Serena Foundation Inc
EIN 272994814 Private FoundationTotal Given 2020–2024
$11.6M
7 grants · $2.3M avg/year
based on 5 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$1.9M
typical big bets · $1.1M–$2.2M
grant size
100%
deep partner · 1/1 multi-year
repeat
$48.9M
Assets (2024)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(802) 864-5751
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $42.7M | $1.5M | N/A |
| 2020 | $1.9M | $48.6M | $3.2M | 1 |
| 2021 | $2.5M | $55.8M | $4.0M | 3 |
| 2022 | $2.3M | $42.5M | $1.7M | 1 |
| 2023 | $2.1M | $47.4M | $929K | 1 |
| 2024 | $2.8M | $48.9M | $1.2M | 1 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$414K
25th Pctl
$1.1M
Median
$1.9M
Average
$1.7M
75th Pctl
$2.2M
Maximum
$2.8M
Geographic Distribution
Officers & Directors
AP
Austin Hart Co Dinse Pc
5 yrs
President
Leadership
MP
Meredith Murphy Co Dinse Pc
Assistant Treasurer - Began 5/16/24
Leadership
EP
E Russell Peach IV Co Dinse Pc
5 yrs
Assistant Treasurer - THRU 6/27/24
Leadership
WP
Wallace Tapia Co Dinse Pc
5 yrs
Treasurer
Leadership
FP
F Rendol Barlow Co Dinse Pc
5 yrs
Secretary
Leadership
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| Fidelity Charitable Gift Fund | Cincinnati, OH | $2,843,499 | CHARITABLE (UNRESTRICTED) | 2024 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $2,266,085 | CHARITABLE (UNRESTRICTED) | 2022 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $2,101,744 | CHARITABLE (UNRESTRICTED) | 2023 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $1,885,000 | CHARITABLE (UNRESTRICTED) | 2020 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $1,500,000 | CHARITABLE (UNRESTRICTED) | 2021 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $600,000 | CHARITABLE (UNRESTRICTED) | 2021 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $414,286 | CHARITABLE (UNRESTRICTED) (SEE STATEMENT 15) | 2021 |
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