Shive-Hattery Group Charitable
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
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
The most common grant size was under $50K: 129 grants of 129 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
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
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
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $5,000 |
| Uw-Platteville Foundation and Alumni Association Platteville, WI | Scholarships Support | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $598,272 | $419,864 | $11,706 | $10,000 | 2 | $10,827 | $5,576 | $11,602 |
| 2024 | $190,114 | $40,262 | — | — | — | — | $3,723 | $8,191 |
| 2023 | $149,852 | $120,250 | $88,840 | $87,350 | 40 | $88,840 | — | $6,684 |
| 2022 | $118,442 | $106,378 | $101,018 | $99,658 | 43 | $101,018 | — | $5,671 |
| 2021 | $113,082 | $111,935 | $114,468 | $113,228 | 44 | $114,468 | — | $4,939 |
| 2020 | $115,615 | $82,225 | $69,328 | $68,158 | 19 | — | — | $4,852 |
| 2019 | $102,718 | $119,725 | $93,335 | $92,225 | 29 | — | — | $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
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 18, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 7, 2026)
- IRS filings on file for fiscal years 2019–2025
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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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