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· Private foundation

Dan and Stacey Case Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$669k
Granted FY2025still arriving
43
Grants FY2025still arriving
9
States reached
$100k
Largest
01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Philanthropy$1.7MEducation$926kHealth$916kArts & Culture$568kYouth Development$509kScience & Tech$220kInternational$166kRecreation & Sports$157kOther$0
02FY2025 · 43 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k24 grants · $68k
  • $10k–50k14 grants · $264k
  • $50k–250k5 grants · $336k
$6,000
Median grant
9
States reached
$16M
Total assets
Largest grants
RecipientAmount
HOOVER INSTITUTION$100,000
BOYS & GIRLS CLUBS OF SF$65,000
AMERICAN CANCER SOCIETY$60,000
NEW YORK CITY BALLET$59,550
MARIN COMMUNITY FOUNDATION$51,669
GOLDEN GATE NATIONAL PARKS CONSERVANCY$30,150
Individual grant recipient$25,000
ALUMNI AND FRIENDS OF THE LONDON SCHOOL OF ECONOMICS IN THE USA$25,000
CPMC FOUNDATION$25,000
EXPLORATORIUM$25,000
PATH NORTH LEADERSHIP COUNCIL$25,000
FINE ARTS MUSEUMS OF SAN FRANCISCO$23,250
HARVARD BUSINESS SCHOOL$20,000
SAN FRANCISCO BALLET$15,000
UCSF FOUNDATION$11,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $35k) land where the poverty rate runs at 11%, against an area that typically sits at 8%. 83% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%HOMELESS CHILDREN'S NETWORK: $300 → 10%EPIPHANY CENTER: $10k → 10%EPIPHANY CENTER: $5k → 10%BY THE BAY HEALTH: $5k → 8%HOSPICE BY THE BAY: $1k → 8%SWEETWATER SPECTRUM: $250 → 9%REPRODUCTIVE FREEDOM FOR ALL: $10k → 14%REPRODUCTIVE FREEDOM FOR ALL: $3k → 14%MOM'S AGAINST POVERTY: $250 → 10%JEWISH FAMILY AND CHILDREN'S SERVICES: $100 → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

WA
NY
MA
OR
NV
OH
PA
NJ
CA
CO
VA
DE
TN
NC
DC
HI
GA
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

95%of every dollar goes to organizations it has funded before.
$5.4M · 76 repeat orgs$284k to everyone else

76 repeat relationships: 30 still active in FY2025, 46 since wound down; 10 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

76
71

Total granted

$5.4M
$232k

Median revenue growth · since first grant

+27%
+40%

Still filing today

57%
62%

New vs renewed · share of each year

In FY2025, 90% of grant dollars renewed an existing relationship; $52k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EducationHealthArts & CultureInternationalHuman ServicesAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • The Trustees of Princeton University
    7× · 2017–2023 · $346k · revenue +5%
  • CP
    CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION
    7× · 2017–2025 · $267k · revenue +32%
  • NY
    NEW YORK CITY BALLET INC
    3× · 2022–2025 · $202k · revenue +20%

Funded once

  • TS
    THE SAPLING FOUNDATIONgraduated
    one grant, 2018 · $25k · revenue +911%
  • TH
    THE HELIX SCHOOLgraduated
    one grant, 2023 · $20k · revenue +40%
  • TF
    TRAILS FOREVER- GOLDEN GATE NATIONAL PARKS CONSERVANCY
    one grant, 2017 · $16k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
2
Uc Santa Barbara Foundation

The uc santa barbara foundation actively works to further the goals of the university of california, santa barbara. the foundation seeks to maintain and nurture the university's quality and distinction. on behalf of the campus, the…

Education
3
The San Francisco School

A private school that cultivates and celebrates the intellectual, imaginative, and humanitarian promise of each student in a community that practices mutual respect, embraces diversity, and inspires passion for learning.

—
4
The International School of San Francisco

Guided by the principles of academic rigor and diversity, the international school of san francisco offers programs of study in french and english to prepare its graduates for a world in which the ability to think critically and to…

Education
5
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
6
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
7
San Francisco Friends School

At san francisco friends school, students learn in a community grounded in the quaker values of reflection, integrity, peaceful problem-solving and stewardship. our teachers challenge students with a dynamic curriculum that inspires…

Education
8
The Uc Davis Foundation

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Education
9
The Bar Association of San Francisco

The bar association of san francisco champions equal access to justice and promotes humanity, excellence, and diversity in the legal profession. we provide legal services to disadvantaged and underserved individuals in san francisco. we…

—
10
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
11
The San Diego Foundation

The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.

Philanthropy
12
San Francisco Girls' School

To educate and inspire girls to become innovators and leaders in stem.

—
How this is measured
The grantee most central to the portfolio’s shape is The San Francisco Foundation; the most unlike its peers is Shree Saint Baba Mehardas Foundation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

100 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 100 of the 162 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
16
Early backer (in before they grew)
99/100
Grantees still filing
66/100
Grew since first funded

Where the money sits, by cause and then by grantee

JPM DONOR ADVISED FUND: $1,555,723 · OtherJPM DONOR ADVISED FUNDHARVARD BUSINESS SCHOOL: $140,000 · OtherBOYS & GIRLS CLUB: $135,000 · OtherACCELERATE BRAIN CANCER CURE INC: $133,270 · OtherBOYS & GIRLS CLUBS OF SF: $120,000 · OtherAMERICAN CANCER SOCIETY: $120,000 · OtherBOYS & GIRLS CLUBS SF: $105,338 · Other+95 more: $772,821 · Other+95 moreThe Trustees of Princeton University: $346,189 · EducationThe Trustees of Pri…THE BRANSON SCHOOL: $190,474 · EducationTHE BRANSON SCHOOLUNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION: $127,250 · EducationUNIVERSITY OF CALIF…THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $110,000 · EducationTHE BOARD OF TRUSTE…CALIBER PUBLIC SCHOOLS: $60,000 · EducationCALIBER PUBLIC SCHO…SAN FRANCISCO UNIVERSITY HIGH SCHOOL: $34,500 · Education+15 more: $117,550 · Education+15 moreTHE EXPLORATORIUM: $208,750 · Arts & CultureTHE EXPLORATOR…NEW YORK CITY BALLET INC: $202,250 · Arts & CultureNEW YORK CITY …SAN FRANCISCO BALLET ASSOCIATION: $191,850 · Arts & CultureSAN FRANCISCO …COMMON SENSE MEDIA: $71,000 · Arts & CultureCOMMON SENSE M…Sonoma Valley Authors Festival: $36,750 · Arts & CultureCORPORATION OF THE FINE ARTS MUSEUMS: $28,250 · Arts & Culture+5 more: $12,000 · Arts & CultureCALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION: $267,350 · HealthCALIFORNI…SAN FRANCISCO GENERAL HOSPITAL FOUNDATION: $71,740 · HealthSAN FRANC…MARIN GENERAL HOSPITAL FOUNDATION: $60,000 · HealthMARIN GEN…AMERICAN CANCER SOCIETY INC: $26,000 · HealthAMERICAN …+12 more: $41,121 · Health+12 moreTIPPING POINT COMMUNITY: $115,000 · PhilanthropyMARIN COMMUNITY FOUNDATION: $51,669 · PhilanthropyTHE SAPLING FOUNDATION: $25,000 · Philanthropy+3 more: $6,165 · PhilanthropyGOLDEN GATE NATIONAL PARKS CONSERVANCY: $130,150 · EnvironmentTHE GARDEN CONSERVANCY INC: $45,100 · Environment+2 more: $5,000 · EnvironmentBOYS & GIRLS CLUBS OF SAN FRANCISCO: $130,000 · Youth DevelopmentFRIENDS OF THE CHILDREN: $15,000 · Youth Development
Other$3,082,152Education$985,963Arts & Culture$750,850Health$466,211Philanthropy$197,834Environment$180,250Youth Development$145,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe Trustees of Princeton University: $346,189 over 7y, 0.0% of budgetCALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION: $267,350 over 7y, 0.2% of budgetTHE EXPLORATORIUM: $208,750 over 8y, 0.1% of budgetNEW YORK CITY BALLET INC: $202,250 over 3y, 0.1% of budgetSAN FRANCISCO BALLET ASSOCIATION: $191,850 over 9y, 0.1% of budgetTHE BRANSON SCHOOL: $190,474 over 5y, 1.0% of budgetACCELERATE BRAIN CANCER CURE INC: $133,270 over 3y, 5.8% of budgetGOLDEN GATE NATIONAL PARKS CONSERVANCY: $130,150 over 8y, 0.1% of budgetBOYS & GIRLS CLUBS OF SAN FRANCISCO: $130,000 over 2y, 0.3% of budgetUNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION: $127,250 over 6y, 0.0% of budgetTIPPING POINT COMMUNITY: $115,000 over 5y, 0.1% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $110,000 over 2y, 0.0% of budgetTHE CENTER FOR REPRODUCTIVE RIGHTS INC: $79,500 over 8y, 0.1% of budgetSAN FRANCISCO GENERAL HOSPITAL FOUNDATION: $71,740 over 2y, 0.2% of budgetCOMMON SENSE MEDIA: $71,000 over 6y, 0.1% of budgetMARIN GENERAL HOSPITAL FOUNDATION: $60,000 over 2y, 0.4% of budgetCALIBER PUBLIC SCHOOLS: $60,000 over 6y, 0.1% of budgetMARIN COMMUNITY FOUNDATION: $51,669 over 1y, 0.0% of budgetSUMMER SEARCH: $47,500 over 3y, 0.2% of budgetTHE GARDEN CONSERVANCY INC: $45,100 over 4y, 0.3% of budgetSonoma Valley Authors Festival: $36,750 over 7y, 0.5% of budgetSAN FRANCISCO UNIVERSITY HIGH SCHOOL: $34,500 over 7y, 0.1% of budgetCORPORATION OF THE FINE ARTS MUSEUMS: $28,250 over 2y, 0.0% of budgetAMERICAN CANCER SOCIETY INC: $26,000 over 3y, 0.0% of budgetALUMNI AND FRIENDS OF THE LONDON SCHOOL OF ECONOMICS: $26,000 over 2y, 4.5% of budgetPATHNORTH INC: $22,500 over 2y, 0.8% of budgetTHE HELIX SCHOOL: $20,100 over 1y, 0.5% of budgetThe Cancer League Inc: $20,000 over 2y, 1.9% of budgetNeighbors for a Better San Francisco: $20,000 over 2y, 0.5% of budgetNEAR EAST FOUNDATION: $18,500 over 4y, 0.1% of budgetCOMPASSION & CHOICES: $17,000 over 4y, 0.1% of budgetPRESIDIO KNOLLS SCHOOL INC: $15,000 over 2y, 0.1% of budgetMount St Joseph-St Elizabeth: $15,000 over 2y, 0.1% of budgetFRIENDS OF THE CHILDREN: $15,000 over 3y, 0.0% of budgetTHE HAMLIN SCHOOL: $13,350 over 8y, 0.0% of budgetREPRODUCTIVE FREEDOM FOR ALL: $13,000 over 2y, 0.1% of budgetREPRODUCTIVE FREEDOM FOR ALL FOUNDATION: $12,500 over 4y, 0.0% of budgetBREAKTHROUGH T1D: $12,000 over 2y, 0.0% of budgetPIEDMONT EDUCATION FOUNDATION: $11,000 over 1y, 0.3% of budgetSAN FRANCISCO HOST COMMITTEE: $10,000 over 1y, 1.4% of budgetSAN FRANCISCO PARKS ALLIANCE: $10,000 over 1y, 0.1% of budgetTAKING CONTROL OF YOUR DIABETES DBA TCOYD: $10,000 over 1y, 0.4% of budgetKellermann Foundation: $10,000 over 1y, 0.9% of budgetInternational Rescue Committee INC: $10,000 over 1y, 0.0% of budgetThe Pierpont Morgan Library: $6,200 over 1y, 0.0% of budgetBY THE BAY HEALTH: $6,000 over 2y, 0.0% of budgetALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL: $6,000 over 5y, 0.0% of budgetDON'T EVER GIVE UP INC: $6,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds The Trustees of Princeton University ↗
  • Who funds CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION ↗
  • Who funds THE EXPLORATORIUM ↗
  • Who funds NEW YORK CITY BALLET INC ↗
  • Who funds SAN FRANCISCO BALLET ASSOCIATION ↗
  • Who funds THE BRANSON SCHOOL ↗
  • Who funds ACCELERATE BRAIN CANCER CURE INC ↗
  • Who funds GOLDEN GATE NATIONAL PARKS CONSERVANCY ↗
  • Who funds BOYS & GIRLS CLUBS OF SAN FRANCISCO ↗
  • Who funds UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION ↗
  • Who funds TIPPING POINT COMMUNITY ↗
  • Who funds THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ↗
  • Who funds THE CENTER FOR REPRODUCTIVE RIGHTS INC ↗
  • Who funds SAN FRANCISCO GENERAL HOSPITAL FOUNDATION ↗
  • Who funds COMMON SENSE MEDIA ↗
  • Who funds MARIN GENERAL HOSPITAL FOUNDATION ↗
  • Who funds CALIBER PUBLIC SCHOOLS ↗
  • Who funds MARIN COMMUNITY FOUNDATION ↗
  • Who funds SUMMER SEARCH ↗
  • Who funds THE GARDEN CONSERVANCY INC ↗
  • Who funds Sonoma Valley Authors Festival ↗
  • Who funds SAN FRANCISCO UNIVERSITY HIGH SCHOOL ↗
  • Who funds CORPORATION OF THE FINE ARTS MUSEUMS ↗
  • Who funds AMERICAN CANCER SOCIETY INC ↗
  • Who funds ALUMNI AND FRIENDS OF THE LONDON SCHOOL OF ECONOMICS ↗
  • Who funds THE SAPLING FOUNDATION ↗
  • Who funds PATHNORTH INC ↗
  • Who funds THE HELIX SCHOOL ↗
  • Who funds The Cancer League Inc ↗
  • Who funds Neighbors for a Better San Francisco ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Marin Community FoundationCA35.3× affinity19 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Marin Community Foundation · The San Francisco Foundation · Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · Silicon Valley Community Foundation · The Goldman Sachs Charitable Gift Fund · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · The Bessemer Giving Fund · Swig Foundation · Lisa & Douglas Goldman Fund · Sonoma County Community Foundation · The Ayco Charitable Foundation · McNabb Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Dan and Stacey Case Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Dan and Stacey Case Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 70%6%25%56%100%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →median 11%
  • The Trustees of Princeton University: 11% of income from government
no gov moneyreceives it· size = income
7get no government money at all
19report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Dan and Stacey Case Family Foundation?

Find your warmest path to Dan and Stacey Case Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 162 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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