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· Private foundation

The 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.

$139k
Granted FY2025still arriving
16
Grants FY2025still arriving
4
States reached
$50k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Education$803kHealth$257kYouth Development$59kRecreation & Sports$43kHuman Services$17kPublic Safety & Disaster$9kAnimals$5kEnvironment$2kOther$0
02FY2025 · 16 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k12 grants · $28k
  • $10k–50k3 grants · $61k
  • $50k–250k1 grant · $50k
$4,000
Median grant
4
States reached
$798k
Total assets
Largest grants
RecipientAmount
HOAG HOSPITAL FOUNDATION$50,000
CHAPMAN UNIVERSITY$36,524
BOYS & GIRLS CLUB OF STANTON$14,400
ST JOHN THE BAPTIST CATHOLIC SCHOOL$10,000
CDM FOUNDATION$8,334
DENVER SCHOLARSHIP FOUNDATION$5,000
PATRICK'S PURPOSE FOUNDATION$5,000
THE WILD ANIMAL SANCTUARY$4,000
CONNIE RUSSO'S RECOVERY FROM THE PALISADES FIRE$1,030
SUMMITLAND CONSERVANCY$1,000
Individual grant recipient$1,000
SLOW FOOD DENVER$1,000
BIG CANYON COUNTRY CLUB$600
SUN DEVIL SPORTS FOUNDATION$575
ORANGE COUNTY POLICE CANINE ASSOCIATION$420
02The need
03

Do your dollars go where the need is?

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

show:

Your human-services grants (FY17–18, $7k) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 15% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 10%CHALLENGED ATHLETES FOUNDATION: $1k → 11%CATERINA'S CLUB: $3k → 10%CATERINA'S CLUB: $3k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

MT
NY
MA
IN
CA
UT
CO
MD
AZ

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

95%of every dollar goes to organizations you’ve funded before.
$1.1M · 17 repeat orgs$61k to everyone else

17 repeat relationships — 8 still active in FY2025, 9 since wound down; 8 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
25

Total granted

$1.1M
$47k

Median revenue growth · since first grant

+40%
+73%

Still filing today

53%
44%

New vs renewed · share of each year

In FY2025, 90% of grant dollars renewed an existing relationship; $14k 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
EducationHealthHuman ServicesEnvironmentInternationalPhilanthropyOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

  • CU
    CHAPMAN UNIVERSITY
    9× · 2017–2025 · $651k · revenue +62%
  • HH
    HOAG HOSPITAL FOUNDATION
    3× · 2023–2025 · $150k · revenue +40%
  • BA
    BOYS AND GIRLS CLUB OF STANTON
    9× · 2017–2025 · $59k · revenue +26%

Funded once

  • IG
    Individual grant recipient
    one grant, 2023 · $16k
  • MS
    Montana State University Foundation Incgraduated
    one grant, 2020 · $5k · revenue +365%
  • BW
    BOB WOODRUFF FAMILY FOUNDATION INC
    one grant, 2023 · $5k · revenue -21%

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

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Augustana College

Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…

Education
2
Ucla Foundation

The ucla foundation is the giving, receiving, and investing arm of the ucla campus. the foundation enables private donors to help build, sustain and advance one of the world's finest academic and research institutions. private philanthropy…

Education
3
The University Foundation At Sacramento State

Raise private resources to advance the mission and priorities of the university and serve as ambassadors in the community. provide stewardship in the prudent investment of resources and ensure the integrity of the foundation through…

Education
4
California Baptist University

A private institution of higher education, offering both undergraduate and graduate courses to students.

Education
5
Association of California School Administrators

The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.

6
Colorado State University Foundation

See schedule o colorado state university foundation assists in the promotion, development, and enhancement of facilities and educational programs and enhancements of faculty, students, and alumni of colorado state university (csu). this is…

Education
7
University of the Pacific

To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities.

Education
8
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
9
University of Denver

The university of denver (du) is a higher educational institution, providing both undergraduate and graduate degrees - the mission of the university of denver is to promote learning by engaging with students (continued on schedule o)in…

Education
10
Pacific University

A diverse and sustainable learning community dedicated to discovery and excellence in teaching, scholarship and practice, pacific university inspires students to think, care, create and pursue justice in our world.

Education
11
President-Board of Trustees Santa Clara College

Scu is a catholic and jesuit institution that makes student learning its central focus, promotes faculty and staff learning in its various forms, and exhibits organizational learning.

Education
12
California Lutheran University

The mission of the university is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice.

Education

For reference, the grantee most central to the portfolio’s shape is Orange County Community Foundation and the most unlike its peers is Asante Sana. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyHealthcare Delivery Organiz…International Development A…Law Enforcement & Firefight…Supportive Housing & Servic…Youth Sports LeaguesHigher Education Foundations
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 32 years old; the field is 14. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number24%5%<5yr15%0%5–10yr20%18%10–20yr17%32%20–35yr11%18%35–55yr13%27%55yr+
THE FIELDby orgYOUR MONEYby value24%0%<5yr15%0%5–10yr20%2%10–20yr17%3%20–35yr11%22%35–55yr13%73%55yr+

The field is 24% startups (under 5 years old) — 5% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 3% lost their exemption, against 14% of the field you don’t fund.

orgs you fund
3%1/30
the rest of the field
14%
26,002/186,948

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

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

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 28 of the 51 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
26/28
Grantees still filing
19/28
Grew since you first funded

Where your money sits — by cause, then by grantee

CHAPMAN UNIVERSITY — $650,642 · EducationCHAPMAN UNIVERSITYJOHNS HOPKINS UNIVERSITY — $45,000 · EducationJOHNS HOPKINS UNIVERSITY+5 more — $21,900 · EducationHOAG HOSPITAL — $101,000 · OtherHOAG HOSPITALBOYS AND GIRLS CLUB OF STANTON — $59,100 · OtherBOYS AND GIRLS CLUB OF STA…ST JOHN THE BAPTIST CATHOLIC SCHOOL — $30,000 · OtherST JOHN THE BAPTIST CATHOL…JK MULLEN HIGH SCHOOL — $24,000 · OtherJK MULLEN HIGH SCHOOLVICTORY LACROSSE INC — $22,500 · OtherVICTORY LACROSSE INCIndividual grant recipient — $16,000 · OtherIndividual grant recipient+27 more — $27,701 · Other+27 moreHOAG HOSPITAL FOUNDATION — $150,000 · HealthHOAG HOSPITAL …+3 more — $8,710 · Health+3 moreTHE CDM FOUNDATION — $25,001 · Philanthropy+1 more — $500 · PhilanthropyCATERINAS CLUB — $5,500 · Human ServicesHuman Options Inc — $4,475 · Human ServicesCHALLENGED ATHLETES INC — $1,000 · Human ServicesTHE WILD ANIMAL SANCTUARY — $4,000 · AnimalsLONG BEACH POLICE FOUNDATION — $2,500 · Crime & Legal
Education$717,542Other$280,301Health$158,710Philanthropy$25,501Human Services$10,975Animals$4,000Crime & Legal$2,500

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetCHAPMAN UNIVERSITY — $650,642 over 9y, 0.0% of budgetHOAG HOSPITAL FOUNDATION — $150,000 over 3y, 0.0% of budgetBOYS AND GIRLS CLUB OF STANTON — $59,100 over 9y, 1.8% of budgetJOHNS HOPKINS UNIVERSITY — $45,000 over 3y, 0.0% of budgetTHE CDM FOUNDATION — $25,001 over 2y, 4.0% of budgetVICTORY LACROSSE INC — $22,500 over 3y, 1.0% of budgetPATRICK'S PURPOSE FOUNDATION — $10,500 over 4y, 2.1% of budgetCATERINAS CLUB — $5,500 over 2y, 0.2% of budgetDENVER SCHOLARSHIP FOUNDATION — $5,000 over 1y, 0.0% of budgetMontana State University Foundation Inc — $5,000 over 1y, 0.0% of budgetBOB WOODRUFF FAMILY FOUNDATION INC — $5,000 over 1y, 0.0% of budgetHuman Options Inc — $4,475 over 1y, 0.1% of budgetPROVIDENCE SPEECH AND HEARING CENTER — $3,460 over 2y, 0.0% of budgetASANTE SANA — $1,000 over 1y, 0.9% of budgetZETA TAU ALPHA FOUNDATION — $1,000 over 1y, 0.0% of budgetSLOW FOOD CO-DENVER — $1,000 over 1y, 0.2% of budgetNATIONAL CHARITY LEAGUE INC — $1,000 over 1y, 0.1% of budgetCHALLENGED ATHLETES INC — $1,000 over 1y, 0.0% of budgetORANGE COUNTY POLICE CANINE ASSOC — $720 over 2y, 0.2% of budgetBIG CANYON COUNTRY CLUB — $600 over 1y, 0.0% of budgetENVIRONMENTAL NATURE CENTER — $550 over 1y, 0.1% of budgetORANGE COUNTY COMMUNITY FOUNDATION — $500 over 1y, 0.0% of budgetMIKA Community Development Corporation — $500 over 1y, 0.2% of budgetARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY — $400 over 1y, 0.0% of budgetBLOOD CANCER UNITED INC — $250 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

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

  • Who funds CHAPMAN UNIVERSITY
  • Who funds HOAG HOSPITAL FOUNDATION
  • Who funds BOYS AND GIRLS CLUB OF STANTON
  • Who funds JOHNS HOPKINS UNIVERSITY
  • Who funds THE CDM FOUNDATION
  • Who funds VICTORY LACROSSE INC
  • Who funds PATRICK'S PURPOSE FOUNDATION
  • Who funds CATERINAS CLUB
  • Who funds DENVER SCHOLARSHIP FOUNDATION
  • Who funds Montana State University Foundation Inc
  • Who funds BOB WOODRUFF FAMILY FOUNDATION INC
  • Who funds Human Options Inc
  • Who funds THE WILD ANIMAL SANCTUARY
  • Who funds PROVIDENCE SPEECH AND HEARING CENTER
  • Who funds LONG BEACH POLICE FOUNDATION
  • Who funds ASANTE SANA
  • Who funds ZETA TAU ALPHA FOUNDATION
  • Who funds SLOW FOOD CO-DENVER
  • Who funds Summit Land Conservancy
  • Who funds NATIONAL CHARITY LEAGUE INC
  • Who funds CHALLENGED ATHLETES INC
  • Who funds ORANGE COUNTY POLICE CANINE ASSOC
  • Who funds BIG CANYON COUNTRY CLUB
  • Who funds ENVIRONMENTAL NATURE CENTER

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Orange County Community FoundationCA16.7× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Orange County Community Foundation · Argyros Family Foundation · Edwards Lifesciences Foundation · Charities Aid Foundation America · Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · American Endowment Foundation · American Online Giving Foundation Inc · Natl Christian Charitable Fdn Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Case Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 00%0%1%3%5%your share of their income ↑0%10%20%30%40%share of the org’s income from governmentmedian 12%
  • Johns Hopkins University12% of income from government
no gov moneyreceives it· size = income
0get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–40%
typical government reliance, FY2025

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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 51 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

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

Source object · view filing

More from the funding graph