The Charles & Christine Shivery Foundation
- Assets
- $4.7m
- Revenue
- $1.3m
- Investments
- $4.1m
- Employees
- 0
- Location
- Longboat Key, FL
- Founding
- 12/2001
- Data as of
- 12/2023
- EIN
- 52-2274633
Organization Overview
The Charles & Christine Shivery Foundation is located in Longboat Key, FL. The organization was established in 2001. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Charles & Christine Shivery Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Charles & Christine Shivery Foundation generated $1.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 8.9% each year. All expenses for the organization totaled $400.7k during the year ending 12/2023. While expenses have increased by 18.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Charles & Christine Shivery Foundation has awarded 34 individual grants totaling $1,334,832. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Charles Shivery Trustee | 0 | $0 | |
Christine Shivery Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $878,381 |
| Interest on Savings | $7,889 |
| Dividends & Interest | $154,819 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $240,522 |
| Capital Gain Net Income | $240,522 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,281,611 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,320 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $32,948 |
| Total operating and administrative expenses | $36,868 |
| Contributions, gifts, grants paid | $363,832 |
| Total expenses and disbursements | $400,700 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,056 |
| Savings and temporary cash investments | $600,378 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,706,612 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Charles & Christine Shivery Foundation has awarded $363,832 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
FIDELITY GUIDE DOG FOUNDATION PURPOSE: GENERAL PURPOSES | $1,000 |
UNIVERSITY OF BALTIMORE FD PURPOSE: ANNUAL CAMPAIGN | $1,000 |
MAKE A WISH SOUTHERN FLORIDA PURPOSE: GENERAL PURPOSES | $2,000 |
OUR COMPANIONS PURPOSE: GENERAL PURPOSES | $50,000 |
SHORE RIVERS PURPOSE: GENERAL PURPOSES | $1,000 |
NEW BRITIAN MUSEUM OF ART PURPOSE: GENERAL PURPOSES | $1,000 |