The Charles & Christine Shivery Foundation
- Assets
- $4.3m
- Revenue
- $528.3k
- Investments
- $3.6m
- Employees
- 0
- Location
- Longboat Key, FL
- Founding
- 12/2001
- Data as of
- 12/2022
- 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 12/2022, Charles & Christine Shivery Foundation generated $528.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (10.4%) each year. All expenses for the organization totaled $374.7k during the year ending 12/2022. 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 $1,343,000. 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 | $604,400 |
| Interest on Savings | $3,301 |
| Dividends & Interest | $118,649 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$198,065 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $528,285 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $25,512 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $34,987 |
| Total operating and administrative expenses | $62,699 |
| Contributions, gifts, grants paid | $312,000 |
| Total expenses and disbursements | $374,699 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $12,654 |
| Savings and temporary cash investments | $650,188 |
| 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 | $4,293,550 |
| 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 $312,000 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
BANK OF AMERICA CHARITABLE GIFT FUN PURPOSE: GENERAL PURPOSES | $300,000 |
Chestertown, MD PURPOSE: GENERAL PURPOSES | $5,000 |
MAKE A WISH SOUTHERN FLORIDA PURPOSE: GENERAL PURPOSES | $2,000 |
Bloomfield, CT PURPOSE: GENERAL PURPOSES | $1,000 |
Kanab, UT PURPOSE: GENERAL PURPOSES | $1,000 |
Sarasota, FL PURPOSE: GENERAL PURPOSES | $1,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jaeb Center For Health Research Inc Tampa, FL | $6,686,378 | $30,945,662 |
Sterling Co Gadsden, AL | $10,506,531 | $30,737,112 |
Operation Hope Inc Atlanta, GA | $42,513,861 | $45,427,739 |
Academy For Classical Education Inc Macon, GA | $50,470,204 | $22,703,116 |
Big Bend Hospice Inc Tallahassee, FL | $18,913,144 | $24,736,579 |
Second Wind Programs Inc Birmingham, AL | $5,585,002 | $12,560,505 |
New Mission Systems Inc Ft Myers, FL | $7,483,097 | $11,126,012 |
Deerwood Country Club Inc Jacksonville, FL | $10,155,508 | $6,981,612 |
Archbold Expeditions Inc Venus, FL | $92,397,695 | $5,182,964 |
Reach Up Inc Tampa, FL | $1,690,303 | $4,995,945 |
Reading Edge Academy Inc Debary, FL | $6,200,470 | $4,846,330 |
Deus Spes Mea Foundation Inc Miami, FL | $23,770,835 | $1,843,877 |