Serr Charitable Action Tr Uw 09242002
- Assets
- $31.7m
- Revenue
- $22.3m
- Investments
- $29.3m
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 10/2003
- Data as of
- 12/2021
- EIN
- 36-7391628
Organization Overview
Serr Charitable Action Tr Uw 09242002 is located in Chicago, IL. The organization was established in 2003. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Serr Charitable Action Tr Uw 09242002 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 12/2021, Serr Charitable Action Tr Uw 09242002 generated $22.3m in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 12.3% each year . All expenses for the organization totaled $2.3m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Serr Charitable Action Tr Uw 09242002 has awarded 13 individual grants totaling $3,153,489. 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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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $15,022,536 |
| Interest on Savings | $0 |
| Dividends & Interest | $589,395 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $6,650,321 |
| Capital Gain Net Income | $6,650,321 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $43,797 |
| Total Revenue | $22,306,049 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $115,214 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $104,862 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $15 |
| Total operating and administrative expenses | $400,168 |
| Contributions, gifts, grants paid | $1,901,074 |
| Total expenses and disbursements | $2,301,242 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,422,995 |
| 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 | $31,727,447 |
| 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, Serr Charitable Action Tr Uw 09242002 has awarded $1,901,074 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
ORANGE COUNTY PURPOSE: CULTURAL VISION FUND | $826,000 |
Chicago, IL PURPOSE: VISION FUND | $372,074 |
UTAH CLEAN ENERGY PURPOSE: A.H.E. CULTURAL INITIATIVE | $350,000 |
SOUTHERN UTAH WILDERNESS ALLIANCE PURPOSE: GENERAL | $150,000 |
HEAL UTAH PURPOSE: GENERAL | $120,000 |
Salt Lake City, UT PURPOSE: GENERAL | $58,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Ed Uihlein Family Foundation Lake Forest, IL | $7,123,989 | $4,757,675 |
Joseph L & Sarah S Marcum Foundation Chicago, IL | $0 | $6,419,437 |
Kraft Heinz Company Foundation Chicago, IL | $398,764 | $8,002,636 |
State Farm Companies Foundation Bloomington, IL | $9,666,483 | $1,134 |
Bayer Fund St Louis, MO | $65,640,119 | $9,167,249 |
Marie C & Joseph C Wilson Foundation Chicago, IL | $0 | $53,412 |
Humana Foundation Inc Louisville, KY | $467,311,073 | $9,744,567 |
Alphawood Foundation Chicago, IL | $96,386,448 | $15,256,055 |
Steans Family Foundation Chicago, IL | $0 | $20,140,801 |
Reiman Foundation Inc Pewaukee, WI | $64,480,239 | $12,529,672 |
Roger And Susan Stone Family Foundation Northbrook, IL | $23,476,805 | $8,385,528 |
Galashiels Fund Ltd Northbrook, IL | $154,593,436 | $48,314,988 |