Nonprofit · EIN 95-3949819
THE CASEY FOUNDATION
Tax-exempt · ENCINO, CA 91436
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $90,387 | $132,328 | -$41,941 | $1,313,421 | $26,531 | $1,286,890 |
| June 30, 2024 | 990-PF | $140,221 | $150,355 | -$10,134 | $1,328,831 | $0 | $1,328,831 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $89,615
- Other income
- $772
Expenses
- Grants and similar amounts paid
- $130,600
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $130,999
- Excise tax on investment income
- $1,241
Balance sheet and other
- Total assets, start of year
- $1,328,831
- Total assets, end of year
- $1,313,421
- Total liabilities, end of year
- $26,531
- Net assets, end of year
- $1,286,890
- Fair market value of assets
- $3,686,006
- Qualifying distributions
- $130,999
- Net investment income
- $89,615
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 |
|---|---|---|---|
| JOSEPH T CASEY THRU JAN 5 16011 VALLEY VISTA BLVD, ENCINO, CA 91436 | PRESIDENT | 5 | $0 |
| ELIZABETH CASEY BURGESS 16011 VALLEY VISTA BLVD, ENCINO, CA 91436 | PRESIDENT | 2 | $0 |
| PATRICK C CASEY 16011 VALLEY VISTA BLVD, ENCINO, CA 91436 | SECRETARY/CHIEF FINANCIAL OFFICER | 2 | $0 |
| DOLORES A CASEY 16011 VALLEY VISTA BLVD, ENCINO, CA 91436 | DIRECTOR | 2 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH T CASEY 16011 VALLEY VISTA BLVD, ENCINO, CA 91436 | PRESIDENT | 5 | $0 |
| ELIZABETH CASEY BURGESS 16011 VALLEY VISTA BLVD, ENCINO, CA 91436 | SECRETARY | 2 | $0 |
| PATRICK C CASEY 16011 VALLEY VISTA BLVD, ENCINO, CA 91436 | CHIEF FINANCIAL OFFICER | 2 | $0 |
| DOLORES A CASEY 16011 VALLEY VISTA BLVD, ENCINO, CA 91436 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 16011 VALLEY VISTA BLVD, ENCINO, CA 91436-3456
- Signed the 990-PF
- PATRICK C CASEY, CHIEF FINANCIAL OFFICER
- Phone
- (818) 788-1034
- Return prepared by
- DELOITTE TAX LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3949819 or by the name THE CASEY 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
- 95-3949819
- 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
- 1985
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,313,421
- Income (IRS master file)
- $90,387
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $90,387 | $132,328 | $1,313,421 | XML |
| 990-PF | June 2024 | $140,221 | $150,355 | $1,328,831 | 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-PF | June 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 95-3949819).
Questions about THE CASEY FOUNDATION
- What is the EIN of THE CASEY FOUNDATION?
- The employer identification number (EIN) of THE CASEY FOUNDATION is 95-3949819.
- Is THE CASEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to THE CASEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE CASEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CASEY 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 THE CASEY 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 THE CASEY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE CASEY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $90,387, expenses of $132,328 and total assets of $1,313,421 at year end.
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