The Charles & Christine Shivery

LONGBOAT KEY, FL EIN: 52-2274633

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

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

6states

Cities

AshfordBaltimoreBloomfieldBostonCentervilleChestertownEarlevilleEastonFort LauderaleHartfordKanabNew BritianNew YorkRock HallSalt LakeSarasotaSarsota

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M20202021202220232024
Metric202420232022
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

$0$91K$182K$273K$364K4 grants20205 grants20218 grants20228 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

HACK'S POINT FIRE COMPANY$200KOUR COMPANIONS$125KNEW BRITIAN MUSEUM OF ART$1K

Grant Size Distribution

28 grants across all recorded years

21<$50K1$50–100K4$100–250K2$250–500K$500K–1M$1–5M$5M+

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

NameTitleHoursCompensation
CHARLES SHIVERYTRUSTEE

Related Funders

Similar funders by location and focus area

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

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