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Nonprofit · EIN 91-2148156

DAN AND STACEY CASE FAMILY FOUNDATION

Tax-exempt · SAN FRANCISCO, CA 94118

Financials

$407K$429K2023$183K$523K2024$822K$752K2025
Revenue Expenses · by fiscal year end
Financials of DAN AND STACEY CASE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$822,469$751,804$70,665$15,856,353$68,000$15,788,353
December 31, 2024990-PF$183,407$523,324-$339,917$14,390,555$31,089$14,359,466
December 31, 2023990-PF$407,349$428,870-$21,521$13,461,389$1,000$13,460,389
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$100,000
Dividends
$419,660
Interest
$11,643
Net gain from sales of assets
$291,166

Expenses

Grants and similar amounts paid
$668,819
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$695,137
Excise tax on investment income
$9,255

Balance sheet and other

Total assets, start of year
$14,390,555
Total assets, end of year
$15,856,353
Total liabilities, end of year
$68,000
Net assets, end of year
$15,788,353
Fair market value of assets
$15,856,353
Qualifying distributions
$695,137
Net investment income
$722,469

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
STACEY CASE
200 WALNUT STREET, SAN FRANCISCO, CA 94118
PRESIDENT5$0
JOHN D CASE
200 WALNUT STREET, SAN FRANCISCO, CA 94118
TREASURER1$0
CHARLOTTE CASE
200 WALNUT STREET, SAN FRANCISCO, CA 94118
SECRETARY1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
STACEY CASE
200 WALNUT STREET, SAN FRANCISCO, CA 94118
PRESIDENT5$0
JOHN D CASE
200 WALNUT STREET, SAN FRANCISCO, CA 94118
TREASURER1$0
CHARLOTTE CASE
200 WALNUT STREET, SAN FRANCISCO, CA 94118
SECRETARY1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
STACEY CASE
200 WALNUT STREET, SAN FRANCISCO, CA 94118
PRESIDENT5$0
JOHN D CASE
200 WALNUT STREET, SAN FRANCISCO, CA 94118
TREASURER1$0
CHARLOTTE CASE
200 WALNUT STREET, SAN FRANCISCO, CA 94118
SECRETARY1$0

Address and contacts

Address (IRS master file)
200 WALNUT ST, SAN FRANCISCO, CA 94118-2013
In care of
% STACEY B CASE
Signed the 990-PF
STACEY CASE, PRESIDENT
Phone
(415) 441-8255
Return prepared by
ANDERSEN TAX LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 91-2148156 or by the name DAN AND STACEY CASE FAMILY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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
91-2148156
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$15,856,353
Income (IRS master file)
$1,737,623

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$822,469$751,804$15,856,353XML
990-PFDecember 2024$183,407$523,324$14,390,555XML
990-PFDecember 2023$407,349$428,870$13,461,389XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 91-2148156).

Questions about DAN AND STACEY CASE FAMILY FOUNDATION

What is the EIN of DAN AND STACEY CASE FAMILY FOUNDATION?
The employer identification number (EIN) of DAN AND STACEY CASE FAMILY FOUNDATION is 91-2148156.
Is DAN AND STACEY CASE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to DAN AND STACEY CASE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAN AND STACEY CASE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DAN AND STACEY CASE 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 DAN AND STACEY CASE 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 DAN AND STACEY CASE FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does DAN AND STACEY CASE FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $822,469, expenses of $751,804 and total assets of $15,856,353 at year end.

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