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Nonprofit · EIN 52-2274633

THE CHARLES & CHRISTINE SHIVERY FOUNDATION

Also known as SHIVERY CHARLES W TTEE

Tax-exempt · LONGBOAT KEY, FL 34228

Financials

$1.3M$401K2023$1.3M$372K2024$1.7M$595K2025
Revenue Expenses · by fiscal year end
Financials of THE CHARLES & CHRISTINE SHIVERY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,703,011$595,303$1,107,708$5,940,841$0$5,940,841
December 31, 2024990-PF$1,300,270$372,436$927,834$5,168,029$0$5,168,029
December 31, 2023990-PF$1,281,611$400,700$880,911$4,706,612$0$4,706,612
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$909,076
Dividends
$202,288
Interest
$7,887
Net gain from sales of assets
$583,760

Expenses

Grants and similar amounts paid
$518,000
Disbursements for charitable purposes
$521,412
Excise tax on investment income
$10,148

Balance sheet and other

Total assets, start of year
$5,168,029
Total assets, end of year
$5,940,841
Total liabilities, end of year
$0
Net assets, end of year
$5,940,841
Fair market value of assets
$13,426,600
Qualifying distributions
$521,412
Net investment income
$793,935

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CHARLES SHIVERY
675 LONGBOAT CLUB RD UNIT 29A, LONGBOAT KEY, FL 34228
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
CHARLES SHIVERY
675 LONGBOAT CLUB RD UNIT 29A, LONGBOAT KEY, FL 34228
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CHARLES SHIVERY
675 LONGBOAT CLUB RD UNIT 29A, LONGBOAT KEY, FL 34228
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
675 LONGBOAT CLUB RD, LONGBOAT KEY, FL 34228-3869
Signed the 990-PF
CHARLES SHIVERY, TRUSTEE
Phone
(941) 993-1184
Return prepared by
PALMER LATKO LEDAS PAGE LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
52-2274633
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2001
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Unknown (Z99)
Assets (IRS master file)
$5,940,841
Income (IRS master file)
$2,231,216

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,703,011$595,303$5,940,841XML
990-PFDecember 2024$1,300,270$372,436$5,168,029XML
990-PFDecember 2023$1,281,611$400,700$4,706,612XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-2274633).

Questions about THE CHARLES & CHRISTINE SHIVERY FOUNDATION

What is the EIN of THE CHARLES & CHRISTINE SHIVERY FOUNDATION?
The employer identification number (EIN) of THE CHARLES & CHRISTINE SHIVERY FOUNDATION is 52-2274633.
Is THE CHARLES & CHRISTINE SHIVERY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to THE CHARLES & CHRISTINE SHIVERY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE CHARLES & CHRISTINE SHIVERY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE CHARLES & CHRISTINE SHIVERY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE CHARLES & CHRISTINE SHIVERY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE CHARLES & CHRISTINE SHIVERY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does THE CHARLES & CHRISTINE SHIVERY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,703,011, expenses of $595,303 and total assets of $5,940,841 at year end.

Other nonprofits in LONGBOAT KEY

All nonprofits in LONGBOAT KEY · Florida · Unknown