Nonprofit · EIN 45-4598238
CASE FAMILY FOUNDATION
Tax-exempt · PLACENTIA, CA 92870
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $213,806 | $151,233 | $62,573 | $798,190 | $0 | $798,190 |
| June 30, 2024 | 990-PF | $221,253 | $126,016 | $95,237 | $767,978 | $0 | $767,978 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $114,905
- Dividends
- $63,189
- Net gain from sales of assets
- $35,712
Expenses
- Grants and similar amounts paid
- $139,268
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $145,202
- Excise tax on investment income
- $1,291
Balance sheet and other
- Total assets, start of year
- $767,978
- Total assets, end of year
- $798,190
- Total liabilities, end of year
- $0
- Net assets, end of year
- $798,190
- Fair market value of assets
- $903,419
- Qualifying distributions
- $145,202
- Net investment income
- $98,901
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIP H CASE 1249 E IMPERIAL HWY, PLACENTIA, CA 92870 | PRESIDENT | 2 | $0 |
| ROBERT CASE 1249 E IMPERIAL HWY, PLACENTIA, CA 92870 | OFFICER | 2 | $0 |
| JEFFREY CASE 1249 E IMPERIAL HWY, PLACENTIA, CA 92870 | BOARD MEMBER | 1 | $0 |
| PHILLIP A CASE 1249 E IMPERIAL HWY, PLACENTIA, CA 92870 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIP H CASE 1249 E IMPERIAL HWY, PLACENTIA, CA 92870 | PRESIDENT | 2 | $500 |
| ROBERT CASE 1249 E IMPERIAL HWY, PLACENTIA, CA 92870 | OFFICER | 2 | $500 |
| JEFFREY CASE 1249 E IMPERIAL HWY, PLACENTIA, CA 92870 | BOARD MEMBER | 1 | $500 |
| PHILLIP A CASE 1249 E IMPERIAL HWY, PLACENTIA, CA 92870 | BOARD MEMBER | 1 | $500 |
Address and contacts
- Address (IRS master file)
- 1249 E IMPERIAL HWY STE A, PLACENTIA, CA 92870-1745
- Signed the 990-PF
- ROBERT CASE, OFFICER
- Phone
- (714) 996-9960
- Website
- CASEFAMILYFOUNDATION.ORG
- Return prepared by
- PDM LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 45-4598238 or by the name CASE FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-4598238
- 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
- 2012
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $798,190
- Income (IRS master file)
- $567,338
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $213,806 | $151,233 | $798,190 | IRS |
| 990-PF | June 2024 | $221,253 | $126,016 | $767,978 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 45-4598238).
Questions about CASE FAMILY FOUNDATION
- What is the EIN of CASE FAMILY FOUNDATION?
- The employer identification number (EIN) of CASE FAMILY FOUNDATION is 45-4598238.
- Is CASE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to CASE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CASE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CASE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of CASE FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does CASE FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $213,806, expenses of $151,233 and total assets of $798,190 at year end.
Other nonprofits in PLACENTIA
- PLACENTIA COMMUNITY FOUNDATION EIN 27-2098527 · last filed 990-EZ for 2025
- SUBURBAN OPTIMIST CLUB FOUNDATION EIN 95-4825507 · last filed 990-EZ for 2025
- LOVE TO HELP EIN 81-1102274 · last filed 990-EZ for 2025
- EMPOWERED UNITY INC EIN 33-3256681 · last filed 990-N for 2025
- HOMELESS INTERVENTION SERVICES OF ORANGE COUNTY EIN 84-2790299 · last filed 990 for 2025
- BIBLES4EGYPT EIN 47-4157081 · last filed 990 for 2024
- CHRISTIAN EDUCATORS ASSOCIATION INTERNATIONAL EIN 95-1976095 · last filed 990 for 2025
- MULLER FAMILY FOUNDATION EIN 95-6121774 · last filed 990-PF for 2025
All nonprofits in PLACENTIA · California · Philanthropy, voluntarism and grantmaking foundations