//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Serr Charitable Action Trust Uw 09242002 is a private corporation based in CHICAGO, IL. The foundation received its IRS ruling in 2003. The principal officer is Northern Trust Bank Of Ca Na. It holds total assets of $37.8M. Annual income is reported at $47.4M. Total assets have grown from $2M in 2011 to $20.5M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Funding is distributed across 4 states, including Utah, California, Illinois. According to available records, Serr Charitable Action Trust Uw 09242002 has made 25 grants totaling $27M, with a median grant of $250K. Annual giving has grown from $1.3M in 2020 to $13.3M in 2023. Individual grants have ranged from $50K to $12.2M, with an average award of $1.1M. The foundation has supported 10 unique organizations. The foundation primarily supports organizations in Illinois, Utah, California, which account for 88% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$75K
Median Grant
$232K
Average Grant
$209K
Largest Grant
$264K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Serr Charitable Action Trust Uw 09242002 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 25 grants. Its grantmaking reaches organizations primarily in IL, UT, CA.
Serr Charitable Action Trust Uw 09242002 has distributed a total of $27M across 25 grants. The median grant size is $250K, with an average of $1.1M. Individual grants have ranged from $50K to $12.2M.
Serr Charitable Action Trust Uw 09242002 typically selects its grantees rather than accepting unsolicited proposals.
Serr Charitable Action Trust Uw 09242002 is headquartered in CHICAGO, IL. While based in IL, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Northern Trust Company | TRUSTEE | $103K | $0 | $103K |
Total Giving
$13.6M
Total Assets
$20.5M
Fair Market Value
$30.8M
Net Worth
$20.5M
Grants Paid
$13.3M
Contributions
N/A
Net Investment Income
$1.5M
Distribution Amount
$1.5M
Total: $20M
Total Grants
25
Total Giving
$27M
Average Grant
$1.1M
Median Grant
$250K
Unique Recipients
10
Most Common Grant
$250K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Orange CountyCULTURAL VISION FUND | Newport Beach Ca, CA | $500K | 2023 |
| The Chicago Community FoundationVISION FUND | Chicago, IL | $12.2M | 2023 |
| Utah Clean EnergyTO BUILD THE CLIMATE INNOV | Salt Lake City, UT | $500K | 2023 |
| Utah Rivers CouncilGENERAL | Sandy, UT | $100K | 2023 |
| Scenic UtahTO REDUCE OR ELIMINATE SIGN | Salt Lake City, UT | $50K | 2023 |
| The Grand Canyon TrustGENERAL | Flagstaff, AZ | $250K | 2022 |
| Utah Symphony Utah OperaGENERAL | Salt Lake City, UT | $250K | 2022 |
| Salt Lake Film SocietyGENERAL | Salt Lake City, UT | $150K | 2022 |
| Heal UtahGENERAL | Salt Lake City, UT | $120K | 2022 |
| Utah Open LandsFRONT & SUMMIT COUNTIES | Salt Lake, UT | $71K | 2022 |