengill
7 Outlet Cove Road, Windham, ME 04062
Trustee0$0
R Oliver Schwab
PO Box 6, Mackinaw City, MI 49701
Trustee and Treasurer3$0

Address and contacts

Address (IRS master file)
PO BOX 1626, GENOA, NV 89411-1626
Signed the 990-PF
R OLIVER SCHWAB JR, Treasurer
Phone
(231) 838-3005
Return prepared by
Manley Burke LPA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
02-6013556
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1965
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,655,582
Income (IRS master file)
$524,370

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$109,377$265,956$3,655,582XML
990-PFDecember 2024$164,521$275,317$3,673,766XML
990-PFDecember 2023$114,759$345,497$3,240,810XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-6013556).

Questions about CASEY FAMILY FOUNDATION

What is the EIN of CASEY FAMILY FOUNDATION?
The employer identification number (EIN) of CASEY FAMILY FOUNDATION is 02-6013556.
Is CASEY FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to CASEY FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CASEY FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CASEY FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CASEY FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of CASEY FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does CASEY FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $109,377, expenses of $265,956 and total assets of $3,655,582 at year end.

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