//
Also known as: WELLS FARGO BANK NA IFS FID TAX SERV
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Thelma J Serr Charitable Trust is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 2001. The principal officer is Wells Fargo Bank Sd Na. It holds total assets of $568K. Annual income is reported at $253K. 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 2016 to 2023. The foundation primarily funds organizations in South Dakota and Iowa. According to available records, Thelma J Serr Charitable Trust has made 12 grants totaling $91K, with a median grant of $6K. The foundation has distributed between $26K and $35K annually from 2020 to 2022. Grantmaking activity was highest in 2021 with $35K distributed across 4 grants. Individual grants have ranged from $3K to $18K, with an average award of $8K. The foundation has supported 4 unique organizations. Grants have been distributed to organizations in South Dakota and Iowa. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$5K
Average Grant
$7K
Largest Grant
$13K
Based on 4 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.
Thelma J Serr Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in SD, IA.
Thelma J Serr Charitable Trust has distributed a total of $91K across 12 grants. The median grant size is $6K, with an average of $8K. Individual grants have ranged from $3K to $18K.
Thelma J Serr Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Thelma J Serr Charitable Trust is headquartered in SAINT LOUIS, MO. While based in MO, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank Sd Na | TRUSTEE | $10K | $0 | $10K |
Total Giving
$41K
Total Assets
$575K
Fair Market Value
$623K
Net Worth
$575K
Grants Paid
$30K
Contributions
N/A
Net Investment Income
$9K
Distribution Amount
$30K
Total: $525K
Total Grants
12
Total Giving
$91K
Average Grant
$8K
Median Grant
$6K
Unique Recipients
4
Most Common Grant
$7K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Childrens Home SocietyCHARITABLE | Sioux Falls, SD | $15K | 2022 |
| Arlington Methodist ChurchCHARITABLE | Arlington, SD | $6K | 2022 |
| Crittenton CenterCHARITABLE | Sioux City, IA | $6K | 2022 |
| Nunda Lutheran ChurchCHARITABLE | Nunda, SD | $3K | 2022 |