The Charles & Christine Shivery
The Charles & Christine Shivery is a private foundation, based in LONGBOAT KEY, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.2M in total assets. In 2024, it awarded 3 grants totaling $326K. Net investment income was $297K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.2M
+9.8% YoY
Annual Giving
$326K
-10.4% YoY
Grant Count
3
-62.5% YoY
Avg Grant Size
$109K
+138.9% YoY
Under IRS private-foundation payout rules, The Charles & Christine Shivery reported a distributable amount of $500K for 2024 — the minimum it must pay out in qualifying distributions.
About The Charles & Christine Shivery
Based on IRS filings
The Charles & Christine Shivery is a private foundation, based in LONGBOAT KEY, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.2M in total assets. In 2024, it awarded 3 grants totaling $326K. Net investment income was $297K.
Ready to take the next step with The Charles & Christine Shivery?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,168,029 | $4,706,612 | $4,293,550 |
| Revenue | $1,300,270 | $1,281,611 | $528,285 |
| Expenses | $372,436 | $400,700 | $374,699 |
| Qualifying Distributions | $327,600 | $365,132 | $313,100 |
| Net Investment Income | $296,843 | $367,662 | $84,850 |
| Distributable Amount | $499,670 | $360,057 | $347,480 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Hack's Point Fire Company ($200,000), Our Companions ($125,000), New Britian Museum of Art ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| OUR COMPANIONS HARTFORD, CT | GENERAL PURPOSES | $125,000 |
| NEW BRITIAN MUSEUM OF ART NEW BRITIAN, CT | GENERAL PURPOSES | $1,000 |
| HACK'S POINT FIRE COMPANY EARLEVILLE, MD | PURCHASE OF AMBULANCE | $200,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLES SHIVERY | TRUSTEE | — | — |
Frequently Asked Questions
How large is The Charles & Christine Shivery?
As of 2024, The Charles & Christine Shivery holds $5.2M in total assets with $1.3M in annual revenue. It awarded 3 grants totaling $326K in 2024.
Where does The Charles & Christine Shivery operate?
The Charles & Christine Shivery has awarded grants in Connecticut, Florida, Massachusetts, Maryland, New York, Utah.
What size grants does The Charles & Christine Shivery award?
In 2024, The Charles & Christine Shivery awarded 3 grants totaling $326K — an average of about $109K per grant, based on its IRS Form 990 filings.
How much is The Charles & Christine Shivery required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Charles & Christine Shivery reported a distributable amount of $500K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Charles & Christine Shivery's EIN?
The Charles & Christine Shivery's EIN (Employer Identification Number) is 52-2274633. IRS Form 990 filing data is available on this page for 2020–2024.
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Browse active grant opportunities in The Charles & Christine Shivery's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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