Sec Charitable Corporation
SEC Charitable Corporation is a private foundation based in Naples, Florida. It made 60 grants totaling $550,000 in 2024 to preselected charitable organizations.
Sec Charitable Corporation at a glance
In short: Sec Charitable Corporation gave $550K across 60 grants in 2024 (avg $9K), mostly in Ohio. 47% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $550,000
- +1.9% vs 2023
- Grants made (2024)
- 60
- +15.4% vs 2023
- Average grant
- $9,167
- -11.7% vs 2023
- Median grant
- $5,000
- Total assets
- $7,393,708
- -0.2% vs 2023
- New grantees (estimate)
- 47% first-time grantees (28 of 60, 2024)
- Primary geography
- Ohio (52% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Sec Charitable Corporation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 5720 Highbourne Drive, Naples, FL 34113
Phone: (513) 307-9039
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Sec Charitable Corporation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Summit Country Day School ($75K). Together the top 10 received $250K.
Grant Size Distribution
218 grants across all recorded years
The most common grant size was under $50K: 210 grants of 218 (96%).
Geographic Focus
Where this funder awards grants
In 2024, Ohio received 52% of grant dollars, Montana 20%, Michigan 10%, Florida 4%, and Washington, DC 4%.
Grant Distribution by State
Share of 2024 grant dollars across all 60 itemized grants.
States
Cities
Is Sec Charitable Corporation open to new grantees?
47%
first-time grantees, 2024
In 2024, 28 of 60 grantees (47%) were first-time recipients. First grants averaged $5K; repeat grants $12K. How we count
Medians: $5K first-time, $10K repeat.
- 50% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−7%). Method
- In 2024 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $367K (2022) to $589K (2021). In 2024 it made 60 grants totaling $550K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Summit Country Day School Cincinnati, OH | To Further Charitable Works | $75,000 |
| Cincinnati Parks Foundation Cincinnati, OH | To Further Charitable Works | $25,000 |
| Drumlummon Institute Helena, MT | To Further Charitable Works | $25,000 |
| Cincinnati Squash Academy Cincinnati, OH | To Further Charitable Works | $20,000 |
| OSA Conservation Washington, DC | To Further Charitable Works | $20,000 |
| Raptor Inc Cincinnati, OH | To Further Charitable Works | $20,000 |
| Raptor View Research Missoula, MT | To Further Charitable Works | $20,000 |
| Anova Center for Education Santa Rosa, CA | To Further Charitable Works | $15,000 |
| Chatfield Edge Fayetteville, OH | To Further Charitable Works | $15,000 |
| Pro Seniors Inc Cincinnati, OH | To Further Charitable Works | $15,000 |
Ready to take the next step with Sec Charitable Corporation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $7,393,708 | $414,332 | $608,569 | $550,000 | 60 | $553,250 | $359,213 | $625,997 |
| 2023 | $7,407,195 | $405,553 | $592,224 | $540,000 | 52 | $543,000 | $366,492 | $551,361 |
| 2022 | $7,688,866 | $32,289 | $440,630 | $366,500 | 38 | $369,200 | $217,233 | $547,897 |
| 2021 | $7,935,957 | $1,072,930 | $639,976 | $589,000 | 32 | $592,200 | $1,022,154 | $591,294 |
| 2020 | $7,503,003 | $-1,206,714 | $608,868 | $555,000 | 36 | — | $160,490 | $482,541 |
Under IRS private-foundation payout rules, Sec Charitable Corporation reported a distributable amount of $626K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants supported organizations with varied missions. For example, Cincinnati Parks Foundation describes its mission as building public/private partnerships to conserve and enhance city parks and greenspaces; Pro Seniors Inc says it helps older Ohioans prevent and resolve legal and long-term care problems and fight Medicare fraud. Greater Yellowstone Coalition says it works to protect the lands, waters, and wildlife of the Greater Yellowstone ecosystem, while Ecology Project International says it inspires youth with nature and empowers them with science.
Other 2024 grantees included organizations focused on neighborhood revitalization, conserving Leelanau County’s natural character, and protecting and supporting people affected by domestic and sexual violence.
Grantmaking
In 2024, the foundation made 60 grants totaling $550,000. Grant amounts ranged from $1,000 to $75,000, with a median of $5,000. The largest listed award was $75,000 to Summit Country Day School. Other notable grants included $25,000 each to Cincinnati Parks Foundation and DrumLummon Institute, and $20,000 each to Cincinnati Squash Academy, OSA Conservation, Raptor Inc, and Raptor View Research.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Anne Castleberry as trustee and president; Elizabeth Driscoll as trustee and treasurer; and Kelly Castleberry and Christine Castleberry Lippert as trustees.
Sec Charitable Corporation is led by Anne Pund Castleberry, Trustee & President since 2021 (on filings since 2020); none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Anne Pund Castleberry
Trustee & President
Trustee → Trustee & President, 2021
On filings since 2020
No compensation reported
Christine Castleberry Lippert
Trustee
On filings since 2020
No compensation reported
Elizabeth Driscoll
Trustee & Treasurer
Trustee → Trustee & Treasurer, 2021
On filings since 2020
No compensation reported
Kelly Castleberry
Trustee
On filings since 2020
No compensation reported
Former officers (1)
- Former: Edward F. Castleberry (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Sec Charitable Corporation
How much does Sec Charitable Corporation give each year?
Sec Charitable Corporation gave $550K across 60 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $540K across 52 grants.
What is Sec Charitable Corporation's typical grant size?
Sec Charitable Corporation's median grant in 2024 was $5,000, and its average grant was $9,167, across 60 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Sec Charitable Corporation that year got $5K on average.
Where does Sec Charitable Corporation give grants?
Sec Charitable Corporation gives mostly in Ohio: 52% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Montana (20%) and Michigan (10%). The most frequent recipient cities were Cincinnati, OH (20 grants), Missoula, MT (5 grants), Naples, FL (4 grants) and Traverse City, MI (3 grants).
Does Sec Charitable Corporation give general operating support?
Not in 2024: none of the 60 grants with a stated purpose on Sec Charitable Corporation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Further Charitable Works" (60 grants).
Who are Sec Charitable Corporation's largest grantees?
Sec Charitable Corporation's largest 2024 grantees include Summit Country Day School ($75,000), Cincinnati Parks Foundation ($25,000) and Drumlummon Institute ($25,000), according to its 2024 IRS Form 990-PF. Together they received 23% of its itemized 2024 grant dollars.
How large is Sec Charitable Corporation?
Sec Charitable Corporation reported $7.4M in total assets on its 2024 IRS Form 990-PF. It paid out $553K in qualifying distributions that year, against a required minimum of $626K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Sec Charitable Corporation fund?
No mission statement for the foundation is provided. Its grants supported organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from Sec Charitable Corporation?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Sec Charitable Corporation's EIN?
Sec Charitable Corporation's EIN (Employer Identification Number) is 31-1529509. IRS Form 990 filing data is available on this page for 2020–2024.
Does Sec Charitable Corporation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Sec Charitable Corporation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/sec-charitable-corporation-morg_ae6439ac701b42fabd7e1e20063f92c0
BibTeX
@misc{grantable_311529509_2026,
author = {{Grantable}},
title = {{Sec Charitable Corporation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/sec-charitable-corporation-morg_ae6439ac701b42fabd7e1e20063f92c0},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Sec Charitable Corporation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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