Sec Charitable Corporation

NAPLES, FL EIN: 31-1529509

SEC Charitable Corporation is a private foundation established in 1997 and based in Naples, Florida. The organization is a 501(c)(3) tax-exempt entity with no employees.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.4M

-0.2% YoY

Annual Giving

$550K

+1.9% YoY

Grant Count

+15.4% YoY

Avg Grant Size

$9K

-11.7% YoY

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 April 2026.

Mission & Focus Areas

The foundation primarily funds charitable works across three main focus areas:

Education
Philanthropy, Voluntarism & Grantmaking
Human Services

Grantmaking

The foundation distributed $454,600 across 38 grants in 2023, with additional grants made to various organizations supporting charitable works.

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

Ohio
Montana
Michigan

Grant Distribution by State

Ohio $1.7M (71%)

Montana $432K (18%)

Michigan $122K (5%)

District of Columbia $51K (2%)

Kentucky $20K (1%)

California $16K (1%)

Florida $15K (1%)

Indiana $15K (1%)

+7 more states

States

California Colorado Connecticut District of Columbia Florida Iowa Illinois Indiana Kentucky Maryland Michigan Montana New York Ohio Washington

Cities

Blue AshBooneBoulderBozemanCharlevoixCincinnatiColumbusCovingtonDurangoEmpireFayettevillFayettevilleHagerstownHelenaHungry HorseIndianapolisInterlochenKalamazooLelandLiberty Township

Financial History

Multi-year comparison from IRS filings

As of Most Recent Filing (2023-2024):

Total Assets: $7,393,708–$7,407,195
Total Annual Giving: $550,000
Total Revenues (2023): $405,553
Total Expenses (2023): $592,224
Investment Income and Dividends (2023): $309,023

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$7,393,708	$7,407,195	$7,688,866
Revenue	$414,332	$405,553	$32,289
Expenses	$608,569	$592,224	$440,630
Qualifying Distributions	$553,250	$543,000	$369,200
Net Investment Income	$359,213	$366,492	$217,233
Distributable Amount	$625,997	$551,361	$547,897

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

206 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cincinnati Parks Foundation ($25,000), Drumlummon Institute ($25,000), Cincinnati Squash Academy ($20,000).

Recipient	Purpose	Amount
AMERICAN REDCROSS - WESTERN NORTH CAROLINA CHAPTER BOONE, IA	TO FURTHER CHARITABLE WORKS	$10,000
ANOVA CENTER FOR EDUCATION SANTA ROSA, CA	TO FURTHER CHARITABLE WORKS	$15,000
BE CONCERNED PANTRY COVINGTON, KY	TO FURTHER CHARITABLE WORKS	$10,000
BIRDIELIGHT COLUMBUS, OH	TO FURTHER CHARITABLE WORKS	$5,000
BOB MARSHALL WILDERNESS FOUNDATION HUNGRY HORSE, MT	TO FURTHER CHARITABLE WORKS	$10,000
CHATFIELD EDGE FAYETTEVILLE, OH	TO FURTHER CHARITABLE WORKS	$15,000
CHEMO-UNITY CINCINNATI, OH	TO FURTHER CHARITABLE WORKS	$10,000
CINCINNATI ART MUSEUM CINCINNATI, OH	TO FURTHER CHARITABLE WORKS	$5,000
CINCINNATI NATURE CENTER MILFORD, OH	TO FURTHER CHARITABLE WORKS	$5,000
CINCINNATI PARKS FOUNDATION CINCINNATI, OH	TO FURTHER CHARITABLE WORKS	$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ANNE CASTLEBERRY	TRUSTEE, PRESIDENT	—	—
ELIZABETH DRISCOLL	TRUSTEE, TREASURER	—	—
KELLY CASTLEBERRY	TRUSTEE	—	—
CHRISTINE CASTLEBERRY LIPPERT	TRUSTEE	—	—

Contact Information

Address: 5720 Highbourne Drive, Naples, FL 34113-8390

Phone: 513-307-9039

EIN: 31-1529509

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Sec Charitable Corporation fund?

The foundation primarily funds charitable works across three main focus areas: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services

How do I apply for a grant from Sec Charitable Corporation?

**Grant Activity:** • Made 38 grants in 2023, totaling $550,000 • Typical award range: $400–$89,500 • Recent notable grants include: • Summit Country Day School: $89,500 • Raptor View Research Institute: $25,000 • Operation Ramp It Up for Veterans: $25,000 **Grant Distribution:** The foundation distributed $454,600 across 38 grants in 2023, with additional grants made to various organizations supporting charitable works.

Where does Sec Charitable Corporation make grants?

The foundation primarily funds organizations in: • Ohio • Montana • Michigan

What size grants does Sec Charitable Corporation award?

In 2024, Sec Charitable Corporation awarded 60 grants totaling $550K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Sec Charitable Corporation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sec Charitable Corporation reported a distributable amount of $626K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.