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
60
+15.4% YoY
Avg Grant Size
$9K
-11.7% YoY
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
States
Cities
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
| 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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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