Serena Foundation Inc.
Quick Facts
- EIN
- 272994814
- Location
- BURLINGTON, VT
- Category
- Philanthropy & Grantmaking
- Total Assets
- $48.9M
- Annual Income
- $3.7M
- IRS Ruling Year
- 2010
- Organization Type
- Corporation
- Principal Officer
- % Dinse Knapp & Mcandrew Pc
- Tax Deductibility
- Contributions are deductible
About This Foundation
Serena Foundation Inc. is a private corporation based in BURLINGTON, VT. The foundation received its IRS ruling in 2010. The principal officer is % Dinse Knapp & Mcandrew Pc. It holds total assets of $48.9M. Annual income is reported at $3.7M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$2.5M
Total Assets
$47.4M
Fair Market Value
$47.4M
Net Worth
$47.4M
Grants Paid
$2.1M
Contributions
$0
Net Investment Income
$661K
Distribution Amount
$2.2M
Total Giving by Year
Asset Growth
Investment Portfolio (2023)
Total: $6.4M
Expense Breakdown (2023)
Revenue Sources (2023)
- Capital Gains (Net)
- $428K
- Dividends
- $402K
- Interest
- $62K
- Other Income
- $36K
Financial Details (2023)
- Total Revenue
- $929K
- Total Expenses
- $2.5M
- Exempt Purpose Expenses
- $2.3M
- Required Distribution
- $2.2M
- Undistributed Income
- $0
- Total Liabilities
- $1
- Excise Tax
- $9K
Foundation Classification (2023)
Grantmaking Insights
Total Grants
5
Total Giving
$6.5M
Average Grant
$1.3M
Median Grant
$1.5M
Total Giving by Year
Grant Range
Openness to New Grantees (2023)
of 2023 grantees were first-time recipients
Geographic Distribution of Grants
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Fidelity Charitable Gift FundCHARITABLE (UNRESTRICTED) | Cincinnati, OH | $2.1M | 2023 |
| Fidelity Charitable Gift FundCHARITABLE (UNRESTRICTED) | Cincinnati, OH | $1.5M | 2021 |
| Fidelity Charitable Gift FundCHARITABLE (UNRESTRICTED) | Cincinnati, OH | $600K | 2021 |
| Fidelity Charitable Gift FundCHARITABLE (UNRESTRICTED) (SEE STATEMENT 15) | Cincinnati, OH | $414K | 2021 |
| Fidelity Charitable Gift FundCHARITABLE (UNRESTRICTED) | Cincinnati, OH | $1.9M | 2020 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
See Similar Foundations
Gates Foundation
SEATTLE, WA
Gates Foundation Trust
KIRKLAND, WA
Ford Foundation
NEW YORK, NY
William & Flora Hewlett Foundation
MENLO PARK, CA
Robert Wood Johnson Foundation
PRINCETON, NJ
J Paul Getty Trust
LOS ANGELES, CA
More Foundations in Vermont
Concrete Foundation Inc.
CRAFTSBURY CM, VT
Three Thirty Three Foundation Inc.
STOWE, VT
Jules Olitski Art Foundation Inc.
MARLBORO, VT