Shive-Hattery Group Charitable

Private foundation · Grantmaker Cedar Rapids, IA EIN: 81-0855336

Shive-Hattery Group Charitable is a private foundation, based in Cedar Rapids, IA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $598K in total assets. In 2025, it awarded 2 grants totaling $10K. Net investment income was $6K.

Shive-Hattery Group Charitable at a glance

In short: Shive-Hattery Group Charitable gave $10K across 2 grants in 2025 (avg $5K), mostly in Indiana. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$10,000
Grants made (2025)
2
Average grant
$5,000
Median grant
$5,000
Total assets
$598,272
+214.7% vs 2024
Primary geography
Indiana (50% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Shive-Hattery Group Charitable funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Uw-Platteville Foundation and Alumni Association: $5KUw-Platteville Foundation andAlumni Association$5K

The largest 2025 recipient was Uw-Platteville Foundation and Alumni Association ($5K).

Organizations only. It also paid 1 individual scholarship ($5,000), which are not listed by name.

Grant Size Distribution

129 grants across all recorded years

129<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 129 grants of 129 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

ValparaisoIowa CityCedar RapidsDes MoinesSouth BendDavenportMadisonChicagoAmesBettendorfWest Des MoinesAnkenyBloomingtonCoralvilleHammondMacombTucsonCrown PointLincolnMoline

How Shive-Hattery Group Charitable gives

  • Giving fell 90% from 2022 to 2025. Method
  • In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K29 grants2019 19 grants2020 44 grants2021 43 grants2022 40 grants2023 0 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $10K (2025) to $113K (2021). In 2025 it made 2 grants totaling $10K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
1 individual scholarship Recipients not named —$5,000
Uw-Platteville Foundation and Alumni Association Platteville, WIScholarships Support$5,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$598,272$419,864$11,706$10,0002$10,827$5,576$11,602
2024$190,114$40,262————$3,723$8,191
2023$149,852$120,250$88,840$87,35040$88,840—$6,684
2022$118,442$106,378$101,018$99,65843$101,018—$5,671
2021$113,082$111,935$114,468$113,22844$114,468—$4,939
2020$115,615$82,225$69,328$68,15819——$4,852
2019$102,718$119,725$93,335$92,22529——$3,950

Under IRS private-foundation payout rules, Shive-Hattery Group Charitable reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Shive-Hattery Group Charitable's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Jacob G. Young

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Jennifer Bennett

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: James A. Lee (2019–2020) — Director

Data from IRS Form 990 filings, 2019–2025. "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 Shive-Hattery Group Charitable

How much does Shive-Hattery Group Charitable give each year?

Shive-Hattery Group Charitable gave $10K across 2 grants in 2025, according to its 2025 IRS Form 990-PF.

How large is Shive-Hattery Group Charitable?

Shive-Hattery Group Charitable reported $598K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $12K (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.

Where does Shive-Hattery Group Charitable operate?

Shive-Hattery Group Charitable has awarded grants in Arizona, Iowa, Illinois, Indiana, Nebraska, Oklahoma, Wisconsin.

What is Shive-Hattery Group Charitable's EIN?

Shive-Hattery Group Charitable's EIN (Employer Identification Number) is 81-0855336. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 18, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 15, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 3, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 7, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Shive-Hattery Group Charitable'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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