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Also known as: FOUNDATION
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The Charles & Christine Shivery Foundation is a private trust based in LONGBOAT KEY, FL. The foundation received its IRS ruling in 2001. It holds total assets of $5.9M. Annual income is reported at $2.2M. Total assets have grown from $158K in 2011 to $4.7M in 2023. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. Funding is distributed across 5 states, including Florida, Maryland, Utah. According to available records, The Charles & Christine Shivery Foundation has made 28 grants totaling $1.2M, with a median grant of $1K. Annual giving has grown from $186K in 2020 to $364K in 2023. Grantmaking activity was highest in 2022 with $624K distributed across 16 grants. Individual grants have ranged from $1K to $307K, with an average award of $42K. The foundation has supported 16 unique organizations. The foundation primarily supports organizations in Massachusetts, New York, Florida, which account for 39% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$1K
Average Grant
$39K
Largest Grant
$300K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
The Charles & Christine Shivery Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 28 grants. Its grantmaking reaches organizations primarily in MA, NY, FL.
The Charles & Christine Shivery Foundation has distributed a total of $1.2M across 28 grants. The median grant size is $1K, with an average of $42K. Individual grants have ranged from $1K to $307K.
The Charles & Christine Shivery Foundation typically selects its grantees rather than accepting unsolicited proposals.
The Charles & Christine Shivery Foundation is headquartered in LONGBOAT KEY, FL. While based in FL, the foundation distributes grants to organizations across 6 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Charles Shivery | TRUSTEE | $0 | $0 | N/A |
Total Giving
$401K
Total Assets
$4.7M
Fair Market Value
$8.7M
Net Worth
$4.7M
Grants Paid
$364K
Contributions
$878K
Net Investment Income
$368K
Distribution Amount
$360K
Total: $4.1M
Total Grants
28
Total Giving
$1.2M
Average Grant
$42K
Median Grant
$1K
Unique Recipients
16
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Ms Global Impact Funding TrustGENERAL PURPOSES | New York, NY | $307K | 2023 |
| Our CompanionsGENERAL PURPOSES | Hartford, CT | $50K | 2023 |
| Make A Wish Southern FloridaGENERAL PURPOSES | Fort Lauderale, FL | $2K | 2023 |
| Ct Science CenterGENERAL PURPOSES | Hartford, CT | $1K | 2023 |
| University Of Baltimore FdANNUAL CAMPAIGN | Baltimore, MD | $1K | 2023 |
| Shore RiversGENERAL PURPOSES | Easton, MD | $1K | 2023 |
| Fidelity Guide Dog FoundationGENERAL PURPOSES | Bloomfield, CT | $1K | 2023 |
| New Britian Museum Of ArtGENERAL PURPOSES | New Britian, CT | $1K | 2023 |
| Bank Of America Charitable Gift FunGENERAL PURPOSES | Boston, MA | $300K | 2022 |
| United Way Of Kent CountyGENERAL PURPOSES | Chestertown, MD | $5K | 2022 |
| Best Friends Animal SocietyGENERAL PURPOSES | Kanab, UT | $1K | 2022 |
| The Florida Center For Early ChildhGENERAL PURPOSES | Sarasota, FL | $1K | 2022 |
| Safe Place & Rape Crisis SarsotaGENERAL PURPOSES | Sarsota, FL | $1K | 2022 |
| Sarasota Memorial Healthcare FoundaCAPITAL CAMPAIGN | Sarasota, FL | $125K | 2020 |
| Pecometh Camp & Retreat MinistriesGENERAL FUND | Centerville, MD | $35K | 2020 |
| Rock Hall Volunteer FireGENERAL | Rock Hall, MD | $1K | 2020 |